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
NVDA NVIDIA CORPORATION $3.45亿5.42%1,722,144 1,7510.1% $35.04万 加仓
AAPL APPLE INC $3.29亿5.18%1,136,862 3,2170.3% $93.09万 加仓
VOO VANGUARD INDEX FDS $2.06亿3.24%299,727 65,39127.9% $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 4,4451.0% $105.94万 加仓
GOOG ALPHABET INC $9,945.59万1.56%281,482 5,9452.2% $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 4,0571.8% $144.98万 加仓
QLTY GMO ETF TRUST $7,373.41万1.16%1,771,602 33,2741.9% $138.49万 加仓
MSFT MICROSOFT CORP $7,018.92万1.10%188,165 2350.1% $8.77万 加仓
— DIMENSIONAL ETF TRUST $6,971.40万1.10%1,571,550 35,2472.3% $156.36万 加仓
SPY STATE STR SPDR S&P 500 ETF T $6,775.23万1.07%90,727 2970.3% $22.18万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $6,409.27万1.01%475,747 25,8865.8% $348.74万 加仓
AVGO BROADCOM INC $5,947.97万0.94%157,458 6,7874.5% $256.38万 加仓
GLD SPDR GOLD TR $5,372.37万0.85%145,838 24,74520.4% $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 60,26214.9% $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 9,6764.2% $185.54万 加仓
TSLA TESLA INC $4,508.82万0.71%107,200 1,2881.2% $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 1,0241.4% $57.68万 加仓
SCHF SCHWAB STRATEGIC TR $4,216.58万0.66%1,522,230 107,7247.6% $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%911,989 232,79134.3% $1,074.33万 加仓
DFAI DIMENSIONAL ETF TRUST $4,133.99万0.65%1,002,180 2,7490.3% $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 1,5950.2% $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%1,317,599 112,4489.3% $330.93万 加仓
MU MICRON TECHNOLOGY INC $3,695.98万0.58%32,019 1640.5% $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 26,7387.9% $264.65万 加仓
DFAE DIMENSIONAL ETF TRUST $3,368.23万0.53%837,660 20,5962.5% $82.82万 加仓
PHO INVESCO EXCHANGE TRADED FD T $3,298.31万0.52%477,462 50,24511.8% $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 78,39532.9% $757.14万 加仓
SCHG SCHWAB STRATEGIC TR $2,928.14万0.46%865,290 15,2281.8% $51.53万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,874.83万0.45%403,485 53,60615.3% $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 4,5252.4% $67.11万 加仓
ABBV ABBVIE INC $2,805.18万0.44%111,476 1,4241.3% $35.83万 加仓
IEMG ISHARES INC $2,766.54万0.44%333,962 50,09317.6% $414.97万 加仓
BBIN J P MORGAN EXCHANGE TRADED F $2,683.08万0.42%343,632 3,2310.9% $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 2,2440.7% $16.94万 加仓
FBND FIDELITY MERRIMACK STR TR $2,562.27万0.40%563,259 41,7788.0% $190.05万 加仓
CORO BLACKROCK ETF TRUST $2,435.32万0.38%665,387 51,8878.5% $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%340,386 162,51691.4% $1,111.77万 加仓
JNJ JOHNSON & JOHNSON $2,300.29万0.36%90,574 3,4864.0% $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 4820.7% $16.30万 加仓
MUB ISHARES TR $2,251.27万0.35%209,187 4,8522.4% $52.22万 加仓
SCHV SCHWAB STRATEGIC TR $2,245.03万0.35%644,939 15,9522.5% $55.53万 加仓
VTIP VANGUARD MALVERN FDS $2,158.03万0.34%429,630 42,40811.0% $213.02万 加仓
DFAU DIMENSIONAL ETF TRUST $2,138.29万0.34%413,676 4,2421.0% $21.93万 加仓
MCO MOODYS CORP $2,098.80万0.33%46,339 680.1% $3.08万 加仓
— DIMENSIONAL ETF TRUST $2,092.48万0.33%539,438 51,44210.5% $199.54万 加仓
COST COSTCO WHOLESALE CORPORATION $2,082.09万0.33%22,257 5202.4% $48.64万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $2,059.33万0.32%447,195 188,04072.6% $865.92万 加仓
AVDV AMERICAN CENTY ETF TR $1,946.74万0.31%188,913 7,0923.9% $73.08万 加仓
— EXXON MOBIL CORP $1,940.76万0.31%141,951 2,4771.8% $33.87万 加仓
LRCX LAM RESEARCH CORP $1,873.38万0.29%43,232 3450.8% $14.95万 加仓
AVLV AMERICAN CENTY ETF TR $1,854.56万0.29%203,328 12,9656.8% $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 9644.1% $69.70万 加仓
MCD MCDONALDS CORP $1,718.88万0.27%63,589 3,1595.2% $85.39万 加仓
QQA INVESCO ACTIVELY MANAGED EXC $1,698.31万0.27%294,680 48,59119.7% $280.04万 加仓
VTV VANGUARD INDEX FDS $1,650.91万0.26%75,754 1,8332.5% $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 48,6568.2% $119.99万 加仓
IWR ISHARES TR $1,576.35万0.25%142,889 9,7357.3% $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 3,0012.1% $31.17万 加仓
BNDX VANGUARD CHARLOTTE FDS $1,542.94万0.24%318,593 8,1392.6% $39.42万 加仓
KLAC KLA CORP $1,540.31万0.24%51,053 2,3434.8% $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 19,7016.5% $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 1,5652.6% $37.03万 加仓
EQIX EQUINIX INC $1,451.16万0.23%13,921 2,39420.8% $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 4,2850.7% $9.76万 加仓
SPTL SPDR SERIES TRUST $1,409.70万0.22%537,440 42,7158.6% $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 36,83532.7% $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 1,1011.6% $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 7,1552.7% $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 7,06913.5% $150.41万 加仓