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 |
|---|---|---|---|---|---|---|---|---|
| OPCH | OPTION CARE HEALTH INC | $22.50万 | 0.00% | 10,731 | 10,731 | — | $22.50万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $22.44万 | 0.00% | 981 | 981 | — | $22.44万 | 新建仓 |
| PJT | PJT PARTNERS INC | $22.41万 | 0.00% | 1,484 | -33 | -2.2% | -$4,982 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $22.40万 | 0.00% | 300 | 300 | — | $22.40万 | 新建仓 |
| FIVE | FIVE BELOW INC | $22.39万 | 0.00% | 1,245 | 167 | 15.5% | $3.00万 | 加仓 |
| TREX | TREX INC | $22.29万 | 0.00% | 4,454 | 4,454 | — | $22.29万 | 新建仓 |
| BC | BRUNSWICK CORP | $22.29万 | 0.00% | 2,646 | 2,646 | — | $22.29万 | 新建仓 |
| LSGR | NATIXIS ETF TRUST II | $22.26万 | 0.00% | 5,283 | 5,283 | — | $22.26万 | 新建仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $22.24万 | 0.00% | 4,411 | 4,411 | — | $22.24万 | 新建仓 |
| — | BANK OF AMER CORP | $22.20万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $22.20万 | 0.00% | 758 | 758 | — | $22.20万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $22.17万 | 0.00% | 46,000 | -3,650 | -7.4% | -$1.76万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $22.14万 | 0.00% | 17,355 | -200 | -1.1% | -$2,552 | 减仓 |
| INGR | INGREDION INC | $22.06万 | 0.00% | 2,329 | 252 | 12.1% | $2.39万 | 加仓 |
| WDAY | WORKDAY INC | $21.96万 | 0.00% | 1,794 | -1,036 | -36.6% | -$12.68万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $21.93万 | 0.00% | 4,863 | 286 | 6.2% | $1.29万 | 重新持有 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $21.88万 | 0.00% | 5,912 | -1,600 | -21.3% | -$5.92万 | 重新持有 |
| PNW | PINNACLE WEST CAP CORP | $21.83万 | 0.00% | 2,040 | 2,040 | — | $21.83万 | 新建仓 |
| BKU | BANKUNITED INC | $21.75万 | 0.00% | 4,489 | 4,489 | — | $21.75万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $21.73万 | 0.00% | 13,021 | -484 | -3.6% | -$8,078 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $21.72万 | 0.00% | 4,474 | -10 | -0.2% | -$486 | 减仓 |
| EL | LAUDER ESTEE COS INC | $21.68万 | 0.00% | 2,746 | 719 | 35.5% | $5.68万 | 重新持有 |
| — | BARINGS CORPORATE INVS | $21.67万 | 0.00% | 12,340 | 12,340 | — | $21.67万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $21.61万 | 0.00% | 3,350 | 3,350 | — | $21.61万 | 新建仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $21.58万 | 0.00% | 2,539 | 2,539 | — | $21.58万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $21.58万 | 0.00% | 2,519 | 2,519 | — | $21.58万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $21.54万 | 0.00% | 2,878 | 2,878 | — | $21.54万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $21.48万 | 0.00% | 2,540 | 2,540 | — | $21.48万 | 新建仓 |
| KEY | KEYCORP | $21.47万 | 0.00% | 9,316 | 9,316 | — | $21.47万 | 新建仓 |
| ONDS | ONDAS INC | $21.45万 | 0.00% | 26,031 | 26,031 | — | $21.45万 | 新建仓 |
| CVNA | CARVANA CO | $21.41万 | 0.00% | 3,254 | 2,689 | 475.9% | $17.70万 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.38万 | 0.00% | 2,119 | -1,321 | -38.4% | -$13.33万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $21.36万 | 0.00% | 15,869 | -14,352 | -47.5% | -$19.32万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $21.34万 | 0.00% | 915 | 915 | — | $21.34万 | 新建仓 |
| SMIN | ISHARES TR | $21.34万 | 0.00% | 3,017 | 3,017 | — | $21.34万 | 新建仓 |
| WING | WINGSTOP INC | $21.33万 | 0.00% | 1,230 | 1,230 | — | $21.33万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $21.33万 | 0.00% | 19,390 | 857 | 4.6% | $9,427 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $21.30万 | 0.00% | 50,118 | 50,118 | — | $21.30万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $21.28万 | 0.00% | 4,826 | 4,826 | — | $21.28万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $21.24万 | 0.00% | 16,950 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $21.24万 | 0.00% | 2,216 | -4,132 | -65.1% | -$39.60万 | 重新持有 |
| CGBL | CAPITAL GROUP CORE BALANCED | $21.20万 | 0.00% | 5,585 | 5,585 | — | $21.20万 | 新建仓 |
| ERIE | ERIE INDTY CO | $21.17万 | 0.00% | 883 | 883 | — | $21.17万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $21.11万 | 0.00% | 4,564 | 4,564 | — | $21.11万 | 新建仓 |
| GSID | GOLDMAN SACHS ETF TR | $21.10万 | 0.00% | 2,808 | -99 | -3.4% | -$7,439 | 减仓 |
| — | VANECK ETF TRUST | $21.08万 | 0.00% | 3,250 | 3,250 | — | $21.08万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $21.06万 | 0.00% | 9,455 | 9,455 | — | $21.06万 | 新建仓 |
