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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $491.07万 | 0.32% | 174,884 | 10,872 | 6.6% | $30.53万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $503.16万 | 0.33% | 12,888 | 312 | 2.5% | $12.18万 | 加仓 |
| HD | HOME DEPOT INC | $503.69万 | 0.33% | 15,315 | 171 | 1.1% | $5.62万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $505.41万 | 0.33% | 30,568 | 13 | 0.0% | $2,149 | 加仓 |
| RACE | FERRARI N V | $518.57万 | 0.34% | 15,322 | 83 | 0.5% | $2.81万 | 加仓 |
| GE | GE AEROSPACE | $535.22万 | 0.35% | 18,861 | 3,350 | 21.6% | $95.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $535.57万 | 0.35% | 26,327 | -4,560 | -14.8% | -$92.76万 | 减仓 |
| TECK | TECK RESOURCES LTD | $541.96万 | 0.36% | 104,726 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $564.26万 | 0.37% | 38,611 | 133 | 0.3% | $1.94万 | 加仓 |
| VFH | VANGUARD WORLD FD | $572.96万 | 0.38% | 47,426 | -1,750 | -3.6% | -$21.14万 | 减仓 |
| ASML | ASML HLDG NV | $586.71万 | 0.38% | 4,442 | 376 | 9.2% | $49.66万 | 加仓 |
| CME | CME GROUP INC | $587.60万 | 0.39% | 19,895 | -14 | -0.1% | -$4,135 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $591.53万 | 0.39% | 24,404 | 435 | 1.8% | $10.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $609.36万 | 0.40% | 41,657 | 2,741 | 7.0% | $40.10万 | 加仓 |
| ACWI | ISHARES TR | $609.56万 | 0.40% | 44,053 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $626.16万 | 0.41% | 38,048 | 45 | 0.1% | $7,406 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $634.55万 | 0.42% | 13,700 | 114 | 0.8% | $5.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $677.94万 | 0.44% | 13,568 | 36 | 0.3% | $1.80万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $714.30万 | 0.47% | 132,156 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $736.79万 | 0.48% | 35,611 | 1,837 | 5.4% | $38.01万 | 加仓 |
| ABBV | ABBVIE INC | $750.56万 | 0.49% | 34,510 | 1,340 | 4.0% | $29.14万 | 加仓 |
| IWC | ISHARES TR | $752.85万 | 0.49% | 47,168 | -1,593 | -3.3% | -$25.43万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $775.56万 | 0.51% | 79,659 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $777.54万 | 0.51% | 22,749 | 27 | 0.1% | $9,228 | 加仓 |
| CSCO | CISCO SYS INC | $809.67万 | 0.53% | 104,353 | 593 | 0.6% | $4.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $832.12万 | 0.55% | 8,351 | -10 | -0.1% | -$9,964 | 减仓 |
| V | VISA INC | $889.52万 | 0.58% | 29,431 | 256 | 0.9% | $7.74万 | 加仓 |
| — | EXXON MOBIL CORP | $896.09万 | 0.59% | 52,817 | 219 | 0.4% | $3.72万 | 加仓 |
| LLY | ELI LILLY & CO | $950.49万 | 0.62% | 10,334 | -458 | -4.2% | -$42.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $955.48万 | 0.63% | 19,939 | 4,660 | 30.5% | $223.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $966.43万 | 0.63% | 28,606 | 2,117 | 8.0% | $71.52万 | 加仓 |
| WMT | WALMART INC | $1,077.02万 | 0.71% | 86,661 | 1,246 | 1.5% | $15.49万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,101.13万 | 0.72% | 57,375 | -1,918 | -3.2% | -$36.81万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,151.56万 | 0.76% | 179,707 | 328 | 0.2% | $2.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,173.57万 | 0.77% | 48,011 | 12 | 0.0% | $2,933 | 加仓 |
| TSLA | TESLA INC | $1,572.46万 | 1.03% | 42,299 | 591 | 1.4% | $21.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,712.39万 | 1.12% | 58,213 | -148 | -0.3% | -$4.35万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,877.58万 | 1.23% | 55,558 | 582 | 1.1% | $19.67万 | 加仓 |
| META | META PLATFORMS INC | $2,434.87万 | 1.60% | 42,558 | 3,119 | 7.9% | $178.45万 | 加仓 |
| AVGO | BROADCOM INC | $2,560.64万 | 1.68% | 82,732 | 1,859 | 2.3% | $57.54万 | 加仓 |
| AMZN | AMAZON COM INC | $2,758.14万 | 1.81% | 132,431 | -6,102 | -4.4% | -$127.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,098.49万 | 2.03% | 96,583 | -926 | -0.9% | -$29.71万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,370.66万 | 2.21% | 141,851 | 2,537 | 1.8% | $60.28万 | 加仓 |
| GOOG | ALPHABET INC | $3,986.77万 | 2.61% | 138,980 | -740 | -0.5% | -$21.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,697.64万 | 3.08% | 126,905 | 4,041 | 3.3% | $149.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,765.68万 | 3.13% | 73,280 | -1,652 | -2.2% | -$107.44万 | 减仓 |
| NFLX | NETFLIX INC. | $5,650.70万 | 3.71% | 587,696 | -812 | -0.1% | -$7.81万 | 减仓 |
| AAPL | APPLE INC | $7,268.49万 | 4.77% | 286,398 | 4,072 | 1.4% | $103.34万 | 加仓 |
| GOOGL | ALPHABET INC | $7,330.97万 | 4.81% | 254,937 | 2,800 | 1.1% | $80.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,499.22万 | 5.57% | 147,254 | -761 | -0.5% | -$43.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,861.52万 | 6.47% | 565,454 | 5,570 | 1.0% | $97.14万 | 加仓 |