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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $289.50万 | 0.05% | 8,388 | 527 | 6.7% | $18.19万 | 加仓 |
| CI | THE CIGNA GROUP | $288.29万 | 0.05% | 10,807 | 106 | 1.0% | $2.83万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $288.20万 | 0.05% | 6,454 | 410 | 6.8% | $18.31万 | 加仓 |
| ESGE | ISHARES INC | $287.16万 | 0.05% | 63,153 | 2,357 | 3.9% | $10.72万 | 加仓 |
| EMR | EMERSON ELEC CO | $287.00万 | 0.05% | 21,905 | 237 | 1.1% | $3.11万 | 加仓 |
| SHEL | SHELL PLC | $285.06万 | 0.05% | 30,652 | 604 | 2.0% | $5.62万 | 加仓 |
| MOD | MODINE MFG CO | $284.30万 | 0.05% | 13,119 | -2,052 | -13.5% | -$44.47万 | 减仓 |
| ZTS | ZOETIS INC | $283.89万 | 0.05% | 24,016 | 309 | 1.3% | $3.65万 | 加仓 |
| IGF | ISHARES TR | $283.18万 | 0.05% | 42,266 | -2,724 | -6.1% | -$18.25万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $282.08万 | 0.05% | 31,801 | -640 | -2.0% | -$5.68万 | 减仓 |
| TJX | TJX COS INC NEW | $279.33万 | 0.05% | 17,491 | 116 | 0.7% | $1.85万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $276.86万 | 0.05% | 50,402 | 5,494 | 12.2% | $30.18万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $275.43万 | 0.05% | 105,449 | 1,177 | 1.1% | $3.07万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $270.21万 | 0.05% | 89,621 | 81,151 | 958.1% | $244.67万 | 加仓 |
| ITOT | ISHARES TR | $270.01万 | 0.05% | 18,958 | 892 | 4.9% | $12.70万 | 加仓 |
| AOA | ISHARES TR | $269.83万 | 0.05% | 30,493 | 2,024 | 7.1% | $17.91万 | 加仓 |
| ASML | ASML HLDG NV | $268.99万 | 0.05% | 2,037 | 82 | 4.2% | $10.83万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $263.52万 | 0.05% | 61,947 | 1,167 | 1.9% | $4.96万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $262.91万 | 0.05% | 51,899 | 21,363 | 70.0% | $108.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $261.03万 | 0.05% | 15,788 | 568 | 3.7% | $9.39万 | 加仓 |
| IEI | ISHARES TR | $259.66万 | 0.05% | 21,894 | -689 | -3.1% | -$8.17万 | 减仓 |
| MCK | MCKESSON CORP | $257.33万 | 0.05% | 2,974 | 1,690 | 131.6% | $146.23万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $255.59万 | 0.05% | 52,235 | 844 | 1.6% | $4.13万 | 加仓 |
| BLK | BLACKROCK INC | $254.29万 | 0.05% | 2,644 | 26 | 1.0% | $2.50万 | 加仓 |
| SBUX | STARBUCKS CORP | $252.59万 | 0.05% | 28,194 | -9,365 | -24.9% | -$83.90万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $252.25万 | 0.05% | 59,535 | 6,754 | 12.8% | $28.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $251.72万 | 0.05% | 19,223 | 1,279 | 7.1% | $16.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $251.17万 | 0.05% | 9,282 | -1,675 | -15.3% | -$45.33万 | 减仓 |
| EAGG | ISHARES TR | $250.15万 | 0.05% | 52,608 | 5,727 | 12.2% | $27.23万 | 加仓 |
| FALN | ISHARES TR | $249.65万 | 0.05% | 93,430 | 1,059 | 1.1% | $2.83万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $249.49万 | 0.05% | 53,701 | 5,072 | 10.4% | $23.56万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $249.27万 | 0.05% | 49,814 | 2,335 | 4.9% | $11.68万 | 加仓 |
| IYJ | ISHARES TR | $247.30万 | 0.04% | 16,761 | -60 | -0.4% | -$8,853 | 减仓 |
