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 |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -128 | -100.0% | -$43.51万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -4,989 | -100.0% | -$43.49万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -3,192 | -100.0% | -$43.47万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -6,883 | -100.0% | -$43.32万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -4,973 | -100.0% | -$43.32万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -1,376 | -100.0% | -$43.01万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -9,688 | -100.0% | -$42.98万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -1,926 | -100.0% | -$42.88万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -9,349 | -100.0% | -$42.67万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -2,132 | -100.0% | -$42.53万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -2,828 | -100.0% | -$42.49万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -5,080 | -100.0% | -$42.41万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -9,239 | -100.0% | -$42.40万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -9,348 | -100.0% | -$42.34万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -58 | -100.0% | -$42.30万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,187 | -100.0% | -$42.22万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,428 | -100.0% | -$42.15万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -9,341 | -100.0% | -$42.09万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -4,306 | -100.0% | -$42.09万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -2,285 | -100.0% | -$42.05万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -821 | -100.0% | -$41.94万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -248 | -100.0% | -$41.93万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -5,546 | -100.0% | -$41.77万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,068 | -100.0% | -$41.75万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -1,227 | -100.0% | -$41.64万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -6,690 | -100.0% | -$41.46万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -6,478 | -100.0% | -$41.28万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -16,981 | -100.0% | -$41.18万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -1,139 | -100.0% | -$41.01万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -2,417 | -100.0% | -$40.98万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,982 | -100.0% | -$40.92万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -6,151 | -100.0% | -$40.82万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -13,962 | -100.0% | -$40.80万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -1,451 | -100.0% | -$40.80万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -14,998 | -100.0% | -$40.78万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$40.74万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -1,342 | -100.0% | -$40.57万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -5,438 | -100.0% | -$40.48万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | -1,988 | -100.0% | -$40.45万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -3,929 | -100.0% | -$40.39万 | 清仓 |
| CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | -5,217 | -100.0% | -$40.35万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -4,279 | -100.0% | -$40.27万 | 清仓 |
| HSIC | HENRY SCHEIN INC | $0 | 0.00% | 0 | -5,292 | -100.0% | -$40.00万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $0 | 0.00% | 0 | -1,385 | -100.0% | -$39.93万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,337 | -100.0% | -$39.76万 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $0 | 0.00% | 0 | -2,509 | -100.0% | -$39.72万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -4,982 | -100.0% | -$39.68万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -2,314 | -100.0% | -$39.63万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -9,792 | -100.0% | -$39.58万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -2,652 | -100.0% | -$39.43万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -1,197 | -100.0% | -$39.33万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -3,756 | -100.0% | -$39.12万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,376 | -100.0% | -$38.98万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$38.98万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -1,414 | -100.0% | -$38.90万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -42,084 | -100.0% | -$38.80万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -3,802 | -100.0% | -$38.77万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -13,785 | -100.0% | -$38.53万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -4,389 | -100.0% | -$38.23万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -2,078 | -100.0% | -$37.87万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | -6,446 | -100.0% | -$37.73万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,807 | -100.0% | -$37.72万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -30,268 | -100.0% | -$37.68万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -5,139 | -100.0% | -$37.32万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$37.27万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -3,475 | -100.0% | -$37.21万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -2,323 | -100.0% | -$37.12万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -9,689 | -100.0% | -$37.07万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -15,493 | -100.0% | -$37.03万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,795 | -100.0% | -$37.02万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -8,445 | -100.0% | -$37.01万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -3,591 | -100.0% | -$36.98万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$36.93万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -9,405 | -100.0% | -$36.86万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -9,405 | -100.0% | -$36.82万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -364 | -100.0% | -$36.73万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -6,931 | -100.0% | -$36.71万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -603 | -100.0% | -$36.56万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -962 | -100.0% | -$36.54万 | 清仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -2,431 | -100.0% | -$36.48万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,248 | -100.0% | -$36.43万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$36.43万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -3,400 | -100.0% | -$36.41万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -15,101 | -100.0% | -$36.08万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -3,678 | -100.0% | -$35.97万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -5,299 | -100.0% | -$35.79万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,891 | -100.0% | -$35.75万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -5,226 | -100.0% | -$35.65万 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -5,134 | -100.0% | -$35.64万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -785 | -100.0% | -$35.64万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$35.45万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -617 | -100.0% | -$35.40万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,630 | -100.0% | -$35.36万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -390 | -100.0% | -$35.35万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -4,380 | -100.0% | -$35.26万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -2,804 | -100.0% | -$35.23万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -9,880 | -100.0% | -$35.08万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -7,862 | -100.0% | -$35.01万 | 清仓 |