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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $26.13万 | 0.01% | 4,834 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $26.01万 | 0.01% | 3,002 | 60 | 2.0% | $5,199 | 加仓 |
| MO | ALTRIA GROUP INC | $25.84万 | 0.01% | 3,916 | -294 | -7.0% | -$1.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.99万 | 0.01% | 6,430 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $24.86万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.58万 | 0.01% | 748 | 173 | 30.1% | $5.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.50万 | 0.01% | 3,444 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $23.77万 | 0.01% | 7,331 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $23.35万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $23.29万 | 0.01% | 4,956 | 4,956 | — | $23.29万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.22万 | 0.01% | 520 | 5 | 1.0% | $2,233 | 加仓 |
| OEF | ISHARES TR | $23.22万 | 0.01% | 730 | -143 | -16.4% | -$4.55万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $23.12万 | 0.01% | 707 | 5 | 0.7% | $1,635 | 加仓 |
| SHYG | ISHARES TR | $23.11万 | 0.01% | 5,463 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $23.10万 | 0.01% | 726 | 726 | — | $23.10万 | 新建仓 |
| NKE | NIKE INC | $22.99万 | 0.01% | 4,353 | -126 | -2.8% | -$6,656 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $22.39万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $22.27万 | 0.01% | 2,716 | 155 | 6.1% | $1.27万 | 重新持有 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $22.26万 | 0.01% | 20,553 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.83万 | 0.01% | 1,667 | 1,667 | — | $21.83万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.05万 | 0.01% | 6,903 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $20.76万 | 0.01% | 3,686 | -95 | -2.5% | -$5,349 | 重新持有 |
| IGM | ISHARES TR | $20.55万 | 0.01% | 1,734 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $20.49万 | 0.01% | 839 | 839 | — | $20.49万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $19.83万 | 0.01% | 1,063 | -244 | -18.7% | -$4.55万 | 重新持有 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18.00万 | 0.01% | 12,605 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $17.59万 | 0.01% | 18,611 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $15.89万 | 0.01% | 10,928 | 10,928 | — | $15.89万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $15.54万 | 0.01% | 22,555 | 3,022 | 15.5% | $2.08万 | 加仓 |
| RC | READY CAPITAL CORP | $12.26万 | 0.00% | 75,652 | -4,025 | -5.1% | -$6,520 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $9.07万 | 0.00% | 20,202 | 0 | 0.0% | — | 不变 |
| IMSR | TERRESTRIAL ENERGY INC | $6.00万 | 0.00% | 10,000 | 10,000 | — | $6.00万 | 新建仓 |
| — | EAGLE POINT CREDIT COMPANY I | $5.77万 | 0.00% | 15,333 | 1,413 | 10.2% | $5,313 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.36万 | 0.00% | 11,000 | -1,000 | -8.3% | -$4,870 | 减仓 |
| — | HIGH TIDE INC | $2.75万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $2.37万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -61,964 | -100.0% | -$1,139.26万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -8,383 | -100.0% | -$58.18万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -6,250 | -100.0% | -$46.16万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,184 | -100.0% | -$40.07万 | 清仓 |
| TACK | CAPITOL SER TR | $0 | 0.00% | 0 | -10,729 | -100.0% | -$32.15万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -2,332 | -100.0% | -$30.06万 | 清仓 |
| JOET | VIRTUS ETF TR II | $0 | 0.00% | 0 | -7,047 | -100.0% | -$29.60万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -740 | -100.0% | -$25.94万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -10,120 | -100.0% | -$25.91万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$25.55万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -3,002 | -100.0% | -$24.41万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,560 | -100.0% | -$24.05万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -5,138 | -100.0% | -$23.91万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,124 | -100.0% | -$22.20万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -4,578 | -100.0% | -$20.22万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -10,126 | -100.0% | -$10.88万 | 清仓 |