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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $1,264.50万 | 0.20% | 41,716 | 89 | 0.2% | $2.70万 | 加仓 |
| SUSB | ISHARES TR | $1,260.89万 | 0.20% | 504,559 | 69,392 | 15.9% | $173.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,250.50万 | 0.20% | 75,440 | 3,325 | 4.6% | $55.12万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,240.53万 | 0.20% | 245,262 | 24,734 | 11.2% | $125.10万 | 加仓 |
| C | CITIGROUP INC | $1,240.48万 | 0.20% | 88,631 | 1,726 | 2.0% | $24.16万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,238.32万 | 0.19% | 287,247 | -113,462 | -28.3% | -$489.13万 | 减仓 |
| NFLX | NETFLIX INC. | $1,226.86万 | 0.19% | 171,829 | -2,990 | -1.7% | -$21.35万 | 减仓 |
| DE | DEERE & CO | $1,219.97万 | 0.19% | 19,232 | -380 | -1.9% | -$24.11万 | 减仓 |
| IWM | ISHARES TR | $1,211.96万 | 0.19% | 40,338 | 881 | 2.2% | $26.47万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,179.11万 | 0.19% | 206,934 | 476 | 0.2% | $2.71万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,175.35万 | 0.18% | 160,107 | 7,895 | 5.2% | $57.96万 | 加仓 |
| EFV | ISHARES TR | $1,157.67万 | 0.18% | 151,231 | -181,103 | -54.5% | -$1,386.35万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,146.02万 | 0.18% | 138,676 | -5,036 | -3.5% | -$41.62万 | 减仓 |
| MBB | ISHARES TR | $1,139.16万 | 0.18% | 120,521 | 2,469 | 2.1% | $23.34万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,123.90万 | 0.18% | 155,493 | -809 | -0.5% | -$5.85万 | 减仓 |
| CAT | CATERPILLAR INC | $1,121.16万 | 0.18% | 10,528 | 210 | 2.0% | $22.36万 | 加仓 |
| KO | COCA COLA CO | $1,119.64万 | 0.18% | 137,768 | 10,369 | 8.1% | $84.27万 | 加仓 |
| IWF | ISHARES TR | $1,117.47万 | 0.18% | 89,995 | 735 | 0.8% | $9.13万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,101.15万 | 0.17% | 32,888 | -1,316 | -3.8% | -$44.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,085.56万 | 0.17% | 74,029 | 1,286 | 1.8% | $18.86万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,084.11万 | 0.17% | 56,903 | 6,682 | 13.3% | $127.30万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,083.51万 | 0.17% | 165,169 | 7,409 | 4.7% | $48.60万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,076.70万 | 0.17% | 199,277 | 2,518 | 1.3% | $13.60万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,072.91万 | 0.17% | 130,066 | 9,049 | 7.5% | $74.65万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,065.15万 | 0.17% | 178,386 | -35,427 | -16.6% | -$211.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,050.43万 | 0.17% | 119,680 | 2,052 | 1.7% | $18.01万 | 加仓 |
| MRK | MERCK & CO INC | $1,045.13万 | 0.16% | 81,333 | 1,124 | 1.4% | $14.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,027.57万 | 0.16% | 10,160 | 698 | 7.4% | $70.59万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,020.53万 | 0.16% | 114,409 | 579 | 0.5% | $5.16万 | 加仓 |
| GLW | CORNING INC | $987.90万 | 0.16% | 38,676 | 81 | 0.2% | $2.07万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $986.74万 | 0.16% | 195,123 | 4,044 | 2.1% | $20.45万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $979.55万 | 0.15% | 116,961 | 49 | 0.0% | $4,104 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $979.01万 | 0.15% | 76,437 | -676 | -0.9% | -$8.66万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $977.08万 | 0.15% | 203,051 | 7,609 | 3.9% | $36.61万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $976.63万 | 0.15% | 83,708 | -11,394 | -12.0% | -$132.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $972.52万 | 0.15% | 19,089 | -565 | -2.9% | -$28.78万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $965.26万 | 0.15% | 77,369 | 3,452 | 4.7% | $43.07万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $957.17万 | 0.15% | 203,913 | -10,384 | -4.8% | -$48.74万 | 减仓 |
| GEV | GE VERNOVA INC | $946.55万 | 0.15% | 8,057 | -297 | -3.6% | -$34.89万 | 减仓 |
| CME | CME GROUP INC | $940.94万 | 0.15% | 42,609 | -615 | -1.4% | -$13.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $939.34万 | 0.15% | 12,309 | -245 | -2.0% | -$18.70万 | 减仓 |
| MS | MORGAN STANLEY | $933.60万 | 0.15% | 44,661 | 1,117 | 2.6% | $23.35万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $927.31万 | 0.15% | 98,211 | 8,249 | 9.2% | $77.89万 | 加仓 |
| EMXC | ISHARES INC | $906.30万 | 0.14% | 88,593 | -12,143 | -12.1% | -$124.22万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $905.05万 | 0.14% | 151,626 | 10,751 | 7.6% | $64.17万 | 加仓 |
| IUSG | ISHARES TR | $904.85万 | 0.14% | 48,107 | -556 | -1.1% | -$10.46万 | 减仓 |
