Forefront Analytics, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001696802
$9,202.49万2026Q2 申报市值
37持仓数
82.7%前十大占比 · 第一大 11.7%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 加仓+$105.87万
DHR 加仓+$14.32万
PFE 加仓+$12.33万
INCY 加仓+$9.73万
ZURA 加仓+$7.12万
2026Q2 卖出最多 按季末市值估算
ESGD 减仓-$1,544.00万
ESGE 减仓-$968.32万
FLEXSHARES TR 减仓-$526.21万
NULV 减仓-$273.67万
UNH 减仓-$23.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $1,076.66万 | 11.70% | 180,376 | 214 | 0.1% | $1.28万 | 加仓 |
| ESGD | ISHARES TR | $1,071.76万 | 11.65% | 104,247 | -150,180 | -59.0% | -$1,544.00万 | 减仓 |
| ESGE | ISHARES INC | $1,052.23万 | 11.43% | 192,398 | -177,055 | -47.9% | -$968.32万 | 减仓 |
| HDV | ISHARES TR | $939.49万 | 10.21% | 342,756 | 2,321 | 0.7% | $6.36万 | 加仓 |
| MTUM | ISHARES TR | $837.66万 | 9.10% | 24,434 | 200 | 0.8% | $6.86万 | 加仓 |
| NULV | NUSHARES ETF TR | $704.42万 | 7.65% | 140,912 | -54,745 | -28.0% | -$273.67万 | 减仓 |
| DBEF | DBX ETF TR | $692.35万 | 7.52% | 126,734 | -158 | -0.1% | -$8,632 | 减仓 |
| — | FLEXSHARES TR | $505.20万 | 5.49% | 21,669 | -22,570 | -51.0% | -$526.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $390.82万 | 4.25% | 19,532 | 5,291 | 37.2% | $105.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $338.86万 | 3.68% | 47,559 | 252 | 0.5% | $1.80万 | 加仓 |
| IVV | ISHARES TR | $333.28万 | 3.62% | 4,450 | -24 | -0.5% | -$1.80万 | 减仓 |
| HEEM | ISHARES INC | $260.34万 | 2.83% | 58,203 | -337 | -0.6% | -$1.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $163.58万 | 1.78% | 4,997 | 13 | 0.3% | $4,256 | 加仓 |
| DE | DEERE & CO | $74.32万 | 0.81% | 1,172 | 36 | 3.2% | $2.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.58万 | 0.64% | 1,409 | -574 | -28.9% | -$23.86万 | 减仓 |
| INCY | INCYTE CORP | $57.71万 | 0.63% | 5,091 | 858 | 20.3% | $9.73万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $55.71万 | 0.61% | 6,158 | -416 | -6.3% | -$3.76万 | 减仓 |
| SSO | PROSHARES TR | $55.12万 | 0.60% | 8,180 | 16 | 0.2% | $1,078 | 加仓 |
| — | PROSHARES TR | $53.77万 | 0.58% | 7,997 | 7 | 0.1% | $471 | 加仓 |
| ABT | ABBOTT LABORATORIES | $51.41万 | 0.56% | 5,665 | 622 | 12.3% | $5.64万 | 加仓 |
| EES | WISDOMTREE TR | $47.59万 | 0.52% | 7,020 | -1,212 | -14.7% | -$8.22万 | 减仓 |
| PFE | PFIZER INC | $43.85万 | 0.48% | 18,210 | 5,120 | 39.1% | $12.33万 | 加仓 |
| MDT | MEDTRONIC PLC | $41.61万 | 0.45% | 5,319 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $38.85万 | 0.42% | 2,040 | 752 | 58.4% | $14.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.56万 | 0.36% | 669 | 90 | 15.5% | $4.52万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $30.69万 | 0.33% | 29,654 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $30.52万 | 0.33% | 10,568 | -5,091 | -32.5% | -$14.70万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.46万 | 0.29% | 1,463 | 13 | 0.9% | $2,351 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.88万 | 0.28% | 415 | -45 | -9.8% | -$2.81万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.34万 | 0.26% | 7,676 | -7,443 | -49.2% | -$23.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.63万 | 0.26% | 1,084 | -233 | -17.7% | -$5.08万 | 减仓 |
| ZURA | ZURA BIO LTD | $15.91万 | 0.17% | 26,968 | 12,067 | 81.0% | $7.12万 | 加仓 |
| GERN | GERON CORP | $11.36万 | 0.12% | 88,779 | 33,654 | 61.1% | $4.31万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $9.39万 | 0.10% | 25,033 | 12,557 | 100.6% | $4.71万 | 加仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $9.25万 | 0.10% | 21,822 | 7,428 | 51.6% | $3.15万 | 加仓 |
| NKTX | NKARTA INC | $8.19万 | 0.09% | 28,955 | -14,880 | -33.9% | -$4.21万 | 减仓 |
| ANNX | ANNEXON INC | $8.13万 | 0.09% | 14,240 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,341 | -100.0% | -$22.22万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 0 | -127,778 | -100.0% | -$4.22万 | 清仓 |