Perennial Investment Advisors, LLC
Los Angeles CA · SEC CIK 0001801523
$12.55亿2026Q1 申报市值
511持仓数
34.6%前十大占比 · 第一大 4.4%
46 / 32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
IWY 加仓+$723.72万
IVV 加仓+$690.80万
RDVY 加仓+$501.03万
SPYM 加仓+$402.29万
GOVT 加仓+$336.15万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$905.90万
DYNF 减仓-$325.46万
NVDA 减仓-$283.18万
IAU 减仓-$235.16万
SLV 减仓-$184.30万
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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $21.84万 | 0.02% | 2,262 | 2,262 | — | $21.84万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.97万 | 0.02% | 322 | -100 | -23.7% | -$6.82万 | 减仓 |
| SUSA | ISHARES TR | $22.07万 | 0.02% | 1,671 | 2 | 0.1% | $264 | 加仓 |
| IGF | ISHARES TR | $22.14万 | 0.02% | 3,305 | 3,305 | — | $22.14万 | 新建仓 |
| XT | ISHARES TR | $22.16万 | 0.02% | 3,252 | -33 | -1.0% | -$2,248 | 减仓 |
| IWX | ISHARES TR | $22.38万 | 0.02% | 2,415 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $22.44万 | 0.02% | 1,445 | 38 | 2.7% | $5,902 | 加仓 |
| WMB | WILLIAMS COS INC | $22.51万 | 0.02% | 3,093 | -171 | -5.2% | -$1.24万 | 重新持有 |
| HELO | J P MORGAN EXCHANGE TRADED F | $22.56万 | 0.02% | 3,530 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $22.81万 | 0.02% | 8,307 | 902 | 12.2% | $2.48万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $23.21万 | 0.02% | 1,522 | 69 | 4.7% | $1.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.33万 | 0.02% | 3,280 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $23.35万 | 0.02% | 2,632 | -6 | -0.2% | -$532 | 减仓 |
| UL | UNILEVER PLC | $23.39万 | 0.02% | 4,106 | 4,106 | — | $23.39万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.84万 | 0.02% | 691 | 691 | — | $23.84万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $23.92万 | 0.02% | 6,508 | -383 | -5.6% | -$1.41万 | 减仓 |
| ET | ENERGY TRANSFER L P | $24.18万 | 0.02% | 12,529 | -831 | -6.2% | -$1.60万 | 减仓 |
| EMR | EMERSON ELEC CO | $24.22万 | 0.02% | 1,849 | -97 | -5.0% | -$1.27万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $24.28万 | 0.02% | 4,896 | 4,896 | — | $24.28万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $24.34万 | 0.02% | 4,071 | 75 | 1.9% | $4,483 | 加仓 |
| ITOT | ISHARES TR | $24.42万 | 0.02% | 1,714 | -583 | -25.4% | -$8.31万 | 减仓 |
| XEL | XCEL ENERGY INC | $24.55万 | 0.02% | 3,091 | -145 | -4.5% | -$1.15万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.56万 | 0.02% | 808 | 105 | 14.9% | $3.19万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $24.68万 | 0.02% | 509 | -32 | -5.9% | -$1.55万 | 减仓 |
| OIH | VANECK ETF TRUST | $24.95万 | 0.02% | 618 | 618 | — | $24.95万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $24.96万 | 0.02% | 11,544 | -8,700 | -43.0% | -$18.81万 | 减仓 |
| ONDS | ONDAS INC | $25.04万 | 0.02% | 27,697 | 11,207 | 68.0% | $10.13万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $25.22万 | 0.02% | 4,399 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $25.24万 | 0.02% | 3,713 | -1,613 | -30.3% | -$10.96万 | 减仓 |
