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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $132.74万 | 0.11% | 26,443 | 1,434 | 5.7% | $7.20万 | 加仓 |
| DIS | DISNEY WALT CO | $132.82万 | 0.11% | 13,782 | -609 | -4.2% | -$5.87万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $133.73万 | 0.11% | 94,644 | 27,420 | 40.8% | $38.74万 | 加仓 |
| IUSG | ISHARES TR | $134.24万 | 0.11% | 8,654 | 441 | 5.4% | $6.84万 | 加仓 |
| PAVE | GLOBAL X FDS | $136.36万 | 0.11% | 26,832 | -2,741 | -9.3% | -$13.93万 | 减仓 |
| SHOP | SHOPIFY INC | $137.72万 | 0.11% | 11,611 | -1,305 | -10.1% | -$15.48万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $139.47万 | 0.11% | 18,940 | 1,233 | 7.0% | $9.08万 | 加仓 |
| NLR | VANECK ETF TRUST | $140.19万 | 0.11% | 10,525 | 1,975 | 23.1% | $26.31万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $140.80万 | 0.11% | 29,939 | -9,400 | -23.9% | -$44.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $141.92万 | 0.11% | 3,635 | -514 | -12.4% | -$20.07万 | 减仓 |
| CAT | CATERPILLAR INC | $144.06万 | 0.11% | 2,033 | 119 | 6.2% | $8.43万 | 加仓 |
| GE | GE AEROSPACE | $144.55万 | 0.12% | 5,094 | 62 | 1.2% | $1.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $144.94万 | 0.12% | 5,927 | -18 | -0.3% | -$4,402 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $146.07万 | 0.12% | 7,608 | 2,314 | 43.7% | $44.43万 | 加仓 |
| ORCL | ORACLE CORP | $147.42万 | 0.12% | 10,020 | 491 | 5.2% | $7.22万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $148.55万 | 0.12% | 57,599 | 3,955 | 7.4% | $10.20万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $148.76万 | 0.12% | 40,779 | 40,779 | — | $148.76万 | 新建仓 |
| IWP | ISHARES TR | $150.24万 | 0.12% | 11,728 | 2 | 0.0% | $256 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $150.51万 | 0.12% | 59,440 | 5,463 | 10.1% | $13.83万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $150.83万 | 0.12% | 5,401 | 77 | 1.4% | $2.15万 | 加仓 |
| GEV | GE VERNOVA INC | $155.43万 | 0.12% | 1,780 | -356 | -16.7% | -$31.09万 | 减仓 |
| GLDM | WORLD GOLD TR | $155.46万 | 0.12% | 16,772 | -6,495 | -27.9% | -$60.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $157.14万 | 0.13% | 7,725 | -280 | -3.5% | -$5.70万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $158.85万 | 0.13% | 14,330 | -3,355 | -19.0% | -$37.19万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $160.68万 | 0.13% | 14,330 | 949 | 7.1% | $10.64万 | 加仓 |
| HYG | ISHARES TR | $161.54万 | 0.13% | 20,305 | -642 | -3.1% | -$5.11万 | 减仓 |
| ESGE | ISHARES INC | $162.88万 | 0.13% | 35,823 | 5,421 | 17.8% | $24.65万 | 加仓 |
| PEP | PEPSICO INC | $164.21万 | 0.13% | 10,574 | 211 | 2.0% | $3.28万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $166.10万 | 0.13% | 16,008 | 1,349 | 9.2% | $14.00万 | 加仓 |
| CMF | ISHARES TR | $166.39万 | 0.13% | 29,261 | 6,316 | 27.5% | $35.91万 | 加仓 |
| IVE | ISHARES TR | $167.46万 | 0.13% | 7,930 | -27 | -0.3% | -$5,702 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $167.91万 | 0.13% | 105,739 | 7,685 | 7.8% | $12.20万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $168.07万 | 0.13% | 32,967 | -1,841 | -5.3% | -$9.39万 | 减仓 |
