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 |
|---|---|---|---|---|---|---|---|---|
| BOH | BANK HAWAII CORP | $131.12万 | 0.02% | 16,090 | -24 | -0.1% | -$1,956 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $130.60万 | 0.02% | 9,031 | 367 | 4.2% | $5.31万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $130.01万 | 0.02% | 29,330 | 2,538 | 9.5% | $11.25万 | 加仓 |
| ESGD | ISHARES TR | $129.62万 | 0.02% | 12,607 | 513 | 4.2% | $5.27万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $128.56万 | 0.02% | 19,120 | -981 | -4.9% | -$6.60万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $128.25万 | 0.02% | 14,273 | 1,104 | 8.4% | $9.92万 | 加仓 |
| B | BARRICK MNG CORP | $128.20万 | 0.02% | 34,900 | -6,087 | -14.9% | -$22.36万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $127.87万 | 0.02% | 4,418 | 159 | 3.7% | $4.60万 | 加仓 |
| — | WESTERN DIGITAL CORP 看涨期权 | $127.74万 | 0.02% | 2,000 | 2,000 | — | $127.74万 | 新建仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $127.69万 | 0.02% | 25,316 | 11,502 | 83.3% | $58.02万 | 加仓 |
| ALL | ALLSTATE CORP | $127.67万 | 0.02% | 5,366 | 1,229 | 29.7% | $29.24万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $127.31万 | 0.02% | 12,965 | 9,578 | 282.8% | $94.05万 | 加仓 |
| HACK | AMPLIFY ETF TR | $127.03万 | 0.02% | 12,107 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $126.86万 | 0.02% | 8,177 | -967 | -10.6% | -$15.00万 | 减仓 |
| OKE | ONEOK INC NEW | $126.67万 | 0.02% | 14,570 | 1,882 | 14.8% | $16.36万 | 加仓 |
| MATX | MATSON INC | $125.87万 | 0.02% | 6,548 | -1,986 | -23.3% | -$38.18万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $125.31万 | 0.02% | 22,976 | 2,910 | 14.5% | $15.87万 | 加仓 |
| EXP | EAGLE MATLS INC | $125.06万 | 0.02% | 5,558 | 103 | 1.9% | $2.32万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $124.51万 | 0.02% | 49,467 | 49,467 | — | $124.51万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $124.12万 | 0.02% | 25,891 | -3,590 | -12.2% | -$17.21万 | 减仓 |
| SYM | SYMBOTIC INC | $123.92万 | 0.02% | 27,569 | -11,011 | -28.5% | -$49.49万 | 减仓 |
| SHM | SPDR SERIES TRUST | $123.64万 | 0.02% | 25,777 | -2,456 | -8.7% | -$11.78万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $123.53万 | 0.02% | 36,824 | -142 | -0.4% | -$4,763 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $123.13万 | 0.02% | 59,570 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $122.82万 | 0.02% | 5,411 | 291 | 5.7% | $6.61万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $122.48万 | 0.02% | 42,945 | -17,180 | -28.6% | -$49.00万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $122.48万 | 0.02% | 14,947 | 2,128 | 16.6% | $17.44万 | 加仓 |
| WULF | TERAWULF INC | $122.24万 | 0.02% | 49,489 | 4,527 | 10.1% | $11.18万 | 加仓 |
| — | ADVANCED MICRO DEVICES INC 看跌期权 | $121.99万 | 0.02% | 2,100 | 2,100 | — | $121.99万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $121.99万 | 0.02% | 23,995 | -429 | -1.8% | -$2.18万 | 减仓 |
| CIEN | CIENA CORP | $121.22万 | 0.02% | 2,471 | 110 | 4.7% | $5.40万 | 加仓 |
| XSOE | WISDOMTREE TR | $121.06万 | 0.02% | 24,615 | -1,119 | -4.3% | -$5.50万 | 减仓 |
| — | BROADCOM INC 看涨期权 | $120.88万 | 0.02% | 3,200 | 3,200 | — | $120.88万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $120.40万 | 0.02% | 14,610 | 1,818 | 14.2% | $14.98万 | 加仓 |
| O | REALTY INCOME CORP | $120.02万 | 0.02% | 19,371 | -938 | -4.6% | -$5.81万 | 减仓 |
| SHV | ISHARES TR | $119.87万 | 0.02% | 10,863 | -444 | -3.9% | -$4.90万 | 减仓 |
| ABNB | AIRBNB INC | $119.01万 | 0.02% | 8,316 | 863 | 11.6% | $12.35万 | 加仓 |
| WAB | WABTEC | $119.00万 | 0.02% | 4,414 | 992 | 29.0% | $26.74万 | 加仓 |
| — | GLOBAL X FDS | $118.95万 | 0.02% | 126,840 | 11,654 | 10.1% | $10.93万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $118.39万 | 0.02% | 60,096 | 534 | 0.9% | $1.05万 | 加仓 |
| CHYM | CHIME FINL INC | $117.02万 | 0.02% | 57,137 | 2,635 | 4.8% | $5.40万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $116.97万 | 0.02% | 31,392 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $116.48万 | 0.02% | 23,050 | -1,250 | -5.1% | -$6.32万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $115.59万 | 0.02% | 51,697 | 1,551 | 3.1% | $3.47万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $115.51万 | 0.02% | 21,855 | 858 | 4.1% | $4.53万 | 加仓 |
| BOND | PIMCO ETF TR | $114.91万 | 0.02% | 12,462 | 599 | 5.0% | $5.52万 | 加仓 |
| PLD | PROLOGIS INC. | $114.45万 | 0.02% | 8,448 | 646 | 8.3% | $8.75万 | 加仓 |
| DGS | WISDOMTREE TR | $114.10万 | 0.02% | 17,633 | -2,493 | -12.4% | -$16.13万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $113.40万 | 0.02% | 22,421 | 157 | 0.7% | $7,940 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $113.36万 | 0.02% | 4,564 | 313 | 7.4% | $7.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $112.82万 | 0.02% | 4,196 | -258 | -5.8% | -$6.94万 | 减仓 |
| EMLC | VANECK ETF TRUST | $112.33万 | 0.02% | 43,948 | 2,780 | 6.8% | $7.11万 | 加仓 |
| TTE | TOTALENERGIES SE | $111.97万 | 0.02% | 14,400 | 438 | 3.1% | $3.41万 | 加仓 |
| AON | AON PLC | $111.55万 | 0.02% | 3,363 | 363 | 12.1% | $12.04万 | 加仓 |
| EPI | WISDOMTREE TR | $110.62万 | 0.02% | 25,857 | -1,270 | -4.7% | -$5.43万 | 减仓 |
| EFAV | ISHARES TR | $110.36万 | 0.02% | 12,583 | 70 | 0.6% | $6,140 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $110.24万 | 0.02% | 43,800 | -1,200 | -2.7% | -$3.02万 | 减仓 |
| VLO | VALERO ENERGY CORP | $110.10万 | 0.02% | 4,228 | -473 | -10.1% | -$12.32万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $109.03万 | 0.02% | 119,490 | 119,490 | — | $109.03万 | 新建仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $108.05万 | 0.02% | 22,635 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $107.52万 | 0.02% | 26,123 | -604 | -2.3% | -$2.49万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $107.43万 | 0.02% | 20,377 | -4,285 | -17.4% | -$22.59万 | 减仓 |
| NRG | NRG ENERGY INC | $107.37万 | 0.02% | 7,351 | -362 | -4.7% | -$5.29万 | 减仓 |
| IAK | ISHARES TR | $107.32万 | 0.02% | 7,635 | 5,697 | 294.0% | $80.08万 | 加仓 |