| SNDK | SANDISK CORP 看涨期权 | $25.41万 | 0.02% | 400 | 400 | — | $25.41万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $25.65万 | 0.02% | 20,750 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $25.69万 | 0.02% | 853 | 56 | 7.0% | $1.69万 | 加仓 |
| ECL | ECOLAB INC | $25.81万 | 0.02% | 970 | 6 | 0.6% | $1,596 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.89万 | 0.02% | 1,244 | 81 | 7.0% | $1.69万 | 加仓 |
| URI | UNITED RENTALS INC | $26.01万 | 0.02% | 357 | -11 | -3.0% | -$8,014 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $26.11万 | 0.02% | 4,166 | 106 | 2.6% | $6,644 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $26.22万 | 0.02% | 3,738 | 366 | 10.9% | $2.57万 | 加仓 |
| CI | THE CIGNA GROUP | $26.27万 | 0.02% | 985 | 61 | 6.6% | $1.63万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.40万 | 0.02% | 950 | -766 | -44.6% | -$21.28万 | 减仓 |
| ASML | ASML HLDG NV 看涨期权 | $26.42万 | 0.02% | 200 | -400 | -66.7% | -$52.83万 | 重新持有 |
| PULS | PGIM ETF TR | $26.60万 | 0.02% | 5,374 | -270 | -4.8% | -$1.34万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $26.86万 | 0.02% | 2,449 | 2,449 | — | $26.86万 | 新建仓 |
| — | TEMA ETF TRUST | $27.09万 | 0.02% | 7,382 | 7,382 | — | $27.09万 | 新建仓 |
| POOL | POOL CORP | $27.09万 | 0.02% | 1,336 | 30 | 2.3% | $6,083 | 加仓 |
| SPAB | SPDR SERIES TRUST | $27.23万 | 0.02% | 10,627 | -1,093 | -9.3% | -$2.80万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $27.33万 | 0.02% | 4,249 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $27.45万 | 0.02% | 12,257 | 53 | 0.4% | $1,187 | 加仓 |
| APP | APPLOVIN CORP | $27.58万 | 0.02% | 693 | 17 | 2.5% | $6,766 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.71万 | 0.02% | 3,870 | -17,345 | -81.8% | -$124.21万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.86万 | 0.02% | 1,371 | -85 | -5.8% | -$1.73万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $28.15万 | 0.02% | 2,603 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $28.36万 | 0.02% | 656 | 153 | 30.4% | $6.62万 | 加仓 |
| SLVP | ISHARES INC | $28.44万 | 0.02% | 8,020 | 8,020 | — | $28.44万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.47万 | 0.02% | 656 | 30 | 4.8% | $1.30万 | 加仓 |
| TTE | TOTALENERGIES SE | $28.53万 | 0.02% | 3,136 | 3,136 | — | $28.53万 | 新建仓 |
| CCL | CARNIVAL CORP | $28.56万 | 0.02% | 11,037 | 311 | 2.9% | $8,049 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $28.61万 | 0.02% | 23,486 | -10,474 | -30.8% | -$12.76万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $28.90万 | 0.02% | 375 | 14 | 3.9% | $1.08万 | 加仓 |
| RYLD | GLOBAL X FDS | $28.91万 | 0.02% | 19,342 | -1,992 | -9.3% | -$2.98万 | 减仓 |
| TGT | TARGET CORP | $28.93万 | 0.02% | 2,387 | 130 | 5.8% | $1.58万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $29.03万 | 0.02% | 24,921 | 24,921 | — | $29.03万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.09万 | 0.02% | 1,330 | -492 | -27.0% | -$10.76万 | 减仓 |
| MDT | MEDTRONIC PLC | $29.29万 | 0.02% | 3,380 | 813 | 31.7% | $7.04万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29.33万 | 0.02% | 23,789 | -2,975 | -11.1% | -$3.67万 | 减仓 |
| MCK | MCKESSON CORP | $29.43万 | 0.02% | 341 | -19 | -5.3% | -$1.64万 | 减仓 |
