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 |
|---|---|---|---|---|---|---|---|---|
| FLMI | FRANKLIN TEMPLETON ETF TR | $111.56万 | 0.02% | 45,000 | -500 | -1.1% | -$1.24万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $111.54万 | 0.02% | 31,392 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $110.68万 | 0.02% | 27,127 | -65 | -0.2% | -$2,652 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $110.44万 | 0.02% | 26,727 | -1,528 | -5.4% | -$6.31万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $110.16万 | 0.02% | 6,383 | -666 | -9.4% | -$11.49万 | 减仓 |
| BOND | PIMCO ETF TR | $109.47万 | 0.02% | 11,863 | 7,711 | 185.7% | $71.15万 | 加仓 |
| SGOL | ETFS GOLD TR | $109.16万 | 0.02% | 24,464 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $108.83万 | 0.02% | 59,570 | -333 | -0.6% | -$6,084 | 减仓 |
| — | BLACKROCK ETF TRUST | $108.66万 | 0.02% | 10,923 | 10,923 | — | $108.66万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $108.34万 | 0.02% | 29,481 | -37,727 | -56.1% | -$138.65万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $108.28万 | 0.02% | 13,441 | -10,178 | -43.1% | -$81.99万 | 减仓 |
| FTNT | FORTINET INC | $108.28万 | 0.02% | 13,250 | -5,843 | -30.6% | -$47.75万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $107.68万 | 0.02% | 29,300 | -1,348 | -4.4% | -$4.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $107.13万 | 0.02% | 8,116 | 934 | 13.0% | $12.33万 | 加仓 |
| ARW | ARROW ELECTRS INC | $106.42万 | 0.02% | 7,421 | -697 | -8.6% | -$10.00万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $106.06万 | 0.02% | 50,146 | -16,761 | -25.1% | -$35.45万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $105.07万 | 0.02% | 2,928 | -85 | -2.8% | -$3.05万 | 减仓 |
| RKT | ROCKET COS INC | $104.81万 | 0.02% | 73,552 | -8,111 | -9.9% | -$11.56万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $104.35万 | 0.02% | 9,575 | -7,153 | -42.8% | -$77.96万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $104.05万 | 0.02% | 8,014 | 605 | 8.2% | $7.86万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $103.72万 | 0.02% | 25,755 | 768 | 3.1% | $3.09万 | 加仓 |
| LOW | LOWES COS INC | $103.61万 | 0.02% | 4,385 | 39 | 0.9% | $9,215 | 加仓 |
| SHOP | SHOPIFY INC | $103.41万 | 0.02% | 8,718 | 71 | 0.8% | $8,422 | 加仓 |
| EMLC | VANECK ETF TRUST | $103.37万 | 0.02% | 41,168 | 712 | 1.8% | $1.79万 | 加仓 |
| EXP | EAGLE MATLS INC | $103.34万 | 0.02% | 5,455 | 82 | 1.5% | $1.55万 | 加仓 |
| PSX | PHILLIPS 66 | $103.21万 | 0.02% | 5,666 | -1,661 | -22.7% | -$30.26万 | 减仓 |
| XSOE | WISDOMTREE TR | $103.19万 | 0.02% | 25,734 | 1,289 | 5.3% | $5.17万 | 加仓 |
| PLD | PROLOGIS INC. | $103.13万 | 0.02% | 7,802 | 278 | 3.7% | $3.67万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $102.79万 | 0.02% | 8,664 | -182 | -2.1% | -$2.16万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $102.66万 | 0.02% | 4,454 | 264 | 6.3% | $6.08万 | 加仓 |
| — | GLOBAL X FDS | $102.40万 | 0.02% | 115,186 | -1,165 | -1.0% | -$1.04万 | 减仓 |
| GRAL | GRAIL INC | $102.34万 | 0.02% | 19,803 | 353 | 1.8% | $1.82万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $102.13万 | 0.02% | 36,966 | -195 | -0.5% | -$5,387 | 减仓 |
