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 |
|---|---|---|---|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW | $215.71万 | 0.03% | 84,295 | 59 | 0.1% | $1,510 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $210.19万 | 0.03% | 41,524 | 12,419 | 42.7% | $62.87万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $209.61万 | 0.03% | 25,457 | -28 | -0.1% | -$2,306 | 减仓 |
| HYLB | DBX ETF TR | $208.70万 | 0.03% | 57,146 | 6,250 | 12.3% | $22.82万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $208.61万 | 0.03% | 79,682 | 22,970 | 40.5% | $60.14万 | 加仓 |
| SLB | SLB LIMITED | $204.96万 | 0.03% | 44,086 | 4,018 | 10.0% | $18.68万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $204.93万 | 0.03% | 11,064 | -2,002 | -15.3% | -$37.08万 | 减仓 |
| — | ISHARES TR | $204.88万 | 0.03% | 92,520 | 15,176 | 19.6% | $33.61万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $204.44万 | 0.03% | 5,766 | 25 | 0.4% | $8,864 | 加仓 |
| ADI | ANALOG DEVICES INC | $203.45万 | 0.03% | 5,122 | 153 | 3.1% | $6.08万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $201.97万 | 0.03% | 39,868 | 4,227 | 11.9% | $21.41万 | 加仓 |
| EBND | SPDR SERIES TRUST | $201.18万 | 0.03% | 96,166 | 11,598 | 13.7% | $24.26万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $199.54万 | 0.03% | 16,750 | -75 | -0.4% | -$8,935 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $197.80万 | 0.03% | 4,584 | 515 | 12.7% | $22.22万 | 加仓 |
| HEFA | ISHARES TR | $197.22万 | 0.03% | 42,028 | 19,445 | 86.1% | $91.25万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $195.94万 | 0.03% | 17,958 | 595 | 3.4% | $6.49万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $195.69万 | 0.03% | 48,570 | -4,675 | -8.8% | -$18.84万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $195.52万 | 0.03% | 21,327 | 1,587 | 8.0% | $14.55万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $194.43万 | 0.03% | 146,185 | -12 | -0.0% | -$160 | 减仓 |
| WMB | WILLIAMS COS INC | $193.89万 | 0.03% | 26,082 | 1,548 | 6.3% | $11.51万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $193.01万 | 0.03% | 25,629 | -361 | -1.4% | -$2.72万 | 减仓 |
| TIP | ISHARES TR | $192.64万 | 0.03% | 17,604 | -177 | -1.0% | -$1.94万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $190.25万 | 0.03% | 119,802 | -1,989 | -1.6% | -$3.16万 | 减仓 |
| SPGI | S&P GLOBAL INC | $189.91万 | 0.03% | 4,663 | -110 | -2.3% | -$4.48万 | 减仓 |
| FDX | FEDEX CORP | $189.28万 | 0.03% | 6,045 | 24 | 0.4% | $7,515 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $187.90万 | 0.03% | 90,100 | 593 | 0.7% | $1.24万 | 加仓 |
| VALE | VALE S A | $187.00万 | 0.03% | 124,333 | 5,700 | 4.8% | $8.57万 | 加仓 |
| — | VANECK ETF TRUST | $185.24万 | 0.03% | 44,948 | -186 | -0.4% | -$7,665 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $184.19万 | 0.03% | 43,169 | 71 | 0.2% | $3,029 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $183.90万 | 0.03% | 8,223 | 266 | 3.3% | $5.95万 | 加仓 |
| GM | GENERAL MTRS CO | $181.93万 | 0.03% | 23,603 | 556 | 2.4% | $4.29万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $181.92万 | 0.03% | 74,251 | -101,771 | -57.8% | -$249.34万 | 减仓 |
