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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 36
增持 57
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
DFGP
DIMENSIONAL ETF TRUST
+$266.1M
4,985,303
减持
DFAC
DIMENSIONAL ETF TRUST
+$80.4M
39,447,063
-2%
减持
DUHP
DIMENSIONAL ETF TRUST
+$17.8M
7,078,694
-2%
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
SCHF
SCHWAB STRATEGIC TR
+$15.8M
418,786
+2667%
减持
DFIC
DIMENSIONAL ETF TRUST
+$15.0M
15,970,360
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$14.9M
15,822,576
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$14.8M
9,086,153
-1%
减持
CME
CME GROUP INC
-$13.7M
79,981
-46%
建仓
SPYV
SPDR SER TR
+$12.7M
254,160
建仓
IGIB
ISHARES TR
+$8.9M
172,084
减持
HYD
VANECK ETF TRUST
-$7.9M
375,533
-29%
建仓
SPMB
SPDR SER TR
+$7.8M
359,515
增持
TLH
ISHARES TR
-$7.6M
7,103,508
+2%
减持
AAPL
APPLE INC
-$7.5M
310,723
-2%
增持
NVDA
NVIDIA CORPORATION
+$6.6M
15,955
+1%
减持
DISV
DIMENSIONAL ETF TRUST
+$6.5M
6,519,322
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
163,032
+1007%
增持
IJR
ISHARES TR
+$5.5M
51,812
+2646%
减持
DFUS
DIMENSIONAL ETF TRUST
+$5.5M
1,355,438
-2%
减持
VBR
VANGUARD INDEX FDS
-$5.5M
14,824
-68%
增持
META
META PLATFORMS INC
+$5.4M
41,323
+0%
减持
DIHP
DIMENSIONAL ETF TRUST
+$4.9M
6,080,822
-2%
增持
MUB
ISHARES TR
+$4.9M
438,809
+12%
建仓
SPTL
SPDR SER TR
+$4.5M
160,436
增持
OSBC
OLD SECOND BANCORP INC ILL
-$4.4M
2,726,075
+0%
建仓
SCHH
SCHWAB STRATEGIC TR
+$3.8M
185,661
减持
NEM
NEWMONT CORP
-$3.7M
65,239
-56%
建仓
XT
ISHARES TR
+$3.7M
61,997
减持
DFUV
DIMENSIONAL ETF TRUST
+$3.6M
1,401,536
-3%
建仓
KOMP
SPDR SER TR
+$3.6M
73,966
增持
AMZN
AMAZON COM INC
+$3.0M
98,937
+1%
建仓
SPTI
SPDR SER TR
+$2.6M
93,803
建仓
IAGG
ISHARES TR
+$2.6M
52,619
增持
DFGR
DIMENSIONAL ETF TRUST
-$2.6M
14,084,940
+1%
增持
GOOG
ALPHABET INC
+$2.5M
76,622
+18%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.5M
466,746
-3%
减持
MSFT
MICROSOFT CORP
+$2.1M
47,990
-0%
建仓
TBIL
RBB FD INC
+$2.1M
41,100
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.0M
374,969
-10%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.9M
376,561
+6%
增持
LLY
ELI LILLY & CO
+$1.8M
8,714
+2%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.7M
799,532
+6%
减持
ABBV
ABBVIE INC
+$1.7M
62,855
-0%
减持
TSLA
TESLA INC
-$1.6M
21,482
-1%
增持
—
SUPER MICRO COMPUTER INC
+$1.4M
1,943
+1%
增持
DIS
DISNEY WALT CO
+$1.3M
23,449
+33%
增持
AMGN
AMGEN INC
-$1.2M
350,066
+0%
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
84,012
-9%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.1M
46,022
+144%
减持
TM
TOYOTA MOTOR CORP
+$1.1M
17,317
-2%
增持
GOOGL
ALPHABET INC
+$1.1M
72,854
+3%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.1M
261,860
+9%
减持
—
EXXON MOBIL CORP
+$1.0M
69,423
-1%
减持
SUB
ISHARES TR
-$1.0M
18,830
-34%
增持
DFSE
DIMENSIONAL ETF TRUST
+$998.0K
331,038
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$974.4K
40,789
+109%
减持
DFIV
DIMENSIONAL ETF TRUST
+$949.1K
451,192
-1%
增持
T
AT&T INC
+$916.3K
116,108
+73%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$853.7K
68,114
+32%
减持
AMD
ADVANCED MICRO DEVICES INC
+$830.2K
25,745
-1%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$772.5K
300,000
+11%
减持
DFAX
DIMENSIONAL ETF TRUST
+$682.7K
1,559,561
-2%
增持
AVGO
BROADCOM INC
+$663.9K
3,046
+1%
增持
WMT
WALMART INC
+$647.6K
72,523
+208%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$606.2K
338,439
+2%
增持
GE
GENERAL ELECTRIC CO
+$605.9K
12,375
+1%
减持
VUG
VANGUARD INDEX FDS
-$601.2K
4,956
-33%
减持
MRK
MERCK & CO INC
+$567.1K
28,197
-3%
增持
VOO
VANGUARD INDEX FDS
+$545.4K
6,018
+12%
增持
SHV
ISHARES TR
+$540.3K
32,007
