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 |
|---|---|---|---|---|---|---|---|---|
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,130 | -100.0% | -$22.91万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -4,546 | -100.0% | -$22.87万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -1,925 | -100.0% | -$22.85万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -2,423 | -100.0% | -$22.79万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -18,087 | -100.0% | -$22.77万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -4,975 | -100.0% | -$22.76万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -581 | -100.0% | -$22.73万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -1,982 | -100.0% | -$22.71万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,731 | -100.0% | -$22.70万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$22.69万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -3,107 | -100.0% | -$22.68万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -3,549 | -100.0% | -$22.60万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -2,892 | -100.0% | -$22.55万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -2,644 | -100.0% | -$22.45万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,736 | -100.0% | -$22.44万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -2,317 | -100.0% | -$22.42万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -2,261 | -100.0% | -$22.40万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -8,050 | -100.0% | -$22.36万 | 清仓 |
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -7,182 | -100.0% | -$22.35万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -5,247 | -100.0% | -$22.28万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -3,125 | -100.0% | -$22.24万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -5,423 | -100.0% | -$22.23万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,161 | -100.0% | -$22.19万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,538 | -100.0% | -$22.16万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -4,286 | -100.0% | -$22.15万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -3,297 | -100.0% | -$22.09万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -17,420 | -100.0% | -$22.07万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -4,622 | -100.0% | -$22.02万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -2,011 | -100.0% | -$21.98万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,832 | -100.0% | -$21.91万 | 清仓 |
| ASB | ASSOCIATED BANC CORP | $0 | 0.00% | 0 | -8,489 | -100.0% | -$21.87万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,317 | -100.0% | -$21.82万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -1,230 | -100.0% | -$21.71万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,323 | -100.0% | -$21.68万 | 清仓 |
| RDN | RADIAN GROUP INC | $0 | 0.00% | 0 | -5,998 | -100.0% | -$21.59万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -2,707 | -100.0% | -$21.57万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC | $0 | 0.00% | 0 | -3,417 | -100.0% | -$21.56万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -5,948 | -100.0% | -$21.40万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -5,557 | -100.0% | -$21.34万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,236 | -100.0% | -$21.33万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -510 | -100.0% | -$21.26万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -2,461 | -100.0% | -$21.20万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -4,995 | -100.0% | -$21.20万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -4,072 | -100.0% | -$21.16万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,325 | -100.0% | -$21.12万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -6,117 | -100.0% | -$21.08万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -23,209 | -100.0% | -$20.96万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,258 | -100.0% | -$20.95万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -5,367 | -100.0% | -$20.93万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -3,103 | -100.0% | -$20.91万 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -1,011 | -100.0% | -$20.90万 | 清仓 |
| NPO | ENPRO INC | $0 | 0.00% | 0 | -975 | -100.0% | -$20.88万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -3,409 | -100.0% | -$20.81万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -6,191 | -100.0% | -$20.76万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,296 | -100.0% | -$20.76万 | 清仓 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | -1,283 | -100.0% | -$20.72万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -5,375 | -100.0% | -$20.67万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -15,545 | -100.0% | -$20.64万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -2,554 | -100.0% | -$20.63万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -1,901 | -100.0% | -$20.62万 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -12,903 | -100.0% | -$20.62万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -5,721 | -100.0% | -$20.60万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -2,334 | -100.0% | -$20.58万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -1,932 | -100.0% | -$20.54万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -11,163 | -100.0% | -$20.54万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -1,835 | -100.0% | -$20.50万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -627 | -100.0% | -$20.47万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -2,031 | -100.0% | -$20.44万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | -3,903 | -100.0% | -$20.43万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,395 | -100.0% | -$20.38万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$20.26万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -2,817 | -100.0% | -$20.21万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -883 | -100.0% | -$20.20万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -2,798 | -100.0% | -$20.19万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -6,454 | -100.0% | -$20.17万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -23,764 | -100.0% | -$19.18万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -17,998 | -100.0% | -$19.02万 | 清仓 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -10,104 | -100.0% | -$18.62万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -17,778 | -100.0% | -$18.52万 | 清仓 |
| CIFR | CIPHER MINING INC | $0 | 0.00% | 0 | -11,819 | -100.0% | -$17.44万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -14,557 | -100.0% | -$17.00万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -10,085 | -100.0% | -$16.80万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -39,704 | -100.0% | -$16.40万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,743 | -100.0% | -$13.98万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -36,165 | -100.0% | -$13.89万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -34,039 | -100.0% | -$13.79万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,569 | -100.0% | -$13.65万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -17,657 | -100.0% | -$13.61万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -15,417 | -100.0% | -$12.26万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -10,405 | -100.0% | -$10.53万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -10,283 | -100.0% | -$7.87万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -18,259 | -100.0% | -$6.10万 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -10,220 | -100.0% | -$4.85万 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -10,561 | -100.0% | -$4.81万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -16,170 | -100.0% | -$4.07万 | 清仓 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -16,954 | -100.0% | -$3.34万 | 清仓 |
| — | PLUS THERAPEUTICS INC | $1,626 | 0.00% | 10,000 | 10,000 | — | $1,626 | 新建仓 |
| — | ROYALTY MGMT HLDG CORP | $4,940 | 0.00% | 20,000 | 20,000 | — | $4,940 | 新建仓 |
| DGXX | DIGI PWR X INC | $2.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |