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Forefront Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Forefront Wealth Partners, LLC
报告期 2026-03-31 · CIK 0002068112
持仓数
162
前50大市值合计
$183.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 133 项
建仓 43
增持 46
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$2.3M
21,993
-12%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.2M
37,887
增持
SPYM
SPDR SER TR
+$1.3M
165,060
+19%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
IBTJ
ISHARES TR
+$1.3M
59,831
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
16,290
增持
VOO
VANGUARD INDEX FDS
+$1.3M
4,223
+157%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.3M
139,426
+23%
增持
AGG
ISHARES TR
+$1.2M
112,401
+10%
减持
IWF
ISHARES TR
-$879.8K
3,430
-35%
减持
SMH
VANECK ETF TRUST
-$808.5K
2,117
-59%
建仓
SPDW
SPDR INDEX SHS FDS
+$792.8K
21,774
建仓
SPMB
SPDR SER TR
+$668.1K
30,298
建仓
CALF
PACER FDS TR
+$634.8K
16,927
增持
VEA
VANGUARD TAX-MANAGED FDS
+$631.4K
17,141
+242%
建仓
PTIN
PACER FDS TR
+$621.7K
21,205
建仓
PTLC
PACER FDS TR
+$603.3K
11,726
建仓
SPEM
SPDR INDEX SHS FDS
+$590.5K
14,999
减持
SCHG
SCHWAB STRATEGIC TR
-$582.7K
27,415
-40%
建仓
SFLR
INNOVATOR ETFS TRUST
+$564.1K
17,971
建仓
USFR
WISDOMTREE TR
+$528.3K
10,496
增持
TSLA
TESLA INC
-$464.3K
4,044
+8%
清仓
AME
AMETEK INC
-$452.6K
0
-100%
建仓
IWR
ISHARES TR
+$430.0K
5,055
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$429.7K
8,802
建仓
PTMC
PACER FDS TR
+$413.9K
11,962
减持
—
NUSHARES ETF TR
-$392.7K
74,710
-12%
减持
IEMG
ISHARES INC
-$375.7K
15,399
-33%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$373.1K
8,242
增持
NVDA
NVIDIA CORPORATION
-$370.2K
23,102
+8%
清仓
AMAT
APPLIED MATLS INC
-$363.8K
0
-100%
建仓
PTBD
PACER FDS TR
+$357.6K
17,827
减持
MUB
ISHARES TR
-$354.1K
15,550
-17%
建仓
SHM
SPDR SER TR
+$347.2K
7,295
建仓
FCX
FREEPORT-MCMORAN INC
+$331.7K
8,762
增持
MSFT
MICROSOFT CORP
-$328.9K
9,574
+3%
减持
IJR
ISHARES TR
-$328.3K
22,250
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
-$325.9K
8,689
+11%
建仓
KKR
KKR & CO INC
+$325.1K
2,812
增持
AVGO
BROADCOM INC
-$323.6K
5,750
+4%
建仓
TTD
THE TRADE DESK INC
+$320.9K
5,865
减持
AAPL
APPLE INC
-$313.4K
10,938
-0%
减持
KQQQ
KURV ETF TR
-$312.3K
20,417
-29%
建仓
—
EATON CORP PLC
+$308.8K
1,136
建仓
BSV
VANGUARD BD INDEX FDS
+$306.8K
3,919
建仓
NEE
NEXTERA ENERGY INC
+$304.5K
4,295
增持
AMZN
AMAZON COM INC
-$303.7K
14,590
+4%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$300.0K
27,309
+22%
建仓
VRT
VERTIV HOLDINGS CO
+$271.3K
3,758
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$267.5K
5,600
建仓
ISRG
INTUITIVE SURGICAL INC
+$263.5K
532
建仓
MUNI
PIMCO ETF TR
+$259.0K
5,025
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$249.7K
1,508
建仓
ANET
ARISTA NETWORKS INC
+$249.6K
3,222
建仓
GEV
GE VERNOVA INC
+$249.1K
816
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$248.5K
4,074
建仓
VUG
VANGUARD INDEX FDS
+$243.3K
656
清仓
IVW
ISHARES TR
-$241.0K
0
-100%
增持
IEFA
ISHARES TR
+$238.4K
39,638
+1%
建仓
EWX
SPDR INDEX SHS FDS
+$236.7K
4,180
建仓
SRLN
SSGA ACTIVE ETF TR
+$236.2K
5,743
建仓
USRT
ISHARES TR
+$233.7K
4,057
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$232.6K
0
-100%
清仓
DDOG
DATADOG INC
-$220.8K
0
-100%
建仓
ONTO
ONTO INNOVATION INC
