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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $480.74万 | 0.09% | 7,794 | 150 | 2.0% | $9.25万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $484.59万 | 0.09% | 10,512 | 290 | 2.8% | $13.37万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $490.12万 | 0.09% | 12,554 | 950 | 8.2% | $37.09万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $490.20万 | 0.09% | 62,517 | 4,312 | 7.4% | $33.81万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $491.76万 | 0.09% | 72,021 | -352 | -0.5% | -$2.40万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $492.81万 | 0.09% | 61,158 | 3,425 | 5.9% | $27.60万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $493.02万 | 0.09% | 84,219 | -6,063 | -6.7% | -$35.49万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $493.88万 | 0.09% | 87,135 | -4,242 | -4.6% | -$24.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $494.93万 | 0.09% | 22,782 | -30 | -0.1% | -$6,517 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $498.73万 | 0.09% | 129,810 | 5,912 | 4.8% | $22.71万 | 加仓 |
| SUB | ISHARES TR | $499.97万 | 0.09% | 46,946 | 1,264 | 2.8% | $13.46万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $503.05万 | 0.09% | 100,986 | 100,986 | — | $503.05万 | 新建仓 |
| GE | GE AEROSPACE | $505.37万 | 0.09% | 17,809 | -1,077 | -5.7% | -$30.56万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $511.34万 | 0.09% | 16,917 | 1,143 | 7.2% | $34.55万 | 加仓 |
| IUSV | ISHARES TR | $514.94万 | 0.09% | 50,360 | -759 | -1.5% | -$7.76万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $517.49万 | 0.09% | 67,610 | 3,314 | 5.2% | $25.37万 | 加仓 |
| QCOM | QUALCOMM INC | $519.79万 | 0.09% | 40,363 | -2,373 | -5.6% | -$30.56万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $522.59万 | 0.09% | 100,439 | 12,273 | 13.9% | $63.86万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $523.42万 | 0.09% | 127,476 | 127,476 | — | $523.42万 | 新建仓 |
| GLW | CORNING INC | $524.77万 | 0.10% | 38,595 | 17,702 | 84.7% | $240.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $537.28万 | 0.10% | 38,551 | 487 | 1.3% | $6.79万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $539.59万 | 0.10% | 20,967 | 1,890 | 9.9% | $48.64万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $539.66万 | 0.10% | 211,797 | 16,053 | 8.2% | $40.90万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $547.30万 | 0.10% | 44,576 | 385 | 0.9% | $4.73万 | 加仓 |
| RMD | RESMED INC | $547.95万 | 0.10% | 24,409 | 58 | 0.2% | $1.30万 | 加仓 |
| NET | CLOUDFLARE INC | $549.90万 | 0.10% | 26,650 | 2,761 | 11.6% | $56.97万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $550.22万 | 0.10% | 166,988 | 13,674 | 8.9% | $45.06万 | 加仓 |
| ESGU | ISHARES TR | $552.06万 | 0.10% | 39,037 | -368 | -0.9% | -$5.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $553.54万 | 0.10% | 180,424 | 10,656 | 6.3% | $32.69万 | 加仓 |
| AMGN | AMGEN INC | $555.10万 | 0.10% | 15,776 | 499 | 3.3% | $17.56万 | 加仓 |
| ORCL | ORACLE CORP | $555.25万 | 0.10% | 37,744 | 4,642 | 14.0% | $68.29万 | 加仓 |
| USMV | ISHARES TR | $555.88万 | 0.10% | 59,940 | -3,677 | -5.8% | -$34.10万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $556.43万 | 0.10% | 121,307 | -1,561 | -1.3% | -$7.16万 | 减仓 |
| MMM | 3M CO | $560.58万 | 0.10% | 38,600 | 5,102 | 15.2% | $74.10万 | 加仓 |
| NOW | SERVICENOW INC | $561.75万 | 0.10% | 53,730 | 17,135 | 46.8% | $179.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $563.22万 | 0.10% | 85,350 | 25,894 | 43.6% | $170.87万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $566.18万 | 0.10% | 35,998 | 3,011 | 9.1% | $47.36万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $571.38万 | 0.10% | 79,635 | -1,563 | -1.9% | -$11.21万 | 减仓 |
| — | HONEYWELL INTL INC | $575.20万 | 0.10% | 25,448 | 3,427 | 15.6% | $77.46万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $578.65万 | 0.10% | 251,804 | 251,804 | — | $578.65万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $579.16万 | 0.11% | 68,523 | -585 | -0.8% | -$4.94万 | 减仓 |
| IEF | ISHARES TR | $580.47万 | 0.11% | 60,820 | 5,322 | 9.6% | $50.79万 | 加仓 |
| WM | WASTE MGMT INC DEL | $583.94万 | 0.11% | 25,412 | 1,417 | 5.9% | $32.56万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $584.82万 | 0.11% | 70,673 | 1,286 | 1.9% | $10.64万 | 加仓 |
| SUSC | ISHARES TR | $584.85万 | 0.11% | 252,770 | 1,854 | 0.7% | $4.29万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $588.63万 | 0.11% | 124,446 | 4,214 | 3.5% | $19.93万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $590.12万 | 0.11% | 32,023 | 2,791 | 9.5% | $51.43万 | 加仓 |
| IWY | ISHARES TR | $590.96万 | 0.11% | 23,749 | 642 | 2.8% | $15.98万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $593.36万 | 0.11% | 7,680 | -156 | -2.0% | -$12.05万 | 减仓 |
