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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$80.67万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -46,252 | -100.0% | -$80.25万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -33,334 | -100.0% | -$80.07万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -10,321 | -100.0% | -$79.13万 | 清仓 |
| NMR | NOMURA HLDGS INC | $0 | 0.00% | 0 | -93,911 | -100.0% | -$78.79万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,991 | -100.0% | -$77.49万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -6,899 | -100.0% | -$76.14万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -26,880 | -100.0% | -$75.96万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -2,718 | -100.0% | -$75.81万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -5,478 | -100.0% | -$75.49万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -36,445 | -100.0% | -$75.22万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -6,724 | -100.0% | -$75.18万 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -5,781 | -100.0% | -$75.03万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -28,324 | -100.0% | -$74.15万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -17,767 | -100.0% | -$73.43万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -11,487 | -100.0% | -$73.19万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -11,101 | -100.0% | -$72.60万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -895 | -100.0% | -$72.43万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -4,503 | -100.0% | -$72.31万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,785 | -100.0% | -$72.07万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,039 | -100.0% | -$71.95万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -10,297 | -100.0% | -$71.83万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,463 | -100.0% | -$71.75万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -40,696 | -100.0% | -$71.22万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -2,837 | -100.0% | -$71.17万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -6,013 | -100.0% | -$70.51万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -3,297 | -100.0% | -$70.40万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -5,432 | -100.0% | -$70.08万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -10,703 | -100.0% | -$69.67万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -323 | -100.0% | -$69.39万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -22,679 | -100.0% | -$69.26万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -8,536 | -100.0% | -$68.93万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,582 | -100.0% | -$68.88万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -4,220 | -100.0% | -$68.83万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -16,730 | -100.0% | -$68.80万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -4,266 | -100.0% | -$68.59万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -3,320 | -100.0% | -$67.84万 | 清仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $0 | 0.00% | 0 | -9,182 | -100.0% | -$67.66万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -3,113 | -100.0% | -$67.57万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -7,749 | -100.0% | -$67.36万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -2,574 | -100.0% | -$67.24万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -6,825 | -100.0% | -$67.23万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -6,366 | -100.0% | -$67.04万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -12,464 | -100.0% | -$66.81万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -7,546 | -100.0% | -$66.56万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -13,496 | -100.0% | -$66.19万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -7,702 | -100.0% | -$65.66万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -24,658 | -100.0% | -$64.90万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -1,330 | -100.0% | -$64.80万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -6,668 | -100.0% | -$64.76万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -3,950 | -100.0% | -$64.51万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -27,229 | -100.0% | -$64.34万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -1,524 | -100.0% | -$64.31万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -2,801 | -100.0% | -$63.87万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -32,956 | -100.0% | -$63.80万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -2,478 | -100.0% | -$63.46万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,747 | -100.0% | -$63.16万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -15,911 | -100.0% | -$62.67万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -4,888 | -100.0% | -$62.46万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -28,642 | -100.0% | -$62.15万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,069 | -100.0% | -$62.08万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -16,924 | -100.0% | -$61.99万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -5,022 | -100.0% | -$61.78万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$61.72万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | -23,785 | -100.0% | -$61.70万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -2,910 | -100.0% | -$61.67万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,546 | -100.0% | -$61.48万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -5,990 | -100.0% | -$61.37万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -10,649 | -100.0% | -$61.22万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -11,392 | -100.0% | -$60.54万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,185 | -100.0% | -$60.52万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -2,989 | -100.0% | -$60.22万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -1,089 | -100.0% | -$60.03万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,260 | -100.0% | -$59.18万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -1,109 | -100.0% | -$59.09万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -21,037 | -100.0% | -$58.92万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -6,543 | -100.0% | -$58.83万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -7,345 | -100.0% | -$58.78万 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -6,483 | -100.0% | -$58.74万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$58.41万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -10,531 | -100.0% | -$58.14万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -2,028 | -100.0% | -$57.84万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -8,585 | -100.0% | -$57.06万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -3,158 | -100.0% | -$56.97万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$56.80万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -1,535 | -100.0% | -$56.73万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -6,480 | -100.0% | -$56.65万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,534 | -100.0% | -$56.39万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -5,489 | -100.0% | -$56.19万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -8,990 | -100.0% | -$56.17万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -8,748 | -100.0% | -$56.02万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -2,716 | -100.0% | -$56.01万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -2,714 | -100.0% | -$55.72万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$55.33万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -14,265 | -100.0% | -$55.16万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -10,187 | -100.0% | -$55.16万 | 清仓 |