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 |
|---|---|---|---|---|---|---|---|---|
| SLF | SUN LIFE FINANCIAL INC. | $33.91万 | 0.02% | 4,324 | 238 | 5.8% | $1.87万 | 加仓 |
| CPNG | COUPANG INC | $33.48万 | 0.02% | 19,273 | -9,911 | -34.0% | -$17.22万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $33.36万 | 0.02% | 6,011 | 136 | 2.3% | $7,548 | 加仓 |
| CTVA | CORTEVA INC | $33.31万 | 0.02% | 3,933 | 134 | 3.5% | $1.13万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $33.13万 | 0.02% | 1,396 | 47 | 3.5% | $1.12万 | 加仓 |
| LINE | LINEAGE INC | $33.04万 | 0.02% | 7,639 | 7,639 | — | $33.04万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $32.88万 | 0.02% | 1,488 | 1,488 | — | $32.88万 | 新建仓 |
| TRP | TC ENERGY CORP | $32.85万 | 0.02% | 4,956 | 1,026 | 26.1% | $6.80万 | 加仓 |
| EQT | EQT CORP | $32.43万 | 0.02% | 6,100 | -2,582 | -29.7% | -$13.73万 | 减仓 |
| NGG | NATIONAL GRID PLC | $32.19万 | 0.02% | 3,884 | 82 | 2.2% | $6,795 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $31.32万 | 0.02% | 17,013 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $31.18万 | 0.02% | 7,728 | 7,728 | — | $31.18万 | 新建仓 |
| FOXA | FOX CORP | $31.01万 | 0.02% | 5,945 | 285 | 5.0% | $1.49万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $30.98万 | 0.02% | 3,799 | 185 | 5.1% | $1.51万 | 重新持有 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.91万 | 0.02% | 1,641 | 134 | 8.9% | $2.52万 | 加仓 |
| HEI | HEICO CORP NEW | $30.88万 | 0.02% | 867 | 42 | 5.1% | $1.50万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $30.79万 | 0.02% | 6,667 | 20 | 0.3% | $924 | 加仓 |
| CRWV | COREWEAVE INC | $30.61万 | 0.02% | 3,075 | 112 | 3.8% | $1.11万 | 加仓 |
| INCY | INCYTE CORP | $30.40万 | 0.02% | 2,682 | 312 | 13.2% | $3.54万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $30.38万 | 0.02% | 8,967 | 333 | 3.9% | $1.13万 | 加仓 |
| L | LOEWS CORP | $30.37万 | 0.02% | 2,683 | 473 | 21.4% | $5.35万 | 加仓 |
| IDXX | IDEXX LABS INC | $30.16万 | 0.02% | 573 | 39 | 7.3% | $2.05万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $29.94万 | 0.02% | 534 | 30 | 6.0% | $1.68万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $29.64万 | 0.02% | 1,963 | 1,963 | — | $29.64万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $29.47万 | 0.02% | 1,670 | 3 | 0.2% | $529 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $29.14万 | 0.02% | 766 | 766 | — | $29.14万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.11万 | 0.02% | 2,197 | -19 | -0.9% | -$2,518 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $28.66万 | 0.02% | 1,120 | 38 | 3.5% | $9,723 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $28.49万 | 0.02% | 12,730 | 177 | 1.4% | $3,961 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $28.48万 | 0.02% | 5,495 | 522 | 10.5% | $2.71万 | 加仓 |
| RL | RALPH LAUREN CORP | $28.26万 | 0.02% | 704 | 15 | 2.2% | $6,021 | 加仓 |
| P | EVERPURE INC | $28.05万 | 0.02% | 3,560 | -1,675 | -32.0% | -$13.20万 | 重新持有 |
| CNC | CENTENE CORP DEL | $27.97万 | 0.02% | 4,358 | 4,358 | — | $27.97万 | 新建仓 |
| URI | UNITED RENTALS INC | $27.76万 | 0.02% | 245 | 245 | — | $27.76万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $27.28万 | 0.02% | 1,961 | -77 | -3.8% | -$1.07万 | 减仓 |
| MRNA | MODERNA INC | $27.17万 | 0.02% | 3,880 | 3,880 | — | $27.17万 | 新建仓 |
| MP | MP MATERIALS CORP | $26.67万 | 0.02% | 4,761 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $26.57万 | 0.02% | 3,698 | 76 | 2.1% | $5,461 | 加仓 |
| TSN | TYSON FOODS INC | $26.36万 | 0.01% | 4,605 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $26.36万 | 0.01% | 2,580 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $26.21万 | 0.01% | 13,436 | -108 | -0.8% | -$2,107 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.19万 | 0.01% | 774 | -176 | -18.5% | -$5.96万 | 减仓 |
| FN | FABRINET | $25.91万 | 0.01% | 461 | 461 | — | $25.91万 | 新建仓 |
| MKSI | MKS INC. | $25.84万 | 0.01% | 581 | 581 | — | $25.84万 | 新建仓 |
| TRGP | TARGA RES CORP | $25.82万 | 0.01% | 963 | 83 | 9.4% | $2.23万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $25.77万 | 0.01% | 12,958 | -214 | -1.6% | -$4,256 | 减仓 |
| BRO | BROWN & BROWN INC | $25.49万 | 0.01% | 3,974 | 533 | 15.5% | $3.42万 | 加仓 |
| IYF | ISHARES TR | $25.40万 | 0.01% | 1,992 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $25.39万 | 0.01% | 3,508 | 3,508 | — | $25.39万 | 新建仓 |
| RELX | RELX PLC | $25.31万 | 0.01% | 7,993 | 31 | 0.4% | $982 | 加仓 |
