小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 41
增持 76
减持 22
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$195.3M
39,149,037
+15%
增持
DFGR
DIMENSIONAL ETF TRUST
+$147.6M
10,572,008
+135%
增持
DFEM
DIMENSIONAL ETF TRUST
+$146.1M
12,143,519
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。
+96%
增持
DFIC
DIMENSIONAL ETF TRUST
+$133.6M
14,184,744
+62%
增持
DFAT
DIMENSIONAL ETF TRUST
+$115.0M
8,349,302
+36%
增持
DUHP
DIMENSIONAL ETF TRUST
+$79.5M
6,044,975
+88%
增持
DIHP
DIMENSIONAL ETF TRUST
+$62.3M
5,160,797
+95%
增持
DISV
DIMENSIONAL ETF TRUST
+$60.0M
5,562,355
+85%
增持
TLH
ISHARES TR
+$10.6M
5,991,666
+5%
减持
DFAR
DIMENSIONAL ETF TRUST
-$7.8M
504,583
-42%
增持
AMGN
AMGEN INC
-$6.6M
353,095
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.2M
1,444,402
+1%
减持
AAPL
APPLE INC
+$5.5M
301,392
-6%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$5.4M
7,267
-95%
增持
GOOG
ALPHABET INC
+$3.7M
69,480
+55%
增持
META
META PLATFORMS INC
+$3.1M
40,846
+0%
增持
GOOGL
ALPHABET INC
+$3.0M
69,799
+36%
增持
DFSE
DIMENSIONAL ETF TRUST
+$3.0M
110,619
+766%
增持
AMZN
AMAZON COM INC
+$2.9M
87,917
+7%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$2.7M
2,966,880
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
15,947
+3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.1M
1,531,563
-7%
减持
MSFT
MICROSOFT CORP
+$2.0M
46,941
-3%
增持
JPM
JPMORGAN CHASE & CO
+$1.8M
89,358
+4%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.8M
503,460
-6%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.8M
89,798
+218%
减持
MUB
ISHARES TR
-$1.4M
278,277
-4%
增持
TSLA
TESLA INC
+$1.3M
17,985
+11%
增持
IWB
ISHARES TR
+$1.3M
6,854
+317%
增持
SHV
ISHARES TR
+$1.3M
29,829
+64%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
17,157
+33%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
41,715
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.1M
36,559
减持
LLY
LILLY ELI & CO
+$1.1M
9,018
-0%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$1.1M
39,117
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.1M
473,566
-8%
增持
CME
CME GROUP INC
-$960.0K
156,923
+0%
增持
VUG
VANGUARD INDEX FDS
+$925.9K
8,317
+45%
增持
DFSI
DIMENSIONAL ETF TRUST
+$912.3K
47,249
+170%
减持
DFNM
DIMENSIONAL ETF TRUST
-$907.0K
48,744
-27%
增持
NEM
NEWMONT CORP
-$860.7K
148,533
+1%
减持
SUB
ISHARES TR
-$826.3K
28,346
-21%
增持
AVGO
BROADCOM INC
+$779.9K
2,700
+11%
减持
COST
COSTCO WHSL CORP NEW
-$765.2K
4,295
-31%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$755.1K
2,196
增持
ABBV
ABBVIE INC
-$734.1K
64,353
+9%
清仓
ABBNY
ABB LTD
-$727.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$697.9K
12,948
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$694.2K
160,351
-23%
建仓
AI
C3 AI INC
+$686.2K
18,836
增持
GILD
GILEAD SCIENCES INC
+$661.5K
15,504
+141%
增持
ORCL
ORACLE CORP
+$657.2K
13,525
+32%
增持
OVV
OVINTIV INC
+$633.1K
39,669
+63%
增持
—
SPLUNK INC
+$582.4K
11,553
+72%
增持
SCZ
ISHARES TR
+$579.9K
17,129
+137%
减持
BSVO
EA SERIES TRUST
-$578.6K
784,012
-6%
增持
JNJ
JOHNSON & JOHNSON
+$573.4K
27,641
+7%
增持
HD
HOME DEPOT INC
+$562.3K
15,936
+7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$558.3K
4,112
+9%
减持
IWF
ISHARES TR
+$557.9K
19,812
-1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$556.0K
15,597
增持
ABT
ABBOTT LABS
+$546.0K
56,118
+2%
增持
VTV
VANGUARD INDEX FDS
+$492.3K
5,421
+169%
增持
MCD
MCDONALDS CORP
+$488.8K
9,743
+13%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$487.7K
339
+144%
清仓
OUSA
ALPS ETF TR
-$475.1K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$445.5K
10,454
+103%
增持
IAU
ISHARES GOLD TR
+$424.0K
37,252
+49%
增持
MRK
MERCK & CO INC
+$419.7K
29,175
+5%
增持
T
AT&T INC
-$412.4K
147,513
