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 |
|---|---|---|---|---|---|---|---|---|
| IWC | ISHARES TR | $20.88万 | 0.00% | 1,308 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $20.88万 | 0.00% | 7,732 | -3,119 | -28.7% | -$8.42万 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $20.83万 | 0.00% | 5,302 | 5,302 | — | $20.83万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $20.79万 | 0.00% | 4,484 | -75 | -1.6% | -$3,477 | 重新持有 |
| DOX | AMDOCS LTD | $20.78万 | 0.00% | 3,184 | 3,184 | — | $20.78万 | 新建仓 |
| EFX | EQUIFAX INC | $20.76万 | 0.00% | 1,153 | 190 | 19.7% | $3.42万 | 加仓 |
| EG | EVEREST GROUP LTD | $20.75万 | 0.00% | 635 | -404 | -38.9% | -$13.20万 | 减仓 |
| DEO | DIAGEO PLC | $20.66万 | 0.00% | 2,774 | -95 | -3.3% | -$7,074 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $20.64万 | 0.00% | 1,348 | -83 | -5.8% | -$1.27万 | 减仓 |
| IXN | ISHARES TR | $20.49万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $20.48万 | 0.00% | 1,414 | 10 | 0.7% | $1,448 | 加仓 |
| — | PROASSURANCE CORP | $20.41万 | 0.00% | 8,258 | 8,258 | — | $20.41万 | 新建仓 |
| IEX | IDEX CORP | $20.36万 | 0.00% | 1,074 | -158 | -12.8% | -$2.99万 | 减仓 |
| RL | RALPH LAUREN CORP | $20.33万 | 0.00% | 591 | -124 | -17.3% | -$4.27万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $20.32万 | 0.00% | 2,907 | 2,907 | — | $20.32万 | 新建仓 |
| INDA | ISHARES TR | $20.31万 | 0.00% | 4,337 | -4 | -0.1% | -$187 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $20.25万 | 0.00% | 1,730 | 1,730 | — | $20.25万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $20.25万 | 0.00% | 1,887 | 1,887 | — | $20.25万 | 新建仓 |
| BCS | BARCLAYS PLC | $20.23万 | 0.00% | 9,563 | 700 | 7.9% | $1.48万 | 加仓 |
| HXL | HEXCEL CORP NEW | $20.20万 | 0.00% | 2,496 | 2,496 | — | $20.20万 | 新建仓 |
| BAX | BAXTER INTL INC | $20.19万 | 0.00% | 12,017 | 2,428 | 25.3% | $4.08万 | 重新持有 |
| — | NUVEEN CALIF AMT FREE MUNI I | $20.17万 | 0.00% | 16,950 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $20.15万 | 0.00% | 1,322 | 1,322 | — | $20.15万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.13万 | 0.00% | 968 | -173 | -15.2% | -$3.60万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $20.11万 | 0.00% | 13,505 | 1,037 | 8.3% | $1.54万 | 加仓 |
| XSD | SPDR SERIES TRUST | $20.08万 | 0.00% | 616 | 616 | — | $20.08万 | 新建仓 |
| BGRN | ISHARES TR | $20.04万 | 0.00% | 4,221 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC | $19.43万 | 0.00% | 25,600 | 6,426 | 33.5% | $4.88万 | 加仓 |
| TFSL | TFS FINL CORP | $19.27万 | 0.00% | 13,715 | 1,690 | 14.1% | $2.37万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $19.00万 | 0.00% | 44,291 | 19,424 | 78.1% | $8.33万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $18.09万 | 0.00% | 13,400 | -6,000 | -30.9% | -$8.10万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $17.68万 | 0.00% | 13,677 | -2,551 | -15.7% | -$3.30万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $17.67万 | 0.00% | 15,168 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $17.40万 | 0.00% | 22,142 | 6,924 | 45.5% | $5.44万 | 加仓 |
| NMR | NOMURA HLDGS INC | $16.97万 | 0.00% | 21,512 | 613 | 2.9% | $4,836 | 加仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $16.25万 | 0.00% | 15,495 | 3,470 | 28.9% | $3.64万 | 加仓 |
| INFY | INFOSYS LTD | $16.06万 | 0.00% | 11,888 | -1,073 | -8.3% | -$1.45万 | 减仓 |
| — | SYMBOTIC INC 看涨期权 | $15.98万 | 0.00% | 10,500 | 10,500 | — | $15.98万 | 新建仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $15.05万 | 0.00% | 11,124 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $14.88万 | 0.00% | 40,773 | 40,773 | — | $14.88万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $14.85万 | 0.00% | 12,097 | 10 | 0.1% | $123 | 加仓 |
| ADT | ADT INC DEL | $14.85万 | 0.00% | 22,597 | -20,953 | -48.1% | -$13.77万 | 减仓 |
| — | SERA PROGNOSTICS INC | $14.76万 | 0.00% | 72,685 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $14.54万 | 0.00% | 31,399 | 2,703 | 9.4% | $1.25万 | 加仓 |
| WIT | WIPRO LTD | $13.88万 | 0.00% | 65,473 | 1,205 | 1.9% | $2,555 | 加仓 |
| AGNC | AGNC INVT CORP | $13.26万 | 0.00% | 13,224 | 61 | 0.5% | $612 | 加仓 |
| FLO | FLOWERS FOODS INC | $13.13万 | 0.00% | 16,116 | -3,674 | -18.6% | -$2.99万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $13.11万 | 0.00% | 15,140 | 140 | 0.9% | $1,212 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $13.06万 | 0.00% | 10,319 | -68 | -0.7% | -$861 | 减仓 |