| NTRS | NORTHERN TR CORP | $25.21万 | 0.01% | 1,450 | 3 | 0.2% | $522 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $25.20万 | 0.01% | 3,369 | 3,369 | — | $25.20万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $25.16万 | 0.01% | 3,482 | 128 | 3.8% | $9,251 | 加仓 |
| KKR | KKR & CO INC | $24.97万 | 0.01% | 2,721 | 173 | 6.8% | $1.59万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.84万 | 0.01% | 14,010 | 18 | 0.1% | $319 | 加仓 |
| RMD | RESMED INC | $24.83万 | 0.01% | 1,274 | -1,281 | -50.1% | -$24.96万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $24.61万 | 0.01% | 844 | 844 | — | $24.61万 | 新建仓 |
| EVRG | EVERGY INC | $24.43万 | 0.01% | 2,826 | 2,826 | — | $24.43万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $24.28万 | 0.01% | 8,611 | 8,611 | — | $24.28万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $24.26万 | 0.01% | 4,201 | 9 | 0.2% | $520 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $24.22万 | 0.01% | 3,113 | 3,113 | — | $24.22万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $24.20万 | 0.01% | 6,121 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $24.17万 | 0.01% | 2,756 | 2,756 | — | $24.17万 | 新建仓 |
| APA | APA CORPORATION | $24.16万 | 0.01% | 7,417 | 1,287 | 21.0% | $4.19万 | 加仓 |
| XYL | XYLEM INC | $24.03万 | 0.01% | 2,033 | -68 | -3.2% | -$8,038 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $23.88万 | 0.01% | 7,677 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $23.77万 | 0.01% | 3,872 | -233 | -5.7% | -$1.43万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $23.74万 | 0.01% | 3,393 | -36 | -1.0% | -$2,519 | 减仓 |
| DAL | DELTA AIR LINES INC | $23.56万 | 0.01% | 2,516 | 2,516 | — | $23.56万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $23.26万 | 0.01% | 1,591 | -3,348 | -67.8% | -$48.94万 | 减仓 |
| PKG | PACKAGING CORP AMER | $23.26万 | 0.01% | 976 | 6 | 0.6% | $1,430 | 加仓 |
| EME | EMCOR GROUP INC | $23.24万 | 0.01% | 280 | 280 | — | $23.24万 | 新建仓 |
| WAB | WABTEC | $23.05万 | 0.01% | 855 | 12 | 1.4% | $3,235 | 加仓 |
| TOST | TOAST INC | $22.99万 | 0.01% | 8,263 | 8,263 | — | $22.99万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.88万 | 0.01% | 1,475 | 201 | 15.8% | $3.12万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $22.83万 | 0.01% | 1,611 | -40 | -2.4% | -$5,669 | 重新持有 |
| FTV | FORTIVE CORP | $22.70万 | 0.01% | 3,716 | 3,716 | — | $22.70万 | 新建仓 |
| PHM | PULTE GROUP INC | $22.28万 | 0.01% | 1,624 | 1,624 | — | $22.28万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $22.08万 | 0.01% | 3,426 | -41 | -1.2% | -$2,642 | 减仓 |
| NICE | NICE LTD | $21.93万 | 0.01% | 2,414 | -189 | -7.3% | -$1.72万 | 减仓 |
| CLX | CLOROX CO DEL | $21.89万 | 0.01% | 2,294 | -763 | -25.0% | -$7.28万 | 减仓 |
| RUN | SUNRUN INC | $21.71万 | 0.01% | 16,227 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $21.45万 | 0.01% | 2,636 | 2,636 | — | $21.45万 | 新建仓 |
| NDSN | NORDSON CORP | $21.30万 | 0.01% | 706 | 706 | — | $21.30万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $21.24万 | 0.01% | 1,223 | -3 | -0.2% | -$521 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $21.24万 | 0.01% | 911 | 911 | — | $21.24万 | 新建仓 |
| FE | FIRSTENERGY CORP | $21.23万 | 0.01% | 4,466 | -6,441 | -59.1% | -$30.62万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $21.17万 | 0.01% | 4,118 | 4,118 | — | $21.17万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.95万 | 0.01% | 1,865 | 79 | 4.4% | $8,873 | 加仓 |
| PPG | PPG INDS INC | $20.92万 | 0.01% | 1,725 | 1,725 | — | $20.92万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.91万 | 0.01% | 875 | 875 | — | $20.91万 | 新建仓 |
| ING | ING GROEP N.V. | $20.90万 | 0.01% | 6,659 | 6,659 | — | $20.90万 | 新建仓 |
| ALLE | ALLEGION PLC | $20.88万 | 0.01% | 1,486 | -39 | -2.6% | -$5,479 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.75万 | 0.01% | 383 | -5 | -1.3% | -$2,709 | 减仓 |
| MTB | M & T BK CORP | $20.73万 | 0.01% | 871 | 871 | — | $20.73万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $20.54万 | 0.01% | 1,630 | -67 | -3.9% | -$8,442 | 减仓 |
| LH | LABCORP HOLDINGS INC | $20.44万 | 0.01% | 730 | 730 | — | $20.44万 | 新建仓 |
| NVT | NVENT ELEC PLC | $20.23万 | 0.01% | 1,193 | 1,193 | — | $20.23万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $20.16万 | 0.01% | 14,606 | 2,269 | 18.4% | $3.13万 | 加仓 |
| OSK | OSHKOSH CORP | $20.15万 | 0.01% | 1,313 | 1,313 | — | $20.15万 | 新建仓 |