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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $83.54万 | 0.03% | 10,109 | 2,056 | 25.5% | $16.99万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $79.89万 | 0.03% | 1,568 | 143 | 10.0% | $7.29万 | 加仓 |
| DE | DEERE & CO | $79.05万 | 0.03% | 1,246 | 53 | 4.4% | $3.36万 | 加仓 |
| BOND | PIMCO ETF TR | $74.14万 | 0.03% | 8,040 | -54 | -0.7% | -$4,979 | 减仓 |
| RYN | RAYONIER INC | $74.13万 | 0.03% | 34,835 | 34,835 | — | $74.13万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $72.94万 | 0.03% | 35,036 | -165 | -0.5% | -$3,435 | 减仓 |
| — | BANK OF AMER CORP | $72.38万 | 0.03% | 577 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $72.18万 | 0.03% | 6,009 | 2 | 0.0% | $240 | 加仓 |
| VV | VANGUARD INDEX FDS | $71.73万 | 0.03% | 2,086 | 6 | 0.3% | $2,063 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $70.18万 | 0.03% | 7,789 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $69.70万 | 0.03% | 4,268 | -1,708 | -28.6% | -$27.89万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.29万 | 0.02% | 3,064 | 6 | 0.2% | $1,337 | 加仓 |
| PEP | PEPSICO INC | $67.68万 | 0.02% | 4,998 | -6,471 | -56.4% | -$87.62万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.33万 | 0.02% | 1,303 | 79 | 6.5% | $3.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.59万 | 0.02% | 9,065 | 130 | 1.5% | $9,263 | 加仓 |
| WELL | WELLTOWER INC | $64.49万 | 0.02% | 2,841 | 488 | 20.7% | $11.08万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $64.29万 | 0.02% | 35,383 | -17,022 | -32.5% | -$30.93万 | 减仓 |
| HON | HONEYWELL INTL INC | $63.72万 | 0.02% | 2,846 | -2,776 | -49.4% | -$62.15万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $62.92万 | 0.02% | 2,846 | 2,846 | — | $62.92万 | 新建仓 |
| WMB | WILLIAMS COS INC | $62.71万 | 0.02% | 8,436 | -99 | -1.2% | -$7,359 | 减仓 |
| SCHL | SCHOLASTIC CORP | $61.97万 | 0.02% | 13,471 | 1,300 | 10.7% | $5.98万 | 加仓 |
| SO | SOUTHERN CO | $60.92万 | 0.02% | 6,365 | 2,611 | 69.6% | $24.99万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.81万 | 0.02% | 2,570 | 39 | 1.5% | $9,228 | 加仓 |
| XAR | SPDR SERIES TRUST | $60.53万 | 0.02% | 2,133 | 99 | 4.9% | $2.81万 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $59.71万 | 0.02% | 35,650 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $59.46万 | 0.02% | 7,241 | -1,107 | -13.3% | -$9.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $58.72万 | 0.02% | 10,953 | 1,998 | 22.3% | $10.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $56.30万 | 0.02% | 3,933 | -144 | -3.5% | -$2.06万 | 减仓 |
| UNP | UNION PAC CORP | $56.12万 | 0.02% | 2,063 | 91 | 4.6% | $2.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $55.87万 | 0.02% | 13,388 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $55.73万 | 0.02% | 3,551 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $55.64万 | 0.02% | 10,527 | -905 | -7.9% | -$4.78万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $55.21万 | 0.02% | 17,966 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $54.20万 | 0.02% | 19,240 | 19,240 | — | $54.20万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $54.11万 | 0.02% | 6,282 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $54.05万 | 0.02% | 3,503 | -270 | -7.2% | -$4.17万 | 减仓 |
| SMLF | ISHARES TR | $53.67万 | 0.02% | 6,021 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $52.97万 | 0.02% | 1,040 | 99 | 10.5% | $5.04万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $52.94万 | 0.02% | 2,315 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $52.69万 | 0.02% | 1,596 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $52.56万 | 0.02% | 5,810 | 1,976 | 51.5% | $17.87万 | 加仓 |
| — | TANDY LEATHER FACTORY INC | $52.27万 | 0.02% | 224,345 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $51.47万 | 0.02% | 10,194 | -29,732 | -74.5% | -$150.11万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.28万 | 0.02% | 15,403 | 3,939 | 34.4% | $13.11万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $50.59万 | 0.02% | 1,608 | 97 | 6.4% | $3.05万 | 加仓 |
| AGNC | AGNC INVT CORP | $50.08万 | 0.02% | 45,946 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $50.03万 | 0.02% | 1,258 | 120 | 10.5% | $4.77万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $48.64万 | 0.02% | 3,078 | -65 | -2.1% | -$1.03万 | 减仓 |
| MCK | MCKESSON CORP | $48.43万 | 0.02% | 641 | -1 | -0.2% | -$756 | 减仓 |
| ETN | EATON CORP PLC | $48.32万 | 0.02% | 1,134 | -4 | -0.4% | -$1,704 | 减仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $47.35万 | 0.02% | 61,339 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $47.12万 | 0.02% | 10,108 | -15 | -0.1% | -$699 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $46.80万 | 0.02% | 38,617 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $46.72万 | 0.02% | 7,565 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $46.45万 | 0.02% | 2,965 | 171 | 6.1% | $2.68万 | 加仓 |
| IHI | ISHARES TR | $45.90万 | 0.02% | 9,290 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $45.89万 | 0.02% | 4,950 | -1 | -0.0% | -$93 | 减仓 |
| BF/B | BROWN FORMAN CORP | $45.78万 | 0.02% | 17,178 | -22 | -0.1% | -$586 | 减仓 |
| ULTA | ULTA BEAUTY INC | $45.50万 | 0.02% | 1,009 | -67 | -6.2% | -$3.02万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $44.64万 | 0.02% | 5,211 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $43.46万 | 0.02% | 3,204 | -8,531 | -72.7% | -$115.71万 | 减仓 |
| IHF | ISHARES TR | $43.43万 | 0.02% | 7,850 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $42.95万 | 0.02% | 3,289 | -126 | -3.7% | -$1.65万 | 减仓 |
| KLAC | KLA CORP | $41.85万 | 0.02% | 1,387 | 1,387 | — | $41.85万 | 新建仓 |
| DSI | ISHARES TR | $41.76万 | 0.02% | 2,933 | -300 | -9.3% | -$4.27万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $41.66万 | 0.01% | 1,955 | -28 | -1.4% | -$5,966 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $41.12万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $40.70万 | 0.01% | 24,373 | 490 | 2.1% | $8,183 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $39.13万 | 0.01% | 1,137 | -627 | -35.5% | -$21.58万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.00万 | 0.01% | 14,080 | 464 | 3.4% | $1.29万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $38.67万 | 0.01% | 5,870 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $38.45万 | 0.01% | 1,208 | -38 | -3.0% | -$1.21万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $38.34万 | 0.01% | 23,081 | 636 | 2.8% | $1.06万 | 加仓 |
| CSGP | COSTAR GROUP INC | $38.22万 | 0.01% | 13,494 | -4,802 | -26.2% | -$13.60万 | 减仓 |
| MMM | 3M CO | $36.90万 | 0.01% | 2,279 | 8 | 0.4% | $1,295 | 加仓 |
| ADI | ANALOG DEVICES INC | $36.78万 | 0.01% | 926 | 200 | 27.5% | $7.94万 | 加仓 |
| SPGI | S&P GLOBAL INC | $36.62万 | 0.01% | 899 | -69 | -7.1% | -$2.81万 | 减仓 |
| FAST | FASTENAL CO | $36.25万 | 0.01% | 7,548 | -3 | -0.0% | -$144 | 减仓 |
| VGT | VANGUARD WORLD FD | $36.05万 | 0.01% | 3,017 | 3,017 | — | $36.05万 | 新建仓 |
| ECL | ECOLAB INC | $35.83万 | 0.01% | 1,286 | 22 | 1.7% | $6,129 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $35.77万 | 0.01% | 13,155 | -31,203 | -70.3% | -$84.84万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.32万 | 0.01% | 2,790 | 2,790 | — | $35.32万 | 新建仓 |
| AMLP | ALPS ETF TR | $35.26万 | 0.01% | 6,800 | 14 | 0.2% | $726 | 加仓 |
| MSTR | STRATEGY INC | $34.70万 | 0.01% | 3,992 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $34.67万 | 0.01% | 9,595 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.55万 | 0.01% | 6,774 | -43 | -0.6% | -$2,193 | 减仓 |
| SHOP | SHOPIFY INC | $34.25万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $34.04万 | 0.01% | 519 | 519 | — | $34.04万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $34.03万 | 0.01% | 13,095 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $33.94万 | 0.01% | 3,746 | 384 | 11.4% | $3.48万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.31万 | 0.01% | 4,215 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $32.98万 | 0.01% | 4,253 | -228 | -5.1% | -$1.77万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $32.95万 | 0.01% | 24,928 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $32.87万 | 0.01% | 2,056 | -82 | -3.8% | -$1.31万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $32.01万 | 0.01% | 10,012 | -226 | -2.2% | -$7,225 | 减仓 |
| PYLD | PIMCO ETF TR | $31.66万 | 0.01% | 11,939 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $31.41万 | 0.01% | 6,607 | 4 | 0.1% | $190 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $31.13万 | 0.01% | 28,327 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $30.40万 | 0.01% | 13,607 | 13,607 | — | $30.40万 | 新建仓 |
| DOW | DOW HLDGS INC | $30.35万 | 0.01% | 11,092 | -9,645 | -46.5% | -$26.39万 | 减仓 |