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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 46
增持 59
减持 22
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
TLH
ISHARES TR
+$586.9M
5,425,609
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$245.2M
4,058
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$128.6M
6,099,360
+1594%
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。
增持
DFEM
DIMENSIONAL ETF TRUST
+$91.8M
4,277,653
+2248%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$90.8M
3,722,160
增持
DFAC
DIMENSIONAL ETF TRUST
+$85.2M
32,508,529
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$59.0M
2,549,903
+2455%
增持
DISV
DIMENSIONAL ETF TRUST
+$43.9M
2,052,682
+2454%
增持
DFAT
DIMENSIONAL ETF TRUST
+$40.9M
5,807,423
+9%
增持
DIHP
DIMENSIONAL ETF TRUST
+$40.1M
1,899,037
+2212%
增持
MUB
ISHARES TR
+$31.0M
389,441
+309%
增持
CME
CME GROUP INC
+$24.8M
156,831
+1992%
减持
AMGN
AMGEN INC
-$22.9M
351,740
-26%
增持
DFAR
DIMENSIONAL ETF TRUST
+$17.4M
885,705
+1479%
增持
DFCF
DIMENSIONAL ETF TRUST
+$14.4M
534,890
+199%
增持
DFUV
DIMENSIONAL ETF TRUST
+$8.4M
1,530,271
+13%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$5.9M
141,907
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.9M
1,437,856
+7%
建仓
AVMU
AMERICAN CENTY ETF TR
+$4.6M
100,338
清仓
TLT
ISHARES TR
-$4.4M
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.3M
1,597,251
+13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.7M
522,971
+24%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$3.4M
70,603
减持
OSBC
OLD SECOND BANCORP INC ILL
+$3.1M
2,976,113
-11%
增持
HD
HOME DEPOT INC
+$2.6M
15,046
+93%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.6M
154,065
+40%
减持
TFC
TRUIST FINL CORP
-$2.6M
14,511
-79%
减持
AAPL
APPLE INC
-$2.2M
305,230
-0%
建仓
CNP
CENTERPOINT ENERGY INC
+$2.1M
70,000
增持
DE
DEERE & CO
+$1.7M
12,521
+2%
增持
TSLA
TESLA INC
-$1.6M
15,852
+198%
减持
—
DANIMER SCIENTIFIC INC
-$1.6M
429,005
-17%
增持
GOOGL
ALPHABET INC
-$1.4M
47,144
+1741%
减持
—
EXXON MOBIL CORP
+$1.4M
66,275
-4%
增持
SDY
SPDR SER TR
+$1.3M
13,026
+399%
增持
AMZN
AMAZON COM INC
-$1.3M
74,783
+5%
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
87,292
-6%
增持
MRK
MERCK & CO INC
+$1.2M
27,823
+34%
增持
CVX
CHEVRON CORP NEW
+$1.2M
29,880
+3%
减持
PFE
PFIZER INC
-$1.0M
54,537
-25%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.0M
25,314
+297%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.0M
4,672
-82%
增持
META
META PLATFORMS INC
-$961.9K
35,841
+10%
建仓
AVRE
AMERICAN CENTY ETF TR
+$952.8K
23,170
增持
GOOG
ALPHABET INC
-$919.2K
41,292
+1871%
增持
VOO
VANGUARD INDEX FDS
+$908.4K
3,436
+299%
增持
NEM
NEWMONT CORP
+$877.9K
134,532
+47%
建仓
NFLX
NETFLIX INC
+$840.7K
2,851
增持
DFIP
DIMENSIONAL ETF TRUST
+$798.0K
73,470
+45%
增持
IWF
ISHARES TR
+$778.1K
20,216
+24%
增持
CNI
CANADIAN NATL RY CO
+$736.6K
11,504
+105%
减持
SYY
SYSCO CORP
-$694.2K
48,709
-7%
增持
AVEM
AMERICAN CENTY ETF TR
+$679.9K
17,798
+325%
建仓
VXUS
VANGUARD STAR FDS
+$620.4K
11,996
增持
WMT
WALMART INC
+$610.5K
19,229
+10%
建仓
SMTC
SEMTECH CORP
+$608.3K
21,201
建仓
AVUS
AMERICAN CENTY ETF TR
+$601.3K
8,842
增持
ABBV
ABBVIE INC
+$582.6K
58,589
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$575.1K
6,992
+153%
增持
—
TOTALENERGIES SE
+$557.0K
58,988
+0%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$550.4K
2,630
-12%
增持
LLY
LILLY ELI & CO
+$514.4K
9,101
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$510.0K
58,660
+23%
建仓
ISRG
INTUITIVE SURGICAL INC
+$501.8K
1,891
增持
IWD
ISHARES TR
+$484.5K
15,585
+20%
减持
COP
CONOCOPHILLIPS
+$454.4K
16,893
-1%
清仓
CVNA
CARVANA CO
-$452.0K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$447.8K
208,753
+6%
建仓
SD
SANDRIDGE ENERGY INC
+$442.7K
25,997
减持
BDX
BECTON DICKINSON & CO
-$439.1K
2,367
-44%
减持
SUB
ISHARES TR
-$418.0K
31,227
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$407.2K
