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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $60.09万 | 0.01% | 6,632 | -183 | -2.7% | -$1.66万 | 减仓 |
| CLS | CELESTICA INC | $60.21万 | 0.01% | 1,650 | -12 | -0.7% | -$4,379 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $60.34万 | 0.01% | 9,427 | -948 | -9.1% | -$6.07万 | 减仓 |
| FLTR | VANECK ETF TRUST | $60.36万 | 0.01% | 23,567 | -7,701 | -24.6% | -$19.72万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $60.57万 | 0.01% | 10,324 | -176 | -1.7% | -$1.03万 | 减仓 |
| — | TIDAL TRUST I | $60.61万 | 0.01% | 9,742 | -207 | -2.1% | -$1.29万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $60.75万 | 0.01% | 3,384 | 408 | 13.7% | $7.32万 | 加仓 |
| MKSI | MKS INC. | $60.76万 | 0.01% | 1,366 | 1,366 | — | $60.76万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $60.77万 | 0.01% | 1,839 | 258 | 16.3% | $8.53万 | 加仓 |
| GSK | GSK PLC | $61.12万 | 0.01% | 11,660 | 824 | 7.6% | $4.32万 | 加仓 |
| WCC | WESCO INTL INC | $61.29万 | 0.01% | 1,774 | -883 | -33.2% | -$30.51万 | 减仓 |
| MAS | MASCO CORP | $61.31万 | 0.01% | 7,535 | 909 | 13.7% | $7.40万 | 加仓 |
| ARKK | ARK ETF TR | $61.32万 | 0.01% | 7,588 | -335 | -4.2% | -$2.71万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $61.49万 | 0.01% | 19,349 | 3,435 | 21.6% | $10.92万 | 加仓 |
| DLN | WISDOMTREE TR | $61.58万 | 0.01% | 6,393 | 5 | 0.1% | $482 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $61.75万 | 0.01% | 1,001 | 255 | 34.2% | $15.73万 | 加仓 |
| MUNI | PIMCO ETF TR | $61.99万 | 0.01% | 11,786 | -445 | -3.6% | -$2.34万 | 减仓 |
| TMUS | T-MOBILE US INC | $62.05万 | 0.01% | 3,700 | 437 | 13.4% | $7.33万 | 加仓 |
| NTRA | NATERA INC | $62.24万 | 0.01% | 2,293 | -278 | -10.8% | -$7.55万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $62.28万 | 0.01% | 8,433 | 8,433 | — | $62.28万 | 新建仓 |
| MINO | PIMCO ETF TR | $62.42万 | 0.01% | 13,641 | -2,171 | -13.7% | -$9.93万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $62.47万 | 0.01% | 19,539 | 842 | 4.5% | $2.69万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $62.73万 | 0.01% | 12,299 | -340 | -2.7% | -$1.73万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $62.75万 | 0.01% | 2,733 | 1,154 | 73.1% | $26.49万 | 加仓 |
| EBAY | EBAY INC. | $62.95万 | 0.01% | 5,633 | 944 | 20.1% | $10.55万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $63.04万 | 0.01% | 4,746 | 1,058 | 28.7% | $14.05万 | 加仓 |
| — | WEBSTER FINL CORP | $63.25万 | 0.01% | 8,277 | 1 | 0.0% | $76 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $63.35万 | 0.01% | 14,685 | -1,105 | -7.0% | -$4.77万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $63.36万 | 0.01% | 14,045 | 1,099 | 8.5% | $4.96万 | 加仓 |
| KVUE | KENVUE INC | $63.52万 | 0.01% | 33,240 | -1,047 | -3.1% | -$2.00万 | 减仓 |
| DTE | DTE ENERGY CO | $63.68万 | 0.01% | 4,179 | 174 | 4.3% | $2.65万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $63.78万 | 0.01% | 7,397 | 2,496 | 50.9% | $21.52万 | 加仓 |
| RING | ISHARES INC | $63.79万 | 0.01% | 9,875 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $63.86万 | 0.01% | 3,088 | 160 | 5.5% | $3.31万 | 加仓 |