| APH | AMPHENOL CORP | $246.79万 | 0.04% | 19,533 | 1,373 | 7.6% | $17.35万 | 加仓 |
| BOXX | EA SERIES TRUST | $246.08万 | 0.04% | 21,161 | 17,650 | 502.7% | $205.25万 | 加仓 |
| ACWV | ISHARES INC | $245.77万 | 0.04% | 20,565 | -1,037 | -4.8% | -$12.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $243.71万 | 0.04% | 18,612 | 3,279 | 21.4% | $42.94万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $242.19万 | 0.04% | 59,740 | -598 | -1.0% | -$2.42万 | 减仓 |
| PAVE | GLOBAL X FDS | $238.55万 | 0.04% | 46,950 | 21,982 | 88.0% | $111.69万 | 加仓 |
| CVS | CVS HEALTH CORP | $236.96万 | 0.04% | 32,994 | -894 | -2.6% | -$6.42万 | 减仓 |
| FEGE | RBB FUND TRUST | $236.91万 | 0.04% | 50,406 | 1,845 | 3.8% | $8.67万 | 加仓 |
| WTAI | WISDOMTREE TR | $235.65万 | 0.04% | 83,475 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $235.35万 | 0.04% | 7,342 | 408 | 5.9% | $13.08万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $234.88万 | 0.04% | 72,058 | -3,659 | -4.8% | -$11.93万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $233.76万 | 0.04% | 20,821 | 12 | 0.1% | $1,347 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $233.37万 | 0.04% | 12,792 | -630 | -4.7% | -$11.49万 | 减仓 |
| AZN | ASTRAZENECA PLC | $232.15万 | 0.04% | 11,771 | 11,771 | — | $232.15万 | 新建仓 |
| EWY | ISHARES INC | $230.20万 | 0.04% | 18,714 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $229.40万 | 0.04% | 679 | 296 | 77.3% | $100.00万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $226.54万 | 0.04% | 176,022 | 176,022 | — | $226.54万 | 新建仓 |
| SRE | SEMPRA | $225.62万 | 0.04% | 23,220 | -152 | -0.7% | -$1.48万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $224.04万 | 0.04% | 216,880 | 4,225 | 2.0% | $4.36万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $223.99万 | 0.04% | 46,356 | 4,322 | 10.3% | $20.88万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $222.87万 | 0.04% | 88,794 | 2,119 | 2.4% | $5.32万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $220.50万 | 0.04% | 26,750 | 2,519 | 10.4% | $20.76万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $218.28万 | 0.04% | 19,503 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $218.20万 | 0.04% | 51,571 | -5,514 | -9.7% | -$23.33万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $218.08万 | 0.04% | 27,584 | 508 | 1.9% | $4.02万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $216.90万 | 0.04% | 16,913 | 2 | 0.0% | $256 | 加仓 |
| CMCSA | COMCAST CORP NEW | $216.75万 | 0.04% | 75,496 | -18,165 | -19.4% | -$52.15万 | 减仓 |
| ECL | ECOLAB INC | $215.30万 | 0.04% | 8,093 | 556 | 7.4% | $14.79万 | 加仓 |
| FDX | FEDEX CORP | $214.45万 | 0.04% | 6,021 | -291 | -4.6% | -$10.36万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $213.73万 | 0.04% | 53,245 | -67,881 | -56.0% | -$272.47万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $213.62万 | 0.04% | 63,256 | -753 | -1.2% | -$2.54万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $211.32万 | 0.04% | 13,066 | -5,435 | -29.4% | -$87.90万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $210.94万 | 0.04% | 121,791 | -3,975 | -3.2% | -$6.88万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $209.94万 | 0.04% | 42,149 | 2,502 | 6.3% | $12.46万 | 加仓 |
