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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE -A- (REG) | $2.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH (REG.) | $2.40万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF USD | $2.50万 | 0.01% | 510 | 510 | — | $2.50万 | 新建仓 |
| DDOG | DATADOG (REG.) | $2.70万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM (REG) | $2.90万 | 0.01% | 1,500 | 1,500 | — | $2.90万 | 新建仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND | $2.90万 | 0.01% | 465 | 465 | — | $2.90万 | 新建仓 |
| BLLN | BILLIONTOONE (REG) | $2.90万 | 0.01% | 300 | 300 | — | $2.90万 | 新建仓 |
| KKR | KKR & CO (REG.) | $3.00万 | 0.01% | 400 | 200 | 100.0% | $1.50万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $3.10万 | 0.01% | 325 | -1,484 | -82.0% | -$14.16万 | 减仓 |
| PAVE | GLOBAL X US INFRASTRUCTURE DEVELOPMENT | $3.10万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| BTDR | BTDR (REG) -A- | $3.20万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY (REG.) | $3.20万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| — | CARTESIAN (REG) | $3.30万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS (NAMEN) | $3.30万 | 0.01% | 750 | 500 | 200.0% | $2.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR ENERGY ETF | $3.40万 | 0.01% | 800 | -2,800 | -77.8% | -$11.90万 | 减仓 |
| PATH | UIPATH (REG.) -A- | $3.40万 | 0.01% | 3,900 | -1,000 | -20.4% | -$8,718 | 减仓 |
| DOCS | DOXIMITY -A- (REG) | $3.40万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVESTMENT (REG.) | $3.40万 | 0.01% | 3,840 | 0 | 0.0% | — | 不变 |
| SAP | SAP (SPADR REPR 1 SH) | $3.50万 | 0.01% | 280 | 140 | 100.0% | $1.75万 | 加仓 |
| XLK | SELECT SECTOR SPDR TECHNOLOGY ETF | $3.70万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF (USD) | $3.70万 | 0.01% | 538 | 538 | — | $3.70万 | 新建仓 |
| IWS | ISHARES RUSSELL MID CAP VALUE | $3.80万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS | $3.90万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE | $3.90万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| NKE | NIKE -B- | $4.00万 | 0.01% | 1,200 | 600 | 100.0% | $2.00万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND | $4.20万 | 0.02% | 1,214 | -5,050 | -80.6% | -$17.47万 | 减仓 |
| RACE | FERRARI (REGISTERED) | $4.20万 | 0.02% | 140 | 140 | — | $4.20万 | 新建仓 |
| REMX | VANECK VECTORS RARE EARTH/STRATEGIC METALS | $4.30万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST | $4.40万 | 0.02% | 4,569 | -7,350 | -61.7% | -$7.08万 | 减仓 |
| IAGG | ISHARES CORE INTL AGGREGATE BOND | $4.70万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY | $4.80万 | 0.02% | 2,340 | 0 | 0.0% | — | 不变 |
| CWB | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $4.80万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| PPH | VANECK PHARMACEUTICAL ETF | $5.00万 | 0.02% | 565 | 135 | 31.4% | $1.19万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $5.00万 | 0.02% | 206 | 206 | — | $5.00万 | 新建仓 |
| HOOD | ROBINHOOD MARKETS (REG.) -A- | $5.10万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 (REG) | $5.10万 | 0.02% | 370 | 370 | — | $5.10万 | 新建仓 |
| BA | BOEING (REG.) | $5.20万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES MSCI EUROZONE USD HEDGED | $5.20万 | 0.02% | 1,285 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR (REG.) | $5.20万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL (REG.) -A- | $5.40万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $5.60万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $5.80万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS (REG.) | $5.80万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES US CONSUMER STAPLES | $6.00万 | 0.02% | 1,020 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF (USD) | $6.40万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES US TECHNOLOGY | $6.50万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| SMH | VANECK VECTORS SEMICONDUCTOR | $6.60万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE (REG) | $6.70万 | 0.02% | 900 | 900 | — | $6.70万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS (REG.) | $6.80万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE US AGGREGATE BOND | $7.00万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFATIBILITY | $7.20万 | 0.03% | 2,620 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY | $7.20万 | 0.03% | 2,130 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION | $7.20万 | 0.03% | 1,864 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH (REG.) | $7.20万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI -A- (REG) | $7.30万 | 0.03% | 14,000 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO SENIOR LOAN | $7.40万 | 0.03% | 4,515 | -31,800 | -87.6% | -$52.12万 | 减仓 |
