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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3.70亿 | 13.31% | 992,430 | -6,756 | -0.7% | -$252.01万 | 减仓 |
| IVV | ISHARES TR | $2.25亿 | 8.09% | 300,496 | 4,414 | 1.5% | $330.56万 | 加仓 |
| GOOG | ALPHABET INC | $1.32亿 | 4.73% | 372,706 | -9,736 | -2.5% | -$344.00万 | 减仓 |
| IEFA | ISHARES TR | $1.15亿 | 4.13% | 1,189,720 | 90,344 | 8.2% | $872.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.06亿 | 3.80% | 182,059 | 582 | 0.3% | $33.81万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8,859.13万 | 3.18% | 1,568,542 | -7,512 | -0.5% | -$42.43万 | 减仓 |
| IEMG | ISHARES INC | $6,994.33万 | 2.51% | 844,318 | 71,715 | 9.3% | $594.09万 | 加仓 |
| AMZN | AMAZON COM INC | $6,711.85万 | 2.41% | 281,608 | -7,616 | -2.6% | -$181.52万 | 减仓 |
| IWR | ISHARES TR | $6,433.94万 | 2.31% | 583,207 | 29,403 | 5.3% | $324.37万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $6,328.65万 | 2.27% | 446,025 | -13,060 | -2.8% | -$185.31万 | 减仓 |
| AAPL | APPLE INC | $6,270.75万 | 2.25% | 216,711 | -62,723 | -22.4% | -$1,814.95万 | 减仓 |
| MOAT | VANECK ETF TRUST | $6,174.37万 | 2.22% | 593,918 | -149,493 | -20.1% | -$1,554.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,234.15万 | 1.88% | 104,602 | -701 | -0.7% | -$35.08万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $4,676.97万 | 1.68% | 512,488 | -3,242 | -0.6% | -$29.59万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,656.80万 | 1.67% | 1,018,994 | -5,483 | -0.5% | -$25.06万 | 减仓 |
| IWM | ISHARES TR | $4,540.30万 | 1.63% | 151,117 | 23,020 | 18.0% | $691.63万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4,122.40万 | 1.48% | 739,179 | -19,733 | -2.6% | -$110.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,840.27万 | 1.38% | 191,927 | -1,012 | -0.5% | -$20.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,204.72万 | 1.15% | 97,905 | -1,566 | -1.6% | -$51.26万 | 减仓 |
| APH | AMPHENOL CORP | $2,798.20万 | 1.01% | 158,700 | -10,023 | -5.9% | -$176.73万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,713.54万 | 0.98% | 359,362 | 11,589 | 3.3% | $87.51万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,478.33万 | 0.89% | 34,278 | -390 | -1.1% | -$28.20万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $2,227.68万 | 0.80% | 428,400 | 21,720 | 5.3% | $112.94万 | 加仓 |
| IWF | ISHARES TR | $1,956.89万 | 0.70% | 157,598 | -12,910 | -7.6% | -$160.30万 | 减仓 |
| CMF | ISHARES TR | $1,838.38万 | 0.66% | 318,941 | -37,791 | -10.6% | -$217.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,837.45万 | 0.66% | 254,636 | 16,604 | 7.0% | $119.81万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,822.15万 | 0.65% | 197,480 | 2,070 | 1.1% | $19.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,816.68万 | 0.65% | 85,382 | -81 | -0.1% | -$1.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,693.64万 | 0.61% | 32,976 | -494 | -1.5% | -$25.37万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $1,683.80万 | 0.61% | 593,307 | 387,472 | 188.2% | $1,099.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,649.57万 | 0.59% | 91,182 | -792 | -0.9% | -$14.33万 | 减仓 |