| DXJ | WISDOMTREE TR | $209.93万 | 0.04% | 13,238 | 135 | 1.0% | $2.14万 | 加仓 |
| SAP | SAP SE | $208.71万 | 0.04% | 12,190 | -3,711 | -23.3% | -$63.54万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $208.30万 | 0.04% | 20,954 | -371 | -1.7% | -$3.69万 | 减仓 |
| UNP | UNION PAC CORP | $207.83万 | 0.04% | 8,566 | 190 | 2.3% | $4.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $207.39万 | 0.04% | 9,966 | -940 | -8.6% | -$19.56万 | 减仓 |
| SLB | SLB LIMITED | $205.91万 | 0.04% | 40,068 | -247 | -0.6% | -$1.27万 | 减仓 |
| FAST | FASTENAL CO | $205.67万 | 0.04% | 44,326 | 9,710 | 28.1% | $45.05万 | 加仓 |
| SYM | SYMBOTIC INC | $205.25万 | 0.04% | 38,580 | 8,555 | 28.5% | $45.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $203.01万 | 0.04% | 4,773 | 143 | 3.1% | $6.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $199.69万 | 0.04% | 35,463 | 1,370 | 4.0% | $7.71万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $198.99万 | 0.04% | 16,950 | -869 | -4.9% | -$10.20万 | 减仓 |
| BA | BOEING CO | $197.55万 | 0.04% | 9,926 | 416 | 4.4% | $8.28万 | 加仓 |
| USXF | ISHARES TR | $197.00万 | 0.04% | 35,689 | 3,133 | 9.6% | $17.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $196.94万 | 0.04% | 10,144 | 102 | 1.0% | $1.98万 | 加仓 |
| DVY | ISHARES TR | $196.82万 | 0.04% | 12,999 | 1,292 | 11.0% | $19.56万 | 加仓 |
| TIP | ISHARES TR | $196.23万 | 0.04% | 17,781 | -1,226 | -6.5% | -$13.53万 | 减仓 |
| ICSH | ISHARES TR | $195.92万 | 0.04% | 38,705 | 17,929 | 86.3% | $90.76万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $194.48万 | 0.04% | 77,234 | 19,942 | 34.8% | $50.21万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $194.18万 | 0.04% | 56,202 | 1,901 | 3.5% | $6.57万 | 加仓 |
| VALE | VALE S A | $188.75万 | 0.03% | 118,633 | 22,570 | 23.5% | $35.91万 | 加仓 |
| D | DOMINION ENERGY INC | $188.51万 | 0.03% | 30,494 | 4,409 | 16.9% | $27.26万 | 加仓 |
| INTU | INTUIT | $188.06万 | 0.03% | 4,349 | -3,158 | -42.1% | -$136.56万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $187.61万 | 0.03% | 89,507 | 9,996 | 12.6% | $20.95万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $186.75万 | 0.03% | 25,010 | 17 | 0.1% | $1,269 | 加仓 |
| SYK | STRYKER CORPORATION | $185.92万 | 0.03% | 5,658 | 271 | 5.0% | $8.91万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $185.60万 | 0.03% | 9,144 | -249 | -2.7% | -$5.05万 | 减仓 |
| HYLB | DBX ETF TR | $184.04万 | 0.03% | 50,896 | 2,663 | 5.5% | $9.63万 | 加仓 |
| PL | PLANET LABS PBC | $184.01万 | 0.03% | 65,837 | -75,166 | -53.3% | -$210.09万 | 减仓 |
| — | ISHARES TR | $182.98万 | 0.03% | 38,329 | 38,329 | — | $182.98万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $182.80万 | 0.03% | 25,485 | 385 | 1.5% | $2.76万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $182.68万 | 0.03% | 36,540 | 12,780 | 53.8% | $63.89万 | 加仓 |
| AIQ | GLOBAL X FDS | $181.52万 | 0.03% | 38,894 | 4,570 | 13.3% | $21.33万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $181.18万 | 0.03% | 35,641 | -3,573 | -9.1% | -$18.16万 | 减仓 |