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 |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | $60.07万 | 0.01% | 5,607 | -30 | -0.5% | -$3,214 | 减仓 |
| DG | DOLLAR GEN CORP | $59.94万 | 0.01% | 5,207 | -499 | -8.7% | -$5.74万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $59.85万 | 0.01% | 5,328 | 193 | 3.8% | $2.17万 | 加仓 |
| TLH | ISHARES TR | $59.66万 | 0.01% | 5,946 | -1,975 | -24.9% | -$19.82万 | 减仓 |
| ACWI | ISHARES TR | $59.61万 | 0.01% | 3,797 | 1,268 | 50.1% | $19.90万 | 加仓 |
| JBL | JABIL INC | $59.37万 | 0.01% | 1,540 | 105 | 7.3% | $4.05万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $59.14万 | 0.01% | 12,618 | 79 | 0.6% | $3,703 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $59.05万 | 0.01% | 9,956 | -551 | -5.2% | -$3.27万 | 减仓 |
| DHI | D R HORTON INC | $58.76万 | 0.01% | 3,608 | 211 | 6.2% | $3.44万 | 加仓 |
| USSG | DBX ETF TR | $58.61万 | 0.01% | 8,438 | -535 | -6.0% | -$3.72万 | 减仓 |
| HYD | VANECK ETF TRUST | $58.59万 | 0.01% | 11,374 | 932 | 8.9% | $4.80万 | 加仓 |
| COR | CENCORA INC | $58.54万 | 0.01% | 2,069 | -435 | -17.4% | -$12.31万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $58.32万 | 0.01% | 15,518 | 1,559 | 11.2% | $5.86万 | 加仓 |
| ITA | ISHARES TR | $58.23万 | 0.01% | 2,402 | -323 | -11.9% | -$7.83万 | 减仓 |
| VTR | VENTAS INC | $58.00万 | 0.01% | 6,532 | 282 | 4.5% | $2.50万 | 加仓 |
| FSLR | FIRST SOLAR INC | $57.67万 | 0.01% | 2,444 | 195 | 8.7% | $4.60万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $57.53万 | 0.01% | 14,046 | -1,156 | -7.6% | -$4.73万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $57.45万 | 0.01% | 7,708 | 1,016 | 15.2% | $7.57万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $57.43万 | 0.01% | 6,349 | 851 | 15.5% | $7.70万 | 加仓 |
| NKE | NIKE INC | $57.16万 | 0.01% | 13,924 | -17,861 | -56.2% | -$73.32万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $57.03万 | 0.01% | 679 | 85 | 14.3% | $7.14万 | 加仓 |
| ENB | ENBRIDGE INC | $56.99万 | 0.01% | 10,512 | 271 | 2.6% | $1.47万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $56.91万 | 0.01% | 751 | 83 | 12.4% | $6.29万 | 加仓 |
| BMI | BADGER METER INC | $56.86万 | 0.01% | 3,832 | 2,510 | 189.9% | $37.24万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $56.85万 | 0.01% | 6,088 | 376 | 6.6% | $3.51万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $56.82万 | 0.01% | 8,109 | 584 | 7.8% | $4.09万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $56.79万 | 0.01% | 6,183 | 97 | 1.6% | $8,910 | 加仓 |
| IYK | ISHARES TR | $56.79万 | 0.01% | 7,816 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $56.39万 | 0.01% | 1,911 | -19 | -1.0% | -$5,607 | 减仓 |
| HROW | HARROW INC | $56.18万 | 0.01% | 13,229 | 1,996 | 17.8% | $8.48万 | 加仓 |
| AWR | AMER STATES WTR CO | $56.14万 | 0.01% | 6,794 | -732 | -9.7% | -$6.05万 | 减仓 |
| SYY | SYSCO CORP | $55.93万 | 0.01% | 6,692 | 707 | 11.8% | $5.91万 | 加仓 |
