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 |
|---|---|---|---|---|---|---|---|---|
| NUVB | NUVATION BIO INC | $38.72万 | 0.01% | 68,167 | -157 | -0.2% | -$892 | 减仓 |
| HTO | H2O AMERICA | $38.85万 | 0.01% | 6,393 | -1,396 | -17.9% | -$8.48万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $38.89万 | 0.01% | 12,606 | 1,851 | 17.2% | $5.71万 | 加仓 |
| NUSC | NUSHARES ETF TR | $38.90万 | 0.01% | 7,463 | -866 | -10.4% | -$4.51万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $39.10万 | 0.01% | 3,524 | 343 | 10.8% | $3.81万 | 加仓 |
| PCG | PG&E CORP | $39.26万 | 0.01% | 23,342 | -12,880 | -35.6% | -$21.66万 | 减仓 |
| SOXX | ISHARES TR | $39.53万 | 0.01% | 617 | -613 | -49.8% | -$39.28万 | 重新持有 |
| PPG | PPG INDS INC | $39.56万 | 0.01% | 3,262 | 61 | 1.9% | $7,398 | 加仓 |
| ENTG | ENTEGRIS INC | $39.59万 | 0.01% | 2,201 | -578 | -20.8% | -$10.40万 | 减仓 |
| UBS | UBS GROUP AG | $39.99万 | 0.01% | 8,068 | -182 | -2.2% | -$9,020 | 减仓 |
| IDV | ISHARES TR | $40.09万 | 0.01% | 9,677 | 93 | 1.0% | $3,853 | 加仓 |
| RACE | FERRARI N V | $40.17万 | 0.01% | 1,079 | 52 | 5.1% | $1.94万 | 加仓 |
| CNM | CORE & MAIN INC | $40.25万 | 0.01% | 8,342 | -3,422 | -29.1% | -$16.51万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $40.59万 | 0.01% | 8,155 | 997 | 13.9% | $4.96万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $40.60万 | 0.01% | 7,826 | -719 | -8.4% | -$3.73万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $40.72万 | 0.01% | 1,716 | -47 | -2.7% | -$1.12万 | 减仓 |
| VCYT | VERACYTE INC | $40.78万 | 0.01% | 6,944 | 6,944 | — | $40.78万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $40.83万 | 0.01% | 3,826 | 978 | 34.3% | $10.44万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $41.22万 | 0.01% | 6,052 | 520 | 9.4% | $3.54万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $41.29万 | 0.01% | 22,284 | -14,043 | -38.7% | -$26.02万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $41.38万 | 0.01% | 12,171 | -2,586 | -17.5% | -$8.79万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $41.58万 | 0.01% | 1,807 | 395 | 28.0% | $9.09万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $41.82万 | 0.01% | 3,108 | -49 | -1.6% | -$6,593 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $41.82万 | 0.01% | 2,990 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $41.88万 | 0.01% | 15,870 | 6,642 | 72.0% | $17.53万 | 重新持有 |
| THO | THOR INDS INC | $42.01万 | 0.01% | 5,590 | 638 | 12.9% | $4.80万 | 加仓 |
| HSY | HERSHEY CO | $42.18万 | 0.01% | 2,404 | -164 | -6.4% | -$2.88万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $42.18万 | 0.01% | 36,460 | -4,000 | -9.9% | -$4.63万 | 减仓 |
| TKR | TIMKEN CO | $42.30万 | 0.01% | 2,911 | 2,911 | — | $42.30万 | 新建仓 |
| TBIL | RBB FD INC | $42.34万 | 0.01% | 8,491 | 955 | 12.7% | $4.76万 | 加仓 |
| ADSK | AUTODESK INC | $42.38万 | 0.01% | 2,180 | -177 | -7.5% | -$3.44万 | 减仓 |
| MSCI | MSCI INC | $42.56万 | 0.01% | 760 | 45 | 6.3% | $2.52万 | 加仓 |
