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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 1911832
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 38
减持 60
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$56.8M
37,330,267
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$47.0M
8,629,041
-5%
减持
TLH
ISHARES TR
-$35.4M
6,919,708
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。
-3%
减持
DFIC
DIMENSIONAL ETF TRUST
-$26.2M
15,253,241
-4%
减持
MUB
ISHARES TR
-$19.1M
264,212
-40%
减持
SCHF
SCHWAB STRATEGIC TR
-$15.7M
15,849
-96%
减持
DISV
DIMENSIONAL ETF TRUST
-$15.2M
6,021,987
-8%
减持
DFGR
DIMENSIONAL ETF TRUST
-$14.9M
13,792,772
-2%
减持
CME
CME GROUP INC
-$14.9M
11,852
-85%
减持
DFCF
DIMENSIONAL ETF TRUST
-$13.7M
49,070
-87%
清仓
SPYV
SPDR SER TR
-$12.7M
0
-100%
增持
HYD
VANECK ETF TRUST
+$11.7M
607,076
+62%
减持
AAPL
APPLE INC
+$11.5M
307,725
-1%
减持
DIHP
DIMENSIONAL ETF TRUST
-$11.4M
5,790,408
-5%
增持
AMGN
AMGEN INC
+$10.1M
350,824
+0%
减持
DUHP
DIMENSIONAL ETF TRUST
-$10.0M
6,682,290
-6%
清仓
IGIB
ISHARES TR
-$8.9M
0
-100%
清仓
SPMB
SPDR SER TR
-$7.8M
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
-$7.8M
1,260,867
-10%
减持
DFAX
DIMENSIONAL ETF TRUST
-$6.6M
1,300,036
-17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$6.4M
8,555
-95%
减持
IJR
ISHARES TR
-$5.5M
2,253
-96%
清仓
AVMU
AMERICAN CENTY ETF TR
-$4.5M
0
-100%
清仓
SPTL
SPDR SER TR
-$4.5M
0
-100%
增持
DFGP
DIMENSIONAL ETF TRUST
+$4.1M
5,107,268
+2%
清仓
SCHH
SCHWAB STRATEGIC TR
-$3.8M
0
-100%
清仓
XT
ISHARES TR
-$3.7M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.7M
569,841
+22%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.6M
1,251,487
-8%
清仓
KOMP
SPDR SER TR
-$3.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
144,878
+808%
减持
AVUS
AMERICAN CENTY ETF TR
-$2.8M
28,511
-52%
清仓
SPTI
SPDR SER TR
-$2.6M
0
-100%
清仓
IAGG
ISHARES TR
-$2.6M
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$2.4M
110,885
+63%
减持
ABBV
ABBVIE INC
-$2.3M
53,082
-16%
减持
GOOGL
ALPHABET INC
+$2.3M
72,807
-0%
减持
OSBC
OLD SECOND BANCORP INC ILL
+$2.2M
2,698,995
-1%
增持
TSLA
TESLA INC
+$1.8M
28,260
+32%
增持
MSFT
MICROSOFT CORP
+$1.7M
49,026
+2%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$1.6M
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$1.3M
9,896
+138%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.3M
356,999
+8%
减持
V
VISA INC
-$1.2M
8,635
-30%
增持
SHV
ISHARES TR
+$1.1M
42,306
+32%
增持
AVGO
BROADCOM INC
+$1.1M
3,193
+5%
减持
AMZN
AMAZON COM INC
+$1.1M
97,853
-1%
减持
LLY
ELI LILLY & CO
+$1.1M
8,655
-1%
建仓
CHMI
CHERRY HILL MTG INVT CORP
+$1.0M
286,000
减持
ABT
ABBOTT LABS
-$973.1K
57,702
-6%
减持
HD
HOME DEPOT INC
-$939.2K
14,201
-7%
减持
MRK
MERCK & CO INC
-$911.1K
22,694
-20%
减持
BSVO
EA SERIES TRUST
-$852.4K
737,494
-1%
增持
VUG
VANGUARD INDEX FDS
+$846.4K
6,824
+38%
增持
DFSU
DIMENSIONAL ETF TRUST
+$797.4K
394,574
+5%
增持
INTC
INTEL CORP
-$792.1K
66,109
+3%
增持
—
EXXON MOBIL CORP
+$783.0K
76,901
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$761.6K
10,126
+38%
减持
DFIV
DIMENSIONAL ETF TRUST
-$760.0K
440,215
-2%
减持
QCOM
QUALCOMM INC
-$719.3K
6,300
-46%
减持
DFAS
DIMENSIONAL ETF TRUST
-$711.9K
129,050
-5%
增持
AMAT
APPLIED MATLS INC
+$692.1K
9,090
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$678.2K
24,465
-5%
减持
META
META PLATFORMS INC
+$678.1K
41,140
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$670.6K
7,411
+167%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$654.4K
4,609
-71%
减持
VV
VANGUARD INDEX FDS
-$649.5K
6,325
-32%
清仓
—
PIONEER NAT RES CO
-$629.0K
0
-100%
减持
OKE
ONEOK INC NEW
-$610.2K
5,286
-59%
增持
IWF
ISHARES TR
+$565.2K
18,266
+1%
减持
WTFC
WINTRUST FINL CORP
-$556.0K
5,899
-46%
建仓
GEV
GE VERNOVA INC
+$543.3K
3,168
