PERRYMAN FINANCIAL ADVISORY INC /AD
DALLAS TX · SEC CIK 0000934040
$6.67亿2026Q1 申报市值
175持仓数
38.3%前十大占比 · 第一大 10.8%
9 / 3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
RWL 加仓+$79.17万
IOO 加仓+$72.26万
EQL 加仓+$66.50万
DIVO 加仓+$58.36万
XLG 加仓+$51.47万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$249.60万
AAPL 减仓-$109.43万
FSSL 减仓-$81.69万
SCHD 减仓-$78.67万
JLL 减仓-$78.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VFMF | VANGUARD WELLINGTON FD | $141.81万 | 0.21% | 9,145 | 843 | 10.2% | $13.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $145.29万 | 0.22% | 3,326 | -500 | -13.1% | -$21.84万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $147.00万 | 0.22% | 52,784 | 4,671 | 9.7% | $13.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $147.66万 | 0.22% | 1,745 | 65 | 3.9% | $5.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.26万 | 0.22% | 3,094 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $149.36万 | 0.22% | 31,759 | 145 | 0.5% | $6,819 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $155.58万 | 0.23% | 16,554 | -197 | -1.2% | -$1.85万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $166.43万 | 0.25% | 4,263 | 1,179 | 38.2% | $46.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $178.25万 | 0.27% | 5,556 | 744 | 15.5% | $23.87万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $181.24万 | 0.27% | 40,043 | 1,480 | 3.8% | $6.70万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $181.28万 | 0.27% | 36,336 | 2,962 | 8.9% | $14.78万 | 加仓 |
| VEEV | VEEVA SYS INC | $181.33万 | 0.27% | 10,323 | -138 | -1.3% | -$2.42万 | 减仓 |
| LLY | ELI LILLY & CO | $182.90万 | 0.27% | 1,989 | 59 | 3.1% | $5.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $187.37万 | 0.28% | 33,057 | 392 | 1.2% | $2.22万 | 加仓 |
| DVY | ISHARES TR | $194.92万 | 0.29% | 12,874 | -370 | -2.8% | -$5.60万 | 减仓 |
| TXN | TEXAS INSTRS INC | $196.56万 | 0.29% | 10,125 | 155 | 1.6% | $3.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $210.84万 | 0.32% | 3,653 | 36 | 1.0% | $2.08万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $214.58万 | 0.32% | 29,339 | -2,641 | -8.3% | -$19.32万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $220.64万 | 0.33% | 37,537 | 261 | 0.7% | $1.53万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $247.13万 | 0.37% | 45,303 | 9,435 | 26.3% | $51.47万 | 加仓 |
| ORCL | ORACLE CORP | $267.66万 | 0.40% | 18,195 | 29 | 0.2% | $4,266 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $291.94万 | 0.44% | 18,210 | 28 | 0.2% | $4,489 | 加仓 |
| ULTA | ULTA BEAUTY INC | $293.97万 | 0.44% | 5,624 | 104 | 1.9% | $5.44万 | 加仓 |
| USMV | ISHARES TR | $298.55万 | 0.45% | 32,192 | -1,454 | -4.3% | -$13.48万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $304.50万 | 0.46% | 30,951 | 162 | 0.5% | $1.59万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $309.25万 | 0.46% | 28,735 | -253 | -0.9% | -$2.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $310.75万 | 0.47% | 16,192 | 456 | 2.9% | $8.75万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $311.73万 | 0.47% | 50,836 | 2,519 | 5.2% | $15.45万 | 加仓 |
| LQD | ISHARES TR | $315.95万 | 0.47% | 28,989 | -2,429 | -7.7% | -$26.47万 | 减仓 |
| MGV | VANGUARD WORLD FD | $321.19万 | 0.48% | 22,159 | 998 | 4.7% | $14.47万 | 加仓 |
| OEF | ISHARES TR | $326.87万 | 0.49% | 10,277 | 339 | 3.4% | $10.78万 | 加仓 |
| WMT | WALMART INC | $329.43万 | 0.49% | 26,507 | -667 | -2.5% | -$8.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $368.85万 | 0.55% | 25,215 | 2,240 | 9.7% | $32.77万 | 加仓 |
| DGRO | ISHARES TR | $369.39万 | 0.55% | 52,635 | 3,241 | 6.6% | $22.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $395.35万 | 0.59% | 22,908 | -1,642 | -6.7% | -$28.34万 | 减仓 |
| META | META PLATFORMS INC | $414.11万 | 0.62% | 7,238 | 507 | 7.5% | $29.01万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $466.20万 | 0.70% | 62,003 | 5,187 | 9.1% | $39.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $473.55万 | 0.71% | 24,136 | 238 | 1.0% | $4.67万 | 加仓 |
