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 |
|---|---|---|---|---|---|---|---|---|
| IWC | ISHARES TR | $76.12万 | 0.32% | 4,769 | 2,162 | 82.9% | $34.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $76.18万 | 0.32% | 1,791 | 3 | 0.2% | $1,276 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $76.97万 | 0.32% | 4,801 | 1,461 | 43.7% | $23.42万 | 加仓 |
| USRT | ISHARES TR | $77.63万 | 0.32% | 13,116 | 1,324 | 11.2% | $7.84万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $78.44万 | 0.33% | 3,130 | -1,818 | -36.7% | -$45.56万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $80.03万 | 0.33% | 2,050 | 1,396 | 213.5% | $54.50万 | 加仓 |
| — | PACER FDS TR | $84.79万 | 0.35% | 44,675 | 2,726 | 6.5% | $5.17万 | 加仓 |
| ORCL | ORACLE CORP | $86.97万 | 0.36% | 5,912 | 922 | 18.5% | $13.56万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $89.40万 | 0.37% | 13,093 | -27,514 | -67.8% | -$187.87万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $89.84万 | 0.38% | 14,020 | 1,470 | 11.7% | $9.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $90.13万 | 0.38% | 23,459 | 16,573 | 240.7% | $63.67万 | 加仓 |
| MELI | MERCADOLIBRE INC | $97.17万 | 0.41% | 562 | 265 | 89.2% | $45.82万 | 加仓 |
| GEV | GE VERNOVA INC | $98.24万 | 0.41% | 1,125 | 128 | 12.8% | $11.18万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $98.24万 | 0.41% | 4,892 | -1,220 | -20.0% | -$24.50万 | 减仓 |
| GE | GE AEROSPACE | $100.31万 | 0.42% | 3,534 | 209 | 6.3% | $5.93万 | 加仓 |
| IGM | ISHARES TR | $102.70万 | 0.43% | 8,666 | 5,729 | 195.1% | $67.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $107.50万 | 0.45% | 27,663 | 21,161 | 325.5% | $82.23万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $110.45万 | 0.46% | 20,108 | 3,437 | 20.6% | $18.88万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $110.50万 | 0.46% | 20,004 | -5,239 | -20.8% | -$28.94万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $118.16万 | 0.49% | 10,557 | -1,617 | -13.3% | -$18.10万 | 减仓 |
| IJR | ISHARES TR | $118.40万 | 0.50% | 9,525 | 826 | 9.5% | $10.27万 | 加仓 |
| MUB | ISHARES TR | $119.72万 | 0.50% | 11,278 | 1,476 | 15.1% | $15.67万 | 加仓 |
| DTCR | GLOBAL X FDS | $119.73万 | 0.50% | 49,971 | 17,737 | 55.0% | $42.50万 | 加仓 |
| ASML | ASML HLDG NV | $120.20万 | 0.50% | 910 | 79 | 9.5% | $10.43万 | 加仓 |
| TSLA | TESLA INC | $122.01万 | 0.51% | 3,282 | 567 | 20.9% | $21.08万 | 加仓 |
| ILF | ISHARES TR | $123.89万 | 0.52% | 34,878 | 34,878 | — | $123.89万 | 新建仓 |
| IWR | ISHARES TR | $128.34万 | 0.54% | 13,199 | 1,922 | 17.0% | $18.69万 | 加仓 |
| SMH | VANECK ETF TRUST | $132.21万 | 0.55% | 3,449 | -126 | -3.5% | -$4.83万 | 减仓 |
| IQLT | ISHARES TR | $133.74万 | 0.56% | 28,930 | 4,908 | 20.4% | $22.69万 | 加仓 |
| IWF | ISHARES TR | $141.21万 | 0.59% | 3,311 | 29 | 0.9% | $1.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $150.31万 | 0.63% | 4,686 | 754 | 19.2% | $24.19万 | 加仓 |
| CALF | PACER FDS TR | $150.90万 | 0.63% | 33,631 | 4,365 | 14.9% | $19.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $156.67万 | 0.66% | 5,455 | 793 | 17.0% | $22.78万 | 加仓 |