增持
DIS
DISNEY WALT CO
-$520.9K
23,651
+1%
建仓
CART
MAPLEBEAR INC
+$511.0K
15,900
减持
SYY
SYSCO CORP
-$504.4K
47,608
-1%
减持
COP
CONOCOPHILLIPS
-$427.1K
18,925
-7%
减持
DFEM
DIMENSIONAL ETF TRUST
-$423.9K
15,072,710
-5%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$421.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$412.5K
23,421
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$412.1K
778
-57%
增持
DE
DEERE & CO
-$404.9K
12,883
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$402.0K
81,211
-3%
建仓
HCMT
DIREXION SHS ETF TR
+$401.6K
11,793
清仓
BANF
BANCFIRST CORP
-$396.0K
0
-100%
减持
AVRE
AMERICAN CENTY ETF TR
-$392.6K
37,681
-18%
减持
ZTS
ZOETIS INC
-$389.7K
4,528
-35%
增持
QQQ
INVESCO QQQ TR
+$374.4K
4,161
+14%
清仓
AVUV
AMERICAN CENTY ETF TR
-$363.9K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$361.1K
8,785
增持
—
SUPER MICRO COMPUTER INC
-$360.7K
1,955
+1%
减持
WMT
WALMART INC
+$357.5K
69,726
-4%
减持
CSCO
CISCO SYS INC
-$357.4K
32,287
-15%
增持
VOO
VANGUARD INDEX FDS
+$350.5K
6,485
+8%
增持
DFSI
DIMENSIONAL ETF TRUST
+$350.3K
278,299
+6%
清仓
IQLT
ISHARES TR
-$343.5K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$339.8K
13,605
-33%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$338.5K
57,013
-9%
减持
NEM
NEWMONT CORP
+$322.9K
63,554
-3%
减持
AVDE
AMERICAN CENTY ETF TR
-$313.0K
21,283
-17%
建仓
SCHG
SCHWAB STRATEGIC TR
+$309.7K
3,071
增持
PCAR
PACCAR INC
+$308.7K
10,363
+69%
清仓
DEO
DIAGEO PLC
-$308.2K
0
-100%
增持
CRM
SALESFORCE INC
-$306.1K
8,440
+3%
增持
PG
PROCTER AND GAMBLE CO
+$305.3K
22,132
+7%
清仓
ESGD
ISHARES TR
-$302.8K
0
-100%
增持
CVS
CVS HEALTH CORP
-$294.7K
18,243
+6%
减持
EFA
ISHARES TR
-$289.9K
6,273
-36%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$289.2K
1,467
减持
MPC
MARATHON PETE CORP
-$289.1K
8,404
-3%
清仓
—
LABORATORY CORP AMER HLDGS
-$276.6K
0
-100%
建仓
WING
WINGSTOP INC
+$273.0K
646
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$272.9K
0
-100%
减持
DECK
DECKERS OUTDOOR CORP
-$270.7K
401
-43%
清仓
AVDV
AMERICAN CENTY ETF TR
-$270.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$269.0K
7,299
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$268.6K
4,138
+8%
增持
FSLR
FIRST SOLAR INC
+$267.0K
3,517
+13%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$265.4K
1,680
建仓
LH
LABCORP HOLDINGS INC
+$258.1K
1,268
建仓
CVNA
CARVANA CO
+$256.8K
1,995
增持
NFLX
NETFLIX INC
+$256.7K
3,494
+1%
减持
CMCSA
COMCAST CORP NEW
-$253.4K
58,296
-0%
建仓
GDDY
GODADDY INC
+$252.9K
1,810
清仓
CELH
CELSIUS HLDGS INC
-$250.9K
0
-100%
建仓
PHG
KONINKLIJKE PHILIPS N V
+$250.0K
9,919
减持
—
ACCENTURE PLC IRELAND
-$249.7K
4,680
-3%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$247.1K
3,353
清仓
PBF
PBF ENERGY INC
-$246.4K
0
-100%
建仓
—
FABRINET
+$245.8K
1,004
建仓
SFM
SPROUTS FMRS MKT INC
+$244.7K
2,925
减持
BA
BOEING CO
-$243.8K
5,295
-15%
增持
PFE
PFIZER INC
+$243.2K
65,561
+14%
清仓
FAST
FASTENAL CO
-$242.1K
0
-100%
清仓
THO
THOR INDS INC
-$242.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$241.7K
14,260
-4%
清仓
ALB
ALBEMARLE CORP
-$241.5K
0
-100%
清仓
—
M D C HLDGS INC
-$241.1K
0
-100%
建仓
HRL
HORMEL FOODS CORP
+$240.7K
7,893
清仓
GQRE
FLEXSHARES TR
-$240.2K
0
-100%
增持
ADBE
ADOBE INC
+$240.2K
3,804
+2%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$239.4K
0
-100%
增持
—
GRITSTONE BIO INC
-$239.3K
250,000
+63%
建仓
THC
TENET HEALTHCARE CORP
+$238.7K
1,794
减持
SPY
SPDR S&P 500 ETF TR
+$237.9K
14,795
-1%
清仓
SPYG
SPDR SER TR
-$233.9K
0
-100%
清仓
DLTR
DOLLAR TREE INC
-$233.7K
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$233.1K
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$231.8K
3,699
清仓
ACHC
ACADIA HEALTHCARE COMPANY IN
-$231.2K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$230.4K
14,912
+2%
