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 |
|---|---|---|---|---|---|---|---|---|
| MSM | MSC INDL DIRECT INC | $174.89万 | 0.10% | 14,703 | 383 | 2.7% | $4.56万 | 加仓 |
| C | CITIGROUP INC | $177.18万 | 0.10% | 12,659 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $178.39万 | 0.10% | 17,513 | -3 | -0.0% | -$306 | 减仓 |
| CVS | CVS HEALTH CORP | $178.99万 | 0.10% | 17,302 | 6,714 | 63.4% | $69.46万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $179.58万 | 0.10% | 7,400 | -17 | -0.2% | -$4,125 | 减仓 |
| NVS | NOVARTIS AG | $181.31万 | 0.10% | 11,569 | 125 | 1.1% | $1.96万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $182.94万 | 0.10% | 19,954 | 221 | 1.1% | $2.03万 | 加仓 |
| IWB | ISHARES TR | $185.71万 | 0.11% | 4,535 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $188.37万 | 0.11% | 5,019 | 57 | 1.1% | $2.14万 | 加仓 |
| SKM | SK TELECOM CO LTD | $191.60万 | 0.11% | 59,577 | 361 | 0.6% | $1.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $197.17万 | 0.11% | 21,369 | 1,585 | 8.0% | $14.62万 | 加仓 |
| EFA | ISHARES TR | $198.99万 | 0.11% | 19,155 | -39 | -0.2% | -$4,052 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $199.12万 | 0.11% | 4,054 | 2 | 0.0% | $982 | 加仓 |
| DOW | DOW HLDGS INC | $199.35万 | 0.11% | 72,861 | 1,111 | 1.5% | $3.04万 | 加仓 |
| WIT | WIPRO LTD | $202.83万 | 0.11% | 901,459 | 884,543 | 5,229.0% | $199.02万 | 加仓 |
| FAST | FASTENAL CO | $203.37万 | 0.12% | 42,342 | 159 | 0.4% | $7,637 | 加仓 |
| SPGI | S&P GLOBAL INC | $204.28万 | 0.12% | 5,016 | -132 | -2.6% | -$5.38万 | 减仓 |
| IEMG | ISHARES INC | $208.26万 | 0.12% | 25,140 | 13,590 | 117.7% | $112.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $210.07万 | 0.12% | 4,190 | -273 | -6.1% | -$13.69万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $211.48万 | 0.12% | 15,112 | 187 | 1.3% | $2.62万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $213.68万 | 0.12% | 14,776 | 2,172 | 17.2% | $31.41万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $214.32万 | 0.12% | 17,650 | 727 | 4.3% | $8.83万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $214.57万 | 0.12% | 94,315 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $215.53万 | 0.12% | 12,687 | 234 | 1.9% | $3.98万 | 加仓 |
| TFC | TRUIST FINL CORP | $218.55万 | 0.12% | 43,867 | 130 | 0.3% | $6,477 | 加仓 |
| ICF | ISHARES TR | $218.90万 | 0.12% | 32,368 | -914 | -2.7% | -$6.18万 | 减仓 |
| PWR | QUANTA SVCS INC | $219.25万 | 0.12% | 3,045 | 19 | 0.6% | $1.37万 | 加仓 |
| HYG | ISHARES TR | $221.30万 | 0.13% | 27,673 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $222.32万 | 0.13% | 12,808 | 540 | 4.4% | $9.37万 | 加仓 |
| WF | WOORI FINL GROUP INC | $222.35万 | 0.13% | 38,737 | 15,390 | 65.9% | $88.34万 | 加仓 |
| TJX | TJX COS INC NEW | $225.45万 | 0.13% | 14,881 | 1,068 | 7.7% | $16.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $227.55万 | 0.13% | 3,313 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $229.70万 | 0.13% | 23,864 | 1,191 | 5.3% | $11.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $230.73万 | 0.13% | 2,391 | 350 | 17.1% | $33.77万 | 加仓 |
