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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $165.19万 | 0.11% | 12,268 | -40 | -0.3% | -$5,386 | 减仓 |
| PWR | QUANTA SVCS INC | $166.13万 | 0.11% | 3,026 | 36 | 1.2% | $1.98万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $168.18万 | 0.11% | 19,733 | 176 | 0.9% | $1.50万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $168.86万 | 0.11% | 4,052 | 105 | 2.7% | $4.38万 | 加仓 |
| TPG | TPG INC | $172.30万 | 0.11% | 42,533 | 26,998 | 173.8% | $109.37万 | 加仓 |
| SKM | SK TELECOM CO LTD | $173.44万 | 0.11% | 59,216 | 19,841 | 50.4% | $58.11万 | 重新持有 |
| KB | KB FINL GROUP INC | $174.01万 | 0.11% | 17,448 | 5,552 | 46.7% | $55.37万 | 加仓 |
| SAP | SAP SE | $174.33万 | 0.11% | 10,182 | -31 | -0.3% | -$5,308 | 减仓 |
| NVS | NOVARTIS AG | $174.81万 | 0.11% | 11,444 | 176 | 1.6% | $2.69万 | 加仓 |
| SONY | SONY GROUP CORP | $174.97万 | 0.11% | 84,525 | 428 | 0.5% | $8,860 | 加仓 |
| RSG | REPUBLIC SVCS INC | $176.07万 | 0.12% | 8,039 | 83 | 1.0% | $1.82万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $180.80万 | 0.12% | 29,485 | 5,273 | 21.8% | $32.33万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $183.06万 | 0.12% | 16,798 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $184.62万 | 0.12% | 12,782 | 1,530 | 13.6% | $22.10万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $185.32万 | 0.12% | 19,953 | 260 | 1.3% | $2.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $185.93万 | 0.12% | 19,784 | -5,106 | -20.5% | -$47.99万 | 减仓 |
| EFA | ISHARES TR | $186.43万 | 0.12% | 19,194 | -267 | -1.4% | -$2.59万 | 减仓 |
| SHEL | SHELL PLC | $187.95万 | 0.12% | 20,210 | 314 | 1.6% | $2.92万 | 加仓 |
| CCJ | CAMECO CORP | $190.24万 | 0.12% | 17,516 | 174 | 1.0% | $1.89万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $190.61万 | 0.12% | 14,925 | -491 | -3.2% | -$6.27万 | 减仓 |
| KLAC | KLA CORP | $193.47万 | 0.13% | 1,314 | 4 | 0.3% | $5,890 | 加仓 |
| — | HONEYWELL INTL INC | $194.02万 | 0.13% | 8,584 | 150 | 1.8% | $3.39万 | 加仓 |
| INTC | INTEL CORP | $195.47万 | 0.13% | 44,294 | 2,322 | 5.5% | $10.25万 | 加仓 |
| FAST | FASTENAL CO | $195.73万 | 0.13% | 42,183 | 148 | 0.4% | $6,867 | 加仓 |
| RY | ROYAL BK CDA | $195.80万 | 0.13% | 12,103 | 137 | 1.1% | $2.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $197.97万 | 0.13% | 3,313 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $200.63万 | 0.13% | 81,061 | 81,061 | — | $200.63万 | 新建仓 |
| TFC | TRUIST FINL CORP | $201.06万 | 0.13% | 43,737 | 5,447 | 14.2% | $25.04万 | 加仓 |
| CMI | CUMMINS INC | $201.17万 | 0.13% | 3,739 | 1 | 0.0% | $538 | 加仓 |
| WELL | WELLTOWER INC | $201.59万 | 0.13% | 10,196 | 323 | 3.3% | $6.39万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $205.07万 | 0.13% | 19,974 | 2,933 | 17.2% | $30.11万 | 加仓 |
| ICF | ISHARES TR | $205.98万 | 0.14% | 33,282 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $208.47万 | 0.14% | 7,417 | 69 | 0.9% | $1.94万 | 加仓 |
