Forum Financial Management, LP
LOMBARD IL · SEC CIK 0001911832
$70.68亿2026Q1 申报市值
331持仓数
83.3%前十大占比 · 第一大 23.3%
16 / 678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
DIMENSIONAL ETF 加仓+$4,896.14万
TLH 加仓+$4,382.73万
DFGR 加仓+$2,346.91万
DIMENSIONAL ETF 加仓+$1,624.67万
DFGP 加仓+$1,508.55万
2026Q1 卖出最多 按季末市值估算
DFEM 减仓-$4,080.65万
DFIS 减仓-$3,747.40万
NVDA 减仓-$1,878.99万
AAPL 减仓-$1,743.92万
MSFT 减仓-$1,669.29万
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 |
|---|---|---|---|---|---|---|---|---|
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1,368.68万 | 0.19% | 1,324,959 | 14,589 | 1.1% | $15.07万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $1,587.00万 | 0.22% | 374,559 | -20,730 | -5.2% | -$87.83万 | 减仓 |
| BSVO | EA SERIES TRUST | $1,638.54万 | 0.23% | 645,859 | -10,493 | -1.6% | -$26.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,771.27万 | 0.25% | 47,850 | -45,095 | -48.5% | -$1,669.29万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,847.33万 | 0.26% | 449,583 | 9,930 | 2.3% | $40.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,848.40万 | 0.26% | 57,617 | -440 | -0.8% | -$14.12万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,988.39万 | 0.28% | 376,732 | -6,125 | -1.6% | -$32.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,035.28万 | 0.29% | 139,136 | -14,619 | -9.5% | -$213.85万 | 减仓 |
| GOOGL | ALPHABET INC | $2,744.35万 | 0.39% | 95,436 | -45,600 | -32.3% | -$1,311.27万 | 减仓 |
| GOOG | ALPHABET INC | $3,153.34万 | 0.45% | 109,926 | -39,784 | -26.6% | -$1,141.24万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,585.52万 | 0.51% | 1,055,497 | -37,539 | -3.4% | -$127.52万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $4,960.97万 | 0.70% | 896,211 | 153,201 | 20.6% | $848.04万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,687.23万 | 0.80% | 1,173,592 | -17,349 | -1.5% | -$84.07万 | 减仓 |
| HYD | VANECK ETF TRUST | $6,385.54万 | 0.90% | 1,273,542 | 21,471 | 1.7% | $107.66万 | 加仓 |
| AAPL | APPLE INC | $6,524.26万 | 0.92% | 257,073 | -68,715 | -21.1% | -$1,743.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $6,584.77万 | 0.93% | 1,319,857 | 18,686 | 1.4% | $93.22万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $8,305.94万 | 1.18% | 1,171,335 | -25,580 | -2.1% | -$181.39万 | 减仓 |
| AMGN | AMGEN INC | $1.22亿 | 1.73% | 347,970 | -2,792 | -0.8% | -$98.24万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2.02亿 | 2.85% | 6,257,568 | -12,272 | -0.2% | -$39.54万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2.21亿 | 3.13% | 5,605,360 | -216,294 | -3.7% | -$853.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.11亿 | 4.40% | 8,459,674 | 441,967 | 5.5% | $1,624.67万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3.53亿 | 5.00% | 6,540,363 | 279,412 | 4.5% | $1,508.55万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $4.66亿 | 6.59% | 17,521,862 | 882,960 | 5.3% | $2,346.91万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $5.67亿 | 8.02% | 16,404,290 | -1,181,084 | -6.7% | -$4,080.65万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5.76亿 | 8.15% | 16,222,174 | -313,991 | -1.9% | -$1,115.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6.46亿 | 9.14% | 10,349,578 | 142,102 | 1.4% | $887.43万 | 加仓 |
| TLH | ISHARES TR | $9.00亿 | 12.73% | 8,935,374 | 435,140 | 5.1% | $4,382.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $16.45亿 | 23.27% | 42,328,643 | 1,259,943 | 3.1% | $4,896.14万 | 加仓 |