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 |
|---|---|---|---|---|---|---|---|---|
| IVOG | VANGUARD ADMIRAL FDS INC | $26.03万 | 0.00% | 1,779 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $26.00万 | 0.00% | 3,419 | 216 | 6.7% | $1.64万 | 加仓 |
| HDV | ISHARES TR | $25.86万 | 0.00% | 9,435 | -1,155 | -10.9% | -$3.17万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $25.84万 | 0.00% | 12,399 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $25.76万 | 0.00% | 5,952 | -1,351 | -18.5% | -$5.85万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $25.75万 | 0.00% | 12,642 | -7,875 | -38.4% | -$16.04万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $25.74万 | 0.00% | 9,831 | 9,831 | — | $25.74万 | 新建仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $25.73万 | 0.00% | 7,031 | 25 | 0.4% | $915 | 加仓 |
| DEO | DIAGEO PLC | $25.63万 | 0.00% | 3,188 | 414 | 14.9% | $3.33万 | 加仓 |
| LGIH | LGI HOMES INC | $25.57万 | 0.00% | 4,015 | 4,015 | — | $25.57万 | 新建仓 |
| CCJ | CAMECO CORP | $25.56万 | 0.00% | 2,509 | 393 | 18.6% | $4.00万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.52万 | 0.00% | 3,221 | 90 | 2.9% | $7,130 | 重新持有 |
| — | ARISTA NETWORKS INC 看涨期权 | $25.48万 | 0.00% | 1,500 | 1,500 | — | $25.48万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $25.42万 | 0.00% | 199 | 4 | 2.1% | $5,110 | 加仓 |
| EWC | ISHARES INC | $25.42万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $25.41万 | 0.00% | 16,003 | -987 | -5.8% | -$1.57万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $25.37万 | 0.00% | 5,004 | -1,283 | -20.4% | -$6.51万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $25.36万 | 0.00% | 1,522 | 179 | 13.3% | $2.98万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $25.36万 | 0.00% | 906 | -413 | -31.3% | -$11.56万 | 减仓 |
| ITT | ITT INC | $25.33万 | 0.00% | 1,281 | 106 | 9.0% | $2.10万 | 加仓 |
| EG | EVEREST GROUP LTD | $25.33万 | 0.00% | 709 | 74 | 11.7% | $2.64万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $25.32万 | 0.00% | 6,781 | 393 | 6.2% | $1.47万 | 加仓 |
| STE | STERIS PLC | $25.30万 | 0.00% | 1,201 | 211 | 21.3% | $4.44万 | 加仓 |
| XPO | XPO INC | $25.27万 | 0.00% | 1,231 | 1,231 | — | $25.27万 | 新建仓 |
| VLUE | ISHARES TR | $25.26万 | 0.00% | 1,264 | 1,264 | — | $25.26万 | 新建仓 |
| GGUS | GOLDMAN SACHS ETF TR | $25.25万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $25.23万 | 0.00% | 2,695 | 2,695 | — | $25.23万 | 新建仓 |
| IVLU | ISHARES TR | $25.20万 | 0.00% | 6,025 | 15 | 0.2% | $627 | 加仓 |
| VCR | VANGUARD WORLD FD | $25.12万 | 0.00% | 633 | -27 | -4.1% | -$1.07万 | 减仓 |
| USFR | WISDOMTREE TR | $25.12万 | 0.00% | 4,988 | 4,988 | — | $25.12万 | 新建仓 |
| NEU | NEWMARKET CORP | $25.09万 | 0.00% | 317 | 317 | — | $25.09万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $25.06万 | 0.00% | 2,504 | 8 | 0.3% | $800 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $25.02万 | 0.00% | 4,793 | -524 | -9.9% | -$2.74万 | 减仓 |
