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Forum Financial Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Forum Financial Management, LP
报告期 2026-03-31 · CIK 0001911832
持仓数
331
前50大市值合计
$6.81B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 34
增持 42
减持 35
清仓 39
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
-$73.3M
30,218,561
+7%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$42.8M
1,354,451
增持
DFAT
DIMENSIONAL ETF TRUST
-$19.5M
5,329,690
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$12.5M
306,265
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$11.8M
1,347,452
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$9.4M
3,498,836
+19%
增持
MUB
ISHARES TR
+$8.1M
95,187
+404%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$7.7M
359,954
建仓
DFEM
DIMENSIONAL ETF TRUST
+$4.3M
182,198
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.9M
1,410,895
+33%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$3.8M
3,333,951
+19%
建仓
SUB
ISHARES TR
+$3.7M
35,098
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.1M
179,000
+78%
建仓
—
TOTALENERGIES SE
+$3.1M
58,983
增持
AMZN
AMAZON COM INC
-$3.1M
71,115
+2075%
增持
TLT
ISHARES TR
+$2.9M
38,086
+244%
减持
—
DANIMER SCIENTIFIC INC
-$2.7M
519,260
-40%
减持
DFIV
DIMENSIONAL ETF TRUST
-$2.3M
421,084
-3%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$2.2M
99,819
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.1M
22,209
增持
MSFT
MICROSOFT CORP
-$2.0M
46,974
+3%
增持
META
META PLATFORMS INC
-$1.8M
32,712
+2%
增持
TSLA
TESLA INC
-$1.8M
5,323
+6%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
11,980
-9%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$1.8M
82,132
建仓
DISV
DIMENSIONAL ETF TRUST
+$1.7M
80,378
减持
INTC
INTEL CORP
-$1.6M
30,488
-45%
增持
DE
DEERE & CO
-$1.3M
12,272
+2%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$1.3M
56,104
增持
NEM
NEWMONT CORP
-$1.3M
91,696
+8%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.2M
25,337
增持
JPM
JPMORGAN CHASE & CO
-$1.2M
93,101
+9%
建仓
BANF
BANCFIRST CORP
+$1.2M
12,349
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.1M
110,165
-3%
清仓
VTEB
Vanguard Tax-Exempt Bond ETF
-$1.1M
0
-100%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.0M
50,613
+103%
减持
WMT
WALMART INC
-$1.0M
17,408
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.0M
197,168
-3%
减持
BAC
BK OF AMERICA CORP
-$997.0K
98,296
-0%
增持
IWF
ISHARES TR
-$922.0K
16,248
+1%
清仓
TIP
iShares TIPS Bond
-$885.0K
0
-100%
增持
AMGN
AMGEN INC
+$869.0K
473,763
+0%
增持
VBR
VANGUARD INDEX FDS
-$852.0K
48,473
+5%
减持
VUG
VANGUARD INDEX FDS
-$796.0K
5,378
-22%
建仓
TRV
TRAVELERS COMPANIES INC
+$739.0K
4,372
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$700.0K
3,497
-20%
增持
SPY
SPDR S&P 500 ETF TR
-$699.0K
11,848
+4%
建仓
QQQ
INVESCO QQQ TR
+$695.0K
2,478
减持
SHEL
SHELL PLC
-$690.0K
31,203
-26%
清仓
NFLX
Netflix Inc
-$667.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$655.0K
67,503
-1%
减持
PG
PROCTER AND GAMBLE CO
-$631.0K
19,709
-13%
减持
CMCSA
COMCAST CORP NEW
-$631.0K
49,282
-10%
减持
DHR
DANAHER CORPORATION
-$630.0K
5,227
-22%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$625.0K
15,207
-0%
增持
ABT
ABBOTT LABS
+$609.0K
56,281
+21%
减持
BND
VANGUARD BD INDEX FDS
-$603.0K
8,857
-45%
减持
T
AT&T INC
-$602.0K
108,257
-11%
增持
BHP
BHP GROUP LTD
-$591.0K
29,710
+2%
建仓
OVV
OVINTIV INC
+$566.0K
12,819
清仓
—
O Shares FTSE US Quality Dividend ETF
-$512.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$487.0K
36,269
减持
USB
US BANCORP DEL
-$486.0K
11,905
-39%
增持
CVX
CHEVRON CORP NEW
-$473.0K
29,065
+1%
建仓
OUSA
ALPS ETF TR
+$467.0K
11,579
清仓
—
GlaxoSmithKline PLC Spons ADR
-$456.0K
0
-100%
清仓
MRVL
Marvell Tech Group Ltd
-$453.0K
0
-100%
建仓
CVNA
