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 |
|---|---|---|---|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | $23.76万 | 0.02% | 1,957 | 1,957 | — | $23.76万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $23.76万 | 0.02% | 842 | -11 | -1.3% | -$3,104 | 减仓 |
| YUM | YUM BRANDS INC | $23.89万 | 0.02% | 1,495 | 50 | 3.5% | $7,990 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.93万 | 0.02% | 4,351 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.95万 | 0.02% | 1,322 | -8 | -0.6% | -$1,449 | 减仓 |
| FNV | FRANCO NEV CORP | $24.07万 | 0.02% | 1,155 | 1,155 | — | $24.07万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $24.21万 | 0.02% | 4,907 | 11 | 0.2% | $543 | 加仓 |
| EAGG | ISHARES TR | $24.28万 | 0.02% | 5,122 | 5,122 | — | $24.28万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $24.32万 | 0.02% | 4,072 | 1 | 0.0% | $60 | 加仓 |
| SPYD | SPDR SERIES TRUST | $24.55万 | 0.02% | 5,146 | -1,359 | -20.9% | -$6.48万 | 减仓 |
| MCK | MCKESSON CORP | $24.64万 | 0.02% | 327 | -14 | -4.1% | -$1.05万 | 减仓 |
| BROS | DUTCH BROS INC | $24.71万 | 0.02% | 3,441 | 3,441 | — | $24.71万 | 新建仓 |
| SLVP | ISHARES INC | $24.73万 | 0.02% | 8,020 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $24.81万 | 0.02% | 23,625 | -13,480 | -36.3% | -$14.15万 | 减仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $24.82万 | 0.02% | 700 | 700 | — | $24.82万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $24.85万 | 0.02% | 671 | 9 | 1.4% | $3,333 | 加仓 |
| DVY | ISHARES TR | $25.00万 | 0.02% | 1,600 | -483 | -23.2% | -$7.55万 | 减仓 |
| AEE | AMEREN CORP | $25.05万 | 0.02% | 2,216 | 2,216 | — | $25.05万 | 新建仓 |
| INTU | INTUIT | $25.07万 | 0.02% | 960 | 304 | 46.3% | $7.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $25.11万 | 0.02% | 982 | 982 | — | $25.11万 | 新建仓 |
| SHEL | SHELL PLC | $25.17万 | 0.02% | 3,246 | -262 | -7.5% | -$2.03万 | 减仓 |
| CALF | PACER FDS TR | $25.27万 | 0.02% | 4,994 | 520 | 11.6% | $2.63万 | 加仓 |
| SUSA | ISHARES TR | $25.34万 | 0.02% | 1,642 | -29 | -1.7% | -$4,475 | 减仓 |
| SPTL | SPDR SERIES TRUST | $25.35万 | 0.02% | 9,664 | -34,520 | -78.1% | -$90.55万 | 减仓 |
| IWX | ISHARES TR | $25.40万 | 0.02% | 2,415 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $25.45万 | 0.02% | 2,661 | -1,448 | -35.2% | -$13.85万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $25.53万 | 0.02% | 4,878 | -1,980 | -28.9% | -$10.36万 | 减仓 |
| GSK | GSK PLC | $25.62万 | 0.02% | 4,888 | -830 | -14.5% | -$4.35万 | 重新持有 |
| S | SENTINELONE INC | $25.73万 | 0.02% | 15,164 | 345 | 2.3% | $5,855 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $25.75万 | 0.02% | 1,406 | -116 | -7.6% | -$2.12万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.80万 | 0.02% | 5,720 | 5,720 | — | $25.80万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $26.11万 | 0.02% | 700 | 700 | — | $26.11万 | 新建仓 |
| ADSK | AUTODESK INC | $26.23万 | 0.02% | 1,349 | 65 | 5.1% | $1.26万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.25万 | 0.02% | 632 | -24 | -3.7% | -$9,968 | 减仓 |
| SGOL | ETFS GOLD TR | $26.55万 | 0.02% | 6,944 | 6,944 | — | $26.55万 | 新建仓 |
| WPC | WP CAREY INC | $26.64万 | 0.02% | 3,726 | 13 | 0.4% | $930 | 加仓 |
| SUSC | ISHARES TR | $26.65万 | 0.02% | 11,511 | 2,804 | 32.2% | $6.49万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.84万 | 0.02% | 1,710 | 1,710 | — | $26.84万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.11万 | 0.02% | 2,823 | -692 | -19.7% | -$6.65万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $27.14万 | 0.02% | 1,511 | 301 | 24.9% | $5.41万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $27.16万 | 0.02% | 2,863 | 411 | 16.8% | $3.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.17万 | 0.02% | 2,819 | 187 | 7.1% | $1.80万 | 加仓 |
| ECL | ECOLAB INC | $27.20万 | 0.02% | 976 | 6 | 0.6% | $1,672 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $27.25万 | 0.02% | 2,153 | -441 | -17.0% | -$5.58万 | 减仓 |
| SO | SOUTHERN CO | $27.26万 | 0.02% | 2,848 | 586 | 25.9% | $5.61万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $27.34万 | 0.02% | 10,714 | 87 | 0.8% | $2,220 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.40万 | 0.02% | 829 | 21 | 2.6% | $6,940 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.45万 | 0.02% | 4,765 | -530 | -10.0% | -$3.05万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.69万 | 0.02% | 1,207 | 157 | 15.0% | $3.60万 | 重新持有 |
