FIRST FOUNDATION ADVISORS
Irvine CA · SEC CIK 0001086763
$27.82亿2026Q2 申报市值
354持仓数
46.8%前十大占比 · 第一大 13.3%
23 / 10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
FSUN 新建仓+$1,125.69万
CSRE 加仓+$1,099.64万
IEFA 加仓+$872.54万
CMDY 加仓+$833.90万
IWM 加仓+$691.63万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$1,814.95万
MOAT 减仓-$1,554.13万
JPRE 减仓-$510.63万
GOOG 减仓-$344.00万
SRLN 减仓-$315.40万
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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $41.85万 | 0.02% | 1,387 | 1,387 | — | $41.85万 | 新建仓 |
| TGT | TARGET CORP | $42.95万 | 0.02% | 3,289 | -126 | -3.7% | -$1.65万 | 减仓 |
| IHF | ISHARES TR | $43.43万 | 0.02% | 7,850 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $43.46万 | 0.02% | 3,204 | -8,531 | -72.7% | -$115.71万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $44.64万 | 0.02% | 5,211 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $45.50万 | 0.02% | 1,009 | -67 | -6.2% | -$3.02万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $45.78万 | 0.02% | 17,178 | -22 | -0.1% | -$586 | 减仓 |
| SRE | SEMPRA | $45.89万 | 0.02% | 4,950 | -1 | -0.0% | -$93 | 减仓 |
| IHI | ISHARES TR | $45.90万 | 0.02% | 9,290 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $46.45万 | 0.02% | 2,965 | 171 | 6.1% | $2.68万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $46.72万 | 0.02% | 7,565 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $46.80万 | 0.02% | 38,617 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $47.12万 | 0.02% | 10,108 | -15 | -0.1% | -$699 | 减仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $47.35万 | 0.02% | 61,339 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $48.32万 | 0.02% | 1,134 | -4 | -0.4% | -$1,704 | 减仓 |
| MCK | MCKESSON CORP | $48.43万 | 0.02% | 641 | -1 | -0.2% | -$756 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $48.64万 | 0.02% | 3,078 | -65 | -2.1% | -$1.03万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.03万 | 0.02% | 1,258 | 120 | 10.5% | $4.77万 | 加仓 |
| AGNC | AGNC INVT CORP | $50.08万 | 0.02% | 45,946 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $50.59万 | 0.02% | 1,608 | 97 | 6.4% | $3.05万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.28万 | 0.02% | 15,403 | 3,939 | 34.4% | $13.11万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $51.47万 | 0.02% | 10,194 | -29,732 | -74.5% | -$150.11万 | 减仓 |
| — | TANDY LEATHER FACTORY INC | $52.27万 | 0.02% | 224,345 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $52.56万 | 0.02% | 5,810 | 1,976 | 51.5% | $17.87万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $52.69万 | 0.02% | 1,596 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $52.94万 | 0.02% | 2,315 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $52.97万 | 0.02% | 1,040 | 99 | 10.5% | $5.04万 | 加仓 |
| SMLF | ISHARES TR | $53.67万 | 0.02% | 6,021 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $54.05万 | 0.02% | 3,503 | -270 | -7.2% | -$4.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $54.11万 | 0.02% | 6,282 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $54.20万 | 0.02% | 19,240 | 19,240 | — | $54.20万 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $55.21万 | 0.02% | 17,966 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $55.64万 | 0.02% | 10,527 | -905 | -7.9% | -$4.78万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.73万 | 0.02% | 3,551 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $55.87万 | 0.02% | 13,388 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $56.12万 | 0.02% | 2,063 | 91 | 4.6% | $2.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $56.30万 | 0.02% | 3,933 | -144 | -3.5% | -$2.06万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $58.72万 | 0.02% | 10,953 | 1,998 | 22.3% | $10.71万 | 加仓 |
| SHY | ISHARES TR | $59.46万 | 0.02% | 7,241 | -1,107 | -13.3% | -$9.09万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $59.71万 | 0.02% | 35,650 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $60.53万 | 0.02% | 2,133 | 99 | 4.9% | $2.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.81万 | 0.02% | 2,570 | 39 | 1.5% | $9,228 | 加仓 |
| SO | SOUTHERN CO | $60.92万 | 0.02% | 6,365 | 2,611 | 69.6% | $24.99万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $61.97万 | 0.02% | 13,471 | 1,300 | 10.7% | $5.98万 | 加仓 |
| WMB | WILLIAMS COS INC | $62.71万 | 0.02% | 8,436 | -99 | -1.2% | -$7,359 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $62.92万 | 0.02% | 2,846 | 2,846 | — | $62.92万 | 新建仓 |
| HON | HONEYWELL INTL INC | $63.72万 | 0.02% | 2,846 | -2,776 | -49.4% | -$62.15万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $64.29万 | 0.02% | 35,383 | -17,022 | -32.5% | -$30.93万 | 减仓 |
