Frank, Rimerman Advisors LLC
Palo Alto CA · SEC CIK 0001977560
$17.66亿2026Q2 申报市值
612持仓数
37.3%前十大占比 · 第一大 6.3%
55 / 49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
AMD 加仓+$441.26万
AMZN 加仓+$422.96万
TROW 新建仓+$391.64万
INTC 加仓+$320.37万
TDG 加仓+$215.39万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$896.09万
MSFT 减仓-$635.55万
CRWD 减仓-$242.14万
HD 减仓-$238.06万
PGR 减仓-$192.08万
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 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $38.16万 | 0.02% | 2,250 | 85 | 3.9% | $1.44万 | 加仓 |
| DHI | D R HORTON INC | $38.28万 | 0.02% | 2,350 | 162 | 7.4% | $2.64万 | 加仓 |
| IJR | ISHARES TR | $38.78万 | 0.02% | 2,614 | -1 | -0.0% | -$148 | 减仓 |
| TRMB | TRIMBLE INC | $39.72万 | 0.02% | 7,760 | 356 | 4.8% | $1.82万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $39.72万 | 0.02% | 8,857 | -241 | -2.6% | -$1.08万 | 减仓 |
| WAT | WATERS CORP | $40.43万 | 0.02% | 1,078 | 28 | 2.7% | $1.05万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $40.55万 | 0.02% | 1,420 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $40.77万 | 0.02% | 129,842 | -768 | -0.6% | -$2,412 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $40.78万 | 0.02% | 22,570 | 1,267 | 5.9% | $2.29万 | 加仓 |
| BWA | BORGWARNER INC | $40.85万 | 0.02% | 6,152 | 202 | 3.4% | $1.34万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $40.95万 | 0.02% | 3,507 | 448 | 14.6% | $5.23万 | 加仓 |
| MDB | MONGODB INC | $41.42万 | 0.02% | 1,233 | 12 | 1.0% | $4,031 | 加仓 |
| PCG | PG&E CORP | $41.59万 | 0.02% | 24,726 | 411 | 1.7% | $6,913 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $41.70万 | 0.02% | 9,657 | -1,115 | -10.4% | -$4.81万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $41.88万 | 0.02% | 2,287 | 1 | 0.0% | $183 | 加仓 |
| ADC | AGREE RLTY CORP | $42.25万 | 0.02% | 5,578 | 408 | 7.9% | $3.09万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $42.61万 | 0.02% | 14,529 | -1,007 | -6.5% | -$2.95万 | 减仓 |
| HRB | BLOCK H & R INC | $42.62万 | 0.02% | 11,192 | 11,192 | — | $42.62万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $43.01万 | 0.02% | 8,180 | 8,180 | — | $43.01万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $43.13万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $43.26万 | 0.02% | 6,588 | 173 | 2.7% | $1.14万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $43.50万 | 0.02% | 12,726 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $43.84万 | 0.02% | 6,660 | 120 | 1.8% | $7,898 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $44.07万 | 0.02% | 32,811 | -405 | -1.2% | -$5,439 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $44.09万 | 0.02% | 4,545 | -10 | -0.2% | -$970 | 减仓 |
| CCL | CARNIVAL CORP LTD | $44.30万 | 0.03% | 15,506 | 15,506 | — | $44.30万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.34万 | 0.03% | 1,526 | 155 | 11.3% | $4.50万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $44.42万 | 0.03% | 11,149 | 335 | 3.1% | $1.33万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $44.57万 | 0.03% | 2,914 | -8 | -0.3% | -$1,224 | 减仓 |
| OEF | ISHARES TR | $44.86万 | 0.03% | 1,226 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $45.18万 | 0.03% | 2,610 | 18 | 0.7% | $3,116 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.19万 | 0.03% | 6,161 | 110 | 1.8% | $8,068 | 加仓 |
| VLTO | VERALTO CORP | $45.63万 | 0.03% | 5,145 | -10 | -0.2% | -$887 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $46.04万 | 0.03% | 5,807 | 26 | 0.4% | $2,062 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.21万 | 0.03% | 6,049 | 37 | 0.6% | $2,827 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $46.50万 | 0.03% | 364 | -9 | -2.4% | -$1.15万 | 减仓 |
| HAL | HALLIBURTON CO | $46.97万 | 0.03% | 13,836 | 957 | 7.4% | $3.25万 | 加仓 |
| TWLO | TWILIO INC | $46.98万 | 0.03% | 2,277 | 2,277 | — | $46.98万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $47.61万 | 0.03% | 1,037 | -349 | -25.2% | -$16.02万 | 减仓 |
| SRE | SEMPRA | $47.63万 | 0.03% | 5,137 | 134 | 2.7% | $1.24万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $48.93万 | 0.03% | 4,136 | 432 | 11.7% | $5.11万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $48.94万 | 0.03% | 3,234 | -96 | -2.9% | -$1.45万 | 减仓 |
| VGT | VANGUARD WORLD FD | $48.96万 | 0.03% | 4,096 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $48.98万 | 0.03% | 4,286 | -2,403 | -35.9% | -$27.46万 | 减仓 |
| ABNB | AIRBNB INC | $49.04万 | 0.03% | 3,427 | -79 | -2.3% | -$1.13万 | 减仓 |
| VMC | VULCAN MATLS CO | $49.06万 | 0.03% | 1,663 | 11 | 0.7% | $3,245 | 加仓 |
