Forum Financial Management, LP
LOMBARD IL · SEC CIK 0001911832
$77.87亿2026Q2 申报市值
352持仓数
84.0%前十大占比 · 第一大 24.3%
18 / 16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
TLH 加仓+$7,482.03万
DFGP 加仓+$1,455.81万
DFGR 加仓+$1,384.35万
DIMENSIONAL ETF 加仓+$1,179.52万
DFIC 加仓+$913.63万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$2,587.35万
PLTR 减仓-$1,451.55万
VTI 减仓-$1,248.89万
VGLT 减仓-$1,090.88万
ASML 重新持有-$536.35万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BITO | PROSHARES TR | $32.32万 | 0.00% | 40,496 | -1 | -0.0% | -$8 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.85万 | 0.00% | 3,922 | -4,154 | -51.4% | -$34.79万 | 减仓 |
| SCL | STEPAN CO | $32.85万 | 0.00% | 5,895 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $32.91万 | 0.00% | 2,011 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $32.93万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $33.13万 | 0.00% | 935 | -100 | -9.7% | -$3.54万 | 减仓 |
| IYW | ISHARES TR | $33.24万 | 0.00% | 1,318 | -238 | -15.3% | -$6.00万 | 减仓 |
| IWC | ISHARES TR | $33.32万 | 0.00% | 1,666 | 21 | 1.3% | $4,200 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $33.43万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $33.71万 | 0.00% | 3,893 | 0 | 0.0% | — | 不变 |
| SD | SANDRIDGE ENERGY INC | $34.25万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $34.37万 | 0.00% | 7,373 | -15 | -0.2% | -$699 | 减仓 |
| IJH | ISHARES TR | $34.42万 | 0.00% | 4,464 | -827 | -15.6% | -$6.38万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $34.89万 | 0.00% | 3,782 | 26 | 0.7% | $2,399 | 加仓 |
| ETN | EATON CORP PLC | $34.90万 | 0.00% | 819 | 79 | 10.7% | $3.37万 | 加仓 |
| IJR | ISHARES TR | $35.15万 | 0.00% | 2,370 | 4 | 0.2% | $593 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.31万 | 0.00% | 1,185 | -10,441 | -89.8% | -$311.11万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $35.36万 | 0.00% | 1,037 | -2,929 | -73.9% | -$99.88万 | 重新持有 |
| DLR | DIGITAL RLTY TR INC | $35.41万 | 0.00% | 1,972 | -20 | -1.0% | -$3,592 | 减仓 |
| CRM | SALESFORCE INC | $35.86万 | 0.00% | 2,289 | -247 | -9.7% | -$3.87万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $36.01万 | 0.00% | 9,286 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $36.04万 | 0.00% | 4,795 | -107 | -2.2% | -$8,043 | 减仓 |
| SPYI | NEOS ETF TRUST | $36.52万 | 0.00% | 6,880 | 281 | 4.3% | $1.49万 | 加仓 |
| NET | CLOUDFLARE INC | $36.74万 | 0.00% | 1,498 | 50 | 3.5% | $1.23万 | 加仓 |
| WELL | WELLTOWER INC | $37.00万 | 0.00% | 1,630 | 132 | 8.8% | $3.00万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $37.25万 | 0.00% | 7,482 | 7,482 | — | $37.25万 | 新建仓 |
| VGUS | VANGUARD INSTL INDEX FD | $37.30万 | 0.00% | 4,930 | 4,930 | — | $37.30万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $37.31万 | 0.00% | 15,735 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $37.58万 | 0.00% | 4,081 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $37.88万 | 0.00% | 3,231 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $39.06万 | 0.01% | 3,421 | 310 | 10.0% | $3.54万 | 加仓 |
| TLTD | FLEXSHARES TR | $40.01万 | 0.01% | 4,079 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $40.67万 | 0.01% | 8,208 | 86 | 1.1% | $4,261 | 加仓 |
| BIIB | BIOGEN INC | $40.84万 | 0.01% | 1,890 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $40.94万 | 0.01% | 949 | -1,655 | -63.6% | -$71.39万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $41.68万 | 0.01% | 7,775 | -782 | -9.1% | -$4.19万 | 减仓 |
| LOW | LOWES COS INC | $41.94万 | 0.01% | 1,902 | 260 | 15.8% | $5.73万 | 加仓 |
| MCK | MCKESSON CORP | $42.31万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $42.42万 | 0.01% | 2,147 | -17 | -0.8% | -$3,359 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $43.04万 | 0.01% | 9,013 | -45 | -0.5% | -$2,149 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $43.25万 | 0.01% | 5,892 | -2,834 | -32.5% | -$20.80万 | 减仓 |
| ACWX | ISHARES TR | $43.57万 | 0.01% | 5,724 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $43.91万 | 0.01% | 2,779 | -286 | -9.3% | -$4.52万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $44.04万 | 0.01% | 1,334 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $44.08万 | 0.01% | 12,201 | -616 | -4.8% | -$2.23万 | 减仓 |
| BOXX | EA SERIES TRUST | $44.18万 | 0.01% | 3,773 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $44.87万 | 0.01% | 19,821 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $45.10万 | 0.01% | 2,668 | -45 | -1.7% | -$7,607 | 减仓 |
