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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $293.60万 | 0.17% | 2,903 | -383 | -11.7% | -$38.74万 | 减仓 |
| LQD | ISHARES TR | $293.18万 | 0.17% | 26,879 | -1,191 | -4.2% | -$12.99万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $291.21万 | 0.16% | 46,041 | 16,556 | 56.2% | $104.72万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $289.77万 | 0.16% | 50,290 | -876 | -1.7% | -$5.05万 | 减仓 |
| MCD | MCDONALDS CORP | $284.74万 | 0.16% | 10,534 | -1,356 | -11.4% | -$36.65万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $277.54万 | 0.16% | 122,912 | 830 | 0.7% | $1.87万 | 加仓 |
| DHR | DANAHER CORP DEL | $276.04万 | 0.16% | 14,492 | 75 | 0.5% | $1.43万 | 加仓 |
| CB | CHUBB LIMITED | $268.03万 | 0.15% | 7,866 | 897 | 12.9% | $30.56万 | 加仓 |
| CMI | CUMMINS INC | $267.53万 | 0.15% | 3,751 | 12 | 0.3% | $8,559 | 加仓 |
| QCOM | QUALCOMM INC | $267.37万 | 0.15% | 14,469 | -7,207 | -33.2% | -$133.18万 | 减仓 |
| O | REALTY INCOME CORP | $265.17万 | 0.15% | 42,797 | -4,408 | -9.3% | -$27.31万 | 减仓 |
| AMGN | AMGEN INC | $263.33万 | 0.15% | 7,272 | -40 | -0.5% | -$1.45万 | 减仓 |
| FTNT | FORTINET INC | $262.14万 | 0.15% | 17,064 | 296 | 1.8% | $4.55万 | 加仓 |
| BX | BLACKSTONE INC | $261.00万 | 0.15% | 22,181 | 1,408 | 6.8% | $16.57万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $257.99万 | 0.15% | 6,617 | -228 | -3.3% | -$8.89万 | 减仓 |
| DE | DEERE & CO | $254.62万 | 0.14% | 4,014 | -25 | -0.6% | -$1.59万 | 减仓 |
| IBN | ICICI BANK LIMITED | $252.31万 | 0.14% | 86,915 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $252.09万 | 0.14% | 26,339 | 136 | 0.5% | $1.30万 | 加仓 |
| WFC | WELLS FARGO & CO | $252.00万 | 0.14% | 30,494 | -5,577 | -15.5% | -$46.09万 | 减仓 |
| RY | ROYAL BK CDA | $250.81万 | 0.14% | 12,118 | 15 | 0.1% | $3,105 | 加仓 |
| PGR | PROGRESSIVE CORP | $250.26万 | 0.14% | 11,456 | -8,793 | -43.4% | -$192.08万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $250.14万 | 0.14% | 48,685 | 11,054 | 29.4% | $56.80万 | 加仓 |
| PEP | PEPSICO INC | $249.08万 | 0.14% | 18,396 | -2,623 | -12.5% | -$35.52万 | 减仓 |
| AZN | ASTRAZENECA PLC | $236.55万 | 0.13% | 12,475 | -169 | -1.3% | -$3.20万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $236.14万 | 0.13% | 52,335 | 14,835 | 39.6% | $66.94万 | 加仓 |
| APP | APPLOVIN CORP | $232.73万 | 0.13% | 4,517 | 1,546 | 52.0% | $79.65万 | 加仓 |
| WELL | WELLTOWER INC | $231.99万 | 0.13% | 10,221 | 25 | 0.2% | $5,674 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $230.73万 | 0.13% | 2,391 | 350 | 17.1% | $33.77万 | 加仓 |
| DIS | DISNEY WALT CO | $229.70万 | 0.13% | 23,864 | 1,191 | 5.3% | $11.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $227.55万 | 0.13% | 3,313 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $225.45万 | 0.13% | 14,881 | 1,068 | 7.7% | $16.18万 | 加仓 |
| WF | WOORI FINL GROUP INC | $222.35万 | 0.13% | 38,737 | 15,390 | 65.9% | $88.34万 | 加仓 |
| RDDT | REDDIT INC | $222.32万 | 0.13% | 12,808 | 540 | 4.4% | $9.37万 | 加仓 |
