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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 32
增持 81
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$3.5M
203,770
+43%
增持
AGG
ISHARES TR
+$3.3M
237,137
+17%
增持
IEMG
ISHARES INC
+$2.1M
41,934
+229%
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。
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.9M
13,093
-68%
建仓
SHLD
GLOBAL X FDS
+$1.6M
22,650
建仓
ILF
ISHARES TR
+$1.2M
34,878
增持
LVHI
LEGG MASON ETF INVT
+$1.0M
174,665
+6%
增持
IVV
ISHARES TR
+$956.3K
13,273
+18%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$858.4K
31,487
-21%
增持
DFAC
DIMENSIONAL ETF TRUST
+$817.6K
27,663
+325%
减持
SCHG
SCHWAB STRATEGIC TR
-$743.1K
133,121
-6%
增持
IGM
ISHARES TR
+$647.7K
8,666
+195%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$583.9K
88,968
+17%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$559.4K
23,459
+241%
建仓
TBG
EA SERIES TRUST
+$541.3K
15,527
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$525.8K
0
-100%
增持
DTCR
GLOBAL X FDS
+$517.2K
49,971
+55%
建仓
INTU
INTUIT
+$501.8K
1,161
建仓
SCHW
SCHWAB CHARLES CORP
+$498.5K
5,304
建仓
BX
BLACKSTONE INC
+$497.1K
4,323
增持
CRWD
CROWDSTRIKE HLDGS INC
+$493.8K
2,050
+213%
减持
XLK
SELECT SECTOR SPDR TR
-$492.8K
12,809
-16%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$481.6K
13,378
+20%
增持
MU
MICRON TECHNOLOGY INC
+$481.2K
5,750
+12%
建仓
AXON
AXON ENTERPRISE INC
+$472.3K
1,112
建仓
BABA
ALIBABA GROUP HLDG LTD
+$467.5K
3,726
建仓
NFLX
NETFLIX INC.
+$453.7K
4,719
建仓
APO
APOLLO GLOBAL MGMT INC
+$449.9K
4,037
增持
SPDW
SPDR INDEX SHS FDS
+$433.3K
68,149
+13%
减持
IUSV
ISHARES TR
-$428.0K
37,148
-10%
增持
IJH
ISHARES TR
+$421.6K
43,789
+14%
增持
—
NUSHARES ETF TR
+$420.7K
65,627
+26%
增持
MSTB
ETF SER SOLUTIONS
+$418.7K
58,532
+28%
增持
IEFA
ISHARES TR
+$408.0K
38,378
+12%
建仓
—
SPOTIFY TECHNOLOGY S A
+$380.2K
784
建仓
ESGU
ISHARES TR
+$378.7K
2,678
清仓
UNH
UNITEDHEALTH GROUP INC
-$375.5K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$373.5K
562
+89%
减持
FCX
FREEPORT MCMORAN INC
-$373.0K
3,732
-68%
增持
META
META PLATFORMS INC
+$371.3K
3,478
+42%
建仓
NET
CLOUDFLARE INC
+$370.8K
1,797
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$356.4K
4,653
+155%
增持
PTLC
PACER FDS TR
+$356.1K
42,309
+26%
增持
IWC
ISHARES TR
+$350.1K
4,769
+83%
建仓
COIN
COINBASE GLOBAL INC
+$349.2K
2,000
增持
SPYM
SPDR SERIES TRUST
-$343.2K
369,144
+4%
建仓
SYK
STRYKER CORPORATION
+$337.5K
1,027
增持
GEV
GE VERNOVA INC
+$330.7K
1,125
+13%
清仓
BA
BOEING CO
-$327.2K
0
-100%
减持
FDVV
FIDELITY COVINGTON TRUST
-$326.0K
20,004
-21%
建仓
SE
SEA LTD
+$325.9K
3,935
建仓
RBRK
RUBRIK INC.
+$323.4K
6,605
增持
—
ASML HLDG NV
+$312.9K
910
+10%
增持
NVDA
NVIDIA CORPORATION
+$309.6K
26,677
+15%
清仓
TTD
THE TRADE DESK INC
-$295.9K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$290.3K
3,661
增持
GOOG
ALPHABET INC
+$289.8K
8,287
+25%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$287.3K
8,797
-30%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$282.9K
7,261
建仓
VST
VISTRA CORP
+$282.8K
1,881
增持
SPEM
SPDR INDEX SHS FDS
+$282.4K
58,471
+11%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$279.8K
4,892
-20%
建仓
—
NEBIUS GROUP N.V.
+$271.6K
2,618
清仓
EWX
SPDR INDEX SHS FDS
-$263.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$261.1K
2,318
-61%
增持
IWL
ISHARES TR
+$259.2K
13,032
+21%
增持
IQLT
ISHARES TR
+$245.6K
28,930
+20%
建仓
TEAM
ATLASSIAN CORPORATION
+$244.3K
3,579
增持
SHOP
SHOPIFY INC
+$244.2K
4,991
+131%
增持
DDOG
DATADOG INC
+$241.5K
4,482
+112%
建仓
FIX
COMFORT SYS USA INC
+$240.1K
174
建仓
MTUM
ISHARES TR
+$238.1K
993
增持
SNOW
SNOWFLAKE INC
+$235.9K
3,449
+166%
建仓
CVX
CHEVRON CORPORATION
+$231.8K
1,121
增持
SPSM
SPDR SERIES TRUST
+$231.0K
45,071
+8%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$228.1K
6,420
增持
ISRG
INTUITIVE SURGICAL INC
+$226.3K
1,497
+83%
清仓
JPM
JPMORGAN CHASE & CO.
