FF

First Foundation Advisors

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$24.8億

申報季度: 2026-03-31 · 持股檔數: 574

FIRST FOUNDATION ADVISORS在最新一期 13F 報告中揭露了 574 項持股，申報期為 2026-03-31，總持股市值約為 US$24.8億，季度換手率為 15.4%。

機構性格雪花圖

集中度
16.07
持倉穩定性
15.39
動能／逆勢
100
產業集中度
86.5
多樣化
100
倉位均衡度
64.71

近期動向

  • 減碼 MSFT

    -0.0%　-US$1.1億

  • 加碼 IEMG

    +19.4%　US$1039.0萬

  • 減碼 UPS

    -79.3%　-US$1388.2萬

  • 加碼 IEFA

    +5.0%　US$589.5萬

  • 加碼 JEPI

    +4.3%　US$283.8萬

  • 加碼 IVV

    +2.5%　-US$446.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 334 大持股（共 574 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1MSFTMicrosoft CORP股票-科技14.89%-3.33%-0.04%
2IVVIshares Core S&p 500 ETFETF-大型股與成長7.79%+0.33%+2.49%
3GOOGAlphabet Inc-cl C股票-通訊服務4.42%-0.21%-2.26%
4IEFAIshares Core Msci Eafe ETFETF-其他4.01%+0.48%+5.04%
5JEPIJpmorgan Equity Premium IncoETF-其他3.60%+0.34%+4.30%
6MOATVaneck Morningstar Wide MoatETF-其他2.89%-0.08%-2.25%
7AAPLApple INC股票-科技2.89%-0.01%+0.07%
8AMZNAmazon.com INC股票-循環性消費2.43%-0.10%-0.59%
9GSLCGoldman Activebeta US Lc ETFETF-避險與商品2.31%-0.02%-1.77%
10IEMGIshares Core Msci EmergingETF-新興市場2.17%+0.53%+19.39%
11IWRIshares Russell Mid-cap ETFETF-其他2.17%+0.29%+6.91%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他2.03%+0.02%-0.53%
13GSIEGoldman Sachs Activebeta IntETF-避險與商品1.78%—+1.46%
14GSSCGoldman Sachs Activebeta USETF-避險與商品1.55%—+5.48%
15AMDAdvanced Micro Devices股票-科技1.49%+0.02%-0.44%
16NVDANvidia CORP股票-科技1.41%—+4.05%
17PRFZInv Rafi US 1500 Sm-usd INCETF-其他1.40%—-2.14%
18IWMIshares Russell 2000 ETFETF-中小型股1.28%—-1.05%
19IAUIshares Gold TrustETF-避險與商品1.23%+0.18%+1.72%
20JPMJpmorgan Chase & Co股票-金融1.18%-0.02%+0.42%
21APHAmphenol Corp-cl A股票-科技0.86%-0.02%-2.88%
22CMFIshares California Muni BondETF-其他0.82%—-2.87%
23SCHWSchwab (charles) CORP股票-金融0.74%—+1.33%
24IWFIshares Russell 1000 GrowthETF-其他0.73%-0.13%-11.68%
25GEMGoldman Sachs Activebeta EmETF-避險與商品0.71%+0.13%+9.43%
26UBERUber Technologies INC股票-工業0.69%-0.02%+3.18%
27MAMastercard INC - A股票-金融0.67%-0.08%-3.44%
28RSPInvesco S&p 500 Equal WeightETF-大型股與成長0.66%—+1.15%
29AGGIshares Core U.s. AggregateETF-其他0.65%—+8.37%
30PMPhilip Morris International股票-非循環性消費0.61%—-0.09%
31COSTCostco Wholesale CORP股票-非循環性消費0.57%+0.10%-0.74%
32JPREJpmorgan Realty Income ETFETF-其他0.57%-0.15%-27.85%
33AGGYWisdomtree Yield Enhanced USETF-其他0.56%—+3.37%
34IEFIshares 7-10 Year Treasury BETF-政府公債0.53%—+10.01%
35CORCencora INC股票-醫療保健0.52%-0.03%-4.39%
36INFLHorizon Kinetics Infl BenefETF-其他0.52%+0.14%+9.87%
37METAMeta Platforms Inc-class A股票-通訊服務0.50%-0.04%-0.15%
38ITOTIshares Core S&p Total U.s.ETF-其他0.48%-0.04%-8.55%
39XYLDGlobal X S&p 500 Cove Call EETF-大型股與成長0.48%—+1.19%
40AMATApplied Materials INC股票-科技0.48%+0.14%+0.04%
41GALSs Global Allocation ETFETF-其他0.46%—+2.70%
42GOOGLAlphabet Inc-cl A股票-通訊服務0.45%—+0.88%
43JNJJohnson & Johnson股票-醫療保健0.45%+0.09%+0.21%
44LOWLowe's Cos INC股票-循環性消費0.42%—-0.42%
45SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.41%—-2.62%
46CPCanadian Pacific Kansas City股票-工業0.40%—+0.04%
47SGOVIshares 0-3 Month Treasury BETF-政府公債0.39%+0.12%+33.01%
48DGROIshares Core Dividend GrowthETF-其他0.38%+0.17%+70.71%
49QUALIshares Msci USA Quality FacETF-其他0.38%—-6.55%
50PWZInvesco California Amt-freeETF-其他0.36%—+15.32%
1–50 of 334

本季持股變動

First Foundation Advisors 在 2026-03-31 最顯著的持倉異動： 清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: C&s Real Estate Active ETF (CSRE); 新建倉: Broadridge Financial Solutio (BR); 新建倉: AstraZeneca PLC (AZN); 減碼: Microsoft CORP (MSFT) — 股數 -0.04%.

