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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $395.24万 | 0.14% | 33,649 | 1,062 | 3.3% | $12.47万 | 加仓 |
| IWN | ISHARES TR | $381.45万 | 0.14% | 17,245 | 1,517 | 9.6% | $33.56万 | 加仓 |
| IQLT | ISHARES TR | $379.11万 | 0.14% | 76,511 | -5,448 | -6.6% | -$26.99万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $374.62万 | 0.13% | 25,547 | 657 | 2.6% | $9.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.13% | 5 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $370.76万 | 0.13% | 22,525 | 1,319 | 6.2% | $21.71万 | 加仓 |
| TJX | TJX COS INC NEW | $362.72万 | 0.13% | 23,942 | 7,706 | 47.5% | $116.74万 | 加仓 |
| IDXX | IDEXX LABS INC | $359.66万 | 0.13% | 6,832 | -319 | -4.5% | -$16.79万 | 减仓 |
| TSLA | TESLA INC | $355.36万 | 0.13% | 8,449 | 677 | 8.7% | $28.47万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $352.44万 | 0.13% | 25,735 | 2,115 | 9.0% | $28.96万 | 加仓 |
| AZN | ASTRAZENECA PLC | $351.74万 | 0.13% | 18,550 | 1,591 | 9.4% | $30.17万 | 加仓 |
| ADBE | ADOBE INC | $347.67万 | 0.12% | 16,958 | 1,849 | 12.2% | $37.91万 | 加仓 |
| GE | GE AEROSPACE | $340.30万 | 0.12% | 9,106 | 612 | 7.2% | $22.87万 | 加仓 |
| NOW | SERVICENOW INC | $337.29万 | 0.12% | 33,974 | 5,207 | 18.1% | $51.70万 | 加仓 |
| VEEV | VEEVA SYS INC | $328.92万 | 0.12% | 18,534 | -1,105 | -5.6% | -$19.61万 | 减仓 |
| MSCI | MSCI INC | $317.20万 | 0.11% | 5,664 | -302 | -5.1% | -$16.91万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $312.31万 | 0.11% | 24,720 | 344 | 1.4% | $4.35万 | 加仓 |
| EEM | ISHARES TR | $308.09万 | 0.11% | 45,036 | 87 | 0.2% | $5,952 | 加仓 |
| PLD | PROLOGIS INC. | $305.56万 | 0.11% | 22,556 | -2,140 | -8.7% | -$28.99万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $304.70万 | 0.11% | 10,882 | -1,835 | -14.4% | -$51.38万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $301.40万 | 0.11% | 30,356 | -1,841 | -5.7% | -$18.28万 | 减仓 |
| — | JOINT CORP | $294.01万 | 0.11% | 334,865 | -2,986 | -0.9% | -$2.62万 | 减仓 |
| INTU | INTUIT | $293.59万 | 0.11% | 11,249 | 4,162 | 58.7% | $108.62万 | 加仓 |
| PFE | PFIZER INC | $291.65万 | 0.10% | 121,118 | 406 | 0.3% | $9,776 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $275.65万 | 0.10% | 2,388 | 563 | 30.8% | $64.99万 | 加仓 |
| QDF | FLEXSHARES TR | $275.32万 | 0.10% | 30,618 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $272.30万 | 0.10% | 43,947 | -275 | -0.6% | -$1.70万 | 减仓 |
| SMTH | ALPS ETF TR | $269.19万 | 0.10% | 104,582 | -10,010 | -8.7% | -$25.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $256.63万 | 0.09% | 23,873 | -12,588 | -34.5% | -$135.32万 | 减仓 |
| ABBV | ABBVIE INC | $254.73万 | 0.09% | 10,123 | 603 | 6.3% | $15.17万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $253.25万 | 0.09% | 69,402 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $252.28万 | 0.09% | 13,297 | 249 | 1.9% | $4.72万 | 加仓 |
| IWD | ISHARES TR | $245.19万 | 0.09% | 10,114 | 4,638 | 84.7% | $112.44万 | 加仓 |
| AON | AON PLC | $234.07万 | 0.08% | 7,057 | -1,621 | -18.7% | -$53.77万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $228.45万 | 0.08% | 68,193 | -2,072 | -2.9% | -$6.94万 | 减仓 |
| INTC | INTEL CORP | $228.23万 | 0.08% | 16,345 | 5,478 | 50.4% | $76.49万 | 加仓 |
| GEV | GE VERNOVA INC | $213.73万 | 0.08% | 1,819 | 20 | 1.1% | $2.35万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $213.40万 | 0.08% | 36,984 | 7,818 | 26.8% | $45.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $212.67万 | 0.08% | 42,054 | -1,763 | -4.0% | -$8.92万 | 减仓 |
| MRK | MERCK & CO INC | $206.68万 | 0.07% | 16,084 | -2,553 | -13.7% | -$32.81万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $201.69万 | 0.07% | 50,059 | -78,284 | -61.0% | -$315.40万 | 减仓 |
| ORCL | ORACLE CORP | $201.62万 | 0.07% | 13,758 | 244 | 1.8% | $3.58万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $200.92万 | 0.07% | 223,993 | -276 | -0.1% | -$2,476 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $191.76万 | 0.07% | 81,530 | -6,356 | -7.2% | -$14.95万 | 减仓 |
| SLV | ISHARES SILVER TR | $190.91万 | 0.07% | 35,704 | 2,658 | 8.0% | $14.21万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $190.30万 | 0.07% | 3,052 | 1 | 0.0% | $624 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $188.55万 | 0.07% | 22,813 | -4,077 | -15.2% | -$33.70万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $179.71万 | 0.06% | 20,529 | -1,219 | -5.6% | -$10.67万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $175.05万 | 0.06% | 40,832 | 2,906 | 7.7% | $12.46万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $174.41万 | 0.06% | 1,725 | 142 | 9.0% | $14.36万 | 加仓 |
| SMOT | VANECK ETF TRUST | $170.13万 | 0.06% | 43,780 | -398 | -0.9% | -$1.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $167.01万 | 0.06% | 2,432 | 7 | 0.3% | $4,807 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $163.68万 | 0.06% | 26,632 | 112 | 0.4% | $6,883 | 加仓 |
| SBUX | STARBUCKS CORP | $160.16万 | 0.06% | 15,673 | 637 | 4.2% | $6.51万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $156.19万 | 0.06% | 380,953 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $153.61万 | 0.06% | 5,462 | 417 | 8.3% | $11.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $150.74万 | 0.05% | 4,074 | -904 | -18.2% | -$33.45万 | 减仓 |
| IJH | ISHARES TR | $146.66万 | 0.05% | 19,019 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $145.89万 | 0.05% | 27,065 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $143.56万 | 0.05% | 34,493 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $141.65万 | 0.05% | 2,861 | 71 | 2.5% | $3.52万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $139.29万 | 0.05% | 27,808 | -6,781 | -19.6% | -$33.97万 | 减仓 |
| AMGN | AMGEN INC | $138.08万 | 0.05% | 3,813 | 44 | 1.2% | $1.59万 | 加仓 |
| MS | MORGAN STANLEY | $136.07万 | 0.05% | 6,509 | 517 | 8.6% | $10.81万 | 加仓 |
| BAC | BANK OF AMER CORP | $131.44万 | 0.05% | 23,067 | -1,290 | -5.3% | -$7.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $128.53万 | 0.05% | 2,966 | 44 | 1.5% | $1.91万 | 加仓 |
| IFRA | ISHARES TR | $126.93万 | 0.05% | 20,135 | 20,135 | — | $126.93万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $120.72万 | 0.04% | 9,701 | -4,146 | -29.9% | -$51.59万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $119.68万 | 0.04% | 6,372 | -450 | -6.6% | -$8.45万 | 减仓 |
| GLD | SPDR GOLD TR | $119.61万 | 0.04% | 3,247 | -141 | -4.2% | -$5.19万 | 减仓 |
| LRGF | ISHARES TR | $115.58万 | 0.04% | 15,282 | -2,012 | -11.6% | -$15.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $114.64万 | 0.04% | 3,389 | -503 | -12.9% | -$17.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.62万 | 0.04% | 2,400 | 1,430 | 147.4% | $68.29万 | 加仓 |
| — | VANECK ETF TRUST | $114.40万 | 0.04% | 34,407 | -1,966 | -5.4% | -$6.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $108.00万 | 0.04% | 5,669 | 611 | 12.1% | $11.64万 | 加仓 |
| BLK | BLACKROCK INC | $107.82万 | 0.04% | 1,121 | -44 | -3.8% | -$4.23万 | 减仓 |
| BA | BOEING CO | $107.40万 | 0.04% | 4,961 | 101 | 2.1% | $2.19万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $105.84万 | 0.04% | 1,082 | 71 | 7.0% | $6.94万 | 加仓 |
| KO | COCA COLA CO | $104.30万 | 0.04% | 12,834 | 888 | 7.4% | $7.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $103.94万 | 0.04% | 1,362 | -2 | -0.1% | -$1,526 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $102.76万 | 0.04% | 26,036 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $101.90万 | 0.04% | 7,281 | 749 | 11.5% | $10.48万 | 加仓 |
| T | AT&T INC | $100.04万 | 0.04% | 48,329 | -4,205 | -8.0% | -$8.70万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $98.77万 | 0.04% | 6,830 | -8 | -0.1% | -$1,157 | 减仓 |
| ABT | ABBOTT LABORATORIES | $97.95万 | 0.04% | 10,794 | 112 | 1.0% | $1.02万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $97.47万 | 0.04% | 1,010 | 5 | 0.5% | $4,825 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $96.29万 | 0.03% | 3,877 | -1,127 | -22.5% | -$27.99万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $92.68万 | 0.03% | 5,003 | 337 | 7.2% | $6.24万 | 加仓 |
| MCD | MCDONALDS CORP | $92.49万 | 0.03% | 3,422 | 82 | 2.5% | $2.22万 | 加仓 |
| — | WELLS FARGO & CO | $91.98万 | 0.03% | 795 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.61万 | 0.03% | 7,766 | 967 | 14.2% | $11.28万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $89.87万 | 0.03% | 1,407 | -79 | -5.3% | -$5.05万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE O | $88.42万 | 0.03% | 56,173 | 45,245 | 414.0% | $71.22万 | 加仓 |
| REM | ISHARES TR | $88.11万 | 0.03% | 39,958 | -2,520 | -5.9% | -$5.56万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $87.92万 | 0.03% | 94,232 | -28,028 | -22.9% | -$26.15万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $87.74万 | 0.03% | 4,374 | 95 | 2.2% | $1.91万 | 加仓 |
| MTUM | ISHARES TR | $87.67万 | 0.03% | 2,557 | 248 | 10.7% | $8.50万 | 加仓 |
| ITA | ISHARES TR | $87.33万 | 0.03% | 3,602 | 301 | 9.1% | $7.30万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $86.34万 | 0.03% | 27,228 | 12,770 | 88.3% | $40.49万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.24万 | 0.03% | 20,131 | 3,311 | 19.7% | $14.02万 | 加仓 |