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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,110.09万 | 5.30% | 122,546 | 568 | 0.5% | $14.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,786.45万 | 4.74% | 75,275 | 957 | 1.3% | $35.43万 | 加仓 |
| GOOG | ALPHABET INC | $2,582.21万 | 4.40% | 90,016 | -668 | -0.7% | -$19.16万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,369.86万 | 4.04% | 33 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $2,299.03万 | 3.91% | 131,825 | -1,124 | -0.8% | -$19.60万 | 减仓 |
| APH | AMPHENOL CORP | $2,130.56万 | 3.63% | 168,622 | -5,388 | -3.1% | -$68.08万 | 减仓 |
| AMZN | AMAZON COM INC | $1,885.18万 | 3.21% | 90,516 | 1,566 | 1.8% | $32.62万 | 加仓 |
| GLD | SPDR GOLD TR | $1,866.94万 | 3.18% | 43,388 | -49 | -0.1% | -$2.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,651.88万 | 2.81% | 56,156 | -399 | -0.7% | -$11.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,470.84万 | 2.50% | 48,626 | -98 | -0.2% | -$2.96万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,345.41万 | 2.29% | 13,502 | 123 | 0.9% | $12.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,257.15万 | 2.14% | 25,160 | 263 | 1.1% | $13.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,192.67万 | 2.03% | 48,792 | -1,799 | -3.6% | -$43.97万 | 减仓 |
| V | VISA INC | $1,165.70万 | 1.99% | 38,569 | 683 | 1.8% | $20.64万 | 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 |
| KKR | KKR & CO INC | $1,073.78万 | 1.83% | 116,084 | 1,596 | 1.4% | $14.76万 | 加仓 |
| 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 |
| CSCO | CISCO SYS INC | $1,036.51万 | 1.77% | 133,588 | -779 | -0.6% | -$6.04万 | 减仓 |
| — | HONEYWELL INTL INC | $991.60万 | 1.69% | 43,870 | -1,494 | -3.3% | -$33.77万 | 减仓 |
| META | META PLATFORMS INC | $967.82万 | 1.65% | 16,916 | -1,033 | -5.8% | -$59.10万 | 减仓 |
| FDX | FEDEX CORP | $956.00万 | 1.63% | 26,839 | -554 | -2.0% | -$19.73万 | 减仓 |
| FLOT | ISHARES TR | $911.54万 | 1.55% | 178,909 | 7,718 | 4.5% | $39.32万 | 加仓 |
| UNP | UNION PAC CORP | $891.81万 | 1.52% | 36,757 | 243 | 0.7% | $5.90万 | 加仓 |
| MCD | MCDONALDS CORP | $877.52万 | 1.49% | 28,235 | 455 | 1.6% | $14.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $869.37万 | 1.48% | 25,330 | -291 | -1.1% | -$9.99万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $826.74万 | 1.41% | 16,820 | 98 | 0.6% | $4.82万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $727.54万 | 1.24% | 95,054 | -5,727 | -5.7% | -$43.83万 | 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 |
| AMGN | AMGEN INC | $693.81万 | 1.18% | 19,719 | -237 | -1.2% | -$8.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $691.65万 | 1.18% | 20,236 | -1,632 | -7.5% | -$55.78万 | 减仓 |
| NFLX | NETFLIX INC. | $643.11万 | 1.10% | 66,886 | 13,559 | 25.4% | $130.37万 | 加仓 |
| DIS | DISNEY WALT CO | $641.69万 | 1.09% | 66,579 | 858 | 1.3% | $8.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $635.08万 | 1.08% | 80,116 | -2,526 | -3.1% | -$20.02万 | 减仓 |
| NVS | NOVARTIS AG | $624.56万 | 1.06% | 40,888 | -1,456 | -3.4% | -$22.24万 | 减仓 |
| XYL | XYLEM INC | $610.93万 | 1.04% | 51,124 | 896 | 1.8% | $10.71万 | 加仓 |
| USB | US BANCORP | $584.94万 | 1.00% | 112,457 | 1,370 | 1.2% | $7.13万 | 加仓 |
| MDT | MEDTRONIC PLC | $554.35万 | 0.94% | 63,972 | 2,140 | 3.5% | $18.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $542.19万 | 0.92% | 16,901 | -1,123 | -6.2% | -$36.03万 | 减仓 |
| LIN | LINDE PLC | $534.83万 | 0.91% | 10,788 | 8,357 | 343.8% | $414.31万 | 加仓 |
| TJX | TJX COS INC NEW | $532.39万 | 0.91% | 33,337 | 602 | 1.8% | $9.61万 | 加仓 |
| SBUX | STARBUCKS CORP | $529.28万 | 0.90% | 59,077 | 1,802 | 3.1% | $16.14万 | 加仓 |
| HD | HOME DEPOT INC | $499.23万 | 0.85% | 15,179 | 563 | 3.9% | $18.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $497.82万 | 0.85% | 99,167 | -3,827 | -3.7% | -$19.21万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $446.50万 | 0.76% | 77,454 | 4,439 | 6.1% | $25.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $440.36万 | 0.75% | 7,629 | 3,136 | 69.8% | $181.02万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $425.50万 | 0.72% | 236,129 | 5,204 | 2.3% | $9.38万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $420.37万 | 0.72% | 50,800 | 1,761 | 3.6% | $14.57万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $413.65万 | 0.70% | 81,140 | 2,969 | 3.8% | $15.14万 | 加仓 |
| PFF | ISHARES TR | $405.16万 | 0.69% | 133,627 | 3,896 | 3.0% | $11.81万 | 加仓 |
