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 |
|---|---|---|---|---|---|---|---|---|
| — | NVIDIA CORPORATION 看涨期权 | $612.28万 | 0.10% | 30,600 | 3,400 | 12.5% | $68.03万 | 加仓 |
| PEP | PEPSICO INC | $605.43万 | 0.10% | 44,714 | -1,968 | -4.2% | -$26.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $592.91万 | 0.09% | 12,415 | 902 | 7.8% | $43.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $589.61万 | 0.09% | 67,093 | -517 | -0.8% | -$4.54万 | 减仓 |
| ORCL | ORACLE CORP | $588.37万 | 0.09% | 40,148 | 2,404 | 6.4% | $35.23万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $586.67万 | 0.09% | 60,801 | -357 | -0.6% | -$3.44万 | 减仓 |
| XAR | SPDR SERIES TRUST | $580.07万 | 0.09% | 20,440 | 4,510 | 28.3% | $127.99万 | 加仓 |
| SHY | ISHARES TR | $579.64万 | 0.09% | 70,593 | -10,760 | -13.2% | -$88.35万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $576.71万 | 0.09% | 223,357 | 11,560 | 5.5% | $29.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $574.23万 | 0.09% | 23,632 | 850 | 3.7% | $20.65万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $574.08万 | 0.09% | 70,822 | -1,199 | -1.7% | -$9.72万 | 减仓 |
| CRM | SALESFORCE INC | $572.84万 | 0.09% | 36,566 | -1,238 | -3.3% | -$19.39万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $565.45万 | 0.09% | 100,115 | 12,980 | 14.9% | $73.31万 | 加仓 |
| WM | WASTE MGMT INC DEL | $559.85万 | 0.09% | 25,119 | -293 | -1.2% | -$6.53万 | 减仓 |
| SMLF | ISHARES TR | $559.83万 | 0.09% | 62,803 | 11,221 | 21.8% | $100.02万 | 加仓 |
| IUSV | ISHARES TR | $550.89万 | 0.09% | 50,013 | -347 | -0.7% | -$3.82万 | 减仓 |
| USMV | ISHARES TR | $550.72万 | 0.09% | 57,093 | -2,847 | -4.7% | -$27.46万 | 减仓 |
| SUSC | ISHARES TR | $547.05万 | 0.09% | 236,290 | -16,480 | -6.5% | -$38.15万 | 减仓 |
| NOW | SERVICENOW INC | $542.44万 | 0.09% | 54,637 | 907 | 1.7% | $9.00万 | 加仓 |
| SUB | ISHARES TR | $540.63万 | 0.09% | 50,778 | 3,832 | 8.2% | $40.80万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $534.36万 | 0.08% | 7,597 | -197 | -2.5% | -$13.86万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $528.46万 | 0.08% | 209,540 | 132,306 | 171.3% | $333.68万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $528.23万 | 0.08% | 69,798 | -13,898 | -16.6% | -$105.18万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $523.86万 | 0.08% | 105,067 | 4,081 | 4.0% | $20.35万 | 加仓 |
| HUT | HUT 8 CORP | $521.95万 | 0.08% | 45,212 | 45,212 | — | $521.95万 | 新建仓 |
| ETN | EATON CORP PLC | $516.79万 | 0.08% | 12,128 | -295 | -2.4% | -$12.57万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $514.77万 | 0.08% | 222,554 | 38,155 | 20.7% | $88.25万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $513.40万 | 0.08% | 65,897 | 3,380 | 5.4% | $26.33万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $512.26万 | 0.08% | 17,196 | 769 | 4.7% | $22.91万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $503.18万 | 0.08% | 111,569 | 151 | 0.1% | $6,810 | 加仓 |
| IOO | ISHARES TR | $501.76万 | 0.08% | 36,732 | -319 | -0.9% | -$4.36万 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $500.75万 | 0.08% | 6,800 | -6,500 | -48.9% | -$478.66万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $497.90万 | 0.08% | 39,409 | 858 | 2.2% | $10.84万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $496.54万 | 0.08% | 73,475 | 6,070 | 9.0% | $41.02万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $493.41万 | 0.08% | 133,825 | -18 | -0.0% | -$664 | 减仓 |