| H | HYATT HOTELS CORP | $29.46万 | 0.02% | 2,048 | 9 | 0.4% | $1,295 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.57万 | 0.02% | 2,408 | 383 | 18.9% | $4.70万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $29.57万 | 0.02% | 2,554 | 479 | 23.1% | $5.55万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $29.61万 | 0.02% | 6,505 | -2,354 | -26.6% | -$10.72万 | 减仓 |
| WELL | WELLTOWER INC | $29.70万 | 0.02% | 1,502 | 214 | 16.6% | $4.23万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $29.92万 | 0.02% | 71 | 2 | 2.9% | $8,429 | 加仓 |
| VIS | VANGUARD WORLD FD | $29.94万 | 0.02% | 959 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $30.22万 | 0.02% | 893 | -552 | -38.2% | -$18.68万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $30.54万 | 0.02% | 1,325 | 36 | 2.8% | $8,297 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $30.55万 | 0.02% | 6,618 | 71 | 1.1% | $3,277 | 加仓 |
| ADSK | AUTODESK INC | $30.74万 | 0.02% | 1,284 | 16 | 1.3% | $3,830 | 加仓 |
| DHR | DANAHER CORP DEL | $31.03万 | 0.02% | 1,637 | 189 | 13.1% | $3.58万 | 加仓 |
| CME | CME GROUP INC | $31.12万 | 0.02% | 1,054 | 1,054 | — | $31.12万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $31.18万 | 0.02% | 28,293 | 3,833 | 15.7% | $4.22万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $31.27万 | 0.02% | 823 | -108 | -11.6% | -$4.10万 | 减仓 |
| MUB | ISHARES TR | $31.35万 | 0.02% | 2,953 | 519 | 21.3% | $5.51万 | 加仓 |
| PSX | PHILLIPS 66 | $31.39万 | 0.03% | 1,723 | 24 | 1.4% | $4,373 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.44万 | 0.03% | 1,594 | 1,594 | — | $31.44万 | 新建仓 |
| DVY | ISHARES TR | $31.54万 | 0.03% | 2,083 | 124 | 6.3% | $1.88万 | 加仓 |
| USB | US BANCORP | $31.98万 | 0.03% | 6,148 | 936 | 18.0% | $4.87万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.12万 | 0.03% | 5,295 | 269 | 5.4% | $1.63万 | 加仓 |
| IRM | IRON MTN INC DEL | $32.36万 | 0.03% | 3,168 | 180 | 6.0% | $1.84万 | 加仓 |
| TRP | TC ENERGY CORP | $32.53万 | 0.03% | 5,196 | 269 | 5.5% | $1.68万 | 加仓 |
| SHEL | SHELL PLC | $32.63万 | 0.03% | 3,508 | 500 | 16.6% | $4.65万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.76万 | 0.03% | 5,071 | 290 | 6.1% | $1.87万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $32.97万 | 0.03% | 1,807 | 489 | 37.1% | $8.92万 | 加仓 |
| AFL | AFLAC INC | $33.05万 | 0.03% | 3,013 | 292 | 10.7% | $3.20万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $33.06万 | 0.03% | 369 | -14 | -3.7% | -$1.25万 | 减仓 |
| SITM | SITIME CORP | $33.07万 | 0.03% | 958 | 200 | 26.4% | $6.90万 | 加仓 |
| EIS | ISHARES INC | $33.10万 | 0.03% | 2,853 | 100 | 3.6% | $1.16万 | 加仓 |
| F | FORD MTR CO | $33.36万 | 0.03% | 28,912 | -71 | -0.2% | -$819 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $33.37万 | 0.03% | 6,658 | -892 | -11.8% | -$4.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.41万 | 0.03% | 3,255 | 33 | 1.0% | $3,387 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.46万 | 0.03% | 6,192 | 762 | 14.0% | $4.12万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.51万 | 0.03% | 2,404 | -353 | -12.8% | -$4.92万 | 减仓 |