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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 30
减持 36
清仓 45
方向
标的
Δ市值
现股数(环比)
建仓
AMGN
AMGEN INC
+$109.3M
350,754
清仓
—
AMGEN INC
-$91.9M
0
-100%
清仓
—
APPLE INC
-$78.9M
0
-100%
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。
建仓
AAPL
APPLE INC
+$70.3M
316,414
增持
DFAC
DIMENSIONAL ETF TRUST
-$52.8M
37,796,124
+1%
增持
TLH
ISHARES TR
+$45.6M
7,653,072
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$40.8M
8,877,036
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$28.1M
16,228,081
-1%
清仓
—
AMAZON COM INC
-$25.4M
0
-100%
建仓
AMZN
AMAZON COM INC
+$21.4M
112,256
增持
DFGR
DIMENSIONAL ETF TRUST
+$15.8M
14,229,110
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$12.8M
5,616,220
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$11.1M
16,581,359
+2%
减持
DISV
DIMENSIONAL ETF TRUST
+$9.3M
6,149,471
-4%
建仓
ABT
ABBOTT LABS
+$7.8M
58,525
增持
GOOG
ALPHABET INC
+$7.7M
132,581
+94%
减持
HYD
VANECK ETF TRUST
-$7.5M
409,876
-25%
减持
MUB
ISHARES TR
-$6.7M
105,904
-37%
清仓
—
ABBOTT LABS
-$6.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$6.0M
135,952
+72%
减持
DFUS
DIMENSIONAL ETF TRUST
-$5.9M
1,232,446
-2%
减持
TSLA
TESLA INC
-$5.9M
20,782
-25%
减持
NVDA
NVIDIA CORPORATION
-$5.8M
182,249
-4%
减持
DIHP
DIMENSIONAL ETF TRUST
+$4.9M
6,010,295
-3%
清仓
—
BANK AMERICA CORP
-$4.6M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.5M
510,880
+0%
建仓
BAC
BANK AMERICA CORP
+$4.4M
104,507
减持
DFUV
DIMENSIONAL ETF TRUST
-$4.3M
1,214,794
-8%
减持
VTEB
VANGUARD MUN BD FDS
-$3.8M
57,602
-57%
建仓
ALL
ALLSTATE CORP
+$3.7M
17,753
清仓
—
BHP GROUP LTD
-$3.7M
0
-100%
建仓
BHP
BHP GROUP LTD
+$3.6M
74,614
增持
MSFT
MICROSOFT CORP
-$3.2M
80,933
+2%
清仓
VBR
VANGUARD INDEX FDS
-$3.0M
0
-100%
清仓
—
ADVANCED MICRO DEVICES INC
-$2.4M
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
-$2.4M
6,937,524
+1%
建仓
AVUS
AMERICAN CENTY ETF TR
+$2.3M
24,967
减持
AVGO
BROADCOM INC
-$2.2M
32,758
-1%
清仓
—
AMERICAN CENTY ETF TR
-$2.0M
0
-100%
建仓
AVDV
AMERICAN CENTY ETF TR
+$2.0M
28,603
清仓
—
ALLSTATE CORP
-$2.0M
0
-100%
清仓
—
AMERICAN EXPRESS CO
-$2.0M
0
-100%
增持
ABBV
ABBVIE INC
+$2.0M
59,197
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.9M
18,958
清仓
SUB
ISHARES TR
-$1.9M
0
-100%
清仓
—
BANK NEW YORK MELLON CORP
-$1.9M
0
-100%
清仓
—
AMERICAN CENTY ETF TR
-$1.8M
0
-100%
清仓
—
AMERICAN CENTY ETF TR
-$1.8M
0
-100%
减持
IWF
ISHARES TR
-$1.8M
15,345
-16%
建仓
AXP
AMERICAN EXPRESS CO
+$1.8M
6,648
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.8M
27,359
建仓
BNY
BANK NEW YORK MELLON CORP
+$1.7M
20,499
建仓
APD
AIR PRODS & CHEMS INC
+$1.6M
5,474
清仓
—
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
清仓
—
AIR PRODS & CHEMS INC
-$1.6M
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.6M
5,107
建仓
AVRE
AMERICAN CENTY ETF TR
+$1.5M
35,354
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.5M
130,966
+20%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
11,650
+39%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.4M
16,297
清仓
—
AUTOMATIC DATA PROCESSING IN
-$1.4M
0
-100%
减持
RY
ROYAL BK CDA
-$1.4M
6,489
-63%
增持
BSVO
EA SERIES TRUST
-$1.4M
670,047
+1%
增持
MS
MORGAN STANLEY
+$1.4M
34,255
+63%
减持
DFIS
DIMENSIONAL ETF TRUST
+$1.3M
1,161,557
-1%
建仓
—
ASTRAZENECA PLC
+$1.3M
17,558
建仓
ELV
ELEVANCE HEALTH INC
+$1.2M
2,856
清仓
—
APPLIED MATLS INC
-$1.2M
0
-100%
清仓
—
AMERICAN CENTY ETF TR
-$1.2M
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.2M
1,207,418
-8%
清仓
—
ASTRAZENECA PLC
-$1.2M
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.1M
