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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $98.27万 | 0.06% | 1,929 | 116 | 6.4% | $5.91万 | 加仓 |
| KEY | KEYCORP | $98.57万 | 0.06% | 42,762 | 1,723 | 4.2% | $3.97万 | 加仓 |
| RTX | RTX CORPORATION | $99.15万 | 0.06% | 5,226 | 101 | 2.0% | $1.92万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $100.02万 | 0.06% | 122,420 | 682 | 0.6% | $5,572 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $100.22万 | 0.06% | 2,863 | 92 | 3.3% | $3.22万 | 加仓 |
| ESLT | ELBIT SYS LTD | $100.68万 | 0.06% | 1,327 | 50 | 3.9% | $3.79万 | 加仓 |
| TPG | TPG INC | $101.23万 | 0.06% | 24,965 | -17,568 | -41.3% | -$71.24万 | 减仓 |
| FLEX | FLEX LTD | $103.42万 | 0.06% | 6,381 | 59 | 0.9% | $9,562 | 加仓 |
| EQIX | EQUINIX INC | $103.93万 | 0.06% | 997 | 10 | 1.0% | $1.04万 | 加仓 |
| AZO | AUTOZONE INC | $104.19万 | 0.06% | 326 | -32 | -8.9% | -$10.23万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $104.65万 | 0.06% | 3,170 | 61 | 2.0% | $2.01万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $105.13万 | 0.06% | 8,964 | -7,834 | -46.6% | -$91.88万 | 减仓 |
| TER | TERADYNE INC | $105.28万 | 0.06% | 2,176 | 40 | 1.9% | $1.94万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $105.39万 | 0.06% | 22,103 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $105.57万 | 0.06% | 3,066 | -56 | -1.8% | -$1.93万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $105.65万 | 0.06% | 2,544 | 20 | 0.8% | $8,306 | 加仓 |
| RXI | ISHARES TR | $105.94万 | 0.06% | 5,490 | -653 | -10.6% | -$12.60万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $105.94万 | 0.06% | 2,080 | 75 | 3.7% | $3.82万 | 加仓 |
| MMM | 3M CO | $106.36万 | 0.06% | 6,569 | 50 | 0.8% | $8,096 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $106.59万 | 0.06% | 3,793 | 1,081 | 39.9% | $30.38万 | 加仓 |
| AON | AON PLC | $106.64万 | 0.06% | 3,215 | 142 | 4.6% | $4.71万 | 加仓 |
| LOGI | LOGITECH INTL S A | $106.76万 | 0.06% | 11,353 | -364 | -3.1% | -$3.42万 | 减仓 |
| DDOG | DATADOG INC | $106.83万 | 0.06% | 4,103 | 136 | 3.4% | $3.54万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $106.87万 | 0.06% | 19,909 | 122 | 0.6% | $6,549 | 加仓 |
| MCK | MCKESSON CORP | $107.45万 | 0.06% | 1,422 | 285 | 25.1% | $21.53万 | 加仓 |
| DDS | DILLARDS INC | $108.06万 | 0.06% | 2,045 | 42 | 2.1% | $2.22万 | 加仓 |
| MSCI | MSCI INC | $108.54万 | 0.06% | 1,938 | 18 | 0.9% | $1.01万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $109.03万 | 0.06% | 24,635 | 12,380 | 101.0% | $54.79万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $109.74万 | 0.06% | 46,285 | -35 | -0.1% | -$830 | 减仓 |
| LOW | LOWES COS INC | $109.76万 | 0.06% | 4,978 | -1,011 | -16.9% | -$22.29万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $109.84万 | 0.06% | 11,427 | 111 | 1.0% | $1.07万 | 加仓 |
| UL | UNILEVER PLC | $110.70万 | 0.06% | 18,413 | 12,976 | 238.7% | $78.01万 | 加仓 |
| SNPS | SYNOPSYS INC | $111.07万 | 0.06% | 2,490 | -14 | -0.6% | -$6,245 | 减仓 |
| NVO | NOVO-NORDISK A S | $111.50万 | 0.06% | 23,258 | 795 | 3.5% | $3.81万 | 加仓 |