| AGG | ISHARES TR | $1,596.14万 | 0.57% | 161,259 | -525 | -0.3% | -$5.20万 | 减仓 |
| INFL | LISTED FDS TR | $1,586.40万 | 0.57% | 318,044 | 71,558 | 29.0% | $356.93万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $1,569.55万 | 0.56% | 284,185 | 150,986 | 113.4% | $833.90万 | 加仓 |
| AGGY | WISDOMTREE TR | $1,434.12万 | 0.52% | 329,835 | 9,236 | 2.9% | $40.16万 | 加仓 |
| ITOT | ISHARES TR | $1,368.93万 | 0.49% | 83,334 | -872 | -1.0% | -$14.32万 | 减仓 |
| GOOGL | ALPHABET INC | $1,339.92万 | 0.48% | 37,494 | -1,587 | -4.1% | -$56.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,269.38万 | 0.46% | 13,569 | -749 | -5.2% | -$70.07万 | 减仓 |
| IEF | ISHARES TR | $1,248.44万 | 0.45% | 132,012 | -6,924 | -5.0% | -$65.48万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $1,234.22万 | 0.44% | 233,578 | 620 | 0.3% | $3.28万 | 加仓 |
| XYLD | GLOBAL X FDS | $1,232.46万 | 0.44% | 302,148 | -811 | -0.3% | -$3.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,231.32万 | 0.44% | 16,489 | 869 | 5.6% | $64.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,196.85万 | 0.43% | 47,126 | 1,276 | 2.8% | $32.41万 | 加仓 |
| META | META PLATFORMS INC | $1,171.41万 | 0.42% | 20,796 | -788 | -3.7% | -$44.39万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $1,125.69万 | 0.40% | 290,275 | 290,275 | — | $1,125.69万 | 新建仓 |
| COR | CENCORA INC | $1,117.83万 | 0.40% | 39,502 | -1,567 | -3.8% | -$44.34万 | 减仓 |
| LQD | ISHARES TR | $1,095.52万 | 0.39% | 100,442 | 37,662 | 60.0% | $410.78万 | 加仓 |
| DGRO | ISHARES TR | $1,085.18万 | 0.39% | 143,182 | 8,106 | 6.0% | $61.44万 | 加仓 |
| ASML | ASML HLDG NV | $1,078.67万 | 0.39% | 5,422 | -1,060 | -16.4% | -$210.88万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,075.14万 | 0.39% | 124,078 | -3,401 | -2.7% | -$29.47万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $1,030.65万 | 0.37% | 197,518 | -97,859 | -33.1% | -$510.63万 | 减仓 |
| QUAL | ISHARES TR | $1,004.01万 | 0.36% | 45,755 | -3,564 | -7.2% | -$78.21万 | 减仓 |
| IWP | ISHARES TR | $971.36万 | 0.35% | 66,345 | 191 | 0.3% | $2.80万 | 加仓 |
| LOW | LOWES COS INC | $956.23万 | 0.34% | 43,369 | -568 | -1.3% | -$12.52万 | 减仓 |
| IVW | ISHARES TR | $951.44万 | 0.34% | 69,181 | 2,676 | 4.0% | $36.80万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $931.08万 | 0.33% | 379,879 | 560 | 0.1% | $1.37万 | 加仓 |
| QCOM | QUALCOMM INC | $916.98万 | 0.33% | 49,623 | -13,897 | -21.9% | -$256.80万 | 减仓 |
| FTNT | FORTINET INC | $916.90万 | 0.33% | 59,686 | -3,024 | -4.8% | -$46.45万 | 减仓 |
| IJR | ISHARES TR | $846.29万 | 0.30% | 57,062 | 5,006 | 9.6% | $74.24万 | 加仓 |
| AVGO | BROADCOM INC | $811.53万 | 0.29% | 21,483 | 2,796 | 15.0% | $105.62万 | 加仓 |
| SGOV | ISHARES TR | $762.28万 | 0.27% | 75,721 | -19,484 | -20.5% | -$196.14万 | 减仓 |
| DIS | DISNEY WALT CO | $751.71万 | 0.27% | 78,099 | -3,199 | -3.9% | -$30.79万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $732.80万 | 0.26% | 5,301 | -1,055 | -16.6% | -$145.84万 | 减仓 |
| SHYD | VANECK ETF TRUST | $724.53万 | 0.26% | 316,390 | -2,921 | -0.9% | -$6.69万 | 减仓 |
| V | VISA INC | $708.25万 | 0.25% | 20,643 | 532 | 2.6% | $18.25万 | 加仓 |