| NOK | NOKIA CORP | $12.48万 | 0.00% | 15,518 | 733 | 5.0% | $5,893 | 加仓 |
| FSK | FS KKR CAP CORP | $12.09万 | 0.00% | 11,876 | -2,023 | -14.6% | -$2.06万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $12.06万 | 0.00% | 13,366 | -11,487 | -46.2% | -$10.36万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $11.55万 | 0.00% | 15,312 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $11.53万 | 0.00% | 11,514 | 862 | 8.1% | $8,629 | 加仓 |
| JOBY | JOBY AVIATION INC | $11.45万 | 0.00% | 13,856 | -2,409 | -14.8% | -$1.99万 | 减仓 |
| — | DESTRA MULTI-ALTERNATIVE FD | $11.19万 | 0.00% | 13,794 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.13万 | 0.00% | 14,016 | 2,798 | 24.9% | $2.22万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $11.04万 | 0.00% | 10,613 | -3 | -0.0% | -$31 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $10.88万 | 0.00% | 12,071 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $10.29万 | 0.00% | 10,857 | 14 | 0.1% | $133 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $10.04万 | 0.00% | 11,642 | -125 | -1.1% | -$1,077 | 减仓 |
| FRSH | FRESHWORKS INC | $9.68万 | 0.00% | 12,049 | 12,049 | — | $9.68万 | 新建仓 |
| — | DIAMEDICA THERAPEUTICS INC | $9.45万 | 0.00% | 13,957 | 13,957 | — | $9.45万 | 新建仓 |
| WU | WESTERN UN CO | $9.39万 | 0.00% | 10,759 | 10,759 | — | $9.39万 | 新建仓 |
| — | APPLE INC 看涨期权 | $8.58万 | 0.00% | 13,500 | 13,500 | — | $8.58万 | 新建仓 |
| AEG | AEGON LTD | $8.56万 | 0.00% | 11,787 | 11,787 | — | $8.56万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $8.29万 | 0.00% | 11,628 | -798 | -6.4% | -$5,690 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $8.28万 | 0.00% | 20,952 | 5,053 | 31.8% | $2.00万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.12万 | 0.00% | 15,000 | -396 | -2.6% | -$2,142 | 减仓 |
| — | BCP INVESTMENT CORPORATION | $7.90万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC | $7.89万 | 0.00% | 10,914 | 10,914 | — | $7.89万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.62万 | 0.00% | 12,693 | 12,693 | — | $7.62万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $7.50万 | 0.00% | 21,113 | -185 | -0.9% | -$657 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $7.46万 | 0.00% | 11,334 | 11,334 | — | $7.46万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $6.99万 | 0.00% | 13,705 | -4,850 | -26.1% | -$2.47万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $6.87万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC | $6.56万 | 0.00% | 46,890 | -44,536 | -48.7% | -$6.24万 | 减仓 |
| NIO | NIO INC | $6.37万 | 0.00% | 10,569 | -1,392 | -11.6% | -$8,394 | 减仓 |
| ACHR | ARCHER AVIATION INC | $6.16万 | 0.00% | 11,912 | 11,912 | — | $6.16万 | 新建仓 |
| — | 1STDIBS COM INC | $6.05万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| — | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $5.64万 | 0.00% | 12,400 | 800 | 6.9% | $3,640 | 加仓 |
| SG | SWEETGREEN INC | $5.42万 | 0.00% | 10,450 | 10,450 | — | $5.42万 | 新建仓 |
| — | NEUBERGER R/EST SECS INC FD | $5.11万 | 0.00% | 18,001 | -263 | -1.4% | -$747 | 重新持有 |
| — | HEALTH CATALYST INC | $4.91万 | 0.00% | 38,653 | 124 | 0.3% | $157 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3.95万 | 0.00% | 10,801 | -139 | -1.3% | -$509 | 减仓 |
| ABEV | AMBEV SA | $2.98万 | 0.00% | 10,214 | -5,197 | -33.7% | -$1.52万 | 减仓 |
| — | BEYOND MEAT INC | $2.09万 | 0.00% | 29,766 | 19,680 | 195.1% | $1.38万 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $1.88万 | 0.00% | 10,667 | 572 | 5.7% | $1,007 | 加仓 |
| AMC | AMC ENTMT HLDGS INC | $1.73万 | 0.00% | 17,654 | 17,654 | — | $1.73万 | 新建仓 |
| SABR | SABRE CORP | $1.51万 | 0.00% | 10,434 | -157 | -1.5% | -$228 | 减仓 |
| — | ALIGHT INC | $1.36万 | 0.00% | 23,423 | 23,423 | — | $1.36万 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,751 | 0.00% | 10,010 | 10,010 | — | $2,751 | 新建仓 |
| — | QUHUO LTD | $1,223 | 0.00% | 11,306 | 11,306 | — | $1,223 | 新建仓 |
| — | C3 AI INC 看涨期权 | $2 | 0.00% | 21,000 | 21,000 | — | $2 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -82,554 | -100.0% | -$520.42万 | 清仓 |
| IPAC | ISHARES TR | $0 | 0.00% | 0 | -70,763 | -100.0% | -$518.06万 | 清仓 |
| — | GMO ETF TRUST | $0 | 0.00% | 0 | -178,446 | -100.0% | -$474.67万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -59,846 | -100.0% | -$291.21万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -8,970 | -100.0% | -$221.15万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -23,852 | -100.0% | -$221.11万 | 清仓 |