| SHLD | GLOBAL X FDS | $160.45万 | 0.67% | 22,650 | 22,650 | — | $160.45万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $165.21万 | 0.69% | 8,121 | 536 | 7.1% | $10.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $165.60万 | 0.69% | 2,771 | 180 | 6.9% | $10.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $170.23万 | 0.71% | 12,809 | -2,438 | -16.0% | -$32.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $178.84万 | 0.75% | 58,293 | -1,320 | -2.2% | -$4.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $194.27万 | 0.81% | 5,750 | 630 | 12.3% | $21.29万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $197.36万 | 0.83% | 31,487 | -8,148 | -20.6% | -$51.07万 | 减仓 |
| META | META PLATFORMS INC | $199.06万 | 0.83% | 3,478 | 1,025 | 41.8% | $58.66万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $199.63万 | 0.84% | 89,161 | 8,193 | 10.1% | $18.34万 | 加仓 |
| IWL | ISHARES TR | $209.14万 | 0.88% | 13,032 | 2,294 | 21.4% | $36.82万 | 加仓 |
| USFR | WISDOMTREE TR | $216.03万 | 0.90% | 42,914 | 62 | 0.1% | $3,121 | 加仓 |
| SPSM | SPDR SERIES TRUST | $217.78万 | 0.91% | 45,071 | 3,524 | 8.5% | $17.03万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $218.84万 | 0.92% | 13,378 | 2,225 | 19.9% | $36.40万 | 加仓 |
| PTLC | PACER FDS TR | $221.95万 | 0.93% | 42,309 | 8,783 | 26.2% | $46.08万 | 加仓 |
| — | ETF SER SOLUTIONS | $224.18万 | 0.94% | 58,532 | 12,863 | 28.2% | $49.27万 | 加仓 |
| — | NUSHARES ETF TR | $227.05万 | 0.95% | 65,627 | 13,467 | 25.8% | $46.59万 | 加仓 |
| GOOG | ALPHABET INC | $237.72万 | 0.99% | 8,287 | 1,635 | 24.6% | $46.90万 | 加仓 |
| AVGO | BROADCOM INC | $247.34万 | 1.04% | 7,991 | 1,491 | 22.9% | $46.15万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $274.29万 | 1.15% | 58,471 | 5,907 | 11.2% | $27.71万 | 加仓 |
| AAPL | APPLE INC | $276.71万 | 1.16% | 10,904 | 1,108 | 11.3% | $28.12万 | 加仓 |
| IUSB | ISHARES TR | $283.32万 | 1.19% | 61,337 | -174 | -0.3% | -$8,037 | 减仓 |
| IEMG | ISHARES INC | $292.49万 | 1.22% | 41,934 | 29,203 | 229.4% | $203.69万 | 加仓 |
| IJH | ISHARES TR | $295.71万 | 1.24% | 43,789 | 5,372 | 14.0% | $36.28万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $311.10万 | 1.30% | 68,149 | 7,854 | 13.0% | $35.85万 | 加仓 |
| IEFA | ISHARES TR | $347.44万 | 1.45% | 38,378 | 4,102 | 12.0% | $37.14万 | 加仓 |
| IVE | ISHARES TR | $350.32万 | 1.47% | 16,590 | 973 | 6.2% | $20.55万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $350.80万 | 1.47% | 88,968 | 12,660 | 16.6% | $49.92万 | 加仓 |
| IUSV | ISHARES TR | $379.84万 | 1.59% | 37,148 | -4,069 | -9.9% | -$41.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $387.78万 | 1.62% | 133,121 | -8,537 | -6.0% | -$24.87万 | 减仓 |
| AMZN | AMAZON COM INC | $390.74万 | 1.64% | 18,761 | 1,523 | 8.8% | $31.72万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $450.19万 | 1.88% | 48,532 | 1,477 | 3.1% | $13.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $465.26万 | 1.95% | 26,677 | 3,391 | 14.6% | $59.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $472.72万 | 1.98% | 12,770 | 2,828 | 28.4% | $104.69万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $708.09万 | 2.96% | 174,665 | 9,683 | 5.9% | $39.25万 | 加仓 |
| IVV | ISHARES TR | $867.00万 | 3.63% | 13,273 | 2,011 | 17.9% | $131.36万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $997.05万 | 4.17% | 203,770 | 61,711 | 43.4% | $301.95万 | 加仓 |
| AGG | ISHARES TR | $2,354.06万 | 9.85% | 237,137 | 34,619 | 17.1% | $343.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,825.43万 | 11.83% | 369,144 | 12,656 | 3.6% | $96.87万 | 加仓 |