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 |
|---|---|---|---|---|---|---|---|---|
| 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 |