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 |
|---|---|---|---|---|---|---|---|---|
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -6,781 | -100.0% | -$56.28万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -8,328 | -100.0% | -$55.94万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,366 | -100.0% | -$52.80万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -5,356 | -100.0% | -$50.93万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,979 | -100.0% | -$49.93万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -10,266 | -100.0% | -$49.75万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -17,670 | -100.0% | -$49.10万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$45.61万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -5,093 | -100.0% | -$45.26万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6,426 | -100.0% | -$43.77万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -19,004 | -100.0% | -$43.56万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,975 | -100.0% | -$42.92万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,996 | -100.0% | -$39.91万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,134 | -100.0% | -$39.49万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -4,059 | -100.0% | -$37.46万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFSI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,316 | -100.0% | -$35.63万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -11,799 | -100.0% | -$34.78万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,014 | -100.0% | -$34.64万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$34.04万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -841 | -100.0% | -$33.75万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -9,296 | -100.0% | -$33.73万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,744 | -100.0% | -$32.03万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -2,412 | -100.0% | -$31.74万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,300 | -100.0% | -$28.38万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -785 | -100.0% | -$28.04万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -5,861 | -100.0% | -$26.90万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -4,193 | -100.0% | -$26.83万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,208 | -100.0% | -$25.41万 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -2,895 | -100.0% | -$24.99万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -9,484 | -100.0% | -$24.83万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,458 | -100.0% | -$24.51万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -8,961 | -100.0% | -$23.80万 | 清仓 |
| ICL | ICL GROUP LTD | $0 | 0.00% | 0 | -40,362 | -100.0% | -$23.05万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -5,567 | -100.0% | -$21.48万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -507 | -100.0% | -$21.15万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -967 | -100.0% | -$20.98万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -6,580 | -100.0% | -$20.27万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -12,058 | -100.0% | -$15.51万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -24,298 | -100.0% | -$10.64万 | 清仓 |