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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $73.41万 | 0.05% | 2,139 | 10 | 0.5% | $3,432 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $72.87万 | 0.05% | 35,118 | 63 | 0.2% | $1,307 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $72.81万 | 0.05% | 11,202 | 14 | 0.1% | $910 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $72.67万 | 0.05% | 9,415 | -6,964 | -42.5% | -$53.75万 | 减仓 |
| TKC | TURKCELL ILETISIM | $72.62万 | 0.05% | 120,433 | 22,908 | 23.5% | $13.81万 | 加仓 |
| DINO | HF SINCLAIR CORP | $71.97万 | 0.05% | 11,535 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $71.85万 | 0.05% | 3,944 | 11 | 0.3% | $2,004 | 加仓 |
| VST | VISTRA CORP | $71.78万 | 0.05% | 4,775 | 20 | 0.4% | $3,007 | 加仓 |
| AMP | AMERIPRISE FINL INC | $71.68万 | 0.05% | 1,613 | -1 | -0.1% | -$444 | 减仓 |
| PL | PLANET LABS PBC | $71.38万 | 0.05% | 25,537 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $71.24万 | 0.05% | 6,364 | -77 | -1.2% | -$8,619 | 减仓 |
| TW | TRADEWEB MKTS INC | $71.23万 | 0.05% | 6,054 | -1,819 | -23.1% | -$21.40万 | 减仓 |
| PII | POLARIS INC | $71.08万 | 0.05% | 13,043 | 422 | 3.3% | $2.30万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $70.80万 | 0.05% | 2,467 | 3 | 0.1% | $861 | 加仓 |
| EMR | EMERSON ELEC CO | $70.75万 | 0.05% | 5,400 | 50 | 0.9% | $6,551 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $70.14万 | 0.05% | 3,546 | -142 | -3.9% | -$2.81万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $70.12万 | 0.05% | 13,094 | 4,347 | 49.7% | $23.28万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $68.73万 | 0.05% | 7,125 | 2,204 | 44.8% | $21.26万 | 重新持有 |
| LAZ | LAZARD INC | $68.56万 | 0.04% | 16,140 | 61 | 0.4% | $2,591 | 加仓 |
| NET | CLOUDFLARE INC | $68.38万 | 0.04% | 3,314 | 441 | 15.3% | $9.10万 | 加仓 |
| IWM | ISHARES TR | $67.75万 | 0.04% | 2,732 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $67.21万 | 0.04% | 1,386 | 633 | 84.1% | $30.69万 | 重新持有 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $66.50万 | 0.04% | 9,587 | 322 | 3.5% | $2.23万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $66.36万 | 0.04% | 24,166 | 2,721 | 12.7% | $7.47万 | 加仓 |
| TFSL | TFS FINL CORP | $66.13万 | 0.04% | 47,067 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $65.88万 | 0.04% | 3,895 | 298 | 8.3% | $5.04万 | 加仓 |
| VLO | VALERO ENERGY CORP | $65.40万 | 0.04% | 2,647 | -1 | -0.0% | -$247 | 减仓 |
| F | FORD MTR CO | $65.31万 | 0.04% | 56,594 | -72 | -0.1% | -$831 | 减仓 |
| HRL | HORMEL FOODS CORP | $65.18万 | 0.04% | 28,775 | -1,334 | -4.4% | -$3.02万 | 减仓 |
| PDD | PDD HOLDINGS INC | $64.99万 | 0.04% | 6,360 | 2,353 | 58.7% | $24.04万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $64.98万 | 0.04% | 8,287 | -10,450 | -55.8% | -$81.94万 | 减仓 |
| GM | GENERAL MTRS CO | $63.36万 | 0.04% | 8,505 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $63.32万 | 0.04% | 2,136 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $62.77万 | 0.04% | 1,945 | 1,945 | — | $62.77万 | 新建仓 |
| EPR | EPR PPTYS | $62.46万 | 0.04% | 12,502 | -289 | -2.3% | -$1.44万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $62.29万 | 0.04% | 23,478 | 114 | 0.5% | $3,024 | 加仓 |
| CMCSA | COMCAST CORP NEW | $62.12万 | 0.04% | 21,637 | 1,942 | 9.9% | $5.58万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $62.09万 | 0.04% | 2,984 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $62.07万 | 0.04% | 569 | 7 | 1.2% | $7,636 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $62.05万 | 0.04% | 33,216 | 312 | 0.9% | $5,828 | 加仓 |
| HSY | HERSHEY CO | $61.31万 | 0.04% | 2,949 | 3 | 0.1% | $624 | 加仓 |
| EOG | EOG RES INC | $59.56万 | 0.04% | 4,120 | 1,488 | 56.5% | $21.51万 | 加仓 |
| BP | BP PLC | $59.25万 | 0.04% | 12,607 | 216 | 1.7% | $1.02万 | 加仓 |
| JBL | JABIL INC | $58.12万 | 0.04% | 2,188 | 17 | 0.8% | $4,516 | 加仓 |
| PNR | PENTAIR PLC | $57.72万 | 0.04% | 6,626 | -84 | -1.3% | -$7,317 | 减仓 |
| RMD | RESMED INC | $57.35万 | 0.04% | 2,555 | 38 | 1.5% | $8,530 | 加仓 |
| NTAP | NETAPP INC | $57.11万 | 0.04% | 5,578 | 131 | 2.4% | $1.34万 | 加仓 |
| EBAY | EBAY INC. | $56.82万 | 0.04% | 6,243 | 220 | 3.7% | $2.00万 | 加仓 |
| VRSN | VERISIGN INC | $56.23万 | 0.04% | 2,264 | -353 | -13.5% | -$8.77万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $55.46万 | 0.04% | 5,853 | 1,899 | 48.0% | $17.99万 | 加仓 |