| EVUS | ISHARES TR | $181.47万 | 0.03% | 51,686 | 5,698 | 12.4% | $20.01万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $181.45万 | 0.03% | 14,944 | -64 | -0.4% | -$7,771 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $180.74万 | 0.03% | 56,730 | 8,618 | 17.9% | $27.46万 | 加仓 |
| AOR | ISHARES TR | $180.61万 | 0.03% | 25,987 | 2,037 | 8.5% | $14.16万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $178.14万 | 0.03% | 30,775 | -19,627 | -38.9% | -$113.61万 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $177.90万 | 0.03% | 35,131 | 35,131 | — | $177.90万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $176.49万 | 0.03% | 14,833 | 23 | 0.2% | $2,737 | 加仓 |
| MELI | MERCADOLIBRE INC | $176.19万 | 0.03% | 1,038 | 57 | 5.8% | $9.68万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $173.79万 | 0.03% | 25,118 | 687 | 2.8% | $4.75万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $173.66万 | 0.03% | 36,180 | -1,671 | -4.4% | -$8.02万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $173.17万 | 0.03% | 1,795 | -107 | -5.6% | -$10.32万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $170.79万 | 0.03% | 28,329 | 3,783 | 15.4% | $22.81万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $170.26万 | 0.03% | 3,466 | -309 | -8.2% | -$15.18万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $170.12万 | 0.03% | 21,875 | -501 | -2.2% | -$3.90万 | 减仓 |
| RIO | RIO TINTO PLC | $168.80万 | 0.03% | 17,781 | 313 | 1.8% | $2.97万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $168.67万 | 0.03% | 25,059 | 49 | 0.2% | $3,298 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $168.66万 | 0.03% | 60,887 | -194 | -0.3% | -$5,374 | 减仓 |
| AI | C3 AI INC | $167.11万 | 0.03% | 183,834 | 34 | 0.0% | $309 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $167.01万 | 0.03% | 31,217 | 31,217 | — | $167.01万 | 新建仓 |
| HEI | HEICO CORP NEW | $166.16万 | 0.03% | 4,665 | 170 | 3.8% | $6.06万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $166.09万 | 0.03% | 9,721 | 9,721 | — | $166.09万 | 新建仓 |
| SCZ | ISHARES TR | $164.21万 | 0.03% | 19,960 | 64 | 0.3% | $5,265 | 加仓 |
| CMCSA | COMCAST CORP NEW | $163.64万 | 0.03% | 66,656 | -8,840 | -11.7% | -$21.70万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $160.83万 | 0.03% | 40,531 | 882 | 2.2% | $3.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $159.47万 | 0.03% | 4,637 | -2 | -0.0% | -$688 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $157.42万 | 0.02% | 3,180 | 252 | 8.6% | $12.47万 | 加仓 |
| ARKG | ARK ETF TR | $157.00万 | 0.02% | 37,327 | 373 | 1.0% | $1.57万 | 加仓 |
| NN | NEXTNAV INC | $156.43万 | 0.02% | 87,735 | 39,900 | 83.4% | $71.14万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $155.10万 | 0.02% | 14,020 | 1,276 | 10.0% | $14.12万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $151.96万 | 0.02% | 5,502 | 463 | 9.2% | $12.79万 | 加仓 |
| ARW | ARROW ELECTRS INC | $151.93万 | 0.02% | 7,119 | -302 | -4.1% | -$6.44万 | 减仓 |
| SYK | STRYKER CORPORATION | $150.82万 | 0.02% | 4,791 | -867 | -15.3% | -$27.29万 | 减仓 |