| CCK | CROWN HLDGS INC | $25.00万 | 0.00% | 2,236 | 12 | 0.5% | $1,342 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $24.96万 | 0.00% | 2,211 | -4 | -0.2% | -$452 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.95万 | 0.00% | 1,325 | 34 | 2.6% | $6,403 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $24.93万 | 0.00% | 6,834 | 578 | 9.2% | $2.11万 | 加仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $24.92万 | 0.00% | 5,588 | 5,588 | — | $24.92万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $24.84万 | 0.00% | 5,199 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $24.76万 | 0.00% | 1,934 | 1,934 | — | $24.76万 | 新建仓 |
| ETSY | ETSY INC | $24.75万 | 0.00% | 3,286 | 3,286 | — | $24.75万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $24.68万 | 0.00% | 8,716 | 2,619 | 43.0% | $7.42万 | 加仓 |
| BAX | BAXTER INTL INC | $24.64万 | 0.00% | 11,556 | -461 | -3.8% | -$9,828 | 减仓 |
| OC | OWENS CORNING NEW | $24.60万 | 0.00% | 1,548 | 1,548 | — | $24.60万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $24.53万 | 0.00% | 3,227 | 3,227 | — | $24.53万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $24.52万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| AIS | TIDAL TRUST III | $24.51万 | 0.00% | 2,873 | 2,873 | — | $24.51万 | 新建仓 |
| LFUS | LITTELFUSE INC | $24.47万 | 0.00% | 537 | -221 | -29.2% | -$10.07万 | 减仓 |
| VIS | VANGUARD WORLD FD | $24.42万 | 0.00% | 678 | 678 | — | $24.42万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $24.41万 | 0.00% | 770 | 770 | — | $24.41万 | 新建仓 |
| APTV | APTIV PLC | $24.40万 | 0.00% | 3,976 | 3,976 | — | $24.40万 | 新建仓 |
| — | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $24.40万 | 0.00% | 12,400 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $24.40万 | 0.00% | 1,605 | 191 | 13.5% | $2.90万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $24.14万 | 0.00% | 40,849 | -3,442 | -7.8% | -$2.03万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $24.13万 | 0.00% | 3,559 | 3,559 | — | $24.13万 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $24.09万 | 0.00% | 16,628 | -1,932 | -10.4% | -$2.80万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $24.08万 | 0.00% | 11,440 | 11,440 | — | $24.08万 | 新建仓 |
| QDEF | FLEXSHARES TR | $24.06万 | 0.00% | 2,765 | -2,359 | -46.0% | -$20.53万 | 减仓 |
| IX | ORIX CORP | $24.04万 | 0.00% | 6,319 | 6,319 | — | $24.04万 | 新建仓 |
| PSA | PUBLIC STORAGE | $24.01万 | 0.00% | 754 | 754 | — | $24.01万 | 新建仓 |
| EMB | ISHARES TR | $24.01万 | 0.00% | 2,490 | -141 | -5.4% | -$1.36万 | 减仓 |
| HUM | HUMANA INC | $23.91万 | 0.00% | 602 | 602 | — | $23.91万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $23.91万 | 0.00% | 6,302 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $23.91万 | 0.00% | 20,107 | 1,400 | 7.5% | $1.66万 | 加仓 |
| — | GLOBALFOUNDRIES INC 看涨期权 | $23.90万 | 0.00% | 2,900 | 2,900 | — | $23.90万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $23.84万 | 0.00% | 2,341 | 2,341 | — | $23.84万 | 新建仓 |
