PERRYMAN FINANCIAL ADVISORY INC /AD
DALLAS TX · SEC CIK 0000934040
$7.51亿2026Q2 申报市值
191持仓数
39.1%前十大占比 · 第一大 11.0%
25 / 10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
V 加仓+$152.74万
MA 加仓+$122.08万
CRWD 加仓+$101.12万
AMZN 加仓+$94.93万
ASML 加仓+$93.51万
2026Q2 卖出最多 按季末市值估算
FSCO 清仓-$91.08万
SCHD 减仓-$67.10万
FSSL 清仓-$65.12万
LQD 减仓-$57.91万
SPGP 减仓-$54.86万
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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $89.84万 | 0.12% | 2,404 | 2,404 | — | $89.84万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $91.35万 | 0.12% | 5,050 | 74 | 1.5% | $1.34万 | 加仓 |
| AOK | ISHARES TR | $95.27万 | 0.13% | 22,968 | -230 | -1.0% | -$9,541 | 减仓 |
| VOO | VANGUARD INDEX FDS | $95.97万 | 0.13% | 1,397 | -303 | -17.8% | -$20.81万 | 减仓 |
| COWZ | PACER FDS TR | $97.79万 | 0.13% | 15,722 | -81 | -0.5% | -$5,038 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $99.11万 | 0.13% | 6,272 | -266 | -4.1% | -$4.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $109.61万 | 0.15% | 6,613 | 290 | 4.6% | $4.81万 | 加仓 |
| PSX | PHILLIPS 66 | $116.50万 | 0.16% | 6,891 | -52 | -0.7% | -$8,791 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $116.60万 | 0.16% | 31,085 | 2,720 | 9.6% | $10.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $117.51万 | 0.16% | 7,487 | 38 | 0.5% | $5,964 | 加仓 |
| KO | COCA COLA CO | $124.05万 | 0.17% | 15,264 | -97 | -0.6% | -$7,883 | 减仓 |
| DLN | WISDOMTREE TR | $128.67万 | 0.17% | 13,358 | -284 | -2.1% | -$2.74万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $129.39万 | 0.17% | 10,128 | 501 | 5.2% | $6.40万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $134.46万 | 0.18% | 10,421 | 434 | 4.3% | $5.60万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $134.83万 | 0.18% | 4,350 | -300 | -6.5% | -$9.30万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $143.63万 | 0.19% | 29,811 | -1,948 | -6.1% | -$9.39万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $145.85万 | 0.19% | 3,054 | 1,591 | 108.7% | $75.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $150.07万 | 0.20% | 16,264 | -290 | -1.8% | -$2.68万 | 减仓 |
| MGK | VANGUARD WORLD FD | $150.69万 | 0.20% | 17,142 | 2 | 0.0% | $176 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $156.88万 | 0.21% | 8,234 | -188 | -2.2% | -$3.58万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $167.10万 | 0.22% | 9,442 | 297 | 3.2% | $5.26万 | 加仓 |
| TSLA | TESLA INC | $167.58万 | 0.22% | 3,984 | 2,083 | 109.6% | $87.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $169.75万 | 0.23% | 19,706 | -250 | -1.3% | -$2.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $172.63万 | 0.23% | 30,565 | -2,492 | -7.5% | -$14.07万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $173.96万 | 0.23% | 55,937 | 3,153 | 6.0% | $9.81万 | 加仓 |
| CSCO | CISCO SYS INC | $174.80万 | 0.23% | 14,882 | 45 | 0.3% | $5,286 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $183.86万 | 0.24% | 1,818 | 73 | 4.2% | $7.38万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $184.87万 | 0.25% | 36,550 | 214 | 0.6% | $1.08万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $187.24万 | 0.25% | 24,999 | -4,340 | -14.8% | -$32.51万 | 减仓 |