| HYG | ISHARES TR | $221.30万 | 0.13% | 27,673 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $219.25万 | 0.12% | 3,045 | 19 | 0.6% | $1.37万 | 加仓 |
| ICF | ISHARES TR | $218.90万 | 0.12% | 32,368 | -914 | -2.7% | -$6.18万 | 减仓 |
| TFC | TRUIST FINL CORP | $218.55万 | 0.12% | 43,867 | 130 | 0.3% | $6,477 | 加仓 |
| ANET | ARISTA NETWORKS INC | $215.53万 | 0.12% | 12,687 | 234 | 1.9% | $3.98万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $214.57万 | 0.12% | 94,315 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $214.32万 | 0.12% | 17,650 | 727 | 4.3% | $8.83万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $213.68万 | 0.12% | 14,776 | 2,172 | 17.2% | $31.41万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $211.48万 | 0.12% | 15,112 | 187 | 1.3% | $2.62万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $210.07万 | 0.12% | 4,190 | -273 | -6.1% | -$13.69万 | 减仓 |
| IEMG | ISHARES INC | $208.26万 | 0.12% | 25,140 | 13,590 | 117.7% | $112.58万 | 加仓 |
| SPGI | S&P GLOBAL INC | $204.28万 | 0.12% | 5,016 | -132 | -2.6% | -$5.38万 | 减仓 |
| FAST | FASTENAL CO | $203.37万 | 0.12% | 42,342 | 159 | 0.4% | $7,637 | 加仓 |
| WIT | WIPRO LTD | $202.83万 | 0.11% | 901,459 | 884,543 | 5,229.0% | $199.02万 | 加仓 |
| DOW | DOW HLDGS INC | $199.35万 | 0.11% | 72,861 | 1,111 | 1.5% | $3.04万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $199.12万 | 0.11% | 4,054 | 2 | 0.0% | $982 | 加仓 |
| EFA | ISHARES TR | $198.99万 | 0.11% | 19,155 | -39 | -0.2% | -$4,052 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $197.17万 | 0.11% | 21,369 | 1,585 | 8.0% | $14.62万 | 加仓 |
| SKM | SK TELECOM CO LTD | $191.60万 | 0.11% | 59,577 | 361 | 0.6% | $1.16万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $188.37万 | 0.11% | 5,019 | 57 | 1.1% | $2.14万 | 加仓 |
| IWB | ISHARES TR | $185.71万 | 0.11% | 4,535 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $182.94万 | 0.10% | 19,954 | 221 | 1.1% | $2.03万 | 加仓 |
| NVS | NOVARTIS AG | $181.31万 | 0.10% | 11,569 | 125 | 1.1% | $1.96万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $179.58万 | 0.10% | 7,400 | -17 | -0.2% | -$4,125 | 减仓 |
| CVS | CVS HEALTH CORP | $178.99万 | 0.10% | 17,302 | 6,714 | 63.4% | $69.46万 | 加仓 |
| CCJ | CAMECO CORP | $178.39万 | 0.10% | 17,513 | -3 | -0.0% | -$306 | 减仓 |
| C | CITIGROUP INC | $177.18万 | 0.10% | 12,659 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $174.89万 | 0.10% | 14,703 | 383 | 2.7% | $4.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $173.08万 | 0.10% | 19,720 | -233 | -1.2% | -$2.05万 | 减仓 |
| SONY | SONY GROUP CORP | $168.43万 | 0.10% | 83,965 | -560 | -0.7% | -$1.12万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $168.43万 | 0.10% | 7,531 | 32 | 0.4% | $7,157 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $167.55万 | 0.09% | 3,373 | 56 | 1.7% | $2.78万 | 加仓 |
| WMB | WILLIAMS COS INC | $165.87万 | 0.09% | 22,312 | 660 | 3.0% | $4.91万 | 加仓 |
| SHEL | SHELL PLC | $165.01万 | 0.09% | 21,281 | 1,071 | 5.3% | $8.30万 | 加仓 |
