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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 24
增持 43
减持 38
清仓 45
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
-$31.3M
39,374,171
+1%
增持
TLH
ISHARES TR
-$27.9M
6,457,236
+8%
增持
DFEM
DIMENSIONAL ETF TRUST
+$23.7M
13,543,648
+12%
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
DFAT
DIMENSIONAL ETF TRUST
+$21.5M
8,948,684
+7%
增持
DFGR
DIMENSIONAL ETF TRUST
+$20.0M
12,399,429
+17%
增持
DISV
DIMENSIONAL ETF TRUST
+$19.9M
6,367,210
+14%
减持
AMGN
AMGEN INC
+$16.4M
352,603
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$16.2M
6,877,041
+14%
增持
DIHP
DIMENSIONAL ETF TRUST
+$10.8M
5,915,578
+15%
增持
DFIC
DIMENSIONAL ETF TRUST
+$10.0M
15,170,436
+7%
减持
AAPL
APPLE INC
-$8.0M
294,821
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.3M
486,816
+204%
减持
MUB
ISHARES TR
-$4.7M
243,901
-12%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.5M
1,419,443
-2%
增持
DFSU
DIMENSIONAL ETF TRUST
+$3.2M
206,868
+130%
增持
DFSI
DIMENSIONAL ETF TRUST
+$2.2M
126,138
+167%
增持
DFSE
DIMENSIONAL ETF TRUST
+$2.1M
185,129
+67%
减持
DFAR
DIMENSIONAL ETF TRUST
-$2.0M
456,077
-10%
增持
ET
ENERGY TRANSFER L P
+$1.6M
124,948
+1120%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.5M
483,940
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.3M
1,469,901
-1%
减持
MSFT
MICROSOFT CORP
-$1.3M
46,411
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
-$1.1M
1,537,518
+0%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$1.1M
0
-100%
增持
ABBV
ABBVIE INC
+$924.4K
64,368
+0%
增持
—
EXXON MOBIL CORP
+$862.4K
68,994
+2%
减持
—
SPLUNK INC
-$845.8K
2,597
-78%
增持
NEM
NEWMONT CORP
-$829.6K
149,033
+0%
增持
—
ACTIVISION BLIZZARD INC
+$813.3K
82,723
+1%
减持
GOOGL
ALPHABET INC
+$743.0K
69,524
-0%
减持
—
DANIMER SCIENTIFIC INC
-$740.4K
135,564
-68%
增持
—
LUCID GROUP INC
+$726.1K
156,950
+615%
减持
JNJ
JOHNSON & JOHNSON
-$708.5K
24,826
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$693.9K
15,050
+16%
增持
ABT
ABBOTT LABS
-$666.4K
56,289
+0%
增持
LLY
ELI LILLY & CO
+$644.0K
9,073
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$638.9K
4,162
+90%
增持
META
META PLATFORMS INC
+$629.0K
41,141
+1%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$607.5K
0
-100%
增持
COP
CONOCOPHILLIPS
+$597.8K
19,934
+15%
增持
QQQ
INVESCO QQQ TR
+$565.9K
5,023
+50%
增持
CAT
CATERPILLAR INC
+$561.0K
6,588
+31%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$561.0K
100,000
减持
RTX
RTX CORPORATION
-$539.6K
19,880
-1%
减持
NVDA
NVIDIA CORPORATION
-$528.5K
14,293
-10%
建仓
KVUE
KENVUE INC
+$517.1K
25,751
增持
CVX
CHEVRON CORP NEW
+$498.1K
32,730
+3%
增持
UNP
UNION PAC CORP
+$486.1K
7,969
+43%
减持
AVMU
AMERICAN CENTY ETF TR
-$472.6K
97,098
-6%
减持
DFAS
DIMENSIONAL ETF TRUST
-$469.9K
139,537
-2%
减持
DFIP
DIMENSIONAL ETF TRUST
-$456.6K
80,340
-9%
增持
SYY
SYSCO CORP
-$418.9K
51,406
+0%
清仓
—
CRH PLC
-$396.1K
0
-100%
建仓
—
CRH PLC
+$389.0K
7,108
减持
IAU
ISHARES GOLD TR
-$380.3K
27,874
-25%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$380.0K
5,518
+28%
减持
OVV
OVINTIV INC
+$376.4K
39,659
-0%
减持
DE
DEERE & CO
-$365.2K
12,899
-0%
清仓
—
VMWARE INC
-$364.7K
0
-100%
减持
GOOG
ALPHABET INC
+$353.7K
66,430
-4%
增持
PSX
PHILLIPS 66
+$341.5K
8,839
+17%
减持
CME
CME GROUP INC
+$337.3K
146,906
-6%
减持
PEP
PEPSICO INC
-$320.1K
12,661
-5%
减持
VBR
VANGUARD INDEX FDS
-$313.2K
46,424
-1%
增持
WFC
WELLS FARGO CO NEW
+$298.3K
51,108
+22%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$293.6K
161
减持
KO
COCA COLA CO
-$290.3K
40,111
-5%
清仓
SCHD
SCHWAB STRATEGIC TR
-$289.8K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$288.7K
0
-100%
清仓
—
LIBERTY MEDIA CORP DEL
-$285.3K
0
-100%
减持
IVV
ISHARES TR
-$282.5K
8,120
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$279.5K
1,191
-42%
增持
NVO
NOVO-NORDISK A S
+$279.4K
24,884
+103%
清仓
ILMN
ILLUMINA INC
