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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 11,146 | 38.7% | $27.27万 | 加仓 |
| DTCR | GLOBAL X FDS | $97.68万 | 0.02% | 32,164 | 22,929 | 248.3% | $69.64万 | 加仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $97.15万 | 0.02% | 97,056 | 46,975 | 93.8% | $47.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $97.15万 | 0.02% | 13,899 | 1,837 | 15.2% | $12.84万 | 加仓 |
| FTI | TECHNIPFMC PLC | $97.13万 | 0.02% | 14,650 | 268 | 1.9% | $1.78万 | 加仓 |
| PSX | PHILLIPS 66 | $97.00万 | 0.02% | 5,738 | 72 | 1.3% | $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 | 211 | 32.9% | $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 | 5,172 | 69.0% | $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 | 1,436 | 10.2% | $8.83万 | 加仓 |
| EIX | EDISON INTL | $94.37万 | 0.01% | 12,675 | 288 | 2.3% | $2.14万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $93.93万 | 0.01% | 19,157 | 19 | 0.1% | $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 | 2,290 | 33.9% | $23.42万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $92.33万 | 0.01% | 15,963 | 2,846 | 21.7% | $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 | 322 | 18.6% | $14.37万 | 加仓 |
| STT | STATE STR CORP | $91.57万 | 0.01% | 5,399 | 369 | 7.3% | $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 | 291 | 4.8% | $4.15万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $90.63万 | 0.01% | 17,459 | 1,369 | 8.5% | $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 | 53,624 | 85.3% | $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 | 5,258 | 34.1% | $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 | 36 | 0.4% | $3,629 | 加仓 |
| F | FORD MTR CO | $87.50万 | 0.01% | 62,949 | 32,678 | 108.0% | $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 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $87.21万 | 0.01% | 1,092 | 119 | 12.2% | $9.50万 | 加仓 |
| IDXX | IDEXX LABS INC | $86.93万 | 0.01% | 1,651 | 72 | 4.6% | $3.79万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $86.73万 | 0.01% | 20,488 | 3,668 | 21.8% | $15.53万 | 加仓 |
| IGSB | ISHARES TR | $86.26万 | 0.01% | 16,458 | 70 | 0.4% | $3,669 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $85.95万 | 0.01% | 49,542 | 8,337 | 20.2% | $14.46万 | 加仓 |
| EEMS | ISHARES INC | $85.48万 | 0.01% | 11,264 | 37 | 0.3% | $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 | 4 | 0.0% | $220 | 加仓 |
| COHR | COHERENT CORP | $85.17万 | 0.01% | 2,159 | 1,203 | 125.8% | $47.46万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $84.65万 | 0.01% | 5,953 | 1,631 | 37.7% | $23.19万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $84.64万 | 0.01% | 7,842 | 967 | 14.1% | $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 | 27 | 0.3% | $2,529 | 加仓 |
| GIS | GENERAL MILLS INC | $83.88万 | 0.01% | 24,102 | 8,337 | 52.9% | $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 | 356 | 21.6% | $14.81万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $83.31万 | 0.01% | 21,140 | 418 | 2.0% | $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 | 1,760 | 10.4% | $7.83万 | 加仓 |
| MET | METLIFE INC | $82.89万 | 0.01% | 9,796 | 617 | 6.7% | $5.22万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $82.73万 | 0.01% | 4,405 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $82.73万 | 0.01% | 1,940 | 87 | 4.7% | $3.71万 | 加仓 |
| — | ISHARES TR | $82.60万 | 0.01% | 10,940 | 1,622 | 17.4% | $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 | 18 | 4.5% | $3.52万 | 加仓 |
| IDA | IDACORP INC | $81.84万 | 0.01% | 5,409 | 106 | 2.0% | $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 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $81.42万 | 0.01% | 15,287 | 1,484 | 10.8% | $7.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $81.17万 | 0.01% | 9,858 | 545 | 5.9% | $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 | 5,396 | 55.4% | $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 | 10 | 0.1% | $498 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $79.68万 | 0.01% | 2,060 | 918 | 80.4% | $35.51万 | 加仓 |
| UIVM | VICTORY PORTFOLIOS II | $79.55万 | 0.01% | 11,066 | 722 | 7.0% | $5.19万 | 加仓 |
| SMMD | ISHARES TR | $79.38万 | 0.01% | 8,663 | 278 | 3.3% | $2.55万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $79.11万 | 0.01% | 4,844 | 290 | 6.4% | $4.74万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $79.09万 | 0.01% | 8,588 | 933 | 12.2% | $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 | 417 | 15.4% | $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 | 1,846 | 9.0% | $6.39万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $77.68万 | 0.01% | 8,742 | 1,366 | 18.5% | $12.14万 | 加仓 |
| MPC | MARATHON PETE CORP | $76.61万 | 0.01% | 2,997 | 137 | 4.8% | $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 | 6,020 | 26.1% | $15.76万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.06万 | 0.01% | 10,155 | 21 | 0.2% | $1,573 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $75.89万 | 0.01% | 14,360 | 8,202 | 133.2% | $43.35万 | 加仓 |
| FLOT | ISHARES TR | $75.73万 | 0.01% | 14,835 | 589 | 4.1% | $3.01万 | 加仓 |
| RBRK | RUBRIK INC. | $75.66万 | 0.01% | 9,425 | 392 | 4.3% | $3.15万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $75.55万 | 0.01% | 2,158 | 261 | 13.8% | $9.14万 | 加仓 |
| DT | DYNATRACE INC | $74.76万 | 0.01% | 17,025 | 324 | 1.9% | $1.42万 | 加仓 |