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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $144.93万 | 0.06% | 2,425 | -284 | -10.5% | -$16.97万 | 减仓 |
| GLD | SPDR GOLD TR | $145.78万 | 0.06% | 3,388 | -176 | -4.9% | -$7.57万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $147.24万 | 0.06% | 26,520 | 14,739 | 125.1% | $81.83万 | 加仓 |
| T | AT&T INC | $152.30万 | 0.06% | 52,534 | 6,000 | 12.9% | $17.39万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $152.81万 | 0.06% | 34,589 | -4,551 | -11.6% | -$20.11万 | 减仓 |
| SMOT | VANECK ETF TRUST | $155.46万 | 0.06% | 44,178 | -1,589 | -3.5% | -$5.59万 | 减仓 |
| GEV | GE VERNOVA INC | $157.04万 | 0.06% | 1,799 | 365 | 25.5% | $31.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $159.69万 | 0.06% | 4,978 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $169.81万 | 0.07% | 21,748 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $172.19万 | 0.07% | 380,953 | 1,080 | 0.3% | $4,882 | 加仓 |
| PEP | PEPSICO INC | $178.11万 | 0.07% | 11,469 | 601 | 5.5% | $9.33万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $189.06万 | 0.08% | 37,926 | 11,974 | 46.1% | $59.69万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $192.42万 | 0.08% | 224,269 | 15,093 | 7.2% | $12.95万 | 加仓 |
| ORCL | ORACLE CORP | $198.80万 | 0.08% | 13,514 | -1,009 | -6.9% | -$14.84万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $201.11万 | 0.08% | 39,926 | -7,019 | -15.0% | -$35.35万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $201.96万 | 0.08% | 87,886 | -609 | -0.7% | -$1.40万 | 减仓 |
| CPRT | COPART INC | $205.06万 | 0.08% | 61,766 | 465 | 0.8% | $1.54万 | 加仓 |
| ABBV | ABBVIE INC | $207.05万 | 0.08% | 9,520 | -310 | -3.2% | -$6.74万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $220.52万 | 0.09% | 18,144 | -1,128 | -5.9% | -$13.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $221.76万 | 0.09% | 43,817 | -836 | -1.9% | -$4.23万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $222.51万 | 0.09% | 26,890 | 6,061 | 29.1% | $50.15万 | 加仓 |
| MRK | MERCK & CO INC | $224.18万 | 0.09% | 18,637 | 3,938 | 26.8% | $47.37万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $225.09万 | 0.09% | 6,588 | 54 | 0.8% | $1.84万 | 加仓 |
| SLV | ISHARES SILVER TR | $225.18万 | 0.09% | 33,046 | 10,191 | 44.6% | $69.44万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $229.98万 | 0.09% | 70,265 | -7,189 | -9.3% | -$23.53万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $235.73万 | 0.09% | 3,051 | 2 | 0.1% | $1,545 | 加仓 |
| BE | BLOOM ENERGY CORP | $237.11万 | 0.10% | 17,500 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $241.02万 | 0.10% | 8,494 | 1,611 | 23.4% | $45.71万 | 加仓 |
| QDF | FLEXSHARES TR | $242.16万 | 0.10% | 30,618 | -242 | -0.8% | -$1.91万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $250.68万 | 0.10% | 69,402 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $251.70万 | 0.10% | 13,048 | 785 | 6.4% | $15.14万 | 加仓 |
| CSCO | CISCO SYS INC | $252.85万 | 0.10% | 32,587 | 783 | 2.5% | $6.08万 | 加仓 |
