FIRST FOUNDATION ADVISORS
Irvine CA · SEC CIK 0001086763
$24.84亿2026Q1 申报市值
336持仓数
47.4%前十大占比 · 第一大 14.9%
17 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$875.26万
CMDY 加仓+$716.32万
IJR 加仓+$547.86万
CSRE 新建仓+$540.93万
IEFA 加仓+$477.51万
2026Q1 卖出最多 按季末市值估算
UPS 减仓-$1,373.90万
AZN 清仓-$1,139.26万
SU 减仓-$915.34万
SRLN 减仓-$806.46万
JPRE 减仓-$548.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $44.04万 | 0.02% | 11,464 | -10,324 | -47.4% | -$39.66万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $44.21万 | 0.02% | 8,955 | -1,877 | -17.3% | -$9.27万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $44.23万 | 0.02% | 7,565 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.36万 | 0.02% | 14,458 | -2,640 | -15.4% | -$8.10万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $44.99万 | 0.02% | 38,617 | -5,508 | -12.5% | -$6.42万 | 减仓 |
| SMLF | ISHARES TR | $45.45万 | 0.02% | 6,021 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $45.48万 | 0.02% | 17,200 | -63 | -0.4% | -$1,666 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.73万 | 0.02% | 1,047 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $46.08万 | 0.02% | 45,946 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $46.52万 | 0.02% | 2,353 | 390 | 19.9% | $7.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.55万 | 0.02% | 3,143 | -50 | -1.6% | -$7,405 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $46.55万 | 0.02% | 1,596 | 898 | 128.7% | $26.19万 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $47.05万 | 0.02% | 61,339 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $47.54万 | 0.02% | 12,171 | 60 | 0.5% | $2,344 | 加仓 |
| UNP | UNION PAC CORP | $47.83万 | 0.02% | 1,972 | 471 | 31.4% | $11.42万 | 加仓 |
| INTC | INTEL CORP | $47.96万 | 0.02% | 10,867 | -733 | -6.3% | -$3.23万 | 减仓 |
| SRE | SEMPRA | $48.11万 | 0.02% | 4,951 | 8 | 0.2% | $777 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $48.58万 | 0.02% | 17,966 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.12万 | 0.02% | 3,551 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $49.21万 | 0.02% | 13,388 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $49.56万 | 0.02% | 9,290 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $49.62万 | 0.02% | 10,123 | 31 | 0.3% | $1,520 | 加仓 |
| MSTR | STRATEGY INC | $49.82万 | 0.02% | 3,992 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $49.84万 | 0.02% | 3,773 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $51.65万 | 0.02% | 2,034 | -317 | -13.5% | -$8.05万 | 减仓 |
| — | TANDY LEATHER FACTORY INC | $51.82万 | 0.02% | 224,345 | -225,148 | -50.1% | -$52.01万 | 减仓 |
| CRM | SALESFORCE INC | $52.16万 | 0.02% | 2,794 | 8 | 0.3% | $1,493 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $52.41万 | 0.02% | 35,650 | 35,650 | — | $52.41万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.46万 | 0.02% | 1,138 | 344 | 43.3% | $15.86万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $53.07万 | 0.02% | 11,432 | -12 | -0.1% | -$557 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.25万 | 0.02% | 1,364 | 4 | 0.3% | $1,562 | 加仓 |
| EMR | EMERSON ELEC CO | $53.42万 | 0.02% | 4,077 | -851 | -17.3% | -$11.15万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $53.75万 | 0.02% | 11,735 | -3,424 | -22.6% | -$15.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.43万 | 0.02% | 2,531 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $55.41万 | 0.02% | 2,309 | -91 | -3.8% | -$2.18万 | 减仓 |
| MCK | MCKESSON CORP | $55.56万 | 0.02% | 642 | 2 | 0.3% | $1,731 | 加仓 |
| ULTA | ULTA BEAUTY INC | $56.24万 | 0.02% | 1,076 | 18 | 1.7% | $9,409 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $56.55万 | 0.02% | 1,764 | -9 | -0.5% | -$2,885 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.26万 | 0.02% | 8,935 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $58.57万 | 0.02% | 7,789 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.16万 | 0.02% | 1,224 | 92 | 8.1% | $4.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.66万 | 0.02% | 1,825 | 281 | 18.2% | $9.49万 | 加仓 |
| WMB | WILLIAMS COS INC | $62.12万 | 0.03% | 8,535 | 1,007 | 13.4% | $7.33万 | 加仓 |
| VV | VANGUARD INDEX FDS | $62.16万 | 0.03% | 2,080 | 2,080 | — | $62.16万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $62.44万 | 0.03% | 2,922 | 167 | 6.1% | $3.57万 | 加仓 |
| WFC | WELLS FARGO & CO | $64.11万 | 0.03% | 8,053 | 504 | 6.7% | $4.01万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.21万 | 0.03% | 941 | 581 | 161.4% | $39.64万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $64.39万 | 0.03% | 6,822 | 0 | 0.0% | — | 不变 |
