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 |
|---|---|---|---|---|---|---|---|---|
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -5,990 | -100.0% | -$61.37万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -10,649 | -100.0% | -$61.22万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -11,392 | -100.0% | -$60.54万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,185 | -100.0% | -$60.52万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -2,989 | -100.0% | -$60.22万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -1,089 | -100.0% | -$60.03万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,260 | -100.0% | -$59.18万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -1,109 | -100.0% | -$59.09万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -21,037 | -100.0% | -$58.92万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -6,543 | -100.0% | -$58.83万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -7,345 | -100.0% | -$58.78万 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -6,483 | -100.0% | -$58.74万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$58.41万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -10,531 | -100.0% | -$58.14万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -2,028 | -100.0% | -$57.84万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -8,585 | -100.0% | -$57.06万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -3,158 | -100.0% | -$56.97万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$56.80万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -1,535 | -100.0% | -$56.73万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -6,480 | -100.0% | -$56.65万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,534 | -100.0% | -$56.39万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -5,489 | -100.0% | -$56.19万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -8,990 | -100.0% | -$56.17万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -8,748 | -100.0% | -$56.02万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -2,716 | -100.0% | -$56.01万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -2,714 | -100.0% | -$55.72万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$55.33万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -14,265 | -100.0% | -$55.16万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -10,187 | -100.0% | -$55.16万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$54.55万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -9,248 | -100.0% | -$54.21万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -3,764 | -100.0% | -$54.16万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -2,626 | -100.0% | -$53.97万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -699 | -100.0% | -$53.95万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,876 | -100.0% | -$53.89万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -7,040 | -100.0% | -$53.57万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$53.32万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -399 | -100.0% | -$53.06万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -7,728 | -100.0% | -$52.64万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -8,886 | -100.0% | -$52.53万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,558 | -100.0% | -$52.42万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -6,580 | -100.0% | -$52.13万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -11,711 | -100.0% | -$51.73万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -4,321 | -100.0% | -$51.71万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,314 | -100.0% | -$51.66万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$51.61万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -908 | -100.0% | -$51.57万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -4,562 | -100.0% | -$51.27万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,261 | -100.0% | -$51.13万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,218 | -100.0% | -$51.12万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -3,761 | -100.0% | -$51.04万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,991 | -100.0% | -$50.98万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -3,141 | -100.0% | -$50.89万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -2,494 | -100.0% | -$50.59万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -16,183 | -100.0% | -$50.51万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$50.47万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,705 | -100.0% | -$50.46万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -19,145 | -100.0% | -$50.29万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,282 | -100.0% | -$50.05万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -7,122 | -100.0% | -$49.94万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -22,016 | -100.0% | -$49.82万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -812 | -100.0% | -$49.69万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -11,394 | -100.0% | -$49.62万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -2,636 | -100.0% | -$49.58万 | 清仓 |
| TNK | TEEKAY TANKERS LTD | $0 | 0.00% | 0 | -9,265 | -100.0% | -$49.49万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -5,716 | -100.0% | -$49.43万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -16,365 | -100.0% | -$49.37万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -28,540 | -100.0% | -$49.23万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,819 | -100.0% | -$49.11万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -812 | -100.0% | -$49.11万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -3,618 | -100.0% | -$48.92万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -16,703 | -100.0% | -$48.89万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -5,623 | -100.0% | -$48.86万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -6,298 | -100.0% | -$48.81万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -883 | -100.0% | -$48.80万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,919 | -100.0% | -$48.65万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -2,441 | -100.0% | -$48.33万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -2,143 | -100.0% | -$48.31万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -25,162 | -100.0% | -$48.29万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -10,818 | -100.0% | -$48.20万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -3,006 | -100.0% | -$48.13万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,142 | -100.0% | -$48.12万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -10,343 | -100.0% | -$48.09万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -2,025 | -100.0% | -$48.07万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6,321 | -100.0% | -$47.98万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -1,657 | -100.0% | -$47.87万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -5,338 | -100.0% | -$47.66万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -13,036 | -100.0% | -$47.29万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -3,380 | -100.0% | -$47.27万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -1,924 | -100.0% | -$47.07万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -504 | -100.0% | -$47.04万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -6,051 | -100.0% | -$46.83万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -692 | -100.0% | -$46.82万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,298 | -100.0% | -$46.69万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -18,035 | -100.0% | -$46.69万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -5,750 | -100.0% | -$46.59万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -216 | -100.0% | -$46.43万 | 清仓 |