13F 机构持仓

F/m Investments LLC

WASHINGTON DC · SEC CIK 0001834499

2026Q22026Q1 更早 9 个季度 🔒
$15.06亿2026Q1 申报市值
333持仓数
38.4%前十大占比 · 第一大 8.5%
22 / 103新建仓 / 清仓
申报市值走势$19.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFCF 8.5%
GOOGL 4.2%
AVGO 3.8%
AAPL 3.8%
VEU 3.6%
NVDA 3.3%
MSFT 3.2%
TBIL 3.0%
AMZN 2.8%
RBB FD INC 2.2%

2026Q1 买入最多 按季末市值估算

DFCF 新建仓+$1.28亿
VEU 加仓+$4,460.12万
ROK 新建仓+$926.66万
ANET 加仓+$891.57万
TBIL 加仓+$541.99万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$5,478.64万
AAPL 减仓-$5,267.14万
GOOGL 减仓-$4,144.42万
MSFT 减仓-$3,372.30万
AMZN 减仓-$2,734.84万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
DFCF DIMENSIONAL ETF TRUST $1.28亿8.51%3,036,000 3,036,000— $1.28亿 新建仓
GOOGL ALPHABET INC $6,362.77万4.22%221,268 -144,124-39.4% -$4,144.42万 减仓
AVGO BROADCOM INC $5,780.94万3.84%186,777 -81,728-30.4% -$2,529.56万 减仓
AAPL APPLE INC $5,710.64万3.79%225,027 -207,551-48.0% -$5,267.14万 减仓
VEU VANGUARD INTL EQUITY INDEX F $5,415.48万3.59%721,102 593,891466.9% $4,460.12万 加仓
NVDA NVIDIA CORPORATION $4,931.21万3.27%282,750 -314,139-52.6% -$5,478.64万 减仓
MSFT MICROSOFT CORP $4,751.46万3.15%128,333 -91,083-41.5% -$3,372.30万 减仓
TBIL RBB FD INC $4,542.50万3.02%911,142 108,71413.5% $541.99万 加仓
AMZN AMAZON COM INC $4,275.24万2.84%205,274 -131,312-39.0% -$2,734.84万 减仓
— RBB FD INC $3,268.92万2.17%637,227 16,9332.7% $86.86万 加仓
META META PLATFORMS INC $3,162.17万2.10%55,228 -30,424-35.5% -$1,741.98万 减仓
— RBB FD INC $2,631.94万1.75%519,228 -30,082-5.5% -$152.48万 减仓
MA MASTERCARD INCORPORATED $2,579.88万1.71%51,608 -31,039-37.6% -$1,551.64万 减仓
LLY ELI LILLY & CO $2,231.02万1.48%24,253 -13,245-35.3% -$1,218.40万 减仓
PANW PALO ALTO NETWORKS INC $2,049.10万1.36%127,813 -47,230-27.0% -$757.19万 减仓
HD HOME DEPOT INC $2,002.65万1.33%60,890 -23,921-28.2% -$786.75万 减仓
— RBB FD INC $1,853.04万1.23%367,330 -2,523-0.7% -$12.73万 减仓
NOC NORTHROP GRUMMAN CORP $1,738.40万1.15%25,481 -2,212-8.0% -$150.91万 减仓
V VISA INC $1,702.79万1.13%56,335 -56,242-50.0% -$1,699.97万 减仓
ISRG INTUITIVE SURGICAL INC $1,630.66万1.08%35,373 -3,477-8.9% -$160.29万 减仓
— HONEYWELL INTL INC $1,588.32万1.05%70,279 -5,599-7.4% -$126.54万 减仓
COST --- $1,503.05万1.00%15,084 -6,731-30.9% -$670.71万 减仓
IDXX IDEXX LABS INC $1,488.62万0.99%26,493 -53-0.2% -$2.98万 减仓
— RBB FD INC $1,451.50万0.96%282,035 -89,279-24.0% -$459.48万 减仓
NOW SERVICENOW INC $1,402.85万0.93%134,180 -13,532-9.2% -$141.48万 减仓
ADSK AUTODESK INC $1,358.64万0.90%56,752 -949-1.6% -$22.72万 减仓
