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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $404.45万 | 0.32% | 51,155 | -3,284 | -6.0% | -$25.96万 | 减仓 |
| GOVT | ISHARES TR | $420.02万 | 0.33% | 183,334 | 146,726 | 400.8% | $336.15万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $441.39万 | 0.35% | 399,090 | -18,228 | -4.4% | -$20.16万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $454.03万 | 0.36% | 118,175 | 3,926 | 3.4% | $15.08万 | 加仓 |
| AIQ | GLOBAL X FDS | $458.16万 | 0.37% | 98,164 | -2,489 | -2.5% | -$11.62万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $467.75万 | 0.37% | 84,250 | 13,039 | 18.3% | $72.39万 | 加仓 |
| BIL | SPDR SERIES TRUST | $483.18万 | 0.38% | 52,726 | -758 | -1.4% | -$6.95万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $484.12万 | 0.39% | 42,125 | -217 | -0.5% | -$2.49万 | 减仓 |
| NFLX | NETFLIX INC. | $489.45万 | 0.39% | 50,905 | 2,263 | 4.7% | $21.76万 | 加仓 |
| HGER | HARBOR ETF TRUST | $503.67万 | 0.40% | 162,425 | 3,314 | 2.1% | $10.28万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $523.87万 | 0.42% | 32,391 | -1,316 | -3.9% | -$21.28万 | 减仓 |
| IAGG | ISHARES TR | $531.05万 | 0.42% | 106,124 | 35,700 | 50.7% | $178.64万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $547.13万 | 0.44% | 52,891 | 2,751 | 5.5% | $28.46万 | 加仓 |
| EMBX | VANECK FDS | $547.76万 | 0.44% | 109,301 | 375 | 0.3% | $1.88万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $548.10万 | 0.44% | 164,249 | 9,207 | 5.9% | $30.72万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $549.72万 | 0.44% | 151,751 | 7,486 | 5.2% | $27.12万 | 加仓 |
| SHLD | GLOBAL X FDS | $572.07万 | 0.46% | 80,735 | 27,517 | 51.7% | $194.98万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $591.88万 | 0.47% | 147,271 | 4,951 | 3.5% | $19.90万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $595.30万 | 0.47% | 82,970 | 3,376 | 4.2% | $24.22万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $604.72万 | 0.48% | 41,341 | 1,747 | 4.4% | $25.55万 | 加仓 |
| AVGO | BROADCOM INC | $613.01万 | 0.49% | 19,804 | 274 | 1.4% | $8.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $621.71万 | 0.50% | 46,777 | 1,818 | 4.0% | $24.16万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $634.10万 | 0.51% | 58,923 | -15,667 | -21.0% | -$168.60万 | 减仓 |
| SDY | SPDR SERIES TRUST | $641.82万 | 0.51% | 43,976 | 1,759 | 4.2% | $25.67万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $646.96万 | 0.52% | 152,081 | 13,786 | 10.0% | $58.65万 | 加仓 |
| META | META PLATFORMS INC | $658.26万 | 0.52% | 11,501 | 292 | 2.6% | $16.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $676.11万 | 0.54% | 105,512 | 7,540 | 7.7% | $48.32万 | 加仓 |
| MTUM | ISHARES TR | $684.33万 | 0.55% | 28,490 | -2,851 | -9.1% | -$68.48万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $715.33万 | 0.57% | 202,013 | 28,419 | 16.4% | $100.63万 | 加仓 |
| GOOG | ALPHABET INC | $750.82万 | 0.60% | 26,174 | 1,981 | 8.2% | $56.83万 | 加仓 |
| GOOGL | ALPHABET INC | $795.67万 | 0.63% | 27,668 | -264 | -0.9% | -$7.59万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $822.69万 | 0.66% | 182,616 | 12,926 | 7.6% | $58.23万 | 加仓 |
| NTSX | WISDOMTREE TR | $837.57万 | 0.67% | 160,605 | -685 | -0.4% | -$3.57万 | 减仓 |
| TLT | ISHARES TR | $881.19万 | 0.70% | 101,647 | 8,197 | 8.8% | $71.06万 | 加仓 |
| CLIP | GLOBAL X FDS | $899.98万 | 0.72% | 89,675 | -8,083 | -8.3% | -$81.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $978.64万 | 0.78% | 14,024 | 275 | 2.0% | $19.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $982.05万 | 0.78% | 50,055 | 905 | 1.8% | $17.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $986.18万 | 0.79% | 20,579 | 1,411 | 7.4% | $67.62万 | 加仓 |
| QUAL | ISHARES TR | $1,021.61万 | 0.81% | 53,247 | -1,095 | -2.0% | -$21.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,092.92万 | 0.87% | 25,019 | 1,801 | 7.8% | $78.67万 | 加仓 |
| COWZ | PACER FDS TR | $1,141.46万 | 0.91% | 182,459 | 2,802 | 1.6% | $17.53万 | 加仓 |
| IEMG | ISHARES INC | $1,160.64万 | 0.92% | 166,397 | 9,641 | 6.2% | $67.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,168.97万 | 0.93% | 20,253 | -36 | -0.2% | -$2.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,251.88万 | 1.00% | 39,023 | 340 | 0.9% | $10.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,258.69万 | 1.00% | 33,999 | -179 | -0.5% | -$6.63万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,314.69万 | 1.05% | 399,006 | 54,412 | 15.8% | $179.28万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,518.17万 | 1.21% | 198,336 | 52,555 | 36.1% | $402.29万 | 加仓 |
| IVV | ISHARES TR | $1,576.73万 | 1.26% | 24,137 | 10,575 | 78.0% | $690.80万 | 加仓 |
| AMZN | AMAZON COM INC | $1,600.73万 | 1.28% | 76,859 | 3,554 | 4.8% | $74.02万 | 加仓 |
| IYW | ISHARES TR | $1,807.40万 | 1.44% | 99,543 | -995 | -1.0% | -$18.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,905.91万 | 1.52% | 327,584 | -55,940 | -14.6% | -$325.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,961.82万 | 1.56% | 30,165 | 529 | 1.8% | $34.40万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,543.78万 | 2.82% | 519,015 | 73,380 | 16.5% | $501.03万 | 加仓 |
| TSLA | TESLA INC | $3,579.92万 | 2.85% | 96,300 | -3,637 | -3.6% | -$135.20万 | 减仓 |
| IWY | ISHARES TR | $4,188.07万 | 3.34% | 168,225 | 29,070 | 20.9% | $723.72万 | 加仓 |
| AAPL | APPLE INC | $4,251.66万 | 3.39% | 167,527 | 3,736 | 2.3% | $94.82万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,763.43万 | 3.80% | 841,900 | -10,299 | -1.2% | -$58.27万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,901.03万 | 3.91% | 500,556 | 577 | 0.1% | $5.65万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5,231.38万 | 4.17% | 695,729 | -10,644 | -1.5% | -$80.04万 | 减仓 |
| QUS | SPDR SERIES TRUST | $5,454.09万 | 4.35% | 317,764 | 19,422 | 6.5% | $333.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,555.29万 | 4.43% | 318,535 | -16,237 | -4.9% | -$283.18万 | 减仓 |