| VHT | VANGUARD WORLD FD | $150.07万 | 0.02% | 5,019 | -142 | -2.8% | -$4.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $149.37万 | 0.02% | 2,859 | -46 | -1.6% | -$2.40万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $148.88万 | 0.02% | 24,314 | 753 | 3.2% | $4.61万 | 加仓 |
| YUM | YUM BRANDS INC | $147.73万 | 0.02% | 9,241 | 8 | 0.1% | $1,279 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $147.02万 | 0.02% | 4,630 | 185 | 4.2% | $5.87万 | 加仓 |
| TFI | SPDR SERIES TRUST | $146.39万 | 0.02% | 31,962 | 25,825 | 420.8% | $118.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $146.12万 | 0.02% | 8,767 | 1,755 | 25.0% | $29.25万 | 加仓 |
| SAP | SAP SE | $146.06万 | 0.02% | 9,477 | -2,713 | -22.3% | -$41.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $145.97万 | 0.02% | 1,492 | 236 | 18.8% | $23.09万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $145.88万 | 0.02% | 21,964 | 1,010 | 4.8% | $6.71万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $145.32万 | 0.02% | 46,090 | 4,073 | 9.7% | $12.84万 | 加仓 |
| HYG | ISHARES TR | $145.08万 | 0.02% | 18,142 | -34 | -0.2% | -$2,719 | 减仓 |
| FIX | COMFORT SYS USA INC | $144.87万 | 0.02% | 731 | -129 | -15.0% | -$25.57万 | 减仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $144.86万 | 0.02% | 36,126 | -1,279 | -3.4% | -$5.13万 | 减仓 |
| DMXF | ISHARES TR | $143.51万 | 0.02% | 16,963 | 1,891 | 12.5% | $16.00万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $142.36万 | 0.02% | 24,686 | -21,670 | -46.7% | -$124.97万 | 减仓 |
| CSX | CSX CORP | $142.26万 | 0.02% | 29,930 | 2,164 | 7.8% | $10.29万 | 加仓 |
| CNA | CNA FINL CORP | $141.82万 | 0.02% | 29,176 | 15,995 | 121.3% | $77.75万 | 加仓 |
| TGT | TARGET CORP | $140.15万 | 0.02% | 10,731 | 337 | 3.2% | $4.40万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $139.98万 | 0.02% | 13,577 | -980 | -6.7% | -$10.10万 | 减仓 |
| USB | US BANCORP | $139.97万 | 0.02% | 23,174 | 94 | 0.4% | $5,678 | 加仓 |
| COIN | COINBASE GLOBAL INC | $139.49万 | 0.02% | 9,542 | 2,601 | 37.5% | $38.02万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $138.43万 | 0.02% | 35,450 | 6,150 | 21.0% | $24.02万 | 加仓 |
| EXC | EXELON CORP | $138.17万 | 0.02% | 29,638 | 2,721 | 10.1% | $12.69万 | 加仓 |
| — | NUSHARES ETF TR | $136.83万 | 0.02% | 65,074 | 5,294 | 8.9% | $11.13万 | 加仓 |
| TER | TERADYNE INC | $136.45万 | 0.02% | 2,820 | -433 | -13.3% | -$20.95万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $135.84万 | 0.02% | 33,851 | -3,806 | -10.1% | -$15.27万 | 减仓 |
| PGR | PROGRESSIVE CORP | $135.63万 | 0.02% | 6,209 | 1,567 | 33.8% | $34.23万 | 加仓 |
| CTVA | CORTEVA INC | $135.59万 | 0.02% | 16,010 | 1,186 | 8.0% | $10.04万 | 加仓 |
| GRAL | GRAIL INC | $134.85万 | 0.02% | 19,753 | -50 | -0.3% | -$3,413 | 减仓 |
| USAR | USA RARE EARTH INC | $134.67万 | 0.02% | 62,403 | 39,148 | 168.3% | $84.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $132.20万 | 0.02% | 7,417 | -183 | -2.4% | -$3.26万 | 减仓 |
| MDT | MEDTRONIC PLC | $132.14万 | 0.02% | 16,891 | 803 | 5.0% | $6.28万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $132.02万 | 0.02% | 20,085 | 10,751 | 115.2% | $70.67万 | 加仓 |
| INTU | INTUIT | $131.53万 | 0.02% | 5,039 | 690 | 15.9% | $18.01万 | 加仓 |
| RKT | ROCKET COS INC | $131.19万 | 0.02% | 83,294 | 9,742 | 13.2% | $15.34万 | 加仓 |