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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $547.95万 | 0.10% | 24,409 | 58 | 0.2% | $1.30万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $547.30万 | 0.10% | 44,576 | 385 | 0.9% | $4.73万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $539.66万 | 0.10% | 211,797 | 16,053 | 8.2% | $40.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $539.59万 | 0.10% | 20,967 | 1,890 | 9.9% | $48.64万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $537.28万 | 0.10% | 38,551 | 487 | 1.3% | $6.79万 | 加仓 |
| GLW | CORNING INC | $524.77万 | 0.10% | 38,595 | 17,702 | 84.7% | $240.69万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $523.42万 | 0.09% | 127,476 | 127,476 | — | $523.42万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $522.59万 | 0.09% | 100,439 | 12,273 | 13.9% | $63.86万 | 加仓 |
| QCOM | QUALCOMM INC | $519.79万 | 0.09% | 40,363 | -2,373 | -5.6% | -$30.56万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $517.49万 | 0.09% | 67,610 | 3,314 | 5.2% | $25.37万 | 加仓 |
| IUSV | ISHARES TR | $514.94万 | 0.09% | 50,360 | -759 | -1.5% | -$7.76万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $511.34万 | 0.09% | 16,917 | 1,143 | 7.2% | $34.55万 | 加仓 |
| GE | GE AEROSPACE | $505.37万 | 0.09% | 17,809 | -1,077 | -5.7% | -$30.56万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $503.05万 | 0.09% | 100,986 | 100,986 | — | $503.05万 | 新建仓 |
| SUB | ISHARES TR | $499.97万 | 0.09% | 46,946 | 1,264 | 2.8% | $13.46万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $498.73万 | 0.09% | 129,810 | 5,912 | 4.8% | $22.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $494.93万 | 0.09% | 22,782 | -30 | -0.1% | -$6,517 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $493.88万 | 0.09% | 87,135 | -4,242 | -4.6% | -$24.04万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $493.02万 | 0.09% | 84,219 | -6,063 | -6.7% | -$35.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $492.81万 | 0.09% | 61,158 | 3,425 | 5.9% | $27.60万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $491.76万 | 0.09% | 72,021 | -352 | -0.5% | -$2.40万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $490.20万 | 0.09% | 62,517 | 4,312 | 7.4% | $33.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $490.12万 | 0.09% | 12,554 | 950 | 8.2% | $37.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $484.59万 | 0.09% | 10,512 | 290 | 2.8% | $13.37万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $480.74万 | 0.09% | 7,794 | 150 | 2.0% | $9.25万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $472.41万 | 0.09% | 111,418 | 1,403 | 1.3% | $5.95万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $461.29万 | 0.08% | 137,533 | -506 | -0.4% | -$1.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $455.82万 | 0.08% | 13,281 | 4,736 | 55.4% | $162.55万 | 加仓 |
| NUBD | NUSHARES ETF TR | $453.23万 | 0.08% | 204,065 | 21,225 | 11.6% | $47.14万 | 加仓 |
| IOO | ISHARES TR | $448.21万 | 0.08% | 37,051 | 1,782 | 5.1% | $21.56万 | 加仓 |
| IWD | ISHARES TR | $447.40万 | 0.08% | 20,939 | 744 | 3.7% | $15.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $446.73万 | 0.08% | 90,487 | -4 | -0.0% | -$197 | 减仓 |
| ETN | EATON CORP PLC | $444.34万 | 0.08% | 12,423 | 1,415 | 12.9% | $50.61万 | 加仓 |
| T | AT&T INC | $439.96万 | 0.08% | 151,763 | -2,132 | -1.4% | -$6.18万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $436.70万 | 0.08% | 72,004 | -666 | -0.9% | -$4.04万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $433.11万 | 0.08% | 29,708 | 795 | 2.7% | $11.59万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $432.95万 | 0.08% | 56,147 | 858 | 1.6% | $6.62万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $430.79万 | 0.08% | 67,405 | 3,242 | 5.1% | $20.72万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $428.17万 | 0.08% | 184,399 | 10,712 | 6.2% | $24.87万 | 加仓 |
| ACM | AECOM | $427.01万 | 0.08% | 50,344 | -2,973 | -5.6% | -$25.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $424.25万 | 0.08% | 58,981 | -27,593 | -31.9% | -$198.48万 | 减仓 |
| PFE | PFIZER INC | $419.41万 | 0.08% | 149,364 | 6,234 | 4.4% | $17.51万 | 加仓 |
| SLV | ISHARES SILVER TR | $418.64万 | 0.08% | 61,438 | -2,049 | -3.2% | -$13.96万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $416.36万 | 0.08% | 53,947 | 7,598 | 16.4% | $58.64万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $416.15万 | 0.08% | 7,069 | 2,108 | 42.5% | $124.10万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $414.38万 | 0.08% | 133,843 | 164 | 0.1% | $5,077 | 加仓 |
| CB | CHUBB LTD SWITZ | $413.17万 | 0.07% | 12,677 | -320 | -2.5% | -$10.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $412.67万 | 0.07% | 10,764 | -37 | -0.3% | -$1.42万 | 减仓 |
| COWZ | PACER FDS TR | $407.35万 | 0.07% | 65,113 | -3,227 | -4.7% | -$20.19万 | 减仓 |
