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 |
|---|---|---|---|---|---|---|---|---|
| EXP | EAGLE MATLS INC | $103.34万 | 0.02% | 5,455 | 82 | 1.5% | $1.55万 | 加仓 |
| EMLC | VANECK ETF TRUST | $103.37万 | 0.02% | 41,168 | 712 | 1.8% | $1.79万 | 加仓 |
| SHOP | SHOPIFY INC | $103.41万 | 0.02% | 8,718 | 71 | 0.8% | $8,422 | 加仓 |
| LOW | LOWES COS INC | $103.61万 | 0.02% | 4,385 | 39 | 0.9% | $9,215 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $103.72万 | 0.02% | 25,755 | 768 | 3.1% | $3.09万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $104.05万 | 0.02% | 8,014 | 605 | 8.2% | $7.86万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $104.35万 | 0.02% | 9,575 | -7,153 | -42.8% | -$77.96万 | 减仓 |
| RKT | ROCKET COS INC | $104.81万 | 0.02% | 73,552 | -8,111 | -9.9% | -$11.56万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $105.07万 | 0.02% | 2,928 | -85 | -2.8% | -$3.05万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $106.06万 | 0.02% | 50,146 | -16,761 | -25.1% | -$35.45万 | 减仓 |
| ARW | ARROW ELECTRS INC | $106.42万 | 0.02% | 7,421 | -697 | -8.6% | -$10.00万 | 减仓 |
| COP | CONOCOPHILLIPS | $107.13万 | 0.02% | 8,116 | 934 | 13.0% | $12.33万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $107.68万 | 0.02% | 29,300 | -1,348 | -4.4% | -$4.95万 | 减仓 |
| FTNT | FORTINET INC | $108.28万 | 0.02% | 13,250 | -5,843 | -30.6% | -$47.75万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $108.28万 | 0.02% | 13,441 | -10,178 | -43.1% | -$81.99万 | 减仓 |
| NVO | NOVO-NORDISK A S | $108.34万 | 0.02% | 29,481 | -37,727 | -56.1% | -$138.65万 | 减仓 |
| — | BLACKROCK ETF TRUST | $108.66万 | 0.02% | 10,923 | 10,923 | — | $108.66万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $108.83万 | 0.02% | 59,570 | -333 | -0.6% | -$6,084 | 减仓 |
| SGOL | ETFS GOLD TR | $109.16万 | 0.02% | 24,464 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $109.47万 | 0.02% | 11,863 | 7,711 | 185.7% | $71.15万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $110.16万 | 0.02% | 6,383 | -666 | -9.4% | -$11.49万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $110.44万 | 0.02% | 26,727 | -1,528 | -5.4% | -$6.31万 | 减仓 |
| EPI | WISDOMTREE TR | $110.68万 | 0.02% | 27,127 | -65 | -0.2% | -$2,652 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $111.54万 | 0.02% | 31,392 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $111.56万 | 0.02% | 45,000 | -500 | -1.1% | -$1.24万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $112.48万 | 0.02% | 1,256 | 77 | 6.5% | $6.90万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $112.55万 | 0.02% | 22,264 | 154 | 0.7% | $7,785 | 加仓 |
| NRG | NRG ENERGY INC | $112.72万 | 0.02% | 7,713 | 71 | 0.9% | $1.04万 | 加仓 |
| DMXF | ISHARES TR | $113.72万 | 0.02% | 15,072 | 4,093 | 37.3% | $30.88万 | 加仓 |
| CSX | CSX CORP | $113.98万 | 0.02% | 27,766 | 975 | 3.6% | $4.00万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $114.17万 | 0.02% | 17,009 | -6,644 | -28.1% | -$44.60万 | 减仓 |
| EFAV | ISHARES TR | $114.33万 | 0.02% | 12,513 | -537 | -4.1% | -$4.91万 | 减仓 |
| ADBE | ADOBE INC | $114.45万 | 0.02% | 4,708 | -901 | -16.1% | -$21.90万 | 减仓 |
