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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $136.07万 | 0.05% | 6,509 | 517 | 8.6% | $10.81万 | 加仓 |
| AMGN | AMGEN INC | $138.08万 | 0.05% | 3,813 | 44 | 1.2% | $1.59万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $139.29万 | 0.05% | 27,808 | -6,781 | -19.6% | -$33.97万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $141.65万 | 0.05% | 2,861 | 71 | 2.5% | $3.52万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $143.56万 | 0.05% | 34,493 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $145.89万 | 0.05% | 27,065 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $146.66万 | 0.05% | 19,019 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $150.74万 | 0.05% | 4,074 | -904 | -18.2% | -$33.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $153.61万 | 0.06% | 5,462 | 417 | 8.3% | $11.73万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $156.19万 | 0.06% | 380,953 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $160.16万 | 0.06% | 15,673 | 637 | 4.2% | $6.51万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $163.68万 | 0.06% | 26,632 | 112 | 0.4% | $6,883 | 加仓 |
| VOO | VANGUARD INDEX FDS | $167.01万 | 0.06% | 2,432 | 7 | 0.3% | $4,807 | 加仓 |
| SMOT | VANECK ETF TRUST | $170.13万 | 0.06% | 43,780 | -398 | -0.9% | -$1.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $174.41万 | 0.06% | 1,725 | 142 | 9.0% | $14.36万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $175.05万 | 0.06% | 40,832 | 2,906 | 7.7% | $12.46万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $179.71万 | 0.06% | 20,529 | -1,219 | -5.6% | -$10.67万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $188.55万 | 0.07% | 22,813 | -4,077 | -15.2% | -$33.70万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $190.30万 | 0.07% | 3,052 | 1 | 0.0% | $624 | 加仓 |
| SLV | ISHARES SILVER TR | $190.91万 | 0.07% | 35,704 | 2,658 | 8.0% | $14.21万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $191.76万 | 0.07% | 81,530 | -6,356 | -7.2% | -$14.95万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $200.92万 | 0.07% | 223,993 | -276 | -0.1% | -$2,476 | 减仓 |
| ORCL | ORACLE CORP | $201.62万 | 0.07% | 13,758 | 244 | 1.8% | $3.58万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $201.69万 | 0.07% | 50,059 | -78,284 | -61.0% | -$315.40万 | 减仓 |
| MRK | MERCK & CO INC | $206.68万 | 0.07% | 16,084 | -2,553 | -13.7% | -$32.81万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $212.67万 | 0.08% | 42,054 | -1,763 | -4.0% | -$8.92万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $213.40万 | 0.08% | 36,984 | 7,818 | 26.8% | $45.11万 | 加仓 |
| GEV | GE VERNOVA INC | $213.73万 | 0.08% | 1,819 | 20 | 1.1% | $2.35万 | 加仓 |
| INTC | INTEL CORP | $228.23万 | 0.08% | 16,345 | 5,478 | 50.4% | $76.49万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $228.45万 | 0.08% | 68,193 | -2,072 | -2.9% | -$6.94万 | 减仓 |
| AON | AON PLC | $234.07万 | 0.08% | 7,057 | -1,621 | -18.7% | -$53.77万 | 减仓 |
