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 |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | $0 | 0.00% | 0 | -9,689 | -100.0% | -$37.07万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -15,493 | -100.0% | -$37.03万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,795 | -100.0% | -$37.02万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -8,445 | -100.0% | -$37.01万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -3,591 | -100.0% | -$36.98万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$36.93万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -9,405 | -100.0% | -$36.86万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -9,405 | -100.0% | -$36.82万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -364 | -100.0% | -$36.73万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -6,931 | -100.0% | -$36.71万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -603 | -100.0% | -$36.56万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -962 | -100.0% | -$36.54万 | 清仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -2,431 | -100.0% | -$36.48万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,248 | -100.0% | -$36.43万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$36.43万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -3,400 | -100.0% | -$36.41万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -15,101 | -100.0% | -$36.08万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -3,678 | -100.0% | -$35.97万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -5,299 | -100.0% | -$35.79万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,891 | -100.0% | -$35.75万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -5,226 | -100.0% | -$35.65万 | 清仓 |
| NYT | NEW YORK TIMES CO | $0 | 0.00% | 0 | -5,134 | -100.0% | -$35.64万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -785 | -100.0% | -$35.64万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,882 | -100.0% | -$35.45万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -617 | -100.0% | -$35.40万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,630 | -100.0% | -$35.36万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -390 | -100.0% | -$35.35万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -4,380 | -100.0% | -$35.26万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -2,804 | -100.0% | -$35.23万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -9,880 | -100.0% | -$35.08万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -7,862 | -100.0% | -$35.01万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -2,467 | -100.0% | -$34.99万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -3,881 | -100.0% | -$34.90万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -1,950 | -100.0% | -$34.82万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,647 | -100.0% | -$34.77万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -6,881 | -100.0% | -$34.76万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -3,902 | -100.0% | -$34.76万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,218 | -100.0% | -$34.62万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -20,070 | -100.0% | -$34.46万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -2,720 | -100.0% | -$34.44万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -3,162 | -100.0% | -$34.30万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,951 | -100.0% | -$34.16万 | 清仓 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -19,181 | -100.0% | -$34.12万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,051 | -100.0% | -$33.96万 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -4,900 | -100.0% | -$33.92万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,887 | -100.0% | -$33.91万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -5,039 | -100.0% | -$33.85万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -13,746 | -100.0% | -$33.62万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$33.55万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -18,813 | -100.0% | -$33.54万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -1,751 | -100.0% | -$33.51万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,698 | -100.0% | -$33.49万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -4,448 | -100.0% | -$33.48万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -8,339 | -100.0% | -$33.46万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -4,471 | -100.0% | -$33.30万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1,370 | -100.0% | -$33.28万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -2,671 | -100.0% | -$33.26万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -939 | -100.0% | -$33.20万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -739 | -100.0% | -$33.14万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,359 | -100.0% | -$33.10万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,516 | -100.0% | -$33.05万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -8,340 | -100.0% | -$32.93万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -13,660 | -100.0% | -$32.91万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -1,395 | -100.0% | -$32.71万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -4,004 | -100.0% | -$32.69万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -2,402 | -100.0% | -$32.66万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -982 | -100.0% | -$32.63万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -32,176 | -100.0% | -$32.53万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,854 | -100.0% | -$32.27万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -8,024 | -100.0% | -$32.26万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -2,003 | -100.0% | -$32.20万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -13,510 | -100.0% | -$32.18万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,648 | -100.0% | -$32.00万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -765 | -100.0% | -$31.91万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -6,704 | -100.0% | -$31.89万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,890 | -100.0% | -$31.87万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -2,689 | -100.0% | -$31.85万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -22,628 | -100.0% | -$31.75万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -8,988 | -100.0% | -$31.69万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -1,606 | -100.0% | -$31.61万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -8,420 | -100.0% | -$31.53万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -926 | -100.0% | -$31.51万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -988 | -100.0% | -$31.46万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -4,268 | -100.0% | -$31.43万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,562 | -100.0% | -$31.40万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -5,674 | -100.0% | -$31.34万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -2,722 | -100.0% | -$31.31万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -794 | -100.0% | -$31.23万 | 清仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | 0.00% | 0 | -2,283 | -100.0% | -$31.20万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,361 | -100.0% | -$31.18万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -1,975 | -100.0% | -$31.18万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -2,018 | -100.0% | -$30.94万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -5,187 | -100.0% | -$30.83万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -7,111 | -100.0% | -$30.82万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -2,754 | -100.0% | -$30.82万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -365 | -100.0% | -$30.70万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -2,079 | -100.0% | -$30.51万 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -2,613 | -100.0% | -$30.50万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,053 | -100.0% | -$30.46万 | 清仓 |