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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 65
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$81.6M
41,068,700
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$40.0M
10,207,476
+5%
增持
TLH
ISHARES TR
+$39.1M
8,500,234
+6%
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
+$28.9M
17,585,374
+2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$27.2M
16,536,165
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$19.9M
8,017,707
+6%
增持
DFGR
DIMENSIONAL ETF TRUST
+$17.6M
16,638,902
+8%
增持
AMGN
AMGEN INC
+$15.9M
350,762
+0%
增持
VTI
VANGUARD INDEX FDS
+$12.4M
58,057
+171%
增持
GOOG
ALPHABET INC
+$10.8M
149,710
+1%
增持
OKE
ONEOK INC NEW
+$10.4M
154,564
+1078%
减持
DISV
DIMENSIONAL ETF TRUST
+$10.3M
5,821,654
-1%
减持
GOOGL
ALPHABET INC
+$9.7M
141,036
-0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$9.5M
6,269,840
+1%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$5.9M
743,010
-11%
增持
ET
ENERGY TRANSFER L P
+$5.4M
430,948
+323%
建仓
—
TOTALENERGIES SE
+$5.2M
79,459
减持
AAPL
APPLE INC
+$5.0M
325,788
-1%
清仓
—
TOTALENERGIES SE
-$4.7M
0
-100%
建仓
BSM
BLACK STONE MINERALS L P
+$4.0M
300,000
增持
AMZN
AMAZON COM INC
+$3.6M
127,950
+9%
减持
DFIP
DIMENSIONAL ETF TRUST
-$3.3M
164,063
-32%
建仓
MPLX
MPLX LP
+$3.3M
61,770
增持
LLY
ELI LILLY & CO
+$2.9M
8,666
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.8M
6,260,951
+4%
增持
META
META PLATFORMS INC
-$2.4M
38,673
+2%
增持
ABBV
ABBVIE INC
+$2.2M
72,626
+17%
增持
MSFT
MICROSOFT CORP
-$2.0M
92,945
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.8M
1,190,941
-1%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.7M
147,033
-21%
减持
ORCL
ORACLE CORP
-$1.6M
15,624
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
20,297
+7%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
382,857
-1%
减持
ALL
ALLSTATE CORP
-$1.2M
16,317
-23%
增持
MRK
MERCK & CO INC
+$1.1M
28,358
+25%
增持
AVGO
BROADCOM INC
+$1.1M
35,710
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
162,573
+3%
减持
HYD
VANECK ETF TRUST
-$994.2K
1,252,071
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$971.8K
1,196,915
-1%
增持
CAT
CATERPILLAR INC
+$930.3K
7,914
+5%
增持
—
EXXON MOBIL CORP
+$925.6K
95,236
+2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$861.4K
11,300
增持
JPM
JPMORGAN CHASE & CO.
+$840.1K
84,993
+1%
减持
T
AT&T INC
-$825.3K
156,536
-6%
增持
NFLX
NETFLIX INC
-$800.5K
34,606
+926%
增持
DFSU
DIMENSIONAL ETF TRUST
+$782.9K
439,653
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$768.2K
1,301,171
-2%
清仓
—
UNILEVER PLC
-$747.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$742.8K
35,434
-0%
增持
WMT
WALMART INC
+$741.9K
73,969
+2%
增持
HD
HOME DEPOT INC
-$730.4K
16,825
+5%
建仓
UL
UNILEVER PLC
+$726.0K
11,101
增持
TSLA
TESLA INC
+$695.0K
20,892
+7%
增持
AMAT
APPLIED MATLS INC
+$680.9K
10,695
+6%
增持
QQQ
INVESCO QQQ TR
+$672.1K
6,016
+19%
减持
DFAX
DIMENSIONAL ETF TRUST
+$667.4K
1,093,036
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$658.2K
14,644
-2%
减持
FISV
FISERV INC
-$649.6K
5,039
-34%
建仓
RKT
ROCKET COS INC
+$638.0K
32,956
增持
BIIB
BIOGEN INC
+$637.1K
5,887
+107%
减持
WBD
WARNER BROS DISCOVERY INC
+$598.1K
65,650
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$583.2K
2,971
+27%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$575.0K
4,924
清仓
—
MR COOPER GROUP INC
-$573.8K
0
-100%
增持
CSCO
CISCO SYS INC
+$566.3K
50,494
+4%
减持
WFC
WELLS FARGO CO NEW
+$557.9K
59,483
-0%
减持
PFE
PFIZER INC
-$544.5K
98,783
-16%
增持
HOOD
ROBINHOOD MKTS INC
-$537.8K
18,183
+0%
增持
C
CITIGROUP INC
+$528.5K
33,511
+1%
减持
LITE
LUMENTUM HLDGS INC
+$526.6K
2,745
-8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$506.9K
35,309
+77%
减持
DFSI
DIMENSIONAL ETF TRUST
+$497.9K
285,878
-0%
增持
VXUS
VANGUARD STAR FDS
+$492.8K
21,493
+40%
清仓
CPAY
CORPAY INC
-$492.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$482.9K
34,381
-7%
清仓
—
AMCOR PLC
-$479.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$473.1K
5,663
-2%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$471.7K
10,300
减持
SAP
SAP SE
-$449.8K
18,378
-0%
增持
MET
METLIFE INC
+$438.1K
20,595
+43%
增持
GM
GENERAL MTRS CO
+$422.8K
20,295
+1%
减持
LCID
LUCID GROUP INC
-$419.7K
30,703
-2%
减持
SOFI
SOFI TECHNOLOGIES INC
-$411.2K
28,324
-35%
增持
GS
GOLDMAN SACHS GROUP INC
+$410.3K
4,790
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$405.5K
17,403
+134%
增持
WAL
WESTERN ALLIANCE BANCORP
+$403.7K
9,567
+107%
减持
PG
PROCTER AND GAMBLE CO
-$402.7K
32,398
-1%
增持
HUM
HUMANA INC
+$400.9K
2,478
+176%
减持
DFAR
DIMENSIONAL ETF TRUST
-$400.6K
400,711
-0%
减持
SYY
SYSCO CORP
-$399.8K
40,285
-2%
减持
BAC
BANK AMERICA CORP
+$399.7K
121,908
-0%
清仓
HRL
HORMEL FOODS CORP
-$399.5K
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$395.3K
45,109
+34%
增持
DHR
DANAHER CORPORATION
+$392.3K
10,318
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$387.2K
7,214
+84%
减持
VST
VISTRA CORP
-$383.7K
5,000
-18%
增持
ABT
ABBOTT LABS
-$380.9K
64,237
+2%
建仓
—
ICON PLC
+$378.7K
2,078
增持
CART
MAPLEBEAR INC
+$372.4K
13,534
+110%
减持
BSVO
EA SERIES TRUST
+$372.0K
656,352
-0%
增持
OMC
OMNICOM GROUP INC
+$362.3K
8,536
+113%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$360.3K
3,766
+27%
增持
IVV
ISHARES TR
+$360.1K
9,367
+4%
清仓
WSO
WATSCO INC
-$357.8K
0
-100%
增持
CIEN
CIENA CORP
+$356.9K
4,033
+0%
减持
OSBC
OLD SECOND BANCORP INC ILL
+$350.6K
208,884
-3%
增持
NVS
NOVARTIS AG
+$341.5K
25,365
+3%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$339.1K
3,887
建仓
APA
APA CORPORATION
+$336.2K
13,746
清仓
CDW
CDW CORP
-$328.1K
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$326.9K
4,004
增持
NEM
NEWMONT CORP
+$314.0K
20,019
+0%
增持
SHV
ISHARES TR
+$311.2K
33,548
+10%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$310.5K
0
-100%
清仓
CABO
CABLE ONE INC
-$308.1K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$307.9K
8,718
-12%
减持
PGR
PROGRESSIVE CORP
-$306.4K
5,787
-12%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$304.5K
1,807
-27%
减持
ISRG
INTUITIVE SURGICAL INC
+$303.5K
2,608
-1%
减持
—
DUPONT DE NEMOURS INC
-$302.6K
8,024
-0%
减持
TBIL
RBB FD INC
-$302.5K
95,989
-6%
增持
RKLB
ROCKET LAB CORP
+$300.9K
10,297
+18%
减持
BA
BOEING CO
-$300.3K
6,665
-18%
增持
VGT
VANGUARD WORLD FD
+$300.2K
1,258
+45%
减持
—
UBS GROUP AG
+$297.3K
56,356
-0%
减持
—
EATON CORP PLC
-$293.6K
4,723
-2%
清仓
LII
LENNOX INTL INC
-$292.2K
0
-100%
清仓
HUBS
HUBSPOT INC
-$291.4K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$289.8K
8,046
-1%
建仓
WELL
WELLTOWER INC
+$288.8K
1,556
增持
SCHG
SCHWAB STRATEGIC TR
+$287.8K
23,407
+57%
减持
CMCSA
COMCAST CORP NEW
-$285.8K
47,729
-12%
增持
SPY
SPDR S&P 500 ETF TR
+$285.8K
16,603
+0%
减持
HWM
HOWMET AEROSPACE INC
-$284.1K
3,532
-31%
清仓
ATR
APTARGROUP INC
-$282.4K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$281.1K
5,972
-7%
增持
FDX
FEDEX CORP
+$280.5K
4,821
+2%
减持
—
ASML HOLDING N V
+$280.3K
2,831
-0%
减持
—
ASTRAZENECA PLC
+$278.9K
18,504
-0%
减持
COIN
COINBASE GLOBAL INC
-$278.4K
2,261
-3%
建仓
EXAS
EXACT SCIENCES CORP
+$277.4K
2,731
清仓
CRWV
COREWEAVE INC
-$276.6K
0
-100%
减持
VEEV
VEEVA SYS INC
-$276.2K
2,314
-13%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$275.7K
3,604
建仓
AEIS
ADVANCED ENERGY INDS
+$274.3K
1,310
增持
DG
DOLLAR GEN CORP NEW
+$272.7K
6,414
+15%
减持
AVUS
AMERICAN CENTY ETF TR
-$270.9K
32,231
-10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$269.7K
41,380
+14%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$269.5K
1,310,370
+4%
建仓
ALB
ALBEMARLE CORP
+$268.9K
1,901
