Forum Finance Group S.A. 13F 持仓 · 2026年Q2
Forum Finance Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 344 只证券，申报市值合计 2.78 亿美元。前几大持仓：GOOGL（5.73%）、HRB（3.62%）、AAPL（3.58%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET -A- (REG.) | $15.9M | 5.73% | 55,141 | 增持 |
| 2 | HRB | H&R.BLOCK (REG.) | $10.1M | 3.62% | 326,888 | 增持 |
| 3 | AAPL | APPLE (REG) | $10.0M | 3.58% | 42,555 | 增持 |
| 4 | MSFT | MICROSOFT (REG) | $7.9M | 2.85% | 26,266 | 增持 |
| 5 | AMZN | AMAZON.COM (REG) | $7.8M | 2.81% | 40,536 | 增持 |
| 6 | QQQ | INVESCO QQQ | $7.2M | 2.59% | 12,077 | 减持 |
| 7 | NVDA | NVIDIA (REG) | $6.5M | 2.35% | 40,335 | 增持 |
| 8 | BABA | ALIBABA GROUP SPADR (REPR. 8 SHS) | $6.0M | 2.18% | 77,976 | 增持 |
| 9 | TT | TRANE TECHNOLOGIES (REG.) | $6.0M | 2.14% | 15,000 | 持平 |
| 10 | DG | DOLLAR GENERAL (REG.) | $5.6M | 2.01% | 60,000 | 新建仓 |
| 11 | V | VISA -A- (REG) | $5.5M | 1.97% | 19,789 | 增持 |
| 12 | VGK | VANGUARD FTSE EUROPE ETF | $5.1M | 1.83% | 71,102 | 增持 |
| 13 | ABBV | ABBVIE (REGISTERED) | $4.8M | 1.74% | 23,745 | 增持 |
| 14 | LLY | ELI LILLY (REG) | $4.4M | 1.59% | 4,562 | 增持 |
| 15 | META | META PLATFORMS -A- (REG.) | $4.2M | 1.50% | 9,168 | 增持 |
| 16 | CUBI | CUSTOMERS BANCORP (REG.) | $4.0M | 1.43% | 62,100 | 增持 |
| 17 | VT | VANGUARD TOTAL WORLD STOCK | $3.7M | 1.33% | 29,231 | 增持 |
| 18 | IEMG | ISHARES CORE MSCI EMERG. MARKETS | $3.6M | 1.29% | 53,701 | 增持 |
| 19 | AVGO | BROADCOM (REG.) | $3.5M | 1.26% | 11,500 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON (REGISTERED) | $3.4M | 1.23% | 16,598 | 减持 |
| 21 | PG | PROCTER & GAMBLE (REGISTERED) | $3.3M | 1.19% | 27,930 | 增持 |
| 22 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3.1M | 1.12% | 30,964 | 增持 |
| 23 | VPL | VANGUARD FTSE PACIFIC | $3.1M | 1.11% | 33,063 | 增持 |
| 24 | MRK | MERCK & CO (REG.) | $3.1M | 1.10% | 29,485 | 增持 |
| 25 | WM | WASTE MANAGEMENT (REG.) | $3.0M | 1.08% | 16,600 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR