Perigon Wealth Management, LLC
SAN FRANCISCO CA · SEC CIK 0001575239
$63.56亿2026Q2 申报市值
1,435持仓数
25.0%前十大占比 · 第一大 5.4%
175 / 65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
VOO 加仓+$4,491.12万
SETM 新建仓+$1,434.16万
EEM 加仓+$1,111.77万
IUSB 加仓+$1,074.33万
GLD 加仓+$911.55万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,706.13万
QUAL 减仓-$1,627.54万
EFV 减仓-$1,386.35万
XLU 减仓-$651.83万
MOAT 减仓-$647.12万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -24,016 | -100.0% | -$283.89万 | 清仓 |
| EWA | ISHARES INC | $0 | 0.00% | 0 | -30,835 | -100.0% | -$85.60万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -5,464 | -100.0% | -$68.19万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -23,741 | -100.0% | -$60.54万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -8,944 | -100.0% | -$44.76万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -9,048 | -100.0% | -$44.21万 | 清仓 |
| — | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -39,200 | -100.0% | -$43.07万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -11,098 | -100.0% | -$39.00万 | 清仓 |
| — | NEXTNAV INC | $0 | 0.00% | 0 | -60,400 | -100.0% | -$38.23万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,011 | -100.0% | -$35.78万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,026 | -100.0% | -$35.13万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -14,346 | -100.0% | -$34.72万 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -2,132 | -100.0% | -$31.63万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -3,240 | -100.0% | -$30.91万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -6,303 | -100.0% | -$29.23万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -3,024 | -100.0% | -$28.31万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -3,724 | -100.0% | -$28.06万 | 清仓 |
| — | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,411 | -100.0% | -$27.50万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -3,500 | -100.0% | -$26.42万 | 清仓 |
| MYRG | MYR GROUP INC | $0 | 0.00% | 0 | -933 | -100.0% | -$26.34万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9,682 | -100.0% | -$25.06万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -711 | -100.0% | -$24.98万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -3,302 | -100.0% | -$24.91万 | 清仓 |
| CLIP | GLOBAL X FDS | $0 | 0.00% | 0 | -2,482 | -100.0% | -$24.91万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,450 | -100.0% | -$24.83万 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -4,152 | -100.0% | -$24.46万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,225 | -100.0% | -$24.00万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -5,230 | -100.0% | -$23.27万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,179 | -100.0% | -$22.90万 | 清仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $0 | 0.00% | 0 | -7,194 | -100.0% | -$22.71万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,807 | -100.0% | -$22.67万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,379 | -100.0% | -$22.05万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -17,616 | -100.0% | -$22.04万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$21.73万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -2,296 | -100.0% | -$21.57万 | 清仓 |
| — | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,250 | -100.0% | -$21.57万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -6,199 | -100.0% | -$21.23万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -5,390 | -100.0% | -$21.11万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -439 | -100.0% | -$21.08万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -7,732 | -100.0% | -$20.88万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -3,184 | -100.0% | -$20.78万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,153 | -100.0% | -$20.76万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$20.64万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -8,258 | -100.0% | -$20.41万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -4,337 | -100.0% | -$20.31万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -11,888 | -100.0% | -$16.06万 | 清仓 |
| — | SYMBOTIC INC 看涨期权 | $0 | 0.00% | 0 | -10,500 | -100.0% | -$15.98万 | 清仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $0 | 0.00% | 0 | -11,124 | -100.0% | -$15.05万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -10,319 | -100.0% | -$13.06万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -11,876 | -100.0% | -$12.09万 | 清仓 |
