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 |
|---|---|---|---|---|---|---|---|---|
| IRT | INDEPENDENCE RLTY TR INC | $20.11万 | 0.00% | 13,505 | 1,037 | 8.3% | $1.54万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.13万 | 0.00% | 968 | -173 | -15.2% | -$3.60万 | 减仓 |
| BMI | BADGER METER INC | $20.15万 | 0.00% | 1,322 | 1,322 | — | $20.15万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $20.17万 | 0.00% | 16,950 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $20.19万 | 0.00% | 12,017 | 2,428 | 25.3% | $4.08万 | 重新持有 |
| HXL | HEXCEL CORP NEW | $20.20万 | 0.00% | 2,496 | 2,496 | — | $20.20万 | 新建仓 |
| BCS | BARCLAYS PLC | $20.23万 | 0.00% | 9,563 | 700 | 7.9% | $1.48万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $20.25万 | 0.00% | 1,887 | 1,887 | — | $20.25万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $20.25万 | 0.00% | 1,730 | 1,730 | — | $20.25万 | 新建仓 |
| INDA | ISHARES TR | $20.31万 | 0.00% | 4,337 | -4 | -0.1% | -$187 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $20.32万 | 0.00% | 2,907 | 2,907 | — | $20.32万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.33万 | 0.00% | 591 | -124 | -17.3% | -$4.27万 | 减仓 |
| IEX | IDEX CORP | $20.36万 | 0.00% | 1,074 | -158 | -12.8% | -$2.99万 | 减仓 |
| — | PROASSURANCE CORP | $20.41万 | 0.00% | 8,258 | 8,258 | — | $20.41万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $20.48万 | 0.00% | 1,414 | 10 | 0.7% | $1,448 | 加仓 |
| IXN | ISHARES TR | $20.49万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $20.64万 | 0.00% | 1,348 | -83 | -5.8% | -$1.27万 | 减仓 |
| DEO | DIAGEO PLC | $20.66万 | 0.00% | 2,774 | -95 | -3.3% | -$7,074 | 减仓 |
| EG | EVEREST GROUP LTD | $20.75万 | 0.00% | 635 | -404 | -38.9% | -$13.20万 | 减仓 |
| EFX | EQUIFAX INC | $20.76万 | 0.00% | 1,153 | 190 | 19.7% | $3.42万 | 加仓 |
| DOX | AMDOCS LTD | $20.78万 | 0.00% | 3,184 | 3,184 | — | $20.78万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $20.79万 | 0.00% | 4,484 | -75 | -1.6% | -$3,477 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $20.83万 | 0.00% | 5,302 | 5,302 | — | $20.83万 | 新建仓 |
| CHWY | CHEWY INC | $20.88万 | 0.00% | 7,732 | -3,119 | -28.7% | -$8.42万 | 重新持有 |
| IWC | ISHARES TR | $20.88万 | 0.00% | 1,308 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $20.89万 | 0.00% | 5,496 | 252 | 4.8% | $9,578 | 加仓 |
| BOTZ | GLOBAL X FDS | $20.93万 | 0.00% | 6,302 | 21 | 0.3% | $698 | 加仓 |
| OSK | OSHKOSH CORP | $20.99万 | 0.00% | 1,426 | 1,426 | — | $20.99万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $21.08万 | 0.00% | 439 | -584 | -57.1% | -$28.04万 | 减仓 |
| — | BANK AMERICA CORP | $21.09万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $21.11万 | 0.00% | 5,390 | 5,390 | — | $21.11万 | 新建仓 |
| PJT | PJT PARTNERS INC | $21.20万 | 0.00% | 1,517 | 107 | 7.6% | $1.50万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $21.23万 | 0.00% | 6,199 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $21.26万 | 0.00% | 3,025 | 0 | 0.0% | — | 不变 |
| JSTC | TIDAL TRUST I | $21.26万 | 0.00% | 10,907 | 10,907 | — | $21.26万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $21.30万 | 0.00% | 4,093 | 4,093 | — | $21.30万 | 新建仓 |
| WCLD | WISDOMTREE TR | $21.36万 | 0.00% | 7,817 | -3,783 | -32.6% | -$10.34万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.44万 | 0.00% | 1,291 | 35 | 2.8% | $5,812 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $21.45万 | 0.00% | 3,700 | -141 | -3.7% | -$8,175 | 减仓 |
| DTM | DT MIDSTREAM INC | $21.52万 | 0.00% | 1,598 | 1,598 | — | $21.52万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $21.54万 | 0.00% | 9,782 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $21.57万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $21.57万 | 0.00% | 2,296 | -1,286 | -35.9% | -$12.08万 | 减仓 |
| TTC | TORO CO | $21.58万 | 0.00% | 2,310 | -1,089 | -32.0% | -$10.18万 | 重新持有 |
| SLAB | SILICON LABORATORIES INC | $21.73万 | 0.00% | 1,044 | 1,044 | — | $21.73万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $21.74万 | 0.00% | 18,533 | -2,578 | -12.2% | -$3.02万 | 减仓 |
| MGV | VANGUARD WORLD FD | $21.74万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $21.79万 | 0.00% | 3,203 | -41 | -1.3% | -$2,789 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $21.82万 | 0.00% | 1,343 | -414 | -23.6% | -$6.73万 | 减仓 |
| NTSX | WISDOMTREE TR | $21.85万 | 0.00% | 4,189 | -276 | -6.2% | -$1.44万 | 减仓 |