| IXN | ISHARES TR | $191.53万 | 0.25% | 13,257 | 489 | 3.8% | $7.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $197.54万 | 0.26% | 5,338 | -218 | -3.9% | -$8.07万 | 减仓 |
| DVY | ISHARES TR | $199.94万 | 0.27% | 12,792 | -82 | -0.6% | -$1.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $202.71万 | 0.27% | 4,051 | 957 | 30.9% | $47.89万 | 加仓 |
| VEEV | VEEVA SYS INC | $210.94万 | 0.28% | 11,886 | 1,563 | 15.1% | $27.74万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $237.83万 | 0.32% | 37,816 | 279 | 0.7% | $1.75万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $239.92万 | 0.32% | 37,197 | -2,846 | -7.1% | -$18.36万 | 减仓 |
| LQD | ISHARES TR | $258.28万 | 0.34% | 23,680 | -5,309 | -18.3% | -$57.91万 | 减仓 |
| ASML | ASML HLDG NV | $258.65万 | 0.34% | 1,300 | 470 | 56.6% | $93.51万 | 加仓 |
| ORCL | ORACLE CORP | $267.03万 | 0.36% | 18,221 | 26 | 0.1% | $3,810 | 加仓 |
| QQQ | INVESCO QQQ TR | $271.95万 | 0.36% | 3,693 | 40 | 1.1% | $2.95万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $284.43万 | 0.38% | 6,307 | 683 | 12.1% | $30.80万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $286.43万 | 0.38% | 46,779 | 1,476 | 3.3% | $9.04万 | 加仓 |
| LLY | ELI LILLY & CO | $287.62万 | 0.38% | 2,398 | 409 | 20.6% | $49.06万 | 加仓 |
| TXN | TEXAS INSTRS INC | $287.62万 | 0.38% | 9,649 | -476 | -4.7% | -$14.19万 | 减仓 |
| USMV | ISHARES TR | $292.05万 | 0.39% | 30,277 | -1,915 | -5.9% | -$18.47万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $295.16万 | 0.39% | 25,299 | 84 | 0.3% | $9,800 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $296.54万 | 0.39% | 24,249 | -4,486 | -15.6% | -$54.86万 | 减仓 |
| WMT | WALMART INC | $306.37万 | 0.41% | 27,050 | 543 | 2.0% | $6.15万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $323.43万 | 0.43% | 15,201 | -991 | -6.1% | -$21.09万 | 减仓 |
| NFLX | NETFLIX INC. | $352.91万 | 0.47% | 49,427 | -689 | -1.4% | -$4.92万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $356.99万 | 0.48% | 33,209 | 2,258 | 7.3% | $24.27万 | 加仓 |
| MGV | VANGUARD WORLD FD | $361.76万 | 0.48% | 22,133 | -26 | -0.1% | -$4,250 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $367.03万 | 0.49% | 50,779 | -57 | -0.1% | -$4,120 | 减仓 |
| OEF | ISHARES TR | $377.25万 | 0.50% | 10,311 | 34 | 0.3% | $1.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $393.30万 | 0.52% | 24,045 | 1,137 | 5.0% | $18.60万 | 加仓 |
| DGRO | ISHARES TR | $399.27万 | 0.53% | 52,681 | 46 | 0.1% | $3,486 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $426.44万 | 0.57% | 5,588 | 1,325 | 31.1% | $101.12万 | 加仓 |
| META | META PLATFORMS INC | $470.04万 | 0.63% | 8,345 | 1,107 | 15.3% | $62.35万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $511.16万 | 0.68% | 111,850 | 3,241 | 3.0% | $14.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $518.65万 | 0.69% | 23,799 | -337 | -1.4% | -$7.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $519.87万 | 0.69% | 163,946 | -21,161 | -11.4% | -$67.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $545.82万 | 0.73% | 23,067 | -123 | -0.5% | -$2.91万 | 减仓 |
| COP | CONOCOPHILLIPS | $559.80万 | 0.75% | 53,848 | 1,432 | 2.7% | $14.89万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $573.81万 | 0.76% | 63,686 | 1,683 | 2.7% | $15.16万 | 加仓 |
| DGRW | WISDOMTREE TR | $590.25万 | 0.79% | 61,729 | -2,077 | -3.3% | -$19.86万 | 减仓 |
