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 |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | $31.55万 | 0.01% | 21,958 | 299 | 1.4% | $4,297 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $31.46万 | 0.01% | 5,153 | 476 | 10.2% | $2.91万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $31.22万 | 0.01% | 1,527 | 158 | 11.5% | $3.23万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $31.04万 | 0.01% | 6,043 | -980 | -14.0% | -$5.03万 | 减仓 |
| RKLB | ROCKET LAB CORP | $30.97万 | 0.01% | 4,822 | 1,147 | 31.2% | $7.37万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $30.91万 | 0.01% | 3,240 | 3,240 | — | $30.91万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $30.85万 | 0.01% | 1,670 | 470 | 39.2% | $8.68万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.82万 | 0.01% | 12,946 | -507 | -3.8% | -$1.21万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $30.73万 | 0.01% | 1,705 | 283 | 19.9% | $5.10万 | 加仓 |
| NULG | NUSHARES ETF TR | $30.67万 | 0.01% | 3,372 | 1,187 | 54.3% | $10.79万 | 加仓 |
| ZS | ZSCALER INC | $30.65万 | 0.01% | 2,185 | 879 | 67.3% | $12.33万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $30.65万 | 0.01% | 1,487 | 199 | 15.5% | $4.10万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $30.64万 | 0.01% | 1,412 | -362 | -20.4% | -$7.86万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $30.60万 | 0.01% | 14,462 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $30.54万 | 0.01% | 1,200 | 158 | 15.2% | $4.02万 | 加仓 |
| DCI | DONALDSON INC | $30.40万 | 0.01% | 3,582 | 142 | 4.1% | $1.21万 | 加仓 |
| IYY | ISHARES TR | $30.11万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $29.97万 | 0.01% | 17,555 | -380 | -2.1% | -$6,487 | 减仓 |
| ATI | ATI INC | $29.95万 | 0.01% | 2,059 | -231 | -10.1% | -$3.36万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $29.86万 | 0.01% | 24,100 | 24,100 | — | $29.86万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $29.78万 | 0.01% | 6,711 | -2,416 | -26.5% | -$10.72万 | 减仓 |
| SON | SONOCO PRODS CO | $29.66万 | 0.01% | 5,483 | 5,483 | — | $29.66万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $29.63万 | 0.01% | 3,440 | 3,440 | — | $29.63万 | 新建仓 |
| — | NEUBERGER BERMAN ETF TRUST | $29.62万 | 0.01% | 5,768 | 470 | 8.9% | $2.41万 | 加仓 |
| — | ISHARES ETHEREUM TR | $29.61万 | 0.01% | 18,707 | 5,200 | 38.5% | $8.23万 | 加仓 |
| ACI | ALBERTSONS COS INC | $29.57万 | 0.01% | 17,354 | -1,038 | -5.6% | -$1.77万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $29.51万 | 0.01% | 4,813 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.41万 | 0.01% | 746 | 50 | 7.2% | $1.97万 | 加仓 |
| BIIB | BIOGEN INC | $29.33万 | 0.01% | 1,600 | 98 | 6.5% | $1.80万 | 加仓 |
| NUVB | NUVATION BIO INC | $29.31万 | 0.01% | 68,324 | 177 | 0.3% | $759 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $29.28万 | 0.01% | 1,493 | -174 | -10.4% | -$3.41万 | 减仓 |