| CHYM | CHIME FINL INC | $102.08万 | 0.02% | 54,502 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $101.47万 | 0.02% | 33,467 | -1,617 | -4.6% | -$4.90万 | 减仓 |
| WELL | WELLTOWER INC | $101.23万 | 0.02% | 5,120 | -1,481 | -22.4% | -$29.28万 | 减仓 |
| ET | ENERGY TRANSFER L P | $101.17万 | 0.02% | 52,420 | 7,785 | 17.4% | $15.03万 | 加仓 |
| DHR | DANAHER CORP DEL | $100.73万 | 0.02% | 5,313 | -2,126 | -28.6% | -$40.31万 | 减仓 |
| FTI | TECHNIPFMC PLC | $99.42万 | 0.02% | 14,382 | 682 | 5.0% | $4.71万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $98.90万 | 0.02% | 12,217 | 504 | 4.3% | $4.08万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $98.78万 | 0.02% | 12,816 | -1,385 | -9.8% | -$10.68万 | 减仓 |
| AES | AES CORP | $98.35万 | 0.02% | 69,800 | -10,648 | -13.2% | -$15.00万 | 减仓 |
| PAAA | PGIM ETF TR | $97.78万 | 0.02% | 19,106 | 19,106 | — | $97.78万 | 新建仓 |
| ARKG | ARK ETF TR | $97.63万 | 0.02% | 36,954 | 2,164 | 6.2% | $5.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $97.51万 | 0.02% | 1,776 | 86 | 5.1% | $4.72万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $97.47万 | 0.02% | 20,997 | 20,997 | — | $97.47万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $96.93万 | 0.02% | 21,431 | 3,993 | 22.9% | $18.06万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $96.85万 | 0.02% | 15,434 | -608 | -3.8% | -$3.82万 | 减仓 |
| AON | AON PLC | $96.84万 | 0.02% | 3,000 | 63 | 2.1% | $2.03万 | 加仓 |
| TER | TERADYNE INC | $96.43万 | 0.02% | 3,253 | -667 | -17.0% | -$19.77万 | 减仓 |
| CALF | PACER FDS TR | $95.97万 | 0.02% | 21,388 | 688 | 3.3% | $3.09万 | 加仓 |
| HEFA | ISHARES TR | $95.97万 | 0.02% | 22,583 | -1,858 | -7.6% | -$7.90万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $95.45万 | 0.02% | 20,066 | 1,007 | 5.3% | $4.79万 | 加仓 |
| JNK | SPDR SERIES TRUST | $95.35万 | 0.02% | 9,961 | -85 | -0.8% | -$8,136 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $94.44万 | 0.02% | 20,026 | -1,100 | -5.2% | -$5.19万 | 减仓 |
| ABNB | AIRBNB INC | $94.12万 | 0.02% | 7,453 | -2,285 | -23.5% | -$28.86万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $93.80万 | 0.02% | 18,409 | 18,409 | — | $93.80万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $93.29万 | 0.02% | 4,322 | 583 | 15.6% | $12.58万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $92.91万 | 0.02% | 26,986 | -375 | -1.4% | -$1.29万 | 减仓 |
| PGR | PROGRESSIVE CORP | $92.02万 | 0.02% | 4,642 | -184 | -3.8% | -$3.65万 | 减仓 |
| AFL | AFLAC INC | $91.88万 | 0.02% | 8,375 | 138 | 1.7% | $1.51万 | 加仓 |
| CIEN | CIENA CORP | $91.66万 | 0.02% | 2,361 | 75 | 3.3% | $2.91万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $91.61万 | 0.02% | 2,801 | -90 | -3.1% | -$2.94万 | 减仓 |
| HACK | AMPLIFY ETF TR | $90.91万 | 0.02% | 12,107 | -380 | -3.0% | -$2.85万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $90.90万 | 0.02% | 12,819 | -660 | -4.9% | -$4.68万 | 减仓 |