| AEE | AMEREN CORP | $23.84万 | 0.00% | 2,109 | 2,109 | — | $23.84万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $23.83万 | 0.00% | 5,923 | -200 | -3.3% | -$8,046 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $23.83万 | 0.00% | 5,937 | 25 | 0.4% | $1,003 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $23.79万 | 0.00% | 3,301 | 0 | 0.0% | — | 重新持有 |
| — | VANECK ETF TRUST | $23.71万 | 0.00% | 9,825 | 124 | 1.3% | $2,993 | 加仓 |
| COWG | PACER FDS TR | $23.69万 | 0.00% | 5,900 | 0 | 0.0% | — | 重新持有 |
| LIT | GLOBAL X FDS | $23.62万 | 0.00% | 3,018 | -201 | -6.2% | -$1.57万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $23.61万 | 0.00% | 5,264 | 87 | 1.7% | $3,902 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $23.59万 | 0.00% | 10,685 | -9,670 | -47.5% | -$21.35万 | 减仓 |
| USHY | ISHARES TR | $23.58万 | 0.00% | 6,370 | 129 | 2.1% | $4,776 | 加仓 |
| DTM | DT MIDSTREAM INC | $23.57万 | 0.00% | 1,607 | 9 | 0.6% | $1,320 | 加仓 |
| RGLD | ROYAL GOLD INC | $23.52万 | 0.00% | 1,178 | -22 | -1.8% | -$4,393 | 减仓 |
| EVRG | EVERGY INC | $23.46万 | 0.00% | 2,714 | 2,714 | — | $23.46万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $23.38万 | 0.00% | 1,503 | 1,503 | — | $23.38万 | 新建仓 |
| SEZL | SEZZLE INC | $23.34万 | 0.00% | 1,360 | 1,360 | — | $23.34万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $23.27万 | 0.00% | 4,475 | -447 | -9.1% | -$2.32万 | 重新持有 |
| FFLC | FIDELITY COVINGTON TRUST | $23.18万 | 0.00% | 3,934 | -4,150 | -51.3% | -$24.45万 | 减仓 |
| BPOP | POPULAR INC | $23.17万 | 0.00% | 1,411 | -392 | -21.7% | -$6.44万 | 重新持有 |
| BKDV | BNY MELLON ETF TRUST II | $23.07万 | 0.00% | 6,890 | 6,890 | — | $23.07万 | 新建仓 |
| — | CROWDSTRIKE HLDGS INC 看涨期权 | $22.89万 | 0.00% | 300 | 300 | — | $22.89万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $22.88万 | 0.00% | 8,587 | 8,587 | — | $22.88万 | 新建仓 |
| TXT | TEXTRON INC | $22.82万 | 0.00% | 2,488 | -671 | -21.2% | -$6.16万 | 重新持有 |
| WTM | WHITE MTNS INS GROUP LTD | $22.81万 | 0.00% | 110 | 8 | 7.8% | $1.66万 | 加仓 |
| ARKF | ARK ETF TR | $22.80万 | 0.00% | 5,778 | 282 | 5.1% | $1.11万 | 加仓 |
| ALB | ALBEMARLE CORP | $22.79万 | 0.00% | 1,688 | 447 | 36.0% | $6.04万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $22.79万 | 0.00% | 6,911 | 6,911 | — | $22.79万 | 新建仓 |
| IEUR | ISHARES TR | $22.74万 | 0.00% | 3,025 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $22.72万 | 0.00% | 7,240 | 7,240 | — | $22.72万 | 新建仓 |
| NXT | NEXTPOWER INC | $22.71万 | 0.00% | 1,906 | -158 | -7.7% | -$1.88万 | 减仓 |
| CMF | ISHARES TR | $22.69万 | 0.00% | 3,937 | 45 | 1.2% | $2,594 | 加仓 |
| BALL | BALL CORP | $22.56万 | 0.00% | 3,615 | 3,615 | — | $22.56万 | 新建仓 |
| CAVA | CAVA GROUP INC | $22.56万 | 0.00% | 2,874 | -33 | -1.1% | -$2,590 | 减仓 |
| TM | TOYOTA MOTOR CORP | $22.54万 | 0.00% | 1,338 | -149 | -10.0% | -$2.51万 | 减仓 |
| CPNG | COUPANG INC | $22.52万 | 0.00% | 12,963 | -13,560 | -51.1% | -$23.55万 | 减仓 |