Forefront Wealth Partners, LLC
AUSTIN TX · SEC CIK 0002068112
$2.39亿2026Q1 申报市值
162持仓数
41.5%前十大占比 · 第一大 11.8%
29 / 7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
AGG 加仓+$343.66万
FNDF 加仓+$301.95万
IEMG 加仓+$203.69万
SHLD 新建仓+$160.45万
IVV 加仓+$131.36万
2026Q1 卖出最多 按季末市值估算
MTUM 重新持有-$882.05万
RDVY 减仓-$187.87万
IBKR 清仓-$52.58万
CIBR 减仓-$51.07万
FCX 减仓-$46.63万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -8,175 | -100.0% | -$52.58万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$37.55万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,507 | -100.0% | -$32.72万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,794 | -100.0% | -$29.59万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,013 | -100.0% | -$26.35万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -4,156 | -100.0% | -$22.42万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,452 | -100.0% | -$20.96万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $2.17万 | 0.01% | 34,243 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $2.21万 | 0.01% | 12,870 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $20.18万 | 0.08% | 189 | 189 | — | $20.18万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.35万 | 0.09% | 695 | -23 | -3.2% | -$6,733 | 减仓 |
| GARP | ISHARES TR | $20.39万 | 0.09% | 3,187 | 3,187 | — | $20.39万 | 新建仓 |
| KO | COCA COLA CO | $20.69万 | 0.09% | 2,720 | 2,720 | — | $20.69万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.96万 | 0.09% | 729 | 8 | 1.1% | $2,301 | 加仓 |
| PWR | QUANTA SVCS INC | $21.19万 | 0.09% | 386 | 386 | — | $21.19万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $21.22万 | 0.09% | 1,403 | 1,403 | — | $21.22万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.30万 | 0.09% | 617 | 617 | — | $21.30万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.53万 | 0.09% | 2,318 | -3,617 | -60.9% | -$33.60万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $21.68万 | 0.09% | 5,167 | 236 | 4.8% | $9,903 | 加仓 |
| QQQ | INVESCO QQQ TR | $21.72万 | 0.09% | 376 | 46 | 13.9% | $2.66万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $21.94万 | 0.09% | 3,732 | -7,932 | -68.0% | -$46.63万 | 减仓 |
| CRWV | COREWEAVE INC | $22.45万 | 0.09% | 2,898 | -178 | -5.8% | -$1.38万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $22.81万 | 0.10% | 6,420 | 6,420 | — | $22.81万 | 新建仓 |
| WMT | WALMART INC | $22.95万 | 0.10% | 1,847 | -45 | -2.4% | -$5,592 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.18万 | 0.10% | 1,121 | -503 | -31.0% | -$10.40万 | 重新持有 |
| OZK | BANK OZK LITTLE ROCK ARK | $23.67万 | 0.10% | 5,158 | 22 | 0.4% | $1,010 | 加仓 |
| MTUM | ISHARES TR | $23.81万 | 0.10% | 993 | -36,784 | -97.4% | -$882.05万 | 重新持有 |
| — | ISHARES TR | $23.83万 | 0.10% | 6,520 | -1,350 | -17.2% | -$4.93万 | 减仓 |
| FIX | COMFORT SYS USA INC | $24.01万 | 0.10% | 174 | 174 | — | $24.01万 | 新建仓 |
| RTX | RTX CORPORATION | $24.42万 | 0.10% | 1,266 | 15 | 1.2% | $2,893 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $24.43万 | 0.10% | 3,579 | 3,579 | — | $24.43万 | 新建仓 |
| IUSG | ISHARES TR | $25.41万 | 0.11% | 1,638 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $25.62万 | 0.11% | 2,372 | -210 | -8.1% | -$2.27万 | 减仓 |
| MCD | MCDONALDS CORP | $26.43万 | 0.11% | 850 | 107 | 14.4% | $3.33万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $27.16万 | 0.11% | 2,618 | 2,618 | — | $27.16万 | 新建仓 |
| MDB | MONGODB INC | $27.22万 | 0.11% | 1,112 | 109 | 10.9% | $2.67万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.13万 | 0.12% | 411 | 2 | 0.5% | $1,369 | 加仓 |
| VST | VISTRA CORP | $28.28万 | 0.12% | 1,881 | 1,881 | — | $28.28万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.29万 | 0.12% | 7,261 | 7,261 | — | $28.29万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.03万 | 0.12% | 3,661 | 3,661 | — | $29.03万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.81万 | 0.12% | 882 | 6 | 0.7% | $2,028 | 加仓 |
| DAPP | VANECK ETF TRUST | $29.92万 | 0.13% | 20,053 | -4,154 | -17.2% | -$6.20万 | 减仓 |
| BAC | BANK AMERICA CORP | $30.90万 | 0.13% | 6,339 | -3,177 | -33.4% | -$15.49万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $30.94万 | 0.13% | 6,440 | 388 | 6.4% | $1.86万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $32.11万 | 0.13% | 4,095 | -572 | -12.3% | -$4.49万 | 减仓 |
| RBRK | RUBRIK INC. | $32.34万 | 0.14% | 6,605 | 6,605 | — | $32.34万 | 新建仓 |
| SE | SEA LTD | $32.59万 | 0.14% | 3,935 | 3,935 | — | $32.59万 | 新建仓 |
| DE | DEERE & CO | $32.96万 | 0.14% | 585 | -6 | -1.0% | -$3,381 | 减仓 |
