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 |
|---|---|---|---|---|---|---|---|---|
| MP | MP MATERIALS CORP | $22.98万 | 0.02% | 4,761 | 798 | 20.1% | $3.85万 | 加仓 |
| ZS | ZSCALER INC | $22.98万 | 0.02% | 1,638 | 31 | 1.9% | $4,349 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $23.01万 | 0.02% | 388 | 388 | — | $23.01万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $23.24万 | 0.02% | 3,354 | 9 | 0.3% | $624 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $23.40万 | 0.02% | 1,786 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $23.44万 | 0.02% | 1,992 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $23.57万 | 0.02% | 2,548 | -2,439 | -48.9% | -$22.56万 | 减仓 |
| L | LOEWS CORP | $23.59万 | 0.02% | 2,210 | -4 | -0.2% | -$427 | 减仓 |
| RL | RALPH LAUREN CORP | $23.70万 | 0.02% | 689 | 3 | 0.4% | $1,032 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $24.12万 | 0.02% | 1,271 | 163 | 14.7% | $3.09万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $24.14万 | 0.02% | 2,045 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $24.42万 | 0.02% | 12,713 | 1,616 | 14.6% | $3.10万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $24.55万 | 0.02% | 25,895 | -19,996 | -43.6% | -$18.96万 | 减仓 |
| TRP | TC ENERGY CORP | $24.60万 | 0.02% | 3,930 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $24.64万 | 0.02% | 4,614 | -292 | -6.0% | -$1.56万 | 减仓 |
| MSTR | STRATEGY INC | $24.95万 | 0.02% | 1,999 | 607 | 43.6% | $7.58万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $24.98万 | 0.02% | 1,082 | -13 | -1.2% | -$3,002 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.03万 | 0.02% | 1,507 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $25.11万 | 0.02% | 2,101 | -2,468 | -54.0% | -$29.49万 | 减仓 |
| UI | UBIQUITI INC | $25.45万 | 0.02% | 322 | 6 | 1.9% | $4,742 | 重新持有 |
| SLF | SUN LIFE FINANCIAL INC. | $25.56万 | 0.02% | 4,086 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $25.86万 | 0.02% | 1,274 | 1,274 | — | $25.86万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $26.01万 | 0.02% | 8,634 | -96 | -1.1% | -$2,892 | 减仓 |
| APA | APA CORPORATION | $26.02万 | 0.02% | 6,130 | 6,130 | — | $26.02万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $26.05万 | 0.02% | 13,544 | -7,853 | -36.7% | -$15.10万 | 减仓 |
| ALAB | ASTERA LABS INC | $26.10万 | 0.02% | 2,381 | 8 | 0.3% | $877 | 加仓 |
| EXEL | EXELIXIS INC | $26.17万 | 0.02% | 6,101 | 33 | 0.5% | $1,415 | 加仓 |
| M | MACYS INC | $26.22万 | 0.02% | 14,495 | -36 | -0.2% | -$651 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $26.24万 | 0.02% | 4,973 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $26.39万 | 0.02% | 7,962 | 573 | 7.8% | $1.90万 | 加仓 |
| STIP | ISHARES TR | $26.68万 | 0.02% | 2,580 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $26.71万 | 0.02% | 703 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $27.10万 | 0.02% | 2,922 | 33 | 1.1% | $3,061 | 加仓 |
| STT | STATE STR CORP | $27.40万 | 0.02% | 2,165 | 34 | 1.6% | $4,303 | 加仓 |
| INSM | INSMED INC | $27.75万 | 0.02% | 1,697 | 1,697 | — | $27.75万 | 新建仓 |
| XP | XP INC | $27.81万 | 0.02% | 14,606 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $28.24万 | 0.02% | 6,121 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $28.48万 | 0.02% | 1,011 | 156 | 18.2% | $4.39万 | 加仓 |
| APTV | APTIV PLC | $28.51万 | 0.02% | 4,105 | 68 | 1.7% | $4,722 | 加仓 |
| STLD | STEEL DYNAMICS INC | $28.51万 | 0.02% | 1,584 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $28.69万 | 0.02% | 3,508 | -675 | -16.1% | -$5.52万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $28.69万 | 0.02% | 1,667 | -227 | -12.0% | -$3.91万 | 减仓 |
| NICE | NICE LTD | $28.70万 | 0.02% | 2,603 | 189 | 7.8% | $2.08万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $28.71万 | 0.02% | 3,429 | 93 | 2.8% | $7,787 | 加仓 |
| TSN | TYSON FOODS INC | $29.50万 | 0.02% | 4,605 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $29.52万 | 0.02% | 4,990 | 201 | 4.2% | $1.19万 | 加仓 |
| SYY | SYSCO CORP | $29.52万 | 0.02% | 4,138 | 24 | 0.6% | $1,712 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $29.54万 | 0.02% | 1,420 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $29.56万 | 0.02% | 3,970 | 1,604 | 67.8% | $11.94万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $29.61万 | 0.02% | 58,865 | -1,225 | -2.0% | -$6,162 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $29.68万 | 0.02% | 6,085 | 441 | 7.8% | $2.15万 | 加仓 |
| QUAL | ISHARES TR | $29.75万 | 0.02% | 1,551 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $29.89万 | 0.02% | 1,221 | -1 | -0.1% | -$245 | 减仓 |
| CAH | CARDINAL HEALTH INC | $29.96万 | 0.02% | 1,418 | 10 | 0.7% | $2,113 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.97万 | 0.02% | 2,216 | 10 | 0.5% | $1,352 | 加仓 |
| IDXX | IDEXX LABS INC | $30.00万 | 0.02% | 534 | -461 | -46.3% | -$25.90万 | 减仓 |
| DHI | D R HORTON INC | $30.02万 | 0.02% | 2,188 | -33 | -1.5% | -$4,528 | 减仓 |
| FSLR | FIRST SOLAR INC | $30.04万 | 0.02% | 1,523 | -25 | -1.6% | -$4,932 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $30.57万 | 0.02% | 2,038 | -376 | -15.6% | -$5.64万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $30.59万 | 0.02% | 6,079 | -17 | -0.3% | -$855 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $30.83万 | 0.02% | 2,776 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $30.97万 | 0.02% | 5,437 | -6,989 | -56.2% | -$39.82万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.13万 | 0.02% | 10,688 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $31.25万 | 0.02% | 12,075 | 12,075 | — | $31.25万 | 新建仓 |
| WAT | WATERS CORP | $31.27万 | 0.02% | 1,050 | 405 | 62.8% | $12.06万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.47万 | 0.02% | 1,349 | -8 | -0.6% | -$1,866 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $31.60万 | 0.02% | 12,553 | 12,553 | — | $31.60万 | 新建仓 |
| RBLX | ROBLOX CORP | $31.63万 | 0.02% | 5,593 | 2,790 | 99.5% | $15.78万 | 加仓 |
| CLX | CLOROX CO DEL | $31.68万 | 0.02% | 3,057 | 557 | 22.3% | $5.77万 | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $31.72万 | 0.02% | 2,889 | -185 | -6.0% | -$2.03万 | 减仓 |
| CTVA | CORTEVA INC | $31.80万 | 0.02% | 3,799 | 11 | 0.3% | $921 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.81万 | 0.02% | 1,046 | 5 | 0.5% | $1,520 | 加仓 |
| NGG | NATIONAL GRID PLC | $32.16万 | 0.02% | 3,802 | 109 | 3.0% | $9,221 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $32.19万 | 0.02% | 2,070 | -20 | -1.0% | -$3,110 | 减仓 |
| BWA | BORGWARNER INC | $32.28万 | 0.02% | 5,950 | 46 | 0.8% | $2,496 | 加仓 |
| IJR | ISHARES TR | $32.50万 | 0.02% | 2,615 | -649 | -19.9% | -$8.07万 | 减仓 |
| MKL | MARKEL GROUP INC | $32.54万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $32.57万 | 0.02% | 29,611 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $32.60万 | 0.02% | 4,583 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $32.68万 | 0.02% | 6,187 | -3,219 | -34.2% | -$17.00万 | 减仓 |
| CUBE | CUBESMART | $32.95万 | 0.02% | 8,990 | 3,395 | 60.7% | $12.44万 | 加仓 |
| FOXA | FOX CORP | $33.05万 | 0.02% | 5,660 | -139 | -2.4% | -$8,118 | 减仓 |
| ACWX | ISHARES TR | $33.06万 | 0.02% | 4,829 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $33.09万 | 0.02% | 21,047 | -20,607 | -49.5% | -$32.39万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $33.62万 | 0.02% | 950 | 31 | 3.4% | $1.10万 | 加仓 |
| STM | STMICROELECTRONICS N V | $33.95万 | 0.02% | 9,826 | 677 | 7.4% | $2.34万 | 加仓 |
| LI | LI AUTO INC | $34.06万 | 0.02% | 19,105 | 19,105 | — | $34.06万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $34.07万 | 0.02% | 6,051 | 151 | 2.6% | $8,503 | 加仓 |
| FFIV | F5 INC | $34.14万 | 0.02% | 1,180 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $34.34万 | 0.02% | 4,555 | 10 | 0.2% | $754 | 加仓 |
| IR | INGERSOLL RAND INC | $34.36万 | 0.02% | 4,289 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $34.37万 | 0.02% | 42,752 | -386 | -0.9% | -$3,103 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $34.59万 | 0.02% | 2,592 | -41 | -1.6% | -$5,472 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $34.86万 | 0.02% | 2,286 | 2,286 | — | $34.86万 | 新建仓 |
| XEL | XCEL ENERGY INC | $35.28万 | 0.02% | 4,441 | -666 | -13.0% | -$5.29万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $35.38万 | 0.02% | 15,536 | 58 | 0.4% | $1,321 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $35.41万 | 0.02% | 3,059 | 4 | 0.1% | $463 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.72万 | 0.02% | 512 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $35.75万 | 0.02% | 1,773 | -10 | -0.6% | -$2,016 | 减仓 |
| MGA | MAGNA INTL INC | $35.80万 | 0.02% | 6,415 | 0 | 0.0% | — | 不变 |