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 |
|---|---|---|---|---|---|---|---|---|
| CHKP | CHECK POINT SOFTWARE TECH LT | $52.74万 | 0.03% | 4,013 | 4,013 | — | $52.74万 | 新建仓 |
| PNR | PENTAIR PLC | $52.29万 | 0.03% | 6,821 | 195 | 2.9% | $1.49万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $52.22万 | 0.03% | 2,089 | 39 | 1.9% | $9,749 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $52.21万 | 0.03% | 9,262 | 18 | 0.2% | $1,015 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $52.08万 | 0.03% | 781 | -25 | -3.1% | -$1.67万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $51.92万 | 0.03% | 3,115 | -2,879 | -48.0% | -$47.98万 | 减仓 |
| HSY | HERSHEY CO | $51.85万 | 0.03% | 2,955 | 6 | 0.2% | $1,053 | 加仓 |
| OKTA | OKTA INC | $51.61万 | 0.03% | 3,782 | -824 | -17.9% | -$11.24万 | 重新持有 |
| MRP | MILLROSE PPTYS INC | $51.36万 | 0.03% | 17,090 | -457 | -2.6% | -$1.37万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.25万 | 0.03% | 1,748 | 17 | 1.0% | $4,984 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.97万 | 0.03% | 2,154 | -1,486 | -40.8% | -$35.17万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $50.91万 | 0.03% | 1,267 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $50.32万 | 0.03% | 8,002 | 1,877 | 30.6% | $11.80万 | 加仓 |
| HUM | HUMANA INC | $49.33万 | 0.03% | 1,242 | -192 | -13.4% | -$7.63万 | 重新持有 |
| FFIV | F5 INC | $49.08万 | 0.03% | 1,180 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $49.06万 | 0.03% | 1,663 | 11 | 0.7% | $3,245 | 加仓 |
| ABNB | AIRBNB INC | $49.04万 | 0.03% | 3,427 | -79 | -2.3% | -$1.13万 | 减仓 |
| BIDU | BAIDU INC | $48.98万 | 0.03% | 4,286 | -2,403 | -35.9% | -$27.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $48.96万 | 0.03% | 4,096 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $48.94万 | 0.03% | 3,234 | -96 | -2.9% | -$1.45万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $48.93万 | 0.03% | 4,136 | 432 | 11.7% | $5.11万 | 加仓 |
| SRE | SEMPRA | $47.63万 | 0.03% | 5,137 | 134 | 2.7% | $1.24万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $47.61万 | 0.03% | 1,037 | -349 | -25.2% | -$16.02万 | 减仓 |
| TWLO | TWILIO INC | $46.98万 | 0.03% | 2,277 | 2,277 | — | $46.98万 | 新建仓 |
| HAL | HALLIBURTON CO | $46.97万 | 0.03% | 13,836 | 957 | 7.4% | $3.25万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $46.50万 | 0.03% | 364 | -9 | -2.4% | -$1.15万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.21万 | 0.03% | 6,049 | 37 | 0.6% | $2,827 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $46.04万 | 0.03% | 5,807 | 26 | 0.4% | $2,062 | 加仓 |
| VLTO | VERALTO CORP | $45.63万 | 0.03% | 5,145 | -10 | -0.2% | -$887 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.19万 | 0.03% | 6,161 | 110 | 1.8% | $8,068 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $45.18万 | 0.03% | 2,610 | 18 | 0.7% | $3,116 | 加仓 |
| OEF | ISHARES TR | $44.86万 | 0.03% | 1,226 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $44.57万 | 0.03% | 2,914 | -8 | -0.3% | -$1,224 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $44.42万 | 0.03% | 11,149 | 335 | 3.1% | $1.33万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.34万 | 0.03% | 1,526 | 155 | 11.3% | $4.50万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $44.30万 | 0.03% | 15,506 | 15,506 | — | $44.30万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $44.09万 | 0.02% | 4,545 | -10 | -0.2% | -$970 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $44.07万 | 0.02% | 32,811 | -405 | -1.2% | -$5,439 | 减仓 |
| CVNA | CARVANA CO | $43.84万 | 0.02% | 6,660 | 120 | 1.8% | $7,898 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $43.50万 | 0.02% | 12,726 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $43.26万 | 0.02% | 6,588 | 173 | 2.7% | $1.14万 | 加仓 |
| CWB | SPDR SERIES TRUST | $43.13万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $43.01万 | 0.02% | 8,180 | 8,180 | — | $43.01万 | 新建仓 |
| HRB | BLOCK H & R INC | $42.62万 | 0.02% | 11,192 | 11,192 | — | $42.62万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $42.61万 | 0.02% | 14,529 | -1,007 | -6.5% | -$2.95万 | 减仓 |
| ADC | AGREE RLTY CORP | $42.25万 | 0.02% | 5,578 | 408 | 7.9% | $3.09万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $41.88万 | 0.02% | 2,287 | 1 | 0.0% | $183 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $41.70万 | 0.02% | 9,657 | -1,115 | -10.4% | -$4.81万 | 减仓 |
| PCG | PG&E CORP | $41.59万 | 0.02% | 24,726 | 411 | 1.7% | $6,913 | 加仓 |