REGN REGENERON PHARMACEUTICALS $1,343.16万0.89%17,384 -5,429-23.8% -$419.47万 减仓
ULTA ULTA BEAUTY INC $1,342.01万0.89%25,674 1810.7% $9.46万 加仓
MAR MARRIOTT INTL INC NEW $1,239.93万0.82%37,917 -65-0.2% -$2.13万 减仓
JPM --- $1,217.09万0.81%41,375 -62,613-60.2% -$1,841.82万 减仓
WM WASTE MGMT INC DEL $1,205.78万0.80%52,473 -12,060-18.7% -$277.13万 减仓
CAT CATERPILLAR INC $1,194.18万0.79%16,856 -3,311-16.4% -$234.57万 减仓
INTU INTUIT $1,164.62万0.77%26,935 -1,374-4.9% -$59.41万 减仓
ETN EATON CORP PLC $1,141.67万0.76%31,920 -22,289-41.1% -$797.20万 减仓
VO VANGUARD INDEX FDS $1,041.35万0.69%36,261 -6,713-15.6% -$192.79万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $1,036.25万0.69%182,825 -345-0.2% -$1.96万 减仓
J JACOBS SOLUTIONS INC $985.03万0.65%77,262 1,6962.2% $21.62万 加仓
ORLY OREILLY AUTOMOTIVE INC $983.15万0.65%106,505 -904-0.8% -$8.34万 减仓
ABT --- $969.90万0.64%94,271 -1,439-1.5% -$14.81万 减仓
JNJ JOHNSON & JOHNSON $956.18万0.63%39,117 -31,638-44.7% -$773.36万 减仓
ROK ROCKWELL AUTOMATION INC $926.66万0.62%25,821 25,821— $926.66万 新建仓
ANET ARISTA NETWORKS INC $920.09万0.61%74,938 72,6153,125.9% $891.57万 加仓
— RBB FD INC $912.38万0.61%180,936 -43,413-19.4% -$218.91万 减仓
CVX --- $876.72万0.58%42,374 -26,590-38.6% -$550.15万 减仓
COGT COGENT BIOSCIENCES INC $870.42万0.58%226,142 -9,662-4.1% -$37.19万 减仓
JCI --- $869.78万0.58%66,421 -1,081-1.6% -$14.16万 减仓
— EXXON MOBIL CORP $826.72万0.55%48,728 -963-1.9% -$16.34万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $820.34万0.54%256,275 98,70962.6% $315.97万 加仓
SPY SPDR S&P 500 ETF TR $779.04万0.52%11,979 -3,025-20.2% -$196.73万 减仓
IJR ISHARES TR $739.09万0.49%59,455 -12,574-17.5% -$156.31万 减仓
XYL XYLEM INC $720.58万0.48%60,290 4760.8% $5.69万 加仓
LIVN LIVANOVA PLC $715.20万0.47%112,524 -1,934-1.7% -$12.29万 减仓
CSCO CISCO SYS INC $630.95万0.42%81,319 -174,496-68.2% -$1,353.91万 减仓
RTX RTX CORPORATION $616.45万0.41%31,957 -57,515-64.3% -$1,109.46万 减仓
BX BLACKSTONE INC $595.89万0.40%51,821 -16,262-23.9% -$187.00万 减仓
LMT LOCKHEED MARTIN CORP $561.48万0.37%9,290 -233-2.4% -$14.08万 减仓
ORCL ORACLE CORP $551.04万0.37%37,458 -23,385-38.4% -$344.02万 减仓
TJX TJX COS INC NEW $545.95万0.36%34,186 -101-0.3% -$1.61万 减仓
ABBV ABBVIE INC $540.01万0.36%24,829 -38,833-61.0% -$844.58万 减仓
UNP UNION PAC CORP $509.91万0.34%21,017 -107-0.5% -$2.60万 减仓
EPD ENTERPRISE PRODS PARTNERS L $508.69万0.34%134,431 -300-0.2% -$1.14万 减仓
ECL ECOLAB INC $506.93万0.34%19,056 460.2% $1.22万 加仓
SYRE SPYRE THERAPEUTICS INC $501.68万0.33%99,460 -4,258-4.1% -$21.48万 减仓
