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 |
|---|---|---|---|---|---|---|---|---|
| SCZ | ISHARES TR | $71.80万 | 0.01% | 8,727 | -380 | -4.2% | -$3.13万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $71.97万 | 0.01% | 2,923 | -507 | -14.8% | -$12.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $72.65万 | 0.01% | 952 | 363 | 61.6% | $27.70万 | 加仓 |
| GLD | SPDR GOLD TR | $72.75万 | 0.01% | 1,975 | -45 | -2.2% | -$1.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $74.92万 | 0.01% | 8,536 | 92 | 1.1% | $8,075 | 加仓 |
| BAC | BANK OF AMER CORP | $76.45万 | 0.01% | 13,417 | -687 | -4.9% | -$3.91万 | 减仓 |
| PEP | PEPSICO INC | $76.54万 | 0.01% | 5,653 | 702 | 14.2% | $9.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $76.72万 | 0.01% | 22,670 | 11 | 0.0% | $372 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $77.07万 | 0.01% | 26,189 | 1,253 | 5.0% | $3.69万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $78.78万 | 0.01% | 8,832 | 175 | 2.0% | $1.56万 | 加仓 |
| IWV | ISHARES TR | $79.48万 | 0.01% | 1,864 | 4 | 0.2% | $1,706 | 加仓 |
| DIOD | DIODES INC | $79.73万 | 0.01% | 7,285 | -3,194 | -30.5% | -$34.96万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $79.79万 | 0.01% | 1,134 | 262 | 30.0% | $18.44万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $81.75万 | 0.01% | 12,057 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $82.06万 | 0.01% | 2,476 | 6 | 0.2% | $1,989 | 加仓 |
| ITOT | ISHARES TR | $82.10万 | 0.01% | 4,998 | 1,842 | 58.4% | $30.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.24万 | 0.01% | 13,945 | 162 | 1.2% | $9,670 | 加仓 |
| DIS | DISNEY WALT CO | $83.34万 | 0.01% | 8,659 | -606 | -6.5% | -$5.83万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $83.93万 | 0.01% | 7,808 | 101 | 1.3% | $1.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.94万 | 0.01% | 20,061 | 647 | 3.3% | $2.74万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $85.32万 | 0.01% | 7,772 | 290 | 3.9% | $3.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.67万 | 0.01% | 1,794 | 570 | 46.6% | $27.22万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $87.42万 | 0.01% | 30,186 | -316 | -1.0% | -$9,151 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $88.11万 | 0.01% | 9,137 | -1,150 | -11.2% | -$11.09万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $88.81万 | 0.01% | 5,597 | -203 | -3.5% | -$3.22万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $88.83万 | 0.01% | 27,784 | 112 | 0.4% | $3,581 | 加仓 |
| GILD | GILEAD SCIENCES INC | $89.05万 | 0.01% | 7,049 | 28 | 0.4% | $3,537 | 加仓 |
| GLW | CORNING INC | $90.94万 | 0.01% | 3,560 | 78 | 2.2% | $1.99万 | 加仓 |
| IWM | ISHARES TR | $92.67万 | 0.01% | 3,084 | -171 | -5.3% | -$5.14万 | 减仓 |
| PFE | PFIZER INC | $93.11万 | 0.01% | 38,668 | 2,590 | 7.2% | $6.24万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $93.70万 | 0.01% | 2,770 | 88 | 3.3% | $2.98万 | 加仓 |
| TXN | TEXAS INSTRS INC | $93.83万 | 0.01% | 3,148 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $94.57万 | 0.01% | 29,822 | -1,381 | -4.4% | -$4.38万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $95.75万 | 0.01% | 14,596 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $96.37万 | 0.01% | 3,063 | 32 | 1.1% | $1.01万 | 加仓 |
| T | AT&T INC | $97.27万 | 0.01% | 46,991 | -6,610 | -12.3% | -$13.68万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $99.80万 | 0.01% | 3,404 | 43 | 1.3% | $1.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $102.51万 | 0.01% | 6,736 | 12 | 0.2% | $1,826 | 加仓 |
| MO | ALTRIA GROUP INC | $103.71万 | 0.01% | 14,414 | 943 | 7.0% | $6.79万 | 加仓 |
| NFLX | NETFLIX INC. | $103.87万 | 0.01% | 14,547 | 2,813 | 24.0% | $20.08万 | 加仓 |
| CME | CME GROUP INC | $105.93万 | 0.01% | 4,797 | 52 | 1.1% | $1.15万 | 加仓 |
| FRMI | FERMI INC | $107.20万 | 0.01% | 117,031 | 117,031 | — | $107.20万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $108.01万 | 0.01% | 5,076 | -1,259 | -19.9% | -$26.79万 | 减仓 |
| ORCL | ORACLE CORP | $108.29万 | 0.01% | 7,390 | -2,063 | -21.8% | -$30.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $115.15万 | 0.01% | 41,570 | -155 | -0.4% | -$4,293 | 减仓 |
| KBE | SPDR SERIES TRUST | $116.36万 | 0.01% | 17,056 | -38 | -0.2% | -$2,592 | 减仓 |
