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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.45亿 | 5.42% | 1,722,144 | 1,751 | 0.1% | $35.04万 | 加仓 |
| AAPL | APPLE INC | $3.29亿 | 5.18% | 1,136,862 | 3,217 | 0.3% | $93.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.06亿 | 3.24% | 299,727 | 65,391 | 27.9% | $4,491.12万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.28亿 | 2.02% | 174,476 | -3,965 | -2.2% | -$291.98万 | 减仓 |
| IVV | ISHARES TR | $1.26亿 | 1.99% | 168,683 | -1,286 | -0.8% | -$96.31万 | 减仓 |
| AMZN | AMAZON COM INC | $1.07亿 | 1.68% | 448,813 | 4,445 | 1.0% | $105.94万 | 加仓 |
| GOOG | ALPHABET INC | $9,945.59万 | 1.56% | 281,482 | 5,945 | 2.2% | $210.05万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $9,309.09万 | 1.46% | 1,578,346 | -67,125 | -4.1% | -$395.90万 | 减仓 |
| GOOGL | ALPHABET INC | $8,038.86万 | 1.26% | 224,945 | 4,057 | 1.8% | $144.98万 | 加仓 |
| QLTY | GMO ETF TRUST | $7,373.41万 | 1.16% | 1,771,602 | 33,274 | 1.9% | $138.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,018.92万 | 1.10% | 188,165 | 235 | 0.1% | $8.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,971.40万 | 1.10% | 1,571,550 | 35,247 | 2.3% | $156.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,775.23万 | 1.07% | 90,727 | 297 | 0.3% | $22.18万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $6,409.27万 | 1.01% | 475,747 | 25,886 | 5.8% | $348.74万 | 加仓 |
| AVGO | BROADCOM INC | $5,947.97万 | 0.94% | 157,458 | 6,787 | 4.5% | $256.38万 | 加仓 |
| GLD | SPDR GOLD TR | $5,372.37万 | 0.85% | 145,838 | 24,745 | 20.4% | $911.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,290.80万 | 0.83% | 614,209 | -9,875 | -1.6% | -$85.06万 | 减仓 |
| SGOV | ISHARES TR | $4,690.94万 | 0.74% | 465,972 | 60,262 | 14.9% | $606.66万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,672.72万 | 0.74% | 509,900 | -186,177 | -26.7% | -$1,706.13万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,573.44万 | 0.72% | 238,510 | 9,676 | 4.2% | $185.54万 | 加仓 |
| TSLA | TESLA INC | $4,508.82万 | 0.71% | 107,200 | 1,288 | 1.2% | $54.17万 | 加仓 |
| LLY | ELI LILLY & CO | $4,475.36万 | 0.70% | 37,313 | -468 | -1.2% | -$56.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,326.72万 | 0.68% | 132,182 | -311 | -0.2% | -$10.18万 | 减仓 |
| META | META PLATFORMS INC | $4,241.74万 | 0.67% | 75,303 | 1,024 | 1.4% | $57.68万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,216.58万 | 0.66% | 1,522,230 | 107,724 | 7.6% | $298.40万 | 加仓 |
| V | VISA INC | $4,210.30万 | 0.66% | 122,717 | -345 | -0.3% | -$11.84万 | 减仓 |
| IUSB | ISHARES TR | $4,208.83万 | 0.66% | 911,989 | 232,791 | 34.3% | $1,074.33万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,133.99万 | 0.65% | 1,002,180 | 2,749 | 0.3% | $11.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,022.58万 | 0.63% | 108,707 | -1,441 | -1.3% | -$53.32万 | 减仓 |
| IVE | ISHARES TR | $3,931.75万 | 0.62% | 173,159 | -27,133 | -13.5% | -$616.08万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $3,912.69万 | 0.62% | 805,578 | 1,595 | 0.2% | $7.75万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,908.84万 | 0.62% | 574,745 | -3,100 | -0.5% | -$21.08万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,877.69万 | 0.61% | 1,317,599 | 112,448 | 9.3% | $330.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,695.98万 | 0.58% | 32,019 | 164 | 0.5% | $18.93万 | 加仓 |
| HD | HOME DEPOT INC | $3,628.99万 | 0.57% | 102,898 | -482 | -0.5% | -$17.00万 | 减仓 |
| AGG | ISHARES TR | $3,602.59万 | 0.57% | 363,971 | 26,738 | 7.9% | $264.65万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,368.23万 | 0.53% | 837,660 | 20,596 | 2.5% | $82.82万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $3,298.31万 | 0.52% | 477,462 | 50,245 | 11.8% | $347.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,093.93万 | 0.49% | 61,830 | -628 | -1.0% | -$31.42万 | 减仓 |
| IEFA | ISHARES TR | $3,059.19万 | 0.48% | 316,752 | 78,395 | 32.9% | $757.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,928.14万 | 0.46% | 865,290 | 15,228 | 1.8% | $51.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,874.83万 | 0.45% | 403,485 | 53,606 | 15.3% | $381.94万 | 加仓 |
| IYW | ISHARES TR | $2,866.80万 | 0.45% | 113,658 | -4,133 | -3.5% | -$104.25万 | 减仓 |
| IJR | ISHARES TR | $2,866.19万 | 0.45% | 193,257 | 4,525 | 2.4% | $67.11万 | 加仓 |
| ABBV | ABBVIE INC | $2,805.18万 | 0.44% | 111,476 | 1,424 | 1.3% | $35.83万 | 加仓 |
| IEMG | ISHARES INC | $2,766.54万 | 0.44% | 333,962 | 50,093 | 17.6% | $414.97万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2,683.08万 | 0.42% | 343,632 | 3,231 | 0.9% | $25.23万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,682.63万 | 0.42% | 224,450 | -11,350 | -4.8% | -$135.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,655.44万 | 0.42% | 45,712 | -8,854 | -16.2% | -$514.33万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,651.19万 | 0.42% | 164,120 | -23,446 | -12.5% | -$378.75万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,602.96万 | 0.41% | 344,717 | 2,244 | 0.7% | $16.94万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,562.27万 | 0.40% | 563,259 | 41,778 | 8.0% | $190.05万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,435.32万 | 0.38% | 665,387 | 51,887 | 8.5% | $189.91万 | 加仓 |
| IWB | ISHARES TR | $2,342.34万 | 0.37% | 57,200 | -2,003 | -3.4% | -$82.02万 | 减仓 |
| EEM | ISHARES TR | $2,328.58万 | 0.37% | 340,386 | 162,516 | 91.4% | $1,111.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,300.29万 | 0.36% | 90,574 | 3,486 | 4.0% | $88.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,266.66万 | 0.36% | 44,133 | -5 | -0.0% | -$2,568 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,260.55万 | 0.36% | 66,831 | 482 | 0.7% | $16.30万 | 加仓 |
| MUB | ISHARES TR | $2,251.27万 | 0.35% | 209,187 | 4,852 | 2.4% | $52.22万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,245.03万 | 0.35% | 644,939 | 15,952 | 2.5% | $55.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,158.03万 | 0.34% | 429,630 | 42,408 | 11.0% | $213.02万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,138.29万 | 0.34% | 413,676 | 4,242 | 1.0% | $21.93万 | 加仓 |
| MCO | MOODYS CORP | $2,098.80万 | 0.33% | 46,339 | 68 | 0.1% | $3.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,092.48万 | 0.33% | 539,438 | 51,442 | 10.5% | $199.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,082.09万 | 0.33% | 22,257 | 520 | 2.4% | $48.64万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,059.33万 | 0.32% | 447,195 | 188,040 | 72.6% | $865.92万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,946.74万 | 0.31% | 188,913 | 7,092 | 3.9% | $73.08万 | 加仓 |
| — | EXXON MOBIL CORP | $1,940.76万 | 0.31% | 141,951 | 2,477 | 1.8% | $33.87万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,873.38万 | 0.29% | 43,232 | 345 | 0.8% | $14.95万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,854.56万 | 0.29% | 203,328 | 12,965 | 6.8% | $118.25万 | 加仓 |
| IJH | ISHARES TR | $1,785.44万 | 0.28% | 231,545 | -9,977 | -4.1% | -$76.93万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,766.37万 | 0.28% | 24,431 | 964 | 4.1% | $69.70万 | 加仓 |
| MCD | MCDONALDS CORP | $1,718.88万 | 0.27% | 63,589 | 3,159 | 5.2% | $85.39万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $1,698.31万 | 0.27% | 294,680 | 48,591 | 19.7% | $280.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,650.91万 | 0.26% | 75,754 | 1,833 | 2.5% | $39.95万 | 加仓 |
| WMT | WALMART INC | $1,629.57万 | 0.26% | 143,878 | -276 | -0.2% | -$3.13万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,582.12万 | 0.25% | 641,573 | 48,656 | 8.2% | $119.99万 | 加仓 |
| IWR | ISHARES TR | $1,576.35万 | 0.25% | 142,889 | 9,735 | 7.3% | $107.40万 | 加仓 |
| CSCO | CISCO SYS INC | $1,553.92万 | 0.24% | 132,294 | -326 | -0.2% | -$3.83万 | 减仓 |
| EFA | ISHARES TR | $1,549.94万 | 0.24% | 149,204 | 3,001 | 2.1% | $31.17万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,542.94万 | 0.24% | 318,593 | 8,139 | 2.6% | $39.42万 | 加仓 |
| KLAC | KLA CORP | $1,540.31万 | 0.24% | 51,053 | 2,343 | 4.8% | $70.69万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,517.91万 | 0.24% | 95,670 | -2,511 | -2.6% | -$39.84万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,512.07万 | 0.24% | 323,024 | 19,701 | 6.5% | $92.22万 | 加仓 |
| IVW | ISHARES TR | $1,508.28万 | 0.24% | 109,669 | -1,306 | -1.2% | -$17.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,476.64万 | 0.23% | 62,406 | 1,565 | 2.6% | $37.03万 | 加仓 |
| EQIX | EQUINIX INC | $1,451.16万 | 0.23% | 13,921 | 2,394 | 20.8% | $249.56万 | 加仓 |
| SETM | SPROTT FDS TR | $1,434.16万 | 0.23% | 460,258 | 460,258 | — | $1,434.16万 | 新建仓 |
| GOVT | ISHARES TR | $1,421.64万 | 0.22% | 624,075 | 4,285 | 0.7% | $9.76万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,409.70万 | 0.22% | 537,440 | 42,715 | 8.6% | $112.04万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1,388.71万 | 0.22% | 42,067 | -26 | -0.1% | -$8,583 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,379.94万 | 0.22% | 149,554 | 36,835 | 32.7% | $339.88万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,338.53万 | 0.21% | 26,698 | -105 | -0.4% | -$5.26万 | 减仓 |
| RTX | RTX CORPORATION | $1,335.61万 | 0.21% | 70,395 | 1,101 | 1.6% | $20.89万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,329.90万 | 0.21% | 125,097 | -1,783 | -1.4% | -$18.96万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,325.44万 | 0.21% | 75,032 | -456 | -0.6% | -$8.06万 | 减仓 |
| QUAL | ISHARES TR | $1,318.87万 | 0.21% | 60,104 | -74,171 | -55.2% | -$1,627.54万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,282.62万 | 0.20% | 269,855 | 7,155 | 2.7% | $34.01万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,278.20万 | 0.20% | 246,853 | -60,414 | -19.7% | -$312.82万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,266.11万 | 0.20% | 59,506 | 7,069 | 13.5% | $150.41万 | 加仓 |