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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $55.39万 | 0.04% | 576 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $55.46万 | 0.04% | 5,853 | 1,899 | 48.0% | $17.99万 | 加仓 |
| VRSN | VERISIGN INC | $56.23万 | 0.04% | 2,264 | -353 | -13.5% | -$8.77万 | 减仓 |
| EBAY | EBAY INC. | $56.82万 | 0.04% | 6,243 | 220 | 3.7% | $2.00万 | 加仓 |
| NTAP | NETAPP INC | $57.11万 | 0.04% | 5,578 | 131 | 2.4% | $1.34万 | 加仓 |
| RMD | RESMED INC | $57.35万 | 0.04% | 2,555 | 38 | 1.5% | $8,530 | 加仓 |
| PNR | PENTAIR PLC | $57.72万 | 0.04% | 6,626 | -84 | -1.3% | -$7,317 | 减仓 |
| JBL | JABIL INC | $58.12万 | 0.04% | 2,188 | 17 | 0.8% | $4,516 | 加仓 |
| BP | BP PLC | $59.25万 | 0.04% | 12,607 | 216 | 1.7% | $1.02万 | 加仓 |
| EOG | EOG RES INC | $59.56万 | 0.04% | 4,120 | 1,488 | 56.5% | $21.51万 | 加仓 |
| HSY | HERSHEY CO | $61.31万 | 0.04% | 2,949 | 3 | 0.1% | $624 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $62.05万 | 0.04% | 33,216 | 312 | 0.9% | $5,828 | 加仓 |
| GWW | WW GRAINGER INC | $62.07万 | 0.04% | 569 | 7 | 1.2% | $7,636 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $62.09万 | 0.04% | 2,984 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $62.12万 | 0.04% | 21,637 | 1,942 | 9.9% | $5.58万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $62.29万 | 0.04% | 23,478 | 114 | 0.5% | $3,024 | 加仓 |
| EPR | EPR PPTYS | $62.46万 | 0.04% | 12,502 | -289 | -2.3% | -$1.44万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $62.77万 | 0.04% | 1,945 | 1,945 | — | $62.77万 | 新建仓 |
| TER | TERADYNE INC | $63.32万 | 0.04% | 2,136 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $63.36万 | 0.04% | 8,505 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $64.98万 | 0.04% | 8,287 | -10,450 | -55.8% | -$81.94万 | 减仓 |
| PDD | PDD HOLDINGS INC | $64.99万 | 0.04% | 6,360 | 2,353 | 58.7% | $24.04万 | 加仓 |
| HRL | HORMEL FOODS CORP | $65.18万 | 0.04% | 28,775 | -1,334 | -4.4% | -$3.02万 | 减仓 |
| F | FORD MTR CO | $65.31万 | 0.04% | 56,594 | -72 | -0.1% | -$831 | 减仓 |
| VLO | VALERO ENERGY CORP | $65.40万 | 0.04% | 2,647 | -1 | -0.0% | -$247 | 减仓 |
| CTAS | CINTAS CORP | $65.88万 | 0.04% | 3,895 | 298 | 8.3% | $5.04万 | 加仓 |
| TFSL | TFS FINL CORP | $66.13万 | 0.04% | 47,067 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $66.36万 | 0.04% | 24,166 | 2,721 | 12.7% | $7.47万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $66.50万 | 0.04% | 9,587 | 322 | 3.5% | $2.23万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $67.21万 | 0.04% | 1,386 | 633 | 84.1% | $30.69万 | 重新持有 |
| IWM | ISHARES TR | $67.75万 | 0.04% | 2,732 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $68.38万 | 0.04% | 3,314 | 441 | 15.3% | $9.10万 | 加仓 |
| LAZ | LAZARD INC | $68.56万 | 0.04% | 16,140 | 61 | 0.4% | $2,591 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $68.73万 | 0.05% | 7,125 | 2,204 | 44.8% | $21.26万 | 重新持有 |
| SWKS | SKYWORKS SOLUTIONS INC | $70.12万 | 0.05% | 13,094 | 4,347 | 49.7% | $23.28万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $70.14万 | 0.05% | 3,546 | -142 | -3.9% | -$2.81万 | 减仓 |
| EMR | EMERSON ELEC CO | $70.75万 | 0.05% | 5,400 | 50 | 0.9% | $6,551 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $70.80万 | 0.05% | 2,467 | 3 | 0.1% | $861 | 加仓 |
| PII | POLARIS INC | $71.08万 | 0.05% | 13,043 | 422 | 3.3% | $2.30万 | 加仓 |
| TW | TRADEWEB MKTS INC | $71.23万 | 0.05% | 6,054 | -1,819 | -23.1% | -$21.40万 | 减仓 |
| NTES | NETEASE COM INC | $71.24万 | 0.05% | 6,364 | -77 | -1.2% | -$8,619 | 减仓 |
| PL | PLANET LABS PBC | $71.38万 | 0.05% | 25,537 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $71.68万 | 0.05% | 1,613 | -1 | -0.1% | -$444 | 减仓 |
| VST | VISTRA CORP | $71.78万 | 0.05% | 4,775 | 20 | 0.4% | $3,007 | 加仓 |
| PSX | PHILLIPS 66 | $71.85万 | 0.05% | 3,944 | 11 | 0.3% | $2,004 | 加仓 |
| DINO | HF SINCLAIR CORP | $71.97万 | 0.05% | 11,535 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $72.62万 | 0.05% | 120,433 | 22,908 | 23.5% | $13.81万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $72.67万 | 0.05% | 9,415 | -6,964 | -42.5% | -$53.75万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $72.81万 | 0.05% | 11,202 | 14 | 0.1% | $910 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $72.87万 | 0.05% | 35,118 | 63 | 0.2% | $1,307 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $73.41万 | 0.05% | 2,139 | 10 | 0.5% | $3,432 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $74.09万 | 0.05% | 35,031 | 34 | 0.1% | $719 | 加仓 |
