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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $252.59万 | 0.05% | 28,194 | -9,365 | -24.9% | -$83.90万 | 减仓 |
| BLK | BLACKROCK INC | $254.29万 | 0.05% | 2,644 | 26 | 1.0% | $2.50万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $255.59万 | 0.05% | 52,235 | 844 | 1.6% | $4.13万 | 加仓 |
| MCK | MCKESSON CORP | $257.33万 | 0.05% | 2,974 | 1,690 | 131.6% | $146.23万 | 加仓 |
| IEI | ISHARES TR | $259.66万 | 0.05% | 21,894 | -689 | -3.1% | -$8.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $261.03万 | 0.05% | 15,788 | 568 | 3.7% | $9.39万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $262.91万 | 0.05% | 51,899 | 21,363 | 70.0% | $108.22万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $263.52万 | 0.05% | 61,947 | 1,167 | 1.9% | $4.96万 | 加仓 |
| ASML | ASML HLDG NV | $268.99万 | 0.05% | 2,037 | 82 | 4.2% | $10.83万 | 加仓 |
| AOA | ISHARES TR | $269.83万 | 0.05% | 30,493 | 2,024 | 7.1% | $17.91万 | 加仓 |
| ITOT | ISHARES TR | $270.01万 | 0.05% | 18,958 | 892 | 4.9% | $12.70万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $270.21万 | 0.05% | 89,621 | 81,151 | 958.1% | $244.67万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $275.43万 | 0.05% | 105,449 | 1,177 | 1.1% | $3.07万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $276.86万 | 0.05% | 50,402 | 5,494 | 12.2% | $30.18万 | 加仓 |
| TJX | TJX COS INC NEW | $279.33万 | 0.05% | 17,491 | 116 | 0.7% | $1.85万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $282.08万 | 0.05% | 31,801 | -640 | -2.0% | -$5.68万 | 减仓 |
| IGF | ISHARES TR | $283.18万 | 0.05% | 42,266 | -2,724 | -6.1% | -$18.25万 | 减仓 |
| ZTS | ZOETIS INC | $283.89万 | 0.05% | 24,016 | 309 | 1.3% | $3.65万 | 加仓 |
| MOD | MODINE MFG CO | $284.30万 | 0.05% | 13,119 | -2,052 | -13.5% | -$44.47万 | 减仓 |
| SHEL | SHELL PLC | $285.06万 | 0.05% | 30,652 | 604 | 2.0% | $5.62万 | 加仓 |
| EMR | EMERSON ELEC CO | $287.00万 | 0.05% | 21,905 | 237 | 1.1% | $3.11万 | 加仓 |
| ESGE | ISHARES INC | $287.16万 | 0.05% | 63,153 | 2,357 | 3.9% | $10.72万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $288.20万 | 0.05% | 6,454 | 410 | 6.8% | $18.31万 | 加仓 |
| CI | THE CIGNA GROUP | $288.29万 | 0.05% | 10,807 | 106 | 1.0% | $2.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $289.50万 | 0.05% | 8,388 | 527 | 6.7% | $18.19万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $290.78万 | 0.05% | 22,183 | 155 | 0.7% | $2.03万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $292.02万 | 0.05% | 9,596 | -1,997 | -17.2% | -$60.77万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $293.93万 | 0.05% | 105,539 | 1,178 | 1.1% | $3.28万 | 加仓 |
| INTC | INTEL CORP | $299.19万 | 0.05% | 67,798 | -2,443 | -3.5% | -$10.78万 | 减仓 |
| SYSB | ISHARES TR | $304.11万 | 0.06% | 34,169 | 2,055 | 6.4% | $18.29万 | 加仓 |
| IGM | ISHARES TR | $306.21万 | 0.06% | 25,838 | 272 | 1.1% | $3.22万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $306.62万 | 0.06% | 49,575 | -22,609 | -31.3% | -$139.84万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $307.29万 | 0.06% | 54,311 | -7,328 | -11.9% | -$41.46万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $313.78万 | 0.06% | 40,841 | 4,073 | 11.1% | $31.29万 | 加仓 |
