Forum Finance Group S.A.
GENEVA V8 · SEC CIK 0002133354
$2.78亿2026Q2 申报市值
344持仓数
29.8%前十大占比 · 第一大 5.7%
43 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HRB 加仓+$743.49万
DG 新建仓+$558.10万
CUBI 加仓+$383.48万
PII 新建仓+$292.60万
MSFT 加仓+$288.16万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$114.81万
MU 减仓-$86.94万
ISHARES MSCI EUR 减仓-$61.95万
EEM 减仓-$55.87万
BKLN 减仓-$52.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET -A- (REG.) | $1,592.40万 | 5.73% | 55,141 | 4,626 | 9.2% | $133.59万 | 加仓 |
| HRB | H&R.BLOCK (REG.) | $1,005.90万 | 3.62% | 326,888 | 241,613 | 283.3% | $743.49万 | 加仓 |
| AAPL | APPLE (REG) | $995.10万 | 3.58% | 42,555 | 6,990 | 19.7% | $163.45万 | 加仓 |
| MSFT | MICROSOFT (REG) | $791.80万 | 2.85% | 26,266 | 9,559 | 57.2% | $288.16万 | 加仓 |
| AMZN | AMAZON.COM (REG) | $780.70万 | 2.81% | 40,536 | 11,192 | 38.1% | $215.55万 | 加仓 |
| QQQ | INVESCO QQQ | $718.70万 | 2.59% | 12,077 | -289 | -2.3% | -$17.20万 | 减仓 |
| NVDA | NVIDIA (REG) | $652.20万 | 2.35% | 40,335 | 11,462 | 39.7% | $185.34万 | 加仓 |
| BABA | ALIBABA GROUP SPADR (REPR. 8 SHS) | $604.80万 | 2.18% | 77,976 | 19,290 | 32.9% | $149.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES (REG.) | $595.40万 | 2.14% | 15,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL (REG.) | $558.10万 | 2.01% | 60,000 | 60,000 | — | $558.10万 | 新建仓 |
| V | VISA -A- (REG) | $548.70万 | 1.97% | 19,789 | 2,549 | 14.8% | $70.68万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $508.70万 | 1.83% | 71,102 | 24,971 | 54.1% | $178.66万 | 加仓 |
| ABBV | ABBVIE (REGISTERED) | $482.90万 | 1.74% | 23,745 | 1,225 | 5.4% | $24.91万 | 加仓 |
| LLY | ELI LILLY (REG) | $442.20万 | 1.59% | 4,562 | 1,498 | 48.9% | $145.20万 | 加仓 |
| META | META PLATFORMS -A- (REG.) | $417.30万 | 1.50% | 9,168 | 2,500 | 37.5% | $113.79万 | 加仓 |
| CUBI | CUSTOMERS BANCORP (REG.) | $396.90万 | 1.43% | 62,100 | 60,000 | 2,857.1% | $383.48万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK | $370.70万 | 1.33% | 29,231 | 7,804 | 36.4% | $98.97万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERG. MARKETS | $359.50万 | 1.29% | 53,701 | 19,019 | 54.8% | $127.32万 | 加仓 |
| AVGO | BROADCOM (REG.) | $351.00万 | 1.26% | 11,500 | 5,582 | 94.3% | $170.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON (REGISTERED) | $340.60万 | 1.23% | 16,598 | -1 | -0.0% | -$205 | 减仓 |
| PG | PROCTER & GAMBLE (REGISTERED) | $331.00万 | 1.19% | 27,930 | 6,615 | 31.0% | $78.39万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $310.70万 | 1.12% | 30,964 | -104 | -0.3% | -$1.04万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC | $309.10万 | 1.11% | 33,063 | 15,299 | 86.1% | $143.03万 | 加仓 |
| MRK | MERCK & CO (REG.) | $306.20万 | 1.10% | 29,485 | 1,705 | 6.1% | $17.71万 | 加仓 |
| WM | WASTE MANAGEMENT (REG.) | $299.00万 | 1.08% | 16,600 | 600 | 3.8% | $10.81万 | 加仓 |
| VTWO | VANGUARD RUSSEL 2000 | $297.00万 | 1.07% | 30,270 | 4,882 | 19.2% | $47.90万 | 加仓 |
| PII | POLARIS | $292.60万 | 1.05% | 52,900 | 52,900 | — | $292.60万 | 新建仓 |
| RHI | ROBERT HALF INTERNATIONAL (REG.) | $285.70万 | 1.03% | 115,170 | 109,330 | 1,872.1% | $271.21万 | 加仓 |
| GLD | SPDR GOLD TRUST | $284.30万 | 1.02% | 9,551 | -734 | -7.1% | -$21.85万 | 减仓 |
| CVX | CHEVRON (REGISTERED) | $284.10万 | 1.02% | 21,210 | 1,190 | 5.9% | $15.94万 | 加仓 |
| DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | $280.90万 | 1.01% | 51,103 | 18,850 | 58.4% | $103.61万 | 加仓 |
