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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $254.67万 | 0.17% | 13,118 | 50 | 0.4% | $9,707 | 加仓 |
| SO | SOUTHERN CO | $252.91万 | 0.17% | 26,203 | -2,965 | -10.2% | -$28.62万 | 减仓 |
| AZN | ASTRAZENECA PLC | $249.37万 | 0.16% | 12,644 | 12,644 | — | $249.37万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $248.37万 | 0.16% | 7,807 | 953 | 13.9% | $30.32万 | 加仓 |
| CRM | SALESFORCE INC | $245.97万 | 0.16% | 13,177 | -71 | -0.5% | -$1.33万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $241.52万 | 0.16% | 174,383 | 113,367 | 185.8% | $157.01万 | 加仓 |
| GLW | CORNING INC | $235.46万 | 0.15% | 17,317 | 4,698 | 37.2% | $63.88万 | 加仓 |
| DE | DEERE & CO | $227.52万 | 0.15% | 4,039 | 32 | 0.8% | $1.80万 | 加仓 |
| CB | CHUBB LTD SWITZ | $227.14万 | 0.15% | 6,969 | -545 | -7.3% | -$17.76万 | 减仓 |
| IBN | ICICI BANK LIMITED | $225.11万 | 0.15% | 86,915 | 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 |
| HYG | ISHARES TR | $220.17万 | 0.14% | 27,673 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $220.10万 | 0.14% | 37,631 | 15,331 | 68.7% | $89.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $219.37万 | 0.14% | 4,463 | -334 | -7.0% | -$16.42万 | 减仓 |
| SPGI | S&P GLOBAL INC | $218.97万 | 0.14% | 5,148 | -1,179 | -18.6% | -$50.15万 | 减仓 |
| DIS | DISNEY WALT CO | $218.52万 | 0.14% | 22,673 | 281 | 1.3% | $2.71万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $215.04万 | 0.14% | 94,315 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $214.86万 | 0.14% | 23,324 | 21,274 | 1,037.8% | $195.98万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $208.47万 | 0.14% | 7,417 | 69 | 0.9% | $1.94万 | 加仓 |
| ICF | ISHARES TR | $205.98万 | 0.14% | 33,282 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $205.07万 | 0.13% | 19,974 | 2,933 | 17.2% | $30.11万 | 加仓 |
| WELL | WELLTOWER INC | $201.59万 | 0.13% | 10,196 | 323 | 3.3% | $6.39万 | 加仓 |
| CMI | CUMMINS INC | $201.17万 | 0.13% | 3,739 | 1 | 0.0% | $538 | 加仓 |
| TFC | TRUIST FINL CORP | $201.06万 | 0.13% | 43,737 | 5,447 | 14.2% | $25.04万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $200.63万 | 0.13% | 81,061 | 81,061 | — | $200.63万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $197.97万 | 0.13% | 3,313 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $195.80万 | 0.13% | 12,103 | 137 | 1.1% | $2.22万 | 加仓 |
| FAST | FASTENAL CO | $195.73万 | 0.13% | 42,183 | 148 | 0.4% | $6,867 | 加仓 |
| INTC | INTEL CORP | $195.47万 | 0.13% | 44,294 | 2,322 | 5.5% | $10.25万 | 加仓 |
| — | HONEYWELL INTL INC | $194.02万 | 0.13% | 8,584 | 150 | 1.8% | $3.39万 | 加仓 |
| KLAC | KLA CORP | $193.47万 | 0.13% | 1,314 | 4 | 0.3% | $5,890 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $190.61万 | 0.12% | 14,925 | -491 | -3.2% | -$6.27万 | 减仓 |
| CCJ | CAMECO CORP | $190.24万 | 0.12% | 17,516 | 174 | 1.0% | $1.89万 | 加仓 |
| SHEL | SHELL PLC | $187.95万 | 0.12% | 20,210 | 314 | 1.6% | $2.92万 | 加仓 |
| EFA | ISHARES TR | $186.43万 | 0.12% | 19,194 | -267 | -1.4% | -$2.59万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $185.93万 | 0.12% | 19,784 | -5,106 | -20.5% | -$47.99万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $185.32万 | 0.12% | 19,953 | 260 | 1.3% | $2.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $184.62万 | 0.12% | 12,782 | 1,530 | 13.6% | $22.10万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $183.06万 | 0.12% | 16,798 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $180.80万 | 0.12% | 29,485 | 5,273 | 21.8% | $32.33万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $176.07万 | 0.12% | 8,039 | 83 | 1.0% | $1.82万 | 加仓 |
| SONY | SONY GROUP CORP | $174.97万 | 0.11% | 84,525 | 428 | 0.5% | $8,860 | 加仓 |
| NVS | NOVARTIS AG | $174.81万 | 0.11% | 11,444 | 176 | 1.6% | $2.69万 | 加仓 |
| SAP | SAP SE | $174.33万 | 0.11% | 10,182 | -31 | -0.3% | -$5,308 | 减仓 |
| KB | KB FINL GROUP INC | $174.01万 | 0.11% | 17,448 | 5,552 | 46.7% | $55.37万 | 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 |
| TPG | TPG INC | $172.30万 | 0.11% | 42,533 | 26,998 | 173.8% | $109.37万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $168.86万 | 0.11% | 4,052 | 105 | 2.7% | $4.38万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $168.18万 | 0.11% | 19,733 | 176 | 0.9% | $1.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $166.13万 | 0.11% | 3,026 | 36 | 1.2% | $1.98万 | 加仓 |
| RDDT | REDDIT INC | $165.19万 | 0.11% | 12,268 | -40 | -0.3% | -$5,386 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $162.35万 | 0.11% | 28,167 | -3,902 | -12.2% | -$22.49万 | 减仓 |
| IWB | ISHARES TR | $161.70万 | 0.11% | 4,535 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $161.17万 | 0.11% | 4,905 | -511 | -9.4% | -$16.79万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $161.12万 | 0.11% | 7,818 | 166 | 2.2% | $3.42万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $157.91万 | 0.10% | 16,923 | 2,930 | 20.9% | $27.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $157.58万 | 0.10% | 21,652 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $156.83万 | 0.10% | 46,772 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $155.49万 | 0.10% | 23,347 | 7,374 | 46.2% | $49.11万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $154.15万 | 0.10% | 21,431 | -2,044 | -8.7% | -$14.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $153.39万 | 0.10% | 9,568 | -824 | -7.9% | -$13.21万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $152.90万 | 0.10% | 12,453 | 3,908 | 45.7% | $47.98万 | 加仓 |
| WPC | WP CAREY INC | $152.14万 | 0.10% | 22,386 | 10 | 0.0% | $680 | 加仓 |
| TMUS | T-MOBILE US INC | $151.18万 | 0.10% | 7,198 | -933 | -11.5% | -$19.60万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $150.89万 | 0.10% | 11,511 | 15 | 0.1% | $1,966 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $149.52万 | 0.10% | 12,604 | -3,906 | -23.7% | -$46.34万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $148.12万 | 0.10% | 3,317 | 35 | 1.1% | $1.56万 | 加仓 |
| WM | WASTE MGMT INC DEL | $147.66万 | 0.10% | 6,426 | 144 | 2.3% | $3.31万 | 加仓 |
| CRH | CRH PLC | $146.51万 | 0.10% | 13,937 | -25 | -0.2% | -$2,628 | 减仓 |
| DTM | DT MIDSTREAM INC | $144.76万 | 0.09% | 10,749 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $143.57万 | 0.09% | 12,659 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $143.41万 | 0.09% | 6,181 | 27 | 0.4% | $6,264 | 加仓 |
| SNOW | SNOWFLAKE INC | $142.71万 | 0.09% | 9,462 | 599 | 6.8% | $9.03万 | 加仓 |
| AFL | AFLAC INC | $141.76万 | 0.09% | 12,921 | -268 | -2.0% | -$2.94万 | 减仓 |
| AGNC | AGNC INVT CORP | $141.60万 | 0.09% | 141,178 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $141.51万 | 0.09% | 5,989 | 105 | 1.8% | $2.48万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $141.28万 | 0.09% | 17,961 | 446 | 2.5% | $3.51万 | 加仓 |
| NU | NU HLDGS LTD | $140.96万 | 0.09% | 98,091 | 10,548 | 12.0% | $15.16万 | 加仓 |
| INTU | INTUIT | $140.78万 | 0.09% | 3,256 | -2,169 | -40.0% | -$93.78万 | 减仓 |
| SLB | SLB LIMITED | $140.13万 | 0.09% | 27,268 | 39 | 0.1% | $2,004 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $139.88万 | 0.09% | 7,499 | -3 | -0.0% | -$560 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $138.35万 | 0.09% | 7,584 | 1,268 | 20.1% | $23.13万 | 加仓 |
| COP | CONOCOPHILLIPS | $138.01万 | 0.09% | 10,455 | 311 | 3.1% | $4.11万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $137.97万 | 0.09% | 8,406 | 1,053 | 14.3% | $17.28万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $137.88万 | 0.09% | 4,962 | 30 | 0.6% | $8,336 | 加仓 |
| FDX | FEDEX CORP | $137.70万 | 0.09% | 3,866 | 19 | 0.5% | $6,767 | 加仓 |
| FTNT | FORTINET INC | $137.03万 | 0.09% | 16,768 | 3,825 | 29.6% | $31.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $136.79万 | 0.09% | 2,005 | 32 | 1.6% | $2.18万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $133.30万 | 0.09% | 16,160 | -245 | -1.5% | -$2.02万 | 减仓 |
| MCO | MOODYS CORP | $132.49万 | 0.09% | 3,037 | 35 | 1.2% | $1.53万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $132.13万 | 0.09% | 14,320 | 33 | 0.2% | $3,045 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $131.77万 | 0.09% | 23,248 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $131.41万 | 0.09% | 760 | -32 | -4.0% | -$5.53万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $130.81万 | 0.09% | 19,787 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $129.05万 | 0.08% | 5,285 | 3 | 0.1% | $733 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $127.18万 | 0.08% | 5,872 | -63 | -1.1% | -$1.36万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $127.12万 | 0.08% | 20,258 | -279 | -1.4% | -$1.75万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $126.31万 | 0.08% | 300 | -189 | -38.7% | -$79.58万 | 减仓 |
| MDT | MEDTRONIC PLC | $124.47万 | 0.08% | 14,365 | 1,274 | 9.7% | $11.04万 | 加仓 |
| EIX | EDISON INTL | $122.90万 | 0.08% | 16,794 | 0 | 0.0% | — | 不变 |