| RY | ROYAL BK CDA | $55.92万 | 0.01% | 2,702 | -150 | -5.3% | -$3.10万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $55.70万 | 0.01% | 12,650 | -2,709 | -17.6% | -$11.93万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $55.46万 | 0.01% | 18,383 | 1,280 | 7.5% | $3.86万 | 加仓 |
| PCAR | PACCAR INC | $55.31万 | 0.01% | 4,604 | 58 | 1.3% | $6,967 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $55.29万 | 0.01% | 13,601 | -159 | -1.2% | -$6,463 | 减仓 |
| ALAB | ASTERA LABS INC | $55.21万 | 0.01% | 1,143 | -109 | -8.7% | -$5.26万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $55.12万 | 0.01% | 7,214 | 881 | 13.9% | $6.73万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $55.06万 | 0.01% | 4,658 | -96 | -2.0% | -$1.13万 | 减仓 |
| USIG | ISHARES TR | $54.99万 | 0.01% | 10,721 | 409 | 4.0% | $2.10万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $54.96万 | 0.01% | 5,047 | -307 | -5.7% | -$3.34万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $54.80万 | 0.01% | 7,996 | 3,011 | 60.4% | $20.64万 | 加仓 |
| TSN | TYSON FOODS INC | $54.74万 | 0.01% | 9,561 | -126 | -1.3% | -$7,213 | 减仓 |
| WWD | WOODWARD INC | $54.71万 | 0.01% | 1,286 | 157 | 13.9% | $6.68万 | 加仓 |
| — | BLACKROCK ETF TRUST | $54.56万 | 0.01% | 5,477 | -5,446 | -49.9% | -$54.26万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $54.53万 | 0.01% | 20,453 | 732 | 3.7% | $1.95万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $54.49万 | 0.01% | 15,717 | 4,914 | 45.5% | $17.04万 | 加仓 |
| PFFD | GLOBAL X FDS | $54.49万 | 0.01% | 29,154 | -931 | -3.1% | -$1.74万 | 减仓 |
| BNTX | BIONTECH SE | $54.32万 | 0.01% | 5,837 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $54.18万 | 0.01% | 1,410 | 642 | 83.6% | $24.67万 | 加仓 |
| FRO | FRONTLINE PLC | $54.15万 | 0.01% | 15,565 | 340 | 2.2% | $1.18万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $54.10万 | 0.01% | 9,653 | 1,386 | 16.8% | $7.77万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $54.03万 | 0.01% | 18,725 | -100 | -0.5% | -$2,886 | 减仓 |
| IRM | IRON MTN INC DEL | $54.02万 | 0.01% | 4,276 | 528 | 14.1% | $6.67万 | 加仓 |
| NGG | NATIONAL GRID PLC | $53.83万 | 0.01% | 6,496 | 223 | 3.6% | $1.85万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $53.70万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $53.70万 | 0.01% | 676 | 114 | 20.3% | $9.06万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $53.64万 | 0.01% | 14,092 | -39 | -0.3% | -$1,484 | 减仓 |
| BWA | BORGWARNER INC | $53.60万 | 0.01% | 8,073 | -220 | -2.7% | -$1.46万 | 减仓 |
| — | VERTIV HOLDINGS CO 看涨期权 | $53.57万 | 0.01% | 1,600 | -1,500 | -48.4% | -$50.22万 | 减仓 |
| ETR | ENTERGY CORP NEW | $53.42万 | 0.01% | 4,651 | 529 | 12.8% | $6.08万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $53.36万 | 0.01% | 6,423 | -92 | -1.4% | -$7,643 | 减仓 |
| ULTA | ULTA BEAUTY INC | $53.34万 | 0.01% | 1,183 | -492 | -29.4% | -$22.18万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $53.30万 | 0.01% | 23,257 | -7,805 | -25.1% | -$17.89万 | 减仓 |
| MGK | VANGUARD WORLD FD | $53.21万 | 0.01% | 6,053 | -2 | -0.0% | -$176 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $53.11万 | 0.01% | 13,763 | 393 | 2.9% | $1.52万 | 加仓 |