| IWD | ISHARES TR | $873.43万 | 0.14% | 36,028 | 15,089 | 72.1% | $365.80万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $870.08万 | 0.14% | 172,635 | 20,285 | 13.3% | $102.24万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $867.58万 | 0.14% | 55,277 | 6,415 | 13.1% | $100.68万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $840.68万 | 0.13% | 330,455 | -31,824 | -8.8% | -$80.96万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $832.23万 | 0.13% | 210,479 | 189,966 | 926.1% | $751.12万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $823.78万 | 0.13% | 152,495 | 13,245 | 9.5% | $71.55万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $818.96万 | 0.13% | 320,908 | 18,134 | 6.0% | $46.28万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $814.61万 | 0.13% | 27,937 | 156 | 0.6% | $4.55万 | 加仓 |
| APP | APPLOVIN CORP | $801.62万 | 0.13% | 15,558 | 556 | 3.7% | $28.65万 | 加仓 |
| INTC | INTEL CORP | $801.57万 | 0.13% | 57,407 | -10,391 | -15.3% | -$145.09万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $800.83万 | 0.13% | 153,005 | -33,043 | -17.8% | -$172.95万 | 减仓 |
| DSI | ISHARES TR | $798.31万 | 0.13% | 56,065 | 1,143 | 2.1% | $16.28万 | 加仓 |
| IDEV | ISHARES TR | $795.32万 | 0.13% | 89,352 | -1,206 | -1.3% | -$10.73万 | 减仓 |
| SMH | VANECK ETF TRUST | $786.38万 | 0.12% | 11,990 | 1,226 | 11.4% | $80.41万 | 加仓 |
| PULS | PGIM ETF TR | $774.65万 | 0.12% | 156,336 | 7,411 | 5.0% | $36.72万 | 加仓 |
| DIS | DISNEY WALT CO | $765.81万 | 0.12% | 79,565 | -1,325 | -1.6% | -$12.75万 | 减仓 |
| QCOM | QUALCOMM INC | $758.49万 | 0.12% | 41,046 | 683 | 1.7% | $12.62万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $749.33万 | 0.12% | 58,628 | -746 | -1.3% | -$9.53万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $745.82万 | 0.12% | 116,753 | 16,314 | 16.2% | $104.21万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $744.83万 | 0.12% | 74,364 | 1,662 | 2.3% | $16.65万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $740.42万 | 0.12% | 146,169 | -7,689 | -5.0% | -$38.95万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $739.50万 | 0.12% | 75,008 | 6,485 | 9.5% | $63.94万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $733.78万 | 0.12% | 173,307 | -515 | -0.3% | -$2.18万 | 减仓 |
| TLT | ISHARES TR | $726.33万 | 0.11% | 84,047 | -19,884 | -19.1% | -$171.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $722.07万 | 0.11% | 25,677 | 450 | 1.8% | $12.65万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $713.45万 | 0.11% | 134,133 | -13,619 | -9.2% | -$72.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $708.55万 | 0.11% | 41,709 | -2,867 | -6.4% | -$48.70万 | 减仓 |
| BX | BLACKSTONE INC | $706.64万 | 0.11% | 60,053 | 580 | 1.0% | $6.82万 | 加仓 |
| STIP | ISHARES TR | $690.79万 | 0.11% | 67,618 | -640 | -0.9% | -$6.54万 | 减仓 |
| — | META PLATFORMS INC 看涨期权 | $687.21万 | 0.11% | 12,200 | -600 | -4.7% | -$33.80万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $686.63万 | 0.11% | 85,222 | -458 | -0.5% | -$3.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $684.26万 | 0.11% | 20,065 | 167 | 0.8% | $5.70万 | 加仓 |
| EFG | ISHARES TR | $681.20万 | 0.11% | 54,750 | 22,801 | 71.4% | $283.69万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $679.50万 | 0.11% | 288,905 | 37,101 | 14.7% | $87.26万 | 加仓 |
| IWY | ISHARES TR | $676.71万 | 0.11% | 23,285 | -464 | -2.0% | -$13.48万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $676.43万 | 0.11% | 22,084 | 1,117 | 5.3% | $34.21万 | 加仓 |
| TFLO | ISHARES TR | $670.55万 | 0.11% | 132,442 | -12,353 | -8.5% | -$62.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $665.26万 | 0.10% | 33,667 | 1,644 | 5.1% | $32.49万 | 加仓 |
| GE | GE AEROSPACE | $659.42万 | 0.10% | 17,644 | -165 | -0.9% | -$6.17万 | 减仓 |
| NET | CLOUDFLARE INC | $656.39万 | 0.10% | 26,761 | 111 | 0.4% | $2.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $655.15万 | 0.10% | 82,899 | -1,594 | -1.9% | -$12.60万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $653.27万 | 0.10% | 82,266 | 2,631 | 3.3% | $20.89万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $652.82万 | 0.10% | 117,056 | -4,251 | -3.5% | -$23.71万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $651.98万 | 0.10% | 138,292 | 13,846 | 11.1% | $65.28万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $646.86万 | 0.10% | 128,422 | 946 | 0.7% | $4.76万 | 加仓 |
| AMGN | AMGEN INC | $642.56万 | 0.10% | 17,744 | 1,968 | 12.5% | $71.27万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $639.73万 | 0.10% | 201,744 | 21,320 | 11.8% | $67.61万 | 加仓 |
| ESGU | ISHARES TR | $636.60万 | 0.10% | 38,895 | -142 | -0.4% | -$2.32万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $634.35万 | 0.10% | 174,945 | 7,957 | 4.8% | $28.85万 | 加仓 |
| LQD | ISHARES TR | $632.78万 | 0.10% | 58,016 | -17,629 | -23.3% | -$192.28万 | 减仓 |
| MO | ALTRIA GROUP INC | $628.15万 | 0.10% | 87,304 | 1,954 | 2.3% | $14.06万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $627.66万 | 0.10% | 17,163 | 246 | 1.5% | $9.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $625.19万 | 0.10% | 75,644 | 4,971 | 7.0% | $41.09万 | 加仓 |
| MMM | 3M CO | $621.57万 | 0.10% | 38,390 | -210 | -0.5% | -$3.40万 | 减仓 |