| SPGI | S&P GLOBAL (REG) | $7.40万 | 0.03% | 225 | 225 | — | $7.40万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES (REG.) | $7.50万 | 0.03% | 20,000 | 5,000 | 33.3% | $1.88万 | 加仓 |
| OKTA | OKTA -A- (REG.) | $7.50万 | 0.03% | 680 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW (REG.) | $7.50万 | 0.03% | 940 | 690 | 276.0% | $5.51万 | 加仓 |
| GRMN | GARMIN (NAMEN) | $7.70万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE | $7.80万 | 0.03% | 1,795 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE (REG.) | $8.10万 | 0.03% | 107 | 107 | — | $8.10万 | 新建仓 |
| FDXF | FEDEX FREIGHT (REG) | $8.20万 | 0.03% | 675 | 675 | — | $8.20万 | 新建仓 |
| XLV | SELECT SECTOR SPDR HEALTH CARE SHS OF BENEF. INTEREST USD 0.01 | $8.30万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI (REG) | $8.40万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION (SPADR REPR 4 SHS) | $8.40万 | 0.03% | 310 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN -P- (REG.) | $8.70万 | 0.03% | 3,350 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA | $8.70万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY | $8.80万 | 0.03% | 2,669 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TRUST TRANSFORMAL DATA SHARING | $8.90万 | 0.03% | 1,750 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 TREASURY BOND | $9.30万 | 0.03% | 1,215 | -1,010 | -45.4% | -$7.73万 | 减仓 |
| DFUS | DIMENSIONAL US EQUITY MARKET | $9.30万 | 0.03% | 1,404 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $9.50万 | 0.03% | 580 | -729 | -55.7% | -$11.94万 | 减仓 |
| OKLO | OKLO (REG) -A- | $9.50万 | 0.03% | 2,245 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX US | $9.70万 | 0.03% | 1,584 | 1,584 | — | $9.70万 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY ETF | $9.80万 | 0.04% | 1,550 | -470 | -23.3% | -$2.97万 | 减仓 |
| NFLX | NETFLIX (REG.) | $9.90万 | 0.04% | 1,720 | 370 | 27.4% | $2.13万 | 加仓 |
| PICB | INVESCO INTL. CORPORATE BOND | $10.50万 | 0.04% | 5,600 | -3,850 | -40.7% | -$7.22万 | 减仓 |
| ABT | ABBOTT LABORATORIES (REGISTERED) | $10.70万 | 0.04% | 1,460 | 1,460 | — | $10.70万 | 新建仓 |
| — | INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF - DISTRIBUTION | $10.90万 | 0.04% | 2,030 | 0 | 0.0% | — | 不变 |
| WMT | WALMART (REG.) | $10.90万 | 0.04% | 1,190 | 1,160 | 3,866.7% | $10.63万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS (REG) | $11.10万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP | $11.40万 | 0.04% | 1,713 | -1,388 | -44.8% | -$9.24万 | 减仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF USD | $12.10万 | 0.04% | 3,318 | 3,318 | — | $12.10万 | 新建仓 |
| ARM | ARM HOLDINGS (SPADR REPR 1 SH) | $12.30万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC (REG.) | $12.40万 | 0.04% | 790 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN | $12.40万 | 0.04% | 1,290 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERICAN TOBACCO (SPADR REPR 1 SH) | $12.60万 | 0.05% | 2,530 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES (REG.) | $12.90万 | 0.05% | 2,207 | 12 | 0.5% | $701 | 加仓 |
| XPEV | XPENG -A- ADR (REPR 2 SHS -A-) | $12.90万 | 0.05% | 12,050 | 5,050 | 72.1% | $5.41万 | 加仓 |
| DTCR | GLOBAL X DATA CENTER REITS & DIGITAL INFRASTRUCTURE | $13.20万 | 0.05% | 5,365 | 1,780 | 49.7% | $4.38万 | 加仓 |
| VALE | VALE SPADR (REPR 1 SHS) | $13.40万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY | $13.50万 | 0.05% | 1,854 | 649 | 53.9% | $4.73万 | 加仓 |
| HIMS | HIMS&HERS HEALTH (REG) -A- | $14.00万 | 0.05% | 5,000 | -400 | -7.4% | -$1.12万 | 减仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X | $14.00万 | 0.05% | 651 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $14.20万 | 0.05% | 3,277 | 200 | 6.5% | $8,666 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS USD | $14.70万 | 0.05% | 3,051 | 0 | 0.0% | — | 不变 |
| JBL | JABIL (REG.) | $14.80万 | 0.05% | 475 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI CHINA A | $15.30万 | 0.06% | 4,955 | -15,710 | -76.0% | -$48.51万 | 减仓 |