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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$54.55万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -9,248 | -100.0% | -$54.21万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -3,764 | -100.0% | -$54.16万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -2,626 | -100.0% | -$53.97万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -699 | -100.0% | -$53.95万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,876 | -100.0% | -$53.89万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -7,040 | -100.0% | -$53.57万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$53.32万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -399 | -100.0% | -$53.06万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -7,728 | -100.0% | -$52.64万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -8,886 | -100.0% | -$52.53万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,558 | -100.0% | -$52.42万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -6,580 | -100.0% | -$52.13万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -11,711 | -100.0% | -$51.73万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -4,321 | -100.0% | -$51.71万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,314 | -100.0% | -$51.66万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$51.61万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -908 | -100.0% | -$51.57万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -4,562 | -100.0% | -$51.27万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,261 | -100.0% | -$51.13万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,218 | -100.0% | -$51.12万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -3,761 | -100.0% | -$51.04万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,991 | -100.0% | -$50.98万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -3,141 | -100.0% | -$50.89万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -2,494 | -100.0% | -$50.59万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -16,183 | -100.0% | -$50.51万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$50.47万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,705 | -100.0% | -$50.46万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -19,145 | -100.0% | -$50.29万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,282 | -100.0% | -$50.05万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -7,122 | -100.0% | -$49.94万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -22,016 | -100.0% | -$49.82万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -812 | -100.0% | -$49.69万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -11,394 | -100.0% | -$49.62万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -2,636 | -100.0% | -$49.58万 | 清仓 |
| TNK | TEEKAY TANKERS LTD | $0 | 0.00% | 0 | -9,265 | -100.0% | -$49.49万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -5,716 | -100.0% | -$49.43万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -16,365 | -100.0% | -$49.37万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -28,540 | -100.0% | -$49.23万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,819 | -100.0% | -$49.11万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -812 | -100.0% | -$49.11万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -3,618 | -100.0% | -$48.92万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -16,703 | -100.0% | -$48.89万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -5,623 | -100.0% | -$48.86万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -6,298 | -100.0% | -$48.81万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -883 | -100.0% | -$48.80万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,919 | -100.0% | -$48.65万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -2,441 | -100.0% | -$48.33万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,143 | -100.0% | -$48.31万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -25,162 | -100.0% | -$48.29万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -10,818 | -100.0% | -$48.20万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -3,006 | -100.0% | -$48.13万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,142 | -100.0% | -$48.12万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -10,343 | -100.0% | -$48.09万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -2,025 | -100.0% | -$48.07万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6,321 | -100.0% | -$47.98万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -1,657 | -100.0% | -$47.87万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -5,338 | -100.0% | -$47.66万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -13,036 | -100.0% | -$47.29万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$47.27万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -1,924 | -100.0% | -$47.07万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -504 | -100.0% | -$47.04万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -6,051 | -100.0% | -$46.83万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -692 | -100.0% | -$46.82万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,298 | -100.0% | -$46.69万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -18,035 | -100.0% | -$46.69万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -5,750 | -100.0% | -$46.59万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -216 | -100.0% | -$46.43万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,360 | -100.0% | -$46.24万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,916 | -100.0% | -$46.15万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -5,825 | -100.0% | -$46.03万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -1,011 | -100.0% | -$46.03万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,753 | -100.0% | -$46.01万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,656 | -100.0% | -$46.00万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -4,645 | -100.0% | -$45.88万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -13,309 | -100.0% | -$45.86万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,455 | -100.0% | -$45.81万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -6,253 | -100.0% | -$45.69万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -2,099 | -100.0% | -$45.63万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -3,199 | -100.0% | -$45.59万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -2,115 | -100.0% | -$45.48万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -2,522 | -100.0% | -$45.43万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -3,040 | -100.0% | -$45.30万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATI | ATI INC | $0 | 0.00% | 0 | -3,918 | -100.0% | -$44.96万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -3,914 | -100.0% | -$44.93万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2,801 | -100.0% | -$44.61万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,851 | -100.0% | -$44.59万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -2,410 | -100.0% | -$44.47万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -6,848 | -100.0% | -$44.46万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -8,393 | -100.0% | -$44.35万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,065 | -100.0% | -$44.34万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -2,271 | -100.0% | -$44.34万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -2,231 | -100.0% | -$44.33万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -2,603 | -100.0% | -$44.25万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -8,095 | -100.0% | -$44.19万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,824 | -100.0% | -$44.12万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -9,470 | -100.0% | -$43.64万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -17,012 | -100.0% | -$43.55万 | 清仓 |