| WELL | WELLTOWER INC | $231.99万 | 0.13% | 10,221 | 25 | 0.2% | $5,674 | 加仓 |
| APP | APPLOVIN CORP | $232.73万 | 0.13% | 4,517 | 1,546 | 52.0% | $79.65万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $236.14万 | 0.13% | 52,335 | 14,835 | 39.6% | $66.94万 | 加仓 |
| AZN | ASTRAZENECA PLC | $236.55万 | 0.13% | 12,475 | -169 | -1.3% | -$3.20万 | 减仓 |
| PEP | PEPSICO INC | $249.08万 | 0.14% | 18,396 | -2,623 | -12.5% | -$35.52万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $250.14万 | 0.14% | 48,685 | 11,054 | 29.4% | $56.80万 | 加仓 |
| PGR | PROGRESSIVE CORP | $250.26万 | 0.14% | 11,456 | -8,793 | -43.4% | -$192.08万 | 减仓 |
| RY | ROYAL BK CDA | $250.81万 | 0.14% | 12,118 | 15 | 0.1% | $3,105 | 加仓 |
| WFC | WELLS FARGO & CO | $252.00万 | 0.14% | 30,494 | -5,577 | -15.5% | -$46.09万 | 减仓 |
| SO | SOUTHERN CO | $252.09万 | 0.14% | 26,339 | 136 | 0.5% | $1.30万 | 加仓 |
| IBN | ICICI BANK LIMITED | $252.31万 | 0.14% | 86,915 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $254.62万 | 0.14% | 4,014 | -25 | -0.6% | -$1.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $257.99万 | 0.15% | 6,617 | -228 | -3.3% | -$8.89万 | 减仓 |
| BX | BLACKSTONE INC | $261.00万 | 0.15% | 22,181 | 1,408 | 6.8% | $16.57万 | 重新持有 |
| FTNT | FORTINET INC | $262.14万 | 0.15% | 17,064 | 296 | 1.8% | $4.55万 | 加仓 |
| AMGN | AMGEN INC | $263.33万 | 0.15% | 7,272 | -40 | -0.5% | -$1.45万 | 减仓 |
| O | REALTY INCOME CORP | $265.17万 | 0.15% | 42,797 | -4,408 | -9.3% | -$27.31万 | 减仓 |
| QCOM | QUALCOMM INC | $267.37万 | 0.15% | 14,469 | -7,207 | -33.2% | -$133.18万 | 减仓 |
| CMI | CUMMINS INC | $267.53万 | 0.15% | 3,751 | 12 | 0.3% | $8,559 | 加仓 |
| CB | CHUBB LIMITED | $268.03万 | 0.15% | 7,866 | 897 | 12.9% | $30.56万 | 加仓 |
| DHR | DANAHER CORP DEL | $276.04万 | 0.16% | 14,492 | 75 | 0.5% | $1.43万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $277.54万 | 0.16% | 122,912 | 830 | 0.7% | $1.87万 | 加仓 |
| MCD | MCDONALDS CORP | $284.74万 | 0.16% | 10,534 | -1,356 | -11.4% | -$36.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $289.77万 | 0.16% | 50,290 | -876 | -1.7% | -$5.05万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $291.21万 | 0.16% | 46,041 | 16,556 | 56.2% | $104.72万 | 加仓 |
| LQD | ISHARES TR | $293.18万 | 0.17% | 26,879 | -1,191 | -4.2% | -$12.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $293.60万 | 0.17% | 2,903 | -383 | -11.7% | -$38.74万 | 减仓 |
| LIN | LINDE PLC | $296.83万 | 0.17% | 5,720 | 118 | 2.1% | $6.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $298.70万 | 0.17% | 40,689 | -2,973 | -6.8% | -$21.83万 | 减仓 |
| HD | HOME DEPOT INC | $302.07万 | 0.17% | 8,565 | -6,750 | -44.1% | -$238.06万 | 减仓 |
| KB | KB FINL GROUP INC | $302.14万 | 0.17% | 28,786 | 11,338 | 65.0% | $119.00万 | 加仓 |
| IWR | ISHARES TR | $305.86万 | 0.17% | 27,725 | 30 | 0.1% | $3,310 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $307.63万 | 0.17% | 7,130 | -1,276 | -15.2% | -$55.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $308.45万 | 0.17% | 38,284 | -644 | -1.7% | -$5.19万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $312.40万 | 0.18% | 37,499 | 235 | 0.6% | $1.96万 | 加仓 |