| ECHO | ECHOSTAR CORP | $53.10万 | 0.01% | 5,232 | 367 | 7.5% | $3.73万 | 加仓 |
| IWP | ISHARES TR | $53.05万 | 0.01% | 3,623 | -384 | -9.6% | -$5.62万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $52.98万 | 0.01% | 19,874 | 2,320 | 13.2% | $6.19万 | 加仓 |
| KR | KROGER CO | $52.87万 | 0.01% | 9,521 | -542 | -5.4% | -$3.01万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $52.76万 | 0.01% | 4,311 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $52.70万 | 0.01% | 14,901 | -389 | -2.5% | -$1.38万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $52.69万 | 0.01% | 5,778 | -339 | -5.5% | -$3.09万 | 减仓 |
| ORI | OLD REP INTL CORP | $52.67万 | 0.01% | 12,871 | -2,848 | -18.1% | -$11.65万 | 减仓 |
| SSO | PROSHARES TR | $52.52万 | 0.01% | 7,794 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $52.44万 | 0.01% | 20,926 | 176 | 0.8% | $4,410 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $52.34万 | 0.01% | 11,089 | 685 | 6.6% | $3.23万 | 加仓 |
| DDWM | WISDOMTREE TR | $52.31万 | 0.01% | 11,326 | 258 | 2.3% | $1.19万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $52.09万 | 0.01% | 39,391 | -2,397 | -5.7% | -$3.17万 | 减仓 |
| URTH | ISHARES INC | $51.99万 | 0.01% | 2,565 | 2 | 0.1% | $405 | 加仓 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $51.96万 | 0.01% | 9,278 | 828 | 9.8% | $4.64万 | 加仓 |
| IREN | IREN LIMITED | $51.90万 | 0.01% | 11,349 | 1,930 | 20.5% | $8.83万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $51.90万 | 0.01% | 11,248 | -2,996 | -21.0% | -$13.82万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $51.37万 | 0.01% | 10,082 | 1,006 | 11.1% | $5.13万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $51.31万 | 0.01% | 2,964 | -235 | -7.3% | -$4.07万 | 减仓 |
| NASA | TEMA ETF TRUST | $51.31万 | 0.01% | 16,889 | 16,889 | — | $51.31万 | 新建仓 |
| SITM | SITIME CORP | $51.23万 | 0.01% | 687 | 687 | — | $51.23万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $51.17万 | 0.01% | 10,518 | -174 | -1.6% | -$8,465 | 减仓 |
| — | ISHARES TR | $51.06万 | 0.01% | 5,710 | -130 | -2.2% | -$1.16万 | 减仓 |
| SWIM | LATHAM GROUP INC | $50.88万 | 0.01% | 78,644 | 8,911 | 12.8% | $5.77万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $50.83万 | 0.01% | 1,107 | -12 | -1.1% | -$5,510 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $50.80万 | 0.01% | 7,259 | 222 | 3.2% | $1.55万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $50.58万 | 0.01% | 4,608 | 476 | 11.5% | $5.23万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $50.52万 | 0.01% | 6,494 | -261 | -3.9% | -$2.03万 | 减仓 |
| — | NUSHARES ETF TR | $50.37万 | 0.01% | 23,500 | 1,281 | 5.8% | $2.75万 | 加仓 |
| GL | GLOBE LIFE INC | $50.32万 | 0.01% | 2,816 | -220 | -7.2% | -$3.93万 | 减仓 |
| NUE | NUCOR CORP | $50.29万 | 0.01% | 2,258 | -255 | -10.1% | -$5.68万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $50.17万 | 0.01% | 13,376 | 2,222 | 19.9% | $8.33万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $50.01万 | 0.01% | 8,528 | -4 | -0.0% | -$235 | 减仓 |