Forum Private Client Group LLC
FISHERS IN · SEC CIK 0001910636
$3.36亿2026Q2 申报市值
86持仓数
65.5%前十大占比 · 第一大 10.9%
7 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAI 加仓+$268.89万
JCPB 加仓+$170.56万
VO 加仓+$151.96万
VCSH 加仓+$116.00万
DFAE 加仓+$95.72万
2026Q2 卖出最多 按季末市值估算
IXUS 减仓-$235.22万
IJH 减仓-$89.35万
BSV 减仓-$24.60万
VZ 清仓-$20.54万
IWL 减仓-$14.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,091 | -100.0% | -$20.54万 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.08万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $20.17万 | 0.06% | 1,058 | 1,058 | — | $20.17万 | 新建仓 |
| EFAV | ISHARES TR | $20.94万 | 0.06% | 2,387 | -234 | -8.9% | -$2.05万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.73万 | 0.06% | 3,050 | 3,050 | — | $21.73万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $23.00万 | 0.07% | 2,052 | 2,052 | — | $23.00万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.30万 | 0.07% | 683 | 683 | — | $23.30万 | 新建仓 |
| META | META PLATFORMS INC | $24.25万 | 0.07% | 431 | 9 | 2.1% | $5,064 | 加仓 |
| VTV | VANGUARD INDEX FDS | $24.60万 | 0.07% | 1,129 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $24.99万 | 0.07% | 4,117 | -388 | -8.6% | -$2.36万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $25.14万 | 0.07% | 1,714 | 80 | 4.9% | $1.17万 | 加仓 |
| IVW | ISHARES TR | $25.48万 | 0.08% | 1,853 | -527 | -22.1% | -$7.25万 | 减仓 |
| HD | HOME DEPOT INC | $25.80万 | 0.08% | 731 | -6 | -0.8% | -$2,118 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.13万 | 0.08% | 226 | 226 | — | $26.13万 | 新建仓 |
| CBZ | CBIZ INC | $26.37万 | 0.08% | 8,219 | 8,219 | — | $26.37万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.62万 | 0.08% | 542 | 5 | 0.9% | $2,456 | 加仓 |
| VTI | VANGUARD INDEX FDS | $26.71万 | 0.08% | 722 | 30 | 4.3% | $1.11万 | 加仓 |
| KR | KROGER CO | $27.86万 | 0.08% | 5,018 | 131 | 2.7% | $7,274 | 加仓 |
| BRO | BROWN & BROWN INC | $29.30万 | 0.09% | 4,567 | -12 | -0.3% | -$770 | 减仓 |
| VB | VANGUARD INDEX FDS | $29.72万 | 0.09% | 981 | -12 | -1.2% | -$3,636 | 减仓 |
| — | EXXON MOBIL CORP | $29.88万 | 0.09% | 2,186 | -123 | -5.3% | -$1.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.93万 | 0.09% | 1,179 | -1 | -0.1% | -$254 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $30.06万 | 0.09% | 3,919 | -17 | -0.4% | -$1,304 | 减仓 |
| IWM | ISHARES TR | $31.30万 | 0.09% | 1,042 | -80 | -7.1% | -$2.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.03万 | 0.10% | 5,534 | -659 | -10.6% | -$3.93万 | 减仓 |
| GOOGL | ALPHABET INC | $33.25万 | 0.10% | 930 | -33 | -3.4% | -$1.18万 | 减仓 |
| MUB | ISHARES TR | $35.96万 | 0.11% | 3,341 | 1 | 0.0% | $108 | 加仓 |
| SHY | ISHARES TR | $36.14万 | 0.11% | 4,401 | -40 | -0.9% | -$3,284 | 减仓 |
| IWD | ISHARES TR | $41.24万 | 0.12% | 1,701 | -26 | -1.5% | -$6,304 | 减仓 |
| EEM | ISHARES TR | $42.29万 | 0.13% | 6,182 | -46 | -0.7% | -$3,147 | 减仓 |
| CVS | CVS HEALTH CORP | $42.75万 | 0.13% | 4,133 | -79 | -1.9% | -$8,172 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.35万 | 0.13% | 13,671 | 3,129 | 29.7% | $9.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $44.72万 | 0.13% | 2,263 | 36 | 1.6% | $7,114 | 加仓 |
| CMI | CUMMINS INC | $46.80万 | 0.14% | 656 | 3 | 0.5% | $2,140 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $48.09万 | 0.14% | 8,532 | -50 | -0.6% | -$2,819 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.96万 | 0.15% | 669 | 35 | 5.5% | $2.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $50.44万 | 0.15% | 2,521 | -145 | -5.4% | -$2.90万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $50.51万 | 0.15% | 8,679 | 8,679 | — | $50.51万 | 新建仓 |
| AMZN | AMAZON COM INC | $50.77万 | 0.15% | 2,130 | 268 | 14.4% | $6.39万 | 加仓 |
| IWR | ISHARES TR | $52.11万 | 0.16% | 4,724 | -306 | -6.1% | -$3.38万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $57.66万 | 0.17% | 29,889 | -106 | -0.4% | -$2,045 | 减仓 |
| MSFT | MICROSOFT CORP | $59.51万 | 0.18% | 1,595 | 38 | 2.4% | $1.42万 | 加仓 |
| EFA | ISHARES TR | $60.77万 | 0.18% | 5,850 | -264 | -4.3% | -$2.74万 | 减仓 |
| IWL | ISHARES TR | $66.23万 | 0.20% | 3,581 | -768 | -17.7% | -$14.20万 | 减仓 |