| IOT | SAMSARA INC | $63.97万 | 0.01% | 19,727 | 2,902 | 17.2% | $9.41万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $64.23万 | 0.01% | 8,644 | -258 | -2.9% | -$1.92万 | 减仓 |
| LEN | LENNAR CORP | $64.69万 | 0.01% | 7,148 | 518 | 7.8% | $4.69万 | 加仓 |
| — | HENNESSY ADVISORS INC | $64.75万 | 0.01% | 63,798 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $65.13万 | 0.01% | 33,097 | 6,535 | 24.6% | $12.86万 | 加仓 |
| — | DBX ETF TR | $65.28万 | 0.01% | 14,693 | -95 | -0.6% | -$4,221 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $65.38万 | 0.01% | 3,248 | 120 | 3.8% | $2.42万 | 加仓 |
| — | FREEPORT MCMORAN INC 看涨期权 | $65.41万 | 0.01% | 10,400 | -8,700 | -45.5% | -$54.71万 | 重新持有 |
| WEC | WEC ENERGY GROUP INC | $65.61万 | 0.01% | 5,619 | 1,115 | 24.8% | $13.02万 | 加仓 |
| XEL | XCEL ENERGY INC | $65.65万 | 0.01% | 8,175 | 672 | 9.0% | $5.40万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $65.71万 | 0.01% | 2,767 | 33 | 1.2% | $7,837 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $65.94万 | 0.01% | 8,128 | 598 | 7.9% | $4.85万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $66.01万 | 0.01% | 16,681 | -663 | -3.8% | -$2.62万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $66.11万 | 0.01% | 31,922 | 134 | 0.4% | $2,775 | 加仓 |
| RDDT | REDDIT INC | $66.18万 | 0.01% | 3,813 | 346 | 10.0% | $6.01万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $66.46万 | 0.01% | 11,527 | 372 | 3.3% | $2.14万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $66.51万 | 0.01% | 9,704 | 1,598 | 19.7% | $10.95万 | 加仓 |
| DGRO | ISHARES TR | $66.61万 | 0.01% | 8,789 | 188 | 2.2% | $1.42万 | 加仓 |
| — | SPDR INDEX SHS FDS | $67.02万 | 0.01% | 4,412 | 510 | 13.1% | $7.75万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $67.07万 | 0.01% | 1,868 | 286 | 18.1% | $10.27万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $67.12万 | 0.01% | 116,119 | -28,096 | -19.5% | -$16.24万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $67.29万 | 0.01% | 5,213 | 34 | 0.7% | $4,389 | 加仓 |
| EME | EMCOR GROUP INC | $67.89万 | 0.01% | 818 | -3,504 | -81.1% | -$290.80万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $68.01万 | 0.01% | 15,850 | 874 | 5.8% | $3.75万 | 加仓 |
| EWJ | ISHARES INC | $68.19万 | 0.01% | 7,311 | 3 | 0.0% | $280 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $68.56万 | 0.01% | 25,707 | 400 | 1.6% | $1.07万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $68.83万 | 0.01% | 2,545 | 63 | 2.5% | $1.70万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $68.96万 | 0.01% | 23,868 | 30 | 0.1% | $867 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $69.02万 | 0.01% | 15,984 | -5,447 | -25.4% | -$23.52万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $69.07万 | 0.01% | 27,550 | 850 | 3.2% | $2.13万 | 加仓 |
| MP | MP MATERIALS CORP | $69.08万 | 0.01% | 12,333 | 7,258 | 143.0% | $40.65万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $69.26万 | 0.01% | 29,213 | 71 | 0.2% | $1,683 | 加仓 |