| BIDU | BAIDU INC | $74.53万 | 0.05% | 6,689 | 31 | 0.5% | $3,454 | 加仓 |
| NDAQ | NASDAQ INC | $75.20万 | 0.05% | 8,858 | 298 | 3.5% | $2.53万 | 加仓 |
| CVS | CVS HEALTH CORP | $76.04万 | 0.05% | 10,588 | -3,978 | -27.3% | -$28.57万 | 减仓 |
| TGT | TARGET CORP | $76.98万 | 0.05% | 6,352 | 458 | 7.8% | $5.55万 | 加仓 |
| KVUE | KENVUE INC | $77.12万 | 0.05% | 44,736 | 20,786 | 86.8% | $35.84万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $77.42万 | 0.05% | 1,002 | -3 | -0.3% | -$2,318 | 减仓 |
| BBY | BEST BUY INC | $77.42万 | 0.05% | 12,059 | 4,620 | 62.1% | $29.66万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $77.42万 | 0.05% | 4,486 | -1,289 | -22.3% | -$22.25万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $77.53万 | 0.05% | 5,413 | 5 | 0.1% | $716 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $78.24万 | 0.05% | 2,771 | 1,295 | 87.7% | $36.57万 | 加仓 |
| — | ELECTRONIC ARTS INC | $78.29万 | 0.05% | 3,840 | 244 | 6.8% | $4.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $78.29万 | 0.05% | 3,640 | -3,088 | -45.9% | -$66.42万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $79.15万 | 0.05% | 7,991 | 802 | 11.2% | $7.94万 | 加仓 |
| YUM | YUM BRANDS INC | $79.45万 | 0.05% | 5,110 | 1,517 | 42.2% | $23.59万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $79.54万 | 0.05% | 4,414 | 111 | 2.6% | $2.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $79.96万 | 0.05% | 2,041 | -35 | -1.7% | -$1.37万 | 减仓 |
| ALL | ALLSTATE CORP | $80.36万 | 0.05% | 3,876 | 802 | 26.1% | $16.63万 | 加仓 |
| IEFA | ISHARES TR | $80.43万 | 0.05% | 8,884 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $80.56万 | 0.05% | 11,550 | 20 | 0.2% | $1,395 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $81.30万 | 0.05% | 37,500 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $81.36万 | 0.05% | 6,155 | -4 | -0.1% | -$529 | 减仓 |
| BCE | BCE INC | $81.64万 | 0.05% | 32,347 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $81.71万 | 0.05% | 2,791 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $82.00万 | 0.05% | 11,316 | -6 | -0.1% | -$435 | 减仓 |
| KEY | KEYCORP | $82.28万 | 0.05% | 41,039 | 52 | 0.1% | $1,043 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $82.43万 | 0.05% | 14,098 | 2,758 | 24.3% | $16.13万 | 加仓 |
| NVO | NOVO-NORDISK A S | $82.55万 | 0.05% | 22,463 | -7,606 | -25.3% | -$27.95万 | 减仓 |
| GSK | GSK PLC | $84.29万 | 0.06% | 15,272 | -138 | -0.9% | -$7,616 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.37万 | 0.06% | 9,140 | 178 | 2.0% | $1.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $85.77万 | 0.06% | 9,729 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $86.00万 | 0.06% | 17,101 | 157 | 0.9% | $7,896 | 加仓 |
| COIN | COINBASE GLOBAL INC | $86.24万 | 0.06% | 4,939 | 2,360 | 91.5% | $41.21万 | 加仓 |
| MTN | VAIL RESORTS INC | $87.94万 | 0.06% | 6,853 | 3,397 | 98.3% | $43.59万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $88.75万 | 0.06% | 46,320 | 35 | 0.1% | $671 | 加仓 |
| COKE | COCA COLA CONS INC | $89.29万 | 0.06% | 4,657 | 36 | 0.8% | $6,903 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $89.49万 | 0.06% | 4,565 | 5 | 0.1% | $980 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $89.76万 | 0.06% | 18,420 | 450 | 2.5% | $2.19万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $90.41万 | 0.06% | 6,680 | 16 | 0.2% | $2,165 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $90.68万 | 0.06% | 3,109 | 76 | 2.5% | $2.22万 | 加仓 |
| NEM | NEWMONT CORP | $91.06万 | 0.06% | 8,412 | 146 | 1.8% | $1.58万 | 加仓 |
| ROST | ROSS STORES INC | $91.72万 | 0.06% | 4,234 | 7 | 0.2% | $1,516 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $92.17万 | 0.06% | 23,971 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $92.86万 | 0.06% | 18,614 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $93.24万 | 0.06% | 3,339 | 204 | 6.5% | $5.70万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $93.34万 | 0.06% | 3,586 | 15 | 0.4% | $3,904 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $93.66万 | 0.06% | 8,275 | 105 | 1.3% | $1.19万 | 加仓 |
| MMM | 3M CO | $94.68万 | 0.06% | 6,519 | -7 | -0.1% | -$1,017 | 减仓 |
| CIEN | CIENA CORP | $94.92万 | 0.06% | 2,445 | 21 | 0.9% | $8,153 | 加仓 |