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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $51.11万 | 0.01% | 6,250 | -2,748 | -30.5% | -$22.47万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $50.82万 | 0.01% | 17,554 | 17,554 | — | $50.82万 | 新建仓 |
| — | TIDAL TRUST I | $50.75万 | 0.01% | 9,949 | -877 | -8.1% | -$4.47万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $50.53万 | 0.01% | 5,712 | -16 | -0.3% | -$1,415 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $50.36万 | 0.01% | 6,692 | 404 | 6.4% | $3.04万 | 加仓 |
| VEEV | VEEVA SYS INC | $50.24万 | 0.01% | 2,860 | 190 | 7.1% | $3.34万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $50.11万 | 0.01% | 1,319 | -5 | -0.4% | -$1,899 | 减仓 |
| CPNG | COUPANG INC | $50.08万 | 0.01% | 26,523 | 19,786 | 293.7% | $37.36万 | 重新持有 |
| ISCF | ISHARES TR | $49.91万 | 0.01% | 11,943 | -36 | -0.3% | -$1,504 | 减仓 |
| MSIF | MSC INCOME FUND INC | $49.28万 | 0.01% | 40,460 | 10,255 | 34.0% | $12.49万 | 加仓 |
| — | ISHARES TR | $49.03万 | 0.01% | 5,840 | -91 | -1.5% | -$7,640 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $49.02万 | 0.01% | 15,199 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE TR | $48.82万 | 0.01% | 11,068 | -717 | -6.1% | -$3.16万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $48.73万 | 0.01% | 8,106 | 23 | 0.3% | $1,383 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $48.48万 | 0.01% | 10,692 | 486 | 4.8% | $2.20万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $48.39万 | 0.01% | 2,315 | 76 | 3.4% | $1.59万 | 加仓 |
| KKR | KKR & CO INC | $48.37万 | 0.01% | 5,229 | 52 | 1.0% | $4,810 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.08万 | 0.01% | 1,581 | 391 | 32.9% | $11.89万 | 加仓 |
| FLRT | PACER FDS TR | $47.82万 | 0.01% | 10,325 | -19,109 | -64.9% | -$88.49万 | 减仓 |
| EQNR | EQUINOR ASA | $47.81万 | 0.01% | 11,329 | -5,087 | -31.0% | -$21.47万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $47.80万 | 0.01% | 9,962 | -24,679 | -71.2% | -$118.41万 | 减仓 |
| MPLX | MPLX LP | $47.55万 | 0.01% | 8,331 | -390 | -4.5% | -$2.23万 | 减仓 |
| IR | INGERSOLL RAND INC | $47.53万 | 0.01% | 5,932 | 891 | 17.7% | $7.14万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $47.32万 | 0.01% | 4,311 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $47.24万 | 0.01% | 14,757 | -8,583 | -36.8% | -$27.47万 | 减仓 |
| — | NUSHARES ETF TR | $47.06万 | 0.01% | 22,219 | -20,093 | -47.5% | -$42.56万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $46.94万 | 0.01% | 2,928 | 184 | 6.7% | $2.95万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $46.94万 | 0.01% | 1,670 | 163 | 10.8% | $4.58万 | 加仓 |
| CLS | CELESTICA INC | $46.82万 | 0.01% | 1,662 | 91 | 5.8% | $2.56万 | 加仓 |
| URI | UNITED RENTALS INC | $46.72万 | 0.01% | 641 | -28 | -4.2% | -$2.04万 | 减仓 |
| RDDT | REDDIT INC | $46.68万 | 0.01% | 3,467 | 1,149 | 49.6% | $15.47万 | 加仓 |
| DHI | D R HORTON INC | $46.62万 | 0.01% | 3,397 | -722 | -17.5% | -$9.91万 | 减仓 |