| LZB | LA-Z-BOY (REG.) | $275.60万 | 0.99% | 85,000 | 85,000 | — | $275.60万 | 新建仓 |
| DBMF | LITMAN GREGORY IMGP DBI MANAGED FUTURES STRATEGY | $267.40万 | 0.96% | 108,120 | 30,566 | 39.4% | $75.60万 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $259.70万 | 0.93% | 43,539 | 33,170 | 319.9% | $197.85万 | 加仓 |
| MCD | MCDONALD'S (REG.) | $257.40万 | 0.93% | 11,783 | 1,783 | 17.8% | $38.95万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY | $254.70万 | 0.92% | 74,468 | 20,880 | 39.0% | $71.42万 | 加仓 |
| DIS | THE WALT DISNEY (REG) | $240.10万 | 0.86% | 30,873 | 200 | 0.7% | $1.56万 | 加仓 |
| LBTYA | LIBERTY GLOBAL (REG) -A- | $229.70万 | 0.83% | 250,000 | 250,000 | — | $229.70万 | 新建仓 |
| SFGV | SEQUIA GLOBAL VALUE | $229.40万 | 0.83% | 80,834 | 43,954 | 119.2% | $124.74万 | 加仓 |
| MU | MICRON TECHNOLOGY (REG.) | $222.10万 | 0.80% | 2,381 | -932 | -28.1% | -$86.94万 | 减仓 |
| ALLW | SPDR BRIDGEWATER ALL WEATHER | $215.90万 | 0.78% | 91,293 | 51,144 | 127.4% | $120.95万 | 加仓 |
| CEMB | ISHARES JP MORGAN EM CORPORATE BOND | $212.90万 | 0.77% | 57,699 | 8,445 | 17.1% | $31.16万 | 加仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $211.10万 | 0.76% | 22,337 | 12,748 | 132.9% | $120.48万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH | $203.30万 | 0.73% | 6,385 | 2,200 | 52.6% | $70.05万 | 加仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE | $199.60万 | 0.72% | 88,071 | 84,407 | 2,303.7% | $191.30万 | 加仓 |
| SLB | SLB LIMITED (REG.) | $199.50万 | 0.72% | 53,100 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE (REG.) | $196.40万 | 0.71% | 18,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC (REGISTERED) | $191.20万 | 0.69% | 8,700 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL -A- (REG.) | $180.50万 | 0.65% | 38,620 | 1,620 | 4.4% | $7.57万 | 加仓 |
| URNM | SPROTT URANIUM MINERS | $180.10万 | 0.65% | 42,339 | 3,972 | 10.4% | $16.90万 | 加仓 |
| RSP | INVESCO S&P500 EQUAL WEIGHT | $174.90万 | 0.63% | 10,170 | -20 | -0.2% | -$3,440 | 减仓 |
| RTX | RTX CORPORATION (REG.) | $174.80万 | 0.63% | 11,400 | 1,900 | 20.0% | $29.13万 | 加仓 |
| KHC | THE KRAFT HEINZ (REG.) | $171.80万 | 0.62% | 90,000 | 90,000 | — | $171.80万 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $162.10万 | 0.58% | 40,685 | 29,970 | 279.7% | $119.41万 | 加仓 |
| USHY | ISHARES USD HIGH YIELD CORPORATE BOND | $159.30万 | 0.57% | 53,263 | 17,968 | 50.9% | $53.74万 | 加仓 |
| LNG | CHENIERE ENERGY (REG.) | $154.50万 | 0.56% | 8,000 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS | $153.20万 | 0.55% | 32,600 | 11,530 | 54.7% | $54.18万 | 加仓 |
| THO | THOR INDUSTRIES (REGISTERED) | $151.80万 | 0.55% | 25,000 | 25,000 | — | $151.80万 | 新建仓 |
| LIN | LINDE (REG) | $144.00万 | 0.52% | 3,435 | 40 | 1.2% | $1.68万 | 加仓 |
| PEP | PEPSICO (REG) | $142.20万 | 0.51% | 13,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $141.00万 | 0.51% | 52,416 | -3,307 | -5.9% | -$8.90万 | 减仓 |
| JPM | JPMORGAN CHASE (REG) | $139.80万 | 0.50% | 5,286 | 3,208 | 154.4% | $84.84万 | 加仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $133.00万 | 0.48% | 32,049 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES JPMORGAN EM LOCAL CCY BOND | $130.20万 | 0.47% | 37,970 | 3,040 | 8.7% | $10.42万 | 加仓 |
| DVA | DAVITA (REG.) | $125.90万 | 0.45% | 7,000 | 7,000 | — | $125.90万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TRUST UNITS | $123.80万 | 0.45% | 2,052 | 310 | 17.8% | $18.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES (REGISTERED) | $117.20万 | 0.42% | 2,496 | -2,445 | -49.5% | -$114.81万 | 减仓 |