| APP | APPLOVIN CORP | $597.10万 | 0.11% | 15,002 | -70 | -0.5% | -$2.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $611.49万 | 0.11% | 25,227 | 15 | 0.1% | $3,636 | 加仓 |
| VO | VANGUARD INDEX FDS | $615.15万 | 0.11% | 21,420 | 45 | 0.2% | $1.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $625.74万 | 0.11% | 60,947 | -12,501 | -17.0% | -$128.35万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $633.16万 | 0.11% | 83,696 | 4,433 | 5.6% | $33.54万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $651.28万 | 0.12% | 59,374 | 45,686 | 333.8% | $501.13万 | 加仓 |
| DSI | ISHARES TR | $665.60万 | 0.12% | 54,922 | 1,112 | 2.1% | $13.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $667.43万 | 0.12% | 50,221 | -845 | -1.7% | -$11.23万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $669.78万 | 0.12% | 84,493 | 3,087 | 3.8% | $24.47万 | 加仓 |
| SHY | ISHARES TR | $671.73万 | 0.12% | 81,353 | 2,457 | 3.1% | $20.29万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $672.30万 | 0.12% | 27,781 | 141 | 0.5% | $3.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $675.86万 | 0.12% | 48,862 | 2,100 | 4.5% | $29.05万 | 加仓 |
| BX | BLACKSTONE INC | $683.88万 | 0.12% | 59,473 | -1,110 | -1.8% | -$12.76万 | 减仓 |
| MOAT | VANECK ETF TRUST | $695.25万 | 0.13% | 71,898 | -12,700 | -15.0% | -$122.81万 | 减仓 |
| CRM | SALESFORCE INC | $705.69万 | 0.13% | 37,804 | -9,490 | -20.1% | -$177.15万 | 减仓 |
| STIP | ISHARES TR | $706.00万 | 0.13% | 68,258 | -516 | -0.8% | -$5.34万 | 减仓 |
| MS | MORGAN STANLEY | $716.60万 | 0.13% | 43,544 | 934 | 2.2% | $15.37万 | 加仓 |
| KLAC | KLA CORP | $717.09万 | 0.13% | 4,871 | 243 | 5.3% | $35.77万 | 加仓 |
| PEP | PEPSICO INC | $724.92万 | 0.13% | 46,682 | -5,094 | -9.8% | -$79.10万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $728.41万 | 0.13% | 72,702 | 10,968 | 17.8% | $109.89万 | 加仓 |
| GEV | GE VERNOVA INC | $729.26万 | 0.13% | 8,354 | 1,147 | 15.9% | $100.13万 | 加仓 |
| CAT | CATERPILLAR INC | $731.00万 | 0.13% | 10,318 | -699 | -6.3% | -$49.52万 | 减仓 |
| TFLO | ISHARES TR | $733.10万 | 0.13% | 144,795 | 1,948 | 1.4% | $9.86万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $734.96万 | 0.13% | 139,250 | 987 | 0.7% | $5.21万 | 加仓 |
| PULS | PGIM ETF TR | $737.18万 | 0.13% | 148,925 | 60,043 | 67.6% | $297.21万 | 加仓 |
| IUSG | ISHARES TR | $754.81万 | 0.14% | 48,663 | -891 | -1.8% | -$13.82万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $756.73万 | 0.14% | 152,350 | 6,364 | 4.4% | $31.61万 | 加仓 |
| IDEV | ISHARES TR | $756.79万 | 0.14% | 90,558 | -6,464 | -6.7% | -$54.02万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $761.43万 | 0.14% | 140,875 | 6,344 | 4.7% | $34.29万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $761.62万 | 0.14% | 89,962 | 3,119 | 3.6% | $26.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $769.14万 | 0.14% | 153,858 | -2,378 | -1.5% | -$11.89万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $775.71万 | 0.14% | 302,774 | -6,588 | -2.1% | -$16.88万 | 减仓 |
| DIS | DISNEY WALT CO | $779.62万 | 0.14% | 80,890 | -4,905 | -5.7% | -$47.27万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $780.87万 | 0.14% | 147,752 | -11,133 | -7.0% | -$58.84万 | 减仓 |
| EMXC | ISHARES INC | $792.39万 | 0.14% | 100,736 | 9,667 | 10.6% | $76.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $800.49万 | 0.15% | 9,462 | -36 | -0.4% | -$3.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $802.07万 | 0.15% | 23,467 | 72 | 0.3% | $2.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $816.56万 | 0.15% | 73,917 | 10,360 | 16.3% | $114.45万 | 加仓 |
| LQD | ISHARES TR | $824.46万 | 0.15% | 75,645 | 5,578 | 8.0% | $60.80万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $830.56万 | 0.15% | 135,579 | 62,340 | 85.1% | $381.90万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $857.08万 | 0.16% | 34,204 | 221 | 0.7% | $5.54万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $857.34万 | 0.16% | 77,113 | -1,052 | -1.3% | -$11.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $872.59万 | 0.16% | 173,822 | 6,514 | 3.9% | $32.70万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $878.01万 | 0.16% | 116,912 | 1,189 | 1.0% | $8.93万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $898.45万 | 0.16% | 362,279 | -42,816 | -10.6% | -$106.18万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $899.32万 | 0.16% | 195,974 | 143,494 | 273.4% | $658.49万 | 加仓 |
| TLT | ISHARES TR | $900.98万 | 0.16% | 103,931 | -7,688 | -6.9% | -$66.65万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $913.50万 | 0.17% | 195,442 | 22,712 | 13.1% | $106.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $916.33万 | 0.17% | 42,887 | -1,479 | -3.3% | -$31.60万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $916.58万 | 0.17% | 121,017 | 121,017 | — | $916.58万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $935.19万 | 0.17% | 196,759 | 6,130 | 3.2% | $29.14万 | 加仓 |