13F 机构持仓

Perigon Wealth Management, LLC

SAN FRANCISCO CA · SEC CIK 0001575239

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$63.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.4%
AAPL 5.2%
VOO 3.2%
QQQ 2.0%
IVV 2.0%
AMZN 1.7%
GOOG 1.6%
VGIT 1.5%
GOOGL 1.3%
QLTY 1.2%

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
ICVT ISHARES TR $97.89万0.02%8,041 -6,948-46.4% -$84.58万 减仓
KWEB KRANESHARES TRUST $97.79万0.02%39,964 11,14638.7% $27.27万 加仓
DTCR GLOBAL X FDS $97.68万0.02%32,164 22,929248.3% $69.64万 加仓
BSOL BITWISE SOLANA STAKING ETF $97.15万0.02%97,056 46,97593.8% $47.02万 加仓
— DIMENSIONAL ETF TRUST $97.15万0.02%13,899 1,83715.2% $12.84万 加仓
FTI TECHNIPFMC PLC $97.13万0.02%14,650 2681.9% $1.78万 加仓
PSX PHILLIPS 66 $97.00万0.02%5,738 721.3% $1.22万 加仓
DHR DANAHER CORP DEL $96.79万0.02%5,081 -232-4.4% -$4.42万 减仓
URI UNITED RENTALS INC $96.56万0.02%852 21132.9% $23.91万 加仓
— SEAGATE TECHNOLOGY HLDNGS PL 看涨期权 $96.50万0.02%1,000 1,000— $96.50万 新建仓
ACWX ISHARES TR $96.38万0.02%12,663 5,17269.0% $39.36万 加仓
XLY SELECT SECTOR SPDR TR $96.19万0.02%8,202 -1,373-14.3% -$16.10万 减仓
SUSL ISHARES TR $96.00万0.02%7,231 -207-2.8% -$2.75万 减仓
CNC CENTENE CORP DEL $95.60万0.02%14,894 -1,330-8.2% -$8.54万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $95.08万0.01%15,471 1,43610.2% $8.83万 加仓
EIX EDISON INTL $94.37万0.01%12,675 2882.3% $2.14万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $93.93万0.01%19,157 190.1% $932 加仓
ADBE ADOBE INC $93.15万0.01%4,544 -164-3.5% -$3.36万 减仓
UPST UPSTART HLDGS INC $93.10万0.01%26,276 26,276— $93.10万 新建仓
JNK SPDR SERIES TRUST $92.88万0.01%9,638 -323-3.2% -$3.11万 减仓
IYR ISHARES TR $92.50万0.01%9,046 2,29033.9% $23.42万 加仓
MDLZ MONDELEZ INTL INC $92.33万0.01%15,963 2,84621.7% $16.46万 加仓
URNM SPROTT FDS TR $92.32万0.01%17,554 -1,719-8.9% -$9.04万 减仓
PFF ISHARES TR $92.28万0.01%30,264 -3,203-9.6% -$9.77万 减仓
SNPS SYNOPSYS INC $91.59万0.01%2,053 32218.6% $14.37万 加仓
STT STATE STR CORP $91.57万0.01%5,399 3697.3% $6.26万 加仓
SHOP SHOPIFY INC $91.54万0.01%8,017 -701-8.0% -$8.00万 减仓
HOOD ROBINHOOD MKTS INC $91.52万0.01%9,126 -9,654-51.4% -$96.81万 减仓
CPER UNITED STS COMMODITY INDEX F $90.96万0.01%24,108 -2,878-10.7% -$10.86万 减仓
UCTT ULTRA CLEAN HLDGS INC $90.94万0.01%6,378 2914.8% $4.15万 加仓
CLOA BLACKROCK ETF TRUST II $90.63万0.01%17,459 1,3698.5% $7.11万 加仓
OTIS OTIS WORLDWIDE CORP $90.59万0.01%12,653 -163-1.3% -$1.17万 减仓
LUMN LUMEN TECHNOLOGIES INC $89.46万0.01%116,479 53,62485.3% $41.18万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $89.31万0.01%11,914 -5,095-30.0% -$38.19万 减仓
GSIE GOLDMAN SACHS ETF TR $89.16万0.01%19,510 -274-1.4% -$1.25万 减仓
BSX BOSTON SCIENTIFIC CORP $88.31万0.01%20,692 5,25834.1% $22.44万 加仓
IJK ISHARES TR $88.30万0.01%7,515 -69-0.9% -$8,107 减仓
WAY WAYSTAR HLDG CORP $87.81万0.01%42,770 42,770— $87.81万 新建仓
AA ALCOA CORP $87.77万0.01%16,834 -5,694-25.3% -$29.69万 减仓
MINT PIMCO ETF TR $87.76万0.01%8,705 360.4% $3,629 加仓
F FORD MTR CO $87.50万0.01%62,949 32,678108.0% $45.42万 加仓
RDW REDWIRE CORPORATION $87.43万0.01%71,489 71,489— $87.43万 新建仓
— DIMENSIONAL ETF TRUST $87.31万0.01%10,650 00.0% — 不变
AGX ARGAN INC $87.21万0.01%1,092 11912.2% $9.50万 加仓
IDXX IDEXX LABS INC $86.93万0.01%1,651 724.6% $3.79万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $86.73万0.01%20,488 3,66821.8% $15.53万 加仓
IGSB ISHARES TR $86.26万0.01%16,458 700.4% $3,669 加仓
