Perennial Investment Advisors, LLC
Los Angeles CA · SEC CIK 0001801523
$15.05亿2026Q2 申报市值
585持仓数
33.5%前十大占比 · 第一大 4.3%
78 / 22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
SPYM 加仓+$1,921.04万
IALT 新建仓+$1,014.73万
SPTI 加仓+$672.83万
PZA 加仓+$530.06万
BLCR 新建仓+$479.69万
2026Q2 卖出最多 按季末市值估算
SPHQ 减仓-$936.02万
TLT 减仓-$594.79万
QUS 减仓-$313.84万
IVV 减仓-$307.43万
IEMG 减仓-$275.56万
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 | $6,474.00万 | 4.30% | 323,551 | 5,016 | 1.6% | $100.37万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $5,902.83万 | 3.92% | 496,052 | -4,504 | -0.9% | -$53.60万 | 减仓 |
| QUS | SPDR SERIES TRUST | $5,624.34万 | 3.74% | 300,970 | -16,794 | -5.3% | -$313.84万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5,332.55万 | 3.54% | 591,843 | -103,886 | -14.9% | -$936.02万 | 减仓 |
| IWY | ISHARES TR | $5,107.76万 | 3.39% | 175,672 | 7,447 | 4.4% | $216.53万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,943.20万 | 3.28% | 813,155 | -28,745 | -3.4% | -$174.74万 | 减仓 |
| AAPL | APPLE INC | $4,898.07万 | 3.25% | 169,271 | 1,744 | 1.0% | $50.46万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,493.95万 | 2.99% | 554,406 | 35,391 | 6.8% | $286.88万 | 加仓 |
| TSLA | TESLA INC | $3,947.16万 | 2.62% | 93,847 | -2,453 | -2.5% | -$103.17万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,664.09万 | 2.43% | 416,925 | 218,589 | 110.2% | $1,921.04万 | 加仓 |
| IYW | ISHARES TR | $2,302.23万 | 1.53% | 91,197 | -8,346 | -8.4% | -$210.69万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,275.07万 | 1.51% | 334,511 | 6,927 | 2.1% | $47.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,206.07万 | 1.47% | 29,542 | -623 | -2.1% | -$46.52万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,097.24万 | 1.39% | 397,817 | -1,189 | -0.3% | -$6.27万 | 减仓 |
| AMZN | AMAZON COM INC | $1,966.83万 | 1.31% | 82,523 | 5,664 | 7.4% | $134.99万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,566.22万 | 1.04% | 181,822 | 31,708 | 21.1% | $273.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,514.41万 | 1.01% | 20,565 | 312 | 1.5% | $22.98万 | 加仓 |
| IVV | ISHARES TR | $1,500.24万 | 1.00% | 20,032 | -4,105 | -17.0% | -$307.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,389.34万 | 0.92% | 37,244 | 3,245 | 9.5% | $121.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,377.86万 | 0.92% | 37,236 | -1,787 | -4.6% | -$66.13万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,362.12万 | 0.90% | 113,963 | 1,771 | 1.6% | $21.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,291.50万 | 0.86% | 59,265 | 9,210 | 18.4% | $200.70万 | 加仓 |
| QUAL | ISHARES TR | $1,143.76万 | 0.76% | 52,117 | -1,130 | -2.1% | -$24.80万 | 减仓 |
| GOOGL | ALPHABET INC | $1,135.35万 | 0.75% | 31,770 | 4,102 | 14.8% | $146.59万 | 加仓 |
| COWZ | PACER FDS TR | $1,127.75万 | 0.75% | 181,310 | -1,149 | -0.6% | -$7.15万 | 减仓 |
| IEMG | ISHARES INC | $1,102.85万 | 0.73% | 133,132 | -33,265 | -20.0% | -$275.56万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $1,014.73万 | 0.67% | 361,743 | 361,743 | — | $1,014.73万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,004.57万 | 0.67% | 20,075 | -504 | -2.4% | -$25.22万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $966.43万 | 0.64% | 196,110 | 44,029 | 29.0% | $216.98万 | 加仓 |
| NTSX | WISDOMTREE TR | $953.48万 | 0.63% | 161,472 | 867 | 0.5% | $5.12万 | 加仓 |
