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 |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | $3,893.78万 | 0.71% | 999,431 | 44,120 | 4.6% | $171.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,897.40万 | 0.71% | 132,493 | 299 | 0.2% | $8.80万 | 加仓 |
| TSLA | TESLA INC | $3,937.30万 | 0.71% | 105,912 | 890 | 0.8% | $33.09万 | 加仓 |
| SGOV | ISHARES TR | $4,083.88万 | 0.74% | 405,710 | 61,354 | 17.8% | $617.59万 | 加仓 |
| IVE | ISHARES TR | $4,229.17万 | 0.77% | 200,292 | -8,960 | -4.3% | -$189.19万 | 减仓 |
| META | META PLATFORMS INC | $4,249.77万 | 0.77% | 74,279 | -597 | -0.8% | -$34.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,543.22万 | 0.82% | 104,014 | 6,823 | 7.0% | $298.02万 | 加仓 |
| AVGO | BROADCOM INC | $4,663.43万 | 0.85% | 150,671 | -2,504 | -1.6% | -$77.50万 | 减仓 |
| GLD | SPDR GOLD TR | $5,210.52万 | 0.95% | 121,093 | -17,945 | -12.9% | -$772.16万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $5,225.89万 | 0.95% | 803,983 | -344 | -0.0% | -$2.24万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $5,271.47万 | 0.96% | 449,861 | 16,901 | 3.9% | $198.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,880.98万 | 1.07% | 90,430 | 2,504 | 2.8% | $162.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,970.07万 | 1.08% | 1,536,303 | -7,713 | -0.5% | -$29.97万 | 减仓 |
| QLTY | GMO ETF TRUST | $6,289.27万 | 1.14% | 1,738,328 | 85,374 | 5.2% | $308.88万 | 加仓 |
| GOOGL | ALPHABET INC | $6,351.85万 | 1.15% | 220,888 | 4,891 | 2.3% | $140.65万 | 加仓 |
| BIL | SPDR SERIES TRUST | $6,378.85万 | 1.16% | 696,077 | 38,417 | 5.8% | $352.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,956.59万 | 1.26% | 187,930 | 5,416 | 3.0% | $200.48万 | 加仓 |
| GOOG | ALPHABET INC | $7,904.05万 | 1.43% | 275,537 | -5,176 | -1.8% | -$148.48万 | 减仓 |
| AMZN | AMAZON COM INC | $9,254.85万 | 1.68% | 444,368 | -3,503 | -0.8% | -$72.96万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $9,798.78万 | 1.78% | 1,645,471 | 168,867 | 11.4% | $1,005.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.03亿 | 1.87% | 178,441 | -426 | -0.2% | -$24.59万 | 减仓 |
| IVV | ISHARES TR | $1.11亿 | 2.01% | 169,969 | -2,271 | -1.3% | -$148.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.40亿 | 2.54% | 234,336 | 28,549 | 13.9% | $1,705.94万 | 加仓 |
| AAPL | APPLE INC | $2.88亿 | 5.22% | 1,133,645 | 3,950 | 0.3% | $100.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.00亿 | 5.44% | 1,720,393 | -19,912 | -1.1% | -$347.27万 | 减仓 |