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 |
|---|---|---|---|---|---|---|---|---|
| SPEU | SPDR INDEX SHS FDS | $61.68万 | 0.05% | 12,037 | -41 | -0.3% | -$2,101 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.16万 | 0.05% | 1,393 | 34 | 2.5% | $1.52万 | 加仓 |
| GDX | VANECK ETF TRUST | $63.75万 | 0.05% | 6,947 | 5 | 0.1% | $459 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.97万 | 0.05% | 6,930 | -96 | -1.4% | -$8,862 | 减仓 |
| MRK | MERCK & CO INC | $64.21万 | 0.05% | 5,336 | 675 | 14.5% | $8.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $64.29万 | 0.05% | 7,770 | -150 | -1.9% | -$1.24万 | 减仓 |
| — | GLOBAL X FDS | $64.33万 | 0.05% | 15,483 | -9,244 | -37.4% | -$38.41万 | 减仓 |
| IWS | ISHARES TR | $64.69万 | 0.05% | 4,439 | -25 | -0.6% | -$3,644 | 减仓 |
| COP | CONOCOPHILLIPS | $65.19万 | 0.05% | 4,939 | 480 | 10.8% | $6.34万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $65.32万 | 0.05% | 3,665 | 985 | 36.8% | $17.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.72万 | 0.05% | 4,438 | 2,284 | 106.0% | $33.82万 | 加仓 |
| EFV | ISHARES TR | $66.16万 | 0.05% | 8,899 | 127 | 1.4% | $9,441 | 加仓 |
| BLK | BLACKROCK INC | $66.47万 | 0.05% | 690 | 7 | 1.0% | $6,743 | 加仓 |
| PG | PROCTER & GAMBLE CO | $66.48万 | 0.05% | 4,602 | -22 | -0.5% | -$3,178 | 减仓 |
| NEM | NEWMONT CORP | $66.63万 | 0.05% | 6,155 | 1,619 | 35.7% | $17.53万 | 加仓 |
| MSTR | STRATEGY INC | $67.15万 | 0.05% | 5,381 | 60 | 1.1% | $7,488 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $67.24万 | 0.05% | 9,347 | -188 | -2.0% | -$1.35万 | 减仓 |
| ILCV | ISHARES TR | $67.65万 | 0.05% | 7,263 | 1,182 | 19.4% | $11.01万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.35万 | 0.05% | 2,526 | -1,654 | -39.6% | -$44.75万 | 减仓 |
| IWB | ISHARES TR | $69.50万 | 0.06% | 1,949 | -48 | -2.4% | -$1.71万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $69.69万 | 0.06% | 3,207 | 106 | 3.4% | $2.30万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $69.83万 | 0.06% | 15,216 | 450 | 3.0% | $2.07万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $70.01万 | 0.06% | 13,771 | 1,325 | 10.6% | $6.74万 | 加仓 |
| SBUX | STARBUCKS CORP | $70.64万 | 0.06% | 7,887 | -205 | -2.5% | -$1.84万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $70.74万 | 0.06% | 2,340 | -13 | -0.6% | -$3,930 | 减仓 |
| GM | GENERAL MTRS CO | $71.18万 | 0.06% | 9,554 | -149 | -1.5% | -$1.11万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $71.40万 | 0.06% | 14,056 | -1,263 | -8.2% | -$6.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 1 | — | $71.81万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $72.24万 | 0.06% | 15,199 | 0 | 0.0% | — | 不变 |
| TLTW | ISHARES TR | $73.04万 | 0.06% | 32,292 | 59 | 0.2% | $1,335 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $74.30万 | 0.06% | 2,456 | 239 | 10.8% | $7.23万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $74.63万 | 0.06% | 30,127 | -15,904 | -34.6% | -$39.39万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $76.07万 | 0.06% | 73,146 | -7,000 | -8.7% | -$7.28万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $77.09万 | 0.06% | 26,721 | 16,945 | 173.3% | $48.89万 | 加仓 |
