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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3.70亿 | 14.89% | 999,186 | -425 | -0.0% | -$15.73万 | 减仓 |
| IVV | ISHARES TR | $1.93亿 | 7.79% | 296,082 | 7,191 | 2.5% | $469.72万 | 加仓 |
| GOOG | ALPHABET INC | $1.10亿 | 4.42% | 382,442 | -8,847 | -2.3% | -$253.79万 | 减仓 |
| IEFA | ISHARES TR | $9,952.65万 | 4.01% | 1,099,376 | 52,746 | 5.0% | $477.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8,933.07万 | 3.60% | 1,576,054 | 64,995 | 4.3% | $368.39万 | 加仓 |
| MOAT | VANECK ETF TRUST | $7,188.79万 | 2.89% | 743,411 | -17,115 | -2.3% | -$165.50万 | 减仓 |
| AAPL | APPLE INC | $7,091.74万 | 2.86% | 279,434 | -3,488 | -1.2% | -$88.52万 | 减仓 |
| AMZN | AMAZON COM INC | $6,023.67万 | 2.43% | 289,224 | -1,723 | -0.6% | -$35.88万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,744.53万 | 2.31% | 459,085 | -8,256 | -1.8% | -$103.31万 | 减仓 |
| IEMG | ISHARES INC | $5,388.90万 | 2.17% | 772,603 | 125,486 | 19.4% | $875.26万 | 加仓 |
| IWR | ISHARES TR | $5,384.63万 | 2.17% | 553,804 | 35,791 | 6.9% | $348.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,046.10万 | 2.03% | 105,303 | -563 | -0.5% | -$26.98万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $4,418.57万 | 1.78% | 1,024,477 | 14,704 | 1.5% | $63.42万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $3,844.64万 | 1.55% | 515,730 | 26,790 | 5.5% | $199.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,691.79万 | 1.49% | 181,477 | -798 | -0.4% | -$16.23万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3,481.13万 | 1.40% | 758,912 | -16,599 | -2.1% | -$76.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,364.86万 | 1.35% | 192,939 | 303 | 0.2% | $5.28万 | 加仓 |
| IWM | ISHARES TR | $3,176.80万 | 1.28% | 128,097 | -1,363 | -1.1% | -$33.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,065.97万 | 1.23% | 347,773 | 5,875 | 1.7% | $51.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,926.05万 | 1.18% | 99,471 | 417 | 0.4% | $12.27万 | 加仓 |
| APH | AMPHENOL CORP | $2,131.81万 | 0.86% | 168,723 | -4,997 | -2.9% | -$63.14万 | 减仓 |
| CMF | ISHARES TR | $2,028.38万 | 0.82% | 356,732 | -10,551 | -2.9% | -$59.99万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,836.46万 | 0.74% | 195,410 | 2,574 | 1.3% | $24.19万 | 加仓 |
| IWF | ISHARES TR | $1,817.63万 | 0.73% | 42,627 | -5,635 | -11.7% | -$240.28万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $1,756.86万 | 0.71% | 406,680 | 35,056 | 9.4% | $151.44万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,712.16万 | 0.69% | 238,032 | 7,345 | 3.2% | $52.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,672.34万 | 0.67% | 33,470 | -1,194 | -3.4% | -$59.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,640.21万 | 0.66% | 85,463 | 971 | 1.1% | $18.64万 | 加仓 |
| AGG | ISHARES TR | $1,606.03万 | 0.65% | 161,784 | 12,492 | 8.4% | $124.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,520.70万 | 0.61% | 91,974 | -85 | -0.1% | -$1.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,426.69万 | 0.57% | 14,318 | -107 | -0.7% | -$10.66万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $1,419.88万 | 0.57% | 295,377 | -114,016 | -27.9% | -$548.07万 | 减仓 |
