13F 机构持仓

Forefront Wealth Partners, LLC

AUSTIN TX · SEC CIK 0002068112

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 11.8%
AGG 9.9%
FNDF 4.2%
IVV 3.6%
LVHI 3.0%
MSFT 2.0%
NVDA 1.9%
FTCS 1.9%
AMZN 1.6%
SCHG 1.6%

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 $00.00%0 -8,175-100.0% -$52.58万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -1,137-100.0% -$37.55万 清仓
BA BOEING CO $00.00%0 -1,507-100.0% -$32.72万 清仓
TTD THE TRADE DESK INC $00.00%0 -7,794-100.0% -$29.59万 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -4,013-100.0% -$26.35万 清仓
JPM JPMORGAN CHASE & CO. $00.00%0 —— — 申报中断
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -4,156-100.0% -$22.42万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 —— — 申报中断
VMBS VANGUARD SCOTTSDALE FDS $00.00%0 -4,452-100.0% -$20.96万 清仓
— INNOVIZ TECHNOLOGIES LTD $2.17万0.01%34,243 00.0% — 不变
EVGO EVGO INC $2.21万0.01%12,870 00.0% — 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 81.1% $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 2364.8% $9,903 加仓
QQQ INVESCO QQQ TR $21.72万0.09%376 4613.9% $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%5,158 220.4% $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%1,266 151.2% $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 00.0% — 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 10714.4% $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 10910.9% $2.67万 加仓
NOC NORTHROP GRUMMAN CORP $28.13万0.12%411 20.5% $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 60.7% $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 3886.4% $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 2997.5% $2.81万 加仓
GLW CORNING INC $40.38万0.17%2,969 250.8% $3,400 加仓
VWO VANGUARD INTL EQUITY INDEX F $40.57万0.17%7,506 69110.1% $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 4,274192.1% $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 6,712143.4% $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 1,38422.1% $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 1,79150.4% $16.57万 加仓
BX BLACKSTONE INC $49.71万0.21%4,323 2,859195.3% $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 2,153166.1% $32.47万 加仓
DDOG DATADOG INC $52.91万0.22%4,482 2,367111.9% $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 2,830131.0% $33.57万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $60.67万0.25%12,454 590.5% $2,874 加仓
SPYG SPDR SERIES TRUST $60.85万0.25%6,215 82015.2% $8.03万 加仓
TMO THERMO FISHER SCIENTIFIC INC $61.37万0.26%1,248 1049.1% $5.11万 加仓
TFC TRUIST FINL CORP $61.64万0.26%13,408 5093.9% $2.34万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $64.32万0.27%25,174 930.4% $2,376 加仓
LQTI FIRST TR EXCHANGE-TRADED FD $65.00万0.27%33,197 2790.8% $5,463 加仓
ALAB ASTERA LABS INC $66.70万0.28%6,086 1,15123.3% $12.61万 加仓
ANET ARISTA NETWORKS INC $66.96万0.28%5,454 91620.2% $11.25万 加仓
PLTR PALANTIR TECHNOLOGIES INC $68.06万0.28%4,653 2,829155.1% $41.38万 加仓
ISRG INTUITIVE SURGICAL INC $69.01万0.29%1,497 67882.8% $31.26万 加仓
NOW SERVICENOW INC $70.11万0.29%6,706 2,45157.6% $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 79326.4% $14.80万 加仓
LLY ELI LILLY & CO $70.93万0.30%771 405.5% $3.68万 加仓
V VISA INC $71.75万0.30%2,374 38319.2% $11.58万 加仓
MA MASTERCARD INCORPORATED $72.19万0.30%1,444 14110.8% $7.05万 加仓
UBER UBER TECHNOLOGIES INC $72.43万0.30%10,070 9079.9% $6.52万 加仓