| — | DESTRA MULTI-ALTERNATIVE FD | $0 | 0.00% | 0 | -13,794 | -100.0% | -$11.19万 | 清仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $0 | 0.00% | 0 | -12,071 | -100.0% | -$10.88万 | 清仓 |
| — | DIAMEDICA THERAPEUTICS INC | $0 | 0.00% | 0 | -13,957 | -100.0% | -$9.45万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -10,759 | -100.0% | -$9.39万 | 清仓 |
| — | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -13,500 | -100.0% | -$8.58万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -11,787 | -100.0% | -$8.56万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -11,334 | -100.0% | -$7.46万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -13,705 | -100.0% | -$6.99万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -46,890 | -100.0% | -$6.56万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -11,912 | -100.0% | -$6.16万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -10,801 | -100.0% | -$3.95万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -10,214 | -100.0% | -$2.98万 | 清仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $0 | 0.00% | 0 | -10,010 | -100.0% | -$2,751 | 清仓 |
| — | QUHUO LTD | $0 | 0.00% | 0 | -11,306 | -100.0% | -$1,223 | 清仓 |
| — | C3 AI INC 看涨期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$2 | 清仓 |
| — | PICARD MEDICAL INC | $6,083 | 0.00% | 37,207 | 37,207 | — | $6,083 | 新建仓 |
| — | ALIGHT INC | $8,656 | 0.00% | 15,458 | -7,965 | -34.0% | -$4,460 | 减仓 |
| — | HUMACYTE INC | $9,136 | 0.00% | 11,707 | 11,707 | — | $9,136 | 新建仓 |
| — | ADC THERAPEUTICS SA | $1.14万 | 0.00% | 10,656 | 10,656 | — | $1.14万 | 新建仓 |
| — | PRAIRIE OPER CO | $1.77万 | 0.00% | 24,513 | 24,513 | — | $1.77万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $2.00万 | 0.00% | 10,996 | 10,996 | — | $2.00万 | 新建仓 |
| — | SERVICE PPTYS TR | $2.49万 | 0.00% | 14,715 | 14,715 | — | $2.49万 | 新建仓 |
| EVGO | EVGO INC | $2.49万 | 0.00% | 13,023 | 13,023 | — | $2.49万 | 新建仓 |
| SLDP | SOLID POWER INC | $2.72万 | 0.00% | 10,500 | 10,500 | — | $2.72万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $3.32万 | 0.00% | 10,477 | 10,477 | — | $3.32万 | 新建仓 |
| SABR | SABRE CORP | $3.92万 | 0.00% | 18,763 | 8,329 | 79.8% | $1.74万 | 加仓 |
| AMC | AMC ENTMT HLDGS INC | $3.99万 | 0.00% | 21,012 | 3,358 | 19.0% | $6,380 | 加仓 |
| — | PUTNAM MASTER INTER INCOME T | $4.68万 | 0.00% | 14,500 | 14,500 | — | $4.68万 | 新建仓 |
| — | BEYOND MEAT INC | $5.12万 | 0.00% | 68,294 | 38,528 | 129.4% | $2.89万 | 加仓 |
| — | 1STDIBS COM INC | $5.39万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD | $5.45万 | 0.00% | 18,000 | -1 | -0.0% | -$3 | 减仓 |
| NIO | NIO INC | $5.55万 | 0.00% | 10,962 | 393 | 3.7% | $1,989 | 加仓 |
| — | RUNWAY GROWTH FINANCE CORP | $5.61万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6.13万 | 0.00% | 11,700 | 1,033 | 9.7% | $5,413 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $6.32万 | 0.00% | 11,023 | -1,160 | -9.5% | -$6,647 | 重新持有 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $6.46万 | 0.00% | 12,513 | -180 | -1.4% | -$929 | 减仓 |
| ADT | ADT INC DEL | $7.29万 | 0.00% | 11,214 | -11,383 | -50.4% | -$7.40万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $7.51万 | 0.00% | 10,133 | -781 | -7.2% | -$5,787 | 减仓 |
| BBD | BANCO BRADESCO S A | $7.59万 | 0.00% | 21,864 | -18,909 | -46.4% | -$6.56万 | 减仓 |
| — | BCP INVESTMENT CORPORATION | $7.64万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $7.67万 | 0.00% | 38,530 | -123 | -0.3% | -$245 | 减仓 |
| QS | QUANTUMSCAPE CORP | $7.84万 | 0.00% | 10,372 | 10,372 | — | $7.84万 | 新建仓 |
| CERT | CERTARA INC | $8.00万 | 0.00% | 12,220 | 12,220 | — | $8.00万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $8.08万 | 0.00% | 20,986 | 34 | 0.2% | $131 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.61万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $8.99万 | 0.00% | 14,069 | 14,069 | — | $8.99万 | 新建仓 |
| BULL | WEBULL CORP | $9.04万 | 0.00% | 13,867 | 13,867 | — | $9.04万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $9.48万 | 0.00% | 11,140 | -488 | -4.2% | -$4,153 | 减仓 |
| HLN | HALEON PLC | $9.84万 | 0.00% | 10,544 | -970 | -8.4% | -$9,050 | 减仓 |
| JOBY | JOBY AVIATION INC | $9.98万 | 0.00% | 11,184 | -2,672 | -19.3% | -$2.38万 | 减仓 |