| IWD | ISHARES TR | $245.19万 | 0.09% | 10,114 | 4,638 | 84.7% | $112.44万 | 加仓 |
| RTX | RTX CORPORATION | $252.28万 | 0.09% | 13,297 | 249 | 1.9% | $4.72万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $253.25万 | 0.09% | 69,402 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $254.73万 | 0.09% | 10,123 | 603 | 6.3% | $15.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $256.63万 | 0.09% | 23,873 | -12,588 | -34.5% | -$135.32万 | 减仓 |
| SMTH | ALPS ETF TR | $269.19万 | 0.10% | 104,582 | -10,010 | -8.7% | -$25.77万 | 减仓 |
| O | REALTY INCOME CORP | $272.30万 | 0.10% | 43,947 | -275 | -0.6% | -$1.70万 | 减仓 |
| QDF | FLEXSHARES TR | $275.32万 | 0.10% | 30,618 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $275.65万 | 0.10% | 2,388 | 563 | 30.8% | $64.99万 | 加仓 |
| PFE | PFIZER INC | $291.65万 | 0.10% | 121,118 | 406 | 0.3% | $9,776 | 加仓 |
| INTU | INTUIT | $293.59万 | 0.11% | 11,249 | 4,162 | 58.7% | $108.62万 | 加仓 |
| — | JOINT CORP | $294.01万 | 0.11% | 334,865 | -2,986 | -0.9% | -$2.62万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $301.40万 | 0.11% | 30,356 | -1,841 | -5.7% | -$18.28万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $304.70万 | 0.11% | 10,882 | -1,835 | -14.4% | -$51.38万 | 减仓 |
| PLD | PROLOGIS INC. | $305.56万 | 0.11% | 22,556 | -2,140 | -8.7% | -$28.99万 | 减仓 |
| EEM | ISHARES TR | $308.09万 | 0.11% | 45,036 | 87 | 0.2% | $5,952 | 加仓 |
| GILD | GILEAD SCIENCES INC | $312.31万 | 0.11% | 24,720 | 344 | 1.4% | $4.35万 | 加仓 |
| MSCI | MSCI INC | $317.20万 | 0.11% | 5,664 | -302 | -5.1% | -$16.91万 | 减仓 |
| VEEV | VEEVA SYS INC | $328.92万 | 0.12% | 18,534 | -1,105 | -5.6% | -$19.61万 | 减仓 |
| NOW | SERVICENOW INC | $337.29万 | 0.12% | 33,974 | 5,207 | 18.1% | $51.70万 | 加仓 |
| GE | GE AEROSPACE | $340.30万 | 0.12% | 9,106 | 612 | 7.2% | $22.87万 | 加仓 |
| ADBE | ADOBE INC | $347.67万 | 0.12% | 16,958 | 1,849 | 12.2% | $37.91万 | 加仓 |
| AZN | ASTRAZENECA PLC | $351.74万 | 0.13% | 18,550 | 1,591 | 9.4% | $30.17万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $352.44万 | 0.13% | 25,735 | 2,115 | 9.0% | $28.96万 | 加仓 |
| TSLA | TESLA INC | $355.36万 | 0.13% | 8,449 | 677 | 8.7% | $28.47万 | 加仓 |
| IDXX | IDEXX LABS INC | $359.66万 | 0.13% | 6,832 | -319 | -4.5% | -$16.79万 | 减仓 |
| TJX | TJX COS INC NEW | $362.72万 | 0.13% | 23,942 | 7,706 | 47.5% | $116.74万 | 加仓 |
| IWS | ISHARES TR | $370.76万 | 0.13% | 22,525 | 1,319 | 6.2% | $21.71万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.13% | 5 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $374.62万 | 0.13% | 25,547 | 657 | 2.6% | $9.63万 | 加仓 |
| IQLT | ISHARES TR | $379.11万 | 0.14% | 76,511 | -5,448 | -6.6% | -$26.99万 | 减仓 |
| IWN | ISHARES TR | $381.45万 | 0.14% | 17,245 | 1,517 | 9.6% | $33.56万 | 加仓 |
| CSCO | CISCO SYS INC | $395.24万 | 0.14% | 33,649 | 1,062 | 3.3% | $12.47万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $401.12万 | 0.14% | 41,597 | 1,055 | 2.6% | $10.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $402.67万 | 0.14% | 9,688 | -140 | -1.4% | -$5.82万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $409.65万 | 0.15% | 76,313 | -35,201 | -31.6% | -$188.96万 | 减仓 |