| DTM | DT MIDSTREAM INC | $163.04万 | 0.09% | 11,111 | 362 | 3.4% | $5.31万 | 加仓 |
| WPC | WP CAREY INC | $160.52万 | 0.09% | 22,451 | 65 | 0.3% | $4,648 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $160.01万 | 0.09% | 11,696 | 185 | 1.6% | $2.53万 | 加仓 |
| INFY | INFOSYS LTD | $158.95万 | 0.09% | 151,524 | 17,900 | 13.4% | $18.78万 | 重新持有 |
| CP | CANADIAN PACIFIC KANSAS CITY | $156.17万 | 0.09% | 18,023 | 62 | 0.3% | $5,372 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $156.11万 | 0.09% | 12,333 | 4,061 | 49.1% | $51.40万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $155.86万 | 0.09% | 16,391 | 231 | 1.4% | $2.20万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $155.00万 | 0.09% | 48,483 | 1,711 | 3.7% | $5.47万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $154.34万 | 0.09% | 7,693 | 109 | 1.4% | $2.19万 | 加仓 |
| AFL | AFLAC INC | $153.87万 | 0.09% | 13,123 | 202 | 1.6% | $2.37万 | 加仓 |
| SBUX | STARBUCKS CORP | $151.54万 | 0.09% | 14,829 | 2,496 | 20.2% | $25.51万 | 加仓 |
| CRM | SALESFORCE INC | $150.96万 | 0.09% | 9,636 | -3,541 | -26.9% | -$55.47万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $150.37万 | 0.09% | 4,491 | 73 | 1.7% | $2.44万 | 加仓 |
| CRH | CRH PLC | $150.21万 | 0.09% | 14,038 | 101 | 0.7% | $1.08万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $149.79万 | 0.08% | 171,191 | 171,191 | — | $149.79万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $149.05万 | 0.08% | 16,426 | -3,548 | -17.8% | -$32.19万 | 减仓 |
| GRMN | GARMIN LTD | $147.06万 | 0.08% | 6,191 | 10 | 0.2% | $2,375 | 加仓 |
| COP | CONOCOPHILLIPS | $144.21万 | 0.08% | 13,872 | 3,417 | 32.7% | $35.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $141.26万 | 0.08% | 6,338 | -88 | -1.4% | -$1.96万 | 减仓 |
| MPC | MARATHON PETE CORP | $139.49万 | 0.08% | 5,456 | 171 | 3.2% | $4.37万 | 加仓 |
| MCO | MOODYS CORP | $138.10万 | 0.08% | 3,049 | 12 | 0.4% | $5,435 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $137.86万 | 0.08% | 23,835 | -4,332 | -15.4% | -$25.06万 | 减仓 |
| D | DOMINION ENERGY INC | $137.07万 | 0.08% | 20,072 | 246 | 1.2% | $1.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $136.60万 | 0.08% | 15,858 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $136.08万 | 0.08% | 1,934 | -21 | -1.1% | -$1.48万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $134.83万 | 0.08% | 5,873 | 1 | 0.0% | $230 | 加仓 |
| BA | BOEING CO | $133.50万 | 0.08% | 6,167 | 201 | 3.4% | $4.35万 | 加仓 |
| MELI | MERCADOLIBRE INC | $132.40万 | 0.07% | 780 | 20 | 2.6% | $3.39万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $132.19万 | 0.07% | 3,567 | 6 | 0.2% | $2,224 | 加仓 |
| SAP | SAP SE | $130.69万 | 0.07% | 8,480 | -1,702 | -16.7% | -$26.23万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $129.73万 | 0.07% | 8,879 | 52 | 0.6% | $7,598 | 加仓 |
| SLB | SLB LIMITED | $127.23万 | 0.07% | 27,367 | 99 | 0.4% | $4,603 | 加仓 |
| EIX | EDISON INTL | $126.39万 | 0.07% | 16,977 | 183 | 1.1% | $1.36万 | 加仓 |