FOREFRONT WEALTH MANAGEMENT INC.
CIK 1904828 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $139.4M
- 持仓
- 71
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 7622（共 9443） · 前 80.7%
投资组合价值同比（季度）：+2.2% 13F不披露现金
- 前十大持仓权重
- 50.33%
- 前二十五大持仓权重
- 80.05%
- 持仓高于 1%
- 29
- 有效持仓数量
- 28.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 3.81% 估计买入 $5250741 · 卖出 $6261095
中位数持有期：4.5 季度 跟踪时间 Q4 2024–Q4 2025 · 84.5% 仍持有
- 新仓位
- 10
- 增加
- 18
- 减少
- 37
- 已结清
- 8
本页内容
行业细分
Technology
18.7%
Industrials
9.1%
Retail
8.8%
Healthcare
8.0%
Communication Services
7.3%
Energy
4.3%
Materials
3.6%
Financials
2.4%
Financial Services
1.5%
Consumer Discretionary
1.4%
Telecommunication
1.2%
Utilities
0.8%
其他/未映射
32.8%
完整投资组合 71 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| JEPI | $10469560 | 7.51% | 182906 | $716554 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $10252866 | 7.36% | 21200 | $-847226 | 下跌 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8248122 | 5.92% | 35734 | $462829 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7580408 | 5.44% | 24945 | $285206 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $7126743 | 5.11% | 26215 | $360403 | 下跌 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6921025 | 4.97% | 22112 | $1390899 | 下跌 ×4 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $6859121 | 4.92% | 118017 | $126978 | 上涨 ×1 | ||
| AU AngloGold Ashanti PLC Ordinary Shares | $4653912 | 3.34% | 54572 | $723015 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $4075921 | 2.92% | 4727 | $-358433 | 下跌 ×4 | ||
| HWM Howmet Aerospace Inc. Common Stock | $3964559 | 2.84% | 19337 | $34411 | 下跌 ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $3867445 | 2.77% | 6751 | $598682 | 下跌 ×2 | ||
| JPIE | $3385965 | 2.43% | 73147 | $120178 | 上涨 ×2 | ||
| SIVR | $3281216 | 2.35% | 48510 | $1148622 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3092731 | 2.22% | 9598 | $47848 | 下跌 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3000115 | 2.15% | 4545 | $-216193 | 上涨 ×1 | ||
| FDD | $2713548 | 1.95% | 155060 | $180080 | 下跌 ×2 | ||
| EWJV iShares MSCI Japan Value ETF | $2706573 | 1.94% | 68138 | $47553 | 上涨 ×1 | ||
| FEZ | $2692859 | 1.93% | 41821 | $76924 | 下跌 ×2 | ||
| LDOS Leidos Holdings, Inc. Common Stock | $2687298 | 1.93% | 14896 | $-166644 | 下跌 ×4 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $2557961 | 1.84% | 34812 | $14004 | 下跌 ×3 | ||
| EPI | $2505489 | 1.80% | 54126 | $91574 | 下跌 ×2 | ||
| ABT Abbott Laboratories Common Stock | $2359016 | 1.69% | 18828 | $-169072 | 下跌 ×4 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $2226704 | 1.60% | 42172 | $48577 | 上涨 ×2 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $2199435 | 1.58% | 2849 | $577527 | 下跌 ×3 | ||
| VGT | $2135326 | 1.53% | 2833 | $101625 | 上涨 ×3 | ||
| OKE ONEOK, Inc. Common Stock | $2104367 | 1.51% | 28631 | $-877198 | 下跌 ×4 | ||
| MCD McDonald's Corporation Common Stock | $1984037 | 1.42% | 6492 | $-25627 | 下跌 ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1708573 | 1.23% | 8415 | $-1000035 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1469619 | 1.05% | 2392 | $-171650 | 下跌 ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $1326211 | 0.95% | 11726 | $-357156 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1303871 | 0.94% | 3950 | $-79969 | 下跌 ×2 | ||
| NVO Novo Nordisk A/S Common Stock | $1294947 | 0.93% | 25451 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $1266308 | 0.91% | 3869 | $151107 | 下跌 ×3 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $1256691 | 0.90% | 23769 | $44416 | 上涨 ×1 | ||
| AAAU | $1251013 | 0.90% | 29401 | $226843 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1060179 | 0.76% | 10072 | $207282 | 下跌 ×1 | ||
