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Forefront Analytics, LLC

趋势追踪型行业集中型高品质投资策略

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 39

Forefront Analytics, LLC在最新一期 13F 报告中披露了 39 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 29.4%。

机构性格雪花图

集中度
43.64
持仓稳定性
29.44
动能／逆势
100
行业集中度
92.6
多样化
78
仓位均衡度
81.72

近期动向

  • 减仓 MTUM

    -52.2%　-US$686.1万

  • 加仓 ESGD

    +20.5%　US$424.6万

  • 减仓 VEA

    -61.6%　-US$466.5万

  • 加仓 ESGG

    +92.4%　US$412.2万

  • 加仓 NULV

    +38.4%　US$253.3万

  • 加仓 ESGE

    +1.6%　US$73.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1ESGDIshares Trust Ishares Esg AwETF-其他22.13%+4.40%+20.47%
2ESGEIshares INC Ishares Esg AwarETF-其他15.28%+1.10%+1.57%
3VWOVanguard Ftse Emerging MarkeETF-新兴市场8.86%+0.26%-0.52%
4HDVIshares Core High Dividend EETF-其他8.40%+0.96%-1.76%
5NULVNuveen Esg Large-cap Val ETFETF-其他8.10%+2.48%+38.39%
6ESGGFlexshares Stoxx Global EsgETF-其他8.04%+3.87%+92.35%
7DBEFXtrackers Msci Eafe Hedged EETF-其他5.70%+0.27%-0.75%
8MTUMIshares Msci USA Momentum FaETF-其他5.29%-5.90%-52.15%
9VEAVanguard Ftse Developed ETFETF-其他2.76%-4.04%-61.60%
10IVVIshares Core S&p 500 ETFETF-大型股与成长2.66%-0.19%-4.95%
11NVDANvidia CORP股票-科技2.26%-0.04%+1.90%
12HEEMIshares Crncy Hedgd Msci EmETF-其他1.97%+0.12%-2.71%
13JPMJpmorgan Chase & Co股票-金融1.33%+0.38%+48.64%
14DEDeere & Co股票-工业0.58%+0.11%+0.26%
15UNHUnitedhealth Group INC股票-医疗保健0.49%+0.07%+36.57%
16EWEdwards Lifesciences CORP股票-医疗保健0.48%+0.02%+7.54%
17ABTAbbott Laboratories股票-医疗保健0.47%+0.05%+34.27%
18EESWisdomtree US Smallcap FundETF-其他0.43%-0.46%-53.65%
19SCHDSchwab US Dvd Equity ETFETF-其他0.42%+0.42%NEW
20MDTMedtronic plc股票-医疗保健0.42%+0.06%+24.28%
21SSOProshares Ultra S&p500ETF-其他0.39%-0.03%+0.22%
22INCYIncyte CORP股票-医疗保健0.36%-0.09%-18.56%
23UWMProshares Ultra Russell2000ETF-其他0.34%+0.01%+0.16%
24PFEPfizer INC股票-医疗保健0.33%-0.09%-31.48%
25OTFBlue Owl Technology Finance股票-其他0.33%+0.33%NEW
26REGNRegeneron Pharmaceuticals股票-医疗保健0.32%+0.03%+7.73%
27TMOThermo Fisher Scientific INC股票-医疗保健0.26%-0.04%-1.19%
28LEGNLegend Biotech Corp-adr股票-其他0.26%+0.26%NEW
29VTVVanguard Value ETFETF-其他0.24%-0.34%-61.99%
30DHRDanaher CORP股票-医疗保健0.22%+0.04%+40.77%
31PMPhilip Morris International股票-非周期性消费0.22%+0.02%+0.90%
32DFSVDimensional US Small Cap ValETF-中小型股0.20%+0.20%NEW
33NKTXNkarta INC股票-其他0.08%+0.01%+7.70%
34✓ Zura Bio LTD股票-其他0.08%-0.01%-23.89%
35GERNGeron CORP股票-其他0.07%+0.01%+7.41%
36ANNXAnnexon INC股票-其他0.07%+0.01%+7.67%
37BCYCBicycle Therapeutics Plc-adr股票-其他0.06%-0.02%+7.65%
38CTMXCytomx Therapeutics INC股票-其他0.05%-0.02%-33.28%
39MREOMereo Biopharma Group Pl-adr股票-其他0.04%+0.03%+302.22%

本季持股变动

Forefront Analytics, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Core 30/70 Conservat (AOK); 清仓: First Trust North American E (EMLP); 清仓: Ishares 3-7 Year Treasury Bo (IEI); 新建仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Blue Owl Technology Finance (OTF).

