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 |
|---|---|---|---|---|---|---|---|---|
| AVES | AMERICAN CENTY ETF TR | $946.24万 | 0.17% | 157,760 | 4,109 | 2.7% | $24.65万 | 加仓 |
| IWF | ISHARES TR | $951.51万 | 0.17% | 22,315 | -419 | -1.8% | -$17.87万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $958.44万 | 0.17% | 156,302 | 1,478 | 1.0% | $9.06万 | 加仓 |
| MRK | MERCK & CO INC | $964.83万 | 0.18% | 80,209 | 1,081 | 1.4% | $13.00万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $965.73万 | 0.18% | 113,830 | -523 | -0.5% | -$4.44万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $966.15万 | 0.18% | 186,048 | -21,965 | -10.6% | -$114.06万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $967.05万 | 0.18% | 191,079 | 15,541 | 8.9% | $78.65万 | 加仓 |
| KO | COCA COLA CO | $968.87万 | 0.18% | 127,399 | -11,741 | -8.4% | -$89.29万 | 减仓 |
| IWM | ISHARES TR | $978.54万 | 0.18% | 39,457 | -17,114 | -30.3% | -$424.43万 | 减仓 |
| C | CITIGROUP INC | $985.59万 | 0.18% | 86,905 | 6,899 | 8.6% | $78.24万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,006.37万 | 0.18% | 52,437 | 1,967 | 3.9% | $37.75万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,006.48万 | 0.18% | 206,458 | 5,551 | 2.8% | $27.06万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,008.91万 | 0.18% | 214,297 | 9,890 | 4.8% | $46.56万 | 加仓 |
| EEM | ISHARES TR | $1,010.12万 | 0.18% | 177,870 | 29,497 | 19.9% | $167.51万 | 加仓 |
| CSCO | CISCO SYS INC | $1,029.00万 | 0.19% | 132,620 | -19,761 | -13.0% | -$153.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,050.71万 | 0.19% | 72,743 | 5,760 | 8.6% | $83.20万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,059.34万 | 0.19% | 112,719 | -40,473 | -26.4% | -$380.37万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $1,074.44万 | 0.19% | 262,700 | 14,842 | 6.0% | $60.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,076.18万 | 0.20% | 31,855 | -212 | -0.7% | -$7.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,090.31万 | 0.20% | 41,627 | -60 | -0.1% | -$1.57万 | 减仓 |
| SUSB | ISHARES TR | $1,090.75万 | 0.20% | 435,167 | -45,754 | -9.5% | -$114.68万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,092.53万 | 0.20% | 117,628 | 1,871 | 1.6% | $17.38万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,100.21万 | 0.20% | 220,528 | 252 | 0.1% | $1.26万 | 加仓 |
| DE | DEERE & CO | $1,104.72万 | 0.20% | 19,612 | 1,130 | 6.1% | $63.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,110.05万 | 0.20% | 54,566 | 1,333 | 2.5% | $27.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,120.89万 | 0.20% | 152,212 | -20,872 | -12.1% | -$153.70万 | 减仓 |
| MBB | ISHARES TR | $1,120.90万 | 0.20% | 118,052 | -2,030 | -1.7% | -$19.27万 | 减仓 |
| EQIX | EQUINIX INC | $1,129.94万 | 0.20% | 11,527 | 8,349 | 262.7% | $818.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,144.09万 | 0.21% | 143,712 | -4,127 | -2.8% | -$32.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,187.86万 | 0.22% | 19,654 | 614 | 3.2% | $37.11万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,189.37万 | 0.22% | 126,880 | 74,771 | 143.5% | $700.90万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,193.93万 | 0.22% | 259,155 | 15,829 | 6.5% | $72.92万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $1,227.43万 | 0.22% | 246,089 | 8,045 | 3.4% | $40.13万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,227.78万 | 0.22% | 42,093 | 2,624 | 6.6% | $76.54万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,250.84万 | 0.23% | 75,488 | 321 | 0.4% | $5.32万 | 加仓 |
| IVW | ISHARES TR | $1,255.23万 | 0.23% | 110,975 | 8,128 | 7.9% | $91.94万 | 加仓 |
| CME | CME GROUP INC | $1,276.61万 | 0.23% | 43,224 | -3,063 | -6.6% | -$90.47万 | 减仓 |
| IWR | ISHARES TR | $1,294.66万 | 0.23% | 133,154 | -1,751 | -1.3% | -$17.02万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,301.13万 | 0.24% | 494,725 | -23,876 | -4.6% | -$62.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,308.45万 | 0.24% | 60,841 | -3,837 | -5.9% | -$82.52万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,317.44万 | 0.24% | 26,803 | -246 | -0.9% | -$12.09万 | 减仓 |
| RTX | RTX CORPORATION | $1,336.69万 | 0.24% | 69,294 | -5,798 | -7.7% | -$111.84万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,391.15万 | 0.25% | 95,102 | 22,247 | 30.5% | $325.43万 | 加仓 |
| GOVT | ISHARES TR | $1,419.94万 | 0.26% | 619,790 | -40,378 | -6.1% | -$92.51万 | 减仓 |