| SMH | VANECK ETF TRUST | $168.33万 | 0.13% | 4,390 | 287 | 7.0% | $11.00万 | 加仓 |
| IWD | ISHARES TR | $169.72万 | 0.14% | 7,942 | 626 | 8.6% | $13.38万 | 加仓 |
| PTLC | PACER FDS TR | $171.09万 | 0.14% | 32,614 | -1,867 | -5.4% | -$9.79万 | 减仓 |
| STIP | ISHARES TR | $173.93万 | 0.14% | 16,801 | -14,556 | -46.4% | -$150.69万 | 减仓 |
| LLY | ELI LILLY & CO | $175.01万 | 0.14% | 1,901 | 38 | 2.0% | $3.50万 | 加仓 |
| ISCG | ISHARES TR | $177.04万 | 0.14% | 32,307 | -62 | -0.2% | -$3,398 | 减仓 |
| VB | VANGUARD INDEX FDS | $177.15万 | 0.14% | 6,762 | -132 | -1.9% | -$3.46万 | 减仓 |
| EUSB | ISHARES TR | $177.85万 | 0.14% | 40,887 | 704 | 1.8% | $3.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $188.90万 | 0.15% | 5,592 | -1,405 | -20.1% | -$47.46万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $189.00万 | 0.15% | 106,477 | -2,365 | -2.2% | -$4.20万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $190.71万 | 0.15% | 39,749 | -17,159 | -30.2% | -$82.33万 | 减仓 |
| ISCV | ISHARES TR | $193.90万 | 0.15% | 27,895 | -237 | -0.8% | -$1.65万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $194.23万 | 0.15% | 30,789 | 8,344 | 37.2% | $52.64万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $194.63万 | 0.16% | 31,772 | -1,528 | -4.6% | -$9.36万 | 减仓 |
| IVW | ISHARES TR | $196.93万 | 0.16% | 17,411 | 1,429 | 8.9% | $16.16万 | 加仓 |
| EMXC | ISHARES INC | $200.93万 | 0.16% | 25,541 | 4,981 | 24.2% | $39.18万 | 加仓 |
| LQD | ISHARES TR | $201.16万 | 0.16% | 18,457 | -318 | -1.7% | -$3.47万 | 减仓 |
| KO | COCA COLA CO | $202.91万 | 0.16% | 26,679 | 429 | 1.6% | $3.26万 | 加仓 |
| IEFA | ISHARES TR | $213.38万 | 0.17% | 23,569 | 2,799 | 13.5% | $25.34万 | 加仓 |
| WINN | HARBOR ETF TRUST | $215.17万 | 0.17% | 77,600 | -3,606 | -4.4% | -$10.00万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $218.88万 | 0.17% | 44,335 | -202 | -0.5% | -$9,972 | 减仓 |
| — | EXXON MOBIL CORP | $221.31万 | 0.18% | 13,044 | -27 | -0.2% | -$4,581 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $222.05万 | 0.18% | 29,208 | 615 | 2.2% | $4.68万 | 加仓 |
| SGOV | ISHARES TR | $222.42万 | 0.18% | 22,097 | 2,386 | 12.1% | $24.02万 | 加仓 |
| WMT | WALMART INC | $222.48万 | 0.18% | 17,901 | 809 | 4.7% | $10.05万 | 加仓 |
| ESGU | ISHARES TR | $226.18万 | 0.18% | 15,993 | 168 | 1.1% | $2.38万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $232.16万 | 0.18% | 50,855 | -2,869 | -5.3% | -$13.10万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $238.31万 | 0.19% | 460,067 | 91,648 | 24.9% | $47.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $247.51万 | 0.20% | 11,508 | 817 | 7.6% | $17.57万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $252.90万 | 0.20% | 49,967 | 5,625 | 12.7% | $28.47万 | 加仓 |
| DGRO | ISHARES TR | $256.24万 | 0.20% | 36,509 | -4,655 | -11.3% | -$32.67万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $258.05万 | 0.21% | 17,599 | 1,942 | 12.4% | $28.48万 | 加仓 |
