Frank, Rimerman Advisors LLC
Palo Alto CA · SEC CIK 0001977560
$15.25亿2026Q1 申报市值
590持仓数
38.4%前十大占比 · 第一大 6.5%
37 / 45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
AZN 新建仓+$249.37万
PGR 加仓+$226.01万
BRK/B 加仓+$223.31万
SCHF 新建仓+$200.63万
PAYX 加仓+$195.98万
2026Q1 卖出最多 按季末市值估算
S 清仓-$237.98万
AZN 清仓-$231.37万
BABA 清仓-$204.70万
TDG 减仓-$169.21万
AMZN 减仓-$127.09万
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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -158,656 | -100.0% | -$237.98万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -12,584 | -100.0% | -$231.37万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -13,965 | -100.0% | -$204.70万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -49,856 | -100.0% | -$120.90万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -26,960 | -100.0% | -$112.42万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -21,426 | -100.0% | -$60.25万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -6,781 | -100.0% | -$56.28万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -8,328 | -100.0% | -$55.94万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,366 | -100.0% | -$52.80万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -5,356 | -100.0% | -$50.93万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,979 | -100.0% | -$49.93万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -10,266 | -100.0% | -$49.75万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -17,670 | -100.0% | -$49.10万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$45.61万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -5,093 | -100.0% | -$45.26万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6,426 | -100.0% | -$43.77万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -19,004 | -100.0% | -$43.56万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,975 | -100.0% | -$42.92万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,996 | -100.0% | -$39.91万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,134 | -100.0% | -$39.49万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -4,059 | -100.0% | -$37.46万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFSI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,316 | -100.0% | -$35.63万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -11,799 | -100.0% | -$34.78万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,014 | -100.0% | -$34.64万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$34.04万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -841 | -100.0% | -$33.75万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -9,296 | -100.0% | -$33.73万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,744 | -100.0% | -$32.03万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,412 | -100.0% | -$31.74万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,300 | -100.0% | -$28.38万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -785 | -100.0% | -$28.04万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -5,861 | -100.0% | -$26.90万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -4,193 | -100.0% | -$26.83万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,208 | -100.0% | -$25.41万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -2,895 | -100.0% | -$24.99万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,484 | -100.0% | -$24.83万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,458 | -100.0% | -$24.51万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -8,961 | -100.0% | -$23.80万 | 清仓 |
| ICL | ICL GROUP LTD | $0 | 0.00% | 0 | -40,362 | -100.0% | -$23.05万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -5,567 | -100.0% | -$21.48万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -507 | -100.0% | -$21.15万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -967 | -100.0% | -$20.98万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -6,580 | -100.0% | -$20.27万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -12,058 | -100.0% | -$15.51万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -24,298 | -100.0% | -$10.64万 | 清仓 |
| WIT | WIPRO LTD | $3.59万 | 0.00% | 16,916 | -470,937 | -96.5% | -$99.84万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $4.63万 | 0.00% | 10,003 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $4.97万 | 0.00% | 12,063 | 12,063 | — | $4.97万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.28万 | 0.00% | 11,058 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $6.75万 | 0.00% | 10,574 | 0 | 0.0% | — | 不变 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $8.56万 | 0.01% | 14,313 | 14,313 | — | $8.56万 | 新建仓 |
| — | LEGGETT & PLATT INC | $11.04万 | 0.01% | 11,169 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $13.37万 | 0.01% | 14,822 | -1,581 | -9.6% | -$1.43万 | 减仓 |
| SAN | BANCO SANTANDER SA | $13.92万 | 0.01% | 12,337 | 12,337 | — | $13.92万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $14.41万 | 0.01% | 39,366 | 39,366 | — | $14.41万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.39万 | 0.01% | 12,885 | 12,885 | — | $19.39万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $20.13万 | 0.01% | 791 | 791 | — | $20.13万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $20.20万 | 0.01% | 1,447 | 1,447 | — | $20.20万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $20.21万 | 0.01% | 2,735 | 2,735 | — | $20.21万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.41万 | 0.01% | 2,867 | -262 | -8.4% | -$1.86万 | 减仓 |
| PKG | PACKAGING CORP AMER | $20.59万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $20.62万 | 0.01% | 4,192 | -233 | -5.3% | -$1.15万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $20.76万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $21.07万 | 0.01% | 843 | 843 | — | $21.07万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.38万 | 0.01% | 7,677 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $21.40万 | 0.01% | 504 | 12 | 2.4% | $5,096 | 加仓 |
| PEGA | PEGASYSTEMS INC | $21.54万 | 0.01% | 5,062 | 19 | 0.4% | $809 | 加仓 |
| J | JACOBS SOLUTIONS INC | $21.60万 | 0.01% | 1,697 | 36 | 2.2% | $4,582 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $21.64万 | 0.01% | 3,467 | -213 | -5.8% | -$1.33万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $21.80万 | 0.01% | 417 | 2 | 0.5% | $1,045 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $21.81万 | 0.01% | 4,814 | -703 | -12.7% | -$3.18万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $21.90万 | 0.01% | 13,992 | 372 | 2.7% | $5,822 | 加仓 |
| GFI | GOLD FIELDS LTD | $22.00万 | 0.01% | 4,846 | 4,846 | — | $22.00万 | 新建仓 |
| RUN | SUNRUN INC | $22.00万 | 0.01% | 16,227 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $22.06万 | 0.01% | 880 | 880 | — | $22.06万 | 新建仓 |
| ALLE | ALLEGION PLC | $22.16万 | 0.01% | 1,525 | -3 | -0.2% | -$436 | 减仓 |
| INCY | INCYTE CORP | $22.31万 | 0.01% | 2,370 | -3 | -0.1% | -$282 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $22.35万 | 0.01% | 13,172 | 1,396 | 11.9% | $2.37万 | 加仓 |
| BRO | BROWN & BROWN INC | $22.44万 | 0.01% | 3,441 | 517 | 17.7% | $3.37万 | 加仓 |
| HEI | HEICO CORP NEW | $22.62万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $22.88万 | 0.02% | 21,303 | -1,043 | -4.7% | -$1.12万 | 减仓 |
| WEN | WENDYS CO | $22.92万 | 0.02% | 32,973 | 32,973 | — | $22.92万 | 新建仓 |
| CRWV | COREWEAVE INC | $22.95万 | 0.02% | 2,963 | 2,963 | — | $22.95万 | 新建仓 |
| ILMN | ILLUMINA INC | $22.96万 | 0.02% | 1,863 | -16 | -0.9% | -$1,972 | 减仓 |