| NEM | NEWMONT CORP | $404.99万 | 0.07% | 37,412 | -1,477 | -3.8% | -$15.99万 | 减仓 |
| XAR | SPDR SERIES TRUST | $404.59万 | 0.07% | 15,930 | -1,040 | -6.1% | -$26.41万 | 减仓 |
| SH | PROSHARES TR | $403.38万 | 0.07% | 106,349 | 106,349 | — | $403.38万 | 新建仓 |
| MQ | MARQETA INC | $396.97万 | 0.07% | 972,959 | 1,224 | 0.1% | $4,994 | 加仓 |
| DGRW | WISDOMTREE TR | $392.15万 | 0.07% | 44,644 | -271 | -0.6% | -$2.38万 | 减仓 |
| SMLF | ISHARES TR | $389.39万 | 0.07% | 51,582 | 11,128 | 27.5% | $84.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $389.08万 | 0.07% | 11,513 | 531 | 4.8% | $17.95万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $386.05万 | 0.07% | 35,872 | 3,632 | 11.3% | $39.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $382.39万 | 0.07% | 18,820 | 185 | 1.0% | $3.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $378.01万 | 0.07% | 129,990 | -1,043 | -0.8% | -$3.03万 | 减仓 |
| OEF | ISHARES TR | $376.78万 | 0.07% | 11,846 | -68,630 | -85.3% | -$2,182.90万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $375.24万 | 0.07% | 53,501 | -374 | -0.7% | -$2.62万 | 减仓 |
| EUSB | ISHARES TR | $371.75万 | 0.07% | 85,460 | 4,688 | 5.8% | $20.39万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $365.52万 | 0.07% | 24,680 | 1,522 | 6.6% | $22.54万 | 加仓 |
| GWW | WW GRAINGER INC | $365.32万 | 0.07% | 3,349 | 561 | 20.1% | $61.20万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $362.73万 | 0.07% | 168,788 | 19,033 | 12.7% | $40.90万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $359.95万 | 0.07% | 95,125 | -255 | -0.3% | -$9,649 | 减仓 |
| CMI | CUMMINS INC | $358.52万 | 0.07% | 6,663 | 346 | 5.5% | $18.62万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $356.60万 | 0.06% | 86,786 | 21,065 | 32.1% | $86.56万 | 加仓 |
| EFG | ISHARES TR | $355.81万 | 0.06% | 31,949 | 3,678 | 13.0% | $40.96万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $354.16万 | 0.06% | 64,580 | 29,787 | 85.6% | $163.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $351.73万 | 0.06% | 35,752 | 2,510 | 7.6% | $24.69万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $351.12万 | 0.06% | 59,735 | -376 | -0.6% | -$2.21万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $346.11万 | 0.06% | 7,788 | -458 | -5.6% | -$20.35万 | 减仓 |
| SDY | SPDR SERIES TRUST | $340.61万 | 0.06% | 23,339 | -118 | -0.5% | -$1.72万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $339.61万 | 0.06% | 11,833 | -3,311 | -21.9% | -$95.03万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $330.65万 | 0.06% | 199,068 | 2,451 | 1.2% | $4.07万 | 加仓 |
| LIN | LINDE PLC | $329.67万 | 0.06% | 6,650 | 734 | 12.4% | $36.39万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $328.69万 | 0.06% | 123,521 | 8,903 | 7.8% | $23.69万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $328.24万 | 0.06% | 59,296 | 3,062 | 5.4% | $16.95万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $323.75万 | 0.06% | 64,274 | 6,720 | 11.7% | $33.85万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $322.99万 | 0.06% | 4,734 | 28 | 0.6% | $1.91万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $322.21万 | 0.06% | 138,168 | -6,438 | -4.5% | -$15.01万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $322.19万 | 0.06% | 63,199 | 18,505 | 41.4% | $94.34万 | 加仓 |
| EME | EMCOR GROUP INC | $319.10万 | 0.06% | 4,322 | 3,633 | 527.3% | $268.23万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $319.00万 | 0.06% | 19,898 | -9,236 | -31.7% | -$148.07万 | 减仓 |
| AMLP | ALPS ETF TR | $318.63万 | 0.06% | 60,530 | 18,345 | 43.5% | $96.57万 | 加仓 |
| AME | AMETEK INC | $318.20万 | 0.06% | 14,844 | -302 | -2.0% | -$6.47万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $316.68万 | 0.06% | 24,690 | 1,147 | 4.9% | $14.71万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $316.04万 | 0.06% | 43,616 | 9,840 | 29.1% | $71.30万 | 加仓 |
| SO | SOUTHERN CO | $315.87万 | 0.06% | 32,726 | 4,820 | 17.3% | $46.52万 | 加仓 |
| NVS | NOVARTIS AG | $315.66万 | 0.06% | 20,665 | 165 | 0.8% | $2.52万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $313.78万 | 0.06% | 40,841 | 4,073 | 11.1% | $31.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $307.29万 | 0.06% | 54,311 | -7,328 | -11.9% | -$41.46万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $306.62万 | 0.06% | 49,575 | -22,609 | -31.3% | -$139.84万 | 减仓 |
| IGM | ISHARES TR | $306.21万 | 0.06% | 25,838 | 272 | 1.1% | $3.22万 | 加仓 |
| SYSB | ISHARES TR | $304.11万 | 0.06% | 34,169 | 2,055 | 6.4% | $18.29万 | 加仓 |
| INTC | INTEL CORP | $299.19万 | 0.05% | 67,798 | -2,443 | -3.5% | -$10.78万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $293.93万 | 0.05% | 105,539 | 1,178 | 1.1% | $3.28万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $292.02万 | 0.05% | 9,596 | -1,997 | -17.2% | -$60.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $290.78万 | 0.05% | 22,183 | 155 | 0.7% | $2.03万 | 加仓 |