+$220.4K
1,816
增持
NOW
SERVICENOW INC
-$220.1K
922
+2%
建仓
APP
APPLOVIN CORP
+$219.7K
829
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$212.9K
4,549
清仓
EXAS
EXACT SCIENCES CORP
-$207.5K
0
-100%
建仓
ZTS
ZOETIS INC
+$207.1K
1,258
建仓
DAPP
VANECK ETF TRUST
+$205.8K
22,796
建仓
VXUS
VANGUARD STAR FDS
+$200.2K
3,224
增持
IWL
ISHARES TR
+$193.3K
4,898
+48%
减持
HYMB
SPDR SER TR
-$192.4K
11,532
-39%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$184.6K
50,598
-6%
增持
GOOG
ALPHABET INC
-$178.0K
7,479
+6%
减持
MRK
MERCK & CO INC
-$167.5K
3,591
-27%
增持
CRM
SALESFORCE INC
-$164.6K
3,220
+5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$161.8K
41,528
-6%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$159.1K
78,268
+1%
减持
TFI
SPDR SER TR
-$152.9K
15,046
-17%
减持
HLAL
LISTED FD TR
-$149.1K
4,195
-38%
增持
GE
GE AEROSPACE
+$140.6K
2,859
+10%
增持
VTI
VANGUARD INDEX FDS
+$136.0K
3,980
+20%
增持
MELI
MERCADOLIBRE INC
+$118.1K
302
+9%
增持
LLY
ELI LILLY & CO
+$116.3K
653
+19%
增持
META
META PLATFORMS INC
+$115.0K
1,848
+14%
减持
IVE
ISHARES TR
-$107.3K
8,416
-6%
减持
IYW
ISHARES TR
-$103.2K
1,510
-24%
增持
IJH
ISHARES TR
+$100.1K
33,853
+12%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$96.5K
1,674
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$86.6K
5,782
+5%
建仓
RANI
RANI THERAPEUTICS HLDGS INC
+$81.9K
65,000
减持
IUSV
ISHARES TR
-$78.3K
49,383
-1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$68.6K
2,538
-8%
减持
VBR
VANGUARD INDEX FDS
-$67.9K
2,726
-6%
减持
TMUS
T-MOBILE US INC
+$66.9K
2,748
-9%
增持
V
VISA INC
+$63.9K
1,617
+2%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
-$62.8K
8,151
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
-$58.6K
7,659
+9%
增持
GRID
FIRST TR EXCHANGE TRADED FD
-$56.6K
13,823
+2%
减持
IUSB
ISHARES TR
+$55.2K
65,886
-0%
减持
UBER
UBER TECHNOLOGIES INC
+$49.6K
11,766
-12%
减持
LQD
ISHARES TR
-$49.6K
13,313
-5%
增持
—
ASML HOLDING N V
+$49.6K
717
+17%
增持
—
EXXON MOBIL CORP
+$47.1K
2,820
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$41.0K
87,667
-4%
增持
MU
MICRON TECHNOLOGY INC
+$38.8K
5,000
+6%
增持
ADBE
ADOBE INC
-$38.4K
861
+4%
减持
VBK
VANGUARD INDEX FDS
-$37.8K
1,269
-1%
增持
SPSM
SPDR SER TR
+$37.6K
14,053
+18%
减持
ABBV
ABBVIE INC
+$36.2K
1,374
-3%
增持
DDD
3-D SYS CORP DEL
-$30.4K
30,831
+6%
增持
DE
DEERE & CO
+$27.6K
548
+1%
增持
TFC
TRUIST FINL CORP
-$27.3K
12,552
+0%
增持
ORCL
ORACLE CORP
-$26.8K
1,652
+7%
建仓
—
SEALSQ CORP
+$26.3K
10,100
减持
LVHI
LEGG MASON ETF INVT
-$24.3K
55,131
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.7K
990
+9%
增持
SHOP
SHOPIFY INC
-$19.9K
2,555
+3%
减持
ELV
ELEVANCE HEALTH INC
-$18.7K
745
-20%
减持
XLV
SELECT SECTOR SPDR TR
-$18.5K
7,957
-7%
增持
PANW
PALO ALTO NETWORKS INC
-$18.3K
2,981
+3%
减持
SPGI
S&P GLOBAL INC
+$17.4K
1,782
-0%
增持
MCD
MCDONALDS CORP
+$17.4K
734
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$14.4K
1,048
-6%
增持
VO
VANGUARD INDEX FDS
-$14.3K
5,537
+1%
减持
IQLT
ISHARES TR
-$11.9K
34,134
-7%
减持
MA
MASTERCARD INCORPORATED
+$8.6K
1,522
-3%
增持
QUAL
ISHARES TR
-$7.8K
1,528
+1%
增持
BA
BOEING CO
-$5.7K
1,547
+2%
增持
OZK
BANK OZK LITTLE ROCK ARK
-$4.7K
5,070
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.5K
603
-2%
增持
BAC
BANK AMERICA CORP
+$770
7,923
+6%