| LEA | LEAR CORP | $399.99万 | 0.68% | 33,035 | 986 | 3.1% | $11.94万 | 加仓 |
| IAU | ISHARES GOLD TR | $385.29万 | 0.66% | 43,703 | 43,703 | — | $385.29万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $384.43万 | 0.65% | 59,992 | 4,923 | 8.9% | $31.55万 | 加仓 |
| ZTS | ZOETIS INC | $381.30万 | 0.65% | 32,256 | 3,923 | 13.8% | $46.37万 | 加仓 |
| SHY | ISHARES TR | $369.53万 | 0.63% | 44,753 | 2,287 | 5.4% | $18.88万 | 加仓 |
| FAST | FASTENAL CO | $357.91万 | 0.61% | 77,135 | -490 | -0.6% | -$2.27万 | 减仓 |
| ASML | ASML HLDG NV | $323.08万 | 0.55% | 2,446 | -30 | -1.2% | -$3.96万 | 减仓 |
| GOOGL | ALPHABET INC | $283.37万 | 0.48% | 9,854 | 536 | 5.8% | $15.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $282.67万 | 0.48% | 13,230 | -2,305 | -14.8% | -$49.25万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $259.73万 | 0.44% | 127,257 | -52 | -0.0% | -$1,061 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $189.24万 | 0.32% | 37,106 | 37,106 | — | $189.24万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $185.03万 | 0.32% | 9,641 | 9,641 | — | $185.03万 | 新建仓 |
| SHV | ISHARES TR | $182.29万 | 0.31% | 16,513 | 2,082 | 14.4% | $22.98万 | 加仓 |
| NKE | NIKE INC | $174.10万 | 0.30% | 32,957 | -5,511 | -14.3% | -$29.11万 | 减仓 |
| FISV | FISERV INC | $163.68万 | 0.28% | 29,333 | -2,060 | -6.6% | -$11.49万 | 减仓 |
| NYF | ISHARES TR | $159.23万 | 0.27% | 29,975 | 3,105 | 11.6% | $16.49万 | 加仓 |
| — | EXXON MOBIL CORP | $155.29万 | 0.26% | 9,153 | -1,041 | -10.2% | -$17.66万 | 减仓 |
| KLAC | KLA CORP | $137.38万 | 0.23% | 933 | -17 | -1.8% | -$2.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $114.74万 | 0.20% | 22,998 | 361 | 1.6% | $1.80万 | 加仓 |
| GATX | GATX CORP | $99.93万 | 0.17% | 5,853 | -125 | -2.1% | -$2.13万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $95.85万 | 0.16% | 19,414 | 12,116 | 166.0% | $59.82万 | 加仓 |
| EXP | EAGLE MATLS INC | $95.54万 | 0.16% | 5,043 | -50 | -1.0% | -$9,473 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $94.23万 | 0.16% | 18,850 | 1,090 | 6.1% | $5.45万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $88.37万 | 0.15% | 4,294 | 178 | 4.3% | $3.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $81.23万 | 0.14% | 3,926 | -1 | -0.0% | -$207 | 减仓 |
| CENX | CENTURY ALUM CO | $75.52万 | 0.13% | 12,868 | -6,500 | -33.6% | -$38.15万 | 减仓 |
| WFC | WELLS FARGO & CO | $75.47万 | 0.13% | 9,480 | -646 | -6.4% | -$5.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $74.51万 | 0.13% | 1,247 | 5 | 0.4% | $2,988 | 加仓 |
| IVE | ISHARES TR | $73.59万 | 0.13% | 3,485 | 2,506 | 256.0% | $52.91万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $68.62万 | 0.12% | 2,362 | -5,130 | -68.5% | -$149.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.72万 | 0.12% | 26,981 | -25 | -0.1% | -$628 | 减仓 |
| PEP | PEPSICO INC | $66.38万 | 0.11% | 4,274 | 5 | 0.1% | $777 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $61.84万 | 0.11% | 3,024 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $54.15万 | 0.09% | 1,514 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $54.11万 | 0.09% | 5,215 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $51.41万 | 0.09% | 4,274 | 500 | 13.2% | $6.01万 | 加仓 |
| BAC | BANK AMERICA CORP | $47.59万 | 0.08% | 9,762 | 1,200 | 14.0% | $5.85万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $47.52万 | 0.08% | 12,675 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $47.10万 | 0.08% | 3,405 | 50 | 1.5% | $6,916 | 加仓 |
| AVGO | BROADCOM INC | $46.71万 | 0.08% | 1,509 | 19 | 1.3% | $5,881 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $45.20万 | 0.08% | 390 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $40.54万 | 0.07% | 5,355 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $40.34万 | 0.07% | 946 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $38.07万 | 0.06% | 1,398 | 1,398 | — | $38.07万 | 新建仓 |
| CRM | SALESFORCE INC | $37.60万 | 0.06% | 2,014 | -153 | -7.1% | -$2.86万 | 减仓 |
| TSLA | TESLA INC | $36.25万 | 0.06% | 975 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.54万 | 0.06% | 1,425 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $33.62万 | 0.06% | 4,934 | 0 | 0.0% | — | 不变 |
| — | SEACOR MARINE HLDGS INC | $32.96万 | 0.06% | 46,038 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $32.94万 | 0.06% | 7,025 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $31.74万 | 0.05% | 1,980 | 480 | 32.0% | $7.70万 | 加仓 |