| NFLX | NETFLIX INC. | $481.87万 | 0.72% | 50,116 | 2,303 | 4.8% | $22.14万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $487.11万 | 0.73% | 108,609 | 13,012 | 13.6% | $58.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $498.72万 | 0.75% | 23,190 | -360 | -1.5% | -$7.74万 | 减仓 |
| SBUX | STARBUCKS CORP | $551.07万 | 0.83% | 61,510 | 816 | 1.3% | $7.31万 | 加仓 |
| DGRW | WISDOMTREE TR | $560.48万 | 0.84% | 63,806 | 993 | 1.6% | $8.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $567.91万 | 0.85% | 185,107 | -25,642 | -12.2% | -$78.67万 | 减仓 |
| EOG | EOG RES INC | $631.23万 | 0.95% | 43,663 | 19 | 0.0% | $2,747 | 加仓 |
| EQL | ALPS ETF TR | $641.31万 | 0.96% | 134,843 | 13,983 | 11.6% | $66.50万 | 加仓 |
| MRK | MERCK & CO INC | $681.02万 | 1.02% | 56,615 | 547 | 1.0% | $6.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $691.89万 | 1.04% | 52,416 | 385 | 0.7% | $5.08万 | 加仓 |
| CAT | CATERPILLAR INC | $735.86万 | 1.10% | 10,387 | -225 | -2.1% | -$15.94万 | 减仓 |
| HD | HOME DEPOT INC | $765.33万 | 1.15% | 23,270 | 761 | 3.4% | $25.03万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $794.78万 | 1.19% | 13,150 | -260 | -1.9% | -$15.71万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $799.24万 | 1.20% | 72,811 | 96 | 0.1% | $1.05万 | 加仓 |
| BAC | BANK AMERICA CORP | $823.31万 | 1.23% | 168,885 | 1,519 | 0.9% | $7.41万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $847.31万 | 1.27% | 73,788 | 603 | 0.8% | $6.92万 | 加仓 |
| PEP | PEPSICO INC | $850.21万 | 1.27% | 54,750 | -375 | -0.7% | -$5.82万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $862.97万 | 1.29% | 153,581 | -1,778 | -1.1% | -$9.99万 | 减仓 |
| IOO | ISHARES TR | $865.82万 | 1.30% | 71,573 | 5,973 | 9.1% | $72.26万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $900.37万 | 1.35% | 70,208 | 49 | 0.1% | $6,284 | 加仓 |
| RTX | RTX CORPORATION | $923.76万 | 1.39% | 47,888 | -561 | -1.2% | -$10.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $924.83万 | 1.39% | 64,029 | -594 | -0.9% | -$8.58万 | 减仓 |
| DE | DEERE & CO | $942.75万 | 1.41% | 16,736 | 4 | 0.0% | $2,253 | 加仓 |
| LNG | CHENIERE ENERGY INC | $955.13万 | 1.43% | 33,660 | 202 | 0.6% | $5.73万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,063.53万 | 1.59% | 10,673 | -112 | -1.0% | -$11.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,147.80万 | 1.72% | 46,956 | 43 | 0.1% | $1.05万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,150.55万 | 1.73% | 35,177 | -91 | -0.3% | -$2.98万 | 减仓 |
| GOOGL | ALPHABET INC | $1,184.40万 | 1.78% | 41,188 | -89 | -0.2% | -$2.56万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,185.36万 | 1.78% | 233,339 | -3,975 | -1.7% | -$20.19万 | 减仓 |
| — | EXXON MOBIL CORP | $1,198.61万 | 1.80% | 70,648 | 389 | 0.6% | $6.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,253.00万 | 1.88% | 25,077 | 214 | 0.9% | $10.69万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,351.54万 | 2.03% | 58,816 | 35 | 0.1% | $8,043 | 加仓 |
| V | VISA INC | $1,372.25万 | 2.06% | 45,403 | 945 | 2.1% | $28.56万 | 加仓 |
| BX | BLACKSTONE INC | $1,491.73万 | 2.24% | 129,727 | 844 | 0.7% | $9.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,637.31万 | 2.45% | 55,661 | -1,467 | -2.6% | -$43.15万 | 减仓 |
| GOOG | ALPHABET INC | $1,776.46万 | 2.66% | 61,928 | -2,188 | -3.4% | -$62.76万 | 减仓 |
| AVGO | BROADCOM INC | $1,797.31万 | 2.69% | 58,069 | -1,486 | -2.5% | -$45.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,915.73万 | 2.87% | 51,753 | 344 | 0.7% | $12.73万 | 加仓 |
| AMZN | AMAZON COM INC | $2,015.41万 | 3.02% | 96,769 | 547 | 0.6% | $11.39万 | 加仓 |
| AAPL | APPLE INC | $4,978.86万 | 7.46% | 196,180 | -4,312 | -2.2% | -$109.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,199.38万 | 10.79% | 412,808 | -14,312 | -3.4% | -$249.60万 | 减仓 |