First Foundation Advisors 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1IEMGIshares Core Msci Emerging+0.5%+19.39%加碼
2IEFAIshares Core Msci Eafe ETF+0.5%+5.04%加碼
3JEPIJpmorgan Equity Premium Inco+0.3%+4.30%加碼
4IVVIshares Core S&p 500 ETF+0.3%+2.49%加碼
5CMDYIshares Bloomberg Roll Selec+0.3%+953.21%加碼
6IWRIshares Russell Mid-cap ETF+0.3%+6.91%加碼
7IJRIshares Core S&p Small-cap E+0.2%+552.00%加碼
8IAUIshares Gold Trust+0.2%+1.72%加碼
9DGROIshares Core Dividend Growth+0.2%+70.71%加碼
10AMATApplied Materials INC+0.1%+0.04%加碼
11INFLHorizon Kinetics Infl Benef+0.1%+9.87%加碼
12GEMGoldman Sachs Activebeta Em+0.1%+9.43%加碼
13SGOVIshares 0-3 Month Treasury B+0.1%+33.01%加碼
14XOMExxon Mobil CORP+0.1%-3.35%減碼
15COSTCostco Wholesale CORP+0.1%-0.74%減碼
16DJPIpath Bloomberg Commodity In+0.1%+8.66%加碼
17JNJJohnson & Johnson+0.1%+0.21%加碼
18ASMLASML Holding N.V.+0.1%-0.02%減碼
19BRK-BBerkshire Hathaway Inc-cl B0%-0.53%減碼
20AMDAdvanced Micro Devices0%-0.44%減碼
21AAPLApple INC0%+0.07%加碼
22GSLCGoldman Activebeta US Lc ETF0%-1.77%減碼
23JPMJpmorgan Chase & Co0%+0.42%加碼
24APHAmphenol Corp-cl A0%-2.88%減碼
25UBERUber Technologies INC0%+3.18%加碼
26CORCencora INC0%-4.39%減碼
27METAMeta Platforms Inc-class A0%-0.15%減碼
28ITOTIshares Core S&p Total U.s.0%-8.55%減碼
29ADBEAdobe INC-0.1%+1.94%加碼
30TXNTexas Instruments INC-0.1%-39.33%減碼
31NOWServicenow INC-0.1%-7.32%減碼
32BURBurford Capital Limited-0.1%+0.28%加碼
33INTUIntuit INC-0.1%-5.77%減碼
34MOATVaneck Morningstar Wide Moat-0.1%-2.25%減碼
35MAMastercard INC - A-0.1%-3.44%減碼
36AMZNAmazon.com INC-0.1%-0.59%減碼
37QCOMQualcomm INC-0.1%-5.72%減碼
38APPApplovin Corp-class A-0.1%-0.46%減碼
39SUSuncor Energy INC-0.1%-55.39%減碼
40IWFIshares Russell 1000 Growth-0.1%-11.68%減碼
41JPREJpmorgan Realty Income ETF-0.2%-27.85%減碼
42PLDPrologis INC-0.2%-62.45%減碼
43GOOGAlphabet Inc-cl C-0.2%-2.26%減碼
44SRLNSs Blackstone Sr Loan ETF-0.3%-61.02%減碼
45UPSUnited Parcel Service-cl B-0.5%-79.30%減碼
46MSFTMicrosoft CORP-3.3%-0.04%減碼
47AZNNAstrazeneca Plc-spons Adr—EXIT清倉
48CSREC&s Real Estate Active ETF—NEW新建倉
49BRBroadridge Financial Solutio—NEW新建倉
50AZNAstraZeneca PLC—NEW新建倉

FAQ

First Foundation Advisors 是什麼機構？屬於哪種投資人類型？
First Foundation Advisors 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$24.8億，分佈在 574 個已申報部位之中。
First Foundation Advisors 目前前幾大持股有哪些？
根據最新 13F 申報，First Foundation Advisors 按市值排列的前幾大持股為： 1. Microsoft CORP (MSFT) — US$3.7億 (14.9%) 2. Ishares Core S&p 500 ETF (IVV) — US$1.9億 (7.8%) 3. Alphabet Inc-cl C (GOOG) — US$1.1億 (4.4%) 4. Ishares Core Msci Eafe ETF (IEFA) — US$9952.6萬 (4.0%) 5. Jpmorgan Equity Premium Inco (JEPI) — US$8933.1萬 (3.6%)
First Foundation Advisors 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，First Foundation Advisors 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 20 個既有持股、減碼 26 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: C&s Real Estate Active ETF (CSRE); 新建倉: Broadridge Financial Solutio (BR); 新建倉: AstraZeneca PLC (AZN); 減碼: Microsoft CORP (MSFT) — 股數 -0.04%
First Foundation Advisors 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，First Foundation Advisors 的主要板塊分佈如下： • Information Technology: 49.6% • Financials: 12.3% • Communication Services: 11.5% • Consumer Discretionary: 7.6% • Health Care: 6.1% • Industrials: 4.8%