| PAYX | PAYCHEX INC | $214.86万 | 0.14% | 23,324 | 21,274 | 1,037.8% | $195.98万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $215.04万 | 0.14% | 94,315 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $218.52万 | 0.14% | 22,673 | 281 | 1.3% | $2.71万 | 加仓 |
| SPGI | S&P GLOBAL INC | $218.97万 | 0.14% | 5,148 | -1,179 | -18.6% | -$50.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $219.37万 | 0.14% | 4,463 | -334 | -7.0% | -$16.42万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $220.10万 | 0.14% | 37,631 | 15,331 | 68.7% | $89.67万 | 加仓 |
| HYG | ISHARES TR | $220.17万 | 0.14% | 27,673 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $220.59万 | 0.14% | 13,813 | -110 | -0.8% | -$1.76万 | 减仓 |
| IBN | ICICI BANK LIMITED | $225.11万 | 0.15% | 86,915 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $227.14万 | 0.15% | 6,969 | -545 | -7.3% | -$17.76万 | 减仓 |
| DE | DEERE & CO | $227.52万 | 0.15% | 4,039 | 32 | 0.8% | $1.80万 | 加仓 |
| GLW | CORNING INC | $235.46万 | 0.15% | 17,317 | 4,698 | 37.2% | $63.88万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $241.52万 | 0.16% | 174,383 | 113,367 | 185.8% | $157.01万 | 加仓 |
| CRM | SALESFORCE INC | $245.97万 | 0.16% | 13,177 | -71 | -0.5% | -$1.33万 | 减仓 |
| ADI | ANALOG DEVICES INC | $248.37万 | 0.16% | 7,807 | 953 | 13.9% | $30.32万 | 加仓 |
| AZN | ASTRAZENECA PLC | $249.37万 | 0.16% | 12,644 | 12,644 | — | $249.37万 | 新建仓 |
| SO | SOUTHERN CO | $252.91万 | 0.17% | 26,203 | -2,965 | -10.2% | -$28.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $254.67万 | 0.17% | 13,118 | 50 | 0.4% | $9,707 | 加仓 |
| AMGN | AMGEN INC | $257.27万 | 0.17% | 7,312 | 109 | 1.5% | $3.84万 | 加仓 |
| ETN | EATON CORP PLC | $266.68万 | 0.17% | 7,456 | -34 | -0.5% | -$1.22万 | 减仓 |
| IWR | ISHARES TR | $269.28万 | 0.18% | 27,695 | 30 | 0.1% | $2,917 | 加仓 |
| BHP | BHP BILLITON LIMITED | $271.06万 | 0.18% | 37,264 | 116 | 0.3% | $8,438 | 加仓 |
| DHR | DANAHER CORP DEL | $273.35万 | 0.18% | 14,417 | -698 | -4.6% | -$13.23万 | 减仓 |
| LIN | LINDE PLC | $277.72万 | 0.18% | 5,602 | 3,048 | 119.3% | $151.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $277.99万 | 0.18% | 3,286 | 87 | 2.7% | $7.36万 | 加仓 |
| QCOM | QUALCOMM INC | $279.14万 | 0.18% | 21,676 | -1,332 | -5.8% | -$17.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $279.48万 | 0.18% | 9,732 | 432 | 4.6% | $12.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $287.16万 | 0.19% | 36,071 | -1,027 | -2.8% | -$8.18万 | 减仓 |
| O | REALTY INCOME CORP | $288.80万 | 0.19% | 47,205 | 4,633 | 10.9% | $28.34万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $294.82万 | 0.19% | 38,234 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $295.78万 | 0.19% | 12,191 | 101 | 0.8% | $2.45万 | 加仓 |
| DOW | DOW HLDGS INC | $298.84万 | 0.20% | 71,750 | 45 | 0.1% | $1,874 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $300.61万 | 0.20% | 33,890 | -3,738 | -9.9% | -$33.16万 | 减仓 |
