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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| URA | GLOBAL X URANIUM ETF | $47.80万 | 0.17% | 13,526 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH (REG) | $47.30万 | 0.17% | 1,350 | 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 |
| CMPS | COMPASS PATHWAYS SPADR (REPR. 1 SHS) | $45.40万 | 0.16% | 39,745 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL (REG.) | $45.30万 | 0.16% | 3,100 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTERNATIONAL (REG) | $43.10万 | 0.16% | 2,383 | -2,333 | -49.5% | -$42.20万 | 减仓 |
| HONA | HONEYWELL AEROSPACE (REG) | $42.40万 | 0.15% | 2,383 | 2,383 | — | $42.40万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE (REG.) -B- | $41.90万 | 0.15% | 13,300 | 13,300 | — | $41.90万 | 新建仓 |
| IDV | ISHARES INTL SELECT DIVIDEND | $40.70万 | 0.15% | 12,160 | 6,080 | 100.0% | $20.35万 | 加仓 |
| 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 |
| GE | GE AEROSPACE (REG) | $37.60万 | 0.14% | 1,245 | -65 | -5.0% | -$1.96万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $37.50万 | 0.13% | 725 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS | $37.40万 | 0.13% | 8,250 | -280 | -3.3% | -$1.27万 | 减仓 |
| PFE | PFIZER (REG.) | $35.50万 | 0.13% | 18,230 | 30 | 0.2% | $584 | 加仓 |
| DBND | DOUBLELINE OPPORTUNITIES CORE BOND | $35.40万 | 0.13% | 9,610 | 6,850 | 248.2% | $25.23万 | 加仓 |
| FDX | FEDEX (REGISTERED) | $34.20万 | 0.12% | 1,350 | 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 |
| AEP | AMERICAN ELECTRIC (REG.) | $33.20万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS | $32.50万 | 0.12% | 5,330 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH | $31.60万 | 0.11% | 2,846 | -887 | -23.8% | -$9.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC (REG) | $31.20万 | 0.11% | 770 | 770 | — | $31.20万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S.A. (REG.) | $31.00万 | 0.11% | 835 | 335 | 67.0% | $12.44万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA | $28.50万 | 0.10% | 3,450 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING | $28.10万 | 0.10% | 2,585 | 45 | 1.8% | $4,892 | 加仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $27.40万 | 0.10% | 8,700 | 4,350 | 100.0% | $13.70万 | 加仓 |
| RIO | RIO TINTO SPADR (REPR. 1 SHS) | $26.80万 | 0.10% | 3,500 | 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 |
| — | 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 |
| IWM | ISHARES RUSSELL 2000 | $26.10万 | 0.09% | 1,075 | -583 | -35.2% | -$14.15万 | 减仓 |
| NEE | NEXTERA ENERGY (REG.) | $25.60万 | 0.09% | 3,606 | -139 | -3.7% | -$9,868 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $24.90万 | 0.09% | 3,903 | 0 | 0.0% | — | 不变 |
| INTC | INTEL (REG.) | $24.80万 | 0.09% | 2,200 | 2,200 | — | $24.80万 | 新建仓 |
| TIP | ISHARES TIPS BOND | $24.50万 | 0.09% | 2,770 | 0 | 0.0% | — | 不变 |
| BBH | VANECK VECTORS BIOTECH ETF | $23.70万 | 0.09% | 1,445 | 0 | 0.0% | — | 不变 |
| 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 |
| HYG | ISHARES IBOXX USD HIGH YIELD CORP. BOND | $23.40万 | 0.08% | 3,620 | -2,300 | -38.9% | -$14.87万 | 减仓 |
| EW | EDWARDS LIFESCIENCES (REGISTERED) | $23.30万 | 0.08% | 3,190 | 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 |
| SNY | SANOFI (SPADR REPR 1/2SH) | $21.70万 | 0.08% | 6,299 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE (REG.) | $20.70万 | 0.07% | 151 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR | $20.60万 | 0.07% | 2,817 | -600 | -17.6% | -$4.39万 | 减仓 |