| POOL | POOL CORP | $46.56万 | 0.01% | 2,301 | -317 | -12.1% | -$6.41万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $46.52万 | 0.01% | 19,167 | -7,729 | -28.7% | -$18.76万 | 减仓 |
| ETR | ENTERGY CORP NEW | $46.31万 | 0.01% | 4,122 | 10 | 0.2% | $1,124 | 加仓 |
| URTH | ISHARES INC | $46.15万 | 0.01% | 2,563 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $46.14万 | 0.01% | 2,852 | -21 | -0.7% | -$3,398 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $46.10万 | 0.01% | 6,755 | -5,640 | -45.5% | -$38.49万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.03万 | 0.01% | 6,333 | 1,795 | 39.6% | $13.05万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $45.83万 | 0.01% | 14,131 | 235 | 1.7% | $7,621 | 加仓 |
| HTO | H2O AMERICA | $45.70万 | 0.01% | 7,789 | 46 | 0.6% | $2,699 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $45.69万 | 0.01% | 6,086 | -209 | -3.3% | -$1.57万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $45.64万 | 0.01% | 4,560 | -396 | -8.0% | -$3.96万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $45.50万 | 0.01% | 668 | -8 | -1.2% | -$5,449 | 减仓 |
| IYH | ISHARES TR | $45.43万 | 0.01% | 7,370 | 7 | 0.1% | $432 | 加仓 |
| NJR | NEW JERSEY RES CORP | $45.40万 | 0.01% | 8,267 | -637 | -7.2% | -$3.50万 | 减仓 |
| SF | STIFEL FINL CORP | $45.36万 | 0.01% | 6,136 | -1,278 | -17.2% | -$9.45万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $45.25万 | 0.01% | 8,545 | 1 | 0.0% | $53 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $45.12万 | 0.01% | 7,525 | -197 | -2.6% | -$1.18万 | 减仓 |
| CLH | CLEAN HARBORS INC | $45.10万 | 0.01% | 1,573 | 1,573 | — | $45.10万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $45.04万 | 0.01% | 2,056 | 780 | 61.1% | $17.09万 | 加仓 |
| BWA | BORGWARNER INC | $45.00万 | 0.01% | 8,293 | -1,859 | -18.3% | -$10.09万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $44.94万 | 0.01% | 20,750 | 381 | 1.9% | $8,252 | 加仓 |
| SKM | SK TELECOM CO LTD | $44.88万 | 0.01% | 15,323 | 3,137 | 25.7% | $9.19万 | 加仓 |
| IAGG | ISHARES TR | $44.76万 | 0.01% | 8,944 | 789 | 9.7% | $3.95万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $44.67万 | 0.01% | 9,970 | 9,970 | — | $44.67万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $44.54万 | 0.01% | 2,246 | 5 | 0.2% | $991 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $44.51万 | 0.01% | 50,981 | 2,518 | 5.2% | $2.20万 | 加仓 |
| MGK | VANGUARD WORLD FD | $44.50万 | 0.01% | 1,211 | 4 | 0.3% | $1,470 | 加仓 |
| FSLR | FIRST SOLAR INC | $44.36万 | 0.01% | 2,249 | -125 | -5.3% | -$2.47万 | 减仓 |
| DOV | DOVER CORP | $44.34万 | 0.01% | 2,127 | -268 | -11.2% | -$5.59万 | 减仓 |
| RBRK | RUBRIK INC. | $44.23万 | 0.01% | 9,033 | 3,682 | 68.8% | $18.03万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $44.21万 | 0.01% | 9,048 | -1,453 | -13.8% | -$7.10万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $44.21万 | 0.01% | 20,494 | 6,699 | 48.6% | $14.45万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $44.03万 | 0.01% | 5,498 | -1,285 | -18.9% | -$10.29万 | 减仓 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $44.00万 | 0.01% | 8,450 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $43.68万 | 0.01% | 62,855 | 62,855 | — | $43.68万 | 新建仓 |