-$224.3K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$224.2K
0
-100%
增持
AVGO
BROADCOM INC
+$223.6K
7,991
+23%
增持
DT
DYNATRACE INC
+$218.5K
11,391
+143%
减持
BAC
BANK AMERICA CORP
-$214.3K
6,339
-33%
清仓
ROK
ROCKWELL AUTOMATION INC
-$214.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$213.9K
5,455
+17%
减持
MRVL
MARVELL TECHNOLOGY INC
-$213.8K
7,123
-34%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$213.0K
617
建仓
ARM
ARM HOLDINGS PLC
+$212.2K
1,403
建仓
PWR
QUANTA SVCS INC
+$211.9K
386
增持
CALF
PACER FDS TR
+$210.5K
33,631
+15%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$209.6K
0
-100%
建仓
KO
COCA COLA CO
+$206.9K
2,720
建仓
GARP
ISHARES TR
+$203.9K
3,187
建仓
FICO
FAIR ISAAC CORP
+$201.8K
189
增持
IWR
ISHARES TR
+$197.7K
13,199
+17%
增持
BSX
BOSTON SCIENTIFIC CORP
+$195.7K
6,499
+192%
增持
IVE
ISHARES TR
+$191.1K
16,590
+6%
增持
VTI
VANGUARD INDEX FDS
+$184.7K
4,686
+19%
增持
SPMB
SPDR SERIES TRUST
+$181.4K
89,161
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$175.1K
3,476
-21%
增持
SPGI
S&P GLOBAL INC
-$172.6K
1,791
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$169.5K
1,487
-20%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$166.6K
20,108
+21%
增持
PANW
PALO ALTO NETWORKS INC
+$154.5K
4,801
+44%
增持
ALAB
ASTERA LABS INC
-$154.0K
6,086
+23%
减持
SCHD
SCHWAB STRATEGIC TR
+$153.2K
58,293
-2%
增持
MDB
MONGODB INC
-$148.8K
1,112
+11%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$148.7K
48,532
+3%
增持
MUB
ISHARES TR
+$147.3K
11,278
+15%
增持
GLW
CORNING INC
+$146.0K
2,969
+1%
增持
IWF
ISHARES TR
-$141.6K
3,311
+1%
增持
IJR
ISHARES TR
+$138.5K
9,525
+9%
减持
NXTG
FIRST TR EXCHANGE-TRADED FD
-$130.3K
10,557
-13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$114.4K
14,020
+12%
增持
USRT
ISHARES TR
+$104.7K
13,116
+11%
增持
AAPL
APPLE INC
+$103.8K
10,904
+11%
增持
ORCL
ORACLE CORP
-$103.0K
5,912
+18%
增持
COWZ
PACER FDS TR
+$101.6K
7,655
+22%
减持
DAPP
VANECK ETF TRUST
-$101.0K
20,053
-17%
增持
CRM
SALESFORCE INC
-$87.0K
3,795
+26%
减持
IBLC
ISHARES TR
-$83.7K
6,520
-17%
减持
IYF
ISHARES TR
-$81.4K
2,816
-12%
增持
MSFT
MICROSOFT CORP
-$80.8K
12,770
+28%
增持
LLY
ELI LILLY & CO
-$77.0K
771
+5%
增持
ANET
ARISTA NETWORKS INC
+$75.0K
5,454
+20%
增持
AMZN
AMAZON COM INC
-$71.5K
18,761
+9%
减持
—
EATON CORP PLC
+$56.8K
1,484
-0%
减持
DE
DEERE & CO
+$54.4K
585
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$49.3K
1,248
+9%
增持
NOW
SERVICENOW INC
+$49.3K
6,706
+58%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$48.4K
695
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$47.8K
411
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$46.7K
4,095
-12%
增持
KKR
KKR & CO INC
+$41.5K
5,342
+50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$39.3K
7,506
+10%
减持
QUAL
ISHARES TR
-$37.7K
2,123
-5%
增持
MCD
MCDONALDS CORP
+$37.2K
850
+14%
减持
SMH
VANECK ETF TRUST
+$34.8K
3,449
-4%
增持
PTBD
PACER FDS TR
+$34.1K
44,675
+6%
增持
SPYG
SPDR SERIES TRUST
+$32.9K
6,215
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$31.9K
882
+1%
增持
VOO
VANGUARD INDEX FDS
+$31.1K
2,771
+7%
减持
IUSB
ISHARES TR
-$29.6K
61,337
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$27.7K
8,121
+7%
增持
UBER
UBER TECHNOLOGIES INC
-$24.4K
10,070
+10%
减持
GLD
SPDR GOLD TR
-$22.3K
779
-14%
增持
MA
MASTERCARD INCORPORATED
-$21.9K
1,444
+11%
减持
SHM
SPDR SERIES TRUST
-$21.5K
9,471
-4%
增持
GE
GE AEROSPACE
-$21.2K
3,534
+6%
增持
V
VISA INC
+$19.0K
2,374
+19%
增持
EMB
ISHARES TR
+$18.8K
4,260
+8%
