13F 机构持仓

Perigon Wealth Management, LLC

SAN FRANCISCO CA · SEC CIK 0001575239

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$63.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.4%
AAPL 5.2%
VOO 2.5%
IVV 2.0%
QQQ 1.9%
VGIT 1.8%
AMZN 1.7%
GOOG 1.4%
MSFT 1.3%
BIL 1.2%

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
VMRK EQUITY RESIDENTIAL $00.00%0 -82,554-100.0% -$520.42万 清仓
IPAC ISHARES TR $00.00%0 -70,763-100.0% -$518.06万 清仓
— GMO ETF TRUST $00.00%0 -178,446-100.0% -$474.67万 清仓
VIST VISTA ENERGY S.A.B. DE C.V. $00.00%0 -59,846-100.0% -$291.21万 清仓
KRYS KRYSTAL BIOTECH INC $00.00%0 -8,970-100.0% -$221.15万 清仓
CHRD CHORD ENERGY CORPORATION $00.00%0 -23,852-100.0% -$221.11万 清仓
AZN ASTRAZENECA PLC $00.00%0 -11,530-100.0% -$211.98万 清仓
— EXACT SCIENCES CORP $00.00%0 -12,567-100.0% -$127.63万 清仓
EWP ISHARES INC $00.00%0 -18,959-100.0% -$102.21万 清仓
DFNL DAVIS FUNDAMENTAL ETF TR $00.00%0 -18,044-100.0% -$87.21万 清仓
SE SEA LTD $00.00%0 —— — 申报中断
ESTC ELASTIC N V $00.00%0 -9,283-100.0% -$70.03万 清仓
— META PLATFORMS INC 看涨期权 $00.00%0 —— — 申报中断
LVS LAS VEGAS SANDS CORP $00.00%0 -8,949-100.0% -$58.25万 清仓
CAG CONAGRA BRANDS INC $00.00%0 —— — 申报中断
VRSN VERISIGN INC $00.00%0 —— — 申报中断
STZ CONSTELLATION BRANDS INC $00.00%0 -3,670-100.0% -$50.63万 清仓
BBY BEST BUY INC $00.00%0 -7,504-100.0% -$50.22万 清仓
LYFT LYFT INC $00.00%0 -25,900-100.0% -$50.17万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -12,625-100.0% -$43.51万 清仓
NAK NORTHERN DYNASTY MINERALS LT $00.00%0 -216,100-100.0% -$42.57万 清仓
TENB TENABLE HLDGS INC $00.00%0 -17,843-100.0% -$41.98万 清仓
— CORNING INC 看涨期权 $00.00%0 —— — 申报中断
THC TENET HEALTHCARE CORP $00.00%0 —— — 申报中断
EWZ ISHARES INC $00.00%0 -12,665-100.0% -$40.24万 清仓
AR ANTERO RESOURCES CORP $00.00%0 -11,376-100.0% -$39.20万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -2,100-100.0% -$38.06万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 —— — 申报中断
G GENPACT LIMITED $00.00%0 -8,000-100.0% -$37.42万 清仓
— INVESCO QQQ TR 看跌期权 $00.00%0 —— — 申报中断
SOXX ISHARES TR $00.00%0 —— — 申报中断
SDGR SCHRODINGER INC $00.00%0 -20,705-100.0% -$37.02万 清仓
AAEQ EA SERIES TRUST $00.00%0 -7,502-100.0% -$37.01万 清仓
NBIX NEUROCRINE BIOSCIENCES INC $00.00%0 -2,590-100.0% -$36.73万 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 -3,232-100.0% -$35.67万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -3,711-100.0% -$35.41万 清仓
— KRANESHARES TRUST $00.00%0 -9,845-100.0% -$34.85万 清仓
— FREEPORT-MCMORAN INC 看涨期权 $00.00%0 —— — 申报中断
— J P MORGAN EXCHANGE TRADED F $00.00%0 -6,500-100.0% -$32.66万 清仓
FOUR SHIFT4 PMTS INC $00.00%0 -5,135-100.0% -$32.34万 清仓
— CONFLUENT INC $00.00%0 -10,617-100.0% -$32.11万 清仓
PRM PERIMETER SOLUTIONS INC $00.00%0 -11,480-100.0% -$31.60万 清仓
EVR EVERCORE INC $00.00%0 —— — 申报中断
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -776-100.0% -$30.86万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,700-100.0% -$30.71万 清仓
DOCS DOXIMITY INC $00.00%0 -6,920-100.0% -$30.64万 清仓
ROKU ROKU INC $00.00%0 -2,821-100.0% -$30.61万 清仓