| ALL | ALLSTATE CORP | $111.90万 | 0.06% | 4,703 | 827 | 21.3% | $19.68万 | 加仓 |
| EXC | EXELON CORP | $112.04万 | 0.06% | 24,033 | 724 | 3.1% | $3.38万 | 加仓 |
| BIIB | BIOGEN INC | $112.29万 | 0.06% | 5,197 | 3 | 0.1% | $648 | 加仓 |
| IEFA | ISHARES TR | $112.33万 | 0.06% | 11,631 | 2,747 | 30.9% | $26.53万 | 加仓 |
| RHI | ROBERT HALF INC. | $112.67万 | 0.06% | 36,701 | 11,073 | 43.2% | $33.99万 | 重新持有 |
| CSX | CSX CORP | $113.63万 | 0.06% | 23,906 | 213 | 0.9% | $1.01万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $114.61万 | 0.06% | 37,952 | 54 | 0.1% | $1,631 | 加仓 |
| PAYX | PAYCHEX INC | $114.95万 | 0.07% | 11,690 | -11,634 | -49.9% | -$114.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $115.01万 | 0.07% | 20,363 | -2,885 | -12.4% | -$16.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $115.90万 | 0.07% | 2,997 | 206 | 7.4% | $7.97万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $116.42万 | 0.07% | 18,851 | 4,753 | 33.7% | $29.35万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $116.55万 | 0.07% | 10,471 | 5,945 | 131.4% | $66.17万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $117.03万 | 0.07% | 25,944 | 6,235 | 31.6% | $28.13万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $117.68万 | 0.07% | 5,523 | -2,516 | -31.3% | -$53.61万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $118.06万 | 0.07% | 3,718 | 2,010 | 117.7% | $63.82万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $118.42万 | 0.07% | 6,702 | 22 | 0.3% | $3,887 | 加仓 |
| TMUS | T-MOBILE US INC | $118.53万 | 0.07% | 7,067 | -131 | -1.8% | -$2.20万 | 减仓 |
| ALAB | ASTERA LABS INC | $120.03万 | 0.07% | 2,485 | 104 | 4.4% | $5.02万 | 加仓 |
| CIEN | CIENA CORP | $120.58万 | 0.07% | 2,458 | 13 | 0.5% | $6,377 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $121.22万 | 0.07% | 5,413 | 2,895 | 115.0% | $64.83万 | 加仓 |
| SHOP | SHOPIFY INC | $121.73万 | 0.07% | 10,661 | 1,901 | 21.7% | $21.71万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $121.78万 | 0.07% | 11,094 | 3,969 | 55.7% | $43.57万 | 加仓 |
| SYK | STRYKER CORPORATION | $122.06万 | 0.07% | 3,877 | -1,028 | -21.0% | -$32.37万 | 减仓 |
| FDX | FEDEX CORP | $122.87万 | 0.07% | 3,924 | 58 | 1.5% | $1.82万 | 加仓 |
| OKE | ONEOK INC NEW | $123.80万 | 0.07% | 14,240 | 771 | 5.7% | $6.70万 | 加仓 |
| RIO | RIO TINTO PLC | $124.43万 | 0.07% | 13,108 | 174 | 1.3% | $1.65万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $125.91万 | 0.07% | 7,064 | -436 | -5.8% | -$7.77万 | 减仓 |
| EIX | EDISON INTL | $126.39万 | 0.07% | 16,977 | 183 | 1.1% | $1.36万 | 加仓 |
| SLB | SLB LIMITED | $127.23万 | 0.07% | 27,367 | 99 | 0.4% | $4,603 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $129.73万 | 0.07% | 8,879 | 52 | 0.6% | $7,598 | 加仓 |
| SAP | SAP SE | $130.69万 | 0.07% | 8,480 | -1,702 | -16.7% | -$26.23万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $132.19万 | 0.07% | 3,567 | 6 | 0.2% | $2,224 | 加仓 |
| MELI | MERCADOLIBRE INC | $132.40万 | 0.07% | 780 | 20 | 2.6% | $3.39万 | 加仓 |