| FFIV | F5 INC | $49.08万 | 0.03% | 1,180 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $49.33万 | 0.03% | 1,242 | -192 | -13.4% | -$7.63万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $50.32万 | 0.03% | 8,002 | 1,877 | 30.6% | $11.80万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $50.91万 | 0.03% | 1,267 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.97万 | 0.03% | 2,154 | -1,486 | -40.8% | -$35.17万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.25万 | 0.03% | 1,748 | 17 | 1.0% | $4,984 | 加仓 |
| MRP | MILLROSE PPTYS INC | $51.36万 | 0.03% | 17,090 | -457 | -2.6% | -$1.37万 | 重新持有 |
| OKTA | OKTA INC | $51.61万 | 0.03% | 3,782 | -824 | -17.9% | -$11.24万 | 重新持有 |
| HSY | HERSHEY CO | $51.85万 | 0.03% | 2,955 | 6 | 0.2% | $1,053 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.92万 | 0.03% | 3,115 | -2,879 | -48.0% | -$47.98万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $52.08万 | 0.03% | 781 | -25 | -3.1% | -$1.67万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $52.21万 | 0.03% | 9,262 | 18 | 0.2% | $1,015 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $52.22万 | 0.03% | 2,089 | 39 | 1.9% | $9,749 | 加仓 |
| PNR | PENTAIR PLC | $52.29万 | 0.03% | 6,821 | 195 | 2.9% | $1.49万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $52.74万 | 0.03% | 4,013 | 4,013 | — | $52.74万 | 新建仓 |
| BIO | BIO RAD LABS INC | $52.91万 | 0.03% | 1,802 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $53.19万 | 0.03% | 6,953 | 759 | 12.3% | $5.81万 | 加仓 |
| ENB | ENBRIDGE INC | $53.62万 | 0.03% | 9,892 | 1,371 | 16.1% | $7.43万 | 加仓 |
| PSA | PUBLIC STORAGE | $53.67万 | 0.03% | 1,686 | 12 | 0.7% | $3,820 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $54.19万 | 0.03% | 11,158 | -44 | -0.4% | -$2,137 | 减仓 |
| CNI | CANADIAN NATL RY CO | $54.19万 | 0.03% | 4,545 | 137 | 3.1% | $1.63万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $54.36万 | 0.03% | 16,610 | -1,593 | -8.8% | -$5.21万 | 减仓 |
| WDAY | WORKDAY INC | $54.38万 | 0.03% | 4,442 | 3,086 | 227.6% | $37.78万 | 重新持有 |
| ECL | ECOLAB INC | $54.52万 | 0.03% | 1,957 | -19 | -1.0% | -$5,294 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $54.71万 | 0.03% | 5,456 | -9,230 | -62.8% | -$92.56万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $54.79万 | 0.03% | 950 | 14 | 1.5% | $8,074 | 加仓 |
| DG | DOLLAR GEN CORP | $55.05万 | 0.03% | 4,782 | 154 | 3.3% | $1.77万 | 加仓 |
| DOV | DOVER CORP | $55.06万 | 0.03% | 2,455 | 16 | 0.7% | $3,588 | 加仓 |
| CMCSA | COMCAST CORP NEW | $55.07万 | 0.03% | 22,431 | 794 | 3.7% | $1.95万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $55.28万 | 0.03% | 2,327 | 909 | 64.1% | $21.59万 | 加仓 |
| BLK | BLACKROCK INC | $55.39万 | 0.03% | 576 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $55.63万 | 0.03% | 6,854 | 289 | 4.4% | $2.35万 | 加仓 |
| EWT | ISHARES INC | $55.74万 | 0.03% | 5,132 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $56.21万 | 0.03% | 9,307 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $56.57万 | 0.03% | 4,200 | 240 | 6.1% | $3.23万 | 加仓 |
| CUBE | CUBESMART | $57.48万 | 0.03% | 14,453 | 5,463 | 60.8% | $21.73万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $57.54万 | 0.03% | 6,086 | 6,086 | — | $57.54万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $58.00万 | 0.03% | 6,412 | -107 | -1.6% | -$9,679 | 减仓 |
| XYZ | BLOCK INC | $58.15万 | 0.03% | 7,651 | 6 | 0.1% | $456 | 加仓 |
| AME | AMETEK INC | $58.31万 | 0.03% | 2,410 | 23 | 1.0% | $5,565 | 加仓 |
| TW | TRADEWEB MKTS INC | $58.72万 | 0.03% | 5,892 | -162 | -2.7% | -$1.61万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $58.74万 | 0.03% | 26,269 | -8,762 | -25.0% | -$19.59万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $58.81万 | 0.03% | 3,601 | 86 | 2.4% | $1.40万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $58.83万 | 0.03% | 10,493 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $58.91万 | 0.03% | 7,190 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $59.13万 | 0.03% | 2,145 | 193 | 9.9% | $5.32万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $59.59万 | 0.03% | 24,017 | 539 | 2.3% | $1.34万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $59.67万 | 0.03% | 6,543 | 950 | 17.0% | $8.66万 | 加仓 |
| INTU | INTUIT | $59.85万 | 0.03% | 2,293 | -963 | -29.6% | -$25.13万 | 减仓 |
| DBEF | DBX ETF TR | $60.10万 | 0.03% | 11,002 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $60.21万 | 0.03% | 1,109 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $60.21万 | 0.03% | 649 | 47 | 7.8% | $4.36万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $60.54万 | 0.03% | 6,916 | 210 | 3.1% | $1.84万 | 加仓 |
| NOK | NOKIA CORP | $61.43万 | 0.03% | 46,258 | 3,506 | 8.2% | $4.66万 | 加仓 |