-$269.0K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$264.4K
468,800
-1%
增持
—
ASML HOLDING N V
-$260.8K
2,167
+2%
清仓
MTZ
MASTEC INC
-$260.4K
0
-100%
减持
HD
HOME DEPOT INC
-$250.3K
15,555
-2%
清仓
—
INTERPUBLIC GROUP COS INC
-$249.5K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$245.1K
4,628
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$243.6K
25,493
+1%
清仓
CLX
CLOROX CO DEL
-$243.4K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$243.1K
4,135
清仓
ENB
ENBRIDGE INC
-$241.7K
0
-100%
清仓
SCHO
SCHWAB STRATEGIC TR
-$241.6K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$238.1K
0
-100%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$236.1K
3,791
清仓
LW
LAMB WESTON HLDGS INC
-$232.5K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$231.6K
0
-100%
清仓
NXST
NEXSTAR MEDIA GROUP INC
-$231.3K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$230.9K
0
-100%
增持
MCD
MCDONALDS CORP
-$230.2K
10,162
+4%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$229.2K
0
-100%
建仓
PBF
PBF ENERGY INC
+$229.1K
4,280
清仓
ARMK
ARAMARK
-$228.2K
0
-100%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$227.4K
2,490
建仓
—
ESSENT GROUP LTD
+$226.0K
4,779
建仓
WDC
WESTERN DIGITAL CORP.
+$225.8K
4,949
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$225.2K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$225.1K
73
减持
PFE
PFIZER INC
-$224.7K
61,064
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$223.2K
53,527
+2%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$222.8K
0
-100%
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$219.6K
0
-100%
清仓
RMBS
RAMBUS INC DEL
-$219.2K
0
-100%
建仓
RRC
RANGE RES CORP
+$218.6K
6,745
清仓
—
KELLOGG CO
-$217.9K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$216.7K
798
建仓
—
BIT DIGITAL INC
+$214.0K
100,000
清仓
THO
THOR INDS INC
-$213.4K
0
-100%
建仓
MUSA
MURPHY USA INC
+$213.2K
624
清仓
TFX
TELEFLEX INCORPORATED
-$210.1K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$209.7K
4,359
建仓
MUR
MURPHY OIL CORP
+$209.4K
4,618
清仓
AGCO
AGCO CORP
-$209.4K
0
-100%
清仓
—
PDC ENERGY INC
-$209.2K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$209.2K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$208.9K
0
-100%
清仓
TMHC
TAYLOR MORRISON HOME CORP
-$208.0K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$208.0K
0
-100%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$207.8K
0
-100%
清仓
MCO
MOODYS CORP
-$207.2K
0
-100%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$207.2K
0
-100%
清仓
EXP
EAGLE MATLS INC
-$206.7K
0
-100%
建仓
—
UNITED STATES STL CORP NEW
+$206.6K
6,360
清仓
AMG
AFFILIATED MANAGERS GROUP IN
-$206.4K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$206.3K
1,344
建仓
—
CHAMPIONX CORPORATION
+$205.8K
5,779
减持
T
AT&T INC
-$205.8K
142,946
-3%
清仓
Z
ZILLOW GROUP INC
-$204.7K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$204.6K
3,103
减持
—
MEDTRONIC PLC
-$204.1K
16,256
-3%
清仓
—
COOPER COS INC
-$204.0K
0
-100%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$203.4K
0
-100%
减持
BSVO
EA SERIES TRUST
+$203.1K
776,088
-1%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$202.8K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$202.7K
8,349
清仓
WCC
WESCO INTL INC
-$202.7K
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$202.6K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$202.0K
1,669
建仓
NRG
NRG ENERGY INC
+$201.8K
5,240
减持
DFNM
DIMENSIONAL ETF TRUST
-$199.1K
45,677
-6%
增持
DIS
DISNEY WALT CO
-$198.5K
30,749
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$197.8K
16,226
-17%
增持
COST
COSTCO WHSL CORP NEW
+$197.8K
4,443
+3%
清仓
VKTX
VIKING THERAPEUTICS INC
-$195.9K
0
-100%
增持
HSY
HERSHEY CO
-$194.2K
4,003
+0%
减持
F
FORD MTR CO DEL
-$193.4K
56,483
-5%
减持
IWF
ISHARES TR
-$190.8K
19,779
-0%
增持
MRK
MERCK & CO INC
-$190.3K
30,851
+6%
