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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $344.98万 | 0.14% | 19,639 | -585 | -2.9% | -$10.28万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $339.73万 | 0.14% | 24,376 | 2,347 | 10.7% | $32.71万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $339.31万 | 0.14% | 12,717 | -1,898 | -13.0% | -$50.64万 | 减仓 |
| PFE | PFIZER INC | $338.96万 | 0.14% | 120,712 | 385 | 0.3% | $1.08万 | 加仓 |
| AZN | ASTRAZENECA PLC | $334.46万 | 0.13% | 16,959 | 16,959 | — | $334.46万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $327.19万 | 0.13% | 5,669 | -692 | -10.9% | -$39.94万 | 减仓 |
| PLD | PROLOGIS INC. | $326.44万 | 0.13% | 24,696 | -41,072 | -62.4% | -$542.90万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $322.26万 | 0.13% | 32,197 | 327 | 1.0% | $3.27万 | 加仓 |
| MSCI | MSCI INC | $321.58万 | 0.13% | 5,966 | -57 | -0.9% | -$3.07万 | 减仓 |
| IWO | ISHARES TR | $316.92万 | 0.13% | 10,099 | 971 | 10.6% | $30.47万 | 加仓 |
| IWS | ISHARES TR | $309.06万 | 0.12% | 21,206 | 3,550 | 20.1% | $51.74万 | 加仓 |
| INTU | INTUIT | $306.44万 | 0.12% | 7,087 | -434 | -5.8% | -$18.77万 | 减仓 |
| NOW | SERVICENOW INC | $300.76万 | 0.12% | 28,767 | -2,272 | -7.3% | -$23.75万 | 减仓 |
| — | JOINT CORP | $299.00万 | 0.12% | 337,851 | -1,267 | -0.4% | -$1.12万 | 减仓 |
| IWN | ISHARES TR | $298.18万 | 0.12% | 15,728 | 1,237 | 8.5% | $23.45万 | 加仓 |
| DHR | DANAHER CORP DEL | $296.80万 | 0.12% | 15,654 | 5,835 | 59.4% | $110.63万 | 加仓 |
| SMTH | ALPS ETF TR | $295.13万 | 0.12% | 114,592 | -2,733 | -2.3% | -$7.04万 | 减仓 |
| CAT | CATERPILLAR INC | $290.74万 | 0.12% | 4,104 | 496 | 13.7% | $35.14万 | 加仓 |
| TSLA | TESLA INC | $288.92万 | 0.12% | 7,772 | 829 | 11.9% | $30.82万 | 加仓 |
| AON | AON PLC | $280.09万 | 0.11% | 8,678 | -1,200 | -12.1% | -$38.73万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $274.57万 | 0.11% | 13,847 | -973 | -6.6% | -$19.29万 | 减仓 |
| O | REALTY INCOME CORP | $270.55万 | 0.11% | 44,222 | -707 | -1.6% | -$4.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $265.93万 | 0.11% | 9,828 | -223 | -2.2% | -$6.03万 | 减仓 |
| TJX | TJX COS INC NEW | $259.29万 | 0.10% | 16,236 | 5,727 | 54.5% | $91.46万 | 加仓 |
| EEM | ISHARES TR | $255.27万 | 0.10% | 44,949 | -807 | -1.8% | -$4.58万 | 减仓 |
| CSCO | CISCO SYS INC | $252.85万 | 0.10% | 32,587 | 783 | 2.5% | $6.08万 | 加仓 |
| RTX | RTX CORPORATION | $251.70万 | 0.10% | 13,048 | 785 | 6.4% | $15.14万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $250.68万 | 0.10% | 69,402 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $242.16万 | 0.10% | 30,618 | -242 | -0.8% | -$1.91万 | 减仓 |
| GE | GE AEROSPACE | $241.02万 | 0.10% | 8,494 | 1,611 | 23.4% | $45.71万 | 加仓 |
| BE | BLOOM ENERGY CORP | $237.11万 | 0.10% | 17,500 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $235.73万 | 0.09% | 3,051 | 2 | 0.1% | $1,545 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $229.98万 | 0.09% | 70,265 | -7,189 | -9.3% | -$23.53万 | 减仓 |
| SLV | ISHARES SILVER TR | $225.18万 | 0.09% | 33,046 | 10,191 | 44.6% | $69.44万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $225.09万 | 0.09% | 6,588 | 54 | 0.8% | $1.84万 | 加仓 |
| MRK | MERCK & CO INC | $224.18万 | 0.09% | 18,637 | 3,938 | 26.8% | $47.37万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $222.51万 | 0.09% | 26,890 | 6,061 | 29.1% | $50.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $221.76万 | 0.09% | 43,817 | -836 | -1.9% | -$4.23万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $220.52万 | 0.09% | 18,144 | -1,128 | -5.9% | -$13.71万 | 减仓 |
| ABBV | ABBVIE INC | $207.05万 | 0.08% | 9,520 | -310 | -3.2% | -$6.74万 | 减仓 |
| CPRT | COPART INC | $205.06万 | 0.08% | 61,766 | 465 | 0.8% | $1.54万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $201.96万 | 0.08% | 87,886 | -609 | -0.7% | -$1.40万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $201.11万 | 0.08% | 39,926 | -7,019 | -15.0% | -$35.35万 | 减仓 |
| ORCL | ORACLE CORP | $198.80万 | 0.08% | 13,514 | -1,009 | -6.9% | -$14.84万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $192.42万 | 0.08% | 224,269 | 15,093 | 7.2% | $12.95万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $189.06万 | 0.08% | 37,926 | 11,974 | 46.1% | $59.69万 | 加仓 |
| PEP | PEPSICO INC | $178.11万 | 0.07% | 11,469 | 601 | 5.5% | $9.33万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $172.19万 | 0.07% | 380,953 | 1,080 | 0.3% | $4,882 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $169.81万 | 0.07% | 21,748 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $159.69万 | 0.06% | 4,978 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $157.04万 | 0.06% | 1,799 | 365 | 25.5% | $31.86万 | 加仓 |
