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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $47.24万 | 0.01% | 14,757 | -8,583 | -36.8% | -$27.47万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $47.32万 | 0.01% | 4,311 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $47.53万 | 0.01% | 5,932 | 891 | 17.7% | $7.14万 | 加仓 |
| MPLX | MPLX LP | $47.55万 | 0.01% | 8,331 | -390 | -4.5% | -$2.23万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $47.80万 | 0.01% | 9,962 | -24,679 | -71.2% | -$118.41万 | 减仓 |
| EQNR | EQUINOR ASA | $47.81万 | 0.01% | 11,329 | -5,087 | -31.0% | -$21.47万 | 减仓 |
| FLRT | PACER FDS TR | $47.82万 | 0.01% | 10,325 | -19,109 | -64.9% | -$88.49万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.08万 | 0.01% | 1,581 | 391 | 32.9% | $11.89万 | 加仓 |
| KKR | KKR & CO INC | $48.37万 | 0.01% | 5,229 | 52 | 1.0% | $4,810 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $48.39万 | 0.01% | 2,315 | 76 | 3.4% | $1.59万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $48.48万 | 0.01% | 10,692 | 486 | 4.8% | $2.20万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $48.73万 | 0.01% | 8,106 | 23 | 0.3% | $1,383 | 加仓 |
| DDWM | WISDOMTREE TR | $48.82万 | 0.01% | 11,068 | -717 | -6.1% | -$3.16万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $49.02万 | 0.01% | 15,199 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $49.03万 | 0.01% | 5,840 | -91 | -1.5% | -$7,640 | 减仓 |
| MSIF | MSC INCOME FUND INC | $49.28万 | 0.01% | 40,460 | 10,255 | 34.0% | $12.49万 | 加仓 |
| ISCF | ISHARES TR | $49.91万 | 0.01% | 11,943 | -36 | -0.3% | -$1,504 | 减仓 |
| CPNG | COUPANG INC | $50.08万 | 0.01% | 26,523 | 19,786 | 293.7% | $37.36万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $50.11万 | 0.01% | 1,319 | -5 | -0.4% | -$1,899 | 减仓 |
| VEEV | VEEVA SYS INC | $50.24万 | 0.01% | 2,860 | 190 | 7.1% | $3.34万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $50.36万 | 0.01% | 6,692 | 404 | 6.4% | $3.04万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $50.53万 | 0.01% | 5,712 | -16 | -0.3% | -$1,415 | 减仓 |
| — | TIDAL TRUST I | $50.75万 | 0.01% | 9,949 | -877 | -8.1% | -$4.47万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $50.82万 | 0.01% | 17,554 | 17,554 | — | $50.82万 | 新建仓 |
| VTR | VENTAS INC | $51.11万 | 0.01% | 6,250 | -2,748 | -30.5% | -$22.47万 | 减仓 |
| ACWX | ISHARES TR | $51.29万 | 0.01% | 7,491 | 790 | 11.8% | $5.41万 | 加仓 |
| IWP | ISHARES TR | $51.34万 | 0.01% | 4,007 | -243 | -5.7% | -$3.11万 | 减仓 |
| NTRA | NATERA INC | $51.42万 | 0.01% | 2,571 | -291 | -10.2% | -$5.82万 | 减仓 |
| HAL | HALLIBURTON CO | $51.66万 | 0.01% | 13,250 | -716 | -5.1% | -$2.79万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.78万 | 0.01% | 1,193 | 196 | 19.7% | $8.51万 | 加仓 |
| IGIB | ISHARES TR | $51.84万 | 0.01% | 9,740 | -1,002 | -9.3% | -$5.33万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $51.87万 | 0.01% | 8,343 | -8,772 | -51.3% | -$54.54万 | 减仓 |
| BNTX | BIONTECH SE | $51.88万 | 0.01% | 5,837 | -19 | -0.3% | -$1,689 | 减仓 |