| LLY | ELI LILLY & CO | $703.96万 | 0.25% | 5,869 | -478 | -7.5% | -$57.33万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $672.16万 | 0.24% | 12,692 | -369 | -2.8% | -$19.54万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $664.31万 | 0.24% | 125,625 | -4,432 | -3.4% | -$23.44万 | 减仓 |
| BN | BROOKFIELD CORP | $653.44万 | 0.23% | 153,426 | -5,024 | -3.2% | -$21.40万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $638.91万 | 0.23% | 146,170 | 3,429 | 2.4% | $14.99万 | 加仓 |
| — | EXXON MOBIL CORP | $624.42万 | 0.22% | 45,672 | -794 | -1.7% | -$10.86万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $609.27万 | 0.22% | 35,865 | -2,099 | -5.5% | -$35.66万 | 减仓 |
| EFA | ISHARES TR | $583.53万 | 0.21% | 56,173 | -195 | -0.3% | -$2.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $582.33万 | 0.21% | 19,537 | 326 | 1.7% | $9.72万 | 加仓 |
| IVE | ISHARES TR | $568.01万 | 0.20% | 25,016 | 1,581 | 6.7% | $35.90万 | 加仓 |
| AOR | ISHARES TR | $550.82万 | 0.20% | 79,255 | 4,063 | 5.4% | $28.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $549.90万 | 0.20% | 149,591 | -688 | -0.5% | -$2.53万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $541.05万 | 0.19% | 61,644 | -1,669 | -2.6% | -$14.65万 | 减仓 |
| APP | APPLOVIN CORP | $535.01万 | 0.19% | 10,384 | -500 | -4.6% | -$25.76万 | 减仓 |
| BE | BLOOM ENERGY CORP | $529.73万 | 0.19% | 17,500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $526.25万 | 0.19% | 46,464 | -4,673 | -9.1% | -$52.93万 | 减仓 |
| CME | CME GROUP INC | $514.89万 | 0.19% | 23,316 | -1,665 | -6.7% | -$36.77万 | 减仓 |
| LIN | LINDE PLC | $508.91万 | 0.18% | 9,807 | 36 | 0.4% | $1.87万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $484.30万 | 0.17% | 164,561 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $476.91万 | 0.17% | 4,478 | 374 | 9.1% | $39.83万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $471.02万 | 0.17% | 26,426 | 4,051 | 18.1% | $72.20万 | 加仓 |
| EFV | ISHARES TR | $453.84万 | 0.16% | 59,286 | 4,922 | 9.1% | $37.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $442.51万 | 0.16% | 26,696 | -2,280 | -7.9% | -$37.79万 | 减仓 |
| HD | HOME DEPOT INC | $441.78万 | 0.16% | 12,526 | -2,017 | -13.9% | -$71.14万 | 减仓 |
| MUB | ISHARES TR | $436.41万 | 0.16% | 40,551 | 54 | 0.1% | $5,811 | 加仓 |
| MELI | MERCADOLIBRE INC | $434.02万 | 0.16% | 2,557 | 492 | 23.8% | $83.51万 | 加仓 |
| CTAS | CINTAS CORP | $433.28万 | 0.16% | 25,475 | -820 | -3.1% | -$13.95万 | 减仓 |
| EFG | ISHARES TR | $429.46万 | 0.15% | 34,517 | 3,257 | 10.4% | $40.52万 | 加仓 |
| DHR | DANAHER CORP DEL | $429.39万 | 0.15% | 22,542 | 6,888 | 44.0% | $131.21万 | 加仓 |
| IWO | ISHARES TR | $429.06万 | 0.15% | 10,891 | 792 | 7.8% | $31.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $412.45万 | 0.15% | 5,601 | -68 | -1.2% | -$5.01万 | 减仓 |
| NFLX | NETFLIX INC. | $412.39万 | 0.15% | 57,758 | 45,142 | 357.8% | $322.31万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $409.65万 | 0.15% | 76,313 | -35,201 | -31.6% | -$188.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $402.67万 | 0.14% | 9,688 | -140 | -1.4% | -$5.82万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $401.12万 | 0.14% | 41,597 | 1,055 | 2.6% | $10.17万 | 加仓 |