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 |
|---|---|---|---|---|---|---|---|---|
| EOS | EATON VANCE ENHANCED EQUITY | $24.69万 | 0.00% | 12,067 | -105 | -0.9% | -$2,148 | 减仓 |
| LPX | LOUISIANA PAC CORP | $24.65万 | 0.00% | 3,388 | 272 | 8.7% | $1.98万 | 加仓 |
| FIVE | FIVE BELOW INC | $24.63万 | 0.00% | 1,078 | -7 | -0.6% | -$1,600 | 减仓 |
| QDF | FLEXSHARES TR | $24.63万 | 0.00% | 3,114 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $24.60万 | 0.00% | 6,097 | 697 | 12.9% | $2.81万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $24.59万 | 0.00% | 195 | 31 | 18.9% | $3.91万 | 加仓 |
| BE | BLOOM ENERGY CORP | $24.58万 | 0.00% | 1,814 | -1,851 | -50.5% | -$25.08万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $24.52万 | 0.00% | 768 | 102 | 15.3% | $3.26万 | 加仓 |
| MP | MP MATERIALS CORP | $24.49万 | 0.00% | 5,075 | 514 | 11.3% | $2.48万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $24.46万 | 0.00% | 4,152 | -700 | -14.4% | -$4.12万 | 减仓 |
| IFRA | ISHARES TR | $24.25万 | 0.00% | 4,240 | -146 | -3.3% | -$8,352 | 减仓 |
| XVV | ISHARES TR | $24.24万 | 0.00% | 4,925 | 4,925 | — | $24.24万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $24.23万 | 0.00% | 5,165 | 1,366 | 36.0% | $6.41万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.20万 | 0.00% | 594 | -98 | -14.2% | -$3.99万 | 重新持有 |
| EWC | ISHARES INC | $24.16万 | 0.00% | 4,410 | 410 | 10.2% | $2.25万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.16万 | 0.00% | 5,513 | -740 | -11.8% | -$3.24万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $24.14万 | 0.00% | 13,500 | 13,500 | — | $24.14万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $24.13万 | 0.00% | 3,181 | 3,181 | — | $24.13万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $24.04万 | 0.00% | 854 | 854 | — | $24.04万 | 新建仓 |
| CMS | CMS ENERGY CORP | $24.02万 | 0.00% | 3,096 | 3,096 | — | $24.02万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $24.00万 | 0.00% | 8,225 | -28,651 | -77.7% | -$83.60万 | 减仓 |
| LIT | GLOBAL X FDS | $23.93万 | 0.00% | 3,219 | -351 | -9.8% | -$2.61万 | 减仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $23.90万 | 0.00% | 7,006 | -1,165 | -14.3% | -$3.97万 | 减仓 |
| GPN | GLOBAL PMTS INC | $23.85万 | 0.00% | 3,544 | -116 | -3.2% | -$7,806 | 减仓 |
| IVLU | ISHARES TR | $23.85万 | 0.00% | 6,010 | -132,682 | -95.7% | -$526.47万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $23.76万 | 0.00% | 6,388 | -200 | -3.0% | -$7,438 | 减仓 |
| IJS | ISHARES TR | $23.75万 | 0.00% | 2,005 | -19 | -0.9% | -$2,251 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.71万 | 0.00% | 21,023 | 2,452 | 13.2% | $2.77万 | 加仓 |
| VCR | VANGUARD WORLD FD | $23.71万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $23.52万 | 0.00% | 2,907 | -643 | -18.1% | -$5.20万 | 重新持有 |
| — | SPDR SERIES TRUST | $23.41万 | 0.00% | 1,597 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $23.40万 | 0.00% | 2,077 | -1,401 | -40.3% | -$15.78万 | 减仓 |
| MDLN | MEDLINE INC | $23.27万 | 0.00% | 5,230 | 205 | 4.1% | $9,122 | 加仓 |
| NNN | NNN REIT INC | $23.27万 | 0.00% | 5,537 | -1,538 | -21.7% | -$6.46万 | 减仓 |
| — | VANECK ETF TRUST | $23.24万 | 0.00% | 9,701 | 978 | 11.2% | $2.34万 | 加仓 |
| NWG | NATWEST GROUP PLC | $23.22万 | 0.00% | 15,586 | 244 | 1.6% | $3,636 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $23.21万 | 0.00% | 46,144 | -831 | -1.8% | -$4,180 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $23.20万 | 0.00% | 5,199 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $23.15万 | 0.00% | 1,176 | 123 | 11.7% | $2.42万 | 加仓 |
| ILCV | ISHARES TR | $23.14万 | 0.00% | 2,484 | 2,484 | — | $23.14万 | 新建仓 |
| PSO | PEARSON PLC | $23.10万 | 0.00% | 17,596 | -2,840 | -13.9% | -$3.73万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $23.01万 | 0.00% | 5,177 | -281 | -5.1% | -$1.25万 | 减仓 |
| USHY | ISHARES TR | $22.99万 | 0.00% | 6,241 | 544 | 9.5% | $2.00万 | 加仓 |
| CCJ | CAMECO CORP | $22.98万 | 0.00% | 2,116 | 2,116 | — | $22.98万 | 新建仓 |
| VTRS | VIATRIS INC | $22.95万 | 0.00% | 16,990 | 349 | 2.1% | $4,715 | 加仓 |
| CRH | CRH PLC | $22.90万 | 0.00% | 2,179 | -600 | -21.6% | -$6.31万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $22.90万 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $22.88万 | 0.00% | 1,161 | -3 | -0.3% | -$591 | 减仓 |
| GRNY | TIDAL TRUST I | $22.82万 | 0.00% | 9,559 | 198 | 2.1% | $4,726 | 加仓 |