| RWR | SPDR SERIES TRUST | $45.55万 | 0.01% | 4,032 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $46.16万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $47.62万 | 0.01% | 1,571 | -57 | -3.5% | -$1.73万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $47.87万 | 0.01% | 1,970 | 898 | 83.8% | $21.82万 | 加仓 |
| TEM | TEMPUS AI INC | $48.16万 | 0.01% | 8,313 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $49.29万 | 0.01% | 8,807 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $49.66万 | 0.01% | 7,271 | 123 | 1.7% | $8,400 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $49.78万 | 0.01% | 6,056 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $50.04万 | 0.01% | 4,166 | 8 | 0.2% | $961 | 加仓 |
| ADBE | ADOBE INC | $50.11万 | 0.01% | 2,444 | 49 | 2.0% | $1.00万 | 加仓 |
| KKR | KKR & CO INC | $50.13万 | 0.01% | 5,462 | 0 | 0.0% | — | 不变 |
| CHMG | CHEMUNG FINL CORP | $50.29万 | 0.01% | 6,743 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $50.32万 | 0.01% | 6,567 | 6,567 | — | $50.32万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $50.47万 | 0.01% | 4,322 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.32万 | 0.01% | 15,415 | -283 | -1.8% | -$9,421 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $51.54万 | 0.01% | 2,075 | -55 | -2.6% | -$1.37万 | 减仓 |
| EFA | ISHARES TR | $52.89万 | 0.01% | 5,091 | 120 | 2.4% | $1.25万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $52.90万 | 0.01% | 10,500 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $53.08万 | 0.01% | 20,276 | 550 | 2.8% | $1.44万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $53.45万 | 0.01% | 2,885 | -50 | -1.7% | -$9,263 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $53.52万 | 0.01% | 3,410 | -54 | -1.6% | -$8,476 | 减仓 |
| DHR | DANAHER CORP DEL | $53.54万 | 0.01% | 2,811 | 125 | 4.7% | $2.38万 | 加仓 |
| FTNT | FORTINET INC | $53.58万 | 0.01% | 3,488 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.97万 | 0.01% | 1,323 | 20 | 1.5% | $8,311 | 加仓 |
| BX | BLACKSTONE INC | $55.49万 | 0.01% | 4,716 | -309 | -6.1% | -$3.64万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $55.84万 | 0.01% | 9,907 | -2,458 | -19.9% | -$13.86万 | 减仓 |
| ADI | ANALOG DEVICES INC | $55.88万 | 0.01% | 1,407 | -76 | -5.1% | -$3.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $55.92万 | 0.01% | 3,292 | -6,027 | -64.7% | -$102.39万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.69万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $57.77万 | 0.01% | 5,353 | 144 | 2.8% | $1.55万 | 加仓 |
| HSY | HERSHEY CO | $58.10万 | 0.01% | 3,311 | -78 | -2.3% | -$1.37万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.98万 | 0.01% | 1,129 | 1 | 0.1% | $522 | 加仓 |
| IEFA | ISHARES TR | $59.29万 | 0.01% | 6,139 | -375 | -5.8% | -$3.62万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.74万 | 0.01% | 2,667 | -657 | -19.8% | -$14.72万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $59.85万 | 0.01% | 4,728 | 132 | 2.9% | $1.67万 | 加仓 |
| BA | BOEING CO | $60.93万 | 0.01% | 2,815 | -179 | -6.0% | -$3.87万 | 减仓 |
| COP | CONOCOPHILLIPS | $61.10万 | 0.01% | 5,878 | 5 | 0.1% | $520 | 加仓 |
| PWR | QUANTA SVCS INC | $61.47万 | 0.01% | 854 | 13 | 1.5% | $9,358 | 加仓 |
| WTFC | WINTRUST FINL CORP | $61.48万 | 0.01% | 3,825 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $61.55万 | 0.01% | 15,300 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $62.40万 | 0.01% | 1,584 | 19 | 1.2% | $7,485 | 加仓 |
| WMB | WILLIAMS COS INC | $62.51万 | 0.01% | 8,409 | -3,137 | -27.2% | -$23.32万 | 减仓 |
| SO | SOUTHERN CO | $62.58万 | 0.01% | 6,538 | 286 | 4.6% | $2.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $63.07万 | 0.01% | 1,228 | 14 | 1.2% | $7,190 | 加仓 |
| TJX | TJX COS INC NEW | $64.41万 | 0.01% | 4,252 | -115 | -2.6% | -$1.74万 | 减仓 |
| C | CITIGROUP INC | $66.98万 | 0.01% | 4,785 | 134 | 2.9% | $1.88万 | 加仓 |
| IWR | ISHARES TR | $67.25万 | 0.01% | 6,096 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $68.94万 | 0.01% | 3,633 | -151 | -4.0% | -$2.87万 | 减仓 |
| MET | METLIFE INC | $70.48万 | 0.01% | 8,330 | 1,077 | 14.8% | $9.11万 | 加仓 |
| IWN | ISHARES TR | $71.08万 | 0.01% | 3,213 | 55 | 1.7% | $1.22万 | 加仓 |
| TRIN | TRINITY CAP INC | $71.56万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $71.73万 | 0.01% | 2,105 | -35 | -1.6% | -$1.19万 | 减仓 |