| NRP | NATURAL RESOURCE PARTNERS LP | $67.05万 | 0.03% | 5,541 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $67.22万 | 0.03% | 1,193 | 25 | 2.1% | $1.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $67.22万 | 0.03% | 5,058 | -168 | -3.2% | -$2.23万 | 减仓 |
| — | BANK AMERICA CORP | $68.75万 | 0.03% | 577 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $68.93万 | 0.03% | 8,348 | -827 | -9.0% | -$6.83万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $68.95万 | 0.03% | 5,976 | -1,690 | -22.0% | -$19.50万 | 减仓 |
| PCAR | PACCAR INC | $69.38万 | 0.03% | 6,007 | 7 | 0.1% | $809 | 加仓 |
| WM | WASTE MGMT INC DEL | $70.26万 | 0.03% | 3,058 | 11 | 0.4% | $2,527 | 加仓 |
| ITA | ISHARES TR | $72.21万 | 0.03% | 3,301 | 23 | 0.7% | $5,032 | 加仓 |
| CSGP | COSTAR GROUP INC | $73.81万 | 0.03% | 18,296 | -2,239 | -10.9% | -$9.03万 | 减仓 |
| C | CITIGROUP INC | $74.08万 | 0.03% | 6,532 | 490 | 8.1% | $5.56万 | 加仓 |
| BOND | PIMCO ETF TR | $74.69万 | 0.03% | 8,094 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $75.46万 | 0.03% | 4,666 | -618 | -11.7% | -$10.00万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $77.65万 | 0.03% | 35,201 | 22 | 0.1% | $485 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $78.05万 | 0.03% | 4,279 | 662 | 18.3% | $12.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $81.12万 | 0.03% | 6,838 | 92 | 1.4% | $1.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.44万 | 0.03% | 16,820 | -1,129 | -6.3% | -$5.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $86.11万 | 0.03% | 1,425 | -13 | -0.9% | -$7,856 | 减仓 |
| DOW | DOW HLDGS INC | $86.37万 | 0.03% | 20,737 | 9 | 0.0% | $375 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $90.51万 | 0.04% | 1,011 | -150 | -12.9% | -$13.43万 | 减仓 |
| KO | COCA COLA CO | $90.85万 | 0.04% | 11,946 | 971 | 8.8% | $7.38万 | 加仓 |
| REM | ISHARES TR | $91.20万 | 0.04% | 42,478 | 8 | 0.0% | $172 | 加仓 |
| — | WELLS FARGO & CO | $91.82万 | 0.04% | 795 | 22 | 2.8% | $2.54万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $93.90万 | 0.04% | 3,700 | 3,700 | — | $93.90万 | 新建仓 |
| DIAL | COLUMBIA ETF TR I | $94.75万 | 0.04% | 52,405 | 1 | 0.0% | $18 | 加仓 |
| BA | BOEING CO | $96.73万 | 0.04% | 4,860 | 174 | 3.7% | $3.46万 | 加仓 |
| MS | MORGAN STANLEY | $98.61万 | 0.04% | 5,992 | 101 | 1.7% | $1.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $99.46万 | 0.04% | 6,799 | 1,117 | 19.7% | $16.34万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $100.13万 | 0.04% | 2,790 | -405 | -12.7% | -$14.53万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $103.44万 | 0.04% | 26,036 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $103.82万 | 0.04% | 3,340 | 99 | 3.1% | $3.08万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $109.68万 | 0.04% | 10,682 | -366 | -3.3% | -$3.76万 | 减仓 |
| BLK | BLACKROCK INC | $112.05万 | 0.05% | 1,165 | -10 | -0.9% | -$9,618 | 减仓 |
| LRGF | ISHARES TR | $114.14万 | 0.05% | 17,294 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $114.68万 | 0.05% | 122,260 | 1,016 | 0.8% | $9,530 | 加仓 |
| IWD | ISHARES TR | $117.01万 | 0.05% | 5,476 | 299 | 5.8% | $6.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $117.73万 | 0.05% | 3,892 | 80 | 2.1% | $2.42万 | 加仓 |
| BAC | BANK AMERICA CORP | $118.74万 | 0.05% | 24,357 | 2,642 | 12.2% | $12.88万 | 加仓 |
| NFLX | NETFLIX INC. | $121.30万 | 0.05% | 12,616 | 2,546 | 25.3% | $24.48万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $121.54万 | 0.05% | 44,358 | -18,050 | -28.9% | -$49.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $122.29万 | 0.05% | 5,045 | 518 | 11.4% | $12.56万 | 加仓 |
| — | VANECK ETF TRUST | $124.22万 | 0.05% | 36,373 | -1,371 | -3.6% | -$4.68万 | 减仓 |
| — | HONEYWELL INTL INC | $127.07万 | 0.05% | 5,622 | 698 | 14.2% | $15.78万 | 加仓 |
| IJH | ISHARES TR | $128.44万 | 0.05% | 19,019 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $129.07万 | 0.05% | 34,493 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $130.28万 | 0.05% | 29,166 | 29,166 | — | $130.28万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $130.80万 | 0.05% | 7,500 | 7,500 | — | $130.80万 | 新建仓 |
| AMGN | AMGEN INC | $132.60万 | 0.05% | 3,769 | 771 | 25.7% | $27.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.94万 | 0.05% | 1,583 | 61 | 4.0% | $5.16万 | 加仓 |
| SBUX | STARBUCKS CORP | $134.71万 | 0.05% | 15,036 | 116 | 0.8% | $1.04万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $139.74万 | 0.06% | 5,004 | 1,172 | 30.6% | $32.73万 | 加仓 |
| NYF | ISHARES TR | $143.77万 | 0.06% | 27,065 | 0 | 0.0% | — | 不变 |