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 |
|---|---|---|---|---|---|---|---|---|
| CHD | CHURCH & DWIGHT CO INC | $61.95万 | 0.04% | 6,394 | 2,471 | 63.0% | $23.94万 | 加仓 |
| IWV | ISHARES TR | $62.38万 | 0.04% | 1,463 | -1,515 | -50.9% | -$64.60万 | 减仓 |
| CTAS | CINTAS CORP | $62.71万 | 0.04% | 3,687 | -208 | -5.3% | -$3.54万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $63.52万 | 0.04% | 8,153 | -134 | -1.6% | -$1.04万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $63.73万 | 0.04% | 10,453 | 474 | 4.7% | $2.89万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $63.74万 | 0.04% | 23,910 | -256 | -1.1% | -$6,825 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $63.88万 | 0.04% | 2,451 | 27 | 1.1% | $7,037 | 加仓 |
| VRSN | VERISIGN INC | $63.92万 | 0.04% | 2,541 | 277 | 12.2% | $6.97万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $64.07万 | 0.04% | 3,645 | 99 | 2.8% | $1.74万 | 加仓 |
| WWD | WOODWARD INC | $64.79万 | 0.04% | 1,523 | 29 | 1.9% | $1.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $64.98万 | 0.04% | 9,005 | -12,426 | -58.0% | -$89.67万 | 减仓 |
| DASH | DOORDASH INC | $65.23万 | 0.04% | 3,535 | 1,215 | 52.4% | $22.42万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $65.35万 | 0.04% | 4,805 | 166 | 3.6% | $2.26万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $65.50万 | 0.04% | 15,852 | 9,773 | 160.8% | $40.38万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $65.55万 | 0.04% | 17,206 | 6,432 | 59.7% | $24.51万 | 加仓 |
| GM | GENERAL MTRS CO | $65.56万 | 0.04% | 8,505 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $65.87万 | 0.04% | 4,027 | -459 | -10.2% | -$7.51万 | 减仓 |
| NDAQ | NASDAQ INC | $65.89万 | 0.04% | 8,360 | -498 | -5.6% | -$3.93万 | 减仓 |
| ADSK | AUTODESK INC | $66.98万 | 0.04% | 3,445 | -529 | -13.3% | -$10.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $67.18万 | 0.04% | 1,357 | 19 | 1.4% | $9,407 | 加仓 |
| PSX | PHILLIPS 66 | $67.50万 | 0.04% | 3,993 | 49 | 1.2% | $8,283 | 加仓 |
| COHR | COHERENT CORP | $68.12万 | 0.04% | 1,727 | 28 | 1.6% | $1.10万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $68.23万 | 0.04% | 7,857 | 294 | 3.9% | $2.55万 | 加仓 |
| NOW | SERVICENOW INC | $68.84万 | 0.04% | 6,934 | -4,105 | -37.2% | -$40.75万 | 减仓 |
| VLO | VALERO ENERGY CORP | $68.94万 | 0.04% | 2,647 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $69.16万 | 0.04% | 806 | 97 | 13.7% | $8.32万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $70.12万 | 0.04% | 5,635 | -242 | -4.1% | -$3.01万 | 减仓 |
| BCE | BCE INC | $70.17万 | 0.04% | 32,620 | 273 | 0.8% | $5,872 | 加仓 |
| KVUE | KENVUE INC | $70.37万 | 0.04% | 36,822 | -7,914 | -17.7% | -$15.12万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $70.69万 | 0.04% | 16,944 | -157 | -0.9% | -$6,550 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $70.77万 | 0.04% | 6,154 | 301 | 5.1% | $3.46万 | 加仓 |
| EBAY | EBAY INC. | $71.06万 | 0.04% | 6,359 | 116 | 1.9% | $1.30万 | 加仓 |
| LAZ | LAZARD INC | $71.88万 | 0.04% | 17,139 | 999 | 6.2% | $4.19万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $72.21万 | 0.04% | 9,415 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $72.41万 | 0.04% | 1,942 | -3 | -0.2% | -$1,119 | 减仓 |
| SNOW | SNOWFLAKE INC | $72.66万 | 0.04% | 2,855 | -6,607 | -69.8% | -$168.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $73.46万 | 0.04% | 9,729 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $73.60万 | 0.04% | 4,604 | -506 | -9.9% | -$8.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $73.74万 | 0.04% | 2,995 | 11 | 0.4% | $2,708 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $73.86万 | 0.04% | 22,201 | 22,201 | — | $73.86万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $74.00万 | 0.04% | 1,613 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $74.32万 | 0.04% | 9,924 | 98 | 1.0% | $7,339 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $74.38万 | 0.04% | 18,831 | 411 | 2.2% | $1.62万 | 加仓 |
| TKC | TURKCELL ILETISIM | $74.47万 | 0.04% | 126,647 | 6,214 | 5.2% | $3.65万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $75.16万 | 0.04% | 17,610 | -2,648 | -13.1% | -$11.30万 | 减仓 |
| KR | KROGER CO | $75.59万 | 0.04% | 13,613 | 262 | 2.0% | $1.45万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $75.80万 | 0.04% | 14,397 | 116 | 0.8% | $6,107 | 加仓 |
| MDT | MEDTRONIC PLC | $76.08万 | 0.04% | 9,725 | -4,640 | -32.3% | -$36.30万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $76.18万 | 0.04% | 3,067 | -272 | -8.1% | -$6.76万 | 减仓 |
