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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 41
增持 60
减持 36
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$85.1M
37,580,449
+1%
增持
TLH
ISHARES TR
+$69.7M
7,137,470
+3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$61.2M
14,062,260
+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
DFIC
DIMENSIONAL ETF TRUST
+$42.9M
15,774,309
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$41.0M
8,783,379
+2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$35.3M
15,566,049
+3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$21.9M
5,301,763
+4%
减持
OSBC
OLD SECOND BANCORP INC ILL
-$20.7M
1,234,213
-54%
增持
DUHP
DIMENSIONAL ETF TRUST
+$19.4M
6,842,864
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$18.5M
6,210,552
+3%
增持
DIHP
DIMENSIONAL ETF TRUST
+$14.0M
6,009,122
+4%
增持
CBOE
CBOE GLOBAL MKTS INC
+$11.2M
56,462
+2782%
减持
AAPL
APPLE INC
+$6.1M
304,477
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.7M
540,040
-5%
减持
AMGN
AMGEN INC
+$3.3M
350,373
-0%
增持
HYD
VANECK ETF TRUST
+$2.8M
643,392
+6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.8M
1,326,223
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.6M
1,226,518
-2%
增持
TBIL
RBB FD INC
+$1.9M
79,156
+93%
减持
SHV
ISHARES TR
-$1.9M
25,115
-41%
减持
META
META PLATFORMS INC
+$1.8M
39,424
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
1,222,203
-3%
减持
ABBV
ABBVIE INC
+$1.3M
52,752
-1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.3M
373,084
+5%
减持
TSLA
TESLA INC
+$1.3M
26,207
-7%
减持
DFAR
DIMENSIONAL ETF TRUST
+$1.2M
410,446
-2%
减持
GOOG
ALPHABET INC
-$1.1M
64,187
-1%
增持
WMT
WALMART INC
+$1.1M
72,203
+4%
增持
HD
HOME DEPOT INC
+$1.1M
14,682
+3%
减持
BSVO
EA SERIES TRUST
+$1.1M
727,761
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$1.0M
397,505
+1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$1.0M
284,521
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$934.8K
15,663
+6%
增持
GOOGL
ALPHABET INC
-$922.0K
74,404
+2%
增持
AVUS
AMERICAN CENTY ETF TR
+$856.2K
36,023
+26%
减持
DFIV
DIMENSIONAL ETF TRUST
+$830.0K
437,272
-1%
增持
—
SUPER MICRO COMPUTER INC
-$786.9K
1,957
+0%
增持
VTI
VANGUARD INDEX FDS
+$709.9K
19,394
+8%
建仓
BITO
PROSHARES TR
+$671.6K
35,000
增持
DFAS
DIMENSIONAL ETF TRUST
+$623.5K
129,152
+0%
增持
DE
DEERE & CO
+$591.6K
12,952
+1%
减持
OVV
OVINTIV INC
-$577.8K
33,578
-16%
减持
ABT
ABBOTT LABS
+$574.7K
57,631
-0%
增持
NVO
NOVO-NORDISK A S
-$523.8K
23,678
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$523.2K
4,471
-0%
减持
STZ
CONSTELLATION BRANDS INC
-$515.3K
1,360
-60%
增持
MCD
MCDONALDS CORP
+$507.4K
9,543
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$506.2K
49,046
+19%
减持
UNH
UNITEDHEALTH GROUP INC
+$502.0K
6,771
-0%
建仓
—
TE CONNECTIVITY PLC
+$501.0K
3,318
清仓
—
TE CONNECTIVITY LTD
-$498.1K
0
-100%
建仓
BCO
BRINKS CO
+$496.2K
4,291
减持
JPM
JPMORGAN CHASE & CO.
+$476.7K
80,159
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$473.2K
1,631
-70%
增持
GE
GE AEROSPACE
+$469.9K
12,955
+4%
减持
TM
TOYOTA MOTOR CORP
-$460.7K
17,297
-0%
增持
KO
COCA COLA CO
+$449.7K
37,247
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$448.2K
61,841
+8%
减持
MU
MICRON TECHNOLOGY INC
-$443.0K
14,641
-2%
减持
LLY
ELI LILLY & CO
-$437.9K
8,350
-4%
增持
MSFT
MICROSOFT CORP
-$421.2K
49,945
+2%
增持
AMZN
AMAZON COM INC
+$393.1K
103,597
+6%
增持
IVV
ISHARES TR
+$388.9K
8,353
+3%
增持
—
ASML HOLDING N V
-$386.9K
2,182
+1%
增持
VST
VISTRA CORP
+$382.2K
11,527
+1%
建仓
SNOW
SNOWFLAKE INC
+$379.4K
3,303
减持
NEM
NEWMONT CORP
+$374.5K
56,792
-11%
增持
T
AT&T INC
+$369.7K
112,115
+2%
增持
VOO
VANGUARD INDEX FDS
+$356.3K
6,821
+5%
增持
IWF
ISHARES TR
+$354.7K
18,682
+2%
增持
SNY
SANOFI
+$347.0K
37,948
+0%
减持
CAT
CATERPILLAR INC
+$338.1K
6,153
-1%
清仓
RMD
RESMED INC
-$338.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$337.8K
78,405
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$331.9K
1,691
+31%
减持
ORCL
ORACLE CORP
+$327.5K
13,223
-3%
增持
GEV
GE VERNOVA INC
+$320.5K
3,388
+7%
增持
INTC
INTEL CORP
-$320.5K
73,610
+11%
增持
AVDE
AMERICAN CENTY ETF TR
+$318.1K
24,514
+15%
减持
SYY
SYSCO CORP
+$316.7K
47,597
-0%
增持
ALL
ALLSTATE CORP
+$311.3K
9,679
+1%
减持
JNJ
JOHNSON & JOHNSON
+$305.2K
24,583
-2%
增持
SDY
SPDR SER TR
+$299.3K
11,383
+10%
建仓
—
SMURFIT WESTROCK PLC
+$298.5K
6,041
增持
AMAT
APPLIED MATLS INC
-$297.9K
9,143
+1%
增持
CME
CME GROUP INC
+$293.4K
11,890
+0%
增持
RTX
RTX CORPORATION
+$289.3K
13,424
+1%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$289.2K
0
-100%
建仓
CRBG
COREBRIDGE FINL INC
+$286.3K
9,818
增持
GILD
GILEAD SCIENCES INC
+$285.8K
18,658
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$285.5K
10,682
+105%
建仓
SWK
STANLEY BLACK & DECKER INC
+$282.0K
2,561
减持
ORANY
ORANGE
-$281.1K
11,668
-72%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$280.8K
0
-100%
建仓
—
ITERIS INC NEW
+$279.2K
39,102
减持
OXY
OCCIDENTAL PETE CORP
-$274.3K
10,863
-18%
增持
AVEM
AMERICAN CENTY ETF TR
+$273.4K
17,098
+26%
增持
VBR
VANGUARD INDEX FDS
+$270.7K
14,311
+0%
建仓
CAG
CONAGRA BRANDS INC
+$268.4K
8,254
减持
BNY
BANK NEW YORK MELLON CORP
+$267.4K
22,565
-0%
清仓
ELF
E L F BEAUTY INC
-$265.7K
0
-100%
清仓
—
WESTROCK CO
-$264.6K
0
-100%
建仓
—
KELLANOVA
+$263.2K
3,262
增持
AXP
AMERICAN EXPRESS CO
+$261.6K
6,591
+0%
建仓
Z
ZILLOW GROUP INC
+$260.9K
4,086
建仓
COHR
COHERENT CORP
+$260.9K
2,934
建仓
MOD
MODINE MFG CO
+$258.5K
1,947
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$258.2K
2,461
建仓
WAL
WESTERN ALLIANCE BANCORP
+$255.6K
2,955
建仓
NVR
NVR INC
+$255.1K
26
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$251.6K
6,326
+15%
建仓
DVY
ISHARES TR
+$247.3K
1,831
建仓
BABA
ALIBABA GROUP HLDG LTD
+$247.0K
2,328
建仓
FERG
FERGUSON ENTERPRISES INC
+$246.0K
1,239
减持
DHI
D R HORTON INC
+$239.9K
5,634
-5%
清仓
—
FERGUSON PLC NEW
-$239.4K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$238.0K
269
建仓
VRSN
VERISIGN INC
+$236.9K
1,247
建仓
VOE
VANGUARD INDEX FDS
+$234.7K
1,400
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$232.9K
6,764
-7%
建仓
INCY
INCYTE CORP
+$231.5K
3,503
增持
MA
MASTERCARD INCORPORATED
+$230.9K
3,890
+2%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$230.6K
1,445
清仓
OKTA
OKTA INC
-$230.5K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$230.3K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$230.0K
4,967
+0%
减持
BX
BLACKSTONE INC
+$229.7K
8,203
-1%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$228.7K
597
建仓
KBH
KB HOME
+$228.4K
2,666
建仓
COKE
COCA COLA CONS INC
+$227.7K
173
建仓
THO
THOR INDS INC
+$227.0K
2,066
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$225.5K
3,401
建仓
FAST
FASTENAL CO
+$225.0K
3,151
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.7K
1,294
建仓
ARES
ARES MANAGEMENT CORPORATION
+$224.4K
1,440
清仓
ENTG
ENTEGRIS INC
-$224.2K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$223.6K
48,757
-3%
清仓
ALLY
ALLY FINL INC
-$222.5K
0
-100%
建仓
D
DOMINION ENERGY INC
+$222.2K
3,845
增持
—
LUCID GROUP INC
+$222.1K
241,093
+0%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$221.5K
1,394
建仓
DVA
DAVITA INC
+$221.0K
1,348
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$220.7K
4,017
建仓
CNX
CNX RES CORP
+$220.4K
6,768
建仓
IEMG
ISHARES INC
+$220.3K
3,837
清仓
APG
API GROUP CORP
-$219.2K
0
-100%
建仓
—
AMDOCS LTD
+$218.8K
2,501
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$218.7K
980
建仓
—
PINNACLE FINL PARTNERS INC
+$218.2K
2,227
清仓
MRNA
MODERNA INC
-$217.2K
0
-100%
