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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $49.11万 | 0.01% | 1,565 | 3 | 0.2% | $941 | 加仓 |
| MCK | MCKESSON CORP | $48.46万 | 0.01% | 560 | -919 | -62.1% | -$79.53万 | 减仓 |
| EFA | ISHARES TR | $48.28万 | 0.01% | 4,971 | -588 | -10.6% | -$5.71万 | 减仓 |
| PCAR | PACCAR INC | $48.02万 | 0.01% | 4,158 | -10,073 | -70.8% | -$116.34万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $47.91万 | 0.01% | 3,464 | 37 | 1.1% | $5,117 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $47.47万 | 0.01% | 2,935 | 2,935 | — | $47.47万 | 新建仓 |
| GLW | CORNING INC | $47.34万 | 0.01% | 3,482 | -13,554 | -79.6% | -$184.29万 | 减仓 |
| CRM | SALESFORCE INC | $47.34万 | 0.01% | 2,536 | -5,951 | -70.1% | -$111.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $47.18万 | 0.01% | 1,483 | -4,600 | -75.6% | -$146.35万 | 减仓 |
| PWR | QUANTA SVCS INC | $46.16万 | 0.01% | 841 | -1,945 | -69.8% | -$106.75万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $45.39万 | 0.01% | 3,065 | 164 | 5.7% | $2.43万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $44.95万 | 0.01% | 19,821 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $44.95万 | 0.01% | 3,156 | 205 | 6.9% | $2.92万 | 加仓 |
| D | DOMINION ENERGY INC | $44.19万 | 0.01% | 7,148 | 423 | 6.3% | $2.62万 | 加仓 |
| BOXX | EA SERIES TRUST | $43.88万 | 0.01% | 3,773 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $43.37万 | 0.01% | 9,058 | -1,928 | -17.5% | -$9.23万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $42.91万 | 0.01% | 6,056 | -3,511 | -36.7% | -$24.88万 | 减仓 |
| VB | VANGUARD INDEX FDS | $42.64万 | 0.01% | 1,628 | 444 | 37.5% | $11.63万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $42.25万 | 0.01% | 8,557 | 8,557 | — | $42.25万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.37万 | 0.01% | 1,224 | -121 | -9.0% | -$4.09万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $40.78万 | 0.01% | 30,120 | -1,752 | -5.5% | -$2.37万 | 减仓 |
| SD | SANDRIDGE ENERGY INC | $40.77万 | 0.01% | 25,000 | -3,591 | -12.6% | -$5.86万 | 减仓 |
| RWR | SPDR SERIES TRUST | $40.71万 | 0.01% | 4,032 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $40.20万 | 0.01% | 8,122 | 8,122 | — | $40.20万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $39.87万 | 0.01% | 2,164 | 21 | 1.0% | $3,869 | 加仓 |
| ACWX | ISHARES TR | $39.19万 | 0.01% | 5,724 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $38.91万 | 0.01% | 1,334 | -3,302 | -71.2% | -$96.31万 | 减仓 |
| LOW | LOWES COS INC | $38.80万 | 0.01% | 1,642 | -3,132 | -65.6% | -$74.00万 | 减仓 |
| TLTD | FLEXSHARES TR | $38.34万 | 0.01% | 4,079 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $37.70万 | 0.01% | 40,497 | 40,497 | — | $37.70万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $37.67万 | 0.01% | 4,081 | -5,571 | -57.7% | -$51.43万 | 减仓 |
| TEM | TEMPUS AI INC | $37.59万 | 0.01% | 8,313 | -2,570 | -23.6% | -$11.62万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $37.28万 | 0.01% | 15,735 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $37.27万 | 0.01% | 12,817 | 2,773 | 27.6% | $8.06万 | 加仓 |
| SHOP | SHOPIFY INC | $36.90万 | 0.01% | 3,111 | -4,729 | -60.3% | -$56.10万 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $36.29万 | 0.01% | 6,743 | -206 | -3.0% | -$1.11万 | 减仓 |
| EXC | EXELON CORP | $36.21万 | 0.01% | 7,388 | 1,292 | 21.2% | $6.33万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $35.89万 | 0.01% | 1,992 | -199 | -9.1% | -$3.59万 | 减仓 |
| IJH | ISHARES TR | $35.73万 | 0.01% | 5,291 | -5 | -0.1% | -$338 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $35.68万 | 0.01% | 3,893 | -1,031 | -20.9% | -$9.45万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $35.53万 | 0.01% | 1,035 | -1,848 | -64.1% | -$63.44万 | 减仓 |
| AFL | AFLAC INC | $35.45万 | 0.01% | 3,231 | -7,488 | -69.9% | -$82.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $35.30万 | 0.00% | 3,756 | -17,041 | -81.9% | -$160.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.27万 | 0.00% | 1,303 | -5,937 | -82.0% | -$160.69万 | 减仓 |
| BIIB | BIOGEN INC | $34.65万 | 0.00% | 1,890 | -3,997 | -67.9% | -$73.28万 | 减仓 |
| IEUR | ISHARES TR | $34.45万 | 0.00% | 4,902 | -19 | -0.4% | -$1,335 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $33.61万 | 0.00% | 571 | -799 | -58.3% | -$47.04万 | 减仓 |
| MELI | MERCADOLIBRE INC | $33.54万 | 0.00% | 194 | -4 | -2.0% | -$6,916 | 减仓 |
| RBRK | RUBRIK INC. | $33.52万 | 0.00% | 6,846 | 6,846 | — | $33.52万 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $33.26万 | 0.00% | 9,286 | -1,500 | -13.9% | -$5.37万 | 减仓 |
