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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 36
增持 55
减持 41
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$148.4M
40,368,686
+3%
增持
TLH
ISHARES TR
+$117.8M
6,961,445
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$84.3M
13,940,748
+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
DFEM
DIMENSIONAL ETF TRUST
+$72.7M
15,560,532
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$70.9M
9,168,412
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$58.0M
16,144,932
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$29.3M
7,198,384
+5%
建仓
HYD
VANECK ETF TRUST
+$27.5M
532,390
增持
DIHP
DIMENSIONAL ETF TRUST
+$21.8M
6,194,090
+5%
增持
DISV
DIMENSIONAL ETF TRUST
+$19.3M
6,621,270
+4%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$18.3M
757,106
增持
MUB
ISHARES TR
+$17.3M
390,549
+60%
增持
AAPL
APPLE INC
+$10.3M
315,483
+7%
清仓
—
ACTIVISION BLIZZARD INC
-$7.7M
0
-100%
减持
AMGN
AMGEN INC
+$6.0M
349,896
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.7M
1,384,231
-2%
增持
DFSU
DIMENSIONAL ETF TRUST
+$5.3M
355,302
+72%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.4M
1,596,743
+4%
增持
DFSE
DIMENSIONAL ETF TRUST
+$4.2M
305,499
+65%
增持
DFSI
DIMENSIONAL ETF TRUST
+$4.1M
241,246
+91%
减持
DFUV
DIMENSIONAL ETF TRUST
+$3.7M
1,442,067
-2%
增持
AMZN
AMAZON COM INC
+$3.5M
97,849
+10%
增持
MSFT
MICROSOFT CORP
+$3.4M
48,004
+3%
减持
OSBC
OLD SECOND BANCORP INC ILL
+$3.2M
2,725,377
-5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.7M
51,704
+543%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
91,865
+3%
增持
META
META PLATFORMS INC
+$2.3M
41,312
+0%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.8M
418,605
-14%
减持
BSVO
EA SERIES TRUST
+$1.7M
757,849
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
15,792
+10%
增持
ABT
ABBOTT LABS
+$1.3M
60,963
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
25,890
+2%
增持
INTC
INTEL CORP
+$1.2M
63,639
+13%
增持
AVGO
BROADCOM INC
+$1.1M
3,022
+11%
增持
—
EXXON MOBIL CORP
-$1.1M
70,218
+2%
减持
T
AT&T INC
-$1.0M
67,175
-53%
减持
VZ
VERIZON COMMUNICATIONS INC
-$997.7K
19,554
-63%
增持
DFIP
DIMENSIONAL ETF TRUST
+$908.8K
99,417
+24%
减持
VBR
VANGUARD INDEX FDS
+$902.6K
46,157
-1%
减持
DIS
DISNEY WALT CO
-$901.5K
17,618
-43%
减持
CVX
CHEVRON CORP NEW
-$864.7K
31,204
-5%
增持
TSLA
TESLA INC
+$858.4K
21,772
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$840.5K
15,304
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$829.5K
9,636
-58%
增持
VTI
VANGUARD INDEX FDS
+$807.6K
19,750
+8%
增持
GOOGL
ALPHABET INC
+$804.2K
70,887
+2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$786.7K
136,045
-3%
减持
AVRE
AMERICAN CENTY ETF TR
-$690.2K
18,841
-53%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$668.9K
26,211
-61%
减持
IWF
ISHARES TR
+$649.9K
19,497
-1%
增持
AVUS
AMERICAN CENTY ETF TR
+$642.4K
66,231
+2%
减持
HD
HOME DEPOT INC
+$617.0K
15,343
-1%
增持
COST
COSTCO WHSL CORP NEW
+$588.3K
4,694
+6%
减持
NEM
NEWMONT CORP
+$575.8K
146,957
-1%
清仓
—
HORIZON THERAPEUTICS PUB L
-$572.1K
0
-100%
清仓
SMTC
SEMTECH CORP
-$571.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$570.2K
21,031
-15%
减持
DFNM
DIMENSIONAL ETF TRUST
-$546.1K
32,499
-29%
减持
DFAR
DIMENSIONAL ETF TRUST
+$545.4K
415,482
-9%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$532.5K
270,000
+170%
增持
NFLX
NETFLIX INC
+$517.5K
3,668
+9%
减持
BAC
BANK AMERICA CORP
+$508.3K
93,079
-3%
减持
CRM
SALESFORCE INC
+$485.4K
8,086
-0%
增持
WMT
WALMART INC
+$478.5K
23,572
+16%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$473.4K
481,216
-1%
增持
BA
BOEING CO
+$471.0K
5,920
+6%
增持
V
VISA INC
+$468.4K
12,468
+3%
增持
VOO
VANGUARD INDEX FDS
+$467.2K
5,374
+12%
增持
IVV
ISHARES TR
+$431.2K
8,203
+1%
建仓
IWV
ISHARES TR
+$428.6K
1,566
增持
VEA