| XT | ISHARES TR | $27.72万 | 0.02% | 3,355 | 103 | 3.2% | $8,511 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $27.79万 | 0.02% | 14,200 | 14,200 | — | $27.79万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $27.80万 | 0.02% | 12,460 | 203 | 1.7% | $4,529 | 加仓 |
| CI | THE CIGNA GROUP | $27.92万 | 0.02% | 1,013 | 28 | 2.8% | $7,717 | 加仓 |
| PULS | PGIM ETF TR | $27.94万 | 0.02% | 5,638 | 264 | 4.9% | $1.31万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.94万 | 0.02% | 1,134 | -110 | -8.8% | -$2.71万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $27.97万 | 0.02% | 5,227 | 5,227 | — | $27.97万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $28.15万 | 0.02% | 1,722 | -383 | -18.2% | -$6.26万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.61万 | 0.02% | 3,055 | -59 | -1.9% | -$5,525 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $28.65万 | 0.02% | 600 | 100 | 20.0% | $4.78万 | 重新持有 |
| EMR | EMERSON ELEC CO | $29.09万 | 0.02% | 2,032 | 183 | 9.9% | $2.62万 | 加仓 |
| ECHO | ECHOSTAR CORP | $29.09万 | 0.02% | 2,866 | 2,866 | — | $29.09万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $29.15万 | 0.02% | 635 | 126 | 24.8% | $5.79万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $29.38万 | 0.02% | 4,189 | -210 | -4.8% | -$1.47万 | 减仓 |
| FIX | COMFORT SYS USA INC | $29.40万 | 0.02% | 148 | -76 | -33.9% | -$15.10万 | 重新持有 |
| DKNG | DRAFTKINGS INC NEW | $29.46万 | 0.02% | 11,663 | 119 | 1.0% | $3,006 | 加仓 |
| LEN | LENNAR CORP | $29.52万 | 0.02% | 3,262 | 898 | 38.0% | $8.13万 | 重新持有 |
| PSX | PHILLIPS 66 | $29.63万 | 0.02% | 1,753 | 30 | 1.7% | $5,070 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $29.64万 | 0.02% | 5,861 | 5,861 | — | $29.64万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $30.11万 | 0.02% | 10,632 | 476 | 4.7% | $1.35万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $30.20万 | 0.02% | 24,921 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $30.32万 | 0.02% | 2,399 | -5 | -0.2% | -$632 | 减仓 |
| DHR | DANAHER CORP DEL | $30.44万 | 0.02% | 1,599 | -38 | -2.3% | -$7,235 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $30.46万 | 0.02% | 7,054 | -1,759 | -20.0% | -$7.60万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $30.63万 | 0.02% | 6,664 | 46 | 0.7% | $2,114 | 加仓 |
| TGT | TARGET CORP | $30.66万 | 0.02% | 2,346 | -41 | -1.7% | -$5,358 | 减仓 |
| POOL | POOL CORP | $30.68万 | 0.02% | 1,429 | 93 | 7.0% | $2.00万 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.70万 | 0.02% | 1,014 | 1,014 | — | $30.70万 | 新建仓 |
| TWLO | TWILIO INC | $30.83万 | 0.02% | 1,494 | 1,494 | — | $30.83万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $31.12万 | 0.02% | 4,605 | 1,075 | 30.5% | $7.26万 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.14万 | 0.02% | 1,642 | 48 | 3.0% | $9,102 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $31.17万 | 0.02% | 28,546 | 253 | 0.9% | $2,763 | 加仓 |
| TLH | ISHARES TR | $31.38万 | 0.02% | 3,127 | -574 | -15.5% | -$5.76万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $31.50万 | 0.02% | 4,249 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $31.88万 | 0.02% | 19,935 | 593 | 3.1% | $9,482 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $31.89万 | 0.02% | 9,716 | -6,124 | -38.7% | -$20.10万 | 重新持有 |
| ARTY | ISHARES TR | $32.04万 | 0.02% | 4,207 | 0 | 0.0% | — | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $32.06万 | 0.02% | 1,450 | 1,450 | — | $32.06万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $32.14万 | 0.02% | 2,752 | 198 | 7.8% | $2.31万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $32.28万 | 0.02% | 7,119 | -8,097 | -53.2% | -$36.72万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $32.40万 | 0.02% | 2,535 | 86 | 3.5% | $1.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.59万 | 0.02% | 3,532 | -417 | -10.6% | -$3.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $32.70万 | 0.02% | 4,180 | 800 | 23.7% | $6.26万 | 加仓 |
| CVS | CVS HEALTH CORP | $32.83万 | 0.02% | 3,173 | 331 | 11.6% | $3.42万 | 加仓 |
| HON | HONEYWELL INTL INC | $33.10万 | 0.02% | 1,478 | -801 | -35.1% | -$17.94万 | 减仓 |
| TER | TERADYNE INC | $33.18万 | 0.02% | 686 | 686 | — | $33.18万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $33.39万 | 0.02% | 1,397 | -223 | -13.8% | -$5.33万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.42万 | 0.02% | 3,992 | 3,992 | — | $33.42万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $33.44万 | 0.02% | 197 | -4 | -2.0% | -$6,790 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $33.45万 | 0.02% | 2,603 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $33.47万 | 0.02% | 3,362 | 3,362 | — | $33.47万 | 新建仓 |