| EEM | ISHARES TR | $255.27万 | 0.10% | 44,949 | -807 | -1.8% | -$4.58万 | 减仓 |
| TJX | TJX COS INC NEW | $259.29万 | 0.10% | 16,236 | 5,727 | 54.5% | $91.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $265.93万 | 0.11% | 9,828 | -223 | -2.2% | -$6.03万 | 减仓 |
| O | REALTY INCOME CORP | $270.55万 | 0.11% | 44,222 | -707 | -1.6% | -$4.33万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $274.57万 | 0.11% | 13,847 | -973 | -6.6% | -$19.29万 | 减仓 |
| AON | AON PLC | $280.09万 | 0.11% | 8,678 | -1,200 | -12.1% | -$38.73万 | 减仓 |
| TSLA | TESLA INC | $288.92万 | 0.12% | 7,772 | 829 | 11.9% | $30.82万 | 加仓 |
| CAT | CATERPILLAR INC | $290.74万 | 0.12% | 4,104 | 496 | 13.7% | $35.14万 | 加仓 |
| SMTH | ALPS ETF TR | $295.13万 | 0.12% | 114,592 | -2,733 | -2.3% | -$7.04万 | 减仓 |
| DHR | DANAHER CORP DEL | $296.80万 | 0.12% | 15,654 | 5,835 | 59.4% | $110.63万 | 加仓 |
| IWN | ISHARES TR | $298.18万 | 0.12% | 15,728 | 1,237 | 8.5% | $23.45万 | 加仓 |
| — | JOINT CORP | $299.00万 | 0.12% | 337,851 | -1,267 | -0.4% | -$1.12万 | 减仓 |
| NOW | SERVICENOW INC | $300.76万 | 0.12% | 28,767 | -2,272 | -7.3% | -$23.75万 | 减仓 |
| INTU | INTUIT | $306.44万 | 0.12% | 7,087 | -434 | -5.8% | -$18.77万 | 减仓 |
| IWS | ISHARES TR | $309.06万 | 0.12% | 21,206 | 3,550 | 20.1% | $51.74万 | 加仓 |
| IWO | ISHARES TR | $316.92万 | 0.13% | 10,099 | 971 | 10.6% | $30.47万 | 加仓 |
| MSCI | MSCI INC | $321.58万 | 0.13% | 5,966 | -57 | -0.9% | -$3.07万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $322.26万 | 0.13% | 32,197 | 327 | 1.0% | $3.27万 | 加仓 |
| PLD | PROLOGIS INC. | $326.44万 | 0.13% | 24,696 | -41,072 | -62.4% | -$542.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $327.19万 | 0.13% | 5,669 | -692 | -10.9% | -$39.94万 | 减仓 |
| AZN | ASTRAZENECA PLC | $334.46万 | 0.13% | 16,959 | 16,959 | — | $334.46万 | 新建仓 |
| PFE | PFIZER INC | $338.96万 | 0.14% | 120,712 | 385 | 0.3% | $1.08万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $339.31万 | 0.14% | 12,717 | -1,898 | -13.0% | -$50.64万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $339.73万 | 0.14% | 24,376 | 2,347 | 10.7% | $32.71万 | 加仓 |
| VEEV | VEEVA SYS INC | $344.98万 | 0.14% | 19,639 | -585 | -2.9% | -$10.28万 | 减仓 |
| EFG | ISHARES TR | $348.14万 | 0.14% | 31,260 | 2,242 | 7.7% | $24.97万 | 加仓 |
| MELI | MERCADOLIBRE INC | $357.04万 | 0.14% | 2,065 | -113 | -5.2% | -$19.54万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $358.70万 | 0.14% | 36,461 | -139,652 | -79.3% | -$1,373.90万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.14% | 5 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $359.51万 | 0.14% | 24,890 | 1,942 | 8.5% | $28.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $359.61万 | 0.14% | 40,542 | 2,747 | 7.3% | $24.37万 | 加仓 |
| ADBE | ADOBE INC | $367.27万 | 0.15% | 15,109 | 288 | 1.9% | $7.00万 | 加仓 |
| TXN | TEXAS INSTRS INC | $372.96万 | 0.15% | 19,211 | -12,456 | -39.3% | -$241.82万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $376.92万 | 0.15% | 895 | -41 | -4.4% | -$17.27万 | 减仓 |