| V | VISA INC | $258.43万 | 0.21% | 8,552 | 208 | 2.5% | $6.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $261.25万 | 0.21% | 8,880 | -508 | -5.4% | -$14.95万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $268.75万 | 0.21% | 89,137 | 13,192 | 17.4% | $39.77万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $287.45万 | 0.23% | 30,390 | -1,470 | -4.6% | -$13.90万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $287.46万 | 0.23% | 72,668 | 45,182 | 164.4% | $178.73万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $288.11万 | 0.23% | 35,757 | -1,261 | -3.4% | -$10.16万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $292.73万 | 0.23% | 92,725 | 7,594 | 8.9% | $23.97万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $299.70万 | 0.24% | 31,014 | 1,355 | 4.6% | $13.09万 | 加仓 |
| IJH | ISHARES TR | $299.97万 | 0.24% | 44,421 | -4,704 | -9.6% | -$31.77万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $305.45万 | 0.24% | 36,139 | 4,880 | 15.6% | $41.25万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $309.48万 | 0.25% | 110,529 | -1,825 | -1.6% | -$5.11万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $309.69万 | 0.25% | 76,388 | 15,027 | 24.5% | $60.92万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $311.60万 | 0.25% | 33,594 | -2,427 | -6.7% | -$22.51万 | 减仓 |
| IWF | ISHARES TR | $323.48万 | 0.26% | 7,586 | 101 | 1.3% | $4.31万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $327.77万 | 0.26% | 55,346 | -843 | -1.5% | -$4.99万 | 减仓 |
| IAU | ISHARES GOLD TR | $330.30万 | 0.26% | 37,466 | -26,674 | -41.6% | -$235.16万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $332.63万 | 0.27% | 98,500 | 2,720 | 2.8% | $9.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $335.80万 | 0.27% | 11,692 | 714 | 6.5% | $20.51万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $337.66万 | 0.27% | 485,846 | 10,739 | 2.3% | $7.46万 | 加仓 |
| CVX | CHEVRON CORPORATION | $339.20万 | 0.27% | 16,397 | 1,947 | 13.5% | $40.28万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $345.75万 | 0.28% | 154,767 | 11,035 | 7.7% | $24.65万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $346.36万 | 0.28% | 475,766 | 10,202 | 2.2% | $7.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $347.64万 | 0.28% | 5,820 | 328 | 6.0% | $19.59万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $348.38万 | 0.28% | 10,308 | 855 | 9.0% | $28.90万 | 加仓 |
| GLD | SPDR GOLD TR | $348.86万 | 0.28% | 8,108 | 622 | 8.3% | $26.76万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $349.57万 | 0.28% | 152,120 | 97,105 | 176.5% | $223.15万 | 加仓 |
| IJR | ISHARES TR | $354.44万 | 0.28% | 28,515 | -3,509 | -11.0% | -$43.62万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $362.03万 | 0.29% | 132,952 | 4,389 | 3.4% | $11.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $366.53万 | 0.29% | 3,676 | -640 | -14.8% | -$63.81万 | 减仓 |
| EFA | ISHARES TR | $368.19万 | 0.29% | 37,907 | 809 | 2.2% | $7.86万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $377.01万 | 0.30% | 78,028 | -4,201 | -5.1% | -$20.30万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $377.37万 | 0.30% | 62,767 | -5,200 | -7.7% | -$31.26万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $379.50万 | 0.30% | 165,360 | 5,861 | 3.7% | $13.45万 | 加仓 |
| SPYI | NEOS ETF TRUST | $385.91万 | 0.31% | 78,168 | 7,782 | 11.1% | $38.42万 | 加仓 |
| SLV | ISHARES SILVER TR | $398.53万 | 0.32% | 58,487 | -27,047 | -31.6% | -$184.30万 | 减仓 |