| SNA | SNAP ON INC | $67.83万 | 0.20% | 1,686 | 11 | 0.7% | $4,426 | 加仓 |
| IGSB | ISHARES TR | $76.28万 | 0.23% | 14,555 | 1,043 | 7.7% | $5.47万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $76.94万 | 0.23% | 18,228 | 357 | 2.0% | $1.51万 | 加仓 |
| IJS | ISHARES TR | $85.09万 | 0.25% | 6,226 | -17 | -0.3% | -$2,323 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $88.17万 | 0.26% | 2,693 | 178 | 7.1% | $5.83万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $88.61万 | 0.26% | 17,250 | 38 | 0.2% | $1,952 | 加仓 |
| T | AT&T INC | $89.55万 | 0.27% | 43,262 | 14,141 | 48.6% | $29.27万 | 加仓 |
| AAPL | APPLE INC | $96.13万 | 0.29% | 3,322 | 1 | 0.0% | $289 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $99.17万 | 0.30% | 37,909 | -3,146 | -7.7% | -$8.23万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $105.78万 | 0.31% | 23,253 | -1,906 | -7.6% | -$8.67万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $109.95万 | 0.33% | 13,418 | -9 | -0.1% | -$737 | 减仓 |
| VOO | VANGUARD INDEX FDS | $111.99万 | 0.33% | 1,631 | 183 | 12.6% | $12.57万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $121.80万 | 0.36% | 24,044 | 456 | 1.9% | $2.31万 | 加仓 |
| IJR | ISHARES TR | $122.70万 | 0.37% | 8,273 | -185 | -2.2% | -$2.74万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $141.78万 | 0.42% | 12,560 | -324 | -2.5% | -$3.66万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $161.78万 | 0.48% | 19,574 | 1,772 | 10.0% | $14.65万 | 加仓 |
| USMV | ISHARES TR | $169.52万 | 0.50% | 17,574 | -785 | -4.3% | -$7.57万 | 减仓 |
| IWF | ISHARES TR | $174.11万 | 0.52% | 14,022 | -38 | -0.3% | -$4,718 | 减仓 |
| IVE | ISHARES TR | $190.34万 | 0.57% | 8,383 | 349 | 4.3% | $7.92万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $197.83万 | 0.59% | 38,273 | 2,446 | 6.8% | $12.64万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $207.24万 | 0.62% | 40,973 | 1,260 | 3.2% | $6.37万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $282.70万 | 0.84% | 36,285 | -3,158 | -8.0% | -$24.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $316.85万 | 0.94% | 43,162 | 20 | 0.0% | $1,468 | 加仓 |
| IJH | ISHARES TR | $317.81万 | 0.95% | 41,215 | -11,587 | -21.9% | -$89.35万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $409.73万 | 1.22% | 47,565 | -87 | -0.2% | -$7,494 | 减仓 |
| MGK | VANGUARD WORLD FD | $433.20万 | 1.29% | 49,277 | 1,307 | 2.7% | $11.49万 | 加仓 |
| AGG | ISHARES TR | $443.04万 | 1.32% | 44,761 | 2,303 | 5.4% | $22.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $569.38万 | 1.69% | 24,063 | 335 | 1.4% | $7.93万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $640.50万 | 1.91% | 221,089 | 9,742 | 4.6% | $28.22万 | 加仓 |
| LLY | ELI LILLY & CO | $668.95万 | 1.99% | 5,577 | 134 | 2.5% | $16.07万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $677.23万 | 2.02% | 85,693 | 14,678 | 20.7% | $116.00万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $868.32万 | 2.58% | 259,509 | 11,324 | 4.6% | $37.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $913.47万 | 2.72% | 188,617 | 7,746 | 4.3% | $37.51万 | 加仓 |
| IAGG | ISHARES TR | $940.60万 | 2.80% | 185,890 | 12,179 | 7.0% | $61.63万 | 加仓 |
| IXUS | ISHARES TR | $1,067.51万 | 3.18% | 111,851 | -24,646 | -18.1% | -$235.22万 | 减仓 |
| IVV | ISHARES TR | $1,313.99万 | 3.91% | 17,546 | 381 | 2.2% | $28.53万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,370.59万 | 4.08% | 340,859 | 23,806 | 7.5% | $95.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,622.27万 | 4.83% | 201,349 | 18,861 | 10.3% | $151.96万 | 加仓 |
| IUSB | ISHARES TR | $1,642.81万 | 4.89% | 355,971 | 9,497 | 2.7% | $43.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,454.70万 | 7.31% | 298,118 | 2,662 | 0.9% | $21.92万 | 加仓 |
| IWY | ISHARES TR | $2,638.88万 | 7.85% | 90,802 | 3,021 | 3.4% | $87.80万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,899.75万 | 8.63% | 702,969 | 65,186 | 10.2% | $268.89万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,355.50万 | 9.99% | 714,849 | 36,335 | 5.4% | $170.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,646.46万 | 10.85% | 230,745 | 4,992 | 2.2% | $78.89万 | 加仓 |