4,433
+139%
建仓
FSLR
FIRST SOLAR INC
+$406.8K
2,716
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$406.3K
2,366
清仓
WHR
WHIRLPOOL CORP
-$405.0K
0
-100%
减持
CRM
SALESFORCE INC
-$392.4K
6,612
-14%
增持
MSFT
MICROSOFT CORP
-$391.6K
48,671
+4%
增持
BA
BOEING CO
+$382.1K
4,604
+27%
清仓
—
JACOBS ENGR GROUP INC
-$376.0K
0
-100%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$363.9K
163,331
+2%
增持
DHR
DANAHER CORPORATION
+$360.9K
6,352
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$360.0K
51,852
+56%
增持
SLB
SCHLUMBERGER LTD
+$357.6K
19,353
+2%
建仓
J
JACOBS SOLUTIONS INC
+$354.9K
2,956
建仓
ILMN
ILLUMINA INC
+$348.2K
1,722
增持
T
AT&T INC
+$340.8K
141,758
+31%
建仓
IQLT
ISHARES TR
+$339.7K
10,489
清仓
—
LAM RESEARCH CORP
-$339.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$333.0K
0
-100%
建仓
VTRS
VIATRIS INC
+$326.1K
29,295
增持
WTFC
WINTRUST FINL CORP
+$325.5K
10,477
+50%
减持
WBD
WARNER BROS DISCOVERY INC
-$303.4K
19,364
-47%
建仓
GSK
GSK PLC
+$301.6K
8,583
减持
MPC
MARATHON PETE CORP
+$301.2K
9,582
-3%
增持
USB
US BANCORP DEL
+$301.1K
19,471
+64%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$300.0K
0
-100%
增持
TM
TOYOTA MOTOR CORP
-$294.6K
17,297
+0%
清仓
—
SVB FINANCIAL GROUP
-$293.0K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$285.8K
2,925
增持
SPY
SPDR S&P 500 ETF TR
+$284.2K
12,432
+5%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$283.7K
121
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$283.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$280.0K
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$279.4K
700
增持
SCHW
SCHWAB CHARLES CORP
+$277.8K
13,077
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$277.5K
3,687
-24%
增持
NVO
NOVO-NORDISK A S
+$277.4K
11,308
+1%
建仓
IWS
ISHARES TR
+$275.6K
2,616
增持
LMT
LOCKHEED MARTIN CORP
+$273.0K
4,202
+2%
清仓
—
PARAMOUNT GLOBAL
-$272.0K
0
-100%
建仓
CMI
CUMMINS INC
+$268.7K
1,109
清仓
DFAI
DIMENSIONAL ETF TRUST
-$268.0K
0
-100%
清仓
—
ALLEGHANY CORP MD
-$267.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$266.1K
5,500
-5%
清仓
AIZ
ASSURANT INC
-$264.0K
0
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$264.0K
0
-100%
建仓
REET
ISHARES TR
+$261.9K
11,534
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$260.0K
0
-100%
增持
INTC
INTEL CORP
+$259.9K
53,003
+74%
增持
KO
COCA COLA CO
+$259.8K
40,037
+10%
增持
—
HORIZON THERAPEUTICS PUB L
+$257.3K
5,881
+14%
建仓
URI
UNITED RENTALS INC
+$256.3K
721
清仓
PHM
PULTE GROUP INC
-$252.0K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$250.3K
6,758
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$249.9K
4,534
建仓
MEDP
MEDPACE HLDGS INC
+$249.4K
1,174
减持
FDX
FEDEX CORP
-$247.8K
2,628
-15%
清仓
—
BROOKFIELD ASSET MGMT INC
-$247.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$245.0K
0
-100%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$241.6K
8,695
建仓
OMC
OMNICOM GROUP INC
+$240.9K
2,953
建仓
IDXX
IDEXX LABS INC
+$240.7K
590
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$240.2K
2,918
建仓
HCA
HCA HEALTHCARE INC
+$238.8K
995
建仓
EME
EMCOR GROUP INC
+$238.3K
1,609
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$237.1K
716
建仓
GMAB
GENMAB A/S
+$235.1K
5,548
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$233.4K
982
建仓
DKS
DICKS SPORTING GOODS INC
+$231.6K
1,925
减持
IVV
ISHARES TR
-$231.1K
9,419
-7%
建仓
BAX
BAXTER INTL INC
+$230.3K
4,519
清仓
—
NXP SEMICONDUCTORS N V
-$230.0K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$229.6K
2,261
建仓
VDE
VANGUARD WORLD FDS
+$228.4K
1,883
建仓
IP
INTERNATIONAL PAPER CO
+$226.7K
6,547
清仓
DXC
DXC TECHNOLOGY CO
-$226.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$226.0K
0
-100%
清仓
FMS
FRESENIUS MED CARE AG&CO KGA
-$226.0K
0
-100%
建仓
SHOP
SHOPIFY INC
+$224.9K
6,480
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$224.8K
1,314