| OSK | OSHKOSH CORP | $20.97万 | 0.00% | 1,366 | -60 | -4.2% | -$9,209 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $20.94万 | 0.00% | 9,329 | -453 | -4.6% | -$1.02万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $20.92万 | 0.00% | 5,801 | 5,801 | — | $20.92万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $20.91万 | 0.00% | 1,340 | 1,340 | — | $20.91万 | 新建仓 |
| — | SURO CAPITAL CORP | $20.82万 | 0.00% | 16,600 | 16,600 | — | $20.82万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $20.80万 | 0.00% | 1,404 | 1,404 | — | $20.80万 | 新建仓 |
| CSL | CARLISLE COS INC | $20.76万 | 0.00% | 572 | 572 | — | $20.76万 | 新建仓 |
| ROL | ROLLINS INC | $20.74万 | 0.00% | 4,969 | -2,310 | -31.7% | -$9.64万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $20.71万 | 0.00% | 2,391 | 2,391 | — | $20.71万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $20.63万 | 0.00% | 1,705 | 1,705 | — | $20.63万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.54万 | 0.00% | 2,831 | -713 | -20.1% | -$5.17万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $20.49万 | 0.00% | 1,235 | 1,235 | — | $20.49万 | 新建仓 |
| EVR | EVERCORE INC | $20.48万 | 0.00% | 600 | -307 | -33.8% | -$10.48万 | 重新持有 |
| VECO | VEECO INSTRS INC DEL | $20.41万 | 0.00% | 2,692 | 2,692 | — | $20.41万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $20.38万 | 0.00% | 2,012 | 2,012 | — | $20.38万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $20.34万 | 0.00% | 2,878 | 2,878 | — | $20.34万 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC | $20.30万 | 0.00% | 15,029 | -111 | -0.7% | -$1,500 | 减仓 |
| AOS | SMITH A O CORP | $20.30万 | 0.00% | 3,236 | -758 | -19.0% | -$4.75万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $20.19万 | 0.00% | 8,400 | 8,400 | — | $20.19万 | 新建仓 |
| DY | DYCOM INDS INC | $20.17万 | 0.00% | 399 | 399 | — | $20.17万 | 新建仓 |
| CPAY | CORPAY INC | $20.10万 | 0.00% | 603 | 603 | — | $20.10万 | 新建仓 |
| DUOL | DUOLINGO INC | $20.08万 | 0.00% | 1,746 | 1,746 | — | $20.08万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $20.07万 | 0.00% | 1,780 | 50 | 2.9% | $5,637 | 加仓 |
| BGRN | ISHARES TR | $20.04万 | 0.00% | 4,221 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $19.95万 | 0.00% | 22,723 | 1,211 | 5.6% | $1.06万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $18.51万 | 0.00% | 14,004 | 327 | 2.4% | $4,323 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $18.38万 | 0.00% | 15,168 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $18.38万 | 0.00% | 39,781 | 8,382 | 26.7% | $3.87万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $18.09万 | 0.00% | 13,371 | -3,983 | -23.0% | -$5.39万 | 减仓 |
| — | VALE S A 看涨期权 | $18.05万 | 0.00% | 12,000 | 12,000 | — | $18.05万 | 新建仓 |
| CRK | COMSTOCK RES INC | $17.97万 | 0.00% | 12,042 | 12,042 | — | $17.97万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $17.94万 | 0.00% | 12,246 | 149 | 1.2% | $2,183 | 加仓 |
| FRSH | FRESHWORKS INC | $17.83万 | 0.00% | 17,622 | 5,573 | 46.3% | $5.64万 | 加仓 |
| AES | AES CORP | $17.73万 | 0.00% | 12,097 | -57,703 | -82.7% | -$84.59万 | 减仓 |
| AGNC | AGNC INVT CORP | $17.37万 | 0.00% | 15,933 | 2,709 | 20.5% | $2.95万 | 加仓 |
| HL | HECLA MINING COMPANY | $16.91万 | 0.00% | 10,959 | 10,959 | — | $16.91万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $16.74万 | 0.00% | 12,577 | -115 | -0.9% | -$1,531 | 减仓 |
| SONO | SONOS INC | $16.65万 | 0.00% | 12,304 | 12,304 | — | $16.65万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $16.60万 | 0.00% | 17,327 | 3,311 | 23.6% | $3.17万 | 加仓 |
| — | GLOBAL WTR RES INC | $16.53万 | 0.00% | 22,838 | -2,762 | -10.8% | -$2.00万 | 减仓 |
| NEO | NEOGENOMICS INC | $16.52万 | 0.00% | 11,325 | 11,325 | — | $16.52万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $16.42万 | 0.00% | 16,653 | 3,287 | 24.6% | $3.24万 | 加仓 |
| NOK | NOKIA CORP | $16.10万 | 0.00% | 12,122 | -3,396 | -21.9% | -$4.51万 | 减仓 |
| — | SERA PROGNOSTICS INC | $13.23万 | 0.00% | 72,685 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $12.38万 | 0.00% | 13,181 | 2,324 | 21.4% | $2.18万 | 加仓 |
| MSOS | ADVISORSHARES TR | $12.31万 | 0.00% | 24,230 | 3,117 | 14.8% | $1.58万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $11.66万 | 0.00% | 10,613 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $11.27万 | 0.00% | 14,302 | -1,010 | -6.6% | -$7,959 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $11.14万 | 0.00% | 11,642 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $10.94万 | 0.00% | 12,415 | 1,965 | 18.8% | $1.73万 | 加仓 |
| WEN | WENDYS CO | $10.45万 | 0.00% | 12,605 | 12,605 | — | $10.45万 | 新建仓 |
| WIT | WIPRO LTD | $10.26万 | 0.00% | 45,611 | -19,862 | -30.3% | -$4.47万 | 减仓 |
| UA | UNDER ARMOUR INC | $10.12万 | 0.00% | 16,272 | 16,272 | — | $10.12万 | 新建仓 |