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 |
|---|---|---|---|---|---|---|---|---|
| ICLN | ISHARES GLOBAL CLEAN ENERGY | $15.70万 | 0.06% | 9,500 | 8,000 | 533.3% | $13.22万 | 加仓 |
| PBR | PETROBRAS SPADR (REPR. 2 SHS) | $15.80万 | 0.06% | 12,100 | -1,200 | -9.0% | -$1.57万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $16.10万 | 0.06% | 6,289 | 6,289 | — | $16.10万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $16.40万 | 0.06% | 835 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA (REG.) | $16.50万 | 0.06% | 2,520 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INV. GRADE CORPORATE BOND | $16.60万 | 0.06% | 3,912 | 0 | 0.0% | — | 不变 |
| NIO | NIO SPADR (REPR. 1 SH) -A- | $17.10万 | 0.06% | 41,880 | 1,880 | 4.7% | $7,676 | 加仓 |
| AMGN | AMGEN (REG.) | $17.20万 | 0.06% | 588 | 588 | — | $17.20万 | 新建仓 |
| — | DIMENSIONAL US TARGETED VALUE | $17.30万 | 0.06% | 3,070 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO PREFERRED & CAPITAL SECURITIES ACTIVE | $17.60万 | 0.06% | 4,241 | -10,000 | -70.2% | -$41.50万 | 减仓 |
| IDU | ISHARES US UTILITIES ETF | $17.70万 | 0.06% | 1,915 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE CAP GROWTH | $18.30万 | 0.07% | 6,700 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE PLUS BOND ETF USD | $20.00万 | 0.07% | 5,260 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMMA CORPORATE BOND FUND ETF USD | $20.00万 | 0.07% | 3,740 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS (REGISTERED) | $20.20万 | 0.07% | 345 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN | $20.50万 | 0.07% | 4,758 | 1,666 | 53.9% | $7.18万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR | $20.60万 | 0.07% | 2,817 | -600 | -17.6% | -$4.39万 | 减仓 |
| MELI | MERCADOLIBRE (REG.) | $20.70万 | 0.07% | 151 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI (SPADR REPR 1/2SH) | $21.70万 | 0.08% | 6,299 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE | $23.20万 | 0.08% | 7,572 | 1,900 | 33.5% | $5.82万 | 加仓 |
| EW | EDWARDS LIFESCIENCES (REGISTERED) | $23.30万 | 0.08% | 3,190 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX USD HIGH YIELD CORP. BOND | $23.40万 | 0.08% | 3,620 | -2,300 | -38.9% | -$14.87万 | 减仓 |
| CRM | SALESFORCE.COM (REGISTERED) | $23.60万 | 0.08% | 1,867 | -651 | -25.9% | -$8.23万 | 减仓 |
| — | ROUNDHILL BALL METAVERSE | $23.60万 | 0.08% | 15,830 | -3,458 | -17.9% | -$5.16万 | 减仓 |
| BBH | VANECK VECTORS BIOTECH ETF | $23.70万 | 0.09% | 1,445 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND | $24.50万 | 0.09% | 2,770 | 0 | 0.0% | — | 不变 |
| INTC | INTEL (REG.) | $24.80万 | 0.09% | 2,200 | 2,200 | — | $24.80万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $24.90万 | 0.09% | 3,903 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY (REG.) | $25.60万 | 0.09% | 3,606 | -139 | -3.7% | -$9,868 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $26.10万 | 0.09% | 1,075 | -583 | -35.2% | -$14.15万 | 减仓 |
| — | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH | $26.30万 | 0.09% | 8,375 | 2,221 | 36.1% | $6.97万 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE | $26.30万 | 0.09% | 4,883 | 2,023 | 70.7% | $10.90万 | 加仓 |
| OGN | ORGANON (REG.) | $26.30万 | 0.09% | 24,000 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH (REG) -A- | $26.40万 | 0.09% | 15,125 | 14,025 | 1,275.0% | $24.48万 | 加仓 |
| RIO | RIO TINTO SPADR (REPR. 1 SHS) | $26.80万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $27.40万 | 0.10% | 8,700 | 4,350 | 100.0% | $13.70万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING | $28.10万 | 0.10% | 2,585 | 45 | 1.8% | $4,892 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA | $28.50万 | 0.10% | 3,450 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. (REG.) | $31.00万 | 0.11% | 835 | 335 | 67.0% | $12.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC (REG) | $31.20万 | 0.11% | 770 | 770 | — | $31.20万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH | $31.60万 | 0.11% | 2,846 | -887 | -23.8% | -$9.85万 | 减仓 |
| GDX | VANECK GOLD MINERS | $32.50万 | 0.12% | 5,330 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC (REG.) | $33.20万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX | $33.40万 | 0.12% | 4,825 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX (REGISTERED) | $34.20万 | 0.12% | 1,350 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE OPPORTUNITIES CORE BOND | $35.40万 | 0.13% | 9,610 | 6,850 | 248.2% | $25.23万 | 加仓 |
| PFE | PFIZER (REG.) | $35.50万 | 0.13% | 18,230 | 30 | 0.2% | $584 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS | $37.40万 | 0.13% | 8,250 | -280 | -3.3% | -$1.27万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $37.50万 | 0.13% | 725 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE (REG) | $37.60万 | 0.14% | 1,245 | -65 | -5.0% | -$1.96万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR | $38.00万 | 0.14% | 2,874 | 0 | 0.0% | — | 不变 |
