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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ETHEREUM TR | $29.61万 | 0.01% | 18,707 | 5,200 | 38.5% | $8.23万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $29.62万 | 0.01% | 5,768 | 470 | 8.9% | $2.41万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $29.63万 | 0.01% | 3,440 | 3,440 | — | $29.63万 | 新建仓 |
| SON | SONOCO PRODS CO | $29.66万 | 0.01% | 5,483 | 5,483 | — | $29.66万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $29.78万 | 0.01% | 6,711 | -2,416 | -26.5% | -$10.72万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $29.86万 | 0.01% | 24,100 | 24,100 | — | $29.86万 | 新建仓 |
| ATI | ATI INC | $29.95万 | 0.01% | 2,059 | -231 | -10.1% | -$3.36万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $29.97万 | 0.01% | 17,555 | -380 | -2.1% | -$6,487 | 减仓 |
| IYY | ISHARES TR | $30.11万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $30.40万 | 0.01% | 3,582 | 142 | 4.1% | $1.21万 | 加仓 |
| RGLD | ROYAL GOLD INC | $30.54万 | 0.01% | 1,200 | 158 | 15.2% | $4.02万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $30.60万 | 0.01% | 14,462 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $30.64万 | 0.01% | 1,412 | -362 | -20.4% | -$7.86万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $30.65万 | 0.01% | 1,487 | 199 | 15.5% | $4.10万 | 加仓 |
| ZS | ZSCALER INC | $30.65万 | 0.01% | 2,185 | 879 | 67.3% | $12.33万 | 加仓 |
| NULG | NUSHARES ETF TR | $30.67万 | 0.01% | 3,372 | 1,187 | 54.3% | $10.79万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $30.73万 | 0.01% | 1,705 | 283 | 19.9% | $5.10万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.82万 | 0.01% | 12,946 | -507 | -3.8% | -$1.21万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $30.85万 | 0.01% | 1,670 | 470 | 39.2% | $8.68万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $30.91万 | 0.01% | 3,240 | 3,240 | — | $30.91万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $30.97万 | 0.01% | 4,822 | 1,147 | 31.2% | $7.37万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $31.04万 | 0.01% | 6,043 | -980 | -14.0% | -$5.03万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $31.22万 | 0.01% | 1,527 | 158 | 11.5% | $3.23万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $31.46万 | 0.01% | 5,153 | 476 | 10.2% | $2.91万 | 加仓 |
| NU | NU HLDGS LTD | $31.55万 | 0.01% | 21,958 | 299 | 1.4% | $4,297 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $31.63万 | 0.01% | 2,132 | 2 | 0.1% | $297 | 加仓 |
| HYDB | ISHARES TR | $31.65万 | 0.01% | 6,803 | 76 | 1.1% | $3,536 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $31.81万 | 0.01% | 10,443 | -533 | -4.9% | -$1.62万 | 减仓 |
| IQLT | ISHARES TR | $31.83万 | 0.01% | 6,884 | 35 | 0.5% | $1,618 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $31.92万 | 0.01% | 3,387 | 192 | 6.0% | $1.81万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $31.94万 | 0.01% | 5,083 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $32.20万 | 0.01% | 1,284 | 108 | 9.2% | $2.71万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $32.20万 | 0.01% | 3,488 | -6,882 | -66.4% | -$63.54万 | 减仓 |
| UBS | UBS GROUP AG | $32.23万 | 0.01% | 8,250 | 699 | 9.3% | $2.73万 | 加仓 |
| IREN | IREN LIMITED | $32.29万 | 0.01% | 9,419 | 9,419 | — | $32.29万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $32.35万 | 0.01% | 546 | -342 | -38.5% | -$20.26万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $32.39万 | 0.01% | 14,233 | 860 | 6.4% | $1.96万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $32.41万 | 0.01% | 11,309 | -442 | -3.8% | -$1.27万 | 减仓 |
| PFXF | VANECK ETF TRUST | $32.41万 | 0.01% | 18,481 | -1,289 | -6.5% | -$2.26万 | 减仓 |
| ENTG | ENTEGRIS INC | $32.58万 | 0.01% | 2,779 | 41 | 1.5% | $4,807 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $32.61万 | 0.01% | 1,084 | -30 | -2.7% | -$9,025 | 减仓 |
| IBB | ISHARES TR | $32.83万 | 0.01% | 1,944 | -790 | -28.9% | -$13.34万 | 减仓 |
| EZU | ISHARES INC | $32.90万 | 0.01% | 5,252 | 949 | 22.1% | $5.94万 | 加仓 |
| NTRS | NORTHERN TR CORP | $32.94万 | 0.01% | 2,360 | -444 | -15.8% | -$6.20万 | 减仓 |
| HUBB | HUBBELL INC | $33.04万 | 0.01% | 673 | -15,927 | -95.9% | -$781.93万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $33.07万 | 0.01% | 17,462 | 1,644 | 10.4% | $3.11万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $33.09万 | 0.01% | 7,398 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $33.10万 | 0.01% | 10,755 | 10,755 | — | $33.10万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.15万 | 0.01% | 4,352 | 221 | 5.3% | $1.68万 | 加仓 |