RPM RPM INTL INC $00.00%0 -2,939-100.0% -$30.57万 清仓
GDDY GODADDY INC $00.00%0 -2,383-100.0% -$29.57万 清仓
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -13,185-100.0% -$28.56万 清仓
MTG MGIC INVT CORP WIS $00.00%0 -9,750-100.0% -$28.49万 清仓
CWCO CONSOLIDATED WATER CO INC $00.00%0 -7,904-100.0% -$27.89万 清仓
FFIN FIRST FINL BANKSHARES INC $00.00%0 —— — 申报中断
TXT TEXTRON INC $00.00%0 —— — 申报中断
FSV FIRSTSERVICE CORP NEW $00.00%0 -1,766-100.0% -$27.47万 清仓
FTGS FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
FICO FAIR ISAAC CORP $00.00%0 -157-100.0% -$26.55万 清仓
AXS AXIS CAP HLDGS LTD $00.00%0 -2,452-100.0% -$26.26万 清仓
PKG PACKAGING CORP AMER $00.00%0 -1,270-100.0% -$26.19万 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -4,216-100.0% -$26.13万 清仓
PINS PINTEREST INC $00.00%0 -10,004-100.0% -$25.90万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,434-100.0% -$25.88万 清仓
HPQ HP INC $00.00%0 -11,591-100.0% -$25.82万 清仓
OVV OVINTIV INC $00.00%0 -6,567-100.0% -$25.74万 清仓
NTNX NUTANIX INC $00.00%0 -4,969-100.0% -$25.68万 清仓
LNN LINDSAY CORP $00.00%0 -2,170-100.0% -$25.58万 清仓
BST BLACKROCK SCIENCE & TECHNOLO $00.00%0 —— — 申报中断
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,265-100.0% -$25.43万 清仓
HUBS HUBSPOT INC $00.00%0 -632-100.0% -$25.36万 清仓
HST HOST HOTELS & RESORTS INC $00.00%0 -14,277-100.0% -$25.31万 清仓
MBLY MOBILEYE GLOBAL INC $00.00%0 -24,147-100.0% -$25.21万 清仓
RBLX ROBLOX CORP $00.00%0 -3,105-100.0% -$25.16万 清仓
RELX RELX PLC $00.00%0 -6,157-100.0% -$24.89万 清仓
— SYNOVUS FINL CORP $00.00%0 -4,935-100.0% -$24.70万 清仓
IHI ISHARES TR $00.00%0 -3,948-100.0% -$24.54万 清仓
AEO AMERICAN EAGLE OUTFITTERS IN $00.00%0 -9,295-100.0% -$24.51万 清仓
IVZ INVESCO LTD $00.00%0 —— — 申报中断
REYN REYNOLDS CONSUMER PRODS INC $00.00%0 —— — 申报中断
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -1,077-100.0% -$24.03万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,257-100.0% -$24.02万 清仓
CVNA CARVANA CO $00.00%0 —— — 申报中断
SGML SIGMA LITHIUM CORPORATION $00.00%0 -18,000-100.0% -$23.74万 清仓
MTCH MATCH GROUP INC NEW $00.00%0 -7,333-100.0% -$23.68万 清仓
DB DEUTSCHE BANK A G $00.00%0 -6,114-100.0% -$23.58万 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -3,386-100.0% -$23.40万 清仓
CPRT COPART INC $00.00%0 -5,966-100.0% -$23.36万 清仓
— CERVOMED INC $00.00%0 -29,531-100.0% -$23.33万 清仓
MGM MGM RESORTS INTERNATIONAL $00.00%0 —— — 申报中断
ARMK ARAMARK $00.00%0 -6,191-100.0% -$22.82万 清仓
ROCK GIBRALTAR INDS INC $00.00%0 —— — 申报中断
SFLR INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
— FRONTIER COMMUNICATIONS PARE $00.00%0 -5,916-100.0% -$22.52万 清仓
BPOP POPULAR INC $00.00%0 —— — 申报中断
EOSE EOS ENERGY ENTERPRISES INC $00.00%0 -19,300-100.0% -$22.12万 清仓
P PURE STORAGE INC $00.00%0 -3,286-100.0% -$22.02万 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 -6,798-100.0% -$21.96万 清仓
CR CRANE COMPANY $00.00%0 -1,177-100.0% -$21.71万 清仓
TW TRADEWEB MKTS INC $00.00%0 -2,014-100.0% -$21.66万 清仓
TDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -2,236-100.0% -$21.65万 清仓
— KKR & CO INC $00.00%0 -4,139-100.0% -$21.46万 清仓