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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -3,348 | -100.0% | -$22.57万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1,799 | -100.0% | -$21.62万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -771 | -100.0% | -$20.69万 | 清仓 |
| — | AIRSHIP AI HLDGS INC 看涨期权 | $38 | 0.00% | 100 | 100 | — | $38 | 新建仓 |
| — | SOUNDHOUND AI INC 看涨期权 | $1,930 | 0.00% | 100 | 100 | — | $1,930 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $10.78万 | 0.02% | 11,995 | 85 | 0.7% | $764 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.52万 | 0.03% | 6,727 | 6,727 | — | $20.52万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $20.63万 | 0.03% | 6,152 | 6,152 | — | $20.63万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.65万 | 0.03% | 763 | -255 | -25.0% | -$6.90万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $20.77万 | 0.03% | 4,000 | 4,000 | — | $20.77万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.94万 | 0.03% | 674 | -238 | -26.1% | -$7.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.07万 | 0.03% | 4,397 | 4,397 | — | $22.07万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.46万 | 0.03% | 926 | 28 | 3.1% | $6,790 | 加仓 |
| GLD | SPDR GOLD TR | $22.68万 | 0.03% | 527 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $22.75万 | 0.03% | 3,366 | -1,520 | -31.1% | -$10.27万 | 减仓 |
| XTN | SPDR SERIES TRUST | $22.86万 | 0.03% | 2,458 | 1 | 0.0% | $93 | 加仓 |
| VGT | VANGUARD WORLD FD | $23.10万 | 0.03% | 331 | 10 | 3.1% | $6,979 | 加仓 |
| CB | CHUBB LTD SWITZ | $23.11万 | 0.03% | 709 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $23.17万 | 0.03% | 3,940 | -824 | -17.3% | -$4.85万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $23.49万 | 0.04% | 4,079 | 58 | 1.4% | $3,339 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.25万 | 0.04% | 3,732 | 3,732 | — | $24.25万 | 新建仓 |
| MINT | PIMCO ETF TR | $26.01万 | 0.04% | 2,586 | 2,586 | — | $26.01万 | 新建仓 |
| ISCF | ISHARES TR | $27.43万 | 0.04% | 6,565 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $27.73万 | 0.04% | 3,211 | 12 | 0.4% | $1,036 | 加仓 |
| QUS | SPDR SERIES TRUST | $27.98万 | 0.04% | 1,630 | 26 | 1.6% | $4,463 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $28.15万 | 0.04% | 931 | 210 | 29.1% | $6.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $29.29万 | 0.04% | 9,459 | -266 | -2.7% | -$8,235 | 减仓 |
| XHB | SPDR SERIES TRUST | $29.76万 | 0.04% | 3,015 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.40万 | 0.05% | 1,253 | -103 | -7.6% | -$2.50万 | 减仓 |
| IVV | ISHARES TR | $30.61万 | 0.05% | 469 | 1 | 0.2% | $653 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $31.02万 | 0.05% | 9,015 | 101 | 1.1% | $3,476 | 加仓 |
| VIS | VANGUARD WORLD FD | $31.32万 | 0.05% | 1,003 | 63 | 6.7% | $1.97万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $32.68万 | 0.05% | 6,428 | 6,428 | — | $32.68万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $33.68万 | 0.05% | 5,373 | 1,004 | 23.0% | $6.29万 | 加仓 |
| IYW | ISHARES TR | $34.29万 | 0.05% | 1,890 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $34.91万 | 0.05% | 1,738 | -18 | -1.0% | -$3,615 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.12万 | 0.05% | 1,341 | 2 | 0.1% | $524 | 加仓 |
| DIS | DISNEY WALT CO | $35.36万 | 0.05% | 3,668 | -1,063 | -22.5% | -$10.25万 | 减仓 |
| ACWV | ISHARES INC | $36.15万 | 0.05% | 3,025 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $36.59万 | 0.05% | 6,962 | 2,488 | 55.6% | $13.08万 | 加仓 |
| ABBV | ABBVIE INC | $37.60万 | 0.06% | 1,729 | 40 | 2.4% | $8,698 | 加仓 |
| VOT | VANGUARD INDEX FDS | $38.71万 | 0.06% | 1,504 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $41.04万 | 0.06% | 10,683 | 1,506 | 16.4% | $5.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $42.09万 | 0.06% | 6,378 | -78 | -1.2% | -$5,147 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $42.62万 | 0.06% | 8,633 | 350 | 4.2% | $1.73万 | 加仓 |
| IGIB | ISHARES TR | $43.26万 | 0.06% | 8,129 | 2,672 | 49.0% | $14.22万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $44.17万 | 0.07% | 5,877 | 1,350 | 29.8% | $10.15万 | 加仓 |
| SYK | STRYKER CORPORATION | $44.48万 | 0.07% | 1,354 | 65 | 5.0% | $2.14万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.89万 | 0.07% | 3,130 | -39 | -1.2% | -$5,718 | 减仓 |
| VHT | VANGUARD WORLD FD | $46.32万 | 0.07% | 1,701 | 1 | 0.1% | $272 | 加仓 |
