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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 68
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$147.2M
38,896,661
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$59.6M
16,789,759
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$47.6M
9,353,565
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。
+5%
减持
DFIC
DIMENSIONAL ETF TRUST
+$46.1M
15,977,601
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$26.4M
509,799
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$25.0M
7,169,400
+3%
增持
DFGP
DIMENSIONAL ETF TRUST
+$21.5M
5,902,297
+5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$15.8M
14,517,559
+2%
减持
DISV
DIMENSIONAL ETF TRUST
+$15.1M
5,899,078
-4%
减持
DIHP
DIMENSIONAL ETF TRUST
+$14.9M
5,996,961
-0%
减持
HYD
VANECK ETF TRUST
-$11.9M
179,883
-56%
减持
AMGN
AMGEN INC
-$11.4M
350,619
-0%
增持
MSFT
MICROSOFT CORP
+$10.0M
81,202
+0%
减持
CBOE
CBOE GLOBAL MKTS INC
-$8.9M
16,465
-71%
减持
MUB
ISHARES TR
-$7.9M
31,002
-71%
减持
DFUS
DIMENSIONAL ETF TRUST
+$7.2M
1,219,630
-1%
增持
TLH
ISHARES TR
+$6.8M
7,882,291
+3%
减持
AAPL
APPLE INC
-$6.3M
312,054
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$6.2M
184,815
+221%
增持
GOOGL
ALPHABET INC
+$5.8M
151,951
+12%
增持
GOOG
ALPHABET INC
+$5.7M
149,150
+12%
减持
META
META PLATFORMS INC
+$5.7M
38,354
-2%
减持
NVDA
NVIDIA CORPORATION
+$5.4M
158,979
-13%
减持
DFIS
DIMENSIONAL ETF TRUST
+$4.6M
1,158,857
-0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$4.4M
211,962
+62%
增持
JPM
JPMORGAN CHASE & CO.
+$4.1M
82,012
+2%
增持
AMZN
AMAZON COM INC
+$3.8M
114,567
+2%
减持
AVGO
BROADCOM INC
+$3.5M
32,453
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.6M
167,291
+105%
增持
COF
CAPITAL ONE FINL CORP
+$2.6M
16,912
+199%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.5M
1,163,780
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.2M
7,336
-15%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.1M
44,116
+77%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.1M
416,004
+5%
清仓
—
DISCOVER FINL SVCS
-$1.8M
0
-100%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.8M
396,139
+0%
增持
ORCL
ORACLE CORP
+$1.5M
15,463
+17%
增持
NFLX
NETFLIX INC
+$1.4M
3,328
+0%
增持
ABBV
ABBVIE INC
-$1.3M
59,704
+1%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$1.2M
125,000
+67%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
16,737
+2%
减持
TSLA
TESLA INC
+$1.1M
20,439
-2%
减持
—
EXXON MOBIL CORP
-$1.0M
86,812
-1%
增持
DIS
DISNEY WALT CO
+$1.0M
34,355
+5%
减持
DFIV
DIMENSIONAL ETF TRUST
+$999.6K
393,136
-2%
减持
DFSI
DIMENSIONAL ETF TRUST
+$988.9K
289,109
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$944.2K
1,206,382
-1%
增持
HOOD
ROBINHOOD MKTS INC
+$941.6K
17,997
+1%
减持
SNY
SANOFI
-$923.4K
57,029
-14%
增持
BAC
BANK AMERICA CORP
+$873.7K
110,624
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$845.0K
9,810
+19%
增持
VTI
VANGUARD INDEX FDS
+$828.4K
21,312
+4%
增持
V
VISA INC
+$786.9K
11,487
+22%
增持
COST
COSTCO WHSL CORP NEW
+$772.8K
5,696
+11%
增持
CVX
CHEVRON CORP NEW
-$771.2K
33,007
+0%
增持
AXP
AMERICAN EXPRESS CO
+$745.3K
7,944
+19%
增持
VOO
VANGUARD INDEX FDS
+$734.8K
11,834
+2%
减持
PFE
PFIZER INC
-$706.7K
80,084
-23%
减持
OVV
OVINTIV INC
-$704.6K
8,938
-63%
减持
GEV
GE VERNOVA INC
+$680.5K
3,176
-3%
减持
WMT
WALMART INC
+$675.8K
73,414
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$670.0K
8,624
+18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$650.7K
2,320
-27%
减持
MU
MICRON TECHNOLOGY INC
+$640.3K
26,569
-12%
减持
MRK
MERCK & CO INC
-$633.5K
22,398
-16%
增持
SAP
SAP SE
+$631.8K
17,679
+0%
增持
VUG
VANGUARD INDEX FDS
+$626.5K
7,549
+4%
建仓
—
FLUTTER ENTMT PLC
+$602.1K
2,107
增持
CSCO
CISCO SYS INC
+$600.4K
46,044
+10%
减持
GE
GE AEROSPACE
+$598.4K
11,377
-2%
减持
BSVO
EA SERIES TRUST
+$590.2K
668,104