| L | LOEWS CORP | $29.24万 | 0.01% | 2,739 | 113 | 4.3% | $1.21万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $29.23万 | 0.01% | 6,303 | -348 | -5.2% | -$1.61万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.22万 | 0.01% | 6,123 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $29.07万 | 0.01% | 4,452 | 1,043 | 30.6% | $6.81万 | 加仓 |
| IJT | ISHARES TR | $28.79万 | 0.01% | 1,989 | 187 | 10.4% | $2.71万 | 加仓 |
| HDV | ISHARES TR | $28.74万 | 0.01% | 2,118 | -267 | -11.2% | -$3.62万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $28.71万 | 0.01% | 9,989 | 932 | 10.3% | $2.68万 | 加仓 |
| RS | RELIANCE INC | $28.60万 | 0.01% | 941 | -30 | -3.1% | -$9,117 | 减仓 |
| RECS | COLUMBIA ETF TR I | $28.47万 | 0.01% | 7,303 | -15 | -0.2% | -$585 | 减仓 |
| HAS | HASBRO INC | $28.31万 | 0.01% | 3,024 | -667 | -18.1% | -$6.24万 | 减仓 |
| SNY | SANOFI SA | $28.23万 | 0.01% | 5,860 | -312 | -5.1% | -$1.50万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $28.21万 | 0.01% | 10,373 | -17,674 | -63.0% | -$48.07万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $28.13万 | 0.01% | 1,435 | 89 | 6.6% | $1.74万 | 加仓 |
| ALC | ALCON AG | $28.06万 | 0.01% | 3,724 | 136 | 3.8% | $1.02万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.90万 | 0.01% | 1,428 | 62 | 4.5% | $1.21万 | 加仓 |
| TFI | SPDR SERIES TRUST | $27.83万 | 0.01% | 6,137 | 255 | 4.3% | $1.16万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $27.78万 | 0.01% | 2,977 | 345 | 13.1% | $3.22万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $27.77万 | 0.01% | 5,790 | 5,790 | — | $27.77万 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $27.75万 | 0.01% | 5,317 | 5,317 | — | $27.75万 | 新建仓 |
| NTES | NETEASE COM INC | $27.70万 | 0.01% | 2,474 | 2,474 | — | $27.70万 | 新建仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $27.69万 | 0.01% | 13,415 | 13,415 | — | $27.69万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $27.68万 | 0.01% | 15,596 | -5,395 | -25.7% | -$9.58万 | 减仓 |
| DDOG | DATADOG INC | $27.59万 | 0.01% | 2,337 | -197 | -7.8% | -$2.33万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $27.54万 | 0.00% | 6,158 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $27.53万 | 0.00% | 3,044 | 739 | 32.1% | $6.68万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $27.50万 | 0.00% | 6,411 | 6,411 | — | $27.50万 | 新建仓 |
| MTB | M & T BK CORP | $27.20万 | 0.00% | 1,316 | 297 | 29.1% | $6.14万 | 加仓 |
| UNM | UNUM GROUP | $27.15万 | 0.00% | 3,717 | -1,141 | -23.5% | -$8.33万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $27.07万 | 0.00% | 15,951 | 1,693 | 11.9% | $2.87万 | 加仓 |
| SUSA | ISHARES TR | $26.99万 | 0.00% | 2,043 | 471 | 30.0% | $6.22万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $26.99万 | 0.00% | 12,069 | -925 | -7.1% | -$2.07万 | 减仓 |
| CGNX | COGNEX CORP | $26.96万 | 0.00% | 5,504 | 1,006 | 22.4% | $4.93万 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $26.91万 | 0.00% | 1,318 | -212 | -13.9% | -$4.33万 | 减仓 |