| IQLT | ISHARES TR | $378.90万 | 0.15% | 81,959 | -6,151 | -7.0% | -$28.44万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $383.78万 | 0.15% | 23,620 | 23,620 | — | $383.78万 | 新建仓 |
| IDXX | IDEXX LABS INC | $401.81万 | 0.16% | 7,151 | -136 | -1.9% | -$7.64万 | 减仓 |
| EFV | ISHARES TR | $404.20万 | 0.16% | 54,364 | 2,925 | 5.7% | $21.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $421.94万 | 0.17% | 164,561 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $429.88万 | 0.17% | 40,497 | 4,889 | 13.7% | $51.90万 | 加仓 |
| APP | APPLOVIN CORP | $433.18万 | 0.17% | 10,884 | -50 | -0.5% | -$1.99万 | 减仓 |
| CTAS | CINTAS CORP | $444.76万 | 0.18% | 26,295 | -247 | -0.9% | -$4.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $466.12万 | 0.19% | 37,964 | -353 | -0.9% | -$4.33万 | 减仓 |
| HD | HOME DEPOT INC | $478.32万 | 0.19% | 14,543 | 1,168 | 8.7% | $38.42万 | 加仓 |
| AOR | ISHARES TR | $483.86万 | 0.19% | 75,192 | -1,379 | -1.8% | -$8.87万 | 减仓 |
| LIN | LINDE PLC | $484.39万 | 0.20% | 9,771 | -391 | -3.8% | -$19.38万 | 减仓 |
| IVE | ISHARES TR | $494.83万 | 0.20% | 23,435 | 2,996 | 14.7% | $63.26万 | 加仓 |
| FTNT | FORTINET INC | $512.47万 | 0.21% | 62,710 | -736 | -1.2% | -$6.01万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $515.17万 | 0.21% | 128,343 | -200,913 | -61.0% | -$806.46万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $530.76万 | 0.21% | 130,057 | 2,510 | 2.0% | $10.24万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $540.93万 | 0.22% | 205,835 | 205,835 | — | $540.93万 | 新建仓 |
| EFA | ISHARES TR | $547.50万 | 0.22% | 56,368 | 138 | 0.2% | $1.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $568.65万 | 0.23% | 150,279 | 217 | 0.1% | $8,211 | 加仓 |
| AVGO | BROADCOM INC | $578.39万 | 0.23% | 18,687 | 774 | 4.3% | $23.96万 | 加仓 |
| LLY | ELI LILLY & CO | $583.76万 | 0.24% | 6,347 | 19 | 0.3% | $1.75万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $588.05万 | 0.24% | 63,313 | -4,157 | -6.2% | -$38.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $599.52万 | 0.24% | 28,976 | -16,553 | -36.4% | -$342.49万 | 减仓 |
| V | VISA INC | $607.84万 | 0.24% | 20,111 | 3,122 | 18.4% | $94.36万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $627.18万 | 0.25% | 13,061 | 40 | 0.3% | $1.92万 | 加仓 |
| WMT | WALMART INC | $635.53万 | 0.26% | 51,137 | 1,102 | 2.2% | $13.70万 | 加仓 |
| BN | BROOKFIELD CORP | $641.25万 | 0.26% | 158,450 | -11,028 | -6.5% | -$44.63万 | 减仓 |
| IJR | ISHARES TR | $647.11万 | 0.26% | 52,056 | 44,072 | 552.0% | $547.86万 | 加仓 |
| LQD | ISHARES TR | $684.24万 | 0.28% | 62,780 | -1,675 | -2.6% | -$18.26万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $687.16万 | 0.28% | 142,741 | 11,371 | 8.7% | $54.74万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $694.90万 | 0.28% | 6,356 | -23 | -0.4% | -$2.51万 | 减仓 |
| SHYD | VANECK ETF TRUST | $723.56万 | 0.29% | 319,311 | 11,554 | 3.8% | $26.18万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $737.22万 | 0.30% | 111,514 | -138,457 | -55.4% | -$915.34万 | 减仓 |
| CME | CME GROUP INC | $737.83万 | 0.30% | 24,981 | -2,790 | -10.0% | -$82.40万 | 减仓 |