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 |
|---|---|---|---|---|---|---|---|---|
| PRI | PRIMERICA INC | $0 | 0.00% | 0 | -1,178 | -100.0% | -$30.43万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -7,064 | -100.0% | -$30.26万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -11,571 | -100.0% | -$30.22万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -2,216 | -100.0% | -$30.12万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -3,561 | -100.0% | -$30.09万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -2,817 | -100.0% | -$30.04万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,734 | -100.0% | -$29.97万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -1,538 | -100.0% | -$29.89万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -11,039 | -100.0% | -$29.87万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -12,794 | -100.0% | -$29.66万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -9,796 | -100.0% | -$29.58万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -1,694 | -100.0% | -$29.51万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -787 | -100.0% | -$29.50万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -2,815 | -100.0% | -$29.36万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -1,682 | -100.0% | -$29.18万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -2,211 | -100.0% | -$29.15万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -3,230 | -100.0% | -$29.08万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -12,319 | -100.0% | -$29.06万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -1,005 | -100.0% | -$29.03万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,816 | -100.0% | -$28.97万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$28.95万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -4,169 | -100.0% | -$28.92万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -6,344 | -100.0% | -$28.91万 | 清仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -4,683 | -100.0% | -$28.77万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -4,469 | -100.0% | -$28.70万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -896 | -100.0% | -$28.66万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -736 | -100.0% | -$28.63万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -4,385 | -100.0% | -$28.54万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,373 | -100.0% | -$28.53万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -915 | -100.0% | -$28.45万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,383 | -100.0% | -$28.33万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,812 | -100.0% | -$28.29万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -3,439 | -100.0% | -$28.19万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -10,591 | -100.0% | -$28.15万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -7,076 | -100.0% | -$28.04万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,529 | -100.0% | -$27.94万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -694 | -100.0% | -$27.92万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -1,086 | -100.0% | -$27.89万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,731 | -100.0% | -$27.74万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,470 | -100.0% | -$27.66万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -3,604 | -100.0% | -$27.57万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -6,137 | -100.0% | -$27.54万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,110 | -100.0% | -$27.51万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,507 | -100.0% | -$27.50万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -2,456 | -100.0% | -$27.49万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -4,227 | -100.0% | -$27.48万 | 清仓 |
| PHG | KONINKLIJKE PHILIPS N V | $0 | 0.00% | 0 | -10,137 | -100.0% | -$27.45万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -1,310 | -100.0% | -$27.43万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,454 | -100.0% | -$27.30万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -771 | -100.0% | -$27.23万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -5,902 | -100.0% | -$27.16万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,731 | -100.0% | -$27.14万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -1,701 | -100.0% | -$27.11万 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -20,484 | -100.0% | -$27.06万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -2,026 | -100.0% | -$27.05万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,092 | -100.0% | -$27.01万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,329 | -100.0% | -$26.99万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,901 | -100.0% | -$26.89万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -5,126 | -100.0% | -$26.80万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -15,641 | -100.0% | -$26.75万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -13,414 | -100.0% | -$26.61万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -5,686 | -100.0% | -$26.58万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -5,689 | -100.0% | -$26.55万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,457 | -100.0% | -$26.50万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -2,254 | -100.0% | -$26.47万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -2,492 | -100.0% | -$26.45万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -1,096 | -100.0% | -$26.35万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -454 | -100.0% | -$26.23万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -4,180 | -100.0% | -$26.11万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -8,037 | -100.0% | -$26.10万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,073 | -100.0% | -$26.09万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -3,022 | -100.0% | -$25.91万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -1,789 | -100.0% | -$25.91万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -2,085 | -100.0% | -$25.87万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$25.87万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -5,507 | -100.0% | -$25.76万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -13,047 | -100.0% | -$25.73万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -184 | -100.0% | -$25.65万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -1,053 | -100.0% | -$25.65万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,263 | -100.0% | -$25.58万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$25.55万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -7,387 | -100.0% | -$25.46万 | 清仓 |
| CVSA | ADTALEM GLOBAL ED INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$25.35万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -21,698 | -100.0% | -$25.34万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -3,504 | -100.0% | -$25.27万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -4,292 | -100.0% | -$25.27万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -832 | -100.0% | -$25.21万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,177 | -100.0% | -$25.21万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -1,837 | -100.0% | -$25.05万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -6,803 | -100.0% | -$25.01万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -1,356 | -100.0% | -$25.01万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -7,631 | -100.0% | -$24.99万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -4,048 | -100.0% | -$24.98万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$24.85万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -2,719 | -100.0% | -$24.76万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -2,781 | -100.0% | -$24.66万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -3,004 | -100.0% | -$24.64万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -971 | -100.0% | -$24.56万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -10,982 | -100.0% | -$24.51万 | 清仓 |