| FRDM | EA SERIES TRUST | $26.54万 | 0.00% | 4,856 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $26.42万 | 0.00% | 3,500 | -25 | -0.7% | -$1,887 | 减仓 |
| MYRG | MYR GROUP INC | $26.34万 | 0.00% | 933 | 933 | — | $26.34万 | 新建仓 |
| AOS | SMITH A O CORP | $26.34万 | 0.00% | 3,994 | -1,209 | -23.2% | -$7.97万 | 减仓 |
| MUSA | MURPHY USA INC | $26.28万 | 0.00% | 532 | -271 | -33.7% | -$13.39万 | 减仓 |
| MFC | MANULIFE FINL CORP | $26.20万 | 0.00% | 7,607 | 52 | 0.7% | $1,791 | 加仓 |
| THG | HANOVER INS GROUP INC | $26.19万 | 0.00% | 1,511 | -1,174 | -43.7% | -$20.35万 | 减仓 |
| MKC | MCCORMICK & CO INC | $26.14万 | 0.00% | 5,182 | 5,182 | — | $26.14万 | 新建仓 |
| VST | VISTRA CORP | $26.01万 | 0.00% | 1,730 | 232 | 15.5% | $3.49万 | 加仓 |
| EXEL | EXELIXIS INC | $25.95万 | 0.00% | 6,051 | -5,741 | -48.7% | -$24.62万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $25.91万 | 0.00% | 1,865 | 240 | 14.8% | $3.33万 | 加仓 |
| FER | FERROVIAL SE | $25.84万 | 0.00% | 3,972 | 173 | 4.6% | $1.13万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $25.76万 | 0.00% | 3,430 | 3,430 | — | $25.76万 | 新建仓 |
| LFUS | LITTELFUSE INC | $25.73万 | 0.00% | 758 | -103 | -12.0% | -$3.50万 | 减仓 |
| YORW | YORK WTR CO | $25.72万 | 0.00% | 8,447 | 147 | 1.8% | $4,476 | 加仓 |
| RDY | DR REDDYS LABS LTD | $25.71万 | 0.00% | 18,560 | 849 | 4.8% | $1.18万 | 加仓 |
| POWL | POWELL INDS INC | $25.69万 | 0.00% | 475 | 475 | — | $25.69万 | 新建仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $25.65万 | 0.00% | 6,444 | 2 | 0.0% | $80 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $25.57万 | 0.00% | 1,360 | -65 | -4.6% | -$1.22万 | 减仓 |
| HRL | HORMEL FOODS CORP | $25.54万 | 0.00% | 11,275 | 99 | 0.9% | $2,242 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $25.43万 | 0.00% | 1,101 | -2,608 | -70.3% | -$60.23万 | 减仓 |
| PHM | PULTE GROUP INC | $25.37万 | 0.00% | 2,157 | -515 | -19.3% | -$6.06万 | 减仓 |
| UGI | UGI CORP NEW | $25.30万 | 0.00% | 6,948 | 425 | 6.5% | $1.55万 | 加仓 |
| DTD | WISDOMTREE TR | $25.30万 | 0.00% | 2,930 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.21万 | 0.00% | 868 | -131 | -13.1% | -$3.81万 | 减仓 |
| NDAQ | NASDAQ INC | $25.12万 | 0.00% | 2,959 | -2,320 | -43.9% | -$19.69万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $25.10万 | 0.00% | 12,692 | 4,975 | 64.5% | $9.84万 | 加仓 |
| CCL | CARNIVAL CORP | $25.06万 | 0.00% | 9,682 | -379 | -3.8% | -$9,809 | 减仓 |
| — | TOPBUILD COR | $24.98万 | 0.00% | 711 | 711 | — | $24.98万 | 新建仓 |
| NTR | NUTRIEN LTD | $24.91万 | 0.00% | 3,302 | 12 | 0.4% | $905 | 加仓 |
| CLIP | GLOBAL X FDS | $24.91万 | 0.00% | 2,482 | 2,482 | — | $24.91万 | 新建仓 |
| COKE | COCA COLA CONS INC | $24.89万 | 0.00% | 1,298 | -64 | -4.7% | -$1.23万 | 减仓 |
| NXT | NEXTPOWER INC | $24.88万 | 0.00% | 2,064 | 2,064 | — | $24.88万 | 新建仓 |
| IAK | ISHARES TR | $24.86万 | 0.00% | 1,938 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $24.83万 | 0.00% | 4,450 | 690 | 18.4% | $3.85万 | 加仓 |
| EMB | ISHARES TR | $24.71万 | 0.00% | 2,631 | -1,302 | -33.1% | -$12.23万 | 减仓 |