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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $59.51万 | 0.01% | 8,953 | -4,368 | -32.8% | -$29.04万 | 减仓 |
| XEL | XCEL ENERGY INC | $59.60万 | 0.01% | 7,503 | -10 | -0.1% | -$794 | 减仓 |
| ITA | ISHARES TR | $59.61万 | 0.01% | 2,725 | -1,256 | -31.5% | -$27.48万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $59.68万 | 0.01% | 9,334 | -9,007 | -49.1% | -$57.59万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $59.77万 | 0.01% | 14,244 | -608 | -4.1% | -$2.55万 | 减仓 |
| GSK | GSK PLC | $59.80万 | 0.01% | 10,836 | -1,218 | -10.1% | -$6.72万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $59.92万 | 0.01% | 5,354 | -252 | -4.5% | -$2.82万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $60.02万 | 0.01% | 15,202 | 4,883 | 47.3% | $19.28万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $60.23万 | 0.01% | 13,370 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $60.25万 | 0.01% | 14,976 | 580 | 4.0% | $2.33万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $60.33万 | 0.01% | 15,290 | 15,290 | — | $60.33万 | 新建仓 |
| DGRO | ISHARES TR | $60.37万 | 0.01% | 8,601 | 217 | 2.6% | $1.52万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $60.48万 | 0.01% | 23,032 | 7,790 | 51.1% | $20.46万 | 加仓 |
| CNA | CNA FINL CORP | $60.53万 | 0.01% | 13,181 | 2,127 | 19.2% | $9.77万 | 加仓 |
| MOS | MOSAIC CO | $60.54万 | 0.01% | 23,741 | 15,755 | 197.3% | $40.18万 | 重新持有 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $60.61万 | 0.01% | 17,103 | -450 | -2.6% | -$1.59万 | 减仓 |
| — | ISHARES TR | $60.65万 | 0.01% | 9,318 | 1,728 | 22.8% | $11.25万 | 加仓 |
| ROST | ROSS STORES INC | $60.77万 | 0.01% | 2,805 | 81 | 3.0% | $1.75万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $60.79万 | 0.01% | 20,614 | 2,755 | 15.4% | $8.12万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $60.92万 | 0.01% | 2,960 | 3 | 0.1% | $617 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $61.07万 | 0.01% | 7,530 | 314 | 4.4% | $2.55万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $61.12万 | 0.01% | 7,376 | 3,325 | 82.1% | $27.55万 | 加仓 |
| TEX | TEREX CORP NEW | $61.37万 | 0.01% | 10,384 | 1,138 | 12.3% | $6.73万 | 加仓 |
| IT | GARTNER INC | $61.52万 | 0.01% | 3,885 | -580 | -13.0% | -$9.18万 | 减仓 |
| MGA | MAGNA INTL INC | $61.52万 | 0.01% | 11,023 | 691 | 6.7% | $3.86万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $61.67万 | 0.01% | 11,155 | 138 | 1.3% | $7,629 | 加仓 |
| EWJ | ISHARES INC | $61.71万 | 0.01% | 7,308 | 470 | 6.9% | $3.97万 | 加仓 |
| DT | DYNATRACE INC | $61.76万 | 0.01% | 16,701 | 4,464 | 36.5% | $16.51万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $62.01万 | 0.01% | 41,205 | 6,060 | 17.2% | $9.12万 | 加仓 |
| TSN | TYSON FOODS INC | $62.06万 | 0.01% | 9,687 | -3,279 | -25.3% | -$21.01万 | 减仓 |
| — | HENNESSY ADVISORS INC | $62.20万 | 0.01% | 63,798 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $62.26万 | 0.01% | 15,790 | 195 | 1.3% | $7,689 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $62.27万 | 0.01% | 13,959 | -2,965 | -17.5% | -$13.23万 | 减仓 |
| INFL | LISTED FDS TR | $62.47万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $62.49万 | 0.01% | 5,637 | -1,257 | -18.2% | -$13.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $62.69万 | 0.01% | 18,697 | -5,228 | -21.9% | -$17.53万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $62.71万 | 0.01% | 15,359 | 2,294 | 17.6% | $9.37万 | 加仓 |
| ORI | OLD REP INTL CORP | $62.72万 | 0.01% | 15,719 | -1,227 | -7.2% | -$4.90万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $62.77万 | 0.01% | 41,788 | 495 | 1.2% | $7,435 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $63.07万 | 0.01% | 3,128 | 17 | 0.5% | $3,428 | 加仓 |
| PCG | PG&E CORP | $63.64万 | 0.01% | 36,222 | -16,271 | -31.0% | -$28.59万 | 减仓 |
| STT | STATE STR CORP | $63.65万 | 0.01% | 5,030 | 643 | 14.7% | $8.14万 | 加仓 |
| MUNI | PIMCO ETF TR | $63.83万 | 0.01% | 12,231 | -1,193 | -8.9% | -$6.23万 | 减仓 |
| IYR | ISHARES TR | $63.88万 | 0.01% | 6,756 | 1,100 | 19.4% | $10.40万 | 加仓 |
| SMMD | ISHARES TR | $64.02万 | 0.01% | 8,385 | 902 | 12.1% | $6.89万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW | $64.03万 | 0.01% | 42,689 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $64.08万 | 0.01% | 5,538 | 2 | 0.0% | $231 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $64.50万 | 0.01% | 12,639 | 12,639 | — | $64.50万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $64.61万 | 0.01% | 2,482 | -5,685 | -69.6% | -$147.99万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $64.84万 | 0.01% | 14,157 | 1,361 | 10.6% | $6.23万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $64.86万 | 0.01% | 28,487 | 14,979 | 110.9% | $34.11万 | 加仓 |