| COHR | COHERENT CORP | $22.77万 | 0.00% | 956 | 956 | — | $22.77万 | 新建仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $22.74万 | 0.00% | 6,256 | -109 | -1.7% | -$3,962 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $22.71万 | 0.00% | 7,194 | 7,194 | — | $22.71万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.67万 | 0.00% | 1,807 | -117 | -6.1% | -$1.47万 | 减仓 |
| AYI | ACUITY INC | $22.61万 | 0.00% | 807 | 204 | 33.8% | $5.72万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $22.57万 | 0.00% | 13,737 | 1,742 | 14.5% | $2.86万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $22.48万 | 0.00% | 7,058 | 7,058 | — | $22.48万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $22.43万 | 0.00% | 10,803 | -3,817 | -26.1% | -$7.92万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $22.41万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $22.39万 | 0.00% | 1,244 | 1,244 | — | $22.39万 | 新建仓 |
| ITT | ITT INC | $22.39万 | 0.00% | 1,175 | 1,175 | — | $22.39万 | 新建仓 |
| CCK | CROWN HLDGS INC | $22.30万 | 0.00% | 2,224 | -953 | -30.0% | -$9.55万 | 减仓 |
| ALB | ALBEMARLE CORP | $22.28万 | 0.00% | 1,241 | 1,241 | — | $22.28万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $22.24万 | 0.00% | 1,779 | -128 | -6.7% | -$1.60万 | 减仓 |
| NB | NIOCORP DEVS LTD | $22.14万 | 0.00% | 49,650 | 7,230 | 17.0% | $3.22万 | 加仓 |
| CMF | ISHARES TR | $22.13万 | 0.00% | 3,892 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $22.13万 | 0.00% | 9,235 | 9,235 | — | $22.13万 | 新建仓 |
| AUSF | GLOBAL X FDS | $22.08万 | 0.00% | 4,567 | -10 | -0.2% | -$483 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $22.07万 | 0.00% | 4,901 | 4,901 | — | $22.07万 | 新建仓 |
| GLDM | WORLD GOLD TR | $22.05万 | 0.00% | 2,379 | -2,198 | -48.0% | -$20.37万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $22.04万 | 0.00% | 3,560 | -586 | -14.1% | -$3.63万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $22.04万 | 0.00% | 17,616 | -2,243 | -11.3% | -$2.81万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.99万 | 0.00% | 5,912 | 21 | 0.4% | $781 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $21.97万 | 0.00% | 12,399 | -42 | -0.3% | -$744 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.97万 | 0.00% | 3,276 | 3,276 | — | $21.97万 | 新建仓 |
| STE | STERIS PLC | $21.90万 | 0.00% | 990 | -850 | -46.2% | -$18.80万 | 减仓 |
| NTSX | WISDOMTREE TR | $21.85万 | 0.00% | 4,189 | -276 | -6.2% | -$1.44万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $21.82万 | 0.00% | 1,343 | -414 | -23.6% | -$6.73万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $21.79万 | 0.00% | 3,203 | -41 | -1.3% | -$2,789 | 减仓 |
| MGV | VANGUARD WORLD FD | $21.74万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $21.74万 | 0.00% | 18,533 | -2,578 | -12.2% | -$3.02万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $21.73万 | 0.00% | 1,044 | 1,044 | — | $21.73万 | 新建仓 |
| TTC | TORO CO | $21.58万 | 0.00% | 2,310 | -1,089 | -32.0% | -$10.18万 | 重新持有 |
| NFG | NATIONAL FUEL GAS CO | $21.57万 | 0.00% | 2,296 | -1,286 | -35.9% | -$12.08万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $21.57万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $21.54万 | 0.00% | 9,782 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $21.52万 | 0.00% | 1,598 | 1,598 | — | $21.52万 | 新建仓 |
| GGUS | GOLDMAN SACHS ETF TR | $21.45万 | 0.00% | 3,700 | -141 | -3.7% | -$8,175 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.44万 | 0.00% | 1,291 | 35 | 2.8% | $5,812 | 加仓 |
| WCLD | WISDOMTREE TR | $21.36万 | 0.00% | 7,817 | -3,783 | -32.6% | -$10.34万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $21.30万 | 0.00% | 4,093 | 4,093 | — | $21.30万 | 新建仓 |
| JSTC | TIDAL TRUST I | $21.26万 | 0.00% | 10,907 | 10,907 | — | $21.26万 | 新建仓 |
| IEUR | ISHARES TR | $21.26万 | 0.00% | 3,025 | 0 | 0.0% | — | 不变 |
| EGO | ELDORADO GOLD CORP NEW | $21.23万 | 0.00% | 6,199 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $21.20万 | 0.00% | 1,517 | 107 | 7.6% | $1.50万 | 加仓 |
| — | CLEARWAY ENERGY INC | $21.11万 | 0.00% | 5,390 | 5,390 | — | $21.11万 | 新建仓 |
| — | BANK AMERICA CORP | $21.09万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $21.08万 | 0.00% | 439 | -584 | -57.1% | -$28.04万 | 减仓 |
| OSK | OSHKOSH CORP | $20.99万 | 0.00% | 1,426 | 1,426 | — | $20.99万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $20.93万 | 0.00% | 6,302 | 21 | 0.3% | $698 | 加仓 |
| ARKF | ARK ETF TR | $20.89万 | 0.00% | 5,496 | 252 | 4.8% | $9,578 | 加仓 |