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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
增持 8
减持 78
清仓 64
方向
标的
Δ市值
现股数(环比)
增持
DFAT
DIMENSIONAL ETF TRUST
+$38.6M
10,349,578
+1%
减持
DFIS
DIMENSIONAL ETF TRUST
-$36.6M
43,878
-96%
增持
TLH
ISHARES TR
+$35.8M
8,935,374
+5%
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。
减持
MSFT
MICROSOFT CORP
-$27.2M
47,850
-49%
增持
DFGR
DIMENSIONAL ETF TRUST
+$26.1M
17,521,862
+5%
减持
AAPL
APPLE INC
-$23.3M
257,073
-21%
减持
NVDA
NVIDIA CORPORATION
-$20.8M
54,832
-66%
增持
DFAC
DIMENSIONAL ETF TRUST
+$19.0M
42,328,643
+3%
减持
AMZN
AMAZON COM INC
-$18.3M
54,121
-58%
减持
GOOGL
ALPHABET INC
-$16.7M
95,436
-32%
减持
GOOG
ALPHABET INC
-$15.4M
109,926
-27%
减持
JPM
JPMORGAN CHASE & CO
-$15.3M
41,016
-52%
减持
DFEM
DIMENSIONAL ETF TRUST
-$15.0M
16,404,290
-7%
增持
DFGP
DIMENSIONAL ETF TRUST
+$14.6M
6,540,363
+4%
减持
META
META PLATFORMS INC
-$12.6M
22,629
-41%
减持
AVGO
BROADCOM INC
-$8.9M
11,238
-69%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$8.1M
896,211
+21%
减持
AMGN
AMGEN INC
+$7.6M
347,970
-1%
减持
TSLA
TESLA INC
-$7.1M
6,085
-71%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.0M
139,136
-10%
减持
—
EXXON MOBIL CORP
-$6.6M
28,491
-70%
减持
DFIC
DIMENSIONAL ETF TRUST
+$6.5M
16,222,174
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.1M
8,459,674
+6%
减持
BAC
BANK AMERICA CORP
-$6.0M
14,104
-88%
减持
DFUS
DIMENSIONAL ETF TRUST
-$5.7M
1,171,335
-2%
清仓
—
TOTALENERGIES SE
-$5.2M
0
-100%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$5.1M
0
-100%
减持
ABBV
ABBVIE INC
-$4.9M
53,784
-26%
减持
LLY
ELI LILLY & CO
-$4.6M
5,123
-41%
清仓
BHP
BHP GROUP LTD
-$4.6M
0
-100%
清仓
SAP
SAP SE
-$4.5M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$4.4M
11,857
-67%
清仓
TM
TOYOTA MOTOR CORP
-$4.4M
0
-100%
减持
WFC
WELLS FARGO & CO
-$4.3M
15,073
-75%
清仓
GS
GOLDMAN SACHS GROUP INC
-$4.2M
0
-100%
清仓
—
WHITE MTNS INS GROUP LTD
-$4.2M
0
-100%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$4.1M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$3.9M
3,206
-82%
清仓
—
DEUTSCHE BANK A G
-$3.6M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.6M
3,827
-81%
清仓
NVS
NOVARTIS AG
-$3.5M
0
-100%
清仓
HSBC
HSBC HLDGS PLC
-$3.5M
0
-100%
减持
C
CITIGROUP INC
-$3.4M
4,651
-86%
清仓
SNY
SANOFI SA
-$3.4M
0
-100%
减持
MS
MORGAN STANLEY
-$3.3M
12,963
-57%
减持
ABT
ABBOTT LABORATORIES
-$3.2M
46,820
-27%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$3.2M
0
-100%
减持
DIHP
DIMENSIONAL ETF TRUST
+$3.1M
6,257,568
-0%
减持
WMT
WALMART INC
-$3.1M
41,531
-44%
减持
V
VISA INC
-$3.1M
3,442
-71%
清仓
SONY
SONY GROUP CORP
-$3.0M
0
-100%
清仓
—
ASML HOLDING N V
-$3.0M
0
-100%
减持
DIS
DISNEY WALT CO
-$3.0M
9,265
-73%
减持
CSCO
CISCO SYS INC
-$3.0M
11,647
-77%
清仓
SAN
BANCO SANTANDER SA
-$3.0M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$2.8M
6,509
-61%
清仓
MFG
MIZUHO FINANCIAL GROUP INC
-$2.8M
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$2.7M
13,315
-59%
清仓
—
UBS GROUP AG
-$2.6M
0
-100%
清仓
APP
APPLOVIN CORP
-$2.5M
0
-100%
清仓
SHEL
SHELL PLC
-$2.5M
0
-100%
减持
INTC
INTEL CORP
-$2.5M
22,499
-76%
减持
RTX
RTX CORPORATION
-$2.4M
3,784
-78%
减持
T
AT&T INC
-$2.3M
53,601
-66%
减持
MA
MASTERCARD INCORPORATED
-$2.3M
1,214
-76%
减持
CVX
CHEVRON CORPORATION
-$2.3M
14,451
-58%
清仓
CNQ
CANADIAN NAT RES LTD
-$2.2M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$2.2M
2,682
-67%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
19,414
-75%
减持
NFLX
NETFLIX INC.