| NVS | NOVARTIS AG | $315.66万 | 0.06% | 20,665 | 165 | 0.8% | $2.52万 | 加仓 |
| SO | SOUTHERN CO | $315.87万 | 0.06% | 32,726 | 4,820 | 17.3% | $46.52万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $316.04万 | 0.06% | 43,616 | 9,840 | 29.1% | $71.30万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $316.68万 | 0.06% | 24,690 | 1,147 | 4.9% | $14.71万 | 加仓 |
| AME | AMETEK INC | $318.20万 | 0.06% | 14,844 | -302 | -2.0% | -$6.47万 | 减仓 |
| AMLP | ALPS ETF TR | $318.63万 | 0.06% | 60,530 | 18,345 | 43.5% | $96.57万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $319.00万 | 0.06% | 19,898 | -9,236 | -31.7% | -$148.07万 | 减仓 |
| EME | EMCOR GROUP INC | $319.10万 | 0.06% | 4,322 | 3,633 | 527.3% | $268.23万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $322.19万 | 0.06% | 63,199 | 18,505 | 41.4% | $94.34万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $322.21万 | 0.06% | 138,168 | -6,438 | -4.5% | -$15.01万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $322.99万 | 0.06% | 4,734 | 28 | 0.6% | $1.91万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $323.75万 | 0.06% | 64,274 | 6,720 | 11.7% | $33.85万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $328.24万 | 0.06% | 59,296 | 3,062 | 5.4% | $16.95万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $328.69万 | 0.06% | 123,521 | 8,903 | 7.8% | $23.69万 | 加仓 |
| LIN | LINDE PLC | $329.67万 | 0.06% | 6,650 | 734 | 12.4% | $36.39万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $330.65万 | 0.06% | 199,068 | 2,451 | 1.2% | $4.07万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $339.61万 | 0.06% | 11,833 | -3,311 | -21.9% | -$95.03万 | 减仓 |
| SDY | SPDR SERIES TRUST | $340.61万 | 0.06% | 23,339 | -118 | -0.5% | -$1.72万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $346.11万 | 0.06% | 7,788 | -458 | -5.6% | -$20.35万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $351.12万 | 0.06% | 59,735 | -376 | -0.6% | -$2.21万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $351.73万 | 0.06% | 35,752 | 2,510 | 7.6% | $24.69万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $354.16万 | 0.06% | 64,580 | 29,787 | 85.6% | $163.35万 | 加仓 |
| EFG | ISHARES TR | $355.81万 | 0.06% | 31,949 | 3,678 | 13.0% | $40.96万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $356.60万 | 0.06% | 86,786 | 21,065 | 32.1% | $86.56万 | 加仓 |
| CMI | CUMMINS INC | $358.52万 | 0.07% | 6,663 | 346 | 5.5% | $18.62万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $359.95万 | 0.07% | 95,125 | -255 | -0.3% | -$9,649 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $362.73万 | 0.07% | 168,788 | 19,033 | 12.7% | $40.90万 | 加仓 |
| GWW | WW GRAINGER INC | $365.32万 | 0.07% | 3,349 | 561 | 20.1% | $61.20万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $365.52万 | 0.07% | 24,680 | 1,522 | 6.6% | $22.54万 | 加仓 |
| EUSB | ISHARES TR | $371.75万 | 0.07% | 85,460 | 4,688 | 5.8% | $20.39万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $375.24万 | 0.07% | 53,501 | -374 | -0.7% | -$2.62万 | 减仓 |
