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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $340.76万 | 0.05% | 9,314 | -2,532 | -21.4% | -$92.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $340.73万 | 0.05% | 11,431 | 1,287 | 12.7% | $38.36万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $340.11万 | 0.05% | 55,949 | 1,638 | 3.0% | $9.96万 | 加仓 |
| ACM | AECOM | $339.38万 | 0.05% | 48,622 | -1,722 | -3.4% | -$12.02万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $333.54万 | 0.05% | 90,537 | 40,068 | 79.4% | $147.61万 | 加仓 |
| PWR | QUANTA SVCS INC | $331.72万 | 0.05% | 4,607 | 2,831 | 159.4% | $203.84万 | 加仓 |
| SO | SOUTHERN CO | $327.87万 | 0.05% | 34,256 | 1,530 | 4.7% | $14.64万 | 加仓 |
| EMR | EMERSON ELEC CO | $326.57万 | 0.05% | 22,813 | 908 | 4.1% | $13.00万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $324.60万 | 0.05% | 64,290 | 16 | 0.0% | $808 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $322.74万 | 0.05% | 23,590 | 1,407 | 6.3% | $19.25万 | 加仓 |
| NVS | NOVARTIS AG | $322.27万 | 0.05% | 20,563 | -102 | -0.5% | -$1.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $320.92万 | 0.05% | 17,739 | 1,951 | 12.4% | $35.30万 | 加仓 |
| CI | THE CIGNA GROUP | $320.91万 | 0.05% | 11,641 | 834 | 7.7% | $22.99万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $320.78万 | 0.05% | 21,955 | 2,732 | 14.2% | $39.92万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $320.48万 | 0.05% | 103,049 | -2,490 | -2.4% | -$7.74万 | 减仓 |
| AMLP | ALPS ETF TR | $319.87万 | 0.05% | 61,691 | 1,161 | 1.9% | $6.02万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $319.27万 | 0.05% | 64,786 | 2,839 | 4.6% | $13.99万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $319.00万 | 0.05% | 105,629 | 180 | 0.2% | $5,436 | 加仓 |
| T | AT&T INC | $317.42万 | 0.05% | 153,344 | 1,581 | 1.0% | $3.27万 | 加仓 |
| SYSB | ISHARES TR | $316.29万 | 0.05% | 35,652 | 1,483 | 4.3% | $13.16万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $314.97万 | 0.05% | 55,876 | 2,175 | 4.1% | $12.26万 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $310.87万 | 0.05% | 60,715 | 8,816 | 17.0% | $45.14万 | 加仓 |
| BOXX | EA SERIES TRUST | $307.20万 | 0.05% | 26,236 | 5,075 | 24.0% | $59.42万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $305.38万 | 0.05% | 17,649 | 699 | 4.1% | $12.09万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $303.04万 | 0.05% | 129,284 | -8,884 | -6.4% | -$20.82万 | 减仓 |
| FALN | ISHARES TR | $300.77万 | 0.05% | 110,414 | 16,984 | 18.2% | $46.26万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $299.06万 | 0.05% | 19,503 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $297.57万 | 0.05% | 30,858 | -943 | -3.0% | -$9.09万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $297.52万 | 0.05% | 13,458 | 13,458 | — | $297.52万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $296.89万 | 0.05% | 17,450 | 17,450 | — | $296.89万 | 新建仓 |
| IGF | ISHARES TR | $293.03万 | 0.05% | 43,999 | 1,733 | 4.1% | $11.54万 | 加仓 |
| EWY | ISHARES INC | $292.18万 | 0.05% | 14,472 | -4,242 | -22.7% | -$85.64万 | 减仓 |