GH GUARDANT HEALTH INC $500.46万0.33%54,180 -4,387-7.5% -$40.52万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $497.15万0.33%8,384 78410.3% $46.49万 加仓
TVTX TRAVERE THERAPEUTICS INC $490.19万0.33%164,990 -3,426-2.0% -$10.18万 减仓
NUE NUCOR CORP $475.17万0.32%28,100 -93-0.3% -$1.57万 减仓
HCA HCA HEALTHCARE INC $473.86万0.31%10,013 -232-2.3% -$10.98万 减仓
MIRM MIRUM PHARMACEUTICALS INC $470.32万0.31%50,911 -2,177-4.1% -$20.11万 减仓
VIOO VANGUARD ADMIRAL FDS INC $458.43万0.30%39,922 00.0% — 不变
— KALVISTA PHARMACEUTICALS INC $456.93万0.30%226,991 -9,699-4.1% -$19.52万 减仓
WMT WALMART INC $452.75万0.30%36,430 -60,730-62.5% -$754.75万 减仓
NKTR NEKTAR THERAPEUTICS $439.64万0.29%61,104 2,9815.1% $21.45万 加仓
— RBB FD INC $437.94万0.29%87,437 -6,891-7.3% -$34.51万 减仓
BBIO BRIDGEBIO PHARMA INC $405.45万0.27%54,599 3,4276.7% $25.45万 加仓
TMDX TRANSMEDICS GROUP INC $398.49万0.26%40,086 -25,453-38.8% -$253.03万 减仓
NEE NEXTERA ENERGY INC $394.48万0.26%42,472 -105-0.2% -$9,752 减仓
TXN TEXAS INSTRS INC $372.36万0.25%19,180 -6,963-26.6% -$135.18万 减仓
SVRA SAVARA INC $355.46万0.24%651,024 -27,789-4.1% -$15.17万 减仓
HYTR NORTHERN LTS FD TR III $353.82万0.23%166,190 166,190— $353.82万 新建仓
— RBB FD INC $353.36万0.23%72,381 53,724288.0% $262.28万 加仓
BLK BLACKROCK INC $325.19万0.22%3,381 -871-20.5% -$83.77万 减仓
— RBB FD INC $318.74万0.21%63,646 -128,773-66.9% -$644.89万 减仓
MS MORGAN STANLEY $316.01万0.21%19,202 -64,994-77.2% -$1,069.61万 减仓
VTWO VANGUARD SCOTTSDALE FDS $314.24万0.21%31,371 2,5468.8% $25.50万 加仓
SYK STRYKER CORPORATION $307.03万0.20%9,344 3293.6% $10.81万 加仓
PNC PNC FINL SVCS GROUP INC $286.14万0.19%13,751 -32,611-70.3% -$678.60万 减仓
TRVI TREVI THERAPEUTICS INC $276.30万0.18%231,602 -9,881-4.1% -$11.79万 减仓
AGG ISHARES TR $269.71万0.18%27,169 -146,231-84.3% -$1,451.64万 减仓
PG --- $261.99万0.17%18,137 -53,691-74.7% -$775.57万 减仓
ICUI ICU MED INC $261.73万0.17%20,266 -26,253-56.4% -$339.06万 减仓
IBM INTERNATIONAL BUSINESS MACHS $251.33万0.17%10,369 -42,612-80.4% -$1,032.87万 减仓
SYY SYSCO CORP $246.57万0.16%34,567 -147-0.4% -$1.05万 减仓
MDT MEDTRONIC PLC $237.48万0.16%27,407 -68,954-71.6% -$597.49万 减仓
BAC BANK AMERICA CORP $236.51万0.16%48,515 -37,402-43.5% -$182.33万 减仓
GOOG ALPHABET INC $228.54万0.15%7,967 -3,983-33.3% -$114.26万 减仓
HIG HARTFORD INSURANCE GROUP INC $224.63万0.15%16,611 -55,062-76.8% -$744.60万 减仓
AXSM AXSOME THERAPEUTICS INC $224.26万0.15%13,268 -27,864-67.7% -$470.96万 减仓
TSLA TESLA INC $223.16万0.15%6,003 -22,773-79.1% -$846.59万 减仓
XBIL RBB FD INC $221.72万0.15%44,315 -102,425-69.8% -$512.46万 减仓