Forum Private Client Group LLC
FISHERS IN · SEC CIK 0001910636
$3.00亿2026Q1 申报市值
80持仓数
65.3%前十大占比 · 第一大 11.1%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAI 加仓+$243.53万
JCPB 加仓+$174.90万
SPIB 加仓+$149.95万
VO 加仓+$133.44万
IWY 加仓+$106.50万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$158.13万
IJH 减仓-$54.32万
BSV 减仓-$48.58万
PRF 清仓-$26.50万
VIG 减仓-$23.96万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,647 | -100.0% | -$26.50万 | 清仓 |
| IHAK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -8,585 | -100.0% | -$20.76万 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.08万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.54万 | 0.07% | 4,091 | 4,091 | — | $20.54万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.15万 | 0.07% | 1,129 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $22.21万 | 0.07% | 692 | 6 | 0.9% | $1,926 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.38万 | 0.07% | 537 | 3 | 0.6% | $1,250 | 加仓 |
| PG | PROCTER &GAMBLE CO | $23.61万 | 0.08% | 1,634 | -6 | -0.4% | -$867 | 减仓 |
| EFAV | ISHARES TR | $23.95万 | 0.08% | 2,621 | -1,337 | -33.8% | -$12.22万 | 减仓 |
| META | META PLATFORMS INC | $24.17万 | 0.08% | 422 | 422 | — | $24.17万 | 新建仓 |
| HD | HOME DEPOT INC | $24.25万 | 0.08% | 737 | -2 | -0.3% | -$658 | 减仓 |
| VB | VANGUARD INDEX FDS | $26.00万 | 0.09% | 993 | -242 | -19.6% | -$6.34万 | 减仓 |
| IVW | ISHARES TR | $26.92万 | 0.09% | 2,380 | -684 | -22.3% | -$7.74万 | 减仓 |
| GOOGL | ALPHABET INC | $27.70万 | 0.09% | 963 | 200 | 26.2% | $5.75万 | 加仓 |
| IWM | ISHARES TR | $27.82万 | 0.09% | 1,122 | 6 | 0.5% | $1,488 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $28.85万 | 0.10% | 1,180 | 8 | 0.7% | $1,956 | 加仓 |
| BRO | BROWN &BROWN INC | $29.86万 | 0.10% | 4,579 | -29 | -0.6% | -$1,891 | 减仓 |
| CVS | CVS HEALTH CORP | $30.25万 | 0.10% | 4,212 | -43 | -1.0% | -$3,088 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $30.38万 | 0.10% | 3,936 | 581 | 17.3% | $4.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $32.34万 | 0.11% | 10,542 | 2,435 | 30.0% | $7.47万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.47万 | 0.11% | 6,193 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $35.14万 | 0.12% | 653 | 1 | 0.2% | $538 | 加仓 |
| KR | KROGER CO | $35.36万 | 0.12% | 4,887 | -246 | -4.8% | -$1.78万 | 减仓 |
| EEM | ISHARES TR | $35.37万 | 0.12% | 6,228 | -80 | -1.3% | -$4,543 | 减仓 |
| MUB | ISHARES TR | $35.45万 | 0.12% | 3,340 | 1 | 0.0% | $106 | 加仓 |
| SHY | ISHARES TR | $36.67万 | 0.12% | 4,441 | -554 | -11.1% | -$4.57万 | 减仓 |
| IWD | ISHARES TR | $36.91万 | 0.12% | 1,727 | 20 | 1.2% | $4,274 | 加仓 |
| AMZN | AMAZON COM INC | $38.78万 | 0.13% | 1,862 | 213 | 12.9% | $4.44万 | 加仓 |
| — | EXXON MOBIL CORP | $39.17万 | 0.13% | 2,309 | 67 | 3.0% | $1.14万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $39.87万 | 0.13% | 8,582 | 9 | 0.1% | $418 | 加仓 |
| VOE | VANGUARD INDEX FDS | $41.04万 | 0.14% | 2,227 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.22万 | 0.14% | 634 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $46.49万 | 0.15% | 2,666 | 1,105 | 70.8% | $19.27万 | 加仓 |
| IWR | ISHARES TR | $48.90万 | 0.16% | 5,030 | -551 | -9.9% | -$5.36万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $56.99万 | 0.19% | 29,995 | -35 | -0.1% | -$665 | 减仓 |
| MSFT | MICROSOFT CORP | $57.63万 | 0.19% | 1,557 | 270 | 21.0% | $9.99万 | 加仓 |
| EFA | ISHARES TR | $59.39万 | 0.20% | 6,114 | -1 | -0.0% | -$97 | 减仓 |
| SNA | SNAP ON INC | $60.85万 | 0.20% | 1,675 | 11 | 0.7% | $3,996 | 加仓 |
| IWL | ISHARES TR | $69.79万 | 0.23% | 4,349 | -136 | -3.0% | -$2.18万 | 减仓 |
| IGSB | ISHARES TR | $71.02万 | 0.24% | 13,512 | -492 | -3.5% | -$2.59万 | 减仓 |
| IJS | ISHARES TR | $73.95万 | 0.25% | 6,243 | -796 | -11.3% | -$9.43万 | 减仓 |