| — | ALPHABET INC 看涨期权 | $43.07万 | 0.01% | 39,200 | 39,200 | — | $43.07万 | 新建仓 |
| GRMN | GARMIN LTD | $43.03万 | 0.01% | 1,855 | 144 | 8.4% | $3.34万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $42.73万 | 0.01% | 8,551 | -22 | -0.3% | -$1,099 | 减仓 |
| SYY | SYSCO CORP | $42.69万 | 0.01% | 5,985 | 279 | 4.9% | $1.99万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $42.69万 | 0.01% | 3,199 | 307 | 10.6% | $4.10万 | 加仓 |
| ES | EVERSOURCE ENERGY | $42.68万 | 0.01% | 6,161 | -759 | -11.0% | -$5.26万 | 减仓 |
| EBAY | EBAY INC. | $42.68万 | 0.01% | 4,689 | -65 | -1.4% | -$5,916 | 减仓 |
| — | VIRTUS ETF TR II | $42.66万 | 0.01% | 18,500 | -29,550 | -61.5% | -$68.14万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $42.49万 | 0.01% | 5,161 | 100 | 2.0% | $8,233 | 加仓 |
| NUE | NUCOR CORP | $42.49万 | 0.01% | 2,513 | 67 | 2.7% | $1.13万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $42.29万 | 0.01% | 26,562 | 14,162 | 114.2% | $22.55万 | 加仓 |
| GNMA | ISHARES TR | $42.26万 | 0.01% | 9,534 | 1,017 | 11.9% | $4.51万 | 加仓 |
| GL | GLOBE LIFE INC | $42.25万 | 0.01% | 3,036 | -190 | -5.9% | -$2.64万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $42.11万 | 0.01% | 9,076 | 2,521 | 38.5% | $11.70万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $42.10万 | 0.01% | 4,573 | -902 | -16.5% | -$8.30万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $42.03万 | 0.01% | 3,688 | -601 | -14.0% | -$6.85万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $41.88万 | 0.01% | 20,517 | -109,449 | -84.2% | -$223.38万 | 减仓 |
| VFC | V F CORP | $41.82万 | 0.01% | 24,612 | 685 | 2.9% | $1.16万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $41.81万 | 0.01% | 10,404 | 1,095 | 11.8% | $4.40万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $41.69万 | 0.01% | 8,532 | 534 | 6.7% | $2.61万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $41.57万 | 0.01% | 4,405 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY COVINGTON TRUST | $41.46万 | 0.01% | 8,084 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $41.31万 | 0.01% | 2,858 | -184 | -6.0% | -$2.66万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $41.13万 | 0.01% | 1,763 | 252 | 16.7% | $5.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $40.91万 | 0.01% | 562 | 9 | 1.6% | $6,551 | 加仓 |
| QDEF | FLEXSHARES TR | $40.90万 | 0.01% | 5,124 | 2,141 | 71.8% | $17.09万 | 加仓 |
| IDV | ISHARES TR | $40.79万 | 0.01% | 9,584 | 439 | 4.8% | $1.87万 | 加仓 |
| SSO | PROSHARES TR | $40.44万 | 0.01% | 7,794 | -1,646 | -17.4% | -$8.54万 | 减仓 |
| IQV | IQVIA HLDGS INC | $40.42万 | 0.01% | 2,370 | -437 | -15.6% | -$7.45万 | 减仓 |
| WWD | WOODWARD INC | $40.41万 | 0.01% | 1,129 | 47 | 4.3% | $1.68万 | 加仓 |
| IWS | ISHARES TR | $40.21万 | 0.01% | 2,759 | -512 | -15.7% | -$7.46万 | 减仓 |
| KB | KB FINL GROUP INC | $40.15万 | 0.01% | 4,026 | 45 | 1.1% | $4,488 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $40.04万 | 0.01% | 11,154 | 2,107 | 23.3% | $7.56万 | 加仓 |