13F 机构持仓

Forum Finance Group S.A.

GENEVA V8 · SEC CIK 0002133354

2026Q22026Q1 更早 9 个季度 🔒
$1.84亿2026Q1 申报市值
321持仓数
31.4%前十大占比 · 第一大 6.7%
0 / 0新建仓 / 清仓
申报市值走势$2.78亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 6.7%
AAPL 3.9%
QQQ 3.1%
BABA 3.0%
TT 2.8%
AMZN 2.7%
MSFT 2.7%
V 2.3%
NVDA 2.2%
ABBV 2.0%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
PPH VANECK PHARMACEUTICAL ETF $3.50万0.02%430 —— — —
ISHG ISHARES -3 YEAR INTERNATIONAL TREASURY BOND $3.60万0.02%600 —— — —
SMTC SEMTECH (REG.) $3.60万0.02%550 —— — —
IVE ISHARES S&P 500 VALUE $3.60万0.02%210 —— — —
DOCS DOXIMITY -A- (REG) $3.60万0.02%2,000 —— — —
WIP SPDR FTSE INTL. GOVERNMENT INFLATION-PROTECTED BOND $3.70万0.02%1,150 —— — —
GXC SPDR S&P CHINA $3.90万0.02%530 —— — —
COPX GLOBAL X COPPER MINERS $3.90万0.02%630 —— — —
ADPT ADAPTIVE BIOTECHNOLOGIES CORPORATION (REG.) $3.90万0.02%3,600 —— — —
SMH VANECK VECTORS SEMICONDUCTOR $4.00万0.02%125 —— — —
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF $4.10万0.02%550 —— — —
MP MP MATERIALS (REG.) -A- $4.30万0.02%1,100 —— — —
REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS $4.30万0.02%600 —— — —
OKTA OKTA -A- (REG.) $4.30万0.02%680 —— — —
PATH UIPATH (REG.) -A- $4.30万0.02%4,900 —— — —
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION $4.40万0.02%1,864 —— — —
HEZU ISHARES MSCI EUROZONE USD HEDGED $4.50万0.02%1,285 —— — —
JBLU JETBLUE AIRWAYS (REG.) $4.50万0.02%12,500 —— — —
IAGG ISHARES CORE INTL AGGREGATE BOND $4.60万0.02%1,150 —— — —
EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY $4.70万0.03%2,340 —— — —
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $4.80万0.03%365 —— — —
IYW ISHARES US TECHNOLOGY $4.80万0.03%321 —— — —
ARM ARM HOLDINGS (SPADR REPR 1 SH) $4.90万0.03%430 —— — —
BA BOEING (REG.) $5.00万0.03%300 —— — —
IWB ISHARES RUSSELL 1000 $5.00万0.03%175 —— — —
XBI STATE STREET SPDR S&P BIOTECH ETF (USD) $5.10万0.03%500 —— — —
JXN JACKSON FINANCIAL (REG.) -A- $5.40万0.03%650 —— — —
OPEN OPENDOOR TECHNOLOGIES (REG.) $5.40万0.03%15,000 —— — —
IYK ISHARES US CONSUMER STAPLES $5.70万0.03%1,020 —— — —
— DIMENSIONAL US HIGH PROFITABILITY $6.30万0.03%2,130 —— — —
VDE VANGUARD ENERGY $6.30万0.03%460 —— — —
CIBR FIRST TRUST NASDAQ CYBERSECURITY $6.30万0.03%1,205 —— — —
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFATIBILITY $6.80万0.04%2,620 —— — —
AGG ISHARES CORE US AGGREGATE BOND $7.00万0.04%880 —— — —
BLOK AMPLIFY ETF TRUST TRANSFORMAL DATA SHARING $7.10万0.04%1,750 —— — —
DTCR GLOBAL X DATA CENTER REITS & DIGITAL INFRASTRUCTURE $7.10万0.04%3,585 —— — —
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY $7.40万0.04%2,669 —— — —
SOUN SOUNDHOUND AI -A- (REG) $7.50万0.04%14,000 —— — —
ESGU ISHARES ESG AWARE MSCI USA $7.60万0.04%660 —— — —
XLV SELECT SECTOR SPDR HEALTH CARE SHS OF BENEF. INTEREST USD 0.01 $7.60万0.04%650 —— — —
DFIV DIMENSIONAL INTERNATIONAL VALUE $7.70万0.04%1,795 —— — —
GRMN GARMIN (NAMEN) $7.70万0.04%400 —— — —
VZ VERIZON COMMUNICATIONS (REG.) $7.80万0.04%2,000 —— — —
IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE $8.00万0.04%3,664 —— — —
DFUS DIMENSIONAL US EQUITY MARKET $8.00万0.04%1,404 —— — —
OKLO OKLO (REG) -A- $8.30万0.04%2,245 —— — —
HIMS HIMS&HERS HEALTH (REG) -A- $8.40万0.05%5,400 —— — —