| JPM | JPMORGAN CHASE &CO | $73.98万 | 0.25% | 2,515 | 158 | 6.7% | $4.65万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $75.45万 | 0.25% | 17,871 | 3,706 | 26.2% | $15.65万 | 加仓 |
| AAPL | APPLE INC | $84.30万 | 0.28% | 3,321 | 15 | 0.5% | $3,807 | 加仓 |
| T | AT&T INC | $84.42万 | 0.28% | 29,121 | -574 | -1.9% | -$1.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $86.54万 | 0.29% | 1,448 | -39 | -2.6% | -$2.33万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $87.19万 | 0.29% | 17,212 | 4,825 | 39.0% | $24.44万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $95.21万 | 0.32% | 13,427 | 639 | 5.0% | $4.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $97.20万 | 0.32% | 41,055 | -2,157 | -5.0% | -$5.11万 | 减仓 |
| IJR | ISHARES TR | $105.14万 | 0.35% | 8,458 | -693 | -7.6% | -$8.61万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $114.77万 | 0.38% | 25,159 | 2,195 | 9.6% | $10.01万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $117.92万 | 0.39% | 23,588 | 4,281 | 22.2% | $21.40万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $133.27万 | 0.44% | 12,884 | 1,717 | 15.4% | $17.76万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $147.31万 | 0.49% | 17,802 | -759 | -4.1% | -$6.28万 | 减仓 |
| IWF | ISHARES TR | $149.88万 | 0.50% | 3,515 | -78 | -2.2% | -$3.33万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $161.65万 | 0.54% | 35,827 | 4,160 | 13.1% | $18.77万 | 加仓 |
| IVE | ISHARES TR | $169.64万 | 0.57% | 8,034 | 862 | 12.0% | $18.20万 | 加仓 |
| USMV | ISHARES TR | $170.26万 | 0.57% | 18,359 | -1,478 | -7.5% | -$13.71万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $198.13万 | 0.66% | 39,713 | 4,772 | 13.7% | $23.81万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $309.27万 | 1.03% | 39,443 | -6,196 | -13.6% | -$48.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $317.75万 | 1.06% | 43,142 | -1,147 | -2.6% | -$8.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $346.91万 | 1.16% | 7,942 | -33 | -0.4% | -$1.44万 | 减仓 |
| MGK | VANGUARD WORLD FD | $352.77万 | 1.18% | 9,594 | -440 | -4.4% | -$16.18万 | 减仓 |
| IJH | ISHARES TR | $354.52万 | 1.18% | 52,802 | -8,091 | -13.3% | -$54.32万 | 减仓 |
| AGG | ISHARES TR | $421.77万 | 1.41% | 42,458 | -2,345 | -5.2% | -$23.29万 | 减仓 |
| LLY | ELI LILLY &CO | $500.63万 | 1.67% | 5,443 | -122 | -2.2% | -$11.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $510.29万 | 1.70% | 23,728 | -1,114 | -4.5% | -$23.96万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $561.83万 | 1.87% | 211,347 | 19,084 | 9.9% | $50.73万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $562.98万 | 1.88% | 71,015 | 6,388 | 9.9% | $50.64万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $830.82万 | 2.77% | 248,185 | 44,792 | 22.0% | $149.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $869.25万 | 2.90% | 180,871 | 6,293 | 3.6% | $30.24万 | 加仓 |
| IAGG | ISHARES TR | $869.56万 | 2.90% | 173,711 | 8,192 | 4.9% | $41.01万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,076.71万 | 3.59% | 317,053 | 19,443 | 6.5% | $66.03万 | 加仓 |
| IVV | ISHARES TR | $1,121.54万 | 3.74% | 17,165 | 77 | 0.5% | $5.03万 | 加仓 |
| IXUS | ISHARES TR | $1,176.21万 | 3.92% | 136,497 | -18,351 | -11.9% | -$158.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,312.85万 | 4.38% | 45,622 | 4,637 | 11.3% | $133.44万 | 加仓 |
| IUSB | ISHARES TR | $1,600.42万 | 5.33% | 346,474 | 9,995 | 3.0% | $46.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,101.90万 | 7.00% | 295,456 | 6,806 | 2.4% | $48.42万 | 加仓 |
| IWY | ISHARES TR | $2,186.29万 | 7.29% | 87,781 | 4,276 | 5.1% | $106.50万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,489.01万 | 8.29% | 637,783 | 62,403 | 10.8% | $243.53万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,197.16万 | 10.65% | 678,514 | 37,117 | 5.8% | $174.90万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,344.33万 | 11.15% | 225,753 | 3,915 | 1.8% | $58.00万 | 加仓 |