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 |
| QUAL | ISHARES TR | $89.24万 | 0.12% | 4,067 | -3 | -0.1% | -$658 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $87.48万 | 0.12% | 1,171 | -28 | -2.3% | -$2.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $85.49万 | 0.11% | 741 | 741 | — | $85.49万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $84.76万 | 0.11% | 2,800 | 2,800 | — | $84.76万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $83.82万 | 0.11% | 3,250 | 3,250 | — | $83.82万 | 新建仓 |
| DGT | SPDR SERIES TRUST | $79.57万 | 0.11% | 4,306 | 459 | 11.9% | $8.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $78.59万 | 0.10% | 463 | 7 | 1.5% | $1.19万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $74.23万 | 0.10% | 2,906 | 2,906 | — | $74.23万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.20万 | 0.10% | 26,787 | -2,621 | -8.9% | -$7.26万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $71.90万 | 0.10% | 9,272 | -1,142 | -11.0% | -$8.86万 | 减仓 |
| IGIB | ISHARES TR | $71.86万 | 0.10% | 13,516 | 5,387 | 66.3% | $28.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $69.32万 | 0.09% | 2,098 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $68.84万 | 0.09% | 5,785 | 13 | 0.2% | $1,547 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $67.89万 | 0.09% | 3,665 | 68 | 1.9% | $1.26万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $67.29万 | 0.09% | 3,708 | -57 | -1.5% | -$1.03万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $66.65万 | 0.09% | 14,894 | -181 | -1.2% | -$8,100 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $66.13万 | 0.09% | 22,835 | -4,016 | -15.0% | -$11.63万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $65.34万 | 0.09% | 10,749 | 5 | 0.0% | $304 | 加仓 |
| NEAR | ISHARES U S ETF TR | $64.93万 | 0.09% | 12,817 | 6,389 | 99.4% | $32.37万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $64.18万 | 0.09% | 8,894 | -134 | -1.5% | -$9,669 | 减仓 |
| WSO | WATSCO INC | $63.97万 | 0.09% | 1,535 | 1,535 | — | $63.97万 | 新建仓 |
| APH | AMPHENOL CORP | $61.71万 | 0.08% | 3,500 | 3,500 | — | $61.71万 | 新建仓 |
| POWR | ISHARES INC | $60.88万 | 0.08% | 21,775 | 21,775 | — | $60.88万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $60.68万 | 0.08% | 11,887 | 218 | 1.9% | $1.11万 | 加仓 |
| IGSB | ISHARES TR | $60.13万 | 0.08% | 11,474 | 4,512 | 64.8% | $23.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.38万 | 0.08% | 7,246 | -3,706 | -33.8% | -$29.86万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $57.86万 | 0.08% | 5,615 | 8 | 0.1% | $824 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $56.33万 | 0.07% | 19,141 | -10,074 | -34.5% | -$29.65万 | 减仓 |
| AMGN | AMGEN INC | $54.86万 | 0.07% | 1,515 | 2 | 0.1% | $724 | 加仓 |
| SPGI | S&P GLOBAL INC | $52.94万 | 0.07% | 1,300 | 1,300 | — | $52.94万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50.19万 | 0.07% | 520 | 520 | — | $50.19万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $49.98万 | 0.07% | 5,563 | 190 | 3.5% | $1.71万 | 加仓 |
| VHT | VANGUARD WORLD FD | $49.20万 | 0.07% | 1,645 | -56 | -3.3% | -$1.67万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $49.15万 | 0.07% | 14,808 | -2,503 | -14.5% | -$8.31万 | 减仓 |
| IYW | ISHARES TR | $47.04万 | 0.06% | 1,865 | -25 | -1.3% | -$6,306 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.91万 | 0.06% | 1,250 | 1,250 | — | $46.91万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $46.76万 | 0.06% | 758 | 758 | — | $46.76万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $46.07万 | 0.06% | 1,504 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $45.91万 | 0.06% | 2,893 | -237 | -7.6% | -$3.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $45.54万 | 0.06% | 8,494 | -139 | -1.6% | -$7,452 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $45.32万 | 0.06% | 5,932 | 55 | 0.9% | $4,202 | 加仓 |
| MCO | MOODYS CORP | $45.29万 | 0.06% | 1,000 | 1,000 | — | $45.29万 | 新建仓 |
| MO | ALTRIA GROUP INC | $44.80万 | 0.06% | 6,227 | -151 | -2.4% | -$1.09万 | 减仓 |
| NOBL | PROSHARES TR | $43.60万 | 0.06% | 7,764 | -2,076 | -21.1% | -$11.66万 | 减仓 |
| ABBV | ABBVIE INC | $43.43万 | 0.06% | 1,726 | -3 | -0.2% | -$755 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $43.09万 | 0.06% | 1,738 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $42.88万 | 0.06% | 2,524 | 2,524 | — | $42.88万 | 新建仓 |
| SYK | STRYKER CORPORATION | $42.65万 | 0.06% | 1,355 | 1 | 0.1% | $315 | 加仓 |