| HDV | $974486 | 0.70% | 8013 | $80140 | 上涨 ×3 | ||
| UBER Uber Technologies, Inc. Common Stock | $948408 | 0.68% | 11607 | $-193530 | 下跌 ×1 | ||
| VG Venture Global, Inc. Class A common stock | $660033 | 0.47% | 96779 | $-1020049 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $613637 | 0.44% | 3290 | $-216128 | 下跌 ×3 | ||
| SPY SPY | $578268 | 0.41% | 848 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $516382 | 0.37% | 20738 | $-12028 | |||
| LMT Lockheed Martin Corporation Common Stock | $460595 | 0.33% | 952 | $-22055 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $449660 | 0.32% | 3737 | $28539 | 上涨 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $413402 | 0.30% | 1809 | $-5518 | |||
| BIV | $412691 | 0.30% | 5299 | $136384 | 上涨 ×3 | ||
| ETR Entergy Corporation Common Stock | $369720 | 0.27% | 4000 | $-3040 | |||
| VOO | $357464 | 0.26% | 570 | $8407 | |||
| BX Blackstone Inc. Common Stock | $310300 | 0.22% | 2013 | $-33639 | |||
| SPAI Safe Pro Group Inc. - Common Stock | $282464 | 0.20% | 67900 | $68354 | 上涨 ×1 | ||
| XLU XLU | $266684 | 0.19% | 6247 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $265559 | 0.19% | 1494 | $-37623 | 下跌 ×1 | ||
| DTM DT Midstream, Inc. Common Stock | $259586 | 0.19% | 2169 | $18994 | 上涨 ×1 | ||
| CW Curtiss-Wright Corporation Common Stock | $255789 | 0.18% | 464 | $-1565 | 下跌 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $254818 | 0.18% | 2195 | $12055 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $251137 | 0.18% | 2880 | $-21523 | 上涨 ×3 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $245241 | 0.18% | 279 | $20670 | 下跌 ×1 | ||
| APH Amphenol Corporation Common Stock | $245009 | 0.18% | 1813 | $19413 | 下跌 ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $239277 | 0.17% | 677 | $8182 | 下跌 ×1 | ||
| NRG NRG Energy, Inc. Common Stock | $236790 | 0.17% | 1487 | $-11317 | 下跌 ×1 | ||
| TTD The Trade Desk, Inc. - Class A Common Stock | $231252 | 0.17% | 6092 | 上涨 ×1 | |||
| RSP | $229024 | 0.16% | 1196 | $2394 | 上涨 ×3 | ||
| IBM International Business Machines Corporation Common Stock | $214456 | 0.15% | 724 | $6786 | 下跌 ×1 | ||
| NEM Newmont Corporation | $213180 | 0.15% | 2135 | 上涨 ×1 | |||
| ROIV Roivant Sciences Ltd. - Common Shares | $208797 | 0.15% | 9622 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $204952 | 0.15% | 2199 | 上涨 ×1 | |||
| CAH Cardinal Health, Inc. Common Stock | $204473 | 0.15% | 995 | 上涨 ×1 | |||
| GH Guardant Health, Inc. - Common Stock | $204280 | 0.15% | 2000 | 上涨 ×1 | |||
| UAMY United States Antimony Corporation Common Stock | $118592 | 0.09% | 23624 | 上涨 ×1 | |||
| AUTL Autolus Therapeutics plc - American Depositary Shares | $53471 | 0.04% | 26870 | $9673 | |||
| RZLV Rezolve AI PLC - Ordinary Shares | $35338 | 0.03% | 13750 | $-329198 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| UBER | 2025年6月30日 | 31713 | $2310609 | -14.6% |
| IBIT | 2025年3月31日 | 14950 | $793098 | |
| INTC | 2025年9月30日 | 34223 | $766598 | 171.0% |
| ETHA | 2025年12月31日 | 19648 | $619108 | |
| IBIT | 2025年12月31日 | 8480 | $551200 | |
| AXON | 2025年3月31日 | 547 | $325093 | 20.4% |
| RCAT | 2025年12月31日 | 29000 | $300150 | 21.1% |
| LLY | 2025年3月31日 | 379 | $292634 | 53.5% |
| ASML | 2025年3月31日 | 404 | $280004 | 164.6% |
| VST | 2025年12月31日 | 1278 | $250386 | -13.0% |
| BRKB | 2025年9月30日 | 500 | $242885 | 不再跟踪 |
| AXON | 2025年12月31日 | 318 | $228210 | 11.5% |
| DIS | 2025年12月31日 | 1830 | $209552 | -5.0% |
| MSI | 2025年3月31日 | 450 | $208004 | 10.3% |
| AFL | 2025年9月30日 | 1962 | $206913 | 3.8% |
| MSI | 2025年12月31日 | 450 | $205781 | 26.0% |
| SOUN | 2025年12月31日 | 10165 | $163453 | -28.5% |