+18%
减持
SPY
SPDR S&P 500 ETF TR
+$540.0K
14,939
-2%
增持
IVV
ISHARES TR
+$517.2K
8,437
+3%
减持
DFIP
DIMENSIONAL ETF TRUST
-$516.2K
86,976
-13%
减持
HD
HOME DEPOT INC
+$510.7K
15,192
-1%
减持
NVO
NOVO-NORDISK A S
+$510.7K
22,824
-2%
增持
COP
CONOCOPHILLIPS
+$486.5K
20,363
+12%
建仓
UBER
UBER TECHNOLOGIES INC
+$477.0K
6,195
减持
MU
MICRON TECHNOLOGY INC
+$472.3K
14,683
-0%
减持
—
ASML HOLDING N V
+$457.4K
2,156
-0%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$445.3K
193,123
+2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$445.0K
7,045
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$424.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$423.3K
93,810
+1%
减持
CAT
CATERPILLAR INC
+$417.3K
6,190
-1%
增持
PRU
PRUDENTIAL FINL INC
+$410.9K
9,192
+43%
减持
WFC
WELLS FARGO CO NEW
+$404.9K
49,938
-1%
增持
JNJ
JOHNSON & JOHNSON
+$403.7K
23,390
+11%
建仓
BOXX
EA SERIES TRUST
+$401.7K
3,773
清仓
—
SPLUNK INC
-$395.7K
0
-100%
清仓
—
MONROE CAP CORP
-$386.8K
0
-100%
增持
—
EATON CORP PLC
+$385.2K
4,452
+6%
减持
ADBE
ADOBE INC
-$377.3K
3,712
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$374.3K
1,801
-38%
增持
ALL
ALLSTATE CORP
+$359.1K
9,589
+3%
增持
INTC
INTEL CORP
-$358.4K
64,285
+1%
增持
CVX
CHEVRON CORP NEW
+$358.0K
31,776
+2%
增持
VST
VISTRA CORP
+$355.4K
11,397
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$354.2K
135,791
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$349.8K
29,479
+52%
增持
CRM
SALESFORCE INC
+$348.3K
8,221
+2%
增持
BA
BOEING CO
-$335.9K
6,257
+6%
减持
SYY
SYSCO CORP
+$328.8K
48,080
-2%
增持
HMC
HONDA MOTOR LTD
+$323.9K
43,870
+4%
增持
AMAT
APPLIED MATLS INC
+$320.6K
7,046
+1%
减持
NFLX
NETFLIX INC
+$315.5K
3,460
-6%
减持
BHP
BHP GROUP LTD
-$312.1K
29,186
-0%
建仓
ESGD
ISHARES TR
+$302.8K
3,789
减持
AI
C3 AI INC
-$297.9K
12,354
-44%
减持
COST
COSTCO WHSL CORP NEW
+$290.8K
4,626
-1%
减持
VTI
VANGUARD INDEX FDS
+$290.2K
19,144
-3%
减持
QCOM
QUALCOMM INC
+$284.2K
11,660
-0%
增持
ET
ENERGY TRANSFER L P
+$284.0K
119,075
+3%
减持
ZTS
ZOETIS INC
-$283.1K
6,942
-6%
减持
PEP
PEPSICO INC
-$282.8K
10,172
-16%
减持
C
CITIGROUP INC
+$277.0K
25,599
-2%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$275.7K
0
-100%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$272.9K
5,791
清仓
IWS
ISHARES TR
-$271.3K
0
-100%
增持
PSX
PHILLIPS 66
+$270.3K
7,897
+3%
建仓
FIX
COMFORT SYS USA INC
+$263.1K
828
增持
CI
THE CIGNA GROUP
+$262.3K
4,111
+0%
建仓
XPO
XPO INC
+$260.5K
2,135
减持
UNH
UNITEDHEALTH GROUP INC
-$259.8K
6,892
-1%
建仓
APP
APPLOVIN CORP
+$258.8K
3,739
增持
ABT
ABBOTT LABS
+$258.7K
61,313
+1%
建仓
CPAY
CORPAY INC
+$258.6K
838
建仓
—
AZEK CO INC
+$256.9K
5,116
增持
—
DEUTSCHE BANK A G
+$256.8K
94,166
+4%
建仓
AFRM
AFFIRM HLDGS INC
+$255.3K
6,852
减持
MPC
MARATHON PETE CORP
+$251.4K
8,670
-14%
建仓
CELH
CELSIUS HLDGS INC
+$250.9K
3,026
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$249.1K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$248.4K
2,177
增持
OXY
OCCIDENTAL PETE CORP
+$247.7K
13,797
+27%
建仓
TSCO
TRACTOR SUPPLY CO
+$247.3K
945
建仓
ELF
E L F BEAUTY INC
+$247.2K
1,261
建仓
PBF
PBF ENERGY INC
+$246.4K
4,280
增持
VLO
VALERO ENERGY CORP
+$245.7K
5,782
+1%
增持
SDY
SPDR SER TR
+$239.0K
11,730
+13%
清仓
Z
ZILLOW GROUP INC
-$235.7K
0
-100%
建仓
ANF
ABERCROMBIE & FITCH CO
+$235.2K
1,877
建仓
ENTG
ENTEGRIS INC
+$232.5K
1,654
建仓
—
RENAISSANCERE HLDGS LTD
+$232.4K
989
建仓
PSN
PARSONS CORP DEL
+$229.8K
2,770
建仓
NTAP
NETAPP INC
+$228.8K
2,180
建仓
POST
POST HLDGS INC
+$228.6K
2,151
建仓
DKNG
DRAFTKINGS INC NEW
+$228.5K
5,033
建仓
KNSL
KINSALE CAP GROUP INC
+$228.3K
435
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$227.2K
5,392
增持
VB
VANGUARD INDEX FDS
+$227.2K
2,141
+74%