| GOOG | ALPHABET INC | $944.75万 | 0.63% | 26,738 | 564 | 2.2% | $19.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $897.58万 | 0.60% | 47,110 | 333 | 0.7% | $6.34万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $887.85万 | 0.59% | 377,487 | 225,367 | 148.2% | $530.06万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $873.58万 | 0.58% | 185,080 | 37,809 | 25.7% | $178.46万 | 加仓 |
| MTUM | ISHARES TR | $872.28万 | 0.58% | 25,423 | -3,067 | -10.8% | -$105.23万 | 减仓 |
| CLIP | GLOBAL X FDS | $849.78万 | 0.56% | 84,691 | -4,984 | -5.6% | -$50.01万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $804.77万 | 0.53% | 208,597 | 6,584 | 3.3% | $25.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $799.85万 | 0.53% | 112,261 | 6,749 | 6.4% | $48.09万 | 加仓 |
| AVGO | BROADCOM INC | $768.66万 | 0.51% | 20,344 | 540 | 2.7% | $20.40万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $755.83万 | 0.50% | 266,213 | 236,980 | 810.7% | $672.83万 | 加仓 |
| SDY | SPDR SERIES TRUST | $738.28万 | 0.49% | 48,514 | 4,538 | 10.3% | $69.06万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $727.00万 | 0.48% | 188,390 | 5,774 | 3.2% | $22.28万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $712.60万 | 0.47% | 168,346 | 4,097 | 2.5% | $17.34万 | 加仓 |
| META | META PLATFORMS INC | $672.60万 | 0.45% | 11,935 | 434 | 3.8% | $24.46万 | 加仓 |
| AIQ | GLOBAL X FDS | $635.92万 | 0.42% | 96,918 | -1,246 | -1.3% | -$8.18万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $610.73万 | 0.41% | 54,060 | 1,169 | 2.2% | $13.21万 | 加仓 |
| SHLD | GLOBAL X FDS | $589.41万 | 0.39% | 98,691 | 17,956 | 22.2% | $107.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $569.76万 | 0.38% | 9,808 | 2,083 | 27.0% | $121.00万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $566.89万 | 0.38% | 92,236 | 7,986 | 9.5% | $49.08万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $554.83万 | 0.37% | 124,737 | 6,562 | 5.6% | $29.19万 | 加仓 |
| IAGG | ISHARES TR | $551.68万 | 0.37% | 109,023 | 2,899 | 2.7% | $14.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $549.38万 | 0.36% | 47,089 | 5,748 | 13.9% | $67.06万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $543.29万 | 0.36% | 68,416 | -14,554 | -17.5% | -$115.57万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $540.86万 | 0.36% | 42,335 | 210 | 0.5% | $2.68万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $532.50万 | 0.35% | 28,750 | -3,641 | -11.2% | -$67.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $499.63万 | 0.33% | 4,329 | -1,263 | -22.6% | -$145.77万 | 减仓 |
| GOVT | ISHARES TR | $483.74万 | 0.32% | 212,348 | 29,014 | 15.8% | $66.10万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $479.69万 | 0.32% | 95,211 | 95,211 | — | $479.69万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $477.95万 | 0.32% | 10,009 | -299 | -2.9% | -$14.28万 | 减仓 |
| HGER | HARBOR ETF TRUST | $477.05万 | 0.32% | 162,594 | 169 | 0.1% | $4,958 | 加仓 |
| VO | VANGUARD INDEX FDS | $469.34万 | 0.31% | 58,255 | 11,487 | 24.6% | $92.55万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $461.59万 | 0.31% | 50,840 | -315 | -0.6% | -$2.86万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $458.10万 | 0.30% | 79,441 | 1,413 | 1.8% | $8.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $452.68万 | 0.30% | 49,399 | -3,327 | -6.3% | -$30.49万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $450.91万 | 0.30% | 104,574 | -47,177 | -31.1% | -$203.42万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $448.90万 | 0.30% | 36,709 | -22,214 | -37.7% | -$271.65万 | 减仓 |
| DGRO | ISHARES TR | $443.82万 | 0.29% | 58,559 | 22,050 | 60.4% | $167.12万 | 加仓 |
| SPYI | NEOS ETF TRUST | $438.72万 | 0.29% | 82,636 | 4,468 | 5.7% | $23.72万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $437.77万 | 0.29% | 402,734 | 3,644 | 0.9% | $3.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $437.08万 | 0.29% | 6,367 | 547 | 9.4% | $37.55万 | 加仓 |
| IJR | ISHARES TR | $429.82万 | 0.29% | 28,982 | 467 | 1.6% | $6.93万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $424.06万 | 0.28% | 177,809 | 12,449 | 7.5% | $29.69万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $424.00万 | 0.28% | 15,353 | -655 | -4.1% | -$18.09万 | 减仓 |
| LLY | ELI LILLY & CO | $392.04万 | 0.26% | 3,269 | 1,368 | 72.0% | $164.06万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $376.79万 | 0.25% | 55,762 | 416 | 0.8% | $2.81万 | 加仓 |
| IWF | ISHARES TR | $373.56万 | 0.25% | 30,085 | -259 | -0.9% | -$3.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $369.62万 | 0.25% | 3,950 | 274 | 7.5% | $25.64万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $368.60万 | 0.24% | 30,936 | -78 | -0.3% | -$9,294 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $366.30万 | 0.24% | 484,530 | 8,764 | 1.8% | $6.63万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $364.51万 | 0.24% | 97,307 | 4,582 | 4.9% | $17.16万 | 加仓 |
| EFA | ISHARES TR | $362.66万 | 0.24% | 34,909 | -2,998 | -7.9% | -$31.15万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $361.88万 | 0.24% | 36,706 | 567 | 1.6% | $5.59万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $359.66万 | 0.24% | 500,924 | 15,078 | 3.1% | $10.83万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $357.50万 | 0.24% | 97,866 | -634 | -0.6% | -$2.32万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $352.97万 | 0.23% | 51,501 | -11,266 | -17.9% | -$77.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $347.94万 | 0.23% | 10,630 | 1,750 | 19.7% | $57.28万 | 加仓 |
| IJH | ISHARES TR | $347.16万 | 0.23% | 45,021 | 600 | 1.4% | $4.63万 | 加仓 |
| NFLX | NETFLIX INC. | $346.48万 | 0.23% | 48,526 | -2,379 | -4.7% | -$16.99万 | 减仓 |
| IEFA | ISHARES TR | $343.85万 | 0.23% | 35,603 | 12,034 | 51.1% | $116.22万 | 加仓 |
| EMBX | VANECK FDS | $331.05万 | 0.22% | 64,525 | -44,776 | -41.0% | -$229.72万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $328.92万 | 0.22% | 147,563 | -7,204 | -4.7% | -$16.06万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $325.58万 | 0.22% | 29,831 | -559 | -1.8% | -$6.10万 | 减仓 |
| SMH | VANECK ETF TRUST | $322.79万 | 0.21% | 4,921 | 531 | 12.1% | $34.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $321.91万 | 0.21% | 13,604 | 2,096 | 18.2% | $49.60万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $321.81万 | 0.21% | 117,750 | -15,202 | -11.4% | -$41.55万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $308.56万 | 0.21% | 57,558 | 13,223 | 29.8% | $70.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $305.37万 | 0.20% | 19,243 | 1,644 | 9.3% | $26.09万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $304.65万 | 0.20% | 32,439 | -1,155 | -3.4% | -$10.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $303.00万 | 0.20% | 8,885 | 871 | 10.9% | $29.70万 | 加仓 |
| IAU | ISHARES GOLD TR | $301.44万 | 0.20% | 39,920 | 2,454 | 6.5% | $18.53万 | 加仓 |