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$405.1K
1,488,131
-2%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$404.8K
6,372
增持
VOO
VANGUARD INDEX FDS
+$391.8K
4,433
+18%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$385.7K
15,829
增持
QQQ
INVESCO QQQ TR
+$365.2K
3,340
+23%
建仓
—
VMWARE INC
+$364.7K
2,538
减持
BANF
BANCFIRST CORP
-$356.7K
7,277
-41%
清仓
ONEQ
FIDELITY COMWLTH TR
-$353.2K
0
-100%
增持
NVS
NOVARTIS AG
+$351.1K
25,215
+6%
增持
HON
HONEYWELL INTL INC
+$348.8K
4,535
+46%
增持
VBR
VANGUARD INDEX FDS
+$348.6K
46,659
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$347.3K
4,311
+60%
增持
NSC
NORFOLK SOUTHN CORP
+$344.4K
6,115
+24%
建仓
CAH
CARDINAL HEALTH INC
+$342.9K
3,626
建仓
RAVI
FLEXSHARES TR
+$339.8K
4,534
减持
DFAS
DIMENSIONAL ETF TRUST
-$337.5K
142,230
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
+$336.4K
25,150
-3%
增持
XPEL
XPEL INC
+$331.5K
11,628
+22%
减持
TM
TOYOTA MOTOR CORP
+$329.3K
17,297
-0%
建仓
DRI
DARDEN RESTAURANTS INC
+$318.1K
1,904
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$303.5K
3,757
增持
—
EATON CORP PLC
+$300.4K
4,816
+24%
增持
CMCSA
COMCAST CORP NEW
+$297.4K
57,141
+4%
增持
UNP
UNION PAC CORP
+$296.8K
5,555
+33%
增持
AVUS
AMERICAN CENTY ETF TR
+$294.8K
61,385
+1%
建仓
EEM
ISHARES TR
+$291.7K
7,374
减持
AFL
AFLAC INC
-$290.1K
8,334
-38%
增持
CSX
CSX CORP
+$287.2K
24,045
+35%
建仓
WHR
WHIRLPOOL CORP
+$284.9K
1,915
增持
GS
GOLDMAN SACHS GROUP INC
+$282.6K
4,451
+26%
建仓
ACWX
ISHARES TR
+$281.7K
5,724
建仓
XYL
XYLEM INC
+$281.4K
2,499
增持
UNH
UNITEDHEALTH GROUP INC
+$278.8K
7,324
+7%
建仓
IWC
ISHARES TR
+$277.0K
2,534
增持
NFLX
NETFLIX INC
+$274.0K
2,858
+0%
建仓
—
LAM RESEARCH CORP
+$272.6K
424
增持
—
BROOKFIELD RENEWABLE CORP
+$269.5K
22,619
+78%
增持
WMT
WALMART INC
+$265.5K
19,723
+3%
建仓
TLTD
FLEXSHARES TR
+$264.7K
4,079
增持
TJX
TJX COS INC NEW
+$260.8K
7,573
+56%
增持
WFC
WELLS FARGO CO NEW
+$260.5K
41,940
+2%
增持
PEP
PEPSICO INC
+$248.1K
13,310
+9%
建仓
PRSU
VIAD CORP
+$246.5K
9,169
增持
CAT
CATERPILLAR INC
+$245.9K
5,029
+16%
增持
LOW
LOWES COS INC
+$245.1K
4,864
+14%
建仓
CLX
CLOROX CO DEL
+$243.4K
1,530
建仓
ENB
ENBRIDGE INC
+$241.7K
6,505
清仓
IEFA
ISHARES TR
-$240.1K
0
-100%
建仓
WSFS
WSFS FINL CORP
+$239.9K
6,361
增持
VEA
VANGUARD TAX-MANAGED FDS
+$237.4K
56,204
+8%
清仓
AEE
AMEREN CORP
-$236.6K
0
-100%
建仓
GQRE
FLEXSHARES TR
+$236.5K
4,459
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$236.2K
3,283
清仓
ENPH
ENPHASE ENERGY INC
-$235.9K
0
-100%
增持
BX
BLACKSTONE INC
+$235.9K
8,321
+36%
建仓
IJR
ISHARES TR
+$235.5K
2,363
增持
PG
PROCTER AND GAMBLE CO
+$234.7K
20,681
+6%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$234.6K
67,082
-14%
建仓
TRU
TRANSUNION
+$231.8K
2,959
清仓
CFG
CITIZENS FINL GROUP INC
-$230.8K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$229.2K
1,453
建仓
ONTO
ONTO INNOVATION INC
+$228.7K
1,964
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$228.3K
5,684
建仓
ARMK
ARAMARK
+$228.2K
5,300
建仓
CLH
CLEAN HARBORS INC
+$227.6K
1,384
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$225.2K
1,547
建仓
USFD
US FOODS HLDG CORP
+$224.0K
5,092
清仓
MED
MEDIFAST INC
-$223.7K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$223.6K
2,492
增持
MLM
MARTIN MARIETTA MATLS INC
+$223.6K
1,411
+17%
清仓
WAT
WATERS CORP
-$223.6K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$222.2K
2,877
建仓
RMBS
RAMBUS INC DEL
+$219.2K
3,416
增持
DIS
DISNEY WALT CO
-$214.9K
30,138
+4%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$214.4K
0
-100%
建仓
CE
CELANESE CORP DEL
+$213.9K
1,847
建仓
FICO
FAIR ISAAC CORP
+$213.6K
264
建仓
THO
THOR INDS INC
+$213.4K
2,062
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$213.1K
9,204
+18%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$210.6K
0
-100%
