Perigon Wealth Management, LLC
SAN FRANCISCO CA · SEC CIK 0001575239
$63.56亿2026Q2 申报市值
1,435持仓数
25.0%前十大占比 · 第一大 5.4%
175 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$4,491.12万
SETM 新建仓+$1,434.16万
EEM 加仓+$1,111.77万
IUSB 加仓+$1,074.33万
GLD 加仓+$911.55万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,706.13万
QUAL 减仓-$1,627.54万
EFV 减仓-$1,386.35万
XLU 减仓-$651.83万
MOAT 减仓-$647.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RS | RELIANCE INC | $30.86万 | 0.00% | 826 | -115 | -12.2% | -$4.30万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $30.90万 | 0.00% | 1,706 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES U S ETF TR | $30.97万 | 0.00% | 3,326 | -162 | -4.6% | -$1.51万 | 减仓 |
| IHF | ISHARES TR | $31.00万 | 0.00% | 5,602 | 5,602 | — | $31.00万 | 新建仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $31.05万 | 0.00% | 3,287 | 3,287 | — | $31.05万 | 新建仓 |
| SUSA | ISHARES TR | $31.17万 | 0.00% | 2,020 | -23 | -1.1% | -$3,549 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $31.22万 | 0.00% | 2,376 | -129 | -5.1% | -$1.70万 | 减仓 |
| — | SPDR SERIES TRUST | $31.28万 | 0.00% | 1,597 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $31.32万 | 0.00% | 5,643 | 490 | 9.5% | $2.72万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $31.35万 | 0.00% | 1,311 | -11 | -0.8% | -$2,630 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $31.39万 | 0.00% | 6,043 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $31.44万 | 0.00% | 12,669 | 1,394 | 12.4% | $3.46万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $31.58万 | 0.00% | 16,227 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $31.60万 | 0.00% | 10,373 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $31.61万 | 0.00% | 1,471 | -830 | -36.1% | -$17.84万 | 减仓 |
| TPR | TAPESTRY INC | $31.62万 | 0.00% | 2,160 | -239 | -10.0% | -$3.50万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $31.63万 | 0.00% | 1,761 | 56 | 3.3% | $1.01万 | 加仓 |
| JSTC | TIDAL TRUST I | $31.73万 | 0.00% | 13,867 | 2,960 | 27.1% | $6.77万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $31.73万 | 0.00% | 1,574 | -741 | -32.0% | -$14.94万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $31.82万 | 0.01% | 10,068 | -22,013 | -68.6% | -$69.58万 | 减仓 |
| GLPI | GAMING & LEISURE P | $31.88万 | 0.01% | 7,159 | 448 | 6.7% | $1.99万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $31.90万 | 0.01% | 5,083 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $31.99万 | 0.01% | 30,904 | 6,804 | 28.2% | $7.04万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $32.12万 | 0.01% | 1,942 | 55 | 2.9% | $9,097 | 加仓 |
| IJT | ISHARES TR | $32.13万 | 0.01% | 1,799 | -190 | -9.6% | -$3.39万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.15万 | 0.01% | 1,652 | 125 | 8.2% | $2.43万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $32.18万 | 0.01% | 594 | 48 | 8.8% | $2.60万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $32.30万 | 0.01% | 9,334 | 77 | 0.8% | $2,664 | 重新持有 |
| HYDB | ISHARES TR | $32.37万 | 0.01% | 6,921 | 118 | 1.7% | $5,519 | 加仓 |
| BP | BP PLC | $32.37万 | 0.01% | 8,762 | 607 | 7.4% | $2.24万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $32.38万 | 0.01% | 12,060 | 1,507 | 14.3% | $4.05万 | 重新持有 |
| VSTS | VESTIS CORPORATION | $32.44万 | 0.01% | 22,340 | 198 | 0.9% | $2,875 | 加仓 |
| WTFC | WINTRUST FINL CORP | $32.44万 | 0.01% | 2,019 | 154 | 8.3% | $2.47万 | 加仓 |
| TILE | INTERFACE INC | $32.46万 | 0.01% | 9,056 | 9,056 | — | $32.46万 | 新建仓 |
| IYY | ISHARES TR | $32.63万 | 0.01% | 1,790 | -110 | -5.8% | -$2.01万 | 减仓 |
| GPC | GENUINE PARTS CO | $32.81万 | 0.01% | 2,781 | -845 | -23.3% | -$9.97万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $32.94万 | 0.01% | 17,469 | 7 | 0.0% | $132 | 加仓 |
| SPTI | SPDR SERIES TRUST | $33.02万 | 0.01% | 11,632 | 323 | 2.9% | $9,170 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $33.25万 | 0.01% | 30,589 | -3,471 | -10.2% | -$3.77万 | 减仓 |
| OMC | OMNICOM GROUP INC | $33.36万 | 0.01% | 4,580 | -17 | -0.4% | -$1,238 | 减仓 |
| DCI | DONALDSON INC | $33.38万 | 0.01% | 3,718 | 136 | 3.8% | $1.22万 | 加仓 |
| PFXF | VANECK ETF TRUST | $33.39万 | 0.01% | 18,714 | 233 | 1.3% | $4,157 | 加仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $33.40万 | 0.01% | 21,195 | 5,700 | 36.8% | $8.98万 | 加仓 |
| GNMA | ISHARES TR | $33.49万 | 0.01% | 7,572 | -1,962 | -20.6% | -$8.68万 | 减仓 |
| IEX | IDEX CORP | $33.52万 | 0.01% | 1,477 | 403 | 37.5% | $9.15万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $33.53万 | 0.01% | 1,628 | 135 | 9.0% | $2.78万 | 加仓 |
