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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $33.89万 | 0.03% | 6,785 | 453 | 7.2% | $2.26万 | 加仓 |
| APH | AMPHENOL CORP | $33.94万 | 0.03% | 2,686 | -75 | -2.7% | -$9,478 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.96万 | 0.03% | 2,594 | -41 | -1.6% | -$5,368 | 减仓 |
| SYK | STRYKER CORPORATION | $34.10万 | 0.03% | 1,038 | -23 | -2.2% | -$7,557 | 减仓 |
| DE | DEERE & CO | $34.13万 | 0.03% | 606 | 49 | 8.8% | $2.76万 | 加仓 |
| EFG | ISHARES TR | $34.16万 | 0.03% | 3,067 | 3,067 | — | $34.16万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.47万 | 0.03% | 4,181 | 4,181 | — | $34.47万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $34.59万 | 0.03% | 5,309 | -120 | -2.2% | -$7,818 | 减仓 |
| FLTR | VANECK ETF TRUST | $34.71万 | 0.03% | 13,623 | -488 | -3.5% | -$1.24万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.75万 | 0.03% | 201 | -4 | -2.0% | -$6,916 | 减仓 |
| PAYX | PAYCHEX INC | $34.81万 | 0.03% | 3,779 | 775 | 25.8% | $7.14万 | 加仓 |
| NOBL | PROSHARES TR | $35.15万 | 0.03% | 3,316 | 1 | 0.0% | $106 | 加仓 |
| AGIX | KRANESHARES TRUST | $35.33万 | 0.03% | 10,780 | -140 | -1.3% | -$4,588 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $35.61万 | 0.03% | 6,858 | 911 | 15.3% | $4.73万 | 加仓 |
| IEF | ISHARES TR | $35.99万 | 0.03% | 3,772 | 1,008 | 36.5% | $9.62万 | 加仓 |
| CLS | CELESTICA INC | $36.00万 | 0.03% | 1,278 | 791 | 162.4% | $22.28万 | 加仓 |
| EOG | EOG RES INC | $36.01万 | 0.03% | 2,490 | 113 | 4.8% | $1.63万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $36.02万 | 0.03% | 19,990 | 228 | 1.2% | $4,109 | 加仓 |
| DGRW | WISDOMTREE TR | $36.10万 | 0.03% | 4,109 | -2,322 | -36.1% | -$20.40万 | 减仓 |
| AVY | AVERY DENNISON CORP | $36.28万 | 0.03% | 2,101 | -23 | -1.1% | -$3,972 | 减仓 |
| AMT | AMERICAN TOWER CORP | $36.32万 | 0.03% | 2,105 | 952 | 82.6% | $16.43万 | 加仓 |
| IWV | ISHARES TR | $36.51万 | 0.03% | 985 | 62 | 6.7% | $2.30万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.12万 | 0.03% | 3,949 | 235 | 6.3% | $2.21万 | 加仓 |
| LIN | LINDE PLC | $37.14万 | 0.03% | 749 | 94 | 14.4% | $4.66万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $37.21万 | 0.03% | 3,053 | 8 | 0.3% | $975 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $37.25万 | 0.03% | 4,750 | 1 | 0.0% | $78 | 加仓 |
| TLH | ISHARES TR | $37.28万 | 0.03% | 3,701 | 421 | 12.8% | $4.24万 | 加仓 |
| CSM | PROSHARES TR | $37.42万 | 0.03% | 5,001 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $37.78万 | 0.03% | 37,105 | -4,178 | -10.1% | -$4.25万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $38.25万 | 0.03% | 6,872 | -22 | -0.3% | -$1,225 | 减仓 |
