Forefront Analytics, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001696802
$1.10亿2026Q1 申报市值
39持仓数
87.2%前十大占比 · 第一大 22.1%
4 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FLEXSHARES TR 加仓+$424.58万
ESGD 加仓+$413.43万
NULV 加仓+$246.96万
JPM 加仓+$47.98万
SCHD 新建仓+$46.39万
2026Q1 卖出最多 按季末市值估算
MTUM 减仓-$633.86万
VEA 减仓-$486.37万
AOK 清仓-$235.44万
EMLP 清仓-$69.80万
IEI 清仓-$56.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AOK | ISHARES TR | $0 | 0.00% | 0 | -58,682 | -100.0% | -$235.44万 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -18,435 | -100.0% | -$69.80万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -4,740 | -100.0% | -$56.60万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -3,290 | -100.0% | -$26.50万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,228 | -100.0% | -$24.50万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -3,968 | -100.0% | -$24.40万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,021 | -100.0% | -$22.30万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,663 | -100.0% | -$21.04万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $4.22万 | 0.04% | 127,778 | 96,010 | 302.2% | $3.17万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $5.86万 | 0.05% | 12,476 | -6,223 | -33.3% | -$2.92万 | 减仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $6.68万 | 0.06% | 14,394 | 1,023 | 7.7% | $4,747 | 加仓 |
| ANNX | ANNEXON INC | $7.89万 | 0.07% | 14,240 | 1,014 | 7.7% | $5,618 | 加仓 |
| GERN | GERON CORP | $8.21万 | 0.07% | 55,125 | 3,805 | 7.4% | $5,669 | 加仓 |
| ZURA | ZURA BIO LTD | $8.87万 | 0.08% | 14,901 | -4,676 | -23.9% | -$2.78万 | 减仓 |
| NKTX | NKARTA INC | $9.25万 | 0.08% | 43,835 | 3,133 | 7.7% | $6,611 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $22.22万 | 0.20% | 6,341 | 6,341 | — | $22.22万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $23.97万 | 0.22% | 1,450 | 13 | 0.9% | $2,149 | 加仓 |
| DHR | DANAHER CORP DEL | $24.42万 | 0.22% | 1,288 | 373 | 40.8% | $7.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $25.85万 | 0.24% | 1,317 | -2,148 | -62.0% | -$42.16万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $28.33万 | 0.26% | 15,659 | 15,659 | — | $28.33万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.46万 | 0.26% | 579 | -7 | -1.2% | -$3,440 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.50万 | 0.32% | 460 | 33 | 7.7% | $2.55万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $36.74万 | 0.33% | 29,654 | 29,654 | — | $36.74万 | 新建仓 |
| PFE | PFIZER INC | $36.76万 | 0.33% | 13,090 | -6,014 | -31.5% | -$16.89万 | 减仓 |
| — | PROSHARES TR | $37.29万 | 0.34% | 7,990 | 13 | 0.2% | $607 | 加仓 |
| INCY | INCYTE CORP | $39.84万 | 0.36% | 4,233 | -965 | -18.6% | -$9.08万 | 减仓 |
| SSO | PROSHARES TR | $42.36万 | 0.39% | 8,164 | 18 | 0.2% | $934 | 加仓 |
| MDT | MEDTRONIC PLC | $46.09万 | 0.42% | 5,319 | 1,039 | 24.3% | $9.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.39万 | 0.42% | 15,119 | 15,119 | — | $46.39万 | 新建仓 |
| EES | WISDOMTREE TR | $47.79万 | 0.43% | 8,232 | -9,528 | -53.6% | -$55.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $51.77万 | 0.47% | 5,043 | 1,287 | 34.3% | $13.21万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $52.64万 | 0.48% | 6,574 | 461 | 7.5% | $3.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.66万 | 0.49% | 1,983 | 531 | 36.6% | $14.37万 | 加仓 |
| DE | DEERE & CO | $64.02万 | 0.58% | 1,136 | 3 | 0.3% | $1,691 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $146.60万 | 1.33% | 4,984 | 1,631 | 48.6% | $47.98万 | 加仓 |
| HEEM | ISHARES INC | $216.13万 | 1.97% | 58,540 | -1,629 | -2.7% | -$6.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $248.36万 | 2.26% | 14,241 | 265 | 1.9% | $4.62万 | 加仓 |
| IVV | ISHARES TR | $292.23万 | 2.66% | 4,474 | -233 | -5.0% | -$15.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $303.14万 | 2.76% | 47,307 | -75,901 | -61.6% | -$486.37万 | 减仓 |
| MTUM | ISHARES TR | $581.59万 | 5.29% | 24,234 | -26,412 | -52.2% | -$633.86万 | 减仓 |
| DBEF | DBX ETF TR | $626.85万 | 5.70% | 126,892 | -959 | -0.8% | -$4.74万 | 减仓 |
| — | FLEXSHARES TR | $884.32万 | 8.04% | 44,239 | 21,240 | 92.4% | $424.58万 | 加仓 |
| NULV | NUSHARES ETF TR | $890.24万 | 8.10% | 195,657 | 54,278 | 38.4% | $246.96万 | 加仓 |
| HDV | ISHARES TR | $924.07万 | 8.40% | 68,087 | -1,221 | -1.8% | -$16.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $973.77万 | 8.86% | 180,162 | -943 | -0.5% | -$5.10万 | 减仓 |
| ESGE | ISHARES INC | $1,679.90万 | 15.28% | 369,453 | 5,725 | 1.6% | $26.03万 | 加仓 |
| ESGD | ISHARES TR | $2,432.83万 | 22.13% | 254,427 | 43,237 | 20.5% | $413.43万 | 加仓 |