Forefront Analytics, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1ESGDIshares Trust Ishares Esg Aw+4.4%+20.47%加仓
2ESGGFlexshares Stoxx Global Esg+3.9%+92.35%加仓
3NULVNuveen Esg Large-cap Val ETF+2.5%+38.39%加仓
4ESGEIshares INC Ishares Esg Awar+1.1%+1.57%加仓
5HDVIshares Core High Dividend E+1%-1.76%减仓
6JPMJpmorgan Chase & Co+0.4%+48.64%加仓
7DBEFXtrackers Msci Eafe Hedged E+0.3%-0.75%减仓
8VWOVanguard Ftse Emerging Marke+0.3%-0.52%减仓
9HEEMIshares Crncy Hedgd Msci Em+0.1%-2.71%减仓
10DEDeere & Co+0.1%+0.26%加仓
11UNHUnitedhealth Group INC+0.1%+36.57%加仓
12MDTMedtronic plc+0.1%+24.28%加仓
13ABTAbbott Laboratories+0.1%+34.27%加仓
14DHRDanaher CORP0%+40.77%加仓
15MREOMereo Biopharma Group Pl-adr0%+302.22%加仓
16REGNRegeneron Pharmaceuticals0%+7.73%加仓
17PMPhilip Morris International0%+0.90%加仓
18EWEdwards Lifesciences CORP0%+7.54%加仓
19NKTXNkarta INC0%+7.70%加仓
20GERNGeron CORP0%+7.41%加仓
21ANNXAnnexon INC0%+7.67%加仓
22UWMProshares Ultra Russell20000%+0.16%加仓
23✓ Zura Bio LTD0%-23.89%减仓
24BCYCBicycle Therapeutics Plc-adr0%+7.65%加仓
25CTMXCytomx Therapeutics INC0%-33.28%减仓
26SSOProshares Ultra S&p5000%+0.22%加仓
27NVDANvidia CORP0%+1.90%加仓
28TMOThermo Fisher Scientific INC0%-1.19%减仓
29INCYIncyte CORP-0.1%-18.56%减仓
30PFEPfizer INC-0.1%-31.48%减仓
31IVVIshares Core S&p 500 ETF-0.2%-4.95%减仓
32VTVVanguard Value ETF-0.3%-61.99%减仓
33EESWisdomtree US Smallcap Fund-0.5%-53.65%减仓
34VEAVanguard Ftse Developed ETF-4%-61.60%减仓
35MTUMIshares Msci USA Momentum Fa-5.9%-52.15%减仓
36AOKIshares Core 30/70 Conservat—EXIT清仓
37EMLPFirst Trust North American E—EXIT清仓
38IEIIshares 3-7 Year Treasury Bo—EXIT清仓
39SCHDSchwab US Dvd Equity ETF—NEW新建仓
40OTFBlue Owl Technology Finance—NEW新建仓
41LEGNLegend Biotech Corp-adr—NEW新建仓
42HYGIshr Ibx Usd Hiyld Cb Etf-ui—EXIT清仓
43TIPIshares Tips Bond ETF—EXIT清仓
44IGFIshares Global Infrastructur—EXIT清仓
45LQDIshr Ibx Usd Invgd Cb Etf-ui—EXIT清仓
46DFSVDimensional US Small Cap Val—NEW新建仓
47MIRMMirum Pharmaceuticals INC—EXIT清仓

FAQ

Forefront Analytics, LLC 是什么机构？属于哪种投资人类型？
Forefront Analytics, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 39 个已申报仓位之中。
Forefront Analytics, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Forefront Analytics, LLC 按市值排列的前几大持股为： 1. Ishares Trust Ishares Esg Aw (ESGD) — US$2432.8万 (22.1%) 2. Ishares INC Ishares Esg Awar (ESGE) — US$1679.9万 (15.3%) 3. Vanguard Ftse Emerging Marke (VWO) — US$973.8万 (8.9%) 4. Ishares Core High Dividend E (HDV) — US$924.1万 (8.4%) 5. Nuveen Esg Large-cap Val ETF (NULV) — US$890.2万 (8.1%)
Forefront Analytics, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Forefront Analytics, LLC 共进行了 47 项显著调整：新建仓 4 个仓位、加仓 21 个既有持股、减仓 14 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Ishares Core 30/70 Conservat (AOK); 清仓: First Trust North American E (EMLP); 清仓: Ishares 3-7 Year Treasury Bo (IEI); 新建仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Blue Owl Technology Finance (OTF)
Forefront Analytics, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Forefront Analytics, LLC 的主要板块分布如下： • Health Care: 43.3% • Information Technology: 29.1% • Financials: 17.2% • Industrials: 7.5% • Consumer Staples: 2.8%