| T | AT&T INC | $42.65万 | 0.06% | 20,605 | -2,496 | -10.8% | -$5.17万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $40.50万 | 0.05% | 12,104 | 5,952 | 96.7% | $19.92万 | 加仓 |
| DTCR | GLOBAL X FDS | $40.14万 | 0.05% | 13,217 | 13,217 | — | $40.14万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $39.78万 | 0.05% | 922 | 922 | — | $39.78万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $38.83万 | 0.05% | 7,311 | -353 | -4.6% | -$1.87万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $38.75万 | 0.05% | 1,325 | 1,325 | — | $38.75万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $37.23万 | 0.05% | 1,228 | -113 | -8.4% | -$3.43万 | 减仓 |
| ACWV | ISHARES INC | $36.46万 | 0.05% | 3,033 | 8 | 0.3% | $962 | 加仓 |
| VIS | VANGUARD WORLD FD | $36.26万 | 0.05% | 1,006 | 3 | 0.3% | $1,081 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $35.56万 | 0.05% | 9,367 | 352 | 3.9% | $1.34万 | 加仓 |
| IVV | ISHARES TR | $35.09万 | 0.05% | 469 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.88万 | 0.05% | 10,478 | -205 | -1.9% | -$6,824 | 减仓 |
| XHB | SPDR SERIES TRUST | $34.67万 | 0.05% | 3,000 | -15 | -0.5% | -$1,733 | 减仓 |
| UNP | UNION PAC CORP | $34.21万 | 0.05% | 1,258 | 5 | 0.4% | $1,360 | 加仓 |
| J | JACOBS SOLUTIONS INC | $32.32万 | 0.04% | 2,565 | -1,210 | -32.1% | -$15.25万 | 减仓 |
| CPRT | COPART INC | $31.01万 | 0.04% | 11,000 | 11,000 | — | $31.01万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $30.54万 | 0.04% | 1,634 | 4 | 0.2% | $748 | 加仓 |
| HON | HONEYWELL INTL INC | $30.45万 | 0.04% | 1,360 | -708 | -34.2% | -$15.85万 | 减仓 |
| DTD | WISDOMTREE TR | $30.07万 | 0.04% | 3,225 | 14 | 0.4% | $1,305 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.07万 | 0.04% | 1,360 | 1,360 | — | $30.07万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $29.41万 | 0.04% | 2,461 | -187 | -7.1% | -$2.24万 | 减仓 |
| DIS | DISNEY WALT CO | $29.18万 | 0.04% | 3,032 | -636 | -17.3% | -$6.12万 | 减仓 |
| CTAS | CINTAS CORP | $28.91万 | 0.04% | 1,700 | 1,700 | — | $28.91万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $28.83万 | 0.04% | 852 | -79 | -8.5% | -$2.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.23万 | 0.04% | 486 | 486 | — | $28.23万 | 新建仓 |
| ISCF | ISHARES TR | $27.64万 | 0.04% | 6,386 | -179 | -2.7% | -$7,749 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.91万 | 0.04% | 957 | 31 | 3.3% | $8,716 | 加仓 |
| ARKK | ARK ETF TR | $26.35万 | 0.04% | 3,261 | -105 | -3.1% | -$8,485 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $26.21万 | 0.03% | 4,095 | 16 | 0.4% | $1,024 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $25.71万 | 0.03% | 3,963 | 23 | 0.6% | $1,492 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.19万 | 0.03% | 3,732 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $24.68万 | 0.03% | 2,134 | -324 | -13.2% | -$3.75万 | 减仓 |
| CB | CHUBB LIMITED | $24.19万 | 0.03% | 710 | 1 | 0.1% | $341 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.14万 | 0.03% | 6,936 | 209 | 3.1% | $7,275 | 加仓 |
| QCOM | QUALCOMM INC | $23.70万 | 0.03% | 1,283 | -75 | -5.5% | -$1.39万 | 重新持有 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.59万 | 0.03% | 1,322 | 1,322 | — | $22.59万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $20.93万 | 0.03% | 2,000 | 2,000 | — | $20.93万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.60万 | 0.03% | 5,586 | -3,873 | -40.9% | -$14.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.22万 | 0.03% | 2,838 | 2,838 | — | $20.22万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $20.10万 | 0.03% | 4,786 | 4,786 | — | $20.10万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.18万 | 0.01% | 12,124 | 129 | 1.1% | $1,189 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -178,589 | -100.0% | -$91.08万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -52,055 | -100.0% | -$65.12万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,586 | -100.0% | -$26.01万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -527 | -100.0% | -$22.68万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,397 | -100.0% | -$22.07万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -674 | -100.0% | -$20.94万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.77万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -763 | -100.0% | -$20.65万 | 清仓 |
| — | SOUNDHOUND AI INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1,930 | 清仓 |