| IXUS | ISHARES TR | $33.18万 | 0.01% | 3,830 | 126 | 3.4% | $1.09万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $33.43万 | 0.01% | 1,142 | -229 | -16.7% | -$6.70万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $33.64万 | 0.01% | 5,532 | 730 | 15.2% | $4.44万 | 加仓 |
| SONY | SONY GROUP CORP | $33.66万 | 0.01% | 16,260 | 552 | 3.5% | $1.14万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $33.82万 | 0.01% | 2,338 | 2,338 | — | $33.82万 | 新建仓 |
| TPR | TAPESTRY INC | $33.85万 | 0.01% | 2,399 | 224 | 10.3% | $3.16万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $34.07万 | 0.01% | 4,985 | 1,149 | 30.0% | $7.85万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $34.20万 | 0.01% | 1,579 | 214 | 15.7% | $4.64万 | 加仓 |
| PPG | PPG INDS INC | $34.22万 | 0.01% | 3,201 | 178 | 5.9% | $1.90万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $34.52万 | 0.01% | 3,157 | -106 | -3.2% | -$1.16万 | 减仓 |
| OMC | OMNICOM GROUP INC | $34.62万 | 0.01% | 4,597 | -3,862 | -45.7% | -$29.08万 | 减仓 |
| — | VERTIV HOLDINGS CO 看涨期权 | $34.64万 | 0.01% | 3,100 | -6,000 | -65.9% | -$67.05万 | 重新持有 |
| GAP | GAP INC | $34.72万 | 0.01% | 14,346 | -899 | -5.9% | -$2.18万 | 减仓 |
| RACE | FERRARI N V | $34.76万 | 0.01% | 1,027 | -48 | -4.5% | -$1.62万 | 减仓 |
| — | ELECTRONIC ARTS INC | $34.92万 | 0.01% | 1,713 | -88 | -4.9% | -$1.79万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $34.93万 | 0.01% | 7,428 | -804 | -9.8% | -$3.78万 | 减仓 |
| F | FORD MTR CO | $34.93万 | 0.01% | 30,271 | -5,841 | -16.2% | -$6.74万 | 减仓 |
| ACWI | ISHARES TR | $34.99万 | 0.01% | 2,529 | -1,161 | -31.5% | -$16.06万 | 减仓 |
| MLI | MUELLER INDS INC | $35.01万 | 0.01% | 3,161 | -1,291 | -29.0% | -$14.30万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $35.02万 | 0.01% | 7,646 | -7 | -0.1% | -$321 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $35.07万 | 0.01% | 7,190 | -9 | -0.1% | -$439 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $35.13万 | 0.01% | 1,026 | 465 | 82.9% | $15.92万 | 加仓 |
| USAR | USA RARE EARTH INC | $35.20万 | 0.01% | 23,255 | 1,015 | 4.6% | $1.54万 | 加仓 |
| NULV | NUSHARES ETF TR | $35.34万 | 0.01% | 7,768 | 1,162 | 17.6% | $5.29万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $35.48万 | 0.01% | 23,656 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $35.61万 | 0.01% | 7,158 | 7,158 | — | $35.61万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $35.78万 | 0.01% | 2,505 | -131 | -5.0% | -$1.87万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $35.78万 | 0.01% | 1,011 | -209 | -17.1% | -$7.40万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $36.13万 | 0.01% | 5,626 | 501 | 9.8% | $3.22万 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $36.17万 | 0.01% | 14,487 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $36.24万 | 0.01% | 2,848 | -50 | -1.7% | -$6,362 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $36.46万 | 0.01% | 2,990 | -135 | -4.3% | -$1.65万 | 减仓 |
| INCY | INCYTE CORP | $36.47万 | 0.01% | 3,875 | -1,568 | -28.8% | -$14.76万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $36.49万 | 0.01% | 16,227 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $36.77万 | 0.01% | 2,830 | 797 | 39.2% | $10.35万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $37.09万 | 0.01% | 2,359 | -133 | -5.3% | -$2.09万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $37.31万 | 0.01% | 1,706 | -91 | -5.1% | -$1.99万 | 减仓 |
| SWIM | LATHAM GROUP INC | $37.45万 | 0.01% | 69,733 | 16,546 | 31.1% | $8.89万 | 加仓 |
| MLRG | ISHARES TR | $37.50万 | 0.01% | 4,173 | 5 | 0.1% | $449 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $37.51万 | 0.01% | 156,933 | -2,198 | -1.4% | -$5,253 | 减仓 |
| LNG | CHENIERE ENERGY INC | $37.52万 | 0.01% | 1,322 | 215 | 19.4% | $6.10万 | 加仓 |
| NUSC | NUSHARES ETF TR | $37.53万 | 0.01% | 8,329 | -123 | -1.5% | -$5,543 | 减仓 |
| CBRE | CBRE GROUP INC | $37.54万 | 0.01% | 2,771 | 11 | 0.4% | $1,490 | 加仓 |
| TBIL | RBB FD INC | $37.58万 | 0.01% | 7,536 | -17,330 | -69.7% | -$86.41万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $37.58万 | 0.01% | 2,779 | 20 | 0.7% | $2,705 | 加仓 |
| HSIC | SCHEIN HENRY INC | $37.62万 | 0.01% | 5,105 | 82 | 1.6% | $6,043 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $37.67万 | 0.01% | 34,060 | 2,925 | 9.4% | $3.24万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $37.71万 | 0.01% | 2,191 | 269 | 14.0% | $4.63万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $37.85万 | 0.01% | 6,087 | 6,087 | — | $37.85万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $37.99万 | 0.01% | 8,322 | -963 | -10.4% | -$4.40万 | 减仓 |
| PAYX | PAYCHEX INC | $37.99万 | 0.01% | 4,124 | 482 | 13.2% | $4.44万 | 加仓 |