Forum Private Client Group LLC 13F 持仓 · 2026年Q2
Forum Private Client Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 3.36 亿美元。前几大持仓：VYM（10.85%）、JCPB（9.99%）、DFAI（8.63%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $36.5M | 10.85% | 230,745 | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $33.6M | 9.99% | 714,849 | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $29.0M | 8.63% | 702,969 | 增持 |
| 4 | IWY | ISHARES TR | $26.4M | 7.85% | 90,802 | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $24.5M | 7.31% | 298,118 | 增持 |
| 6 | IUSB | ISHARES TR | $16.4M | 4.89% | 355,971 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $16.2M | 4.83% | 201,349 | 增持 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $13.7M | 4.08% | 340,859 | 增持 |
| 9 | IVV | ISHARES TR | $13.1M | 3.91% | 17,546 | 增持 |
| 10 | IXUS | ISHARES TR | $10.7M | 3.18% | 111,851 | 减持 |
| 11 | IAGG | ISHARES TR | $9.4M | 2.80% | 185,890 | 增持 |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $9.1M | 2.72% | 188,617 | 增持 |
| 13 | SPIB | SPDR SERIES TRUST | $8.7M | 2.58% | 259,509 | 增持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $6.8M | 2.02% | 85,693 | 增持 |
| 15 | LLY | ELI LILLY & CO | $6.7M | 1.99% | 5,577 | 增持 |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $6.4M | 1.91% | 221,089 | 增持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 1.69% | 24,063 | 增持 |
| 18 | AGG | ISHARES TR | $4.4M | 1.32% | 44,761 | 增持 |
| 19 | MGK | VANGUARD WORLD FD | $4.3M | 1.29% | 49,277 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $4.1M | 1.22% | 47,565 | 增持 |
| 21 | IJH | ISHARES TR | $3.2M | 0.95% | 41,215 | 减持 |
| 22 | BND | VANGUARD BD INDEX FDS | $3.2M | 0.94% | 43,162 | 增持 |
| 23 | BSV | VANGUARD BD INDEX FDS | $2.8M | 0.84% | 36,285 | 减持 |
| 24 | VTEB | VANGUARD MUN BD FDS | $2.1M | 0.62% | 40,973 | 增持 |
| 25 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 0.59% | 38,273 | 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