| GH | GUARDANT HEALTH INC | $107.26万 | 0.02% | 7,149 | 1,052 | 17.3% | $15.78万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $106.52万 | 0.02% | 1,900 | 634 | 50.1% | $35.54万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW | $106.34万 | 0.02% | 42,689 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $106.27万 | 0.02% | 6,497 | 114 | 1.8% | $1.86万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $105.99万 | 0.02% | 11,764 | 51 | 0.4% | $4,595 | 加仓 |
| HCA | HCA HEALTHCARE INC | $105.67万 | 0.02% | 2,710 | -6 | -0.2% | -$2,340 | 减仓 |
| AFL | AFLAC INC | $105.49万 | 0.02% | 8,997 | 622 | 7.4% | $7.29万 | 加仓 |
| DASH | DOORDASH INC | $105.29万 | 0.02% | 5,706 | -162 | -2.8% | -$2.99万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $104.93万 | 0.02% | 7,975 | -974 | -10.9% | -$12.82万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $104.65万 | 0.02% | 20,066 | 40 | 0.2% | $2,086 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $104.55万 | 0.02% | 1,400 | 1,400 | — | $104.55万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $104.54万 | 0.02% | 54,676 | 2,256 | 4.3% | $4.31万 | 加仓 |
| MDB | MONGODB INC | $104.13万 | 0.02% | 3,100 | -86 | -2.7% | -$2.89万 | 减仓 |
| SNA | SNAP ON INC | $103.96万 | 0.02% | 2,583 | 1,508 | 140.3% | $60.69万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $103.89万 | 0.02% | 12,037 | 2,050 | 20.5% | $17.69万 | 加仓 |
| AAON | AAON INC | $103.81万 | 0.02% | 8,183 | -928 | -10.2% | -$11.77万 | 减仓 |
| IWO | ISHARES TR | $103.28万 | 0.02% | 2,622 | 57 | 2.2% | $2.25万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $103.22万 | 0.02% | 2,785 | -16 | -0.6% | -$5,930 | 减仓 |
| XYZ | BLOCK INC | $103.13万 | 0.02% | 13,570 | 240 | 1.8% | $1.82万 | 加仓 |
| NTAP | NETAPP INC | $102.65万 | 0.02% | 6,633 | 114 | 1.7% | $1.76万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $102.62万 | 0.02% | 19,949 | 1,540 | 8.4% | $7.92万 | 加仓 |
| PL | PLANET LABS PBC | $102.29万 | 0.02% | 30,875 | -34,962 | -53.1% | -$115.83万 | 减仓 |
| PAAA | PGIM ETF TR | $102.28万 | 0.02% | 19,950 | 844 | 4.4% | $4.33万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $102.21万 | 0.02% | 16,008 | -847 | -5.0% | -$5.41万 | 减仓 |
| COP | CONOCOPHILLIPS | $101.93万 | 0.02% | 9,805 | 1,689 | 20.8% | $17.56万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $101.47万 | 0.02% | 9,037 | 778 | 9.4% | $8.74万 | 加仓 |
| XYL | XYLEM INC | $101.17万 | 0.02% | 8,559 | -2,083 | -19.6% | -$24.62万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $101.14万 | 0.02% | 732 | -73 | -9.1% | -$10.09万 | 减仓 |
| CALF | PACER FDS TR | $100.69万 | 0.02% | 19,895 | -1,493 | -7.0% | -$7.56万 | 减仓 |
| TMFC | RBB FD INC | $100.62万 | 0.02% | 13,212 | 55 | 0.4% | $4,189 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $100.55万 | 0.02% | 1,172 | 395 | 50.8% | $33.89万 | 加仓 |
| ILMN | ILLUMINA INC | $100.36万 | 0.02% | 5,708 | -937 | -14.1% | -$16.48万 | 减仓 |
| MOAT | VANECK ETF TRUST | $100.33万 | 0.02% | 9,651 | -62,247 | -86.6% | -$647.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $99.54万 | 0.02% | 747 | 19 | 2.6% | $2.53万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $99.49万 | 0.02% | 12,259 | 42 | 0.3% | $3,409 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $99.00万 | 0.02% | 2,638 | 253 | 10.6% | $9.49万 | 加仓 |