| CMI | CUMMINS INC | $487.67万 | 0.08% | 6,837 | 174 | 2.6% | $12.41万 | 加仓 |
| IEF | ISHARES TR | $486.56万 | 0.08% | 51,449 | -9,371 | -15.4% | -$88.62万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $481.08万 | 0.08% | 82,660 | -1,559 | -1.9% | -$9.07万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $479.20万 | 0.08% | 13,527 | 246 | 1.9% | $8.71万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $476.91万 | 0.08% | 55,785 | -362 | -0.6% | -$3.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $474.97万 | 0.07% | 88,598 | -1,889 | -2.1% | -$10.13万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $473.68万 | 0.07% | 141,565 | 4,032 | 2.9% | $13.49万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $470.45万 | 0.07% | 130,211 | 221 | 0.2% | $7,985 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $467.46万 | 0.07% | 30,297 | 589 | 2.0% | $9.09万 | 加仓 |
| GWW | WW GRAINGER INC | $461.19万 | 0.07% | 3,390 | 41 | 1.2% | $5.58万 | 加仓 |
| RMD | RESMED INC | $459.68万 | 0.07% | 23,587 | -822 | -3.4% | -$16.02万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $457.67万 | 0.07% | 193,274 | 24,486 | 14.5% | $57.98万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $455.02万 | 0.07% | 56,764 | 3,263 | 6.1% | $26.16万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $451.50万 | 0.07% | 14,567 | 4,971 | 51.8% | $154.08万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $446.72万 | 0.07% | 7,164 | -516 | -6.7% | -$32.18万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $445.49万 | 0.07% | 73,891 | 9,311 | 14.4% | $56.14万 | 加仓 |
| PAVE | GLOBAL X FDS | $441.92万 | 0.07% | 75,003 | 28,053 | 59.8% | $165.29万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $438.81万 | 0.07% | 8,834 | 2,380 | 36.9% | $118.22万 | 加仓 |
| EUSB | ISHARES TR | $434.35万 | 0.07% | 99,965 | 14,505 | 17.0% | $63.02万 | 加仓 |
| CB | CHUBB LIMITED | $433.13万 | 0.07% | 12,711 | 34 | 0.3% | $1.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $432.53万 | 0.07% | 27,370 | 2,690 | 10.9% | $42.51万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $431.78万 | 0.07% | 56,295 | 2,348 | 4.4% | $18.01万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $426.23万 | 0.07% | 44,343 | 727 | 1.7% | $6.99万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $425.89万 | 0.07% | 34,594 | -1,404 | -3.9% | -$17.28万 | 减仓 |
| IGM | ISHARES TR | $423.12万 | 0.07% | 25,866 | 28 | 0.1% | $4,580 | 加仓 |
| DGRW | WISDOMTREE TR | $418.69万 | 0.07% | 43,787 | -857 | -1.9% | -$8.19万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $418.18万 | 0.07% | 81,997 | 18,798 | 29.7% | $95.87万 | 加仓 |
| — | AMAZON COM INC 看涨期权 | $417.10万 | 0.07% | 17,500 | 17,500 | — | $417.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $415.95万 | 0.07% | 10,008 | 726 | 7.8% | $30.17万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $413.92万 | 0.07% | 10,408 | -104 | -1.0% | -$4.14万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $413.35万 | 0.07% | 88,644 | 1,858 | 2.1% | $8.66万 | 加仓 |