| MA | MASTERCARD (REG.) -A- | $115.80万 | 0.42% | 2,789 | 1,873 | 204.5% | $77.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY (REGISTERED)-B- | $115.70万 | 0.42% | 2,862 | 521 | 22.3% | $21.06万 | 加仓 |
| IPAC | ISHARES CORE MSCI PACIFIC | $109.80万 | 0.39% | 16,589 | 6,172 | 59.2% | $40.85万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE | $105.10万 | 0.38% | 32,891 | 6,140 | 23.0% | $19.62万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $103.60万 | 0.37% | 10,026 | 1,200 | 13.6% | $12.40万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS | $94.90万 | 0.34% | 17,169 | -10,107 | -37.1% | -$55.87万 | 减仓 |
| KWEB | KRANE SHARES CSI CHINA INTERNET | $92.70万 | 0.33% | 46,880 | 9,680 | 26.0% | $19.14万 | 加仓 |
| GOOG | ALPHABET (REG) -C- NON-VOTING | $90.00万 | 0.32% | 3,152 | 847 | 36.7% | $24.18万 | 加仓 |
| ACWI | ISHARES MSCI ALL COUNTRY WORLD INDEX | $89.70万 | 0.32% | 7,069 | 1,242 | 21.3% | $15.76万 | 加仓 |
| — | ISHARES MSCI EUROPE SMALL-CAP | $89.30万 | 0.32% | 15,970 | -11,079 | -41.0% | -$61.95万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $87.40万 | 0.31% | 14,324 | -1,438 | -9.1% | -$8.77万 | 减仓 |
| AME | AMETEK (REGISTERED) | $85.20万 | 0.31% | 4,360 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA (REG.) | $84.10万 | 0.30% | 2,473 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN ACTIVE CHINA | $83.10万 | 0.30% | 19,562 | 10,031 | 105.2% | $42.61万 | 加仓 |
| BGGG | LONG TERM GLOBAL GROWTH ETF USD | $83.10万 | 0.30% | 29,147 | 29,147 | — | $83.10万 | 新建仓 |
| FLCA | FRANKLIN FTSE CANADA | $82.50万 | 0.30% | 19,840 | 11,265 | 131.4% | $46.84万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORP. BOND ETF | $79.80万 | 0.29% | 11,941 | 7,130 | 148.2% | $47.65万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE | $73.70万 | 0.27% | 12,134 | 1,201 | 11.0% | $7.29万 | 加仓 |
| HACK | AMPLIFY ETF CYBERSECURITY | $71.10万 | 0.26% | 8,380 | 1,080 | 14.8% | $9.16万 | 加仓 |
| — | EXXON MOBIL (REGISTERED) | $70.60万 | 0.25% | 6,388 | 1,354 | 26.9% | $14.96万 | 加仓 |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $70.30万 | 0.25% | 37,437 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS (REG) | $70.00万 | 0.25% | 2,540 | 2,540 | — | $70.00万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR SPADR (REPR. 5 SHS) | $68.10万 | 0.24% | 1,765 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP (REGISTERED) | $68.10万 | 0.24% | 6,025 | 1,225 | 25.5% | $13.85万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN | $66.90万 | 0.24% | 8,872 | -1,475 | -14.3% | -$11.12万 | 减仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X | $66.80万 | 0.24% | 11,000 | -2,630 | -19.3% | -$15.97万 | 减仓 |
| — | VANECK INTERNATIONALK HIGH YIELD BOND | $61.80万 | 0.22% | 35,307 | 23,620 | 202.1% | $41.34万 | 加仓 |
| BAC | BANK OF AMERICA (REG.) | $60.60万 | 0.22% | 13,170 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA (REG.) | $56.60万 | 0.20% | 10,000 | -400 | -3.8% | -$2.26万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $56.00万 | 0.20% | 926 | 300 | 47.9% | $18.14万 | 加仓 |
| MET | METLIFE (REG.) | $54.30万 | 0.20% | 7,935 | 1,335 | 20.2% | $9.14万 | 加仓 |
| VOO | VANGUARD S&P500 | $54.10万 | 0.19% | 975 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR EURO STOXX 50 | $52.50万 | 0.19% | 9,462 | -814 | -7.9% | -$4.52万 | 减仓 |