| AMSF | AMERISAFE INC | $69.40万 | 0.01% | 20,514 | 20,514 | — | $69.40万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $69.65万 | 0.01% | 5,135 | -9,022 | -63.7% | -$122.37万 | 减仓 |
| — | TRANSMEDICS GROUP INC 看涨期权 | $69.74万 | 0.01% | 10,500 | 10,500 | — | $69.74万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $70.06万 | 0.01% | 15,392 | -1,130 | -6.8% | -$5.14万 | 减仓 |
| DDOG | DATADOG INC | $70.09万 | 0.01% | 2,692 | 355 | 15.2% | $9.24万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $70.09万 | 0.01% | 16,072 | 45 | 0.3% | $1,962 | 加仓 |
| BCI | ABRDN ETFS | $70.18万 | 0.01% | 31,414 | -2,064 | -6.2% | -$4.61万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $70.23万 | 0.01% | 5,165 | 592 | 12.9% | $8.05万 | 加仓 |
| — | PACER FDS TR | $70.41万 | 0.01% | 36,728 | -685 | -1.8% | -$1.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $70.48万 | 0.01% | 5,664 | -706 | -11.1% | -$8.78万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $70.51万 | 0.01% | 14,906 | -477 | -3.1% | -$2.26万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $70.53万 | 0.01% | 5,128 | -25 | -0.5% | -$3,438 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $70.64万 | 0.01% | 4,500 | 213 | 5.0% | $3.34万 | 加仓 |
| MXI | ISHARES TR | $70.68万 | 0.01% | 6,678 | 88 | 1.3% | $9,313 | 加仓 |
| VXF | VANGUARD INDEX FDS | $71.42万 | 0.01% | 2,901 | -59 | -2.0% | -$1.45万 | 减仓 |
| — | CORNING INC 看涨期权 | $71.52万 | 0.01% | 2,800 | -9,000 | -76.3% | -$229.89万 | 重新持有 |
| MGA | MAGNA INTL INC | $71.61万 | 0.01% | 10,906 | -117 | -1.1% | -$7,682 | 减仓 |
| NVT | NVENT ELEC PLC | $71.61万 | 0.01% | 4,222 | -284 | -6.3% | -$4.82万 | 减仓 |
| ITM | VANECK ETF TRUST | $71.66万 | 0.01% | 15,250 | -460 | -2.9% | -$2.16万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $71.75万 | 0.01% | 21,922 | -4,920 | -18.3% | -$16.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $71.76万 | 0.01% | 5,057 | -1,281 | -20.2% | -$18.18万 | 减仓 |
| BE | BLOOM ENERGY CORP | $72.28万 | 0.01% | 2,388 | 574 | 31.6% | $17.37万 | 加仓 |
| TEX | TEREX CORP NEW | $72.58万 | 0.01% | 10,026 | -358 | -3.4% | -$2.59万 | 减仓 |
| VLTO | VERALTO CORP | $72.59万 | 0.01% | 8,186 | -330 | -3.9% | -$2.93万 | 减仓 |
| — | WISDOMTREE TR | $72.65万 | 0.01% | 5,540 | 2 | 0.0% | $262 | 加仓 |
| ONC | BEONE MEDICINES LTD | $72.70万 | 0.01% | 2,551 | 14 | 0.6% | $3,990 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $72.78万 | 0.01% | 17,613 | 11 | 0.1% | $455 | 加仓 |
| CLX | CLOROX CO DEL | $72.95万 | 0.01% | 7,644 | 2,272 | 42.3% | $21.68万 | 加仓 |
| TWLO | TWILIO INC | $73.04万 | 0.01% | 3,540 | 457 | 14.8% | $9.43万 | 加仓 |
| CAIE | CALAMOS ETF TR | $73.31万 | 0.01% | 26,941 | 26,941 | — | $73.31万 | 新建仓 |
| ROST | ROSS STORES INC | $73.39万 | 0.01% | 3,448 | 643 | 22.9% | $13.69万 | 加仓 |
| FLEX | FLEX LTD | $73.53万 | 0.01% | 4,537 | 4,537 | — | $73.53万 | 新建仓 |
| FRMI | FERMI INC | $74.30万 | 0.01% | 81,112 | 81,112 | — | $74.30万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $74.60万 | 0.01% | 41,604 | 7,349 | 21.5% | $13.18万 | 加仓 |