First Foundation Advisors 13F 持仓 · 2026年Q2
First Foundation Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 353 只证券，申报市值合计 27.82 亿美元。前几大持仓：MSFT（13.31%）、IVV（8.09%）、GOOG（4.73%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $370.2M | 13.31% | 992,430 | 减持 |
| 2 | IVV | ISHARES TR | $225.0M | 8.09% | 300,496 | 增持 |
| 3 | GOOG | ALPHABET INC | $131.7M | 4.73% | 372,706 | 减持 |
| 4 | IEFA | ISHARES TR | $114.9M | 4.13% | 1.2M | 增持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $105.8M | 3.80% | 182,059 | 增持 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $88.6M | 3.18% | 1.6M | 减持 |
| 7 | IEMG | ISHARES INC | $69.9M | 2.51% | 844,318 | 增持 |
| 8 | AMZN | AMAZON COM INC | $67.1M | 2.41% | 281,608 | 减持 |
| 9 | IWR | ISHARES TR | $64.3M | 2.31% | 583,207 | 增持 |
| 10 | GSLC | GOLDMAN SACHS ETF TR | $63.3M | 2.27% | 446,025 | 减持 |
| 11 | AAPL | APPLE INC | $62.7M | 2.25% | 216,711 | 减持 |
| 12 | MOAT | VANECK ETF TRUST | $61.7M | 2.22% | 593,918 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $52.3M | 1.88% | 104,602 | 减持 |
| 14 | GSSC | GOLDMAN SACHS ETF TR | $46.8M | 1.68% | 512,488 | 减持 |
| 15 | GSIE | GOLDMAN SACHS ETF TR | $46.6M | 1.67% | 1.0M | 减持 |
| 16 | IWM | ISHARES TR | $45.4M | 1.63% | 151,117 | 增持 |
| 17 | PRFZ | INVESCO EXCHANGE TRADED FD T | $41.2M | 1.48% | 739,179 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $38.4M | 1.38% | 191,927 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $32.0M | 1.15% | 97,905 | 减持 |
| 20 | APH | AMPHENOL CORP | $28.0M | 1.01% | 158,700 | 减持 |
| 21 | IAU | ISHARES GOLD TR | $27.1M | 0.98% | 359,362 | 增持 |
| 22 | AMAT | APPLIED MATLS INC | $24.8M | 0.89% | 34,278 | 减持 |
| 23 | GEM | GOLDMAN SACHS ETF TR | $22.3M | 0.80% | 428,400 | 增持 |
| 24 | IWF | ISHARES TR | $19.6M | 0.70% | 157,598 | 增持 |
| 25 | CMF | ISHARES TR | $18.4M | 0.66% | 318,941 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR