FW

Forefront Wealth Management INC.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.4亿

申报季度: 2025-12-31 · 持股只数: 71

FOREFRONT WEALTH MANAGEMENT INC.在最新一期 13F 报告中披露了 71 项持股，申报期为 2025-12-31，总持股市值约为 US$1.4亿，季度换手率为 14.8%。

浏览其他1 亿至 10 亿美元机构浏览其他以“F”开头的机构

机构性格雪花图

集中度
14.16
持仓稳定性
14.82
动能／逆势
100
行业集中度
61.09
多样化
100
仓位均衡度
87.61

近期动向

  • 加仓 GOOGL

    -2.8%　US$139.1万

  • 加仓 SIVR

    +1.2%　US$114.9万

  • 减仓 MSFT

    -1.1%　-US$84.7万

  • 减仓 VG

    -18.3%　-US$102.0万

  • 减仓 TMUS

    -25.6%　-US$100.0万

  • 减仓 OKE

    -29.9%　-US$87.7万

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
1JEPIJpmorgan Equity Premium IncoETF-其他7.51%+0.36%+7.08%
2MSFTMicrosoft CORP股票-科技7.36%-0.78%-1.08%
3AMZNAmazon.com INC股票-周期性消费5.92%+0.21%+0.78%
4TSMTaiwan Semiconductor-sp Adr股票-科技5.44%+0.09%-4.50%
5AAPLApple INC股票-科技5.11%+0.15%-1.35%
6GOOGLAlphabet Inc-cl A股票-通信服务4.97%+0.91%-2.80%
7JEPQJPM Nasdaq Equity PremiumETF-科技型4.92%-0.02%+0.83%
8AUAngloGold Ashanti plc股票-原材料3.34%+0.46%-2.36%
9COSTCostco Wholesale CORP股票-非周期性消费2.92%-0.33%-1.34%
10HWMHowmet Aerospace INC股票-工业2.84%—-3.45%
11CATCaterpillar INC股票-工业2.77%+0.37%-1.46%
12JPIEJpmorgan Income ETFETF-其他2.43%+0.03%+3.95%
13SIVRAbrdn Physical Silver SharesETF-避险与商品2.35%+0.79%+1.18%
14JPMJpmorgan Chase & Co股票-金融2.22%—-0.57%
15METAMeta Platforms Inc-class A股票-通信服务2.15%-0.21%+3.77%
16FDDFirst Trust Stoxx EuropeETF-其他1.95%+0.09%-1.15%
17EWJVIshares Msci Japan Value ETFETF-其他1.94%—+0.07%
18FEZState Street Spdr Euro StoxxETF-其他1.93%—-0.69%
19LDOSLeidos Holdings INC股票-科技1.93%-0.16%-1.37%
20SHELShell Plc-adr股票-能源1.84%—-2.12%
21EPIWisdomtree India EarningsETF-其他1.80%+0.03%-0.89%
22ABTAbbott Laboratories股票-医疗保健1.69%-0.16%-0.25%
23GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股与成长1.60%—+1.12%
24REGNRegeneron Pharmaceuticals股票-医疗保健1.58%+0.39%-1.25%
25VGTVanguard Info Tech ETFETF-科技型1.53%+0.04%+4.00%
26OKEOneok INC股票-能源1.51%-0.68%-29.93%
27MCDMcdonald's CORP股票-周期性消费1.42%—-1.83%
28TMUST-mobile US INC股票-通信服务1.23%-0.76%-25.63%
29QQQInvesco Qqq Trust Series 1ETF-科技型1.05%-0.15%-12.51%
30HOODRobinhood Markets INC - A股票-金融0.95%-0.28%-0.26%
31UNHUnitedhealth Group INC股票-医疗保健0.94%—-1.45%
32NVONovo-nordisk A/s-spons Adr股票-医疗保健0.93%+0.93%NEW
33AMGNAmgen INC股票-医疗保健0.91%+0.09%-2.10%
34GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型0.90%—+2.86%
35AAAUGoldman Sachs Physical GoldETF-避险与商品0.90%+0.15%+9.43%
36MRKMerck & Co. INC.股票-医疗保健0.76%+0.13%-0.89%
37HDVIshares Core High Dividend EETF-其他0.70%+0.04%+9.71%
38UBERUber Technologies INC股票-工业0.68%-0.16%-0.42%
39VGVenture Global Inc-cl A股票-能源0.47%-0.76%-18.26%
40NVDANvidia CORP股票-科技0.44%-0.17%-26.02%
41SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.41%+0.41%NEW
42PFEPfizer INC股票-医疗保健0.37%——
43LMTLockheed Martin CORP股票-工业0.33%—-1.55%
44XOMExxon Mobil CORP股票-能源0.32%—+0.05%
45ABBVAbbvie INC股票-医疗保健0.30%——
46BIVVanguard Intermediate-term BETF-其他0.30%+0.10%+49.77%
47ETREntergy CORP股票-公用事业0.27%——
48VOOVanguard S&p 500 ETFETF-大型股与成长0.26%——
49BXBlackstone INC股票-金融0.22%——
50SPAISafe Pro Group INC股票-其他0.20%—+122.62%
1–50 of 71