KMI KINDER MORGAN -P- (REG.) $8.90万0.05%3,350 —— — —
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE $9.10万0.05%2,868 —— — —
— INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF - DISTRIBUTION $9.50万0.05%2,030 —— — —
XPEV XPENG -A- ADR (REPR 2 SHS -A-) $9.60万0.05%7,000 —— — —
AMAT APPLIED MATERIALS (REGISTERED) $9.70万0.05%345 —— — —
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN $10.00万0.05%1,290 —— — —
DBND DOUBLELINE OPPORTUNITIES CORE BOND $10.10万0.05%2,760 —— — —
JBL JABIL (REG.) $10.30万0.06%475 —— — —
NFLX NETFLIX (REG.) $10.60万0.06%1,350 —— — —
APD AIR PRODUCTS & CHEMICALS (REG) $11.00万0.06%470 —— — —
RHI ROBERT HALF INTERNATIONAL (REG.) $11.20万0.06%5,840 —— — —
OGN ORGANON (REG.) $11.70万0.06%24,000 —— — —
BTI BRITISH AMERICAN TOBACCO (SPADR REPR 1 SH) $11.90万0.06%2,530 —— — —
LIT GLOBAL X LITHIUM & BATTERY ETF $11.90万0.06%2,020 —— — —
CUBI CUSTOMERS BANCORP (REG.) $12.00万0.07%2,100 —— — —
— ELECTRONIC ARTS (REGISTERED) $12.20万0.07%751 —— — —
EUFN ISHARES MSCI EUROPE FINANCIALS ETF $12.40万0.07%4,350 —— — —
UBER UBER TECHNOLOGIES (REG.) $12.60万0.07%2,195 —— — —
UI UBIQUITI (REG) $13.00万0.07%195 —— — —
VWO VANGUARD FTSE EMERGING MARKETS USD $13.20万0.07%3,051 —— — —
EPP ISHARES MSCI PACIFIC EX JAPAN $13.30万0.07%3,092 —— — —
BWXT BWX TECHNOLOGIES INC (REG.) $13.50万0.07%790 —— — —
— WISDOM TREE EUROPE SMALL CAP DIVIDEND $13.50万0.07%2,330 —— — —
ZS ZSCALER (REG.) $13.60万0.07%1,200 —— — —
VALE VALE SPADR (REPR 1 SHS) $14.20万0.08%11,000 —— — —
IWD ISHARES RUSSELL 1000 VALUE $14.40万0.08%835 —— — —
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE $15.10万0.08%5,672 —— — —
— ISHARES ETHEREUM TRUST $15.20万0.08%11,919 —— — —
KO COCA-COLA (REG.) $15.30万0.08%2,520 —— — —
IGF ISHARES GLOBAL INFRASTRUCTURE $15.40万0.08%2,860 —— — —
— DIMENSIONAL US TARGETED VALUE $15.50万0.08%3,070 —— — —
SCHG SCHWAB US LARGE CAP GROWTH $15.80万0.09%6,700 —— — —
SLV ISHARES SILVER TRUST $16.20万0.09%3,077 —— — —
IGSB ISHARES 1-5 YEAR INV. GRADE CORPORATE BOND $16.40万0.09%3,912 —— — —
IEF ISHARES 7-10 TREASURY BOND $16.90万0.09%2,225 —— — —
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $17.10万0.09%1,809 —— — —
XLE SELECT SECTOR SPDR ENERGY ETF $17.30万0.09%3,600 —— — —
PICB INVESCO INTL. CORPORATE BOND $17.50万0.09%9,450 —— — —
CMPS COMPASS PATHWAYS SPADR (REPR. 1 SHS) $17.60万0.10%39,745 —— — —
IDU ISHARES US UTILITIES ETF $17.90万0.10%1,915 —— — —
— DIMENSIONAL US SMALL CAP $17.90万0.10%3,101 —— — —
— WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH $18.10万0.10%6,154 —— — —
URTH ISHARES MSCI WORLD ETF $19.10万0.10%1,309 —— — —
SPOT SPOTIFY TECHNOLOGY S.A. (REG.) $19.30万0.10%500 —— — —
— WISDOMTREE EMMA CORPORATE BOND FUND ETF USD $19.60万0.11%3,740 —— — —
NIO NIO SPADR (REPR. 1 SH) -A- $19.60万0.11%40,000 —— — —
JCPB JPMORGAN CORE PLUS BOND ETF USD $19.70万0.11%5,260 —— — —
— VANECK INTERNATIONALK HIGH YIELD BOND $20.00万0.11%11,687 —— — —
SOXX ISHARES SEMICONDUCTOR ETF $20.10万0.11%725 —— — —
EW EDWARDS LIFESCIENCES (REGISTERED) $20.60万0.11%3,190 —— — —
EMB ISHARES JPMORGAN USD EMERGING MARKETS BOND $20.70万0.11%2,765 —— — —
IDV ISHARES INTL SELECT DIVIDEND $20.90万0.11%6,080 —— — —
MELI MERCADOLIBRE (REG.) $21.00万0.11%151 —— — —