| VFC | V F CORP | $42.57万 | 0.01% | 25,522 | 910 | 3.7% | $1.52万 | 加仓 |
| — | VIRTUS ETF TR II | $42.79万 | 0.01% | 18,500 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $42.80万 | 0.01% | 13,966 | 5,519 | 65.3% | $16.92万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $42.83万 | 0.01% | 59,000 | 8,019 | 15.7% | $5.82万 | 加仓 |
| MLRG | ISHARES TR | $42.93万 | 0.01% | 4,142 | -31 | -0.7% | -$3,213 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $43.06万 | 0.01% | 4,337 | -223 | -4.9% | -$2.21万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $43.09万 | 0.01% | 8,074 | -269 | -3.2% | -$1.44万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $43.10万 | 0.01% | 21,573 | -13,707 | -38.9% | -$27.39万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $43.12万 | 0.01% | 15,076 | -123 | -0.8% | -$3,518 | 减仓 |
| HSIC | SCHEIN HENRY INC | $43.34万 | 0.01% | 5,189 | 84 | 1.6% | $7,016 | 加仓 |
| IJJ | ISHARES TR | $43.37万 | 0.01% | 2,936 | -5 | -0.2% | -$739 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $43.44万 | 0.01% | 2,462 | 271 | 12.4% | $4.78万 | 加仓 |
| KB | KB FINL GROUP INC | $43.66万 | 0.01% | 4,160 | 134 | 3.3% | $1.41万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $43.79万 | 0.01% | 24,576 | 11,076 | 82.0% | $19.74万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $43.80万 | 0.01% | 20,468 | -26 | -0.1% | -$556 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $43.81万 | 0.01% | 8,694 | 372 | 4.5% | $1.87万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $43.81万 | 0.01% | 20,726 | 20,726 | — | $43.81万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $43.86万 | 0.01% | 1,468 | -105 | -6.7% | -$3.14万 | 减仓 |
| GDX | VANECK ETF TRUST | $43.93万 | 0.01% | 5,823 | -109 | -1.8% | -$8,224 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $43.94万 | 0.01% | 8,644 | 93 | 1.1% | $4,727 | 加仓 |
| PAYX | PAYCHEX INC | $44.02万 | 0.01% | 4,476 | 352 | 8.5% | $3.46万 | 加仓 |
| DEM | WISDOMTREE TR | $44.05万 | 0.01% | 8,189 | 157 | 2.0% | $8,445 | 加仓 |
| NTRS | NORTHERN TR CORP | $44.29万 | 0.01% | 2,547 | 187 | 7.9% | $3.25万 | 加仓 |
| COMT | ISHARES U S ETF TR | $44.33万 | 0.01% | 14,596 | -845 | -5.5% | -$2.57万 | 减仓 |
| ATI | ATI INC | $44.47万 | 0.01% | 2,256 | 197 | 9.6% | $3.88万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $44.51万 | 0.01% | 8,937 | -1,025 | -10.3% | -$5.10万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $44.60万 | 0.01% | 1,173 | 1,173 | — | $44.60万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $45.00万 | 0.01% | 16,044 | 16,044 | — | $45.00万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $45.11万 | 0.01% | 1,704 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $45.14万 | 0.01% | 10,087 | 117 | 1.2% | $5,236 | 加仓 |
| LPX | LOUISIANA PAC CORP | $45.18万 | 0.01% | 5,743 | 2,355 | 69.5% | $18.53万 | 加仓 |
| GRMN | GARMIN LTD | $45.19万 | 0.01% | 1,902 | 47 | 2.5% | $1.12万 | 加仓 |