| EIX | EDISON INTL | $90.65万 | 0.02% | 12,387 | -1,426 | -10.3% | -$10.44万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $90.25万 | 0.02% | 4,259 | 229 | 5.7% | $4.85万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $88.89万 | 0.02% | 22,635 | 22,635 | — | $88.89万 | 新建仓 |
| IDXX | IDEXX LABS INC | $88.74万 | 0.02% | 1,579 | -17 | -1.1% | -$9,554 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $88.57万 | 0.02% | 17,602 | 5,810 | 49.3% | $29.24万 | 加仓 |
| DASH | DOORDASH INC | $88.11万 | 0.02% | 5,868 | -163 | -2.7% | -$2.45万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $88.07万 | 0.02% | 11,713 | -1,025 | -8.0% | -$7.71万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $88.00万 | 0.02% | 28,843 | -13,763 | -32.3% | -$41.99万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $87.97万 | 0.02% | 805 | 130 | 19.3% | $14.21万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $87.87万 | 0.02% | 6,903 | -2,725 | -28.3% | -$34.69万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $87.54万 | 0.02% | 1,675 | 750 | 81.1% | $39.20万 | 加仓 |
| MINT | PIMCO ETF TR | $87.18万 | 0.02% | 8,669 | -551 | -6.0% | -$5.54万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $87.17万 | 0.02% | 16,522 | -4,424 | -21.1% | -$23.34万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $86.85万 | 0.02% | 5,741 | 1,570 | 37.6% | $23.75万 | 加仓 |
| TMFC | RBB FD INC | $86.80万 | 0.02% | 13,157 | -144 | -1.1% | -$9,500 | 减仓 |
| IGSB | ISHARES TR | $86.13万 | 0.02% | 16,388 | -2,624 | -13.8% | -$13.79万 | 减仓 |
| WPC | WP CAREY INC | $85.76万 | 0.02% | 12,619 | -104 | -0.8% | -$7,068 | 减仓 |
| ALL | ALLSTATE CORP | $85.76万 | 0.02% | 4,137 | 580 | 16.3% | $12.02万 | 加仓 |
| EWA | ISHARES INC | $85.60万 | 0.02% | 30,835 | -5,300 | -14.7% | -$14.71万 | 减仓 |
| WAB | WABTEC | $85.52万 | 0.02% | 3,422 | 310 | 10.0% | $7.75万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $85.41万 | 0.02% | 19,138 | 26 | 0.1% | $1,160 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $85.33万 | 0.02% | 19,784 | 1,633 | 9.0% | $7.04万 | 加仓 |
| BLND | BLEND LABS INC | $85.10万 | 0.02% | 500,568 | 1,683 | 0.3% | $2,861 | 加仓 |
| HSBC | HSBC HLDGS PLC | $84.54万 | 0.02% | 10,249 | 108 | 1.1% | $8,909 | 加仓 |
| SUSL | ISHARES TR | $84.50万 | 0.02% | 7,438 | 1,240 | 20.0% | $14.09万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $84.42万 | 0.02% | 728 | -26 | -3.4% | -$3.01万 | 减仓 |
| CTAS | CINTAS CORP | $84.26万 | 0.02% | 4,982 | 416 | 9.1% | $7.04万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $83.40万 | 0.02% | 16,090 | 16,090 | — | $83.40万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $82.54万 | 0.01% | 13,169 | -2,154 | -14.1% | -$13.50万 | 减仓 |
| KWEB | KRANESHARES TRUST | $81.93万 | 0.01% | 28,818 | 11,259 | 64.1% | $32.01万 | 加仓 |
| ILMN | ILLUMINA INC | $81.91万 | 0.01% | 6,645 | 1,536 | 30.1% | $18.93万 | 加仓 |
| BCI | ABRDN ETFS | $81.32万 | 0.01% | 33,478 | 9,129 | 37.5% | $22.17万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $81.26万 | 0.01% | 24,662 | 3,483 | 16.4% | $11.48万 | 加仓 |
| IWO | ISHARES TR | $80.50万 | 0.01% | 2,565 | -16 | -0.6% | -$5,022 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $80.29万 | 0.01% | 9,987 | -5,864 | -37.0% | -$47.14万 | 减仓 |