| — | WISDOM TREE EUROPE SMALL CAP DIVIDEND | $38.00万 | 0.14% | 6,530 | 4,200 | 180.3% | $24.44万 | 加仓 |
| IDV | ISHARES INTL SELECT DIVIDEND | $40.70万 | 0.15% | 12,160 | 6,080 | 100.0% | $20.35万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE (REG.) -B- | $41.90万 | 0.15% | 13,300 | 13,300 | — | $41.90万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE (REG) | $42.40万 | 0.15% | 2,383 | 2,383 | — | $42.40万 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL (REG) | $43.10万 | 0.16% | 2,383 | -2,333 | -49.5% | -$42.20万 | 减仓 |
| PM | PHILIP MORRIS INTL (REG.) | $45.30万 | 0.16% | 3,100 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS SPADR (REPR. 1 SHS) | $45.40万 | 0.16% | 39,745 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT (REGISTERED) | $47.20万 | 0.17% | 1,656 | 401 | 32.0% | $11.43万 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND | $47.20万 | 0.17% | 9,300 | 3,047 | 48.7% | $15.46万 | 加仓 |
| LRCX | LAM RESEARCH (REG) | $47.30万 | 0.17% | 1,350 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $47.80万 | 0.17% | 13,526 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN USD EMERGING MARKETS BOND | $50.50万 | 0.18% | 6,475 | 3,710 | 134.2% | $28.94万 | 加仓 |
| SNDK | SANDISK (REG) | $50.50万 | 0.18% | 275 | 275 | — | $50.50万 | 新建仓 |
| FEZ | SPDR EURO STOXX 50 | $52.50万 | 0.19% | 9,462 | -814 | -7.9% | -$4.52万 | 减仓 |
| VOO | VANGUARD S&P500 | $54.10万 | 0.19% | 975 | 0 | 0.0% | — | 不变 |
| MET | METLIFE (REG.) | $54.30万 | 0.20% | 7,935 | 1,335 | 20.2% | $9.14万 | 加仓 |
| IVV | ISHARES CORE S&P 500 | $56.00万 | 0.20% | 926 | 300 | 47.9% | $18.14万 | 加仓 |
| MRNA | MODERNA (REG.) | $56.60万 | 0.20% | 10,000 | -400 | -3.8% | -$2.26万 | 减仓 |
| BAC | BANK OF AMERICA (REG.) | $60.60万 | 0.22% | 13,170 | 0 | 0.0% | — | 不变 |
| — | VANECK INTERNATIONALK HIGH YIELD BOND | $61.80万 | 0.22% | 35,307 | 23,620 | 202.1% | $41.34万 | 加仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X | $66.80万 | 0.24% | 11,000 | -2,630 | -19.3% | -$15.97万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN | $66.90万 | 0.24% | 8,872 | -1,475 | -14.3% | -$11.12万 | 减仓 |
| 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 |
| PANW | PALO ALTO NETWORKS (REG) | $70.00万 | 0.25% | 2,540 | 2,540 | — | $70.00万 | 新建仓 |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $70.30万 | 0.25% | 37,437 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL (REGISTERED) | $70.60万 | 0.25% | 6,388 | 1,354 | 26.9% | $14.96万 | 加仓 |
| HACK | AMPLIFY ETF CYBERSECURITY | $71.10万 | 0.26% | 8,380 | 1,080 | 14.8% | $9.16万 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE | $73.70万 | 0.27% | 12,134 | 1,201 | 11.0% | $7.29万 | 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 |
| FLCA | FRANKLIN FTSE CANADA | $82.50万 | 0.30% | 19,840 | 11,265 | 131.4% | $46.84万 | 加仓 |
| — | 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 |
| TSLA | TESLA (REG.) | $84.10万 | 0.30% | 2,473 | 0 | 0.0% | — | 不变 |
| AME | AMETEK (REGISTERED) | $85.20万 | 0.31% | 4,360 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $87.40万 | 0.31% | 14,324 | -1,438 | -9.1% | -$8.77万 | 减仓 |
| — | ISHARES MSCI EUROPE SMALL-CAP | $89.30万 | 0.32% | 15,970 | -11,079 | -41.0% | -$61.95万 | 减仓 |
| ACWI | ISHARES MSCI ALL COUNTRY WORLD INDEX | $89.70万 | 0.32% | 7,069 | 1,242 | 21.3% | $15.76万 | 加仓 |
| GOOG | ALPHABET (REG) -C- NON-VOTING | $90.00万 | 0.32% | 3,152 | 847 | 36.7% | $24.18万 | 加仓 |
| KWEB | KRANE SHARES CSI CHINA INTERNET | $92.70万 | 0.33% | 46,880 | 9,680 | 26.0% | $19.14万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS | $94.90万 | 0.34% | 17,169 | -10,107 | -37.1% | -$55.87万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $103.60万 | 0.37% | 10,026 | 1,200 | 13.6% | $12.40万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE | $105.10万 | 0.38% | 32,891 | 6,140 | 23.0% | $19.62万 | 加仓 |
| IPAC | ISHARES CORE MSCI PACIFIC | $109.80万 | 0.39% | 16,589 | 6,172 | 59.2% | $40.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY (REGISTERED)-B- | $115.70万 | 0.42% | 2,862 | 521 | 22.3% | $21.06万 | 加仓 |
| MA | MASTERCARD (REG.) -A- | $115.80万 | 0.42% | 2,789 | 1,873 | 204.5% | $77.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES (REGISTERED) | $117.20万 | 0.42% | 2,496 | -2,445 | -49.5% | -$114.81万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST UNITS | $123.80万 | 0.45% | 2,052 | 310 | 17.8% | $18.70万 | 加仓 |
| DVA | DAVITA (REG.) | $125.90万 | 0.45% | 7,000 | 7,000 | — | $125.90万 | 新建仓 |