| IYF | ISHARES TR | $33.13万 | 0.14% | 2,816 | -385 | -12.0% | -$4.53万 | 减仓 |
| GLD | SPDR GOLD TR | $33.52万 | 0.14% | 779 | -123 | -13.6% | -$5.29万 | 减仓 |
| SYK | STRYKER CORPORATION | $33.75万 | 0.14% | 1,027 | 1,027 | — | $33.75万 | 新建仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $34.48万 | 0.14% | 8,797 | -3,694 | -29.6% | -$14.48万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $34.92万 | 0.15% | 2,000 | 2,000 | — | $34.92万 | 新建仓 |
| NET | CLOUDFLARE INC | $37.08万 | 0.16% | 1,797 | 1,797 | — | $37.08万 | 新建仓 |
| ESGU | ISHARES TR | $37.87万 | 0.16% | 2,678 | 2,678 | — | $37.87万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.02万 | 0.16% | 784 | 784 | — | $38.02万 | 新建仓 |
| EMB | ISHARES TR | $40.01万 | 0.17% | 4,260 | 299 | 7.5% | $2.81万 | 加仓 |
| GLW | CORNING INC | $40.38万 | 0.17% | 2,969 | 25 | 0.8% | $3,400 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.57万 | 0.17% | 7,506 | 691 | 10.1% | $3.74万 | 加仓 |
| QUAL | ISHARES TR | $40.72万 | 0.17% | 2,123 | -117 | -5.2% | -$2.24万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $40.78万 | 0.17% | 6,499 | 4,274 | 192.1% | $26.82万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.32万 | 0.17% | 1,487 | -377 | -20.2% | -$10.48万 | 减仓 |
| DT | DYNATRACE INC | $42.12万 | 0.18% | 11,391 | 6,712 | 143.4% | $24.82万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $43.87万 | 0.18% | 14,588 | -364 | -2.4% | -$1.09万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $44.99万 | 0.19% | 4,037 | 4,037 | — | $44.99万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $45.30万 | 0.19% | 9,471 | -416 | -4.2% | -$1.99万 | 减仓 |
| NFLX | NETFLIX INC. | $45.37万 | 0.19% | 4,719 | 4,719 | — | $45.37万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $46.75万 | 0.20% | 3,726 | 3,726 | — | $46.75万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $47.23万 | 0.20% | 1,112 | 1,112 | — | $47.23万 | 新建仓 |
| COWZ | PACER FDS TR | $47.89万 | 0.20% | 7,655 | 1,384 | 22.1% | $8.66万 | 加仓 |
| SCZ | ISHARES TR | $48.61万 | 0.20% | 6,200 | -65 | -1.0% | -$5,097 | 减仓 |
| KKR | KKR & CO INC | $49.42万 | 0.21% | 5,342 | 1,791 | 50.4% | $16.57万 | 加仓 |
| BX | BLACKSTONE INC | $49.71万 | 0.21% | 4,323 | 2,859 | 195.3% | $32.88万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $49.85万 | 0.21% | 5,304 | 5,304 | — | $49.85万 | 新建仓 |
| INTU | INTUIT | $50.18万 | 0.21% | 1,161 | 1,161 | — | $50.18万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $50.96万 | 0.21% | 3,476 | -947 | -21.4% | -$13.88万 | 减仓 |
| SNOW | SNOWFLAKE INC | $52.02万 | 0.22% | 3,449 | 2,153 | 166.1% | $32.47万 | 加仓 |
| DDOG | DATADOG INC | $52.91万 | 0.22% | 4,482 | 2,367 | 111.9% | $27.94万 | 加仓 |
| ETN | EATON CORP PLC | $53.06万 | 0.22% | 1,484 | -4 | -0.3% | -$1,430 | 减仓 |
| TBG | EA SERIES TRUST | $54.13万 | 0.23% | 15,527 | 15,527 | — | $54.13万 | 新建仓 |
| SHOP | SHOPIFY INC | $59.20万 | 0.25% | 4,991 | 2,830 | 131.0% | $33.57万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $60.67万 | 0.25% | 12,454 | 59 | 0.5% | $2,874 | 加仓 |
| SPYG | SPDR SERIES TRUST | $60.85万 | 0.25% | 6,215 | 820 | 15.2% | $8.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.37万 | 0.26% | 1,248 | 104 | 9.1% | $5.11万 | 加仓 |
| TFC | TRUIST FINL CORP | $61.64万 | 0.26% | 13,408 | 509 | 3.9% | $2.34万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $64.32万 | 0.27% | 25,174 | 93 | 0.4% | $2,376 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $65.00万 | 0.27% | 33,197 | 279 | 0.8% | $5,463 | 加仓 |
| ALAB | ASTERA LABS INC | $66.70万 | 0.28% | 6,086 | 1,151 | 23.3% | $12.61万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $66.96万 | 0.28% | 5,454 | 916 | 20.2% | $11.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.06万 | 0.28% | 4,653 | 2,829 | 155.1% | $41.38万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $69.01万 | 0.29% | 1,497 | 678 | 82.8% | $31.26万 | 加仓 |
| NOW | SERVICENOW INC | $70.11万 | 0.29% | 6,706 | 2,451 | 57.6% | $25.63万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $70.55万 | 0.30% | 7,123 | -3,695 | -34.2% | -$36.60万 | 减仓 |
| CRM | SALESFORCE INC | $70.84万 | 0.30% | 3,795 | 793 | 26.4% | $14.80万 | 加仓 |
| LLY | ELI LILLY & CO | $70.93万 | 0.30% | 771 | 40 | 5.5% | $3.68万 | 加仓 |
| V | VISA INC | $71.75万 | 0.30% | 2,374 | 383 | 19.2% | $11.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $72.19万 | 0.30% | 1,444 | 141 | 10.8% | $7.05万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $72.43万 | 0.30% | 10,070 | 907 | 9.9% | $6.52万 | 加仓 |