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 |
|---|---|---|---|---|---|---|---|---|
| ENVX | ENOVIX CORPORATION | $238.31万 | 0.19% | 460,067 | 91,648 | 24.9% | $47.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $232.16万 | 0.18% | 50,855 | -2,869 | -5.3% | -$13.10万 | 减仓 |
| ESGU | ISHARES TR | $226.18万 | 0.18% | 15,993 | 168 | 1.1% | $2.38万 | 加仓 |
| WMT | WALMART INC | $222.48万 | 0.18% | 17,901 | 809 | 4.7% | $10.05万 | 加仓 |
| SGOV | ISHARES TR | $222.42万 | 0.18% | 22,097 | 2,386 | 12.1% | $24.02万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $222.05万 | 0.18% | 29,208 | 615 | 2.2% | $4.68万 | 加仓 |
| — | EXXON MOBIL CORP | $221.31万 | 0.18% | 13,044 | -27 | -0.2% | -$4,581 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $218.88万 | 0.17% | 44,335 | -202 | -0.5% | -$9,972 | 减仓 |
| WINN | HARBOR ETF TRUST | $215.17万 | 0.17% | 77,600 | -3,606 | -4.4% | -$10.00万 | 减仓 |
| IEFA | ISHARES TR | $213.38万 | 0.17% | 23,569 | 2,799 | 13.5% | $25.34万 | 加仓 |
| KO | COCA COLA CO | $202.91万 | 0.16% | 26,679 | 429 | 1.6% | $3.26万 | 加仓 |
| LQD | ISHARES TR | $201.16万 | 0.16% | 18,457 | -318 | -1.7% | -$3.47万 | 减仓 |
| EMXC | ISHARES INC | $200.93万 | 0.16% | 25,541 | 4,981 | 24.2% | $39.18万 | 加仓 |
| IVW | ISHARES TR | $196.93万 | 0.16% | 17,411 | 1,429 | 8.9% | $16.16万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $194.63万 | 0.16% | 31,772 | -1,528 | -4.6% | -$9.36万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $194.23万 | 0.15% | 30,789 | 8,344 | 37.2% | $52.64万 | 加仓 |
| ISCV | ISHARES TR | $193.90万 | 0.15% | 27,895 | -237 | -0.8% | -$1.65万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $190.71万 | 0.15% | 39,749 | -17,159 | -30.2% | -$82.33万 | 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 |
| MU | MICRON TECHNOLOGY INC | $188.90万 | 0.15% | 5,592 | -1,405 | -20.1% | -$47.46万 | 减仓 |
| EUSB | ISHARES TR | $177.85万 | 0.14% | 40,887 | 704 | 1.8% | $3.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $177.15万 | 0.14% | 6,762 | -132 | -1.9% | -$3.46万 | 减仓 |
| ISCG | ISHARES TR | $177.04万 | 0.14% | 32,307 | -62 | -0.2% | -$3,398 | 减仓 |
| LLY | ELI LILLY & CO | $175.01万 | 0.14% | 1,901 | 38 | 2.0% | $3.50万 | 加仓 |
| STIP | ISHARES TR | $173.93万 | 0.14% | 16,801 | -14,556 | -46.4% | -$150.69万 | 减仓 |
| PTLC | PACER FDS TR | $171.09万 | 0.14% | 32,614 | -1,867 | -5.4% | -$9.79万 | 减仓 |
| IWD | ISHARES TR | $169.72万 | 0.14% | 7,942 | 626 | 8.6% | $13.38万 | 加仓 |
| SMH | VANECK ETF TRUST | $168.33万 | 0.13% | 4,390 | 287 | 7.0% | $11.00万 | 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 |
| SOFI | SOFI TECHNOLOGIES INC | $167.91万 | 0.13% | 105,739 | 7,685 | 7.8% | $12.20万 | 加仓 |
| IVE | ISHARES TR | $167.46万 | 0.13% | 7,930 | -27 | -0.3% | -$5,702 | 减仓 |
| CMF | ISHARES TR | $166.39万 | 0.13% | 29,261 | 6,316 | 27.5% | $35.91万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $166.10万 | 0.13% | 16,008 | 1,349 | 9.2% | $14.00万 | 加仓 |
| PEP | PEPSICO INC | $164.21万 | 0.13% | 10,574 | 211 | 2.0% | $3.28万 | 加仓 |