| ETN | EATON CORP PLC | $38.46万 | 0.03% | 1,075 | 148 | 16.0% | $5.30万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $38.60万 | 0.03% | 1,540 | 273 | 21.5% | $6.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $39.42万 | 0.03% | 6,705 | 528 | 8.5% | $3.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.59万 | 0.03% | 1,666 | 1,666 | — | $39.59万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $39.86万 | 0.03% | 8,813 | 638 | 7.8% | $2.89万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.21万 | 0.03% | 1,749 | 41 | 2.4% | $9,425 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $40.29万 | 0.03% | 6,003 | -208 | -3.3% | -$1.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.56万 | 0.03% | 7,155 | 7,155 | — | $40.56万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $40.97万 | 0.03% | 10,156 | 10,156 | — | $40.97万 | 新建仓 |
| ITA | ISHARES TR | $41.16万 | 0.03% | 1,882 | 470 | 33.3% | $10.28万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $41.97万 | 0.03% | 2,668 | 257 | 10.7% | $4.04万 | 加仓 |
| KKR | KKR & CO INC | $42.13万 | 0.03% | 4,554 | 394 | 9.5% | $3.64万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $42.17万 | 0.03% | 993 | 68 | 7.4% | $2.89万 | 加仓 |
| OEF | ISHARES TR | $42.25万 | 0.03% | 1,329 | -28,493 | -95.5% | -$905.90万 | 减仓 |
| BILS | SPDR SERIES TRUST | $42.36万 | 0.03% | 4,259 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $42.75万 | 0.03% | 8,487 | -195 | -2.2% | -$9,822 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.56万 | 0.03% | 3,481 | 19 | 0.5% | $2,377 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $43.87万 | 0.03% | 10,618 | 27 | 0.3% | $1,116 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $44.11万 | 0.04% | 3,515 | 136 | 4.0% | $1.71万 | 加仓 |
| MGK | VANGUARD WORLD FD | $44.64万 | 0.04% | 1,215 | 171 | 16.4% | $6.28万 | 加仓 |
| RKLB | ROCKET LAB CORP | $44.65万 | 0.04% | 6,953 | -369 | -5.0% | -$2.37万 | 减仓 |
| FDX | FEDEX CORP | $44.69万 | 0.04% | 1,254 | 34 | 2.8% | $1.21万 | 加仓 |
| SNDK | SANDISK CORP | $44.75万 | 0.04% | 704 | 704 | — | $44.75万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $45.14万 | 0.04% | 2,759 | 33 | 1.2% | $5,399 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $45.29万 | 0.04% | 2,739 | -98 | -3.5% | -$1.62万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $45.45万 | 0.04% | 6,272 | 126 | 2.1% | $9,130 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $45.91万 | 0.04% | 9,389 | 1,878 | 25.0% | $9.18万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $45.97万 | 0.04% | 1,620 | -195 | -10.7% | -$5.53万 | 减仓 |
| UNP | UNION PAC CORP | $46.28万 | 0.04% | 1,907 | 98 | 5.4% | $2.38万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $48.03万 | 0.04% | 8,216 | 767 | 10.3% | $4.48万 | 加仓 |
| HDV | ISHARES TR | $48.07万 | 0.04% | 3,542 | 192 | 5.7% | $2.61万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $49.57万 | 0.04% | 14,782 | -1,615 | -9.8% | -$5.42万 | 减仓 |
| LOW | LOWES COS INC | $49.74万 | 0.04% | 2,105 | -34 | -1.6% | -$8,034 | 减仓 |
| SIL | GLOBAL X FDS | $50.31万 | 0.04% | 5,585 | 377 | 7.2% | $3.40万 | 加仓 |
| XYLD | GLOBAL X FDS | $50.51万 | 0.04% | 12,909 | -2,188 | -14.5% | -$8.56万 | 减仓 |
| — | ADVISORSHARES TR | $50.73万 | 0.04% | 7,834 | -131 | -1.6% | -$8,484 | 减仓 |