| EPP | ISHARES MSCI PACIFIC EX JAPAN | $20.50万 | 0.07% | 4,758 | 1,666 | 53.9% | $7.18万 | 加仓 |
| AMAT | APPLIED MATERIALS (REGISTERED) | $20.20万 | 0.07% | 345 | 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 |
| SCHG | SCHWAB US LARGE CAP GROWTH | $18.30万 | 0.07% | 6,700 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES US UTILITIES ETF | $17.70万 | 0.06% | 1,915 | 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 |
| — | DIMENSIONAL US TARGETED VALUE | $17.30万 | 0.06% | 3,070 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN (REG.) | $17.20万 | 0.06% | 588 | 588 | — | $17.20万 | 新建仓 |
| NIO | NIO SPADR (REPR. 1 SH) -A- | $17.10万 | 0.06% | 41,880 | 1,880 | 4.7% | $7,676 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INV. GRADE CORPORATE BOND | $16.60万 | 0.06% | 3,912 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA (REG.) | $16.50万 | 0.06% | 2,520 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE | $16.40万 | 0.06% | 835 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $16.10万 | 0.06% | 6,289 | 6,289 | — | $16.10万 | 新建仓 |
| PBR | PETROBRAS SPADR (REPR. 2 SHS) | $15.80万 | 0.06% | 12,100 | -1,200 | -9.0% | -$1.57万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY | $15.70万 | 0.06% | 9,500 | 8,000 | 533.3% | $13.22万 | 加仓 |
| — | ISHARES MSCI CHINA A | $15.30万 | 0.06% | 4,955 | -15,710 | -76.0% | -$48.51万 | 减仓 |
| JBL | JABIL (REG.) | $14.80万 | 0.05% | 475 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS USD | $14.70万 | 0.05% | 3,051 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $14.20万 | 0.05% | 3,277 | 200 | 6.5% | $8,666 | 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 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY | $13.50万 | 0.05% | 1,854 | 649 | 53.9% | $4.73万 | 加仓 |
| VALE | VALE SPADR (REPR 1 SHS) | $13.40万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X DATA CENTER REITS & DIGITAL INFRASTRUCTURE | $13.20万 | 0.05% | 5,365 | 1,780 | 49.7% | $4.38万 | 加仓 |
| 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 |
| BTI | BRITISH AMERICAN TOBACCO (SPADR REPR 1 SH) | $12.60万 | 0.05% | 2,530 | 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 |
| ARM | ARM HOLDINGS (SPADR REPR 1 SH) | $12.30万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| 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 |
| — | DIMENSIONAL US SMALL CAP | $11.40万 | 0.04% | 1,713 | -1,388 | -44.8% | -$9.24万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS (REG) | $11.10万 | 0.04% | 470 | 0 | 0.0% | — | 不变 |
| — | 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 |
| ABT | ABBOTT LABORATORIES (REGISTERED) | $10.70万 | 0.04% | 1,460 | 1,460 | — | $10.70万 | 新建仓 |
| PICB | INVESCO INTL. CORPORATE BOND | $10.50万 | 0.04% | 5,600 | -3,850 | -40.7% | -$7.22万 | 减仓 |
| NFLX | NETFLIX (REG.) | $9.90万 | 0.04% | 1,720 | 370 | 27.4% | $2.13万 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY ETF | $9.80万 | 0.04% | 1,550 | -470 | -23.3% | -$2.97万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX US | $9.70万 | 0.03% | 1,584 | 1,584 | — | $9.70万 | 新建仓 |
| 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 |
| 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 |
| BLOK | AMPLIFY ETF TRUST TRANSFORMAL DATA SHARING | $8.90万 | 0.03% | 1,750 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY | $8.80万 | 0.03% | 2,669 | 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 |
| 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 |
| XLV | SELECT SECTOR SPDR HEALTH CARE SHS OF BENEF. INTEREST USD 0.01 | $8.30万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |