Forefront Wealth Partners, LLC
AUSTIN TX · SEC CIK 0002068112
$3.23亿2026Q2 申报市值
177持仓数
37.3%前十大占比 · 第一大 11.2%
26 / 13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
AGG 加仓+$523.71万
DFAI 加仓+$465.55万
SPYM 加仓+$356.77万
SPEM 加仓+$256.53万
CALF 加仓+$251.18万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$292.07万
NUSHARES ETF TR 清仓-$227.05万
SPDW 减仓-$193.35万
AMD 减仓-$98.99万
IVE 减仓-$95.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -65,627 | -100.0% | -$227.05万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -11,391 | -100.0% | -$42.12万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,499 | -100.0% | -$40.78万 | 清仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $0 | 0.00% | 0 | -8,797 | -100.0% | -$34.48万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -411 | -100.0% | -$28.13万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,112 | -100.0% | -$27.22万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -174 | -100.0% | -$24.01万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,121 | -100.0% | -$23.18万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,847 | -100.0% | -$22.95万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -3,732 | -100.0% | -$21.94万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,318 | -100.0% | -$21.53万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -617 | -100.0% | -$21.30万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -386 | -100.0% | -$21.19万 | 清仓 |
| EVGO | EVGO INC | $2.46万 | 0.01% | 12,870 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $2.61万 | 0.01% | 34,243 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.22万 | 0.06% | 673 | 673 | — | $20.22万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $20.90万 | 0.06% | 1,264 | 1,264 | — | $20.90万 | 新建仓 |
| AOA | ISHARES TR | $21.00万 | 0.07% | 2,152 | 2,152 | — | $21.00万 | 新建仓 |
| KO | COCA COLA CO | $21.39万 | 0.07% | 2,633 | -87 | -3.2% | -$7,068 | 减仓 |
| MCD | MCDONALDS CORP | $21.84万 | 0.07% | 808 | -42 | -4.9% | -$1.14万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $21.86万 | 0.07% | 4,579 | 4,579 | — | $21.86万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $22.73万 | 0.07% | 935 | 935 | — | $22.73万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $23.10万 | 0.07% | 5,473 | 5,473 | — | $23.10万 | 新建仓 |
| XME | SPDR SERIES TRUST | $23.42万 | 0.07% | 2,190 | -182 | -7.7% | -$1.95万 | 减仓 |
| CAT | CATERPILLAR INC | $23.62万 | 0.07% | 221 | 221 | — | $23.62万 | 新建仓 |
| GLD | SPDR GOLD TR | $23.76万 | 0.07% | 645 | -134 | -17.2% | -$4.94万 | 减仓 |
| RTX | RTX CORPORATION | $24.67万 | 0.08% | 1,300 | 34 | 2.7% | $6,452 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $24.74万 | 0.08% | 5,362 | 195 | 3.8% | $8,997 | 加仓 |
| FICO | FAIR ISAAC CORP | $25.09万 | 0.08% | 210 | 21 | 11.1% | $2.51万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $25.15万 | 0.08% | 6,188 | 6,188 | — | $25.15万 | 新建仓 |
| TER | TERADYNE INC | $25.28万 | 0.08% | 522 | 522 | — | $25.28万 | 新建仓 |
| INTU | INTUIT | $25.89万 | 0.08% | 992 | -169 | -14.6% | -$4.41万 | 减仓 |
| — | ISHARES TR | $25.97万 | 0.08% | 5,397 | -1,123 | -17.2% | -$5.40万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.14万 | 0.08% | 676 | -19 | -2.7% | -$7,348 | 减仓 |
| IXN | ISHARES TR | $26.21万 | 0.08% | 1,814 | 1,814 | — | $26.21万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $26.27万 | 0.08% | 718 | 718 | — | $26.27万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $26.87万 | 0.08% | 2,982 | 2,982 | — | $26.87万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $26.98万 | 0.08% | 5,180 | 22 | 0.4% | $1,146 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $27.41万 | 0.08% | 3,524 | -55 | -1.5% | -$4,278 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.45万 | 0.09% | 7,885 | 7,885 | — | $27.45万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $27.99万 | 0.09% | 1,284 | 1,284 | — | $27.99万 | 新建仓 |
| IYF | ISHARES TR | $28.13万 | 0.09% | 2,206 | -610 | -21.7% | -$7.78万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $28.62万 | 0.09% | 1,958 | -42 | -2.1% | -$6,140 | 减仓 |
| ARM | ARM HOLDINGS PLC | $30.00万 | 0.09% | 846 | -557 | -39.7% | -$19.75万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $30.25万 | 0.09% | 8,211 | 8,211 | — | $30.25万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.39万 | 0.09% | 3,845 | 184 | 5.0% | $1.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.46万 | 0.09% | 3,699 | 3,699 | — | $30.46万 | 新建仓 |
| IUSG | ISHARES TR | $31.09万 | 0.10% | 1,653 | 15 | 0.9% | $2,821 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $32.35万 | 0.10% | 9,439 | 9,439 | — | $32.35万 | 新建仓 |
