Perigon Wealth Management, LLC
SAN FRANCISCO CA · SEC CIK 0001575239
$55.12亿2026Q1 申报市值
1,294持仓数
24.4%前十大占比 · 第一大 5.4%
106 / 100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
CORO 新建仓+$1,972.59万
VOO 加仓+$1,705.94万
SCHR 加仓+$1,266.74万
VGIT 加仓+$1,005.60万
JIRE 新建仓+$916.58万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$2,182.90万
BBIN 减仓-$913.02万
VTI 减仓-$792.88万
HUBB 减仓-$781.93万
GLD 减仓-$772.16万
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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -82,554 | -100.0% | -$520.42万 | 清仓 |
| IPAC | ISHARES TR | $0 | 0.00% | 0 | -70,763 | -100.0% | -$518.06万 | 清仓 |
| — | GMO ETF TRUST | $0 | 0.00% | 0 | -178,446 | -100.0% | -$474.67万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -59,846 | -100.0% | -$291.21万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -8,970 | -100.0% | -$221.15万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -23,852 | -100.0% | -$221.11万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -11,530 | -100.0% | -$211.98万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -12,567 | -100.0% | -$127.63万 | 清仓 |
| EWP | ISHARES INC | $0 | 0.00% | 0 | -18,959 | -100.0% | -$102.21万 | 清仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $0 | 0.00% | 0 | -18,044 | -100.0% | -$87.21万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -9,283 | -100.0% | -$70.03万 | 清仓 |
| — | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -8,949 | -100.0% | -$58.25万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -3,670 | -100.0% | -$50.63万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -7,504 | -100.0% | -$50.22万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -25,900 | -100.0% | -$50.17万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -12,625 | -100.0% | -$43.51万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | 0.00% | 0 | -216,100 | -100.0% | -$42.57万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -17,843 | -100.0% | -$41.98万 | 清仓 |
| — | CORNING INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -12,665 | -100.0% | -$40.24万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -11,376 | -100.0% | -$39.20万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$38.06万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -8,000 | -100.0% | -$37.42万 | 清仓 |
| — | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -20,705 | -100.0% | -$37.02万 | 清仓 |
| AAEQ | EA SERIES TRUST | $0 | 0.00% | 0 | -7,502 | -100.0% | -$37.01万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -2,590 | -100.0% | -$36.73万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,232 | -100.0% | -$35.67万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -3,711 | -100.0% | -$35.41万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -9,845 | -100.0% | -$34.85万 | 清仓 |
| — | FREEPORT-MCMORAN INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,500 | -100.0% | -$32.66万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -5,135 | -100.0% | -$32.34万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -10,617 | -100.0% | -$32.11万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -11,480 | -100.0% | -$31.60万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -776 | -100.0% | -$30.86万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,700 | -100.0% | -$30.71万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -6,920 | -100.0% | -$30.64万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,821 | -100.0% | -$30.61万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,939 | -100.0% | -$30.57万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -2,383 | -100.0% | -$29.57万 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,185 | -100.0% | -$28.56万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -9,750 | -100.0% | -$28.49万 | 清仓 |
| CWCO | CONSOLIDATED WATER CO INC | $0 | 0.00% | 0 | -7,904 | -100.0% | -$27.89万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -1,766 | -100.0% | -$27.47万 | 清仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -157 | -100.0% | -$26.55万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -2,452 | -100.0% | -$26.26万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -1,270 | -100.0% | -$26.19万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,216 | -100.0% | -$26.13万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -10,004 | -100.0% | -$25.90万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$25.88万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -11,591 | -100.0% | -$25.82万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -6,567 | -100.0% | -$25.74万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -4,969 | -100.0% | -$25.68万 | 清仓 |
| LNN | LINDSAY CORP | $0 | 0.00% | 0 | -2,170 | -100.0% | -$25.58万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$25.43万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -632 | -100.0% | -$25.36万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -14,277 | -100.0% | -$25.31万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -24,147 | -100.0% | -$25.21万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,105 | -100.0% | -$25.16万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -6,157 | -100.0% | -$24.89万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,935 | -100.0% | -$24.70万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,948 | -100.0% | -$24.54万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -9,295 | -100.0% | -$24.51万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,077 | -100.0% | -$24.03万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,257 | -100.0% | -$24.02万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGML | SIGMA LITHIUM CORPORATION | $0 | 0.00% | 0 | -18,000 | -100.0% | -$23.74万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -7,333 | -100.0% | -$23.68万 | 清仓 |
| DB | DEUTSCHE BANK A G | $0 | 0.00% | 0 | -6,114 | -100.0% | -$23.58万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -3,386 | -100.0% | -$23.40万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -5,966 | -100.0% | -$23.36万 | 清仓 |
| — | CERVOMED INC | $0 | 0.00% | 0 | -29,531 | -100.0% | -$23.33万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -6,191 | -100.0% | -$22.82万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -5,916 | -100.0% | -$22.52万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -19,300 | -100.0% | -$22.12万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -3,286 | -100.0% | -$22.02万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -6,798 | -100.0% | -$21.96万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -1,177 | -100.0% | -$21.71万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -2,014 | -100.0% | -$21.66万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,236 | -100.0% | -$21.65万 | 清仓 |
| — | KKR & CO INC | $0 | 0.00% | 0 | -4,139 | -100.0% | -$21.46万 | 清仓 |