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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 89
减持 33
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$150.2M
40,038,710
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$63.0M
9,753,142
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$57.1M
1,322,231
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。
+615%
增持
HYD
VANECK ETF TRUST
+$56.0M
1,277,016
+610%
增持
DFEM
DIMENSIONAL ETF TRUST
+$54.5M
17,237,631
+3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$45.9M
16,549,684
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$42.4M
148,353
-71%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$35.5M
833,454
+293%
增持
DFGR
DIMENSIONAL ETF TRUST
+$32.5M
15,451,214
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$30.0M
7,544,993
+5%
增持
TLH
ISHARES TR
+$24.2M
8,011,239
+2%
增持
AAPL
APPLE INC
+$19.5M
328,004
+5%
增持
DISV
DIMENSIONAL ETF TRUST
+$16.7M
5,908,751
+0%
增持
DFGP
DIMENSIONAL ETF TRUST
+$14.1M
6,041,452
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$12.2M
6,218,768
+4%
减持
GOOG
ALPHABET INC
+$9.7M
148,478
-0%
减持
GOOGL
ALPHABET INC
+$7.7M
141,647
-7%
增持
DFIP
DIMENSIONAL ETF TRUST
+$6.7M
240,233
+189%
增持
MSFT
MICROSOFT CORP
+$6.6M
90,657
+12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.2M
186,351
+344%
减持
DFUS
DIMENSIONAL ETF TRUST
+$6.1M
1,212,084
-1%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
157,088
-1%
增持
ABBV
ABBVIE INC
+$3.3M
62,145
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
84,159
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.7M
1,200,838
-0%
增持
AVGO
BROADCOM INC
+$2.4M
34,250
+6%
减持
TSLA
TESLA INC
+$2.2M
19,564
-4%
增持
INTC
INTEL CORP
+$2.0M
98,370
+72%
减持
DFIS
DIMENSIONAL ETF TRUST
+$2.0M
1,156,857
-0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.0M
431,131
+4%
增持
MU
MICRON TECHNOLOGY INC
+$1.7M
29,541
+11%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
35,543
+6%
增持
APP
APPLOVIN CORP
+$1.4M
3,771
+0%
减持
BSVO
EA SERIES TRUST
+$1.3M
658,724
-1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.2M
397,163
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
153,833
+5%
增持
ORCL
ORACLE CORP
+$1.2M
16,365
+6%
增持
—
EXXON MOBIL CORP
+$1.2M
93,438
+8%
增持
BAC
BANK AMERICA CORP
+$1.1M
122,219
+10%
增持
PFE
PFIZER INC
+$1.1M
117,904
+47%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
387,996
-1%
减持
AMGN
AMGEN INC
+$1.0M
350,613
-0%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
32,839
+30%
增持
BHP
BHP GROUP LTD
+$1.0M
75,967
+13%
增持
CVX
CHEVRON CORP NEW
+$996.7K
36,853
+12%
增持
SHV
ISHARES TR
+$983.7K
30,628
+41%
增持
—
ASML HOLDING N V
+$931.6K
2,839
+25%
减持
DFAX
DIMENSIONAL ETF TRUST
+$927.4K
1,118,790
-4%
增持
HOOD
ROBINHOOD MKTS INC
+$909.2K
18,119
+1%
增持
MS
MORGAN STANLEY
+$888.3K
33,094
+7%
增持
HD
HOME DEPOT INC
+$868.6K
16,091
+4%
清仓
DUSB
DIMENSIONAL ETF TRUST
-$855.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$809.0K
11,672
+64%
增持
GS
GOLDMAN SACHS GROUP INC
+$808.5K
4,772
+13%
增持
AMZN
AMAZON COM INC
+$751.9K
117,898
+3%
建仓
LCID
LUCID GROUP INC
+$744.2K
31,283
增持
CAT
CATERPILLAR INC
+$730.3K
7,552
+2%
增持
MCD
MCDONALDS CORP
+$723.7K
12,017
+20%
增持
VOO
VANGUARD INDEX FDS
+$710.6K
12,137
+3%
增持
C
CITIGROUP INC
+$697.2K
33,320
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$695.2K
16,567
-1%
增持
AMAT
APPLIED MATLS INC
+$675.7K
10,098
+33%
建仓
STM
STMICROELECTRONICS N V
+$672.2K
23,785
增持
WFC
WELLS FARGO CO NEW
+$668.6K
59,484
+10%
清仓
—
LUCID GROUP INC
-$657.0K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$648.1K
868
增持
AMD
ADVANCED MICRO DEVICES INC
+$642.9K
18,924
+11%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$633.2K
1,254,305
+3%
增持
IWF
ISHARES TR
+$619.4K
14,092
+0%
增持
DE
DEERE & CO
