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 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -5,969 | -100.0% | -$96.67万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -181,796 | -100.0% | -$96.35万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -26,522 | -100.0% | -$96.14万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -5,817 | -100.0% | -$94.71万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -4,033 | -100.0% | -$94.32万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -4,117 | -100.0% | -$93.67万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -5,430 | -100.0% | -$93.54万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -17,152 | -100.0% | -$92.52万 | 清仓 |
| FLEX | FLEX LTD | $0 | 0.00% | 0 | -15,308 | -100.0% | -$92.49万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -7,398 | -100.0% | -$92.33万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -172 | -100.0% | -$92.11万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -4,815 | -100.0% | -$89.33万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -10,532 | -100.0% | -$87.87万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -13,076 | -100.0% | -$87.65万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -5,140 | -100.0% | -$87.10万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -4,685 | -100.0% | -$86.48万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -6,068 | -100.0% | -$86.31万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,619 | -100.0% | -$86.08万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -18,871 | -100.0% | -$85.94万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -6,260 | -100.0% | -$85.51万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -10,299 | -100.0% | -$85.48万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -15,073 | -100.0% | -$85.34万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -8,884 | -100.0% | -$85.22万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -6,414 | -100.0% | -$85.16万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -31,357 | -100.0% | -$84.98万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -14,453 | -100.0% | -$84.42万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -5,819 | -100.0% | -$83.81万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -21,732 | -100.0% | -$83.32万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -6,253 | -100.0% | -$82.99万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -10,390 | -100.0% | -$81.88万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,835 | -100.0% | -$81.68万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$80.67万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -46,252 | -100.0% | -$80.25万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -33,334 | -100.0% | -$80.07万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -10,321 | -100.0% | -$79.13万 | 清仓 |
| NMR | NOMURA HLDGS INC | $0 | 0.00% | 0 | -93,911 | -100.0% | -$78.79万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,991 | -100.0% | -$77.49万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -6,899 | -100.0% | -$76.14万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -26,880 | -100.0% | -$75.96万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -2,718 | -100.0% | -$75.81万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -5,478 | -100.0% | -$75.49万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -36,445 | -100.0% | -$75.22万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -6,724 | -100.0% | -$75.18万 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -5,781 | -100.0% | -$75.03万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -28,324 | -100.0% | -$74.15万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -17,767 | -100.0% | -$73.43万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -11,487 | -100.0% | -$73.19万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -11,101 | -100.0% | -$72.60万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -895 | -100.0% | -$72.43万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -4,503 | -100.0% | -$72.31万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,785 | -100.0% | -$72.07万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,039 | -100.0% | -$71.95万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -10,297 | -100.0% | -$71.83万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,463 | -100.0% | -$71.75万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -40,696 | -100.0% | -$71.22万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -2,837 | -100.0% | -$71.17万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -6,013 | -100.0% | -$70.51万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -3,297 | -100.0% | -$70.40万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -5,432 | -100.0% | -$70.08万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -10,703 | -100.0% | -$69.67万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -323 | -100.0% | -$69.39万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -22,679 | -100.0% | -$69.26万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -8,536 | -100.0% | -$68.93万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,582 | -100.0% | -$68.88万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -4,220 | -100.0% | -$68.83万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -16,730 | -100.0% | -$68.80万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -4,266 | -100.0% | -$68.59万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -3,320 | -100.0% | -$67.84万 | 清仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $0 | 0.00% | 0 | -9,182 | -100.0% | -$67.66万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -3,113 | -100.0% | -$67.57万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -7,749 | -100.0% | -$67.36万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -2,574 | -100.0% | -$67.24万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -6,825 | -100.0% | -$67.23万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -6,366 | -100.0% | -$67.04万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -12,464 | -100.0% | -$66.81万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -7,546 | -100.0% | -$66.56万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -13,496 | -100.0% | -$66.19万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -7,702 | -100.0% | -$65.66万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -24,658 | -100.0% | -$64.90万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -1,330 | -100.0% | -$64.80万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -6,668 | -100.0% | -$64.76万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -3,950 | -100.0% | -$64.51万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -27,229 | -100.0% | -$64.34万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -1,524 | -100.0% | -$64.31万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -2,801 | -100.0% | -$63.87万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -32,956 | -100.0% | -$63.80万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -2,478 | -100.0% | -$63.46万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,747 | -100.0% | -$63.16万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -15,911 | -100.0% | -$62.67万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -4,888 | -100.0% | -$62.46万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -28,642 | -100.0% | -$62.15万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,069 | -100.0% | -$62.08万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -16,924 | -100.0% | -$61.99万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -5,022 | -100.0% | -$61.78万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$61.72万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | -23,785 | -100.0% | -$61.70万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -2,910 | -100.0% | -$61.67万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,546 | -100.0% | -$61.48万 | 清仓 |