Perennial Advisors, LLC
NEW YORK NY · SEC CIK 0001697360
$5.87亿2026Q1 申报市值
122持仓数
37.7%前十大占比 · 第一大 5.3%
4 / 8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
LIN 加仓+$414.31万
IAU 新建仓+$385.29万
SPY 加仓+$268.15万
JMTG 新建仓+$189.24万
RSP 新建仓+$185.03万
2026Q1 卖出最多 按季末市值估算
APD 减仓-$149.04万
VBIL 清仓-$86.38万
APH 减仓-$68.08万
META 减仓-$59.10万
AMAT 减仓-$55.78万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $643.11万 | 1.10% | 66,886 | 13,559 | 25.4% | $130.37万 | 加仓 |
| AMAT | APPLIED MATLS INC | $691.65万 | 1.18% | 20,236 | -1,632 | -7.5% | -$55.78万 | 减仓 |
| AMGN | AMGEN INC | $693.81万 | 1.18% | 19,719 | -237 | -1.2% | -$8.34万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $698.48万 | 1.19% | 51,325 | 2,198 | 4.5% | $29.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $727.54万 | 1.24% | 95,054 | -5,727 | -5.7% | -$43.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $826.74万 | 1.41% | 16,820 | 98 | 0.6% | $4.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $869.37万 | 1.48% | 25,330 | -291 | -1.1% | -$9.99万 | 减仓 |
| MCD | MCDONALDS CORP | $877.52万 | 1.49% | 28,235 | 455 | 1.6% | $14.14万 | 加仓 |
| UNP | UNION PAC CORP | $891.81万 | 1.52% | 36,757 | 243 | 0.7% | $5.90万 | 加仓 |
| FLOT | ISHARES TR | $911.54万 | 1.55% | 178,909 | 7,718 | 4.5% | $39.32万 | 加仓 |
| FDX | FEDEX CORP | $956.00万 | 1.63% | 26,839 | -554 | -2.0% | -$19.73万 | 减仓 |
| META | META PLATFORMS INC | $967.82万 | 1.65% | 16,916 | -1,033 | -5.8% | -$59.10万 | 减仓 |
| — | HONEYWELL INTL INC | $991.60万 | 1.69% | 43,870 | -1,494 | -3.3% | -$33.77万 | 减仓 |
| CSCO | CISCO SYS INC | $1,036.51万 | 1.77% | 133,588 | -779 | -0.6% | -$6.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,067.38万 | 1.82% | 16,412 | 4,123 | 33.6% | $268.15万 | 加仓 |
| KKR | KKR & CO INC | $1,073.78万 | 1.83% | 116,084 | 1,596 | 1.4% | $14.76万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,098.45万 | 1.87% | 217,043 | 16,168 | 8.0% | $81.83万 | 加仓 |
| V | VISA INC | $1,165.70万 | 1.99% | 38,569 | 683 | 1.8% | $20.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,192.67万 | 2.03% | 48,792 | -1,799 | -3.6% | -$43.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,257.15万 | 2.14% | 25,160 | 263 | 1.1% | $13.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,345.41万 | 2.29% | 13,502 | 123 | 0.9% | $12.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,470.84万 | 2.50% | 48,626 | -98 | -0.2% | -$2.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,651.88万 | 2.81% | 56,156 | -399 | -0.7% | -$11.74万 | 减仓 |
| GLD | SPDR GOLD TR | $1,866.94万 | 3.18% | 43,388 | -49 | -0.1% | -$2.11万 | 减仓 |
| AMZN | AMAZON COM INC | $1,885.18万 | 3.21% | 90,516 | 1,566 | 1.8% | $32.62万 | 加仓 |
| APH | AMPHENOL CORP | $2,130.56万 | 3.63% | 168,622 | -5,388 | -3.1% | -$68.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,299.03万 | 3.91% | 131,825 | -1,124 | -0.8% | -$19.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,369.86万 | 4.04% | 33 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,582.21万 | 4.40% | 90,016 | -668 | -0.7% | -$19.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,786.45万 | 4.74% | 75,275 | 957 | 1.3% | $35.43万 | 加仓 |
| AAPL | APPLE INC | $3,110.09万 | 5.30% | 122,546 | 568 | 0.5% | $14.42万 | 加仓 |