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 |
|---|---|---|---|---|---|---|---|---|
| LCID | LUCID GROUP INC | $21.26万 | 0.00% | 22,305 | -8,398 | -27.4% | -$8.00万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.23万 | 0.00% | 4,845 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $21.18万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $21.05万 | 0.00% | 1,217 | 1,217 | — | $21.05万 | 新建仓 |
| USB | US BANCORP | $21.04万 | 0.00% | 4,046 | -23,464 | -85.3% | -$122.04万 | 减仓 |
| — | BLAIZE HLDGS INC | $21.02万 | 0.00% | 115,488 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $20.67万 | 0.00% | 4,360 | -3,675 | -45.7% | -$17.42万 | 减仓 |
| CMI | CUMMINS INC | $20.33万 | 0.00% | 378 | -1,565 | -80.5% | -$84.19万 | 减仓 |
| — | SS INNOVATIONS INTERNATIONAL | $19.23万 | 0.00% | 38,469 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.55万 | 0.00% | 12,322 | -32,787 | -72.7% | -$49.35万 | 减仓 |
| VG | VENTURE GLOBAL INC | $15.81万 | 0.00% | 10,030 | 10 | 0.1% | $158 | 加仓 |
| RCAT | RED CAT HLDGS INC | $14.40万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $14.25万 | 0.00% | 17,719 | -177,330 | -90.9% | -$142.57万 | 减仓 |
| BTBT | BIT DIGITAL INC | $13.10万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $12.26万 | 0.00% | 12,058 | 0 | 0.0% | — | 不变 |
| — | MONROE CAP CORP | $12.11万 | 0.00% | 26,336 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $9.71万 | 0.00% | 11,531 | -3,387 | -22.7% | -$2.85万 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $9.24万 | 0.00% | 30,100 | -40 | -0.1% | -$123 | 减仓 |
| — | SPECTRAL AI INC | $8.89万 | 0.00% | 60,501 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $7.30万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $5.71万 | 0.00% | 11,000 | -1,035 | -8.6% | -$5,372 | 减仓 |
| — | STEREOTAXIS INC | $4.88万 | 0.00% | 26,518 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $4.24万 | 0.00% | 24,118 | -16,080 | -40.0% | -$2.83万 | 减仓 |
| PRME | PRIME MEDICINE INC | $3.48万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $3.21万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | FORTRESS BIOTECH INC | $2.79万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $2.27万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DGXX | DIGI PWR X INC | $2.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $2.03万 | 0.00% | 10,000 | 10,000 | — | $2.03万 | 新建仓 |
| — | ROYALTY MGMT HLDG CORP | $4,940 | 0.00% | 20,000 | 20,000 | — | $4,940 | 新建仓 |
| — | PLUS THERAPEUTICS INC | $1,626 | 0.00% | 10,000 | 10,000 | — | $1,626 | 新建仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -79,459 | -100.0% | -$519.82万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $0 | 0.00% | 0 | -322,044 | -100.0% | -$510.76万 | 清仓 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | -75,967 | -100.0% | -$458.61万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -18,378 | -100.0% | -$446.42万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -20,477 | -100.0% | -$438.33万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -4,790 | -100.0% | -$420.99万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -2,016 | -100.0% | -$418.93万 | 清仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $0 | 0.00% | 0 | -209,587 | -100.0% | -$405.13万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | -94,166 | -100.0% | -$363.10万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -25,365 | -100.0% | -$349.71万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -44,246 | -100.0% | -$348.08万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -69,279 | -100.0% | -$335.73万 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $0 | 0.00% | 0 | -326,980 | -100.0% | -$315.54万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -118,617 | -100.0% | -$303.66万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -254,344 | -100.0% | -$298.35万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -379,442 | -100.0% | -$277.75万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -56,356 | -100.0% | -$260.98万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -3,779 | -100.0% | -$254.66万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -34,432 | -100.0% | -$253.01万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD | $0 | 0.00% | 0 | -64,965 | -100.0% | -$219.91万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -18,183 | -100.0% | -$205.65万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -20,019 | -100.0% | -$199.89万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -65,650 | -100.0% | -$189.20万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -3,333 | -100.0% | -$174.18万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -2,971 | -100.0% | -$172.15万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -9,252 | -100.0% | -$170.11万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -20,295 | -100.0% | -$165.04万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -70,543 | -100.0% | -$164.44万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -102,334 | -100.0% | -$159.54万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -2,608 | -100.0% | -$147.71万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -28,571 | -100.0% | -$145.37万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -47,729 | -100.0% | -$142.66万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -6,786 | -100.0% | -$141.65万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -14,665 | -100.0% | -$139.83万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -4,821 | -100.0% | -$139.27万 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -49,021 | -100.0% | -$137.26万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -3,766 | -100.0% | -$132.03万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -5,787 | -100.0% | -$131.78万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -13,483 | -100.0% | -$127.01万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -42,418 | -100.0% | -$125.05万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -7,218 | -100.0% | -$123.56万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -48,199 | -100.0% | -$122.67万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -11,601 | -100.0% | -$121.82万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -1,345 | -100.0% | -$118.25万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -5,774 | -100.0% | -$117.24万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,342 | -100.0% | -$117.19万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -23,715 | -100.0% | -$116.70万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,758 | -100.0% | -$116.45万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -6,800 | -100.0% | -$115.93万 | 清仓 |
| E | ENI S P A | $0 | 0.00% | 0 | -30,556 | -100.0% | -$115.93万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,415 | -100.0% | -$109.50万 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -69,905 | -100.0% | -$108.98万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -5,607 | -100.0% | -$108.81万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -8,985 | -100.0% | -$107.60万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$107.38万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -27,572 | -100.0% | -$105.82万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -19,654 | -100.0% | -$105.80万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -12,287 | -100.0% | -$105.11万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -79,081 | -100.0% | -$103.75万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -7,655 | -100.0% | -$103.45万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -19,477 | -100.0% | -$98.92万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |