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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $72.21万 | 0.03% | 3,301 | 23 | 0.7% | $5,032 | 加仓 |
| WM | WASTE MGMT INC DEL | $70.26万 | 0.03% | 3,058 | 11 | 0.4% | $2,527 | 加仓 |
| PCAR | PACCAR INC | $69.38万 | 0.03% | 6,007 | 7 | 0.1% | $809 | 加仓 |
| Q | QNITY ELECTRONICS INC | $68.95万 | 0.03% | 5,976 | -1,690 | -22.0% | -$19.50万 | 减仓 |
| SHY | ISHARES TR | $68.93万 | 0.03% | 8,348 | -827 | -9.0% | -$6.83万 | 减仓 |
| — | BANK AMERICA CORP | $68.75万 | 0.03% | 577 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $67.22万 | 0.03% | 5,058 | -168 | -3.2% | -$2.23万 | 减仓 |
| DE | DEERE & CO | $67.22万 | 0.03% | 1,193 | 25 | 2.1% | $1.41万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $67.05万 | 0.03% | 5,541 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $64.39万 | 0.03% | 6,822 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $64.21万 | 0.03% | 941 | 581 | 161.4% | $39.64万 | 加仓 |
| WFC | WELLS FARGO & CO | $64.11万 | 0.03% | 8,053 | 504 | 6.7% | $4.01万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.44万 | 0.03% | 2,922 | 167 | 6.1% | $3.57万 | 加仓 |
| VV | VANGUARD INDEX FDS | $62.16万 | 0.03% | 2,080 | 2,080 | — | $62.16万 | 新建仓 |
| WMB | WILLIAMS COS INC | $62.12万 | 0.03% | 8,535 | 1,007 | 13.4% | $7.33万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.66万 | 0.02% | 1,825 | 281 | 18.2% | $9.49万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.16万 | 0.02% | 1,224 | 92 | 8.1% | $4.52万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $58.57万 | 0.02% | 7,789 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.26万 | 0.02% | 8,935 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $56.55万 | 0.02% | 1,764 | -9 | -0.5% | -$2,885 | 减仓 |
| ULTA | ULTA BEAUTY INC | $56.24万 | 0.02% | 1,076 | 18 | 1.7% | $9,409 | 加仓 |
| MCK | MCKESSON CORP | $55.56万 | 0.02% | 642 | 2 | 0.3% | $1,731 | 加仓 |
| MTUM | ISHARES TR | $55.41万 | 0.02% | 2,309 | -91 | -3.8% | -$2.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.43万 | 0.02% | 2,531 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $53.75万 | 0.02% | 11,735 | -3,424 | -22.6% | -$15.68万 | 减仓 |
| EMR | EMERSON ELEC CO | $53.42万 | 0.02% | 4,077 | -851 | -17.3% | -$11.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.25万 | 0.02% | 1,364 | 4 | 0.3% | $1,562 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $53.07万 | 0.02% | 11,432 | -12 | -0.1% | -$557 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $52.46万 | 0.02% | 1,138 | 344 | 43.3% | $15.86万 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $52.41万 | 0.02% | 35,650 | 35,650 | — | $52.41万 | 新建仓 |
| CRM | SALESFORCE INC | $52.16万 | 0.02% | 2,794 | 8 | 0.3% | $1,493 | 加仓 |
| — | TANDY LEATHER FACTORY INC | $51.82万 | 0.02% | 224,345 | -225,148 | -50.1% | -$52.01万 | 减仓 |
| XAR | SPDR SERIES TRUST | $51.65万 | 0.02% | 2,034 | -317 | -13.5% | -$8.05万 | 减仓 |
| SUSA | ISHARES TR | $49.84万 | 0.02% | 3,773 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $49.82万 | 0.02% | 3,992 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $49.62万 | 0.02% | 10,123 | 31 | 0.3% | $1,520 | 加仓 |
| IHI | ISHARES TR | $49.56万 | 0.02% | 9,290 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $49.21万 | 0.02% | 13,388 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.12万 | 0.02% | 3,551 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $48.58万 | 0.02% | 17,966 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $48.11万 | 0.02% | 4,951 | 8 | 0.2% | $777 | 加仓 |
| INTC | INTEL CORP | $47.96万 | 0.02% | 10,867 | -733 | -6.3% | -$3.23万 | 减仓 |
| UNP | UNION PAC CORP | $47.83万 | 0.02% | 1,972 | 471 | 31.4% | $11.42万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $47.54万 | 0.02% | 12,171 | 60 | 0.5% | $2,344 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $47.05万 | 0.02% | 61,339 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $46.55万 | 0.02% | 1,596 | 898 | 128.7% | $26.19万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $46.55万 | 0.02% | 3,143 | -50 | -1.6% | -$7,405 | 减仓 |
| WELL | WELLTOWER INC | $46.52万 | 0.02% | 2,353 | 390 | 19.9% | $7.71万 | 加仓 |
| AGNC | AGNC INVT CORP | $46.08万 | 0.02% | 45,946 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $45.73万 | 0.02% | 1,047 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $45.48万 | 0.02% | 17,200 | -63 | -0.4% | -$1,666 | 减仓 |
| SMLF | ISHARES TR | $45.45万 | 0.02% | 6,021 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $44.99万 | 0.02% | 38,617 | -5,508 | -12.5% | -$6.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.36万 | 0.02% | 14,458 | -2,640 | -15.4% | -$8.10万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $44.23万 | 0.02% | 7,565 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $44.21万 | 0.02% | 8,955 | -1,877 | -17.3% | -$9.27万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.04万 | 0.02% | 11,464 | -10,324 | -47.4% | -$39.66万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.43万 | 0.02% | 1,983 | -14 | -0.7% | -$3,066 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $43.37万 | 0.02% | 1,511 | 807 | 114.6% | $23.16万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $43.00万 | 0.02% | 22,445 | 22,445 | — | $43.00万 | 新建仓 |
| SHEL | SHELL PLC | $41.67万 | 0.02% | 4,481 | 1,197 | 36.4% | $11.13万 | 加仓 |
| TGT | TARGET CORP | $41.39万 | 0.02% | 3,415 | -25 | -0.7% | -$3,030 | 减仓 |
| SPGI | S&P GLOBAL INC | $41.16万 | 0.02% | 968 | -260 | -21.2% | -$11.05万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $40.86万 | 0.02% | 23,883 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $40.70万 | 0.02% | 1,138 | 341 | 42.8% | $12.20万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $40.19万 | 0.02% | 1,486 | 9 | 0.6% | $2,434 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.37万 | 0.02% | 1,005 | 4 | 0.4% | $1,567 | 加仓 |
| DSI | ISHARES TR | $39.18万 | 0.02% | 3,233 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $38.21万 | 0.02% | 6,237 | 6,237 | — | $38.21万 | 新建仓 |
| SO | SOUTHERN CO | $36.23万 | 0.01% | 3,754 | -3,032 | -44.7% | -$29.26万 | 减仓 |
| AMLP | ALPS ETF TR | $35.72万 | 0.01% | 6,786 | 15 | 0.2% | $790 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $35.66万 | 0.01% | 5,211 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $35.59万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $35.04万 | 0.01% | 7,551 | -131 | -1.7% | -$6,078 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.75万 | 0.01% | 6,817 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $34.33万 | 0.01% | 10,238 | -2,002 | -16.4% | -$6.71万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $33.75万 | 0.01% | 1,246 | -22 | -1.7% | -$5,960 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.70万 | 0.01% | 13,616 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $33.62万 | 0.01% | 1,264 | -18 | -1.4% | -$4,788 | 减仓 |
| FE | FIRSTENERGY CORP | $33.45万 | 0.01% | 6,603 | 12 | 0.2% | $608 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.41万 | 0.01% | 4,215 | -356 | -7.8% | -$2.82万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $33.37万 | 0.01% | 13,095 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $33.24万 | 0.01% | 2,138 | -49 | -2.2% | -$7,618 | 减仓 |
| MMM | 3M CO | $32.98万 | 0.01% | 2,271 | 2,271 | — | $32.98万 | 新建仓 |
| IHF | ISHARES TR | $32.85万 | 0.01% | 7,850 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.78万 | 0.01% | 970 | 26 | 2.8% | $8,787 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $32.23万 | 0.01% | 24,928 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $31.76万 | 0.01% | 5,870 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $31.28万 | 0.01% | 11,939 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $30.86万 | 0.01% | 2,315 | -8 | -0.3% | -$1,066 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.70万 | 0.01% | 3,834 | -7,307 | -65.6% | -$58.51万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $30.39万 | 0.01% | 10,586 | -103 | -1.0% | -$2,957 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.96万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $29.46万 | 0.01% | 28,327 | 10,381 | 57.8% | $10.80万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $27.96万 | 0.01% | 2,415 | -38 | -1.5% | -$4,400 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.90万 | 0.01% | 9,595 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $27.84万 | 0.01% | 668 | -29 | -4.2% | -$1.21万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $27.67万 | 0.01% | 5,577 | 69 | 1.3% | $3,423 | 加仓 |
| IGV | ISHARES TR | $26.91万 | 0.01% | 3,362 | 200 | 6.3% | $1.60万 | 加仓 |
| CB | CHUBB LTD SWITZ | $26.24万 | 0.01% | 805 | -24 | -2.9% | -$7,822 | 减仓 |