| — | VANECK ETF TRUST | $77.70万 | 0.06% | 32,431 | 16,426 | 102.6% | $39.35万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $77.70万 | 0.06% | 6,509 | -492 | -7.0% | -$5.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $78.34万 | 0.06% | 1,593 | -28 | -1.7% | -$1.38万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $78.89万 | 0.06% | 25,984 | -1,407 | -5.1% | -$4.27万 | 减仓 |
| O | REALTY INCOME CORP | $78.91万 | 0.06% | 12,898 | -820 | -6.0% | -$5.02万 | 减仓 |
| ESGD | ISHARES TR | $79.46万 | 0.06% | 8,309 | -5,293 | -38.9% | -$50.62万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $80.25万 | 0.06% | 10,253 | -487 | -4.5% | -$3.81万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $80.91万 | 0.06% | 16,190 | -31 | -0.2% | -$1,549 | 减仓 |
| VOLT | TEMA ETF TRUST | $81.34万 | 0.06% | 23,755 | 23,755 | — | $81.34万 | 新建仓 |
| EXC | EXELON CORP | $81.56万 | 0.06% | 16,639 | -49 | -0.3% | -$2,402 | 减仓 |
| TJX | TJX COS INC NEW | $81.68万 | 0.07% | 5,115 | 42 | 0.8% | $6,707 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $82.92万 | 0.07% | 17,674 | 892 | 5.3% | $4.18万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $83.77万 | 0.07% | 29,233 | 7,522 | 34.6% | $21.56万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $84.41万 | 0.07% | 3,607 | 3 | 0.1% | $702 | 加仓 |
| MBB | ISHARES TR | $84.42万 | 0.07% | 8,891 | -564 | -6.0% | -$5.36万 | 减仓 |
| INTC | INTEL CORP | $84.49万 | 0.07% | 19,146 | 1,858 | 10.7% | $8.20万 | 加仓 |
| BA | BOEING CO | $85.63万 | 0.07% | 4,304 | 20 | 0.5% | $3,979 | 加仓 |
| IUSB | ISHARES TR | $86.22万 | 0.07% | 18,667 | 402 | 2.2% | $1.86万 | 加仓 |
| NUDM | NUSHARES ETF TR | $86.85万 | 0.07% | 24,052 | 16,917 | 237.1% | $61.08万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.88万 | 0.07% | 1,027 | 54 | 5.5% | $4.57万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $87.01万 | 0.07% | 6,344 | 563 | 9.7% | $7.72万 | 加仓 |
| KLAC | KLA CORP 看涨期权 | $88.34万 | 0.07% | 600 | 200 | 50.0% | $29.45万 | 加仓 |
| ADI | ANALOG DEVICES INC | $89.27万 | 0.07% | 2,807 | -239 | -7.8% | -$7.60万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $90.09万 | 0.07% | 3,331 | 169 | 5.3% | $4.57万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $90.78万 | 0.07% | 12,411 | 91 | 0.7% | $6,656 | 加仓 |
| RTX | RTX CORPORATION | $91.53万 | 0.07% | 4,746 | 276 | 6.2% | $5.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $92.58万 | 0.07% | 11,630 | -227 | -1.9% | -$1.81万 | 减仓 |
| ICSH | ISHARES TR | $92.67万 | 0.07% | 18,307 | 333 | 1.9% | $1.69万 | 加仓 |
| ABBV | ABBVIE INC | $92.74万 | 0.07% | 4,264 | -64 | -1.5% | -$1.39万 | 减仓 |
| USXF | ISHARES TR | $93.13万 | 0.07% | 16,871 | 670 | 4.1% | $3.70万 | 加仓 |
| URA | GLOBAL X FDS | $96.37万 | 0.08% | 19,900 | 740 | 3.9% | $3.58万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $96.52万 | 0.08% | 24,293 | 2,687 | 12.4% | $10.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $96.74万 | 0.08% | 24,896 | -3,053 | -10.9% | -$11.86万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $98.72万 | 0.08% | 19,575 | 7,021 | 55.9% | $35.41万 | 加仓 |