| WULF | TERAWULF INC | $64.88万 | 0.01% | 44,962 | 34,854 | 344.8% | $50.29万 | 加仓 |
| MET | METLIFE INC | $64.91万 | 0.01% | 9,179 | -709 | -7.2% | -$5.01万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $65.03万 | 0.01% | 16,925 | 2,387 | 16.4% | $9.17万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $65.46万 | 0.01% | 36,327 | 1,627 | 4.7% | $2.93万 | 加仓 |
| PNR | PENTAIR PLC | $65.52万 | 0.01% | 7,521 | -2,061 | -21.5% | -$17.95万 | 减仓 |
| — | DBX ETF TR | $65.64万 | 0.01% | 14,788 | 3,674 | 33.1% | $16.31万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $65.96万 | 0.01% | 31,788 | 1,745 | 5.8% | $3.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.24万 | 0.01% | 9,313 | 13 | 0.1% | $925 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $66.26万 | 0.01% | 2,385 | 75 | 3.2% | $2.08万 | 加仓 |
| NTAP | NETAPP INC | $66.75万 | 0.01% | 6,519 | -679 | -9.4% | -$6.95万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $66.78万 | 0.01% | 4,069 | -537 | -11.7% | -$8.81万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $66.84万 | 0.01% | 26,700 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $66.84万 | 0.01% | 16,049 | 1,617 | 11.2% | $6.73万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $67.16万 | 0.01% | 6,875 | -40 | -0.6% | -$3,907 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $67.28万 | 0.01% | 5,135 | 165 | 3.3% | $2.16万 | 加仓 |
| DG | DOLLAR GEN CORP | $67.75万 | 0.01% | 5,706 | -2,247 | -28.3% | -$26.68万 | 减仓 |
| MSTR | STRATEGY INC | $68.19万 | 0.01% | 5,464 | 2,021 | 58.7% | $25.22万 | 加仓 |
| TMUS | T-MOBILE US INC | $68.54万 | 0.01% | 3,263 | 68 | 2.1% | $1.43万 | 加仓 |
| SNPS | SYNOPSYS INC | $68.64万 | 0.01% | 1,731 | 162 | 10.3% | $6.42万 | 加仓 |
| IWV | ISHARES TR | $68.70万 | 0.01% | 1,853 | -10 | -0.5% | -$3,708 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $68.72万 | 0.01% | 13,814 | 13,814 | — | $68.72万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $68.96万 | 0.01% | 60,125 | 875 | 1.5% | $1.00万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $69.04万 | 0.01% | 29,142 | -9,339 | -24.3% | -$22.12万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $69.14万 | 0.01% | 25,307 | 560 | 2.3% | $1.53万 | 加仓 |
| MPC | MARATHON PETE CORP | $69.84万 | 0.01% | 2,860 | 57 | 2.0% | $1.39万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $69.86万 | 0.01% | 16,027 | -1,268 | -7.3% | -$5.53万 | 减仓 |
| MXI | ISHARES TR | $70.00万 | 0.01% | 6,590 | 400 | 6.5% | $4.25万 | 加仓 |
| AAUA | EA SERIES TRUST | $70.06万 | 0.01% | 14,316 | 14,316 | — | $70.06万 | 新建仓 |
| UIVM | VICTORY PORTFOLIOS II | $70.63万 | 0.01% | 10,344 | 10,344 | — | $70.63万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $70.66万 | 0.01% | 7,655 | 53 | 0.7% | $4,892 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $70.67万 | 0.01% | 26,842 | -9,803 | -26.8% | -$25.81万 | 减仓 |
| — | PACER FDS TR | $71.01万 | 0.01% | 37,413 | -2,450 | -6.1% | -$4.65万 | 减仓 |
| MINO | PIMCO ETF TR | $71.42万 | 0.01% | 15,812 | 8,806 | 125.7% | $39.78万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $71.44万 | 0.01% | 31,062 | -76,908 | -71.2% | -$176.89万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $71.80万 | 0.01% | 23,838 | -5,562 | -18.9% | -$16.75万 | 减仓 |
| IWN | ISHARES TR | $71.95万 | 0.01% | 3,795 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $72.59万 | 0.01% | 14,246 | -158 | -1.1% | -$8,050 | 减仓 |
| WCC | WESCO INTL INC | $72.71万 | 0.01% | 2,657 | 700 | 35.8% | $19.15万 | 加仓 |
| KR | KROGER CO | $72.82万 | 0.01% | 10,063 | -275 | -2.7% | -$1.99万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $72.83万 | 0.01% | 12,338 | 439 | 3.7% | $2.59万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $72.93万 | 0.01% | 15,383 | -3,230 | -17.4% | -$15.31万 | 减仓 |
| ITM | VANECK ETF TRUST | $72.94万 | 0.01% | 15,710 | -411 | -2.5% | -$1.91万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $73.25万 | 0.01% | 20,513 | -165 | -0.8% | -$5,892 | 减仓 |
| TFC | TRUIST FINL CORP | $73.85万 | 0.01% | 16,065 | -332 | -2.0% | -$1.53万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $73.85万 | 0.01% | 10,375 | 168 | 1.6% | $1.20万 | 加仓 |
| DBEF | DBX ETF TR | $73.86万 | 0.01% | 14,952 | -399 | -2.6% | -$1.97万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $74.12万 | 0.01% | 10,134 | 20 | 0.2% | $1,463 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $74.52万 | 0.01% | 1,902 | -101 | -5.0% | -$3.96万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $75.23万 | 0.01% | 15,525 | 0 | 0.0% | — | 不变 |