| BP | BP PLC | $33.10万 | 0.00% | 7,043 | -19,319 | -73.3% | -$90.80万 | 减仓 |
| SPYI | NEOS ETF TRUST | $32.58万 | 0.00% | 6,599 | 602 | 10.0% | $2.97万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $32.26万 | 0.00% | 8,807 | 8,807 | — | $32.26万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $31.86万 | 0.00% | 1,123 | -2,716 | -70.7% | -$77.05万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.13万 | 0.00% | 971 | -1,030 | -51.5% | -$33.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $31.09万 | 0.00% | 1,568 | -3,659 | -70.0% | -$72.55万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.38万 | 0.00% | 5,360 | 869 | 19.3% | $4.93万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $29.94万 | 0.00% | 4,001 | -788 | -16.5% | -$5.90万 | 减仓 |
| NET | CLOUDFLARE INC | $29.88万 | 0.00% | 1,448 | -2,774 | -65.7% | -$57.24万 | 减仓 |
| WELL | WELLTOWER INC | $29.62万 | 0.00% | 1,498 | -58 | -3.7% | -$1.15万 | 减仓 |
| SCL | STEPAN CO | $29.46万 | 0.00% | 5,895 | -360 | -5.8% | -$1.80万 | 减仓 |
| IJR | ISHARES TR | $29.41万 | 0.00% | 2,366 | -939 | -28.4% | -$11.67万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.95万 | 0.00% | 8,169 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $28.90万 | 0.00% | 2,256 | 565 | 33.4% | $7.24万 | 加仓 |
| FTNT | FORTINET INC | $28.50万 | 0.00% | 3,488 | -4,990 | -58.9% | -$40.78万 | 减仓 |
| ESGU | ISHARES TR | $28.44万 | 0.00% | 2,011 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $28.23万 | 0.00% | 1,556 | 460 | 42.0% | $8.35万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.73万 | 0.00% | 9,092 | 1,266 | 16.2% | $3.86万 | 加仓 |
| QQQI | NEOS ETF TRUST | $27.62万 | 0.00% | 5,558 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $27.07万 | 0.00% | 546 | -4,590 | -89.4% | -$227.55万 | 减仓 |
| ETN | EATON CORP PLC | $26.47万 | 0.00% | 740 | -3,983 | -84.3% | -$142.46万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $26.38万 | 0.00% | 2,103 | -131 | -5.9% | -$1.64万 | 减仓 |
| IWC | ISHARES TR | $26.26万 | 0.00% | 1,645 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $26.25万 | 0.00% | 2,813 | -4,637 | -62.2% | -$43.27万 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.13万 | 0.00% | 1,137 | -2,095 | -64.8% | -$48.15万 | 减仓 |
| DGRO | ISHARES TR | $25.80万 | 0.00% | 3,676 | 629 | 20.6% | $4.41万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.78万 | 0.00% | 11,104 | 1,867 | 20.2% | $4.34万 | 加仓 |
| MPC | MARATHON PETE CORP | $25.64万 | 0.00% | 1,050 | -6,168 | -85.5% | -$150.61万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $25.43万 | 0.00% | 988 | 8 | 0.8% | $2,059 | 加仓 |
| ARM | ARM HOLDINGS PLC | $25.38万 | 0.00% | 1,678 | 1,678 | — | $25.38万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.10万 | 0.00% | 1,915 | 1,915 | — | $25.10万 | 新建仓 |
| — | VIRNETX HLDG CORP | $24.44万 | 0.00% | 17,321 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $24.44万 | 0.00% | 4,303 | 4,303 | — | $24.44万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.30万 | 0.00% | 4,489 | 4,489 | — | $24.30万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $24.07万 | 0.00% | 5,321 | -11,707 | -68.8% | -$52.95万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $24.06万 | 0.00% | 501 | -580 | -53.7% | -$27.85万 | 减仓 |
| IEMG | ISHARES INC | $23.88万 | 0.00% | 3,423 | -768 | -18.3% | -$5.36万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.30万 | 0.00% | 1,072 | 8 | 0.8% | $1,738 | 加仓 |
| SYK | STRYKER CORPORATION | $23.15万 | 0.00% | 705 | -3,247 | -82.2% | -$106.62万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.00万 | 0.00% | 589 | -1,121 | -65.6% | -$43.77万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $22.94万 | 0.00% | 7,411 | 15 | 0.2% | $464 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $22.72万 | 0.00% | 3,079 | 3,079 | — | $22.72万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.61万 | 0.00% | 3,177 | -4,597 | -59.1% | -$32.72万 | 减仓 |
| KLAC | KLA CORP | $22.53万 | 0.00% | 153 | -727 | -82.6% | -$107.04万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.30万 | 0.00% | 4,017 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $22.07万 | 0.00% | 2,547 | -19,433 | -88.4% | -$168.39万 | 减仓 |
| BLK | BLACKROCK INC | $21.64万 | 0.00% | 225 | -1,418 | -86.3% | -$136.37万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.59万 | 0.00% | 8,850 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $21.49万 | 0.00% | 4,573 | 4,573 | — | $21.49万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.45万 | 0.00% | 621 | -3,618 | -85.4% | -$124.95万 | 减仓 |