| GSK | GSK PLC | $76.38万 | 0.04% | 14,570 | -702 | -4.6% | -$3.68万 | 减仓 |
| BE | BLOOM ENERGY CORP | $77.52万 | 0.04% | 2,561 | 2,561 | — | $77.52万 | 新建仓 |
| EMR | EMERSON ELEC CO | $78.06万 | 0.04% | 5,453 | 53 | 1.0% | $7,587 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $78.37万 | 0.04% | 24,115 | 144 | 0.6% | $4,680 | 加仓 |
| FIX | COMFORT SYS USA INC | $78.68万 | 0.04% | 397 | 397 | — | $78.68万 | 新建仓 |
| NEM | NEWMONT CORP | $78.74万 | 0.04% | 8,430 | 18 | 0.2% | $1,681 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $78.75万 | 0.04% | 2,223 | 84 | 3.9% | $2.98万 | 加仓 |
| GWW | WW GRAINGER INC | $78.90万 | 0.04% | 580 | 11 | 1.9% | $1.50万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $78.99万 | 0.04% | 2,511 | 44 | 1.8% | $1.38万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $79.34万 | 0.04% | 4,418 | 4 | 0.1% | $718 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $79.66万 | 0.05% | 9,667 | 80 | 0.8% | $6,592 | 加仓 |
| F | FORD MTR CO | $79.92万 | 0.05% | 57,493 | 899 | 1.6% | $1.25万 | 加仓 |
| NTAP | NETAPP INC | $81.05万 | 0.05% | 5,237 | -341 | -6.1% | -$5.28万 | 减仓 |
| DINO | HF SINCLAIR CORP | $81.43万 | 0.05% | 11,692 | 157 | 1.4% | $1.09万 | 加仓 |
| NTES | NETEASE COM INC | $81.71万 | 0.05% | 6,377 | 13 | 0.2% | $1,666 | 加仓 |
| IWM | ISHARES TR | $82.08万 | 0.05% | 2,732 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $82.27万 | 0.05% | 3,354 | 40 | 1.2% | $9,811 | 加仓 |
| ADBE | ADOBE INC | $83.03万 | 0.05% | 4,050 | -554 | -12.0% | -$11.36万 | 减仓 |
| TFSL | TFS FINL CORP | $83.40万 | 0.05% | 47,067 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $83.57万 | 0.05% | 22,617 | 10,010 | 79.4% | $36.99万 | 加仓 |
| JBL | JABIL INC | $84.34万 | 0.05% | 2,188 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $84.45万 | 0.05% | 9,170 | 30 | 0.3% | $2,763 | 加仓 |
| PL | PLANET LABS PBC | $84.60万 | 0.05% | 25,537 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $84.80万 | 0.05% | 6,492 | 140 | 2.2% | $1.83万 | 加仓 |
| MTN | VAIL RESORTS INC | $85.77万 | 0.05% | 6,300 | -553 | -8.1% | -$7.53万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $85.78万 | 0.05% | 5,093 | -2,725 | -34.9% | -$45.89万 | 减仓 |
| — | ELECTRONIC ARTS INC | $86.06万 | 0.05% | 4,197 | 357 | 9.3% | $7.32万 | 加仓 |
| VST | VISTRA CORP | $87.04万 | 0.05% | 5,487 | 712 | 14.9% | $11.29万 | 加仓 |
| HPQ | HP INC | $87.14万 | 0.05% | 39,718 | 27,005 | 212.4% | $59.25万 | 加仓 |
| AGNC | AGNC INVT CORP | $87.18万 | 0.05% | 79,983 | -61,195 | -43.3% | -$66.70万 | 减仓 |
| LPL | LG DISPLAY CO LTD | $87.57万 | 0.05% | 225,123 | 225,123 | — | $87.57万 | 新建仓 |
| NU | NU HLDGS LTD | $88.67万 | 0.05% | 66,367 | -31,724 | -32.3% | -$42.38万 | 减仓 |
| PLD | PROLOGIS INC. | $88.94万 | 0.05% | 6,565 | 410 | 6.7% | $5.55万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $89.07万 | 0.05% | 7,235 | -410 | -5.4% | -$5.05万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $89.23万 | 0.05% | 55,216 | 20,098 | 57.2% | $32.48万 | 加仓 |
| COKE | COCA COLA CONS INC | $89.81万 | 0.05% | 4,704 | 47 | 1.0% | $8,973 | 加仓 |
| PII | POLARIS INC | $90.01万 | 0.05% | 13,151 | 108 | 0.8% | $7,392 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $90.24万 | 0.05% | 5,537 | 124 | 2.3% | $2.02万 | 加仓 |
| ROST | ROSS STORES INC | $90.65万 | 0.05% | 4,259 | 25 | 0.6% | $5,321 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $93.94万 | 0.05% | 8,491 | 216 | 2.6% | $2.39万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $94.03万 | 0.05% | 4,253 | 4,253 | — | $94.03万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $94.15万 | 0.05% | 18,613 | -1 | -0.0% | -$51 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $94.25万 | 0.05% | 4,675 | -174 | -3.6% | -$3.51万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $94.35万 | 0.05% | 4,580 | 15 | 0.3% | $3,090 | 加仓 |
| RDY | DR REDDYS LABS LTD | $94.82万 | 0.05% | 65,435 | -108,948 | -62.5% | -$157.87万 | 减仓 |
| HON | HONEYWELL INTL INC | $95.22万 | 0.05% | 4,253 | -4,331 | -50.5% | -$96.97万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $96.86万 | 0.05% | 3,581 | -5 | -0.1% | -$1,352 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.16万 | 0.06% | 11,755 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $97.18万 | 0.06% | 703 | 342 | 94.7% | $47.28万 | 加仓 |
| TTE | TOTALENERGIES SE | $97.93万 | 0.06% | 12,594 | 821 | 7.0% | $6.38万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $97.97万 | 0.06% | 12,397 | -485 | -3.8% | -$3.83万 | 减仓 |