402,400
-16%
清仓
—
BOEING CO
-$1.1M
0
-100%
减持
SHV
ISHARES TR
-$1.1M
21,068
-32%
增持
TBIL
RBB FD INC
+$1.1M
102,866
+27%
清仓
—
ANALOG DEVICES INC
-$1.1M
0
-100%
建仓
AFL
AFLAC INC
+$1.1M
9,748
建仓
AIG
AMERICAN INTL GROUP INC
+$1.1M
12,319
建仓
AMAT
APPLIED MATLS INC
+$1.1M
7,362
清仓
—
ELEVANCE HEALTH INC
-$1.1M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.0M
87,498
+0%
建仓
ADI
ANALOG DEVICES INC
+$1.0M
5,064
清仓
—
ARISTA NETWORKS INC
-$1.0M
0
-100%
建仓
BA
BOEING CO
+$1.0M
5,870
清仓
—
AMERICAN CENTY ETF TR
-$961.8K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$932.0K
146,788
-2%
减持
DFSU
DIMENSIONAL ETF TRUST
-$918.8K
396,258
-1%
清仓
—
AFLAC INC
-$913.5K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$903.4K
22,150
+431%
清仓
—
AMERICAN INTL GROUP INC
-$903.2K
0
-100%
建仓
BP
BP PLC
+$893.8K
26,451
清仓
—
BECTON DICKINSON & CO
-$887.5K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$882.6K
3,853
增持
IVV
ISHARES TR
+$874.1K
10,477
+23%
减持
NEM
NEWMONT CORP
-$862.6K
25,260
-55%
增持
T
AT&T INC
+$862.5K
156,169
+0%
清仓
HEI
HEICO CORP NEW
-$844.9K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$844.3K
7,332
-28%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$836.9K
16,496
清仓
—
BANK NOVA SCOTIA HALIFAX
-$831.7K
0
-100%
减持
MRK
MERCK & CO INC
-$797.2K
26,811
-17%
增持
—
DISCOVER FINL SVCS
+$776.7K
10,694
+77%
增持
DFSV
DIMENSIONAL ETF TRUST
+$776.6K
81,484
+65%
清仓
—
BANK MONTREAL QUE
-$772.3K
0
-100%
建仓
AVDE
AMERICAN CENTY ETF TR
+$765.7K
11,554
建仓
AVES
AMERICAN CENTY ETF TR
+$716.6K
15,196
减持
CRM
SALESFORCE INC
-$713.2K
10,477
-1%
增持
PM
PHILIP MORRIS INTL INC
+$712.3K
14,235
+11%
建仓
ANET
ARISTA NETWORKS INC
+$706.0K
9,111
清仓
—
AMERICAN CENTY ETF TR
-$705.8K
0
-100%
清仓
—
BP PLC
-$689.7K
0
-100%
减持
DFSD
DIMENSIONAL ETF TRUST
-$670.6K
23,467
-38%
减持
DE
DEERE & CO
+$667.2K
14,697
-0%
增持
—
MEDTRONIC PLC
+$655.5K
18,622
+46%
清仓
TTD
THE TRADE DESK INC
-$647.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$629.4K
32,057
-1%
减持
CHMG
CHEMUNG FINL CORP
-$591.2K
6,949
-63%
减持
XLV
SELECT SECTOR SPDR TR
-$570.1K
3,074
-58%
减持
MRVL
MARVELL TECHNOLOGY INC
-$552.8K
9,419
-8%
增持
RTX
RTX CORPORATION
+$552.1K
20,785
+9%
建仓
BMO
BANK MONTREAL QUE
+$549.9K
5,758
清仓
—
AIRBNB INC
-$545.6K
0
-100%
清仓
XPEL
XPEL INC
-$544.9K
0
-100%
增持
—
WHITE MTNS INS GROUP LTD
+$530.1K
1,663
+21%
清仓
—
BERKLEY W R CORP
-$527.9K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$521.3K
8,664
减持
VTI
VANGUARD INDEX FDS
-$517.8K
20,553
-3%
减持
DFSI
DIMENSIONAL ETF TRUST
+$513.3K
298,219
-1%
减持
OSBC
OLD SECOND BANCORP INC ILL
-$510.5K
229,865
-6%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$509.2K
15,735
建仓
WRB
BERKLEY W R CORP
+$506.0K
7,111
减持
ORCL
ORACLE CORP
-$503.3K
13,169
-6%
增持
QCOM
QUALCOMM INC
+$496.9K
10,653
+44%
建仓
AZO
AUTOZONE INC
+$493.0K
129
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$484.9K
1,199,559
+4%
清仓
—
BALL CORP
-$483.1K
0
-100%
清仓
—
BAXTER INTL INC
-$482.2K
0
-100%
清仓
—
AMERICAN CENTY ETF TR
-$477.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$474.2K
4,805
-10%
清仓
—
ASPEN TECHNOLOGY INC
-$464.8K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$463.7K
8,670
+42%
建仓
ABNB
AIRBNB INC
+$459.1K
3,843
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$457.0K
9,635
减持
SNY
SANOFI
+$455.4K
66,327
-1%
清仓
—
AMPHENOL CORP NEW
-$455.2K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$450.4K
0
-100%
清仓
—
AUTOZONE INC
-$442.8K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$438.2K
6,681
增持
DFSE
DIMENSIONAL ETF TRUST
+$437.5K
395,611
+2%