| WELL | WELLTOWER INC | $64.49万 | 0.02% | 2,841 | 488 | 20.7% | $11.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.59万 | 0.02% | 9,065 | 130 | 1.5% | $9,263 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.33万 | 0.02% | 1,303 | 79 | 6.5% | $3.96万 | 加仓 |
| PEP | PEPSICO INC | $67.68万 | 0.02% | 4,998 | -6,471 | -56.4% | -$87.62万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.29万 | 0.02% | 3,064 | 6 | 0.2% | $1,337 | 加仓 |
| Q | QNITY ELECTRONICS INC | $69.70万 | 0.03% | 4,268 | -1,708 | -28.6% | -$27.89万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $70.18万 | 0.03% | 7,789 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $71.73万 | 0.03% | 2,086 | 6 | 0.3% | $2,063 | 加仓 |
| PCAR | PACCAR INC | $72.18万 | 0.03% | 6,009 | 2 | 0.0% | $240 | 加仓 |
| — | BANK OF AMER CORP | $72.38万 | 0.03% | 577 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $72.94万 | 0.03% | 35,036 | -165 | -0.5% | -$3,435 | 减仓 |
| RYN | RAYONIER INC | $74.13万 | 0.03% | 34,835 | 34,835 | — | $74.13万 | 新建仓 |
| BOND | PIMCO ETF TR | $74.14万 | 0.03% | 8,040 | -54 | -0.7% | -$4,979 | 减仓 |
| DE | DEERE & CO | $79.05万 | 0.03% | 1,246 | 53 | 4.4% | $3.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $79.89万 | 0.03% | 1,568 | 143 | 10.0% | $7.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $83.54万 | 0.03% | 10,109 | 2,056 | 25.5% | $16.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.24万 | 0.03% | 20,131 | 3,311 | 19.7% | $14.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $86.34万 | 0.03% | 27,228 | 12,770 | 88.3% | $40.49万 | 加仓 |
| ITA | ISHARES TR | $87.33万 | 0.03% | 3,602 | 301 | 9.1% | $7.30万 | 加仓 |
| MTUM | ISHARES TR | $87.67万 | 0.03% | 2,557 | 248 | 10.7% | $8.50万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $87.74万 | 0.03% | 4,374 | 95 | 2.2% | $1.91万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $87.92万 | 0.03% | 94,232 | -28,028 | -22.9% | -$26.15万 | 减仓 |
| REM | ISHARES TR | $88.11万 | 0.03% | 39,958 | -2,520 | -5.9% | -$5.56万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE O | $88.42万 | 0.03% | 56,173 | 45,245 | 414.0% | $71.22万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $89.87万 | 0.03% | 1,407 | -79 | -5.3% | -$5.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.61万 | 0.03% | 7,766 | 967 | 14.2% | $11.28万 | 加仓 |
| — | WELLS FARGO & CO | $91.98万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $92.49万 | 0.03% | 3,422 | 82 | 2.5% | $2.22万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $92.68万 | 0.03% | 5,003 | 337 | 7.2% | $6.24万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $96.29万 | 0.03% | 3,877 | -1,127 | -22.5% | -$27.99万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $97.47万 | 0.04% | 1,010 | 5 | 0.5% | $4,825 | 加仓 |
| ABT | ABBOTT LABORATORIES | $97.95万 | 0.04% | 10,794 | 112 | 1.0% | $1.02万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $98.77万 | 0.04% | 6,830 | -8 | -0.1% | -$1,157 | 减仓 |
| T | AT&T INC | $100.04万 | 0.04% | 48,329 | -4,205 | -8.0% | -$8.70万 | 减仓 |
| C | CITIGROUP INC | $101.90万 | 0.04% | 7,281 | 749 | 11.5% | $10.48万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $102.76万 | 0.04% | 26,036 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $103.94万 | 0.04% | 1,362 | -2 | -0.1% | -$1,526 | 减仓 |
| KO | COCA COLA CO | $104.30万 | 0.04% | 12,834 | 888 | 7.4% | $7.22万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $105.84万 | 0.04% | 1,082 | 71 | 7.0% | $6.94万 | 加仓 |
| BA | BOEING CO | $107.40万 | 0.04% | 4,961 | 101 | 2.1% | $2.19万 | 加仓 |
| BLK | BLACKROCK INC | $107.82万 | 0.04% | 1,121 | -44 | -3.8% | -$4.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $108.00万 | 0.04% | 5,669 | 611 | 12.1% | $11.64万 | 加仓 |
| — | VANECK ETF TRUST | $114.40万 | 0.04% | 34,407 | -1,966 | -5.4% | -$6.54万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.62万 | 0.04% | 2,400 | 1,430 | 147.4% | $68.29万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $114.64万 | 0.04% | 3,389 | -503 | -12.9% | -$17.01万 | 减仓 |
| LRGF | ISHARES TR | $115.58万 | 0.04% | 15,282 | -2,012 | -11.6% | -$15.22万 | 减仓 |
| GLD | SPDR GOLD TR | $119.61万 | 0.04% | 3,247 | -141 | -4.2% | -$5.19万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $119.68万 | 0.04% | 6,372 | -450 | -6.6% | -$8.45万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $120.72万 | 0.04% | 9,701 | -4,146 | -29.9% | -$51.59万 | 减仓 |
| IFRA | ISHARES TR | $126.93万 | 0.05% | 20,135 | 20,135 | — | $126.93万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $128.53万 | 0.05% | 2,966 | 44 | 1.5% | $1.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $131.44万 | 0.05% | 23,067 | -1,290 | -5.3% | -$7.35万 | 减仓 |