| EFA | ISHARES TR | $1,420.07万 | 0.26% | 146,203 | 1,751 | 1.2% | $17.01万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,424.10万 | 0.26% | 303,323 | 18,908 | 6.6% | $88.77万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,439.43万 | 0.26% | 98,181 | -14,847 | -13.1% | -$217.67万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,441.39万 | 0.26% | 307,267 | -102,072 | -24.9% | -$478.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,450.32万 | 0.26% | 73,921 | -629 | -0.8% | -$12.34万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,451.37万 | 0.26% | 400,709 | 29,994 | 8.1% | $108.64万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,476.96万 | 0.27% | 592,917 | 508,528 | 602.6% | $1,266.74万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,491.73万 | 0.27% | 310,454 | 28,925 | 10.3% | $138.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,492.07万 | 0.27% | 72,115 | -846 | -1.2% | -$17.50万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,514.65万 | 0.27% | 213,813 | 105,833 | 98.0% | $749.72万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,534.52万 | 0.28% | 190,363 | 19,758 | 11.6% | $159.27万 | 加仓 |
| IJH | ISHARES TR | $1,630.99万 | 0.30% | 241,522 | -36,945 | -13.3% | -$249.49万 | 减仓 |
| NFLX | NETFLIX INC. | $1,680.88万 | 0.30% | 174,819 | 7,157 | 4.3% | $68.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,709.94万 | 0.31% | 487,996 | 30,340 | 6.6% | $106.31万 | 加仓 |
| WMT | WALMART INC | $1,791.54万 | 0.33% | 144,154 | -4,956 | -3.3% | -$61.59万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,815.67万 | 0.33% | 181,821 | 2,236 | 1.2% | $22.33万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,847.37万 | 0.34% | 409,434 | -587 | -0.1% | -$2.65万 | 减仓 |
| MCD | MCDONALDS CORP | $1,878.10万 | 0.34% | 60,430 | 462 | 0.8% | $14.36万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,918.41万 | 0.35% | 628,987 | 15,330 | 2.5% | $46.76万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,934.17万 | 0.35% | 387,222 | 59,675 | 18.2% | $298.08万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,972.59万 | 0.36% | 613,500 | 613,500 | — | $1,972.59万 | 新建仓 |
| IEMG | ISHARES INC | $1,979.98万 | 0.36% | 283,869 | 12,742 | 4.7% | $88.88万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,006.91万 | 0.36% | 66,349 | 5,576 | 9.2% | $168.66万 | 加仓 |
| MCO | MOODYS CORP | $2,018.56万 | 0.37% | 46,271 | -8,985 | -16.3% | -$391.97万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,056.52万 | 0.37% | 29,475 | 454 | 1.6% | $31.68万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,102.81万 | 0.38% | 187,566 | 13,892 | 8.0% | $155.74万 | 加仓 |
| IWB | ISHARES TR | $2,110.93万 | 0.38% | 59,203 | 241 | 0.4% | $8.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,128.78万 | 0.39% | 87,088 | -633 | -0.7% | -$15.47万 | 减仓 |
| IYW | ISHARES TR | $2,136.95万 | 0.39% | 117,791 | -914 | -0.8% | -$16.58万 | 减仓 |
| IEFA | ISHARES TR | $2,157.85万 | 0.39% | 238,357 | 15,018 | 6.7% | $135.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,165.90万 | 0.39% | 21,737 | -465 | -2.1% | -$46.33万 | 减仓 |
| MUB | ISHARES TR | $2,169.02万 | 0.39% | 204,335 | 9,887 | 5.1% | $104.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,205.38万 | 0.40% | 44,138 | -82 | -0.2% | -$4.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,242.03万 | 0.41% | 349,879 | 12,138 | 3.6% | $77.78万 | 加仓 |
| IJR | ISHARES TR | $2,346.13万 | 0.43% | 188,732 | -7,355 | -3.8% | -$91.43万 | 减仓 |
| — | EXXON MOBIL CORP | $2,366.32万 | 0.43% | 139,474 | 928 | 0.7% | $15.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,379.00万 | 0.43% | 521,481 | 32,457 | 6.6% | $148.07万 | 加仓 |
| ABBV | ABBVIE INC | $2,393.51万 | 0.43% | 110,052 | -1,777 | -1.6% | -$38.65万 | 减仓 |
| EFV | ISHARES TR | $2,470.90万 | 0.45% | 332,334 | -15,523 | -4.5% | -$115.41万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,476.23万 | 0.45% | 850,062 | -981 | -0.1% | -$2.86万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2,489.02万 | 0.45% | 340,401 | -124,866 | -26.8% | -$913.02万 | 减仓 |
| QUAL | ISHARES TR | $2,575.54万 | 0.47% | 134,275 | 2,123 | 1.6% | $40.72万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,766.58万 | 0.50% | 817,064 | 34,226 | 4.4% | $115.89万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $2,856.37万 | 0.52% | 427,217 | 42,934 | 11.2% | $287.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,993.00万 | 0.54% | 62,458 | -231 | -0.4% | -$11.07万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,019.24万 | 0.55% | 342,473 | -67,893 | -16.5% | -$598.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,090.01万 | 0.56% | 1,205,151 | 47,362 | 4.1% | $121.44万 | 加仓 |
| IUSB | ISHARES TR | $3,137.22万 | 0.57% | 679,198 | 45,772 | 7.2% | $211.42万 | 加仓 |
| AGG | ISHARES TR | $3,347.71万 | 0.61% | 337,233 | 50,572 | 17.6% | $502.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,361.90万 | 0.61% | 577,845 | -81,003 | -12.3% | -$471.28万 | 减仓 |
| HD | HOME DEPOT INC | $3,400.05万 | 0.62% | 103,380 | -23 | -0.0% | -$7,564 | 减仓 |
| LLY | ELI LILLY & CO | $3,475.07万 | 0.63% | 37,781 | 835 | 2.3% | $76.80万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,500.90万 | 0.64% | 1,414,506 | 51,001 | 3.7% | $126.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,533.67万 | 0.64% | 110,148 | -24,715 | -18.3% | -$792.88万 | 减仓 |
| V | VISA INC | $3,719.42万 | 0.67% | 123,062 | -4,015 | -3.2% | -$121.35万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3,743.27万 | 0.68% | 228,834 | -17,084 | -6.9% | -$279.46万 | 减仓 |