| EFOR | EVERFORTH INC | $45.19万 | 0.01% | 25,287 | 25,287 | — | $45.19万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $45.29万 | 0.01% | 10,852 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $45.44万 | 0.01% | 2,761 | 2 | 0.1% | $329 | 加仓 |
| DOW | DOW HLDGS INC | $45.67万 | 0.01% | 16,693 | 644 | 4.0% | $1.76万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $45.69万 | 0.01% | 1,100 | -93 | -7.8% | -$3.86万 | 减仓 |
| ICLN | ISHARES TR | $45.75万 | 0.01% | 22,328 | 22,328 | — | $45.75万 | 新建仓 |
| INCY | INCYTE CORP | $46.05万 | 0.01% | 4,062 | 187 | 4.8% | $2.12万 | 加仓 |
| SKM | SK TELECOM CO LTD | $46.26万 | 0.01% | 14,385 | -938 | -6.1% | -$3.02万 | 减仓 |
| MPLX | MPLX LP | $46.42万 | 0.01% | 8,241 | -90 | -1.1% | -$5,070 | 减仓 |
| PNR | PENTAIR PLC | $46.77万 | 0.01% | 6,101 | -1,420 | -18.9% | -$10.89万 | 减仓 |
| ACMR | ACM RESH INC | $46.91万 | 0.01% | 3,697 | 3,697 | — | $46.91万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $47.11万 | 0.01% | 19,514 | 347 | 1.8% | $8,377 | 加仓 |
| VEEV | VEEVA SYS INC | $47.28万 | 0.01% | 2,664 | -196 | -6.9% | -$3.48万 | 减仓 |
| VST | VISTRA CORP | $47.29万 | 0.01% | 2,981 | 1,251 | 72.3% | $19.85万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $47.40万 | 0.01% | 2,090 | -156 | -6.9% | -$3.54万 | 减仓 |
| IYH | ISHARES TR | $47.77万 | 0.01% | 7,129 | -241 | -3.3% | -$1.61万 | 减仓 |
| ES | EVERSOURCE ENERGY | $47.82万 | 0.01% | 6,618 | 457 | 7.4% | $3.30万 | 加仓 |
| BUG | GLOBAL X FDS | $47.86万 | 0.01% | 12,532 | 12,532 | — | $47.86万 | 新建仓 |
| DOV | DOVER CORP | $47.93万 | 0.01% | 2,137 | 10 | 0.5% | $2,243 | 加仓 |
| — | ELI LILLY & CO 看涨期权 | $47.98万 | 0.01% | 400 | 400 | — | $47.98万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $48.03万 | 0.01% | 4,457 | 193 | 4.5% | $2.08万 | 加仓 |
| LMUB | ISHARES TR | $48.13万 | 0.01% | 9,397 | 1,601 | 20.5% | $8.20万 | 加仓 |
| FLRT | PACER FDS TR | $48.15万 | 0.01% | 10,325 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $48.41万 | 0.01% | 4,762 | -60 | -1.2% | -$6,099 | 减仓 |
| EQNR | EQUINOR ASA | $48.58万 | 0.01% | 15,471 | 4,142 | 36.6% | $13.01万 | 加仓 |
| EOG | EOG RES INC | $48.74万 | 0.01% | 3,757 | 899 | 31.5% | $11.66万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $48.86万 | 0.01% | 5,460 | 299 | 5.8% | $2.68万 | 加仓 |
| KKR | KKR & CO INC | $49.15万 | 0.01% | 5,355 | 126 | 2.4% | $1.16万 | 加仓 |
| EZU | ISHARES INC | $49.28万 | 0.01% | 7,090 | 1,838 | 35.0% | $12.77万 | 加仓 |
| IT | GARTNER INC | $49.74万 | 0.01% | 3,837 | -48 | -1.2% | -$6,222 | 减仓 |
| POWL | POWELL INDS INC | $49.75万 | 0.01% | 1,737 | 312 | 21.9% | $8.94万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $49.81万 | 0.01% | 2,337 | 281 | 13.7% | $5.99万 | 加仓 |
| IQV | IQVIA HLDGS INC | $49.81万 | 0.01% | 2,578 | 208 | 8.8% | $4.02万 | 加仓 |
| ISCF | ISHARES TR | $49.89万 | 0.01% | 11,526 | -417 | -3.5% | -$1.81万 | 减仓 |
| UL | UNILEVER PLC | $49.95万 | 0.01% | 8,309 | -1,780 | -17.6% | -$10.70万 | 减仓 |
| HAL | HALLIBURTON CO | $49.97万 | 0.01% | 14,719 | 1,469 | 11.1% | $4.99万 | 加仓 |