| VST | VISTRA CORP | $32.42万 | 0.10% | 2,044 | 163 | 8.7% | $2.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.63万 | 0.10% | 997 | 301 | 43.2% | $9.85万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $33.61万 | 0.10% | 732 | -52 | -6.6% | -$2.39万 | 减仓 |
| GOOGL | ALPHABET INC | $34.09万 | 0.11% | 954 | 225 | 30.9% | $8.04万 | 加仓 |
| BAC | BANK AMERICA CORP | $34.36万 | 0.11% | 6,030 | -309 | -4.9% | -$1.76万 | 减仓 |
| NFLX | NETFLIX INC. | $35.44万 | 0.11% | 4,964 | 245 | 5.2% | $1.75万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $35.71万 | 0.11% | 4,584 | 489 | 11.9% | $3.81万 | 加仓 |
| CRWV | COREWEAVE INC | $36.10万 | 0.11% | 3,627 | 729 | 25.2% | $7.26万 | 加仓 |
| SYK | STRYKER CORPORATION | $36.30万 | 0.11% | 1,153 | 126 | 12.3% | $3.97万 | 加仓 |
| MTUM | ISHARES TR | $36.42万 | 0.11% | 1,063 | 70 | 7.0% | $2.40万 | 加仓 |
| DE | DEERE & CO | $37.25万 | 0.12% | 587 | 2 | 0.3% | $1,269 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $37.36万 | 0.12% | 7,715 | 1,275 | 19.8% | $6.17万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $37.61万 | 0.12% | 3,830 | 3,830 | — | $37.61万 | 新建仓 |
| IWY | ISHARES TR | $38.27万 | 0.12% | 1,317 | 1,317 | — | $38.27万 | 新建仓 |
| REMX | VANECK ETF TRUST | $38.44万 | 0.12% | 4,343 | 4,343 | — | $38.44万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.59万 | 0.12% | 530 | 530 | — | $39.59万 | 新建仓 |
| ETN | EATON CORP PLC | $39.74万 | 0.12% | 933 | -551 | -37.1% | -$23.47万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $40.32万 | 0.12% | 3,408 | -629 | -15.6% | -$7.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.40万 | 0.13% | 846 | -36 | -4.1% | -$1.72万 | 减仓 |
| DAPP | VANECK ETF TRUST | $41.21万 | 0.13% | 21,264 | 1,211 | 6.0% | $2.35万 | 加仓 |
| SE | SEA LTD | $41.26万 | 0.13% | 4,306 | 371 | 9.4% | $3.56万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $41.57万 | 0.13% | 7,057 | 7,057 | — | $41.57万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.78万 | 0.13% | 844 | 294 | 53.5% | $14.56万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $42.52万 | 0.13% | 2,680 | -796 | -22.9% | -$12.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.44万 | 0.14% | 928 | 928 | — | $46.44万 | 新建仓 |
| GARP | ISHARES TR | $47.08万 | 0.15% | 5,703 | 2,516 | 78.9% | $20.77万 | 加仓 |
| NET | CLOUDFLARE INC | $47.81万 | 0.15% | 1,949 | 152 | 8.5% | $3.73万 | 加仓 |
| KKR | KKR & CO INC | $51.91万 | 0.16% | 5,656 | 314 | 5.9% | $2.88万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $52.29万 | 0.16% | 14,033 | 7,613 | 118.6% | $28.37万 | 加仓 |
| RBRK | RUBRIK INC. | $53.15万 | 0.16% | 6,621 | 16 | 0.2% | $1,284 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $53.30万 | 0.17% | 5,777 | 473 | 8.9% | $4.36万 | 加仓 |
| BX | BLACKSTONE INC | $53.67万 | 0.17% | 4,561 | 238 | 5.5% | $2.80万 | 加仓 |
| QUAL | ISHARES TR | $54.45万 | 0.17% | 2,481 | 358 | 16.9% | $7.86万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $55.11万 | 0.17% | 18,364 | 3,776 | 25.9% | $11.33万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $55.74万 | 0.17% | 1,485 | -2 | -0.1% | -$751 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $58.06万 | 0.18% | 6,049 | 2,323 | 62.3% | $22.30万 | 加仓 |
| CRM | SALESFORCE INC | $60.04万 | 0.19% | 3,832 | 37 | 1.0% | $5,797 | 加仓 |
| SHOP | SHOPIFY INC | $61.02万 | 0.19% | 5,344 | 353 | 7.1% | $4.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.17万 | 0.20% | 1,260 | 12 | 1.0% | $6,016 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $63.84万 | 0.20% | 33,060 | -137 | -0.4% | -$2,645 | 减仓 |
| DGRO | ISHARES TR | $64.53万 | 0.20% | 8,515 | 8,515 | — | $64.53万 | 新建仓 |
| TFC | TRUIST FINL CORP | $65.96万 | 0.20% | 13,240 | -168 | -1.3% | -$8,370 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $69.77万 | 0.22% | 13,815 | 1,361 | 10.9% | $6.87万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $70.43万 | 0.22% | 1,771 | 274 | 18.3% | $10.90万 | 加仓 |
| NOW | SERVICENOW INC | $71.78万 | 0.22% | 7,230 | 524 | 7.8% | $5.20万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $71.85万 | 0.22% | 12,037 | 4,531 | 60.4% | $27.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $72.66万 | 0.23% | 1,784 | -7 | -0.4% | -$2,851 | 减仓 |
| AXON | AXON ENTERPRISE INC | $72.99万 | 0.23% | 1,302 | 190 | 17.1% | $10.65万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $73.51万 | 0.23% | 25,005 | -169 | -0.7% | -$4,969 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $73.88万 | 0.23% | 10,238 | 168 | 1.7% | $1.21万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $74.02万 | 0.23% | 8,592 | 8,592 | — | $74.02万 | 新建仓 |