| ESGE | ISHARES INC | $162.88万 | 0.13% | 35,823 | 5,421 | 17.8% | $24.65万 | 加仓 |
| HYG | ISHARES TR | $161.54万 | 0.13% | 20,305 | -642 | -3.1% | -$5.11万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $160.68万 | 0.13% | 14,330 | 949 | 7.1% | $10.64万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $158.85万 | 0.13% | 14,330 | -3,355 | -19.0% | -$37.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $157.14万 | 0.13% | 7,725 | -280 | -3.5% | -$5.70万 | 减仓 |
| GLDM | WORLD GOLD TR | $155.46万 | 0.12% | 16,772 | -6,495 | -27.9% | -$60.20万 | 减仓 |
| GEV | GE VERNOVA INC | $155.43万 | 0.12% | 1,780 | -356 | -16.7% | -$31.09万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $150.83万 | 0.12% | 5,401 | 77 | 1.4% | $2.15万 | 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 |
| IWP | ISHARES TR | $150.24万 | 0.12% | 11,728 | 2 | 0.0% | $256 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $148.76万 | 0.12% | 40,779 | 40,779 | — | $148.76万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $148.55万 | 0.12% | 57,599 | 3,955 | 7.4% | $10.20万 | 加仓 |
| ORCL | ORACLE CORP | $147.42万 | 0.12% | 10,020 | 491 | 5.2% | $7.22万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $146.07万 | 0.12% | 7,608 | 2,314 | 43.7% | $44.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $144.94万 | 0.12% | 5,927 | -18 | -0.3% | -$4,402 | 减仓 |
| GE | GE AEROSPACE | $144.55万 | 0.12% | 5,094 | 62 | 1.2% | $1.76万 | 加仓 |
| CAT | CATERPILLAR INC | $144.06万 | 0.11% | 2,033 | 119 | 6.2% | $8.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $141.92万 | 0.11% | 3,635 | -514 | -12.4% | -$20.07万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $140.80万 | 0.11% | 29,939 | -9,400 | -23.9% | -$44.21万 | 减仓 |
| NLR | VANECK ETF TRUST | $140.19万 | 0.11% | 10,525 | 1,975 | 23.1% | $26.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $139.47万 | 0.11% | 18,940 | 1,233 | 7.0% | $9.08万 | 加仓 |
| SHOP | SHOPIFY INC | $137.72万 | 0.11% | 11,611 | -1,305 | -10.1% | -$15.48万 | 减仓 |
| PAVE | GLOBAL X FDS | $136.36万 | 0.11% | 26,832 | -2,741 | -9.3% | -$13.93万 | 减仓 |
| IUSG | ISHARES TR | $134.24万 | 0.11% | 8,654 | 441 | 5.4% | $6.84万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $133.73万 | 0.11% | 94,644 | 27,420 | 40.8% | $38.74万 | 加仓 |
| DIS | DISNEY WALT CO | $132.82万 | 0.11% | 13,782 | -609 | -4.2% | -$5.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $132.74万 | 0.11% | 26,443 | 1,434 | 5.7% | $7.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.39万 | 0.10% | 5,420 | 54 | 1.0% | $1.31万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $130.07万 | 0.10% | 104,980 | 48,692 | 86.5% | $60.33万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $128.71万 | 0.10% | 38,650 | 2,925 | 8.2% | $9.74万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $128.50万 | 0.10% | 11,791 | -451 | -3.7% | -$4.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $128.48万 | 0.10% | 8,014 | -1,583 | -16.5% | -$25.38万 | 减仓 |