| AGGY | WISDOMTREE TR | $1,393.00万 | 0.56% | 320,599 | 10,464 | 3.4% | $45.47万 | 加仓 |
| IEF | ISHARES TR | $1,326.01万 | 0.53% | 138,936 | 12,641 | 10.0% | $120.65万 | 加仓 |
| COR | CENCORA INC | $1,290.14万 | 0.52% | 41,069 | -1,885 | -4.4% | -$59.22万 | 减仓 |
| INFL | LISTED FDS TR | $1,283.21万 | 0.52% | 246,486 | 22,142 | 9.9% | $115.27万 | 加仓 |
| META | META PLATFORMS INC | $1,234.89万 | 0.50% | 21,584 | -33 | -0.2% | -$1.89万 | 减仓 |
| ITOT | ISHARES TR | $1,199.35万 | 0.48% | 84,206 | -7,869 | -8.5% | -$112.08万 | 减仓 |
| XYLD | GLOBAL X FDS | $1,185.48万 | 0.48% | 302,959 | 3,551 | 1.2% | $13.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,184.92万 | 0.48% | 34,668 | 15 | 0.0% | $5,127 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $1,153.14万 | 0.46% | 232,958 | 6,130 | 2.7% | $30.34万 | 加仓 |
| GOOGL | ALPHABET INC | $1,123.81万 | 0.45% | 39,081 | 339 | 0.9% | $9.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,120.77万 | 0.45% | 45,850 | 98 | 0.2% | $2.40万 | 加仓 |
| LOW | LOWES COS INC | $1,038.15万 | 0.42% | 43,937 | -184 | -0.4% | -$4.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,015.82万 | 0.41% | 15,620 | -421 | -2.6% | -$27.38万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,002.75万 | 0.40% | 127,479 | 51 | 0.0% | $4,012 | 加仓 |
| SGOV | ISHARES TR | $958.33万 | 0.39% | 95,205 | 23,628 | 33.0% | $237.84万 | 加仓 |
| DGRO | ISHARES TR | $947.97万 | 0.38% | 135,076 | 55,952 | 70.7% | $392.67万 | 加仓 |
| QUAL | ISHARES TR | $945.98万 | 0.38% | 49,319 | -3,457 | -6.6% | -$66.31万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $905.44万 | 0.36% | 379,319 | 50,378 | 15.3% | $120.25万 | 加仓 |
| ASML | ASML HLDG NV | $856.16万 | 0.34% | 6,482 | -1 | -0.0% | -$1,321 | 减仓 |
| IWP | ISHARES TR | $847.56万 | 0.34% | 66,154 | 913 | 1.4% | $11.70万 | 加仓 |
| QCOM | QUALCOMM INC | $818.01万 | 0.33% | 63,520 | -3,856 | -5.7% | -$49.66万 | 减仓 |
| CMDY | ISHARES U S ETF TR | $791.47万 | 0.32% | 133,199 | 120,552 | 953.2% | $716.32万 | 加仓 |
| — | EXXON MOBIL CORP | $788.34万 | 0.32% | 46,466 | -1,611 | -3.4% | -$27.33万 | 减仓 |
| DIS | DISNEY WALT CO | $783.55万 | 0.32% | 81,298 | 2,524 | 3.2% | $24.33万 | 加仓 |
| IVW | ISHARES TR | $752.24万 | 0.30% | 66,505 | 5,189 | 8.5% | $58.69万 | 加仓 |
| CME | CME GROUP INC | $737.83万 | 0.30% | 24,981 | -2,790 | -10.0% | -$82.40万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $737.22万 | 0.30% | 111,514 | -138,457 | -55.4% | -$915.34万 | 减仓 |
| SHYD | VANECK ETF TRUST | $723.56万 | 0.29% | 319,311 | 11,554 | 3.8% | $26.18万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $694.90万 | 0.28% | 6,356 | -23 | -0.4% | -$2.51万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $687.16万 | 0.28% | 142,741 | 11,371 | 8.7% | $54.74万 | 加仓 |
| LQD | ISHARES TR | $684.24万 | 0.28% | 62,780 | -1,675 | -2.6% | -$18.26万 | 减仓 |
| IJR | ISHARES TR | $647.11万 | 0.26% | 52,056 | 44,072 | 552.0% | $547.86万 | 加仓 |
| BN | BROOKFIELD CORP | $641.25万 | 0.26% | 158,450 | -11,028 | -6.5% | -$44.63万 | 减仓 |