本季持股变动

Forefront Wealth Management INC. 在 2025-12-31 最显著的持仓异动： 新建仓: Novo-nordisk A/s-spons Adr (NVO); 清仓: Ishares Ethereum Trust ETF (ETHA); 新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Red Cat Holdings INC (RCAT).

Forefront Wealth Management INC. 于截至 2025-12-31 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
1GOOGLAlphabet Inc-cl A+0.9%-2.80%减仓
2SIVRAbrdn Physical Silver Shares+0.8%+1.18%加仓
3AUAngloGold Ashanti plc+0.5%-2.36%减仓
4REGNRegeneron Pharmaceuticals+0.4%-1.25%减仓
5CATCaterpillar INC+0.4%-1.46%减仓
6JEPIJpmorgan Equity Premium Inco+0.4%+7.08%加仓
7AMZNAmazon.com INC+0.2%+0.78%加仓
8AAPLApple INC+0.2%-1.35%减仓
9AAAUGoldman Sachs Physical Gold+0.2%+9.43%加仓
10MRKMerck & Co. INC.+0.1%-0.89%减仓
11BIVVanguard Intermediate-term B+0.1%+49.77%加仓
12TSMTaiwan Semiconductor-sp Adr+0.1%-4.50%减仓
13FDDFirst Trust Stoxx Europe+0.1%-1.15%减仓
14AMGNAmgen INC+0.1%-2.10%减仓
15VGTVanguard Info Tech ETF0%+4.00%加仓
16HDVIshares Core High Dividend E0%+9.71%加仓
17JPIEJpmorgan Income ETF0%+3.95%加仓
18EPIWisdomtree India Earnings0%-0.89%减仓
19JEPQJPM Nasdaq Equity Premium0%+0.83%加仓
20QQQInvesco Qqq Trust Series 1-0.2%-12.51%减仓
21UBERUber Technologies INC-0.2%-0.42%减仓
22ABTAbbott Laboratories-0.2%-0.25%减仓
23LDOSLeidos Holdings INC-0.2%-1.37%减仓
24NVDANvidia CORP-0.2%-26.02%减仓
25METAMeta Platforms Inc-class A-0.2%+3.77%加仓
26✓ -0.2%-81.22%减仓
27HOODRobinhood Markets INC - A-0.3%-0.26%减仓
28COSTCostco Wholesale CORP-0.3%-1.34%减仓
29OKEOneok INC-0.7%-29.93%减仓
30VGVenture Global Inc-cl A-0.8%-18.26%减仓
31TMUST-mobile US INC-0.8%-25.63%减仓
32MSFTMicrosoft CORP-0.8%-1.08%减仓
33NVONovo-nordisk A/s-spons Adr—NEW新建仓
34ETHAIshares Ethereum Trust ETF—EXIT清仓
35SPYSs Spdr S&p 500 ETF Trust-us—NEW新建仓
36IBITIshares Bitcoin Trust ETF—EXIT清仓
37RCATRed Cat Holdings INC—EXIT清仓
38XLUSt Sr Utl Sl Se Spdr Etf-usd—NEW新建仓
39VSTVistra CORP—EXIT清仓
40TTDTrade Desk Inc/the -class A—NEW新建仓
41AXONAxon Enterprise INC—EXIT清仓
42NEMNewmont CORP—NEW新建仓
43DISWalt Disney Co/the—EXIT清仓
44ROIVRoivant Sciences Ltd.—NEW新建仓
45MSIMotorola Solutions INC—EXIT清仓
46WFCWells Fargo & Co—NEW新建仓
47CAHCardinal Health INC—NEW新建仓
48GHGuardant Health INC—NEW新建仓
49SOUNSoundhound Ai Inc-a—EXIT清仓
50UAMYUnited States Antimony CORP—NEW新建仓