| OKE | ONEOK INC NEW | $114.69万 | 0.02% | 12,688 | -420 | -3.2% | -$3.80万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $115.61万 | 0.02% | 59,562 | 59,562 | — | $115.61万 | 新建仓 |
| ESGD | ISHARES TR | $115.65万 | 0.02% | 12,094 | 533 | 4.6% | $5.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $116.16万 | 0.02% | 4,701 | -495 | -9.5% | -$12.23万 | 减仓 |
| SNDK | SANDISK CORP | $116.27万 | 0.02% | 1,830 | -1,053 | -36.5% | -$66.90万 | 减仓 |
| FIX | COMFORT SYS USA INC | $118.55万 | 0.02% | 860 | -318 | -27.0% | -$43.83万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $118.71万 | 0.02% | 4,251 | 97 | 2.3% | $2.71万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $118.80万 | 0.02% | 26,792 | -780 | -2.8% | -$3.46万 | 减仓 |
| BOH | BANK HAWAII CORP | $119.65万 | 0.02% | 16,114 | -206 | -1.3% | -$1.53万 | 减仓 |
| USB | US BANCORP | $120.04万 | 0.02% | 23,080 | 806 | 3.6% | $4.19万 | 加仓 |
| DGS | WISDOMTREE TR | $120.96万 | 0.02% | 20,126 | 243 | 1.2% | $1.46万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $121.01万 | 0.02% | 42,017 | 1,653 | 4.1% | $4.76万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $121.17万 | 0.02% | 24,424 | -679 | -2.7% | -$3.37万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $121.19万 | 0.02% | 6,941 | 251 | 3.8% | $4.38万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $121.63万 | 0.02% | 7,012 | -884 | -11.2% | -$15.33万 | 减仓 |
| URNM | SPROTT FDS TR | $121.71万 | 0.02% | 19,273 | 2,009 | 11.6% | $12.69万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $121.79万 | 0.02% | 8,949 | 1,733 | 24.0% | $23.58万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $122.32万 | 0.02% | 4,445 | 28 | 0.6% | $7,705 | 加仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $122.49万 | 0.02% | 37,405 | 6,958 | 22.9% | $22.79万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $122.54万 | 0.02% | 24,300 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $123.25万 | 0.02% | 4,495 | 226 | 5.3% | $6.20万 | 加仓 |
| CTVA | CORTEVA INC | $124.09万 | 0.02% | 14,824 | 440 | 3.1% | $3.68万 | 加仓 |
| O | REALTY INCOME CORP | $124.25万 | 0.02% | 20,309 | 638 | 3.2% | $3.90万 | 加仓 |
| SHV | ISHARES TR | $124.82万 | 0.02% | 11,307 | -105 | -0.9% | -$1.16万 | 减仓 |
| SNOW | SNOWFLAKE INC | $125.24万 | 0.02% | 8,304 | -1,274 | -13.3% | -$19.22万 | 减仓 |
| — | NUSHARES ETF TR | $125.71万 | 0.02% | 59,780 | -1,540 | -2.5% | -$3.24万 | 减仓 |
| TGT | TARGET CORP | $125.98万 | 0.02% | 10,394 | 340 | 3.4% | $4.12万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $126.02万 | 0.02% | 84,236 | 1,355 | 1.6% | $2.03万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $126.32万 | 0.02% | 6,370 | -1,239 | -16.3% | -$24.57万 | 减仓 |
| TTE | TOTALENERGIES SE | $127.03万 | 0.02% | 13,962 | -1,088 | -7.2% | -$9.90万 | 减仓 |
| XYL | XYLEM INC | $127.17万 | 0.02% | 10,642 | 1,045 | 10.9% | $12.49万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $128.05万 | 0.02% | 304 | -339 | -52.7% | -$142.79万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $128.53万 | 0.02% | 23,561 | 687 | 3.0% | $3.75万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $128.56万 | 0.02% | 2,716 | -79 | -2.8% | -$3.74万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $130.14万 | 0.02% | 18,780 | 9,159 | 95.2% | $63.47万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $130.42万 | 0.02% | 14,557 | -2,809 | -16.2% | -$25.17万 | 减仓 |