| MDB | MONGODB INC | $41.42万 | 0.02% | 1,233 | 12 | 1.0% | $4,031 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $40.95万 | 0.02% | 3,507 | 448 | 14.6% | $5.23万 | 加仓 |
| BWA | BORGWARNER INC | $40.85万 | 0.02% | 6,152 | 202 | 3.4% | $1.34万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $40.78万 | 0.02% | 22,570 | 1,267 | 5.9% | $2.29万 | 加仓 |
| ABEV | AMBEV SA | $40.77万 | 0.02% | 129,842 | -768 | -0.6% | -$2,412 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $40.55万 | 0.02% | 1,420 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $40.43万 | 0.02% | 1,078 | 28 | 2.7% | $1.05万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $39.72万 | 0.02% | 8,857 | -241 | -2.6% | -$1.08万 | 减仓 |
| TRMB | TRIMBLE INC | $39.72万 | 0.02% | 7,760 | 356 | 4.8% | $1.82万 | 加仓 |
| IJR | ISHARES TR | $38.78万 | 0.02% | 2,614 | -1 | -0.0% | -$148 | 减仓 |
| DHI | D R HORTON INC | $38.28万 | 0.02% | 2,350 | 162 | 7.4% | $2.64万 | 加仓 |
| STT | STATE STR CORP | $38.16万 | 0.02% | 2,250 | 85 | 3.9% | $1.44万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $37.97万 | 0.02% | 1,375 | 1,375 | — | $37.97万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $37.74万 | 0.02% | 4,582 | -1 | -0.0% | -$82 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $37.43万 | 0.02% | 7,728 | 4 | 0.1% | $194 | 加仓 |
| XEL | XCEL ENERGY INC | $37.28万 | 0.02% | 4,643 | 202 | 4.5% | $1.62万 | 加仓 |
| MET | METLIFE INC | $37.25万 | 0.02% | 4,402 | -1,752 | -28.5% | -$14.82万 | 减仓 |
| CLS | CELESTICA INC | $37.21万 | 0.02% | 1,020 | 9 | 0.9% | $3,283 | 加仓 |
| QGEN | QIAGEN NV | $37.05万 | 0.02% | 9,476 | 160 | 1.7% | $6,256 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $36.97万 | 0.02% | 1,228 | -28 | -2.2% | -$8,429 | 减仓 |
| ACWX | ISHARES TR | $36.75万 | 0.02% | 4,829 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $36.70万 | 0.02% | 177 | -1 | -0.6% | -$2,073 | 减仓 |
| IR | INGERSOLL RAND INC | $36.62万 | 0.02% | 4,466 | 177 | 4.1% | $1.45万 | 加仓 |
| COR | CENCORA INC | $36.59万 | 0.02% | 1,293 | -98 | -7.0% | -$2.77万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $36.53万 | 0.02% | 2,856 | 80 | 2.9% | $1.02万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $36.48万 | 0.02% | 62,569 | 3,704 | 6.3% | $2.16万 | 加仓 |
| M | MACYS INC | $36.37万 | 0.02% | 15,445 | 950 | 6.6% | $2.24万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $36.35万 | 0.02% | 1,584 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $36.17万 | 0.02% | 10,688 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $36.05万 | 0.02% | 1,791 | 18 | 1.0% | $3,624 | 加仓 |
| FSLR | FIRST SOLAR INC | $35.96万 | 0.02% | 1,524 | 1 | 0.1% | $236 | 加仓 |
| SYY | SYSCO CORP | $35.84万 | 0.02% | 4,288 | 150 | 3.6% | $1.25万 | 加仓 |
| NKE | NIKE INC | $35.72万 | 0.02% | 8,701 | 2,514 | 40.6% | $10.32万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.54万 | 0.02% | 570 | -432 | -43.1% | -$26.94万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $35.53万 | 0.02% | 447 | 447 | — | $35.53万 | 新建仓 |
| PPL | PPL CORP | $35.50万 | 0.02% | 9,766 | -28 | -0.3% | -$1,018 | 减仓 |
| JD | JD.COM INC | $35.32万 | 0.02% | 13,861 | 221 | 1.6% | $5,631 | 加仓 |
| PINS | PINTEREST INC | $35.23万 | 0.02% | 16,754 | 3,957 | 30.9% | $8.32万 | 重新持有 |
| SWKS | SKYWORKS SOLUTIONS INC | $34.96万 | 0.02% | 5,157 | -7,937 | -60.6% | -$53.81万 | 减仓 |
| CNH | CNH INDL N V | $34.92万 | 0.02% | 31,096 | 1,485 | 5.0% | $1.67万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.86万 | 0.02% | 1,055 | 9 | 0.9% | $2,974 | 加仓 |
| TXG | 10X GENOMICS INC | $34.74万 | 0.02% | 9,060 | 9,060 | — | $34.74万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $34.59万 | 0.02% | 4,535 | -1,825 | -28.7% | -$13.92万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $34.52万 | 0.02% | 4,662 | -28 | -0.6% | -$2,073 | 减仓 |
| ILMN | ILLUMINA INC | $34.39万 | 0.02% | 1,956 | 93 | 5.0% | $1.64万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $34.35万 | 0.02% | 1,263 | 1,263 | — | $34.35万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $34.24万 | 0.02% | 2,195 | 2,195 | — | $34.24万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.15万 | 0.02% | 10,259 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $34.15万 | 0.02% | 5,027 | 37 | 0.7% | $2,513 | 加仓 |
| EOG | EOG RES INC | $34.09万 | 0.02% | 2,628 | -1,492 | -36.2% | -$19.36万 | 减仓 |
| QUAL | ISHARES TR | $34.03万 | 0.02% | 1,551 | 0 | 0.0% | — | 不变 |