| USMV | ISHARES TR | $128.33万 | 0.10% | 13,838 | -234 | -1.7% | -$2.17万 | 减仓 |
| SYSB | ISHARES TR | $127.81万 | 0.10% | 14,360 | 1,148 | 8.7% | $10.22万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $127.17万 | 0.10% | 25,532 | -645 | -2.5% | -$3.21万 | 减仓 |
| KLAC | KLA CORP | $127.16万 | 0.10% | 864 | 201 | 30.3% | $29.58万 | 加仓 |
| CSCO | CISCO SYS INC | $123.85万 | 0.10% | 15,964 | -254 | -1.6% | -$1.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $123.52万 | 0.10% | 2,472 | 62 | 2.6% | $3.10万 | 加仓 |
| BAC | BANK AMERICA CORP | $123.10万 | 0.10% | 25,253 | -742 | -2.9% | -$3.62万 | 减仓 |
| IWM | ISHARES TR | $122.49万 | 0.10% | 4,938 | -1,646 | -25.0% | -$40.83万 | 减仓 |
| ASML | ASML HLDG NV | $121.91万 | 0.10% | 923 | -22 | -2.3% | -$2.91万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $117.16万 | 0.09% | 13,077 | -1,091 | -7.7% | -$9.77万 | 减仓 |
| AGG | ISHARES TR | $116.67万 | 0.09% | 11,751 | 1,134 | 10.7% | $11.26万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $116.20万 | 0.09% | 44,184 | -20 | -0.0% | -$526 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $115.02万 | 0.09% | 2,496 | -2 | -0.1% | -$922 | 减仓 |
| MOAT | VANECK ETF TRUST | $113.24万 | 0.09% | 11,711 | -707 | -5.7% | -$6.84万 | 减仓 |
| IUSV | ISHARES TR | $112.86万 | 0.09% | 11,038 | 1,694 | 18.1% | $17.32万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $112.26万 | 0.09% | 26,029 | -306 | -1.2% | -$1.32万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $110.89万 | 0.09% | 5,190 | 265 | 5.4% | $5.66万 | 加仓 |
| EEM | ISHARES TR | $110.55万 | 0.09% | 19,466 | 12,580 | 182.7% | $71.44万 | 加仓 |
| AMGN | AMGEN INC | $110.35万 | 0.09% | 3,137 | -153 | -4.7% | -$5.38万 | 减仓 |
| BIZD | VANECK ETF TRUST | $109.37万 | 0.09% | 85,449 | 2,784 | 3.4% | $3.56万 | 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 |
| CRM | SALESFORCE INC | $106.88万 | 0.09% | 5,726 | 104 | 1.8% | $1.94万 | 加仓 |
| HD | HOME DEPOT INC | $105.69万 | 0.08% | 3,213 | -247 | -7.1% | -$8.12万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $100.91万 | 0.08% | 26,264 | 3,557 | 15.7% | $13.67万 | 加仓 |
| T | AT&T INC | $100.53万 | 0.08% | 34,679 | 818 | 2.4% | $2.37万 | 加仓 |
| IGV | ISHARES TR | $100.37万 | 0.08% | 12,538 | 5,813 | 86.4% | $46.53万 | 加仓 |
| IWR | ISHARES TR | $100.23万 | 0.08% | 10,309 | 80 | 0.8% | $7,778 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $98.72万 | 0.08% | 19,575 | 7,021 | 55.9% | $35.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $96.74万 | 0.08% | 24,896 | -3,053 | -10.9% | -$11.86万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $96.52万 | 0.08% | 24,293 | 2,687 | 12.4% | $10.68万 | 加仓 |
| URA | GLOBAL X FDS | $96.37万 | 0.08% | 19,900 | 740 | 3.9% | $3.58万 | 加仓 |
| USXF | ISHARES TR | $93.13万 | 0.07% | 16,871 | 670 | 4.1% | $3.70万 | 加仓 |
| ABBV | ABBVIE INC | $92.74万 | 0.07% | 4,264 | -64 | -1.5% | -$1.39万 | 减仓 |
| ICSH | ISHARES TR | $92.67万 | 0.07% | 18,307 | 333 | 1.9% | $1.69万 | 加仓 |