| EOG | EOG RES INC | $590.35万 | 0.79% | 45,506 | 1,843 | 4.2% | $23.91万 | 加仓 |
| SBUX | STARBUCKS CORP | $657.68万 | 0.88% | 64,359 | 2,849 | 4.6% | $29.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $663.59万 | 0.88% | 19,459 | 1,249 | 6.9% | $42.59万 | 加仓 |
| EQL | ALPS ETF TR | $700.27万 | 0.93% | 138,804 | 3,961 | 2.9% | $19.98万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $707.50万 | 0.94% | 13,887 | 737 | 5.6% | $37.55万 | 加仓 |
| PEP | PEPSICO INC | $757.10万 | 1.01% | 55,916 | 1,166 | 2.1% | $15.79万 | 加仓 |
| MRK | MERCK & CO INC | $759.71万 | 1.01% | 59,121 | 2,506 | 4.4% | $32.20万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $821.62万 | 1.09% | 34,376 | 716 | 2.1% | $17.11万 | 加仓 |
| HD | HOME DEPOT INC | $849.60万 | 1.13% | 24,090 | 820 | 3.5% | $28.92万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $912.42万 | 1.21% | 74,544 | 1,733 | 2.4% | $21.21万 | 加仓 |
| RTX | RTX CORPORATION | $957.86万 | 1.27% | 50,485 | 2,597 | 5.4% | $49.27万 | 加仓 |
| IOO | ISHARES TR | $976.89万 | 1.30% | 71,515 | -58 | -0.1% | -$7,923 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $976.99万 | 1.30% | 156,419 | 2,838 | 1.8% | $17.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $979.46万 | 1.30% | 66,793 | 2,764 | 4.3% | $40.53万 | 加仓 |
| — | EXXON MOBIL CORP | $988.50万 | 1.32% | 72,301 | 1,653 | 2.3% | $22.60万 | 加仓 |
| BAC | BANK OF AMER CORP | $994.56万 | 1.32% | 174,545 | 5,660 | 3.4% | $32.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,020.23万 | 1.36% | 10,906 | 233 | 2.2% | $21.80万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,028.80万 | 1.37% | 74,800 | 1,012 | 1.4% | $13.92万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1,040.52万 | 1.38% | 71,100 | 892 | 1.3% | $13.05万 | 加仓 |
| DE | DEERE & CO | $1,088.36万 | 1.45% | 17,158 | 422 | 2.5% | $26.77万 | 加仓 |
| CAT | CATERPILLAR INC | $1,143.39万 | 1.52% | 10,737 | 350 | 3.4% | $37.27万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,148.97万 | 1.53% | 236,123 | 2,784 | 1.2% | $13.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,223.92万 | 1.63% | 48,192 | 1,236 | 2.6% | $31.39万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,321.16万 | 1.76% | 35,650 | 473 | 1.3% | $17.53万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,342.82万 | 1.79% | 60,249 | 1,433 | 2.4% | $31.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,410.02万 | 1.88% | 27,454 | 2,377 | 9.5% | $122.08万 | 加仓 |
| GOOGL | ALPHABET INC | $1,480.92万 | 1.97% | 41,439 | 251 | 0.6% | $8.97万 | 加仓 |
| BX | BLACKSTONE INC | $1,539.40万 | 2.05% | 130,823 | 1,096 | 0.8% | $12.90万 | 加仓 |
| V | VISA INC | $1,710.48万 | 2.28% | 49,855 | 4,452 | 9.8% | $152.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,840.93万 | 2.45% | 56,241 | 580 | 1.0% | $18.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,985.86万 | 2.64% | 53,233 | 1,480 | 2.9% | $55.21万 | 加仓 |
| GOOG | ALPHABET INC | $2,215.99万 | 2.95% | 62,717 | 789 | 1.3% | $27.88万 | 加仓 |
| AVGO | BROADCOM INC | $2,235.21万 | 2.98% | 59,172 | 1,103 | 1.9% | $41.67万 | 加仓 |
| AMZN | AMAZON COM INC | $2,401.33万 | 3.20% | 100,752 | 3,983 | 4.1% | $94.93万 | 加仓 |
| AAPL | APPLE INC | $5,673.62万 | 7.55% | 196,075 | -105 | -0.1% | -$3.04万 | 减仓 |