CARVANA CO
+$452.0K
20,000
增持
GOOGL
ALPHABET INC
-$443.0K
2,561
+18%
减持
WFC
WELLS FARGO CO NEW
-$425.0K
37,317
-4%
增持
SONY
SONY GROUP CORPORATION
-$425.0K
20,403
+0%
建仓
FTNT
FORTINET INC
+$424.0K
7,500
清仓
CTSH
Cognizant Tech Sol Cl A
-$417.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$417.0K
33,172
-20%
建仓
PWR
QUANTA SVCS INC
+$408.0K
3,258
减持
—
SPLUNK INC
-$406.0K
6,182
-4%
清仓
ISRG
Intuitive Surgical New
-$404.0K
0
-100%
清仓
BIV
Vanguard Bond Index Fund
-$393.0K
0
-100%
减持
BA
BOEING CO
-$389.0K
3,623
-22%
增持
—
ASML HOLDING N V
-$387.0K
2,124
+1%
增持
COST
COSTCO WHSL CORP NEW
-$385.0K
5,793
+5%
减持
V
VISA INC
-$383.0K
13,054
-2%
增持
PFE
PFIZER INC
+$378.0K
72,985
+10%
清仓
ALLY
Ally Financial Inc
-$377.0K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$374.0K
2,768
增持
LLY
LILLY ELI & CO
+$361.0K
8,684
+1%
建仓
TGT
TARGET CORP
+$357.0K
2,530
建仓
—
SPDR SER TR
+$350.0K
4,352
清仓
BNDX
Vanguard Total International Bond ETF
-$347.0K
0
-100%
增持
—
WHITE MTNS INS GROUP LTD
+$345.0K
924
+30%
清仓
EBAY
Ebay Inc Com
-$343.0K
0
-100%
增持
GOOG
ALPHABET INC
-$335.0K
2,095
+19%
减持
C
CITIGROUP INC
-$329.0K
22,313
-12%
建仓
AVDE
AMERICAN CENTY ETF TR
+$325.0K
6,378
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$325.0K
22,788
+16%
增持
AMD
ADVANCED MICRO DEVICES INC
-$323.0K
17,890
+16%
清仓
NET
Cloudflare Inc
-$317.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$315.0K
43,530
+12%
清仓
ILMN
Illumina Inc
-$314.0K
0
-100%
清仓
BAX
Baxter Intl
-$312.0K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$310.0K
3,893
减持
SAP
SAP SE
-$309.0K
15,157
-0%
清仓
CAR
Avis Budget Group Inc
-$305.0K
0
-100%
增持
F
FORD MTR CO DEL
-$304.0K
56,930
+3%
增持
HUM
HUMANA INC
+$302.0K
1,611
+55%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$300.0K
2,163
减持
MU
MICRON TECHNOLOGY INC
-$299.0K
11,904
-3%
清仓
—
Aptiv Plc
-$297.0K
0
-100%
清仓
TWLO
Twilio Inc Cl A
-$296.0K
0
-100%
清仓
SHOP
SHOPIFY INC COM CL A
-$296.0K
0
-100%
增持
AVGO
BROADCOM INC
-$295.0K
2,671
+6%
清仓
AGG
iShares Core US Aggregate Bond ETF
-$291.0K
0
-100%
清仓
KSS
Kohls Corporation
-$290.0K
0
-100%
减持
—
BLACKROCK INC
-$288.0K
1,049
-14%
清仓
TRU
Transunion Com
-$287.0K
0
-100%
减持
HTH
HILLTOP HOLDINGS INC
-$286.0K
15,001
-36%
清仓
—
Royal Caribbean Cruisesf
-$285.0K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$283.0K
5,095
清仓
LULU
Lululemon Athletica
-$279.0K
0
-100%
清仓
—
CARNIVAL CORPPAIRED CTF
-$279.0K
0
-100%
清仓
IDXX
Idexx Labs Inc
-$277.0K
0
-100%
清仓
EXPE
Expedia Inc
-$276.0K
0
-100%
清仓
NVR
NVR Inc
-$276.0K
0
-100%
清仓
FTV
Fortive Corporation
-$275.0K
0
-100%
清仓
UHAL
Amerco Com
-$275.0K
0
-100%
清仓
MKC
Mc Cormick & Co Inc
-$273.0K
0
-100%
清仓
CMG
Chipotle Mexican Grill
-$273.0K
0
-100%
增持
DIOD
DIODES INC
-$273.0K
12,494
+1%
增持
QCOM
QUALCOMM INC
-$272.0K
11,104
+0%
建仓
—
KELLOGG CO
+$272.0K
3,816
减持
ADI
ANALOG DEVICES INC
-$271.0K
4,824
-18%
增持
KO
COCA COLA CO
+$270.0K
36,351
+12%
增持
SCHW
SCHWAB CHARLES CORP
-$268.0K
12,836
+0%
清仓
CMI
Cummins Inc
-$268.0K
0
-100%
清仓
ASAN
Asana Inc Ordinary Shares - Class A
-$267.0K
0
-100%
建仓
EQH
EQUITABLE HLDGS INC
+$265.0K
10,183
建仓
—
JAZZ PHARMACEUTICALS PLC
+$264.0K
1,692
清仓
OMC
Omnicom Group Inc Com
-$263.0K
0
-100%
建仓
SQ
BLOCK INC
+$263.0K
4,278
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$263.0K
3,864
-18%
清仓
—
Syneos Health Inc Cl A
-$263.0K
0
-100%
清仓
XRAY
Dentsply Intl Inc
-$261.0K
0
-100%
增持
MRK
MERCK & CO INC
+$261.0K
20,770
+4%
清仓
CCK
Crown Cork & Seal Inc Com
-$261.0K
0
-100%
清仓
TROW
Rowe T Price Group inc
-$260.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$259.0K
6,429
-42%
建仓
ONB
OLD NATL BANCORP IND
+$257.0K
17,344
建仓
GL
GLOBE LIFE INC
+$256.0K
2,627
建仓
CSGP
COSTAR GROUP INC
+$252.0K
4,172
减持
HON
HONEYWELL INTL INC
-$252.0K
2,335
-31%
