Forefront Wealth Management Inc. 13F 持仓 · 最近申报 2025年Q4
Forefront Wealth Management 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 1.39 亿美元。前几大持仓：JEPI（7.51%）、MSFT（7.36%）、AMZN（5.92%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.5M | 7.51% | 182,906 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $10.3M | 7.36% | 21,200 | 减持 |
| 3 | AMZN | AMAZON COM INC | $8.2M | 5.92% | 35,734 | 增持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.6M | 5.44% | 24,945 | 减持 |
| 5 | AAPL | APPLE INC | $7.1M | 5.11% | 26,215 | 减持 |
| 6 | GOOGL | ALPHABET INC | $6.9M | 4.97% | 22,112 | 减持 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.9M | 4.92% | 118,017 | 增持 |
| 8 | AU | ANGLOGOLD ASHANTI PLC | $4.7M | 3.34% | 54,572 | 减持 |
| 9 | COST | COSTCO WHSL CORP NEW | $4.1M | 2.92% | 4,727 | 减持 |
| 10 | HWM | HOWMET AEROSPACE INC | $4.0M | 2.84% | 19,337 | 减持 |
| 11 | CAT | CATERPILLAR INC | $3.9M | 2.77% | 6,751 | 减持 |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.43% | 73,147 | 增持 |
| 13 | SIVR | ABRDN SILVER ETF TRUST | $3.3M | 2.35% | 48,510 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO. | $3.1M | 2.22% | 9,598 | 减持 |
| 15 | META | META PLATFORMS INC | $3.0M | 2.15% | 4,545 | 增持 |
| 16 | FDD | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.95% | 155,060 | 减持 |
| 17 | EWJV | ISHARES TR | $2.7M | 1.94% | 68,138 | 增持 |
| 18 | FEZ | SPDR INDEX SHS FDS | $2.7M | 1.93% | 41,821 | 减持 |
| 19 | LDOS | LEIDOS HOLDINGS INC | $2.7M | 1.93% | 14,896 | 减持 |
| 20 | SHEL | SHELL PLC | $2.6M | 1.84% | 34,812 | 减持 |
| 21 | EPI | WISDOMTREE TR | $2.5M | 1.80% | 54,126 | 减持 |
| 22 | ABT | ABBOTT LABS | $2.4M | 1.69% | 18,828 | 减持 |
| 23 | GPIX | GOLDMAN SACHS ETF TR | $2.2M | 1.60% | 42,172 | 增持 |
| 24 | REGN | REGENERON PHARMACEUTICALS | $2.2M | 1.58% | 2,849 | 减持 |
| 25 | VGT | VANGUARD WORLD FD | $2.1M | 1.53% | 2,833 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR