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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 41
增持 63
减持 13
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
AMGN
AMGEN INC
-$112.9M
0
-100%
建仓
—
AMGEN INC
+$91.9M
352,784
建仓
—
APPLE INC
+$78.9M
315,003
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。
清仓
AAPL
APPLE INC
-$70.9M
0
-100%
减持
DFGR
DIMENSIONAL ETF TRUST
-$48.0M
14,010,051
-0%
增持
TLH
ISHARES TR
-$32.0M
7,518,329
+5%
建仓
—
AMAZON COM INC
+$25.4M
115,602
增持
DFIC
DIMENSIONAL ETF TRUST
-$21.3M
16,351,244
+4%
清仓
AMZN
AMAZON COM INC
-$19.3M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$18.5M
510,376
-5%
减持
OSBC
OLD SECOND BANCORP INC ILL
-$14.9M
243,837
-80%
增持
MSFT
MICROSOFT CORP
+$12.1M
79,704
+60%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$11.5M
1,154,016
+5737%
减持
DFAC
DIMENSIONAL ETF TRUST
+$11.1M
37,575,502
-0%
增持
DISV
DIMENSIONAL ETF TRUST
-$10.7M
6,389,795
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
-$10.6M
16,327,878
+5%
减持
MUB
ISHARES TR
-$10.4M
167,217
-36%
增持
DIHP
DIMENSIONAL ETF TRUST
-$9.5M
6,222,653
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$9.3M
8,944,962
+2%
增持
NVDA
NVIDIA CORPORATION
+$7.5M
189,998
+28%
增持
DFIS
DIMENSIONAL ETF TRUST
+$7.2M
1,167,811
+46%
建仓
—
ABBOTT LABS
+$6.6M
58,573
清仓
ABT
ABBOTT LABS
-$6.6M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$6.1M
132,575
+1141%
减持
HYD
VANECK ETF TRUST
-$5.7M
548,752
-15%
增持
DFGP
DIMENSIONAL ETF TRUST
-$4.9M
5,436,899
+3%
建仓
—
BANK AMERICA CORP
+$4.6M
104,062
增持
TSLA
TESLA INC
+$4.4M
27,854
+6%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.1M
1,261,486
+3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$3.9M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$3.7M
0
-100%
建仓
—
BHP GROUP LTD
+$3.7M
75,114
清仓
AVUS
AMERICAN CENTY ETF TR
-$3.4M
0
-100%
增持
DFUV
DIMENSIONAL ETF TRUST
+$3.4M
1,327,469
+9%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.0M
1,319,106
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
82,979
+4%
增持
GOOGL
ALPHABET INC
+$2.6M
79,160
+6%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$2.5M
30,000
-90%
增持
AVGO
BROADCOM INC
+$2.5M
33,173
+10%
建仓
—
ADVANCED MICRO DEVICES INC
+$2.4M
19,851
增持
GOOG
ALPHABET INC
+$2.3M
68,278
+6%
清仓
BHP
BHP GROUP LTD
-$2.0M
0
-100%
建仓
—
AMERICAN CENTY ETF TR
+$2.0M
30,815
建仓
—
ALLSTATE CORP
+$2.0M
10,202
建仓
—
AMERICAN EXPRESS CO
+$2.0M
6,622
建仓
—
BANK NEW YORK MELLON CORP
+$1.9M
24,091
清仓
AMAT
APPLIED MATLS INC
-$1.8M
0
-100%
清仓
ALL
ALLSTATE CORP
-$1.8M
0
-100%
建仓
—
AMERICAN CENTY ETF TR
+$1.8M
27,457
建仓
—
AMERICAN CENTY ETF TR
+$1.8M
18,749
清仓
AXP
AMERICAN EXPRESS CO
-$1.8M
0
-100%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
38,093
减持
BSVO
EA SERIES TRUST
-$1.7M
665,149
-9%
清仓
AVDE
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
增持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$1.6M
274,585
+264%
清仓
AVRE
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$1.6M
0
-100%
建仓
—
AMERICAN CENTY ETF TR
+$1.6M
38,411
建仓
BLK
BLACKROCK INC
+$1.6M
1,551
建仓
—
AIR PRODS & CHEMS INC
+$1.6M
5,423
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.5M
49,290
建仓
GHC
GRAHAM HLDGS CO
+$1.5M
1,740
清仓
ELV
ELEVANCE HEALTH INC
-$1.5M
0
-100%
建仓
—
AUTOMATIC DATA PROCESSING IN
+$1.4M
4,755
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
149,086
+15%
增持
TM
TOYOTA MOTOR CORP
+$1.3M
22,477
+30%
清仓
—
BLACKROCK INC
-$1.2M
0
-100%
建仓
—
APPLIED MATLS INC
+$1.2M
7,481
增持
DIS
DISNEY WALT CO
+$1.2M
32,003
+31%
建仓
—
AMERICAN CENTY ETF TR
+$1.2M
12,452
增持
CRM
SALESFORCE INC
+$1.2M
10,543
+25%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.2M
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$1.2M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$1.2M
55,896
+15%
建仓
—
ASTRAZENECA PLC
+$1.2M
17,555
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.1M
403,738
-2%
建仓
—
BOEING CO
+$1.1M
6,300
清仓
AVEM
AMERICAN CENTY ETF TR
-$1.1M
0
-100%
建仓
—
ANALOG DEVICES INC
+$1.1M
5,144
增持
T
AT&T INC
+$1.1M
156,081
+39%
清仓
CHMI
CHERRY HILL MTG INVT CORP
-$1.1M
0
-100%
建仓
—
ELEVANCE HEALTH INC
+$1.1M
2,860
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
30,539
+109%
增持
SNY
SANOFI
+$1.0M
66,827
+76%
建仓
—
ARISTA NETWORKS INC
+$1.0M
9,184
增持
SBUX
STARBUCKS CORP
+$962.9K
18,139
+155%
建仓
—
AMERICAN CENTY ETF TR
+$961.8K
15,672
增持
WMT
WALMART INC
+$954.9K
75,100
+4%
减持
NEM
NEWMONT CORP
-$953.4K
55,941
-1%
建仓
KBE
SPDR SER TR
+$941.8K
16,979
清仓
AFL
AFLAC INC
-$932.9K
0
-100%
增持
HSBC
HSBC HLDGS PLC
+$931.3K
43,317
+62%
增持
COST
COSTCO WHSL CORP NEW
+$918.6K
4,916
+22%
增持
VOO
VANGUARD INDEX FDS
+$915.8K
8,380
+23%
建仓
—
AFLAC INC
+$913.5K
8,831
建仓
—
AMERICAN INTL GROUP INC
+$903.2K
12,406
清仓
BA
BOEING CO
-$901.4K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$890.6K
0
-100%
建仓
—
BECTON DICKINSON & CO
+$887.5K
3,912
减持
CME
CME GROUP INC
-$887.1K
7,477
-37%
清仓
—
ASTRAZENECA PLC
-$886.1K
0
-100%
增持
SAP
SAP SE
+$871.0K
17,674
+16%
清仓
—
ARISTA NETWORKS INC
-$870.5K
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
-$858.0K
6,874,176
+0%
建仓
—
BANK NOVA SCOTIA HALIFAX
+$831.7K
15,483
增持
DE
DEERE & CO
+$825.9K
14,706
+14%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$817.9K
114,324
+134%
清仓
—
SUPER MICRO COMPUTER INC
-$814.9K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$793.9K
14,512
+155%
增持
PFE
PFIZER INC
+$780.0K
96,645
+57%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$779.4K
222,120
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$775.6K
74,476
+52%
建仓
DOCU
DOCUSIGN INC
+$773.5K
8,600
建仓
—
BANK MONTREAL QUE
+$772.3K
7,958
增持
NVO
NOVO-NORDISK A S
-$763.7K
23,897
+1%
增持
LLY
ELI LILLY & CO
-$747.2K
8,615
+3%
增持
CSCO
CISCO SYS INC
+$745.4K
41,168
+30%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$745.3K
357,561
+6%
增持
V
VISA INC
+$744.9K
10,047
+14%
清仓
BP
BP PLC
-$741.0K
0
-100%
增持
APP
APPLOVIN CORP
+$734.2K
3,776
+1%
清仓
—
BROOKFIELD RENEWABLE CORP
-$725.9K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$723.8K
4,726
+18%
建仓
—
AMERICAN CENTY ETF TR
+$705.8K
15,276
增持
JNJ
JOHNSON & JOHNSON
+$703.1K
32,409
+32%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$697.7K
73,556
+182%
建仓
—
BP PLC
+$689.7K
23,333
增持
SONY
SONY GROUP CORP
+$688.8K
115,250
+536%
增持
VTI
VANGUARD INDEX FDS
+$675.1K
21,279
+10%
清仓
BITO
PROSHARES TR
-$671.6K
0
-100%
增持
SHV
ISHARES TR
+$655.2K
31,184
+24%
清仓
CART
MAPLEBEAR INC
-$647.8K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$645.9K
11,139
+13%
增持
MS
MORGAN STANLEY
+$644.9K
21,017
+10%
增持
—
WHITE MTNS INS GROUP LTD
+$640.5K
1,374
+15%
增持
MFG
MIZUHO FINANCIAL GROUP INC
+$638.7K
364,094
+33%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$637.0K
4,583
-31%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$631.4K
21,024
建仓
CABO
CABLE ONE INC
+$630.1K
1,740
清仓
WRB
BERKLEY W R CORP
-$629.6K
0
-100%
增持
USB
US BANCORP DEL
+$622.9K
24,842
+101%
增持
GILD
GILEAD SCIENCES INC
+$608.7K
23,525
+26%
增持
DFEV
DIMENSIONAL ETF TRUST
+$606.6K
32,308
+283%
清仓
BDX
BECTON DICKINSON & CO
-$594.9K
0
-100%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$591.0K
21,365
增持
RTX
RTX CORPORATION
+$574.6K
19,020
+42%
增持
—
TOTALENERGIES SE
+$571.5K
82,033
+36%
建仓
ODC
OIL DRI CORP AMER
+$571.0K
6,515
清仓
BNS
BANK NOVA SCOTIA HALIFAX
-$561.4K
0
-100%
增持
—
CHUBB LIMITED
+$560.2K
6,788
+49%