| — | HONEYWELL INTL INC | $46.75万 | 0.07% | 2,068 | 61 | 3.0% | $1.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $46.95万 | 0.07% | 7,664 | -760 | -9.0% | -$4.66万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $48.05万 | 0.07% | 3,775 | 1 | 0.0% | $127 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.44万 | 0.07% | 1,463 | 244 | 20.0% | $8.25万 | 加仓 |
| NOBL | PROSHARES TR | $52.16万 | 0.08% | 4,920 | 1,012 | 25.9% | $10.73万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $52.27万 | 0.08% | 17,311 | 27 | 0.2% | $815 | 加仓 |
| AMGN | AMGEN INC | $53.23万 | 0.08% | 1,513 | 24 | 1.6% | $8,444 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $55.99万 | 0.08% | 5,607 | -854 | -13.2% | -$8.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $56.52万 | 0.08% | 5,772 | 82 | 1.4% | $8,029 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $58.17万 | 0.09% | 3,597 | 96 | 2.7% | $1.55万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $60.79万 | 0.09% | 10,744 | 214 | 2.0% | $1.21万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $63.78万 | 0.10% | 2,098 | 1 | 0.0% | $304 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $64.94万 | 0.10% | 9,028 | 526 | 6.2% | $3.78万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $65.12万 | 0.10% | 52,055 | -65,296 | -55.6% | -$81.69万 | 减仓 |
| DGT | SPDR SERIES TRUST | $65.22万 | 0.10% | 3,847 | 860 | 28.8% | $14.58万 | 加仓 |
| T | AT&T INC | $66.97万 | 0.10% | 23,101 | -13 | -0.1% | -$377 | 减仓 |
| LGLV | SPDR SERIES TRUST | $67.06万 | 0.10% | 3,765 | 68 | 1.8% | $1.21万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.40万 | 0.10% | 26,851 | 43 | 0.2% | $1,079 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $67.54万 | 0.10% | 15,075 | -3,504 | -18.9% | -$15.70万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $68.88万 | 0.10% | 11,669 | 228 | 2.0% | $1.35万 | 加仓 |
| TSLA | TESLA INC | $70.67万 | 0.11% | 1,901 | 654 | 52.4% | $24.31万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $72.78万 | 0.11% | 29,408 | 5,444 | 22.7% | $13.47万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $74.35万 | 0.11% | 10,414 | 144 | 1.4% | $1.03万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $74.91万 | 0.11% | 29,215 | 123 | 0.4% | $3,154 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.96万 | 0.12% | 1,199 | 25 | 2.1% | $1.63万 | 加仓 |
| QUAL | ISHARES TR | $78.07万 | 0.12% | 4,070 | 42 | 1.0% | $8,056 | 加仓 |
| VO | VANGUARD INDEX FDS | $78.63万 | 0.12% | 2,738 | 42 | 1.6% | $1.21万 | 加仓 |
| MELI | MERCADOLIBRE INC | $78.84万 | 0.12% | 456 | -6 | -1.3% | -$1.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $82.28万 | 0.12% | 4,976 | -38 | -0.8% | -$6,283 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $91.08万 | 0.14% | 178,589 | -1,896 | -1.1% | -$9,670 | 减仓 |
| AOK | ISHARES TR | $92.54万 | 0.14% | 23,198 | -34 | -0.1% | -$1,356 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $96.82万 | 0.15% | 6,538 | -177 | -2.6% | -$2.62万 | 减仓 |
| COWZ | PACER FDS TR | $98.86万 | 0.15% | 15,803 | -7 | -0.0% | -$438 | 减仓 |
| VOO | VANGUARD INDEX FDS | $101.59万 | 0.15% | 1,700 | 256 | 17.7% | $15.30万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $101.83万 | 0.15% | 28,365 | 13,527 | 91.2% | $48.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $103.04万 | 0.15% | 7,449 | 228 | 3.2% | $3.15万 | 加仓 |
| ASML | ASML HLDG NV | $109.64万 | 0.16% | 830 | 1 | 0.1% | $1,321 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $110.62万 | 0.17% | 9,627 | 6,890 | 251.7% | $79.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $111.93万 | 0.17% | 8,422 | 477 | 6.0% | $6.34万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $115.09万 | 0.17% | 9,987 | 2,203 | 28.3% | $25.39万 | 加仓 |
| CSCO | CISCO SYS INC | $115.12万 | 0.17% | 14,837 | -208 | -1.4% | -$1.61万 | 减仓 |
| KO | COCA COLA CO | $116.82万 | 0.18% | 15,361 | 311 | 2.1% | $2.37万 | 加仓 |
| DLN | WISDOMTREE TR | $121.86万 | 0.18% | 13,642 | 296 | 2.2% | $2.64万 | 加仓 |
| MGK | VANGUARD WORLD FD | $125.95万 | 0.19% | 3,428 | -24 | -0.7% | -$8,818 | 减仓 |
| PSX | PHILLIPS 66 | $126.49万 | 0.19% | 6,943 | -247 | -3.4% | -$4.50万 | 减仓 |
| IXN | ISHARES TR | $127.64万 | 0.19% | 12,768 | 2,522 | 24.6% | $25.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $130.81万 | 0.20% | 6,323 | 483 | 8.3% | $9.99万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $141.51万 | 0.21% | 4,650 | -2,565 | -35.6% | -$78.06万 | 减仓 |