| BA | BOEING CO | $133.50万 | 0.08% | 6,167 | 201 | 3.4% | $4.35万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $134.83万 | 0.08% | 5,873 | 1 | 0.0% | $230 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $136.08万 | 0.08% | 1,934 | -21 | -1.1% | -$1.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $136.60万 | 0.08% | 15,858 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $137.07万 | 0.08% | 20,072 | 246 | 1.2% | $1.68万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $137.86万 | 0.08% | 23,835 | -4,332 | -15.4% | -$25.06万 | 减仓 |
| MCO | MOODYS CORP | $138.10万 | 0.08% | 3,049 | 12 | 0.4% | $5,435 | 加仓 |
| MPC | MARATHON PETE CORP | $139.49万 | 0.08% | 5,456 | 171 | 3.2% | $4.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $141.26万 | 0.08% | 6,338 | -88 | -1.4% | -$1.96万 | 减仓 |
| COP | CONOCOPHILLIPS | $144.21万 | 0.08% | 13,872 | 3,417 | 32.7% | $35.52万 | 加仓 |
| GRMN | GARMIN LTD | $147.06万 | 0.08% | 6,191 | 10 | 0.2% | $2,375 | 加仓 |
| ABT | ABBOTT LABORATORIES | $149.05万 | 0.08% | 16,426 | -3,548 | -17.8% | -$32.19万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $149.79万 | 0.08% | 171,191 | 171,191 | — | $149.79万 | 新建仓 |
| CRH | CRH PLC | $150.21万 | 0.09% | 14,038 | 101 | 0.7% | $1.08万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $150.37万 | 0.09% | 4,491 | 73 | 1.7% | $2.44万 | 加仓 |
| CRM | SALESFORCE INC | $150.96万 | 0.09% | 9,636 | -3,541 | -26.9% | -$55.47万 | 减仓 |
| SBUX | STARBUCKS CORP | $151.54万 | 0.09% | 14,829 | 2,496 | 20.2% | $25.51万 | 加仓 |
| AFL | AFLAC INC | $153.87万 | 0.09% | 13,123 | 202 | 1.6% | $2.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $154.34万 | 0.09% | 7,693 | 109 | 1.4% | $2.19万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $155.00万 | 0.09% | 48,483 | 1,711 | 3.7% | $5.47万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $155.86万 | 0.09% | 16,391 | 231 | 1.4% | $2.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $156.11万 | 0.09% | 12,333 | 4,061 | 49.1% | $51.40万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $156.17万 | 0.09% | 18,023 | 62 | 0.3% | $5,372 | 加仓 |
| INFY | INFOSYS LTD | $158.95万 | 0.09% | 151,524 | 17,900 | 13.4% | $18.78万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $160.01万 | 0.09% | 11,696 | 185 | 1.6% | $2.53万 | 加仓 |
| WPC | WP CAREY INC | $160.52万 | 0.09% | 22,451 | 65 | 0.3% | $4,648 | 加仓 |
| DTM | DT MIDSTREAM INC | $163.04万 | 0.09% | 11,111 | 362 | 3.4% | $5.31万 | 加仓 |
| SHEL | SHELL PLC | $165.01万 | 0.09% | 21,281 | 1,071 | 5.3% | $8.30万 | 加仓 |
| WMB | WILLIAMS COS INC | $165.87万 | 0.09% | 22,312 | 660 | 3.0% | $4.91万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $167.55万 | 0.09% | 3,373 | 56 | 1.7% | $2.78万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $168.43万 | 0.10% | 7,531 | 32 | 0.4% | $7,157 | 加仓 |
| SONY | SONY GROUP CORP | $168.43万 | 0.10% | 83,965 | -560 | -0.7% | -$1.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $173.08万 | 0.10% | 19,720 | -233 | -1.2% | -$2.05万 | 减仓 |