| WMT | WALMART INC | $635.53万 | 0.26% | 51,137 | 1,102 | 2.2% | $13.70万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $627.18万 | 0.25% | 13,061 | 40 | 0.3% | $1.92万 | 加仓 |
| V | VISA INC | $607.84万 | 0.24% | 20,111 | 3,122 | 18.4% | $94.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $599.52万 | 0.24% | 28,976 | -16,553 | -36.4% | -$342.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $588.05万 | 0.24% | 63,313 | -4,157 | -6.2% | -$38.61万 | 减仓 |
| LLY | ELI LILLY & CO | $583.76万 | 0.24% | 6,347 | 19 | 0.3% | $1.75万 | 加仓 |
| AVGO | BROADCOM INC | $578.39万 | 0.23% | 18,687 | 774 | 4.3% | $23.96万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $568.65万 | 0.23% | 150,279 | 217 | 0.1% | $8,211 | 加仓 |
| EFA | ISHARES TR | $547.50万 | 0.22% | 56,368 | 138 | 0.2% | $1.34万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $540.93万 | 0.22% | 205,835 | 205,835 | — | $540.93万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $530.76万 | 0.21% | 130,057 | 2,510 | 2.0% | $10.24万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $515.17万 | 0.21% | 128,343 | -200,913 | -61.0% | -$806.46万 | 减仓 |
| FTNT | FORTINET INC | $512.47万 | 0.21% | 62,710 | -736 | -1.2% | -$6.01万 | 减仓 |
| IVE | ISHARES TR | $494.83万 | 0.20% | 23,435 | 2,996 | 14.7% | $63.26万 | 加仓 |
| LIN | LINDE PLC | $484.39万 | 0.20% | 9,771 | -391 | -3.8% | -$19.38万 | 减仓 |
| AOR | ISHARES TR | $483.86万 | 0.19% | 75,192 | -1,379 | -1.8% | -$8.87万 | 减仓 |
| HD | HOME DEPOT INC | $478.32万 | 0.19% | 14,543 | 1,168 | 8.7% | $38.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $466.12万 | 0.19% | 37,964 | -353 | -0.9% | -$4.33万 | 减仓 |
| CTAS | CINTAS CORP | $444.76万 | 0.18% | 26,295 | -247 | -0.9% | -$4.18万 | 减仓 |
| APP | APPLOVIN CORP | $433.18万 | 0.17% | 10,884 | -50 | -0.5% | -$1.99万 | 减仓 |
| MUB | ISHARES TR | $429.88万 | 0.17% | 40,497 | 4,889 | 13.7% | $51.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $421.94万 | 0.17% | 164,561 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $404.20万 | 0.16% | 54,364 | 2,925 | 5.7% | $21.75万 | 加仓 |
| IDXX | IDEXX LABS INC | $401.81万 | 0.16% | 7,151 | -136 | -1.9% | -$7.64万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $383.78万 | 0.15% | 23,620 | 23,620 | — | $383.78万 | 新建仓 |
| IQLT | ISHARES TR | $378.90万 | 0.15% | 81,959 | -6,151 | -7.0% | -$28.44万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $376.92万 | 0.15% | 895 | -41 | -4.4% | -$17.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $372.96万 | 0.15% | 19,211 | -12,456 | -39.3% | -$241.82万 | 减仓 |
| ADBE | ADOBE INC | $367.27万 | 0.15% | 15,109 | 288 | 1.9% | $7.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $359.61万 | 0.14% | 40,542 | 2,747 | 7.3% | $24.37万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $359.51万 | 0.14% | 24,890 | 1,942 | 8.5% | $28.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.14% | 5 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $358.70万 | 0.14% | 36,461 | -139,652 | -79.3% | -$1,373.90万 | 减仓 |
| MELI | MERCADOLIBRE INC | $357.04万 | 0.14% | 2,065 | -113 | -5.2% | -$19.54万 | 减仓 |
| EFG | ISHARES TR | $348.14万 | 0.14% | 31,260 | 2,242 | 7.7% | $24.97万 | 加仓 |