| STE | STERIS PLC | $21.90万 | 0.00% | 990 | -850 | -46.2% | -$18.80万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.97万 | 0.00% | 3,276 | 3,276 | — | $21.97万 | 新建仓 |
| BCAL | CALIFORNIA BANCORP | $21.97万 | 0.00% | 12,399 | -42 | -0.3% | -$744 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.99万 | 0.00% | 5,912 | 21 | 0.4% | $781 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $22.04万 | 0.00% | 17,616 | -2,243 | -11.3% | -$2.81万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $22.04万 | 0.00% | 3,560 | -586 | -14.1% | -$3.63万 | 减仓 |
| GLDM | WORLD GOLD TR | $22.05万 | 0.00% | 2,379 | -2,198 | -48.0% | -$20.37万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $22.07万 | 0.00% | 4,901 | 4,901 | — | $22.07万 | 新建仓 |
| AUSF | GLOBAL X FDS | $22.08万 | 0.00% | 4,567 | -10 | -0.2% | -$483 | 减仓 |
| DTCR | GLOBAL X FDS | $22.13万 | 0.00% | 9,235 | 9,235 | — | $22.13万 | 新建仓 |
| CMF | ISHARES TR | $22.13万 | 0.00% | 3,892 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $22.14万 | 0.00% | 49,650 | 7,230 | 17.0% | $3.22万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.24万 | 0.00% | 1,779 | -128 | -6.7% | -$1.60万 | 减仓 |
| ALB | ALBEMARLE CORP | $22.28万 | 0.00% | 1,241 | 1,241 | — | $22.28万 | 新建仓 |
| CCK | CROWN HLDGS INC | $22.30万 | 0.00% | 2,224 | -953 | -30.0% | -$9.55万 | 减仓 |
| ITT | ITT INC | $22.39万 | 0.00% | 1,175 | 1,175 | — | $22.39万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $22.39万 | 0.00% | 1,244 | 1,244 | — | $22.39万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $22.41万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $22.43万 | 0.00% | 10,803 | -3,817 | -26.1% | -$7.92万 | 减仓 |
| ARTNA | ARTESIAN RES CORP | $22.48万 | 0.00% | 7,058 | 7,058 | — | $22.48万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $22.57万 | 0.00% | 13,737 | 1,742 | 14.5% | $2.86万 | 加仓 |
| AYI | ACUITY INC | $22.61万 | 0.00% | 807 | 204 | 33.8% | $5.72万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.67万 | 0.00% | 1,807 | -117 | -6.1% | -$1.47万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $22.71万 | 0.00% | 7,194 | 7,194 | — | $22.71万 | 新建仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $22.74万 | 0.00% | 6,256 | -109 | -1.7% | -$3,962 | 减仓 |
| COHR | COHERENT CORP | $22.77万 | 0.00% | 956 | 956 | — | $22.77万 | 新建仓 |
| GRNY | TIDAL TRUST I | $22.82万 | 0.00% | 9,559 | 198 | 2.1% | $4,726 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $22.88万 | 0.00% | 1,161 | -3 | -0.3% | -$591 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $22.90万 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $22.90万 | 0.00% | 2,179 | -600 | -21.6% | -$6.31万 | 减仓 |
| VTRS | VIATRIS INC | $22.95万 | 0.00% | 16,990 | 349 | 2.1% | $4,715 | 加仓 |
| CCJ | CAMECO CORP | $22.98万 | 0.00% | 2,116 | 2,116 | — | $22.98万 | 新建仓 |
| USHY | ISHARES TR | $22.99万 | 0.00% | 6,241 | 544 | 9.5% | $2.00万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $23.01万 | 0.00% | 5,177 | -281 | -5.1% | -$1.25万 | 减仓 |
| PSO | PEARSON PLC | $23.10万 | 0.00% | 17,596 | -2,840 | -13.9% | -$3.73万 | 减仓 |
| ILCV | ISHARES TR | $23.14万 | 0.00% | 2,484 | 2,484 | — | $23.14万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.15万 | 0.00% | 1,176 | 123 | 11.7% | $2.42万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $23.20万 | 0.00% | 5,199 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $23.21万 | 0.00% | 46,144 | -831 | -1.8% | -$4,180 | 减仓 |
| NWG | NATWEST GROUP PLC | $23.22万 | 0.00% | 15,586 | 244 | 1.6% | $3,636 | 加仓 |
| — | VANECK ETF TRUST | $23.24万 | 0.00% | 9,701 | 978 | 11.2% | $2.34万 | 加仓 |
| NNN | NNN REIT INC | $23.27万 | 0.00% | 5,537 | -1,538 | -21.7% | -$6.46万 | 减仓 |
| MDLN | MEDLINE INC | $23.27万 | 0.00% | 5,230 | 205 | 4.1% | $9,122 | 加仓 |
| INGR | INGREDION INC | $23.40万 | 0.00% | 2,077 | -1,401 | -40.3% | -$15.78万 | 减仓 |
| — | SPDR SERIES TRUST | $23.41万 | 0.00% | 1,597 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $23.52万 | 0.00% | 2,907 | -643 | -18.1% | -$5.20万 | 重新持有 |
| VCR | VANGUARD WORLD FD | $23.71万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $23.71万 | 0.00% | 21,023 | 2,452 | 13.2% | $2.77万 | 加仓 |
| IJS | ISHARES TR | $23.75万 | 0.00% | 2,005 | -19 | -0.9% | -$2,251 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $23.76万 | 0.00% | 6,388 | -200 | -3.0% | -$7,438 | 减仓 |