| NUBD | NUSHARES ETF TR | $409.40万 | 0.06% | 184,954 | -19,111 | -9.4% | -$42.30万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $400.62万 | 0.06% | 32,760 | -3,112 | -8.7% | -$38.06万 | 减仓 |
| ASML | ASML HLDG NV | $399.40万 | 0.06% | 2,008 | -29 | -1.4% | -$5.77万 | 减仓 |
| WTAI | WISDOMTREE TR | $398.43万 | 0.06% | 83,934 | 459 | 0.5% | $2.18万 | 加仓 |
| MQ | MARQETA INC | $395.12万 | 0.06% | 973,205 | 246 | 0.0% | $999 | 加仓 |
| ABT | ABBOTT LABORATORIES | $391.70万 | 0.06% | 43,168 | -17,779 | -29.2% | -$161.32万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $390.73万 | 0.06% | 8,517 | 729 | 9.4% | $33.44万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $390.68万 | 0.06% | 62,121 | 2,386 | 4.0% | $15.01万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $390.48万 | 0.06% | 67,767 | -4,237 | -5.9% | -$24.41万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $386.26万 | 0.06% | 6,698 | -371 | -5.2% | -$21.39万 | 减仓 |
| — | MICRON TECHNOLOGY INC 看涨期权 | $380.92万 | 0.06% | 3,300 | -4,200 | -56.0% | -$484.80万 | 减仓 |
| SH | PROSHARES TR | $375.78万 | 0.06% | 113,804 | 7,455 | 7.0% | $24.62万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $373.43万 | 0.06% | 34,737 | -1,015 | -2.8% | -$10.91万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $372.15万 | 0.06% | 11,830 | -3 | -0.0% | -$944 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $370.66万 | 0.06% | 48,263 | 7,422 | 18.2% | $57.00万 | 加仓 |
| LIN | LINDE PLC | $370.31万 | 0.06% | 7,136 | 486 | 7.3% | $25.22万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $369.96万 | 0.06% | 67,046 | 7,750 | 13.1% | $42.76万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $369.95万 | 0.06% | 139,605 | 16,084 | 13.0% | $42.62万 | 加仓 |
| PFE | PFIZER INC | $367.92万 | 0.06% | 152,791 | 3,427 | 2.3% | $8.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $365.01万 | 0.06% | 50,584 | -8,397 | -14.2% | -$60.59万 | 减仓 |
| COWZ | PACER FDS TR | $361.58万 | 0.06% | 58,132 | -6,981 | -10.7% | -$43.42万 | 减仓 |
| AME | AMETEK INC | $359.89万 | 0.06% | 14,875 | 31 | 0.2% | $7,500 | 加仓 |
| NEM | NEWMONT CORP | $356.77万 | 0.06% | 38,198 | 786 | 2.1% | $7.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $355.30万 | 0.06% | 96,653 | 1,528 | 1.6% | $5.62万 | 加仓 |
| CVS | CVS HEALTH CORP | $353.64万 | 0.06% | 34,184 | 1,190 | 3.6% | $12.31万 | 加仓 |
| ESGE | ISHARES INC | $352.80万 | 0.06% | 64,509 | 1,356 | 2.1% | $7.42万 | 加仓 |
| SDY | SPDR SERIES TRUST | $352.68万 | 0.06% | 23,175 | -164 | -0.7% | -$2.50万 | 减仓 |
| MOD | MODINE MFG CO | $351.40万 | 0.06% | 13,160 | 41 | 0.3% | $1.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $347.01万 | 0.05% | 5,433 | -777 | -12.5% | -$49.63万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $345.65万 | 0.05% | 65,082 | -70,497 | -52.0% | -$374.41万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $342.05万 | 0.05% | 23,387 | -1,303 | -5.3% | -$19.06万 | 减仓 |
| APH | AMPHENOL CORP | $342.03万 | 0.05% | 19,398 | -135 | -0.7% | -$2.38万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $341.86万 | 0.05% | 124,858 | 124,858 | — | $341.86万 | 新建仓 |
| HON | HONEYWELL INTL INC | $341.50万 | 0.05% | 15,253 | -10,195 | -40.1% | -$228.26万 | 减仓 |