-$2.1M
11,734
-66%
清仓
HOOD
ROBINHOOD MKTS INC
-$2.1M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
1,303
-82%
清仓
NEM
NEWMONT CORP
-$2.0M
0
-100%
清仓
QCOM
QUALCOMM INC
-$2.0M
0
-100%
减持
—
LINDE PLC
-$1.9M
546
-89%
减持
OKE
ONEOK INC NEW
+$1.9M
146,703
-5%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.9M
0
-100%
减持
—
MEDTRONIC PLC
-$1.9M
2,547
-88%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.9M
4,889
-52%
减持
DHR
DANAHER CORP DEL
-$1.9M
2,686
-74%
减持
CRM
SALESFORCE INC
-$1.8M
2,536
-70%
减持
AMAT
APPLIED MATLS INC
-$1.7M
2,936
-73%
清仓
SPGI
S&P GLOBAL INC
-$1.7M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$1.7M
3,756
-82%
减持
MRK
MERCK & CO INC
-$1.7M
10,493
-63%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.7M
0
-100%
清仓
—
ASTRAZENECA PLC
-$1.7M
0
-100%
减持
HD
HOME DEPOT INC
-$1.7M
12,456
-26%
清仓
CVS
CVS HEALTH CORP
-$1.7M
0
-100%
减持
ORCL
ORACLE CORP
-$1.7M
9,453
-39%
清仓
GM
GENERAL MTRS CO
-$1.7M
0
-100%
减持
GE
GE AEROSPACE
-$1.6M
6,294
-44%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$1.6M
0
-100%
减持
—
CHUBB LTD SWITZ
-$1.6M
2,140
-71%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.6M
21,903
+277%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$1.6M
0
-100%
减持
BLK
BLACKROCK INC
-$1.5M
225
-86%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.5M
9,237
-59%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.5M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.5M
0
-100%
减持
PFE
PFIZER INC
-$1.4M
36,078
-63%
清仓
CI
THE CIGNA GROUP
-$1.4M
0
-100%
减持
KO
COCA COLA CO
-$1.4M
21,532
-51%
清仓
CMCSA
COMCAST CORP NEW
-$1.4M
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$1.4M
0
-100%
减持
COP
CONOCOPHILLIPS
-$1.4M
5,873
-75%
减持
COST
COSTCO WHOLESALE CORPORATION
-$1.4M
3,497
-38%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$1.4M
0
-100%
清仓
FDX
FEDEX CORP
-$1.4M
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.4M
1,173,592
-1%
清仓
ING
ING GROEP N.V.
-$1.4M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$1.3M
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$1.3M
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$1.3M
0
-100%
减持
USB
US BANCORP
-$1.3M
4,046
-85%
清仓
HMC
HONDA MOTOR LTD
-$1.3M
0
-100%
减持
—
EATON CORP PLC
-$1.2M
740
-84%
清仓
LRCX
LAM RESEARCH CORP
-$1.2M
0
-100%
清仓
BCS
BARCLAYS PLC
-$1.2M
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$1.2M
0
-100%
清仓
EOG
EOG RES INC
-$1.2M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$1.2M
0
-100%
减持
ADI
ANALOG DEVICES INC
-$1.2M
1,483
-76%
清仓
TMUS
T-MOBILE US INC
-$1.2M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.2M
0
-100%
清仓
TFC
TRUIST FINL CORP
-$1.2M
0
-100%
清仓
INTU
INTUIT
-$1.2M
0
-100%
清仓
RY
ROYAL BK CDA
-$1.2M
0
-100%
清仓
E
ENI S P A
-$1.2M
0
-100%
减持
SYK
STRYKER CORPORATION
-$1.2M
705
-82%
减持
PM
PHILIP MORRIS INTL INC
-$1.1M
6,820
-52%
减持
NOK
NOKIA CORP
-$1.1M
17,719
-91%
减持
MET
METLIFE INC
-$1.1M
7,253
-65%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
0
-100%
减持
BSVO
EA SERIES TRUST
+$1.1M
645,859
-2%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
1,568
-70%
清仓
WDS
WOODSIDE ENERGY GROUP LTD
-$1.1M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.1M
0
-100%
减持
CAT
CATERPILLAR INC
-$1.1M
4,868
-38%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
15,743
-5%
清仓
DAL
DELTA AIR LINES INC DEL
-$1.1M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.1M
7,021
-58%
减持
PCAR
PACCAR INC
-$1.1M
4,158
-71%
清仓
—
JOHNSON CTLS INTL PLC
-$1.1M
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$1.1M
27,672
-62%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$1.1M
0
-100%
减持
DFSI
DIMENSIONAL ETF TRUST
-$1.1M
263,782
-8%
清仓
SLB
SLB LIMITED
-$1.1M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$1.1M
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$1.1M
0
-100%