| IWR | ISHARES TR | $100.23万 | 0.08% | 10,309 | 80 | 0.8% | $7,778 | 加仓 |
| IGV | ISHARES TR | $100.37万 | 0.08% | 12,538 | 5,813 | 86.4% | $46.53万 | 加仓 |
| T | AT&T INC | $100.53万 | 0.08% | 34,679 | 818 | 2.4% | $2.37万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $100.91万 | 0.08% | 26,264 | 3,557 | 15.7% | $13.67万 | 加仓 |
| HD | HOME DEPOT INC | $105.69万 | 0.08% | 3,213 | -247 | -7.1% | -$8.12万 | 减仓 |
| CRM | SALESFORCE INC | $106.88万 | 0.09% | 5,726 | 104 | 1.8% | $1.94万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $109.35万 | 0.09% | 41,642 | 6,385 | 18.1% | $16.77万 | 加仓 |
| BIZD | VANECK ETF TRUST | $109.37万 | 0.09% | 85,449 | 2,784 | 3.4% | $3.56万 | 加仓 |
| AMGN | AMGEN INC | $110.35万 | 0.09% | 3,137 | -153 | -4.7% | -$5.38万 | 减仓 |
| EEM | ISHARES TR | $110.55万 | 0.09% | 19,466 | 12,580 | 182.7% | $71.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $110.89万 | 0.09% | 5,190 | 265 | 5.4% | $5.66万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $112.26万 | 0.09% | 26,029 | -306 | -1.2% | -$1.32万 | 减仓 |
| IUSV | ISHARES TR | $112.86万 | 0.09% | 11,038 | 1,694 | 18.1% | $17.32万 | 加仓 |
| MOAT | VANECK ETF TRUST | $113.24万 | 0.09% | 11,711 | -707 | -5.7% | -$6.84万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $115.02万 | 0.09% | 2,496 | -2 | -0.1% | -$922 | 减仓 |
| SPTL | SPDR SERIES TRUST | $116.20万 | 0.09% | 44,184 | -20 | -0.0% | -$526 | 减仓 |
| AGG | ISHARES TR | $116.67万 | 0.09% | 11,751 | 1,134 | 10.7% | $11.26万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $117.16万 | 0.09% | 13,077 | -1,091 | -7.7% | -$9.77万 | 减仓 |
| ASML | ASML HLDG NV | $121.91万 | 0.10% | 923 | -22 | -2.3% | -$2.91万 | 减仓 |
| IWM | ISHARES TR | $122.49万 | 0.10% | 4,938 | -1,646 | -25.0% | -$40.83万 | 减仓 |
| BAC | BANK AMERICA CORP | $123.10万 | 0.10% | 25,253 | -742 | -2.9% | -$3.62万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $123.52万 | 0.10% | 2,472 | 62 | 2.6% | $3.10万 | 加仓 |
| CSCO | CISCO SYS INC | $123.85万 | 0.10% | 15,964 | -254 | -1.6% | -$1.97万 | 减仓 |
| KLAC | KLA CORP | $127.16万 | 0.10% | 864 | 201 | 30.3% | $29.58万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $127.17万 | 0.10% | 25,532 | -645 | -2.5% | -$3.21万 | 减仓 |
| SYSB | ISHARES TR | $127.81万 | 0.10% | 14,360 | 1,148 | 8.7% | $10.22万 | 加仓 |
| USMV | ISHARES TR | $128.33万 | 0.10% | 13,838 | -234 | -1.7% | -$2.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $128.48万 | 0.10% | 8,014 | -1,583 | -16.5% | -$25.38万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $128.50万 | 0.10% | 11,791 | -451 | -3.7% | -$4.91万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $128.71万 | 0.10% | 38,650 | 2,925 | 8.2% | $9.74万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $130.07万 | 0.10% | 104,980 | 48,692 | 86.5% | $60.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.39万 | 0.10% | 5,420 | 54 | 1.0% | $1.31万 | 加仓 |