VANGUARD TAX-MANAGED FDS
+$414.8K
64,431
+5%
减持
PFE
PFIZER INC
-$404.4K
56,309
-8%
减持
WFC
WELLS FARGO CO NEW
+$401.2K
50,579
-1%
减持
GOOG
ALPHABET INC
+$392.6K
64,935
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$392.2K
16,357
+22%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$380.3K
43,024
-68%
减持
DHR
DANAHER CORPORATION
-$375.8K
5,841
-16%
建仓
MELI
MERCADOLIBRE INC
+$372.5K
237
增持
CVS
CVS HEALTH CORP
+$365.7K
17,856
+19%
减持
—
ASML HOLDING N V
+$359.3K
2,160
-0%
减持
NOK
NOKIA CORP
-$358.5K
47,801
-66%
减持
QCOM
QUALCOMM INC
+$356.7K
11,684
-3%
建仓
COIN
COINBASE GLOBAL INC
+$352.5K
2,027
增持
—
DEUTSCHE BANK A G
+$349.8K
90,645
+13%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$345.7K
1,354
清仓
—
BUNGE LIMITED
-$345.4K
0
-100%
增持
—
UBS GROUP AG
+$344.4K
53,851
+1%
建仓
ANSS
ANSYS INC
+$341.1K
940
减持
DFIV
DIMENSIONAL ETF TRUST
+$339.9K
454,952
-3%
增持
MU
MICRON TECHNOLOGY INC
+$326.0K
14,749
+8%
减持
BHP
BHP GROUP LTD
+$323.6K
29,217
-1%
建仓
—
BUNGE GLOBAL SA
+$322.1K
3,191
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$317.4K
331,716
+11%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$314.3K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$314.2K
12,639
-70%
增持
SHEL
SHELL PLC
+$312.5K
30,519
+16%
增持
C
CITIGROUP INC
+$306.8K
26,086
+4%
增持
SQ
BLOCK INC
+$306.3K
6,594
+43%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$303.3K
2,894
-30%
建仓
DOV
DOVER CORP
+$303.2K
1,971
建仓
RMBS
RAMBUS INC DEL
+$301.4K
4,416
减持
BDX
BECTON DICKINSON & CO
-$299.6K
1,773
-37%
建仓
UFPI
UFP INDUSTRIES INC
+$299.6K
2,386
减持
UPS
UNITED PARCEL SERVICE INC
-$298.4K
2,849
-40%
建仓
CRL
CHARLES RIV LABS INTL INC
+$283.4K
1,199
减持
COP
CONOCOPHILLIPS
-$282.8K
18,138
-9%
增持
SONY
SONY GROUP CORP
+$281.8K
19,665
+3%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$278.9K
1,457
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$277.2K
13,575
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$276.9K
1,148
清仓
RAVI
FLEXSHARES TR
-$275.5K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$272.7K
0
-100%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$272.6K
0
-100%
清仓
EEM
ISHARES TR
-$267.1K
0
-100%
清仓
CMF
ISHARES TR
-$266.6K
0
-100%
增持
KKR
KKR & CO INC
+$259.6K
8,450
+18%
建仓
EWBC
EAST WEST BANCORP INC
+$256.7K
3,568
清仓
WHR
WHIRLPOOL CORP
-$256.3K
0
-100%
建仓
RVTY
REVVITY INC
+$254.8K
2,331
清仓
—
APTIV PLC
-$254.1K
0
-100%
清仓
IWC
ISHARES TR
-$253.7K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$253.2K
980
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$251.4K
8,199
建仓
DG
DOLLAR GEN CORP NEW
+$250.3K
1,841
建仓
WSM
WILLIAMS SONOMA INC
+$250.1K
1,239
增持
ING
ING GROEP N.V.
+$249.2K
42,816
+43%
增持
MA
MASTERCARD INCORPORATED
+$247.9K
3,716
+10%
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$247.7K
5,146
减持
ADBE
ADOBE INC
+$247.5K
3,772
-4%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$246.8K
1,619
清仓
TSN
TYSON FOODS INC
-$246.3K
0
-100%
建仓
NWSA
NEWS CORP NEW
+$244.8K
9,972
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$244.1K
2,006
建仓
SOFI
SOFI TECHNOLOGIES INC
+$244.1K
24,535
建仓
THO
THOR INDS INC
+$243.8K
2,062
清仓
MRNA
MODERNA INC
-$243.7K
0
-100%
建仓
IEFA
ISHARES TR
+$243.1K
3,456
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$243.1K
0
-100%
建仓
AGCO
AGCO CORP
+$242.7K
1,999
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$241.7K
19,370
-30%
建仓
—
TOPBUILD CORP
+$241.0K
644
建仓
MCO
MOODYS CORP
+$239.8K
614
清仓
VDE
VANGUARD WORLD FDS
-$238.6K
0
-100%
建仓
—
FERGUSON PLC NEW
+$238.2K
1,234
建仓
HOOD
ROBINHOOD MKTS INC
+$238.0K
18,685
增持
—
MONROE CAP CORP
+$237.8K
54,747
+174%
建仓
PVH
PVH CORPORATION
+$237.5K
1,945
建仓
Z
ZILLOW GROUP INC
+$235.7K
4,073
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$234.8K
0
-100%
建仓
—
GARMIN LTD
+$234.6K
1,825
