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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $445.80万 | 0.25% | 35,286 | 181 | 0.5% | $2.29万 | 加仓 |
| GLW | CORNING INC | $457.76万 | 0.26% | 17,921 | 604 | 3.5% | $15.43万 | 加仓 |
| VB | VANGUARD INDEX FDS | $465.29万 | 0.26% | 15,350 | -532 | -3.3% | -$16.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $481.89万 | 0.27% | 66,975 | 191 | 0.3% | $1.37万 | 加仓 |
| MRK | MERCK & CO INC | $484.57万 | 0.27% | 37,710 | 364 | 1.0% | $4.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $495.45万 | 0.28% | 16,622 | 3,504 | 26.7% | $104.44万 | 加仓 |
| APH | AMPHENOL CORP | $498.02万 | 0.28% | 28,245 | 248 | 0.9% | $4.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $499.80万 | 0.28% | 14,776 | 110 | 0.8% | $3.72万 | 加仓 |
| KO | COCA COLA CO | $501.44万 | 0.28% | 61,701 | 306 | 0.5% | $2.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $542.93万 | 0.31% | 10,571 | -2,997 | -22.1% | -$153.93万 | 减仓 |
| VFH | VANGUARD WORLD FD | $547.18万 | 0.31% | 41,579 | -5,847 | -12.3% | -$76.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $557.96万 | 0.32% | 30,842 | 274 | 0.9% | $4.96万 | 加仓 |
| NRG | NRG ENERGY INC | $562.07万 | 0.32% | 38,482 | -129 | -0.3% | -$1.88万 | 减仓 |
| RACE | FERRARI N V | $566.85万 | 0.32% | 15,226 | -96 | -0.6% | -$3.57万 | 减仓 |
| CVX | CHEVRON CORPORATION | $568.46万 | 0.32% | 34,294 | -1,317 | -3.7% | -$21.83万 | 减仓 |
| GE | GE AEROSPACE | $582.91万 | 0.33% | 15,597 | -3,264 | -17.3% | -$121.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $595.39万 | 0.34% | 14,325 | -52 | -0.4% | -$2.16万 | 减仓 |
| GEV | GE VERNOVA INC | $621.15万 | 0.35% | 5,287 | 29 | 0.6% | $3.41万 | 加仓 |
| TECK | TECK RESOURCES LTD | $625.11万 | 0.35% | 105,131 | 405 | 0.4% | $2.41万 | 加仓 |
| CAT | CATERPILLAR INC | $639.05万 | 0.36% | 6,001 | 40 | 0.7% | $4.26万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $644.36万 | 0.36% | 79,659 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $669.67万 | 0.38% | 23,814 | -590 | -2.4% | -$16.59万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $671.98万 | 0.38% | 12,863 | -837 | -6.1% | -$43.73万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $678.41万 | 0.38% | 5,093 | 1,617 | 46.5% | $215.39万 | 加仓 |
| ACWI | ISHARES TR | $691.50万 | 0.39% | 44,053 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $741.39万 | 0.42% | 9,715 | -3,173 | -24.6% | -$242.14万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $758.10万 | 0.43% | 127,007 | -5,149 | -3.9% | -$30.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $762.31万 | 0.43% | 8,149 | -202 | -2.4% | -$18.90万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $772.15万 | 0.44% | 17,819 | 1,017 | 6.1% | $44.07万 | 加仓 |
| MS | MORGAN STANLEY | $797.47万 | 0.45% | 38,149 | 101 | 0.3% | $2.11万 | 加仓 |
| ABBV | ABBVIE INC | $868.81万 | 0.49% | 34,526 | 16 | 0.0% | $4,026 | 加仓 |
| ASML | ASML HLDG NV | $891.87万 | 0.51% | 4,483 | 41 | 0.9% | $8.16万 | 加仓 |
| INTC | INTEL CORP | $938.84万 | 0.53% | 67,238 | 22,944 | 51.8% | $320.37万 | 加仓 |
| IWC | ISHARES TR | $940.29万 | 0.53% | 47,005 | -163 | -0.3% | -$3.26万 | 减仓 |
| V | VISA INC | $986.38万 | 0.56% | 28,750 | -681 | -2.3% | -$23.36万 | 减仓 |
| WMT | WALMART INC | $1,013.80万 | 0.57% | 89,511 | 2,850 | 3.3% | $32.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,035.56万 | 0.59% | 20,695 | 756 | 3.8% | $37.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,193.10万 | 0.68% | 56,074 | -1,301 | -2.3% | -$27.68万 | 减仓 |
| CSCO | CISCO SYS INC | $1,251.95万 | 0.71% | 106,585 | 2,232 | 2.1% | $26.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,283.36万 | 0.73% | 180,120 | 413 | 0.2% | $2.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,312.21万 | 0.74% | 51,668 | 3,657 | 7.6% | $92.88万 | 加仓 |
| LLY | ELI LILLY & CO | $1,327.29万 | 0.75% | 11,066 | 732 | 7.1% | $87.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,668.97万 | 0.95% | 23,084 | 335 | 1.5% | $24.22万 | 加仓 |
| TSLA | TESLA INC | $1,806.94万 | 1.02% | 42,960 | 661 | 1.6% | $27.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,884.64万 | 1.07% | 57,576 | -637 | -1.1% | -$20.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,970.62万 | 1.12% | 33,923 | 7,596 | 28.9% | $441.26万 | 加仓 |
| META | META PLATFORMS INC | $2,379.06万 | 1.35% | 42,235 | -323 | -0.8% | -$18.19万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,739.82万 | 1.55% | 57,370 | 1,812 | 3.3% | $86.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,160.22万 | 1.79% | 27,378 | -1,228 | -4.3% | -$141.75万 | 减仓 |
| AVGO | BROADCOM INC | $3,178.84万 | 1.80% | 84,152 | 1,420 | 1.7% | $53.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,497.63万 | 1.98% | 94,520 | -2,063 | -2.1% | -$76.34万 | 减仓 |
| AMZN | AMAZON COM INC | $3,579.32万 | 2.03% | 150,177 | 17,746 | 13.4% | $422.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,098.26万 | 2.32% | 109,867 | -17,038 | -13.4% | -$635.55万 | 减仓 |
| NFLX | NETFLIX INC. | $4,114.79万 | 2.33% | 576,301 | -11,395 | -1.9% | -$81.36万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,283.20万 | 2.43% | 141,373 | -478 | -0.3% | -$14.48万 | 减仓 |
| GOOG | ALPHABET INC | $4,853.68万 | 2.75% | 137,369 | -1,611 | -1.2% | -$56.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,423.05万 | 3.07% | 72,620 | -660 | -0.9% | -$49.29万 | 减仓 |
| AAPL | APPLE INC | $8,337.65万 | 4.72% | 288,141 | 1,743 | 0.6% | $50.44万 | 加仓 |
| GOOGL | ALPHABET INC | $9,146.53万 | 5.18% | 255,940 | 1,003 | 0.4% | $35.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.08亿 | 6.11% | 146,624 | -630 | -0.4% | -$46.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.12亿 | 6.34% | 559,344 | -6,110 | -1.1% | -$122.26万 | 减仓 |