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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $31.33万 | 0.05% | 8,155 | -1,260 | -13.4% | -$4.84万 | 减仓 |
| T | AT&T INC | $29.27万 | 0.05% | 10,095 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $27.90万 | 0.05% | 2,426 | 409 | 20.3% | $4.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.68万 | 0.05% | 458 | -59 | -11.4% | -$3.57万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.04万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $27.02万 | 0.05% | 281 | 45 | 19.1% | $4.33万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.26万 | 0.04% | 11,030 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $25.93万 | 0.04% | 13,500 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $25.35万 | 0.04% | 3,483 | -662 | -16.0% | -$4.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.89万 | 0.04% | 1,225 | -15 | -1.2% | -$3,048 | 减仓 |
| STT | STATE STR CORP | $24.34万 | 0.04% | 1,923 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $22.87万 | 0.04% | 2,355 | 20 | 0.9% | $1,943 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.71万 | 0.04% | 1,573 | -68 | -4.1% | -$9,819 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.23万 | 0.04% | 1,520 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.04% | 52 | -10 | -16.1% | -$4.21万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.83万 | 0.04% | 7,604 | -1,175 | -13.4% | -$3.37万 | 减仓 |
| BA | BOEING CO | $21.22万 | 0.04% | 1,066 | -5 | -0.5% | -$995 | 减仓 |
| MMM | 3M CO | $21.08万 | 0.04% | 1,451 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $20.06万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| BRW | SABA CAPITAL INCOME & OPRNT | $7.27万 | 0.01% | 10,787 | 400 | 3.9% | $2,696 | 加仓 |
| ASPI | ASP ISOTOPES INC | $6.63万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ENDAVA PLC | $4.42万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -11,452 | -100.0% | -$86.38万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -5,471 | -100.0% | -$54.92万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -656 | -100.0% | -$29.20万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,840 | -100.0% | -$23.68万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -8,209 | -100.0% | -$23.66万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,019 | -100.0% | -$20.82万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -232 | -100.0% | -$20.39万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -28,000 | -100.0% | -$13.69万 | 清仓 |