RIVN RIVIAN AUTOMOTIVE INC $85.95万0.01%49,542 8,33720.2% $14.46万 加仓
EEMS ISHARES INC $85.48万0.01%11,264 370.3% $2,808 加仓
BLND BLEND LABS INC $85.46万0.01%499,771 -797-0.2% -$1,363 减仓
DFUV DIMENSIONAL ETF TRUST $85.43万0.01%15,529 40.0% $220 加仓
COHR COHERENT CORP $85.17万0.01%2,159 1,203125.8% $47.46万 加仓
CHTR CHARTER COMMUNICATIONS INC $84.65万0.01%5,953 1,63137.7% $23.19万 加仓
PRU PRUDENTIAL FINL INC $84.64万0.01%7,842 96714.1% $10.44万 加仓
J JACOBS SOLUTIONS INC $84.59万0.01%6,714 -189-2.7% -$2.38万 减仓
LOW LOWES COS INC $84.21万0.01%3,819 -566-12.9% -$12.48万 减仓
DAL DELTA AIR LINES INC $84.10万0.01%8,980 270.3% $2,529 加仓
GIS GENERAL MILLS INC $83.88万0.01%24,102 8,33752.9% $29.01万 加仓
IWN ISHARES TR $83.84万0.01%3,790 -5-0.1% -$1,106 减仓
MTZ MASTEC INC $83.51万0.01%2,007 35621.6% $14.81万 加仓
SEIQ SEI EXCHANGE TRADED FUNDS $83.31万0.01%21,140 4182.0% $1.65万 加仓
SGOL ETFS GOLD TR $83.25万0.01%21,776 -2,688-11.0% -$10.28万 减仓
TTAN SERVICETITAN INC $83.14万0.01%11,758 -528-4.3% -$3.73万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $83.11万0.01%18,685 1,76010.4% $7.83万 加仓
MET METLIFE INC $82.89万0.01%9,796 6176.7% $5.22万 加仓
PSI INVESCO EXCHANGE TRADED FD T $82.73万0.01%4,405 00.0% — 不变
IWV ISHARES TR $82.73万0.01%1,940 874.7% $3.71万 加仓
— ISHARES TR $82.60万0.01%10,940 1,62217.4% $12.25万 加仓
— ROUNDHILL ETF TRUST $82.23万0.01%25,270 25,270— $82.23万 新建仓
MKL MARKEL GROUP INC $82.03万0.01%420 184.5% $3.52万 加仓
IDA IDACORP INC $81.84万0.01%5,409 1062.0% $1.60万 加仓
EEMV ISHARES INC $81.78万0.01%10,863 -905-7.7% -$6.81万 减仓
AAUA EA SERIES TRUST $81.49万0.01%14,316 00.0% — 不变
IONQ IONQ INC $81.42万0.01%15,287 1,48410.8% $7.90万 加仓
— DIMENSIONAL ETF TRUST $81.17万0.01%9,858 5455.9% $4.49万 加仓
HSBC HSBC HLDGS PLC $80.77万0.01%8,494 -1,755-17.1% -$16.69万 减仓
IGIB ISHARES TR $80.48万0.01%15,136 5,39655.4% $28.69万 加仓
CTAS CINTAS CORP $80.19万0.01%4,715 -267-5.4% -$4.54万 减仓
TFC TRUIST FINL CORP $80.08万0.01%16,075 100.1% $498 加仓
ELV ELEVANCE HEALTH INC FORMERLY $79.68万0.01%2,060 91880.4% $35.51万 加仓
UIVM VICTORY PORTFOLIOS II $79.55万0.01%11,066 7227.0% $5.19万 加仓
SMMD ISHARES TR $79.38万0.01%8,663 2783.3% $2.55万 加仓
Q QNITY ELECTRONICS INC $79.11万0.01%4,844 2906.4% $4.74万 加仓
ORLY OREILLY AUTOMOTIVE INC $79.09万0.01%8,588 93312.2% $8.59万 加仓
DBEF DBX ETF TR $78.64万0.01%14,395 -557-3.7% -$3.04万 减仓
RLI RLI CORP $78.23万0.01%13,244 13,244— $78.23万 新建仓
SMCI SUPER MICRO COMPUTER INC $78.07万0.01%26,618 -1,869-6.6% -$5.48万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $78.07万0.01%3,123 41715.4% $10.42万 加仓
WTRG ESSENTIAL UTILS INC $77.86万0.01%20,325 -5,430-21.1% -$20.80万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $77.76万0.01%22,460 1,8469.0% $6.39万 加仓
ASTS AST SPACEMOBILE INC $77.68万0.01%8,742 1,36618.5% $12.14万 加仓
MPC MARATHON PETE CORP $76.61万0.01%2,997 1374.8% $3.50万 加仓
WPC WP CAREY INC $76.58万0.01%10,710 -1,909-15.1% -$13.65万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $76.06万0.01%29,052 6,02026.1% $15.76万 加仓
SPLV INVESCO EXCH TRADED FD TR II $76.06万0.01%10,155 210.2% $1,573 加仓
FSMD FIDELITY COVINGTON TRUST $75.89万0.01%14,360 8,202133.2% $43.35万 加仓
FLOT ISHARES TR $75.73万0.01%14,835 5894.1% $3.01万 加仓
RBRK RUBRIK INC. $75.66万0.01%9,425 3924.3% $3.15万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $75.55万0.01%2,158 26113.8% $9.14万 加仓
DT DYNATRACE INC $74.76万0.01%17,025 3241.9% $1.42万 加仓