| AOA | ISHARES TR | $291.07万 | 0.05% | 29,823 | -670 | -2.2% | -$6.54万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $290.58万 | 0.05% | 59,449 | -86 | -0.1% | -$4,204 | 减仓 |
| EAGG | ISHARES TR | $290.41万 | 0.05% | 61,255 | 8,647 | 16.4% | $41.00万 | 加仓 |
| SLV | ISHARES SILVER TR | $287.42万 | 0.05% | 53,754 | -7,684 | -12.5% | -$41.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $281.12万 | 0.04% | 27,510 | -684 | -2.4% | -$6.99万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $280.28万 | 0.04% | 49,916 | 16,234 | 48.2% | $91.15万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $277.48万 | 0.04% | 49,933 | 119 | 0.2% | $6,613 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $276.23万 | 0.04% | 82,976 | -46,834 | -36.1% | -$155.91万 | 减仓 |
| TJX | TJX COS INC NEW | $276.11万 | 0.04% | 18,225 | 734 | 4.2% | $11.12万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $275.84万 | 0.04% | 20,859 | 38 | 0.2% | $5,025 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $274.40万 | 0.04% | 12,253 | -6,567 | -34.9% | -$147.06万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $273.20万 | 0.04% | 67,316 | 7,576 | 12.7% | $30.75万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $271.22万 | 0.04% | 54,484 | 12,335 | 29.3% | $61.40万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $270.72万 | 0.04% | 13,494 | 702 | 5.5% | $14.08万 | 加仓 |
| CLSK | CLEANSPARK INC | $268.97万 | 0.04% | 184,857 | 172,280 | 1,369.8% | $250.67万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $266.77万 | 0.04% | 9,180 | 792 | 9.4% | $23.02万 | 加仓 |
| USXF | ISHARES TR | $266.32万 | 0.04% | 38,347 | 2,658 | 7.4% | $18.46万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $265.97万 | 0.04% | 52,099 | 39,761 | 322.3% | $202.98万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $265.83万 | 0.04% | 50,385 | -1,850 | -3.5% | -$9.76万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $265.65万 | 0.04% | 7,715 | 373 | 5.1% | $12.84万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $264.56万 | 0.04% | 36,068 | 605 | 1.7% | $4.44万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $261.13万 | 0.04% | 85,308 | -4,313 | -4.8% | -$13.20万 | 减仓 |
| BLK | BLACKROCK INC | $260.05万 | 0.04% | 2,704 | 60 | 2.3% | $5.77万 | 加仓 |
| IYJ | ISHARES TR | $259.33万 | 0.04% | 15,561 | -1,200 | -7.2% | -$20.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $259.28万 | 0.04% | 20,484 | 1,872 | 10.1% | $23.70万 | 加仓 |
| FTNT | FORTINET INC | $255.21万 | 0.04% | 16,613 | 3,363 | 25.4% | $51.66万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $254.27万 | 0.04% | 71,643 | -415 | -0.6% | -$1.47万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $253.09万 | 0.04% | 87,392 | -1,402 | -1.6% | -$4.06万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $252.60万 | 0.04% | 47,347 | 10,807 | 29.6% | $57.66万 | 加仓 |
| SHYG | ISHARES TR | $250.14万 | 0.04% | 58,982 | 7,411 | 14.4% | $31.43万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $248.85万 | 0.04% | 10,107 | 141 | 1.4% | $3.47万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $248.44万 | 0.04% | 68,010 | 4,754 | 7.5% | $17.37万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $247.54万 | 0.04% | 16,915 | 2 | 0.0% | $293 | 加仓 |
