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 |
|---|---|---|---|---|---|---|---|---|
| BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | -3,039 | -100.0% | -$21.10万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -2,228 | -100.0% | -$20.97万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELE | FRANKLIN ELEC INC | $0 | 0.00% | 0 | -2,166 | -100.0% | -$20.69万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,023 | -100.0% | -$20.68万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -862 | -100.0% | -$20.66万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -993 | -100.0% | -$20.58万 | 清仓 |
| GEM | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $0 | 0.00% | 0 | -16,349 | -100.0% | -$19.26万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -46,210 | -100.0% | -$18.72万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -11,375 | -100.0% | -$18.60万 | 清仓 |
| — | TEXAS INSTRS INC 看涨期权 | $0 | 0.00% | 0 | -11,200 | -100.0% | -$17.55万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -17,321 | -100.0% | -$16.18万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -13,003 | -100.0% | -$14.49万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -15,582 | -100.0% | -$14.07万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -10,098 | -100.0% | -$13.25万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -10,306 | -100.0% | -$10.81万 | 清仓 |
| — | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.19万 | 清仓 |
| — | NETFLIX INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$6.15万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -11,630 | -100.0% | -$5.98万 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SUPER MICRO COMPUTER INC 看涨期权 | $0 | 0.00% | 0 | -42,200 | -100.0% | -$3.74万 | 清仓 |
| — | ASPEN AEROGELS INC 看涨期权 | $0 | 0.00% | 0 | -11,200 | -100.0% | -$5,098 | 清仓 |