| SMOT | VANECK ETF TRUST | $155.46万 | 0.06% | 44,178 | -1,589 | -3.5% | -$5.59万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $152.81万 | 0.06% | 34,589 | -4,551 | -11.6% | -$20.11万 | 减仓 |
| T | AT&T INC | $152.30万 | 0.06% | 52,534 | 6,000 | 12.9% | $17.39万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $147.24万 | 0.06% | 26,520 | 14,739 | 125.1% | $81.83万 | 加仓 |
| GLD | SPDR GOLD TR | $145.78万 | 0.06% | 3,388 | -176 | -4.9% | -$7.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $144.93万 | 0.06% | 2,425 | -284 | -10.5% | -$16.97万 | 减仓 |
| NYF | ISHARES TR | $143.77万 | 0.06% | 27,065 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $139.74万 | 0.06% | 5,004 | 1,172 | 30.6% | $32.73万 | 加仓 |
| SBUX | STARBUCKS CORP | $134.71万 | 0.05% | 15,036 | 116 | 0.8% | $1.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.94万 | 0.05% | 1,583 | 61 | 4.0% | $5.16万 | 加仓 |
| AMGN | AMGEN INC | $132.60万 | 0.05% | 3,769 | 771 | 25.7% | $27.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $130.80万 | 0.05% | 7,500 | 7,500 | — | $130.80万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $130.28万 | 0.05% | 29,166 | 29,166 | — | $130.28万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $129.07万 | 0.05% | 34,493 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $128.44万 | 0.05% | 19,019 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $127.07万 | 0.05% | 5,622 | 698 | 14.2% | $15.78万 | 加仓 |
| — | VANECK ETF TRUST | $124.22万 | 0.05% | 36,373 | -1,371 | -3.6% | -$4.68万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $122.29万 | 0.05% | 5,045 | 518 | 11.4% | $12.56万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $121.54万 | 0.05% | 44,358 | -18,050 | -28.9% | -$49.46万 | 减仓 |
| NFLX | NETFLIX INC. | $121.30万 | 0.05% | 12,616 | 2,546 | 25.3% | $24.48万 | 加仓 |
| BAC | BANK AMERICA CORP | $118.74万 | 0.05% | 24,357 | 2,642 | 12.2% | $12.88万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $117.73万 | 0.05% | 3,892 | 80 | 2.1% | $2.42万 | 加仓 |
| IWD | ISHARES TR | $117.01万 | 0.05% | 5,476 | 299 | 5.8% | $6.39万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $114.68万 | 0.05% | 122,260 | 1,016 | 0.8% | $9,530 | 加仓 |
| LRGF | ISHARES TR | $114.14万 | 0.05% | 17,294 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $112.05万 | 0.05% | 1,165 | -10 | -0.9% | -$9,618 | 减仓 |
| ABT | ABBOTT LABORATORIES | $109.68万 | 0.04% | 10,682 | -366 | -3.3% | -$3.76万 | 减仓 |
| MCD | MCDONALDS CORP | $103.82万 | 0.04% | 3,340 | 99 | 3.1% | $3.08万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $103.44万 | 0.04% | 26,036 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $100.13万 | 0.04% | 2,790 | -405 | -12.7% | -$14.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $99.46万 | 0.04% | 6,799 | 1,117 | 19.7% | $16.34万 | 加仓 |
| MS | MORGAN STANLEY | $98.61万 | 0.04% | 5,992 | 101 | 1.7% | $1.66万 | 加仓 |
| BA | BOEING CO | $96.73万 | 0.04% | 4,860 | 174 | 3.7% | $3.46万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $94.75万 | 0.04% | 52,405 | 1 | 0.0% | $18 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $93.90万 | 0.04% | 3,700 | 3,700 | — | $93.90万 | 新建仓 |
| — | WELLS FARGO & CO | $91.82万 | 0.04% | 795 | 22 | 2.8% | $2.54万 | 加仓 |
| REM | ISHARES TR | $91.20万 | 0.04% | 42,478 | 8 | 0.0% | $172 | 加仓 |
| KO | COCA COLA CO | $90.85万 | 0.04% | 11,946 | 971 | 8.8% | $7.38万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $90.51万 | 0.04% | 1,011 | -150 | -12.9% | -$13.43万 | 减仓 |
| DOW | DOW HLDGS INC | $86.37万 | 0.03% | 20,737 | 9 | 0.0% | $375 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $86.11万 | 0.03% | 1,425 | -13 | -0.9% | -$7,856 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.44万 | 0.03% | 16,820 | -1,129 | -6.3% | -$5.67万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $81.12万 | 0.03% | 6,838 | 92 | 1.4% | $1.09万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $78.05万 | 0.03% | 4,279 | 662 | 18.3% | $12.08万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $77.65万 | 0.03% | 35,201 | 22 | 0.1% | $485 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $75.46万 | 0.03% | 4,666 | -618 | -11.7% | -$10.00万 | 减仓 |
| BOND | PIMCO ETF TR | $74.69万 | 0.03% | 8,094 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $74.08万 | 0.03% | 6,532 | 490 | 8.1% | $5.56万 | 加仓 |
| CSGP | COSTAR GROUP INC | $73.81万 | 0.03% | 18,296 | -2,239 | -10.9% | -$9.03万 | 减仓 |