| EXC | EXELON CORP | $131.95万 | 0.02% | 26,917 | 4,230 | 18.6% | $20.74万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $132.04万 | 0.02% | 20,101 | -56,018 | -73.6% | -$367.98万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $134.56万 | 0.02% | 2,905 | 16 | 0.6% | $7,411 | 加仓 |
| SHM | SPDR SERIES TRUST | $135.04万 | 0.02% | 28,233 | 7,848 | 38.5% | $37.54万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $135.59万 | 0.02% | 24,546 | -4,008 | -14.0% | -$22.14万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $136.11万 | 0.02% | 146,197 | 64 | 0.0% | $596 | 加仓 |
| VV | VANGUARD INDEX FDS | $138.64万 | 0.03% | 4,639 | -485 | -9.5% | -$14.49万 | 减仓 |
| MDT | MEDTRONIC PLC | $139.41万 | 0.03% | 16,088 | -1,749 | -9.8% | -$15.16万 | 减仓 |
| MATX | MATSON INC | $139.91万 | 0.03% | 8,534 | 118 | 1.4% | $1.93万 | 加仓 |
| — | DARLING INGREDIENTS INC 看涨期权 | $140.39万 | 0.03% | 48,900 | -31,600 | -39.3% | -$90.72万 | 减仓 |
| VHT | VANGUARD WORLD FD | $140.55万 | 0.03% | 5,161 | -205 | -3.8% | -$5.58万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $140.77万 | 0.03% | 24,431 | 24,431 | — | $140.77万 | 新建仓 |
| YUM | YUM BRANDS INC | $143.55万 | 0.03% | 9,233 | 157 | 1.7% | $2.44万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $144.24万 | 0.03% | 12,744 | 449 | 3.7% | $5.08万 | 加仓 |
| HYG | ISHARES TR | $144.61万 | 0.03% | 18,176 | 9,122 | 100.8% | $72.57万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $145.01万 | 0.03% | 14,810 | -4,823 | -24.6% | -$47.22万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $145.33万 | 0.03% | 32,081 | 699 | 2.2% | $3.17万 | 加仓 |
| EVUS | ISHARES TR | $146.39万 | 0.03% | 45,988 | -4,737 | -9.3% | -$15.08万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $147.21万 | 0.03% | 29,105 | 2,469 | 9.3% | $12.49万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $147.45万 | 0.03% | 56,712 | 56,712 | — | $147.45万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $148.41万 | 0.03% | 7,957 | -13 | -0.2% | -$2,425 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $148.52万 | 0.03% | 37,657 | 6,336 | 20.2% | $24.99万 | 加仓 |
| AA | ALCOA CORP | $149.43万 | 0.03% | 22,528 | 1,272 | 6.0% | $8.44万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $150.34万 | 0.03% | 15,008 | 2,367 | 18.7% | $23.71万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $151.70万 | 0.03% | 39,649 | 1,924 | 5.1% | $7.36万 | 加仓 |
| ICVT | ISHARES TR | $152.57万 | 0.03% | 14,989 | -1,624 | -9.8% | -$16.53万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $153.42万 | 0.03% | 33,682 | 1,507 | 4.7% | $6.86万 | 加仓 |
| AOR | ISHARES TR | $154.12万 | 0.03% | 23,950 | -99 | -0.4% | -$6,371 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $154.20万 | 0.03% | 43,098 | -700 | -1.6% | -$2.50万 | 减仓 |
| VMI | VALMONT INDS INC | $154.73万 | 0.03% | 3,872 | -425 | -9.9% | -$16.98万 | 减仓 |