-0%
减持
SHEL
SHELL PLC
-$586.0K
34,261
-16%
增持
MAR
MARRIOTT INTL INC NEW
+$562.7K
14,453
+2%
减持
CNI
CANADIAN NATL RY CO
-$562.1K
2,143
-73%
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$561.6K
1,216,550
+1%
减持
DE
DEERE & CO
+$559.0K
14,665
-0%
增持
—
EATON CORP PLC
+$537.1K
4,590
+13%
增持
C
CITIGROUP INC
+$536.9K
31,542
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$534.9K
4,227
-6%
减持
DFAS
DIMENSIONAL ETF TRUST
+$533.5K
146,038
-1%
建仓
MEAR
ISHARES U S ETF TR
+$527.8K
10,500
建仓
TEM
TEMPUS AI INC
+$527.6K
8,303
增持
CAT
CATERPILLAR INC
+$506.1K
7,401
+3%
减持
QCOM
QUALCOMM INC
-$503.7K
7,112
-33%
增持
QQQ
INVESCO QQQ TR
+$488.7K
4,970
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$471.1K
17,046
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$469.1K
66,979
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$468.1K
14,563
-22%
减持
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$455.1K
322,044
-10%
增持
CEG
CONSTELLATION ENERGY CORP
+$454.6K
2,337
+57%
清仓
PBA
PEMBINA PIPELINE CORP
-$453.1K
0
-100%
减持
TM
TOYOTA MOTOR CORP
-$445.7K
20,447
-9%
减持
IWF
ISHARES TR
+$440.5K
14,088
-8%
增持
NOW
SERVICENOW INC
+$436.6K
1,117
+25%
增持
COIN
COINBASE GLOBAL INC
+$430.6K
2,159
+14%
减持
—
TOTALENERGIES SE
-$428.7K
79,459
-3%
建仓
NVR
NVR INC
+$428.4K
58
增持
—
WHITE MTNS INS GROUP LTD
+$417.5K
2,016
+21%
增持
NKE
NIKE INC
+$416.4K
10,016
+115%
增持
PM
PHILIP MORRIS INTL INC
+$412.7K
14,672
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$412.2K
13,619
+57%
建仓
RDDT
REDDIT INC
+$410.7K
2,727
增持
DHR
DANAHER CORPORATION
+$403.6K
10,200
+30%
减持
BHP
BHP GROUP LTD
-$402.7K
66,939
-10%
增持
ALL
ALLSTATE CORP
+$401.9K
20,257
+14%
建仓
HIMS
HIMS & HERS HEALTH INC
+$400.6K
8,037
减持
SAN
BANCO SANTANDER S.A.
+$388.9K
254,344
-1%
减持
MS
MORGAN STANLEY
+$375.7K
31,040
-9%
减持
IVW
ISHARES TR
+$374.7K
21,756
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$374.5K
19,342
+9%
建仓
NTAP
NETAPP INC
+$373.0K
3,501
增持
NET
CLOUDFLARE INC
+$365.8K
3,978
+8%
建仓
VYM
VANGUARD WHITEHALL FDS
+$361.6K
2,713
增持
BA
BOEING CO
+$356.6K
6,480
+10%
增持
ADI
ANALOG DEVICES INC
+$355.0K
5,782
+14%
减持
HMC
HONDA MOTOR LTD
-$352.8K
38,592
-29%
清仓
DOW
DOW INC
-$352.1K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$348.0K
42,749
+74%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$347.9K
3,757
建仓
EPAM
EPAM SYS INC
+$347.8K
1,967
增持
UBER
UBER TECHNOLOGIES INC
+$347.6K
12,282
+12%
建仓
WAT
WATERS CORP
+$346.2K
992
建仓
DLTR
DOLLAR TREE INC
+$345.6K
3,489
建仓
SSII
SS INNOVATIONS INTERNATIONAL
+$344.4K
58,469
增持
ABT
ABBOTT LABS
+$342.2K
59,595
+2%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$340.4K
0
-100%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$335.5K
4,206
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$335.1K
33,357
+48%
建仓
BEN
FRANKLIN RESOURCES INC
+$331.6K
13,904
建仓
DG
DOLLAR GEN CORP NEW
+$330.3K
2,888
增持
T
AT&T INC
+$329.8K
164,004
+5%
增持
BKNG
BOOKING HOLDINGS INC
+$327.4K
160
+23%
减持
DFSD
DIMENSIONAL ETF TRUST
-$326.3K
16,432
-30%
增持
AMAT
APPLIED MATLS INC
+$323.5K
7,603
+3%
增持
COP
CONOCOPHILLIPS
-$320.4K
23,323
+1%
减持
APP
APPLOVIN CORP
+$319.8K
3,770
-0%
增持
SOFI
SOFI TECHNOLOGIES INC
+$315.6K
43,769
+6%
减持
CRM
SALESFORCE INC
-$313.7K
9,160
-13%
清仓
TER
TERADYNE INC
-$309.9K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$307.3K
1,332
建仓
RKLB
ROCKET LAB CORP
+$307.3K
8,590
建仓
CDW
CDW CORP
+$306.5K
1,716
建仓
SGOV
ISHARES TR
+$299.1K
2,971
增持
APH
AMPHENOL CORP NEW
+$298.8K
7,463
+12%
建仓
—
FABRINET
+$297.3K
1,009
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$296.4K
4,356
减持
RTX
RTX CORPORATION
-$295.9K
16,828
-19%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$295.5K
404
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$294.6K
6,342
建仓
ONEQ
FIDELITY COMWLTH TR
+$291.9K
3,645