| NEE | NEXTERA ENERGY INC | $51.16万 | 0.04% | 5,510 | 816 | 17.4% | $7.58万 | 加仓 |
| — | HONEYWELL INTL INC | $51.52万 | 0.04% | 2,279 | 152 | 7.1% | $3.44万 | 加仓 |
| MS | MORGAN STANLEY | $51.89万 | 0.04% | 3,154 | -804 | -20.3% | -$13.23万 | 减仓 |
| XPO | XPO INC | $52.12万 | 0.04% | 2,679 | -9 | -0.3% | -$1,751 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $52.14万 | 0.04% | 6,088 | 6,088 | — | $52.14万 | 新建仓 |
| MITK | MITEK SYS INC | $53.08万 | 0.04% | 39,320 | 100 | 0.3% | $1,350 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $53.51万 | 0.04% | 1,828 | -118 | -6.1% | -$3.45万 | 减仓 |
| QCOM | QUALCOMM INC | $53.97万 | 0.04% | 4,192 | -75 | -1.8% | -$9,655 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.04万 | 0.04% | 1,581 | 152 | 10.6% | $5.20万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $54.30万 | 0.04% | 17,626 | 17,626 | — | $54.30万 | 新建仓 |
| SRE | SEMPRA | $54.35万 | 0.04% | 5,592 | -36 | -0.6% | -$3,499 | 减仓 |
| MO | ALTRIA GROUP INC | $54.35万 | 0.04% | 8,236 | -81 | -1.0% | -$5,345 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $54.74万 | 0.04% | 779 | 779 | — | $54.74万 | 新建仓 |
| PFE | PFIZER INC | $54.97万 | 0.04% | 19,576 | -1,261 | -6.1% | -$3.54万 | 减仓 |
| MMM | 3M CO | $55.01万 | 0.04% | 3,788 | 28 | 0.7% | $4,066 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $55.23万 | 0.04% | 1,356 | 288 | 27.0% | $11.73万 | 加仓 |
| NVS | NOVARTIS AG | $55.25万 | 0.04% | 3,618 | 394 | 12.2% | $6.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.54万 | 0.04% | 919 | 58 | 6.7% | $3.51万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $55.87万 | 0.04% | 14,341 | 1,280 | 9.8% | $4.99万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $56.76万 | 0.05% | 14,014 | 78 | 0.6% | $3,159 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.37万 | 0.05% | 1,260 | -91 | -6.7% | -$4.22万 | 减仓 |
| DSI | ISHARES TR | $58.44万 | 0.05% | 4,822 | -145 | -2.9% | -$1.76万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $58.56万 | 0.05% | 2,974 | 61 | 2.1% | $1.20万 | 加仓 |
| MCD | MCDONALDS CORP | $58.63万 | 0.05% | 1,886 | 51 | 2.8% | $1.59万 | 加仓 |
| C | CITIGROUP INC | $58.65万 | 0.05% | 5,171 | 277 | 5.7% | $3.14万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $59.24万 | 0.05% | 7,227 | 2,298 | 46.6% | $18.84万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $59.67万 | 0.05% | 24,465 | 24,465 | — | $59.67万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $59.69万 | 0.05% | 8,662 | 8,662 | — | $59.69万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $60.07万 | 0.05% | 6,408 | 3,951 | 160.8% | $37.04万 | 重新持有 |
| PLD | PROLOGIS INC. | $60.19万 | 0.05% | 4,554 | 517 | 12.8% | $6.83万 | 加仓 |
| ADBE | ADOBE INC | $60.31万 | 0.05% | 2,482 | 874 | 54.4% | $21.24万 | 加仓 |
| TXN | TEXAS INSTRS INC | $60.38万 | 0.05% | 3,111 | 4 | 0.1% | $776 | 加仓 |
| BX | BLACKSTONE INC | $60.84万 | 0.05% | 5,291 | 905 | 20.6% | $10.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $61.12万 | 0.05% | 1,560 | 18 | 1.2% | $7,052 | 加仓 |