| — | NVIDIA CORPORATION 看涨期权 | $51.96万 | 0.01% | 27,200 | 27,200 | — | $51.96万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $52.00万 | 0.01% | 10,507 | 982 | 10.3% | $4.86万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $52.07万 | 0.01% | 15,914 | 15,914 | — | $52.07万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $52.14万 | 0.01% | 4,504 | 881 | 24.3% | $10.20万 | 加仓 |
| COMT | ISHARES U S ETF TR | $52.21万 | 0.01% | 15,441 | -7,252 | -32.0% | -$24.52万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $52.28万 | 0.01% | 5,039 | 1,374 | 37.5% | $14.26万 | 加仓 |
| HYD | VANECK ETF TRUST | $52.36万 | 0.01% | 10,442 | -1,715 | -14.1% | -$8.60万 | 减仓 |
| PCAR | PACCAR INC | $52.51万 | 0.01% | 4,546 | 215 | 5.0% | $2.48万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $52.54万 | 0.01% | 4,554 | 119 | 2.7% | $1.37万 | 加仓 |
| VMC | VULCAN MATLS CO | $52.56万 | 0.01% | 1,930 | -16 | -0.8% | -$4,357 | 减仓 |
| USIG | ISHARES TR | $52.83万 | 0.01% | 10,312 | 967 | 10.3% | $4.95万 | 加仓 |
| AGX | ARGAN INC | $52.99万 | 0.01% | 973 | -5 | -0.5% | -$2,723 | 减仓 |
| NGG | NATIONAL GRID PLC | $53.07万 | 0.01% | 6,273 | 277 | 4.6% | $2.34万 | 加仓 |
| FRO | FRONTLINE PLC | $53.07万 | 0.01% | 15,225 | 15,225 | — | $53.07万 | 新建仓 |
| HYGH | ISHARES U S ETF TR | $53.08万 | 0.01% | 6,200 | -800 | -11.4% | -$6.85万 | 减仓 |
| CNC | CENTENE CORP DEL | $53.12万 | 0.01% | 16,224 | -8,877 | -35.4% | -$29.06万 | 减仓 |
| MTZ | MASTEC INC | $53.12万 | 0.01% | 1,651 | -239 | -12.6% | -$7.69万 | 减仓 |
| NVT | NVENT ELEC PLC | $53.29万 | 0.01% | 4,506 | 1,103 | 32.4% | $13.05万 | 加仓 |
| IOT | SAMSARA INC | $53.32万 | 0.01% | 16,825 | -1,183 | -6.6% | -$3.75万 | 减仓 |
| HSY | HERSHEY CO | $53.39万 | 0.01% | 2,568 | 81 | 3.3% | $1.68万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $53.41万 | 0.01% | 6,515 | 13 | 0.2% | $1,066 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $53.45万 | 0.01% | 2,706 | 1,190 | 78.5% | $23.51万 | 加仓 |
| ARKK | ARK ETF TR | $53.55万 | 0.01% | 7,923 | 34 | 0.4% | $2,298 | 加仓 |
| USSG | DBX ETF TR | $53.55万 | 0.01% | 8,973 | -3,118 | -25.8% | -$18.61万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $53.57万 | 0.01% | 1,897 | 168 | 9.7% | $4.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $53.77万 | 0.01% | 1,266 | -65 | -4.9% | -$2.76万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $53.98万 | 0.01% | 35,280 | -6,787 | -16.1% | -$10.38万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $54.12万 | 0.01% | 18,825 | -340 | -1.8% | -$9,775 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $54.15万 | 0.01% | 19,721 | -218 | -1.1% | -$5,986 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $54.27万 | 0.01% | 1,119 | -107 | -8.7% | -$5.19万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $54.40万 | 0.01% | 34,255 | -2,885 | -7.8% | -$4.58万 | 减仓 |
| GDX | VANECK ETF TRUST | $54.44万 | 0.01% | 5,932 | -2,219 | -27.2% | -$20.36万 | 减仓 |