| IWF | ISHARES TR | $304.53万 | 0.20% | 7,142 | -969 | -11.9% | -$41.32万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $305.33万 | 0.20% | 122,082 | -400 | -0.3% | -$1.00万 | 减仓 |
| LQD | ISHARES TR | $305.93万 | 0.20% | 28,070 | -916 | -3.2% | -$9.98万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $310.32万 | 0.20% | 51,166 | 1,673 | 3.4% | $10.15万 | 加仓 |
| PCAR | PACCAR INC | $313.12万 | 0.21% | 27,110 | 11 | 0.0% | $1,271 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $321.52万 | 0.21% | 43,662 | -753 | -1.7% | -$5.55万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $323.93万 | 0.21% | 6,845 | 44 | 0.6% | $2.08万 | 加仓 |
| PEP | PEPSICO INC | $326.40万 | 0.21% | 21,019 | 247 | 1.2% | $3.84万 | 加仓 |
| ORCL | ORACLE CORP | $328.35万 | 0.22% | 22,320 | 3,445 | 18.3% | $50.68万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $341.80万 | 0.22% | 3,818 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $342.81万 | 0.22% | 14,875 | 135 | 0.9% | $3.11万 | 加仓 |
| APH | AMPHENOL CORP | $353.74万 | 0.23% | 27,997 | -415 | -1.5% | -$5.24万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $358.99万 | 0.24% | 16,802 | 13 | 0.1% | $2,778 | 加仓 |
| ANGL | VANECK ETF TRUST | $360.49万 | 0.24% | 125,518 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $361.00万 | 0.24% | 24,468 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $363.01万 | 0.24% | 36,899 | 165 | 0.4% | $1.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $364.94万 | 0.24% | 74,860 | 3,233 | 4.5% | $15.76万 | 加仓 |
| IVV | ISHARES TR | $365.47万 | 0.24% | 5,595 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $366.30万 | 0.24% | 26,702 | -12 | -0.0% | -$1,646 | 减仓 |
| MCD | MCDONALDS CORP | $369.53万 | 0.24% | 11,890 | 235 | 2.0% | $7.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $389.03万 | 0.26% | 14,377 | 292 | 2.1% | $7.90万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $396.64万 | 0.26% | 8,604 | 26 | 0.3% | $1.20万 | 加仓 |
| PGR | PROGRESSIVE CORP | $401.42万 | 0.26% | 20,249 | 11,401 | 128.9% | $226.01万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $402.85万 | 0.26% | 3,476 | -1,460 | -29.6% | -$169.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $415.98万 | 0.27% | 15,882 | -3,088 | -16.3% | -$80.88万 | 减仓 |
| CAT | CATERPILLAR INC | $422.31万 | 0.28% | 5,961 | 570 | 10.6% | $40.38万 | 加仓 |
| MO | ALTRIA GROUP INC | $440.71万 | 0.29% | 66,784 | 5,937 | 9.8% | $39.18万 | 加仓 |
| T | AT&T INC | $442.31万 | 0.29% | 152,572 | -499 | -0.3% | -$1.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $443.62万 | 0.29% | 14,666 | -96 | -0.7% | -$2.90万 | 减仓 |
| MRK | MERCK & CO INC | $449.24万 | 0.29% | 37,346 | 2,186 | 6.2% | $26.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $455.92万 | 0.30% | 90,821 | -1,405 | -1.5% | -$7.05万 | 减仓 |
| GEV | GE VERNOVA INC | $458.97万 | 0.30% | 5,258 | 112 | 2.2% | $9.78万 | 加仓 |
| KO | COCA COLA CO | $466.91万 | 0.31% | 61,395 | -8 | -0.0% | -$608 | 减仓 |
| GILD | GILEAD SCIENCES INC | $489.26万 | 0.32% | 35,105 | 0 | 0.0% | — | 不变 |