| T | AT&T INC | $323.85万 | 0.18% | 156,448 | 3,876 | 2.5% | $8.02万 | 加仓 |
| PCAR | PACCAR INC | $326.08万 | 0.18% | 27,146 | 36 | 0.1% | $4,324 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $326.80万 | 0.19% | 33,890 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $326.86万 | 0.19% | 38,233 | -1 | -0.0% | -$85 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $326.93万 | 0.19% | 8,221 | -383 | -4.5% | -$15.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $331.24万 | 0.19% | 8,340 | 533 | 6.8% | $21.17万 | 加仓 |
| UNP | UNION PAC CORP | $331.30万 | 0.19% | 12,180 | -11 | -0.1% | -$2,992 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $334.69万 | 0.19% | 120,825 | 39,764 | 49.1% | $110.15万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $338.29万 | 0.19% | 124,326 | 1,293 | 1.1% | $3.52万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $342.03万 | 0.19% | 5,355 | 901 | 20.2% | $57.55万 | 加仓 |
| ETN | EATON CORP PLC | $349.16万 | 0.20% | 8,194 | 738 | 9.9% | $31.45万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $354.16万 | 0.20% | 11,889 | 3,898 | 48.8% | $116.12万 | 加仓 |
| IWF | ISHARES TR | $354.73万 | 0.20% | 28,568 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $367.01万 | 0.21% | 125,517 | -1 | -0.0% | -$29 | 减仓 |
| PG | PROCTER & GAMBLE CO | $368.46万 | 0.21% | 25,127 | 12,345 | 96.6% | $181.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $373.54万 | 0.21% | 3,819 | 1 | 0.0% | $978 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $379.38万 | 0.21% | 11,124 | 1,556 | 16.3% | $53.07万 | 加仓 |
| CME | CME GROUP INC | $389.01万 | 0.22% | 17,616 | -2,279 | -11.5% | -$50.33万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $389.53万 | 0.22% | 92,000 | 1,179 | 1.3% | $4.99万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $389.84万 | 0.22% | 36,264 | -635 | -1.7% | -$6.83万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $391.42万 | 0.22% | 26,850 | 148 | 0.6% | $2.16万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $391.64万 | 0.22% | 34,448 | 34,448 | — | $391.64万 | 新建仓 |
| PFE | PFIZER INC | $395.19万 | 0.22% | 164,115 | -10,769 | -6.2% | -$25.93万 | 减仓 |
| KLAC | KLA CORP | $398.26万 | 0.23% | 13,200 | 60 | 0.5% | $1.81万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $402.70万 | 0.23% | 14,978 | 103 | 0.7% | $2.77万 | 加仓 |
| IYJ | ISHARES TR | $407.76万 | 0.23% | 24,468 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $413.38万 | 0.23% | 5,519 | -76 | -1.4% | -$5.69万 | 减仓 |
| SNDK | SANDISK CORP | $428.60万 | 0.24% | 1,885 | 142 | 8.1% | $32.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $432.31万 | 0.24% | 75,870 | 1,010 | 1.3% | $5.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $436.30万 | 0.25% | 37,396 | -4,261 | -10.2% | -$49.71万 | 减仓 |
| ORCL | ORACLE CORP | $443.96万 | 0.25% | 30,294 | 7,974 | 35.7% | $116.86万 | 加仓 |