| — | ISHARES TR | $246.98万 | 0.04% | 42,276 | 3,947 | 10.3% | $23.06万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $246.33万 | 0.04% | 216,361 | -519 | -0.2% | -$5,909 | 减仓 |
| UNP | UNION PAC CORP | $245.79万 | 0.04% | 9,036 | 470 | 5.5% | $12.78万 | 加仓 |
| ACWV | ISHARES INC | $245.26万 | 0.04% | 20,399 | -166 | -0.8% | -$2.00万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $244.99万 | 0.04% | 4,810 | 76 | 1.6% | $3.87万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $244.75万 | 0.04% | 44,810 | -4,765 | -9.6% | -$26.03万 | 减仓 |
| ECL | ECOLAB INC | $244.72万 | 0.04% | 8,784 | 691 | 8.5% | $19.25万 | 加仓 |
| DVY | ISHARES TR | $244.64万 | 0.04% | 15,652 | 2,653 | 20.4% | $41.47万 | 加仓 |
| FEGE | RBB FUND TRUST | $244.56万 | 0.04% | 49,991 | -415 | -0.8% | -$2.03万 | 减仓 |
| AIQ | GLOBAL X FDS | $244.41万 | 0.04% | 37,252 | -1,642 | -4.2% | -$10.77万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $244.04万 | 0.04% | 65,426 | 65,426 | — | $244.04万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $241.95万 | 0.04% | 59,534 | 3,332 | 5.9% | $13.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $241.48万 | 0.04% | 26,598 | -986 | -3.6% | -$8.95万 | 减仓 |
| MCK | MCKESSON CORP | $240.70万 | 0.04% | 3,186 | 212 | 7.1% | $16.02万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $240.68万 | 0.04% | 184,993 | -14,075 | -7.1% | -$18.31万 | 减仓 |
| SHEL | SHELL PLC | $239.25万 | 0.04% | 30,855 | 203 | 0.7% | $1.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $236.72万 | 0.04% | 52,209 | -143,765 | -73.4% | -$651.83万 | 减仓 |
| — | DARLING INGREDIENTS INC 看涨期权 | $231.04万 | 0.04% | 42,300 | -6,600 | -13.5% | -$36.05万 | 减仓 |
| MTUM | ISHARES TR | $230.50万 | 0.04% | 6,723 | -691 | -9.3% | -$23.69万 | 减仓 |
| DXJ | WISDOMTREE TR | $230.34万 | 0.04% | 13,274 | 36 | 0.3% | $6,247 | 加仓 |
| SNOW | SNOWFLAKE INC | $228.97万 | 0.04% | 8,997 | 693 | 8.3% | $17.64万 | 加仓 |
| ITOT | ISHARES TR | $227.15万 | 0.04% | 13,828 | -5,130 | -27.1% | -$84.27万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $227.04万 | 0.04% | 25,642 | -1,108 | -4.1% | -$9.81万 | 减仓 |
| ICSH | ISHARES TR | $226.84万 | 0.04% | 44,848 | 6,143 | 15.9% | $31.07万 | 加仓 |
| BA | BOEING CO | $226.79万 | 0.04% | 10,477 | 551 | 5.6% | $11.93万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.04% | 3 | 1 | 50.0% | $74.89万 | 加仓 |
| FAST | FASTENAL CO | $224.61万 | 0.04% | 46,764 | 2,438 | 5.5% | $11.71万 | 加仓 |
| AZN | ASTRAZENECA PLC | $222.98万 | 0.04% | 11,759 | -12 | -0.1% | -$2,275 | 减仓 |
| IEI | ISHARES TR | $222.95万 | 0.04% | 18,982 | -2,912 | -13.3% | -$34.20万 | 减仓 |
| SNDK | SANDISK CORP | $221.71万 | 0.03% | 975 | -855 | -46.7% | -$194.43万 | 减仓 |
| — | SPDR GOLD TR 看涨期权 | $221.03万 | 0.03% | 6,000 | 6,000 | — | $221.03万 | 新建仓 |
| D | DOMINION ENERGY INC | $220.73万 | 0.03% | 32,322 | 1,828 | 6.0% | $12.48万 | 加仓 |
| VMI | VALMONT INDS INC | $220.20万 | 0.03% | 3,812 | -60 | -1.5% | -$3.47万 | 减仓 |
| SRE | SEMPRA | $219.55万 | 0.03% | 23,682 | 462 | 2.0% | $4.28万 | 加仓 |
| AZO | AUTOZONE INC | $216.41万 | 0.03% | 677 | -2 | -0.3% | -$6,393 | 减仓 |