| OEF | ISHARES TR | $376.78万 | 0.07% | 11,846 | -68,630 | -85.3% | -$2,182.90万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $378.01万 | 0.07% | 129,990 | -1,043 | -0.8% | -$3.03万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $382.39万 | 0.07% | 18,820 | 185 | 1.0% | $3.76万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $386.05万 | 0.07% | 35,872 | 3,632 | 11.3% | $39.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $389.08万 | 0.07% | 11,513 | 531 | 4.8% | $17.95万 | 加仓 |
| SMLF | ISHARES TR | $389.39万 | 0.07% | 51,582 | 11,128 | 27.5% | $84.01万 | 加仓 |
| DGRW | WISDOMTREE TR | $392.15万 | 0.07% | 44,644 | -271 | -0.6% | -$2.38万 | 减仓 |
| MQ | MARQETA INC | $396.97万 | 0.07% | 972,959 | 1,224 | 0.1% | $4,994 | 加仓 |
| SH | PROSHARES TR | $403.38万 | 0.07% | 106,349 | 106,349 | — | $403.38万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $404.59万 | 0.07% | 15,930 | -1,040 | -6.1% | -$26.41万 | 减仓 |
| NEM | NEWMONT CORP | $404.99万 | 0.07% | 37,412 | -1,477 | -3.8% | -$15.99万 | 减仓 |
| COWZ | PACER FDS TR | $407.35万 | 0.07% | 65,113 | -3,227 | -4.7% | -$20.19万 | 减仓 |
| SMH | VANECK ETF TRUST | $412.67万 | 0.07% | 10,764 | -37 | -0.3% | -$1.42万 | 减仓 |
| CB | CHUBB LTD SWITZ | $413.17万 | 0.07% | 12,677 | -320 | -2.5% | -$10.43万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $414.38万 | 0.08% | 133,843 | 164 | 0.1% | $5,077 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $416.15万 | 0.08% | 7,069 | 2,108 | 42.5% | $124.10万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $416.36万 | 0.08% | 53,947 | 7,598 | 16.4% | $58.64万 | 加仓 |
| SLV | ISHARES SILVER TR | $418.64万 | 0.08% | 61,438 | -2,049 | -3.2% | -$13.96万 | 减仓 |
| PFE | PFIZER INC | $419.41万 | 0.08% | 149,364 | 6,234 | 4.4% | $17.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $424.25万 | 0.08% | 58,981 | -27,593 | -31.9% | -$198.48万 | 减仓 |
| ACM | AECOM | $427.01万 | 0.08% | 50,344 | -2,973 | -5.6% | -$25.22万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $428.17万 | 0.08% | 184,399 | 10,712 | 6.2% | $24.87万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $430.79万 | 0.08% | 67,405 | 3,242 | 5.1% | $20.72万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $432.95万 | 0.08% | 56,147 | 858 | 1.6% | $6.62万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $433.11万 | 0.08% | 29,708 | 795 | 2.7% | $11.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $436.70万 | 0.08% | 72,004 | -666 | -0.9% | -$4.04万 | 减仓 |
| T | AT&T INC | $439.96万 | 0.08% | 151,763 | -2,132 | -1.4% | -$6.18万 | 减仓 |
| ETN | EATON CORP PLC | $444.34万 | 0.08% | 12,423 | 1,415 | 12.9% | $50.61万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $446.73万 | 0.08% | 90,487 | -4 | -0.0% | -$197 | 减仓 |
| IWD | ISHARES TR | $447.40万 | 0.08% | 20,939 | 744 | 3.7% | $15.90万 | 加仓 |
| IOO | ISHARES TR | $448.21万 | 0.08% | 37,051 | 1,782 | 5.1% | $21.56万 | 加仓 |
| NUBD | NUSHARES ETF TR | $453.23万 | 0.08% | 204,065 | 21,225 | 11.6% | $47.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $455.82万 | 0.08% | 13,281 | 4,736 | 55.4% | $162.55万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $461.29万 | 0.08% | 137,533 | -506 | -0.4% | -$1.70万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $472.41万 | 0.09% | 111,418 | 1,403 | 1.3% | $5.95万 | 加仓 |