| IR | INGERSOLL RAND INC | $33.58万 | 0.01% | 4,095 | -1,837 | -31.0% | -$15.06万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $33.62万 | 0.01% | 5,996 | 206 | 3.6% | $1.16万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $33.68万 | 0.01% | 7,464 | 7,464 | — | $33.68万 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $33.72万 | 0.01% | 7,398 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $33.84万 | 0.01% | 2,989 | 250 | 9.1% | $2.83万 | 加仓 |
| CGNX | COGNEX CORP | $33.99万 | 0.01% | 4,693 | -811 | -14.7% | -$5.87万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $34.01万 | 0.01% | 1,329 | 228 | 20.7% | $5.84万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $34.09万 | 0.01% | 15,928 | 2,191 | 15.9% | $4.69万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $34.19万 | 0.01% | 14,461 | -1 | -0.0% | -$24 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $34.41万 | 0.01% | 7,495 | -151 | -2.0% | -$6,932 | 减仓 |
| MUSA | MURPHY USA INC | $34.43万 | 0.01% | 639 | 107 | 20.1% | $5.77万 | 加仓 |
| FFIV | F5 INC | $34.48万 | 0.01% | 829 | 829 | — | $34.48万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.50万 | 0.01% | 2,916 | 318 | 12.2% | $3.76万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $34.69万 | 0.01% | 2,618 | -161 | -5.8% | -$2.13万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $34.71万 | 0.01% | 2,015 | 345 | 20.7% | $5.94万 | 加仓 |
| INFL | LISTED FDS TR | $34.92万 | 0.01% | 7,000 | -5,000 | -41.7% | -$24.94万 | 减仓 |
| NULG | NUSHARES ETF TR | $34.94万 | 0.01% | 2,985 | -387 | -11.5% | -$4.53万 | 减仓 |
| MLI | MUELLER INDS INC | $35.17万 | 0.01% | 2,861 | -300 | -9.5% | -$3.69万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $35.29万 | 0.01% | 9,968 | -475 | -4.5% | -$1.68万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $35.47万 | 0.01% | 17,832 | 1,881 | 11.8% | $3.74万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.53万 | 0.01% | 7,451 | 1,938 | 35.2% | $9.24万 | 加仓 |
| IWC | ISHARES TR | $35.85万 | 0.01% | 1,792 | 484 | 37.0% | $9.68万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $35.91万 | 0.01% | 14,007 | -226 | -1.6% | -$5,794 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $36.02万 | 0.01% | 1,663 | 235 | 16.5% | $5.09万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $36.07万 | 0.01% | 11,011 | 11,011 | — | $36.07万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $36.17万 | 0.01% | 2,396 | 2,396 | — | $36.17万 | 新建仓 |
| IBB | ISHARES TR | $36.22万 | 0.01% | 1,904 | -40 | -2.1% | -$7,609 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $36.25万 | 0.01% | 1,333 | 1,333 | — | $36.25万 | 新建仓 |
| CAM | AB ACTIVE ETFS INC | $36.45万 | 0.01% | 14,487 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $36.51万 | 0.01% | 3,862 | 302 | 8.5% | $2.86万 | 加仓 |
| VICR | VICOR CORP | $36.57万 | 0.01% | 963 | 963 | — | $36.57万 | 新建仓 |
| MTB | M & T BK CORP | $36.67万 | 0.01% | 1,541 | 225 | 17.1% | $5.35万 | 加仓 |
| IXUS | ISHARES TR | $36.72万 | 0.01% | 3,848 | 18 | 0.5% | $1,718 | 加仓 |
| SF | STIFEL FINL CORP | $36.87万 | 0.01% | 5,284 | -852 | -13.9% | -$5.94万 | 减仓 |
| SOLV | SOLVENTUM CORP | $37.01万 | 0.01% | 4,797 | 345 | 7.7% | $2.66万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $37.03万 | 0.01% | 7,364 | 7,364 | — | $37.03万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $37.05万 | 0.01% | 4,182 | -170 | -3.9% | -$1.51万 | 减仓 |
| IQLT | ISHARES TR | $37.08万 | 0.01% | 7,483 | 599 | 8.7% | $2.97万 | 加仓 |
| TRGP | TARGA RES CORP | $37.30万 | 0.01% | 1,391 | 107 | 8.3% | $2.87万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $37.33万 | 0.01% | 2,513 | 175 | 7.5% | $2.60万 | 加仓 |
| — | ELECTRONIC ARTS INC | $37.40万 | 0.01% | 1,824 | 111 | 6.5% | $2.28万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.90万 | 0.01% | 1,562 | -108 | -6.5% | -$2.62万 | 减仓 |
| UNM | UNUM GROUP | $37.93万 | 0.01% | 4,243 | 526 | 14.2% | $4.70万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $37.94万 | 0.01% | 1,350 | 174 | 14.8% | $4.89万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $38.01万 | 0.01% | 8,114 | 686 | 9.2% | $3.21万 | 加仓 |
| BIIB | BIOGEN INC | $38.05万 | 0.01% | 1,761 | 161 | 10.1% | $3.48万 | 加仓 |
| THG | HANOVER INS GROUP INC | $38.07万 | 0.01% | 1,778 | 267 | 17.7% | $5.72万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $38.07万 | 0.01% | 8,286 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $38.08万 | 0.01% | 5,224 | 368 | 7.6% | $2.68万 | 加仓 |
| CBRE | CBRE GROUP INC | $38.11万 | 0.01% | 2,829 | 58 | 2.1% | $7,813 | 加仓 |
| SMTC | SEMTECH CORP | $38.39万 | 0.01% | 2,372 | 2,372 | — | $38.39万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $38.40万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $38.63万 | 0.01% | 7,728 | -40 | -0.5% | -$2,000 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $38.69万 | 0.01% | 5,636 | 10 | 0.2% | $686 | 加仓 |