| BLK | BLACKROCK INC | $55.39万 | 0.04% | 576 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $55.25万 | 0.04% | 10,907 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $55.25万 | 0.04% | 8,682 | 302 | 3.6% | $1.92万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $55.10万 | 0.04% | 936 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $55.10万 | 0.04% | 29,184 | -12,832 | -30.5% | -$24.23万 | 减仓 |
| DG | DOLLAR GEN CORP | $54.95万 | 0.04% | 4,628 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $54.35万 | 0.04% | 11,002 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $53.84万 | 0.04% | 10,814 | -161 | -1.5% | -$8,016 | 减仓 |
| CBRE | CBRE GROUP INC | $53.64万 | 0.04% | 3,960 | -63 | -1.6% | -$8,534 | 减仓 |
| WWD | WOODWARD INC | $53.47万 | 0.04% | 1,494 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $53.39万 | 0.04% | 2,712 | -1,192 | -30.5% | -$23.47万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $53.38万 | 0.04% | 9,979 | -6,885 | -40.8% | -$36.83万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $53.14万 | 0.03% | 6,565 | 33 | 0.5% | $2,671 | 加仓 |
| ECL | ECOLAB INC | $52.57万 | 0.03% | 1,976 | 28 | 1.4% | $7,449 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $52.42万 | 0.03% | 7,563 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $52.36万 | 0.03% | 6,706 | 414 | 6.6% | $3.23万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $52.36万 | 0.03% | 3,330 | 8 | 0.2% | $1,258 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $52.20万 | 0.03% | 6,519 | 9 | 0.1% | $721 | 加仓 |
| CI | THE CIGNA GROUP | $52.07万 | 0.03% | 1,952 | -9 | -0.5% | -$2,401 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $51.77万 | 0.03% | 12,255 | 3,445 | 39.1% | $14.55万 | 重新持有 |
| AME | AMETEK INC | $51.17万 | 0.03% | 2,387 | 22 | 0.9% | $4,716 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.16万 | 0.03% | 2,518 | -2,635 | -51.1% | -$53.54万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.98万 | 0.03% | 7,190 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $50.84万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $50.33万 | 0.03% | 10,493 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $50.28万 | 0.03% | 1,731 | -55 | -3.1% | -$1.60万 | 减仓 |
| BIO | BIO RAD LABS INC | $50.23万 | 0.03% | 1,802 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $50.22万 | 0.03% | 12,879 | 32 | 0.2% | $1,248 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $50.00万 | 0.03% | 12,726 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $49.83万 | 0.03% | 709 | 709 | — | $49.83万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $49.07万 | 0.03% | 2,273 | 151 | 7.1% | $3.26万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $48.76万 | 0.03% | 806 | 36 | 4.7% | $2.18万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $48.72万 | 0.03% | 10,772 | 151 | 1.4% | $6,830 | 加仓 |
| SRE | SEMPRA | $48.61万 | 0.03% | 5,003 | 19 | 0.4% | $1,846 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $48.43万 | 0.03% | 15,130 | -194 | -1.3% | -$6,210 | 减仓 |
| USB | US BANCORP | $48.41万 | 0.03% | 9,307 | 99 | 1.1% | $5,149 | 加仓 |
| TRMB | TRIMBLE INC | $48.30万 | 0.03% | 7,404 | 88 | 1.2% | $5,740 | 加仓 |
| NVMI | NOVA LTD | $48.16万 | 0.03% | 1,109 | -3 | -0.3% | -$1,303 | 减仓 |
| — | COTERRA ENERGY INC | $48.14万 | 0.03% | 13,699 | -6 | -0.0% | -$211 | 减仓 |
| CMS | CMS ENERGY CORP | $48.05万 | 0.03% | 6,194 | -56 | -0.9% | -$4,344 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $48.02万 | 0.03% | 1,338 | -5 | -0.4% | -$1,794 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $47.93万 | 0.03% | 18,203 | 8,196 | 81.9% | $21.58万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.32万 | 0.03% | 1,371 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $47.06万 | 0.03% | 12,645 | -6,474 | -33.9% | -$24.10万 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL | $47.04万 | 0.03% | 373 | -2 | -0.5% | -$2,522 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $47.00万 | 0.03% | 1,708 | 4 | 0.2% | $1,101 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $46.93万 | 0.03% | 19,709 | -63 | -0.3% | -$1,500 | 减仓 |
| DDOG | DATADOG INC | $46.83万 | 0.03% | 3,967 | 3,967 | — | $46.83万 | 新建仓 |
| ENB | ENBRIDGE INC | $46.13万 | 0.03% | 8,521 | 78 | 0.9% | $4,223 | 重新持有 |
| XYZ | BLOCK INC | $46.01万 | 0.03% | 7,645 | 1,991 | 35.2% | $11.98万 | 重新持有 |