| IGV | ISHARES TR | $54.55万 | 0.01% | 6,815 | 3,981 | 140.5% | $31.87万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $54.60万 | 0.01% | 4,754 | -748 | -13.6% | -$8.59万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $54.63万 | 0.01% | 777 | 61 | 8.5% | $4.29万 | 加仓 |
| IYK | ISHARES TR | $54.73万 | 0.01% | 7,816 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION | $54.76万 | 0.01% | 10,500 | -256 | -2.4% | -$1.33万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $54.84万 | 0.01% | 4,071 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $55.29万 | 0.01% | 5,179 | 310 | 6.4% | $3.31万 | 加仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $55.34万 | 0.01% | 50,081 | 28,338 | 130.3% | $31.31万 | 加仓 |
| PFFD | GLOBAL X FDS | $55.36万 | 0.01% | 30,085 | -1,345 | -4.3% | -$2.47万 | 减仓 |
| ENB | ENBRIDGE INC | $55.44万 | 0.01% | 10,241 | -293 | -2.8% | -$1.59万 | 减仓 |
| CLX | CLOROX CO DEL | $55.67万 | 0.01% | 5,372 | 5,372 | — | $55.67万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $55.82万 | 0.01% | 13,760 | -10,204 | -42.6% | -$41.40万 | 减仓 |
| — | SPDR INDEX SHS FDS | $55.85万 | 0.01% | 3,902 | 6 | 0.2% | $859 | 加仓 |
| STN | STANTEC INC | $56.01万 | 0.01% | 6,482 | 142 | 2.2% | $1.23万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $56.13万 | 0.01% | 16,820 | 1,749 | 11.6% | $5.84万 | 加仓 |
| GH | GUARDANT HEALTH INC | $56.32万 | 0.01% | 6,097 | 6,097 | — | $56.32万 | 新建仓 |
| ADSK | AUTODESK INC | $56.43万 | 0.01% | 2,357 | -294 | -11.1% | -$7.04万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $56.47万 | 0.01% | 2,976 | 260 | 9.6% | $4.93万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $56.90万 | 0.01% | 12,792 | -516 | -3.9% | -$2.30万 | 减仓 |
| AWR | AMER STATES WTR CO | $56.91万 | 0.01% | 7,526 | 463 | 6.6% | $3.50万 | 加仓 |
| ECHO | ECHOSTAR CORP | $56.95万 | 0.01% | 4,865 | 14 | 0.3% | $1,639 | 加仓 |
| DLN | WISDOMTREE TR | $57.06万 | 0.01% | 6,388 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $57.45万 | 0.01% | 8,276 | 26 | 0.3% | $1,805 | 加仓 |
| UL | UNILEVER PLC | $57.48万 | 0.01% | 10,089 | 50 | 0.5% | $2,848 | 加仓 |
| LEN | LENNAR CORP | $57.57万 | 0.01% | 6,630 | 1,068 | 19.2% | $9.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $57.78万 | 0.01% | 2,734 | 181 | 7.1% | $3.83万 | 加仓 |
| CNM | CORE & MAIN INC | $58.11万 | 0.01% | 11,764 | -2,683 | -18.6% | -$13.25万 | 减仓 |
| DTE | DTE ENERGY CO | $58.56万 | 0.01% | 4,005 | -7 | -0.2% | -$1,024 | 减仓 |
| GIS | GENERAL MILLS INC | $58.68万 | 0.01% | 15,765 | -2,237 | -12.4% | -$8.33万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $58.72万 | 0.01% | 12,539 | 115 | 0.9% | $5,386 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $58.78万 | 0.01% | 4,287 | -618 | -12.6% | -$8.47万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $58.86万 | 0.01% | 8,902 | 27 | 0.3% | $1,785 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $58.92万 | 0.01% | 7,037 | -2,323 | -24.8% | -$19.45万 | 减仓 |
| KVUE | KENVUE INC | $59.11万 | 0.01% | 34,287 | 3,537 | 11.5% | $6.10万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $59.17万 | 0.01% | 5,153 | 0 | 0.0% | — | 不变 |