FAQ

Forefront Wealth Management INC. 是什么机构？属于哪种投资人类型？
Forefront Wealth Management INC. 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 71 个已申报仓位之中。
Forefront Wealth Management INC. 目前前几大持股有哪些？
根据最新 13F 申报，Forefront Wealth Management INC. 按市值排列的前几大持股为： 1. Jpmorgan Equity Premium Inco (JEPI) — US$1047.0万 (7.5%) 2. Microsoft CORP (MSFT) — US$1025.3万 (7.4%) 3. Amazon.com INC (AMZN) — US$824.8万 (5.9%) 4. Taiwan Semiconductor-sp Adr (TSM) — US$758.0万 (5.4%) 5. Apple INC (AAPL) — US$712.7万 (5.1%)
Forefront Wealth Management INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Forefront Wealth Management INC. 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 10 个既有持股、减仓 22 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Novo-nordisk A/s-spons Adr (NVO); 清仓: Ishares Ethereum Trust ETF (ETHA); 新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Ishares Bitcoin Trust ETF (IBIT); 清仓: Red Cat Holdings INC (RCAT)
Forefront Wealth Management INC. 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 Wealth Management INC. 的主要板块分布如下： • Information Technology: 35.4% • Communication Services: 16.1% • Health Care: 14.4% • Consumer Discretionary: 13.9% • Industrials: 7.2% • Financials: 6.6%

同行推荐

资产规模相近的机构

SC

Sky-mountain Capital Management, INC.

申报总市值

US$1.4亿

37 stks

2026-03-31

集中度100.0
持仓稳定性12.1
行业集中度72.5

资产规模与本机构相差仅 0.0%

查看详情
AF

Ares Financial Consulting, LLC

申报总市值

US$1.4亿

1,132 stks

2026-06-30

集中度11.4
持仓稳定性16.1
行业集中度50.5

资产规模与本机构相差仅 0.0%

查看详情
LI

Landmark Investment Partners, L.p.

申报总市值

US$1.4亿

30 stks

2026-03-31

集中度20.7
持仓稳定性100.0
行业集中度100.0

资产规模与本机构相差仅 0.0%

查看详情

风格推荐

持仓风格相似的机构

PP

Pillar Pacific Capital Management LLC

申报总市值

US$12.9亿

567 stks

2021-03-31

集中度4.5
持仓稳定性13.5
行业集中度59.3

前五大持仓重叠 4/5 档，同样重仓 Apple INC

查看详情
TF

Thoroughbred Financial Services, LLC

申报总市值

US$16.7亿

574 stks

2026-03-31

集中度4.6
持仓稳定性13.8
行业集中度78.2

前五大持仓重叠 4/5 档，同样重仓 Apple INC

查看详情
CI

Chiron Investment Management, LLC

申报总市值

US$3.0亿

86 stks

2024-12-31

集中度9.1
持仓稳定性0.0
行业集中度52.5

前五大持仓重叠 4/5 档，同样重仓 Microsoft CORP

查看详情