| NFLX | NETFLIX INC. | $412.39万 | 0.15% | 57,758 | 45,142 | 357.8% | $322.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $412.45万 | 0.15% | 5,601 | -68 | -1.2% | -$5.01万 | 减仓 |
| IWO | ISHARES TR | $429.06万 | 0.15% | 10,891 | 792 | 7.8% | $31.20万 | 加仓 |
| DHR | DANAHER CORP DEL | $429.39万 | 0.15% | 22,542 | 6,888 | 44.0% | $131.21万 | 加仓 |
| EFG | ISHARES TR | $429.46万 | 0.15% | 34,517 | 3,257 | 10.4% | $40.52万 | 加仓 |
| CTAS | CINTAS CORP | $433.28万 | 0.16% | 25,475 | -820 | -3.1% | -$13.95万 | 减仓 |
| MELI | MERCADOLIBRE INC | $434.02万 | 0.16% | 2,557 | 492 | 23.8% | $83.51万 | 加仓 |
| MUB | ISHARES TR | $436.41万 | 0.16% | 40,551 | 54 | 0.1% | $5,811 | 加仓 |
| HD | HOME DEPOT INC | $441.78万 | 0.16% | 12,526 | -2,017 | -13.9% | -$71.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $442.51万 | 0.16% | 26,696 | -2,280 | -7.9% | -$37.79万 | 减仓 |
| EFV | ISHARES TR | $453.84万 | 0.16% | 59,286 | 4,922 | 9.1% | $37.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $471.02万 | 0.17% | 26,426 | 4,051 | 18.1% | $72.20万 | 加仓 |
| CAT | CATERPILLAR INC | $476.91万 | 0.17% | 4,478 | 374 | 9.1% | $39.83万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $484.30万 | 0.17% | 164,561 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $508.91万 | 0.18% | 9,807 | 36 | 0.4% | $1.87万 | 加仓 |
| CME | CME GROUP INC | $514.89万 | 0.19% | 23,316 | -1,665 | -6.7% | -$36.77万 | 减仓 |
| WMT | WALMART INC | $526.25万 | 0.19% | 46,464 | -4,673 | -9.1% | -$52.93万 | 减仓 |
| BE | BLOOM ENERGY CORP | $529.73万 | 0.19% | 17,500 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $535.01万 | 0.19% | 10,384 | -500 | -4.6% | -$25.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $541.05万 | 0.19% | 61,644 | -1,669 | -2.6% | -$14.65万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $549.90万 | 0.20% | 149,591 | -688 | -0.5% | -$2.53万 | 减仓 |
| AOR | ISHARES TR | $550.82万 | 0.20% | 79,255 | 4,063 | 5.4% | $28.24万 | 加仓 |
| IVE | ISHARES TR | $568.01万 | 0.20% | 25,016 | 1,581 | 6.7% | $35.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $582.33万 | 0.21% | 19,537 | 326 | 1.7% | $9.72万 | 加仓 |
| EFA | ISHARES TR | $583.53万 | 0.21% | 56,173 | -195 | -0.3% | -$2.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $609.27万 | 0.22% | 35,865 | -2,099 | -5.5% | -$35.66万 | 减仓 |
| — | EXXON MOBIL CORP | $624.42万 | 0.22% | 45,672 | -794 | -1.7% | -$10.86万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $638.91万 | 0.23% | 146,170 | 3,429 | 2.4% | $14.99万 | 加仓 |
| BN | BROOKFIELD CORP | $653.44万 | 0.23% | 153,426 | -5,024 | -3.2% | -$21.40万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $664.31万 | 0.24% | 125,625 | -4,432 | -3.4% | -$23.44万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $672.16万 | 0.24% | 12,692 | -369 | -2.8% | -$19.54万 | 减仓 |
| LLY | ELI LILLY & CO | $703.96万 | 0.25% | 5,869 | -478 | -7.5% | -$57.33万 | 减仓 |
| V | VISA INC | $708.25万 | 0.25% | 20,643 | 532 | 2.6% | $18.25万 | 加仓 |