| V | VISA INC | $121.68万 | 0.02% | 3,547 | 105 | 3.1% | $3.60万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $122.93万 | 0.02% | 28,812 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $125.50万 | 0.02% | 15,576 | 5,940 | 61.6% | $47.86万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $126.85万 | 0.02% | 13,146 | -523 | -3.8% | -$5.05万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $128.30万 | 0.02% | 6,395 | -114 | -1.8% | -$2.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $128.78万 | 0.02% | 5,909 | -1,887 | -24.2% | -$41.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $129.83万 | 0.02% | 7,177 | 357 | 5.2% | $6.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $134.22万 | 0.02% | 16,241 | 1,168 | 7.7% | $9.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.48万 | 0.02% | 4,782 | -107 | -2.2% | -$3.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $134.52万 | 0.02% | 5,685 | -855 | -13.1% | -$20.23万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $135.47万 | 0.02% | 9,368 | 131 | 1.4% | $1.89万 | 加仓 |
| VGT | VANGUARD WORLD FD | $137.99万 | 0.02% | 11,546 | -758 | -6.2% | -$9.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $139.65万 | 0.02% | 18,494 | -41 | -0.2% | -$3,096 | 减仓 |
| MRK | MERCK & CO INC | $140.06万 | 0.02% | 10,899 | 406 | 3.9% | $5.22万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $145.81万 | 0.02% | 1,511 | 10 | 0.7% | $9,650 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $146.92万 | 0.02% | 31,009 | -1,890 | -5.7% | -$8.95万 | 减仓 |
| CSCO | CISCO SYS INC | $147.87万 | 0.02% | 12,590 | 943 | 8.1% | $11.08万 | 加仓 |
| UNP | UNION PAC CORP | $148.17万 | 0.02% | 5,447 | 105 | 2.0% | $2.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $148.21万 | 0.02% | 14,504 | 20 | 0.1% | $2,044 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.02% | 2 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $151.70万 | 0.02% | 43,307 | -571 | -1.3% | -$2.00万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $151.81万 | 0.02% | 36,802 | 1 | 0.0% | $41 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $155.99万 | 0.02% | 42,436 | 200 | 0.5% | $7,352 | 加仓 |
| MS | MORGAN STANLEY | $156.14万 | 0.02% | 7,469 | -5,494 | -42.4% | -$114.85万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $163.61万 | 0.02% | 13,114 | -397 | -2.9% | -$4.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $167.76万 | 0.02% | 19,623 | 511 | 2.7% | $4.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $171.75万 | 0.02% | 14,721 | -124,415 | -89.4% | -$1,451.55万 | 减仓 |
| IVE | ISHARES TR | $174.52万 | 0.02% | 7,686 | -924 | -10.7% | -$20.98万 | 减仓 |
| KO | COCA COLA CO | $177.47万 | 0.02% | 21,837 | 305 | 1.4% | $2.48万 | 加仓 |
| ODC | OIL DRI CORP AMER | $184.49万 | 0.02% | 18,050 | 5,370 | 42.4% | $54.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $186.31万 | 0.02% | 5,417 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $198.61万 | 0.03% | 1,740 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $201.63万 | 0.03% | 2,789 | -147 | -5.0% | -$10.63万 | 减仓 |
| GEV | GE VERNOVA INC | $207.75万 | 0.03% | 1,769 | 54 | 3.1% | $6.34万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $210.16万 | 0.03% | 4,125 | 30 | 0.7% | $1.53万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $213.76万 | 0.03% | 41,354 | -27 | -0.1% | -$1,396 | 减仓 |
| CVX | CHEVRON CORPORATION | $226.59万 | 0.03% | 13,669 | -782 | -5.4% | -$12.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $230.04万 | 0.03% | 3,960 | 133 | 3.5% | $7.73万 | 加仓 |
| IWB | ISHARES TR | $233.50万 | 0.03% | 5,702 | -1,083 | -16.0% | -$44.35万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $234.60万 | 0.03% | 25,721 | 98 | 0.4% | $8,938 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $247.54万 | 0.03% | 20,923 | -980 | -4.5% | -$11.59万 | 减仓 |
| MCD | MCDONALDS CORP | $253.01万 | 0.03% | 9,360 | 21 | 0.2% | $5,676 | 加仓 |
| ALL | ALLSTATE CORP | $256.88万 | 0.03% | 10,796 | -565 | -5.0% | -$13.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $259.38万 | 0.03% | 17,688 | 4,373 | 32.8% | $64.13万 | 加仓 |
| IWD | ISHARES TR | $260.80万 | 0.03% | 10,758 | -360 | -3.2% | -$8.73万 | 减仓 |
| TSLA | TESLA INC | $263.93万 | 0.03% | 6,275 | 190 | 3.1% | $7.99万 | 加仓 |
| GE | GE AEROSPACE | $264.74万 | 0.03% | 7,084 | 790 | 12.6% | $29.52万 | 加仓 |
| MUB | ISHARES TR | $269.70万 | 0.03% | 25,061 | -391 | -1.5% | -$4.21万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $276.46万 | 0.04% | 26,828 | 49 | 0.2% | $5,049 | 加仓 |
| IVW | ISHARES TR | $305.34万 | 0.04% | 22,201 | -493 | -2.2% | -$6.78万 | 减仓 |
| SYY | SYSCO CORP | $308.10万 | 0.04% | 36,863 | 5 | 0.0% | $418 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $308.28万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $312.15万 | 0.04% | 22,355 | -144 | -0.6% | -$2.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $320.63万 | 0.04% | 12,625 | 768 | 6.5% | $19.50万 | 加仓 |