-$605.0K
14,985
+2%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$597.9K
12,471
增持
SHOP
SHOPIFY INC
+$589.4K
8,254
+49%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$580.7K
0
-100%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$576.7K
379,442
+7%
减持
AVUS
AMERICAN CENTY ETF TR
-$574.1K
35,636
-19%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$565.0K
326,980
+30%
增持
VTI
VANGUARD INDEX FDS
+$555.6K
21,431
+1%
增持
SONY
SONY GROUP CORP
+$543.4K
118,617
+8%
减持
WBD
WARNER BROS DISCOVERY INC
+$528.8K
66,255
-1%
增持
BNY
BANK NEW YORK MELLON CORP
+$521.1K
22,303
+6%
增持
NEM
NEWMONT CORP
+$520.8K
19,985
+0%
清仓
—
HESS CORP
-$517.2K
0
-100%
增持
SNY
SANOFI SA
+$514.9K
69,279
+21%
减持
GLW
CORNING INC
+$502.5K
17,353
-1%
清仓
PRSU
PURSUIT ATTRACTIONS AND HOSP
-$496.3K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$477.2K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$475.1K
5,618
增持
NOC
NORTHROP GRUMMAN CORP
+$474.8K
2,060
+32%
增持
ALL
ALLSTATE CORP
+$471.4K
21,195
+5%
增持
SAP
SAP SE
-$462.2K
18,390
+4%
减持
MUB
ISHARES TR
-$451.4K
26,178
-16%
增持
RTX
RTX CORPORATION
+$443.1K
17,333
+3%
减持
GE
GE AEROSPACE
+$439.6K
11,195
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$435.0K
5,912
+13%
清仓
GME
GAMESTOP CORP NEW
-$423.8K
0
-100%
建仓
SSB
SOUTHSTATE BK CORP
+$423.1K
4,279
减持
ET
ENERGY TRANSFER L P
-$419.5K
101,960
-15%
建仓
TER
TERADYNE INC
+$418.7K
3,042
增持
BX
BLACKSTONE INC
+$412.2K
8,694
+21%
增持
NFLX
NETFLIX INC
-$411.5K
3,374
+1%
增持
BLK
BLACKROCK INC
+$411.0K
1,653
+14%
减持
DFSV
DIMENSIONAL ETF TRUST
-$409.6K
141,766
-15%
增持
AVDV
AMERICAN CENTY ETF TR
+$409.1K
29,859
+5%
增持
—
UBS GROUP AG
+$406.6K
56,404
+0%
增持
ROP
ROPER TECHNOLOGIES INC
+$406.2K
1,983
+93%
清仓
—
JUNIPER NETWORKS INC
-$406.1K
0
-100%
增持
WDC
WESTERN DIGITAL CORP
+$404.1K
6,508
+10%
减持
LLY
ELI LILLY & CO
-$402.9K
8,468
-4%
清仓
ANSS
ANSYS INC
-$397.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$394.1K
54,499
-8%
增持
TM
TOYOTA MOTOR CORP
+$390.7K
20,477
+0%
增持
BA
BOEING CO
+$389.6K
8,096
+25%
增持
CVS
CVS HEALTH CORP
+$389.5K
20,287
+23%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$374.4K
4,272
-3%
减持
DIS
DISNEY WALT CO
-$371.4K
33,965
-1%
增持
GLD
SPDR GOLD TR
+$370.7K
2,126
+68%
减持
ANET
ARISTA NETWORKS INC
+$369.7K
9,034
-2%
增持
PPG
PPG INDS INC
+$367.6K
6,670
+127%
增持
LRCX
LAM RESEARCH CORP
+$365.1K
7,288
+16%
清仓
KMX
CARMAX INC
-$358.8K
0
-100%
减持
SDY
SPDR SERIES TRUST
-$358.4K
7,626
-27%
减持
DFSI
DIMENSIONAL ETF TRUST
+$356.7K
286,947
-1%
减持
SOFI
SOFI TECHNOLOGIES INC
+$355.7K
43,630
-0%
减持
OSBC
OLD SECOND BANCORP INC ILL
-$355.5K
215,371
-6%
清仓
COO
COOPER COS INC
-$349.6K
0
-100%
减持
IVV
ISHARES TR
+$349.0K
9,048
-2%
增持
CBOE
CBOE GLOBAL MKTS INC
+$345.6K
17,066
+4%
减持
SYY
SYSCO CORP
-$345.1K
40,909
-17%
减持
META
META PLATFORMS INC
-$342.3K
38,082
-1%
建仓
ALAB
ASTERA LABS INC
+$339.7K
1,735
增持
SYK
STRYKER CORPORATION
+$338.9K
3,967
+39%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$335.5K
0
-100%
建仓
CRL
CHARLES RIV LABS INTL INC
+$333.1K
2,129
增持
EXE
EXPAND ENERGY CORPORATION
+$331.9K
7,655
+86%
增持
—
APTIV PLC
+$329.1K
6,559
+89%
清仓
IT
GARTNER INC
-$329.0K
0
-100%
清仓
—
SOUTHSTATE CORPORATION
-$328.4K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$327.6K
22,212
+53%
增持
—
LINDE PLC
+$327.5K
5,161
+14%
清仓
PRMB
PRIMO BRANDS CORPORATION
-$324.3K
0
-100%
清仓
—
AZEK CO INC
-$324.1K
0
-100%
建仓
—
TEEKAY TANKERS LTD
+$323.6K
6,402
增持
ABT
ABBOTT LABS
+$323.6K
62,932
+6%
减持
WMT
WALMART INC
+$320.6K
72,764
-1%
增持
VUG
VANGUARD INDEX FDS
+$320.6K
7,569
+0%
清仓
EMN
EASTMAN CHEM CO
-$318.0K
0
-100%
建仓
CGNX
COGNEX CORP
+$314.0K
6,931
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$313.8K
4,257
+8%
增持
MA
MASTERCARD INCORPORATED
+$311.0K
5,333
+10%
增持
—
MEDTRONIC PLC
+$309.1K
21,879
+7%
