Perennial Investment Advisors, LLC
Los Angeles CA · SEC CIK 0001801523
$15.05亿2026Q2 申报市值
585持仓数
33.5%前十大占比 · 第一大 4.3%
78 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$1,921.04万
IALT 新建仓+$1,014.73万
SPTI 加仓+$672.83万
PZA 加仓+$530.06万
BLCR 新建仓+$479.69万
2026Q2 卖出最多 按季末市值估算
SPHQ 减仓-$936.02万
TLT 减仓-$594.79万
QUS 减仓-$313.84万
IVV 减仓-$307.43万
IEMG 减仓-$275.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $297.67万 | 0.20% | 21,320 | 2,174 | 11.4% | $30.35万 | 加仓 |
| V | VISA INC | $293.60万 | 0.20% | 8,558 | 6 | 0.1% | $2,058 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $292.88万 | 0.19% | 98,547 | -11,982 | -10.8% | -$35.61万 | 减仓 |
| GLD | SPDR GOLD TR | $291.74万 | 0.19% | 7,920 | -188 | -2.3% | -$6.93万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $289.63万 | 0.19% | 3,795 | 160 | 4.4% | $12.21万 | 加仓 |
| TLT | ISHARES TR | $283.83万 | 0.19% | 32,836 | -68,811 | -67.7% | -$594.79万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $280.97万 | 0.19% | 55,761 | 4,906 | 9.6% | $24.72万 | 加仓 |
| EMXC | ISHARES INC | $280.60万 | 0.19% | 27,427 | 1,886 | 7.4% | $19.29万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $280.51万 | 0.19% | 462,133 | 2,066 | 0.4% | $1.25万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $279.30万 | 0.19% | 29,830 | 622 | 2.1% | $5.82万 | 加仓 |
| CVX | CHEVRON CORPORATION | $277.53万 | 0.18% | 16,742 | 345 | 2.1% | $5.72万 | 加仓 |
| ESGU | ISHARES TR | $276.05万 | 0.18% | 16,866 | 873 | 5.5% | $14.29万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $273.21万 | 0.18% | 67,314 | -9,074 | -11.9% | -$36.83万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $252.36万 | 0.17% | 82,444 | -6,693 | -7.5% | -$20.49万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $250.80万 | 0.17% | 25,987 | -9,770 | -27.3% | -$94.29万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $249.69万 | 0.17% | 67,230 | 67,230 | — | $249.69万 | 新建仓 |
| CAT | CATERPILLAR INC | $249.15万 | 0.17% | 2,339 | 306 | 15.1% | $32.59万 | 加仓 |
| IVW | ISHARES TR | $244.11万 | 0.16% | 17,750 | 339 | 1.9% | $4.66万 | 加仓 |
| KLAC | KLA CORP | $239.83万 | 0.16% | 7,948 | -692 | -8.0% | -$20.88万 | 减仓 |
| SGOV | ISHARES TR | $235.59万 | 0.16% | 23,403 | 1,306 | 5.9% | $13.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $234.93万 | 0.16% | 14,544 | 214 | 1.5% | $3.46万 | 加仓 |
| WMT | WALMART INC | $234.31万 | 0.16% | 20,689 | 2,788 | 15.6% | $31.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $234.00万 | 0.16% | 5,400 | 210 | 4.0% | $9.10万 | 加仓 |
| CMF | ISHARES TR | $230.11万 | 0.15% | 39,921 | 10,660 | 36.4% | $61.45万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $229.62万 | 0.15% | 45,407 | -4,560 | -9.1% | -$23.06万 | 减仓 |
| ISCV | ISHARES TR | $227.48万 | 0.15% | 29,046 | 1,151 | 4.1% | $9.01万 | 加仓 |
| WINN | HARBOR ETF TRUST | $225.46万 | 0.15% | 69,436 | -8,164 | -10.5% | -$26.51万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $223.91万 | 0.15% | 43,701 | -28,967 | -39.9% | -$148.42万 | 减仓 |
| ISCG | ISHARES TR | $222.83万 | 0.15% | 33,999 | 1,692 | 5.2% | $11.09万 | 加仓 |
| KO | COCA COLA CO | $217.64万 | 0.14% | 26,777 | 98 | 0.4% | $7,965 | 加仓 |
| LQD | ISHARES TR | $216.08万 | 0.14% | 19,811 | 1,354 | 7.3% | $14.77万 | 加仓 |
| IUSG | ISHARES TR | $214.16万 | 0.14% | 11,388 | 2,734 | 31.6% | $51.42万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $213.08万 | 0.14% | 28,634 | 19,972 | 230.6% | $148.62万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $211.40万 | 0.14% | 3,310 | -21 | -0.6% | -$1.34万 | 减仓 |
| ASML | ASML HLDG NV | $209.30万 | 0.14% | 1,052 | 129 | 14.0% | $25.67万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $204.16万 | 0.14% | 66,632 | 66,632 | — | $204.16万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $202.64万 | 0.13% | 113,337 | 6,860 | 6.4% | $12.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $201.78万 | 0.13% | 6,655 | -107 | -1.6% | -$3.24万 | 减仓 |
| IWD | ISHARES TR | $198.75万 | 0.13% | 8,200 | 258 | 3.2% | $6.25万 | 加仓 |
| CSCO | CISCO SYS INC | $196.75万 | 0.13% | 16,752 | 788 | 4.9% | $9.25万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $193.64万 | 0.13% | 38,884 | -865 | -2.2% | -$4.31万 | 减仓 |
| GEV | GE VERNOVA INC | $193.26万 | 0.13% | 1,644 | -136 | -7.6% | -$15.99万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $193.25万 | 0.13% | 26,498 | -4,291 | -13.9% | -$31.29万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $192.26万 | 0.13% | 107,228 | 1,489 | 1.4% | $2.67万 | 加仓 |
| HYG | ISHARES TR | $190.07万 | 0.13% | 23,768 | 3,463 | 17.1% | $27.69万 | 加仓 |
| — | EXXON MOBIL CORP | $186.82万 | 0.12% | 13,663 | 619 | 4.7% | $8.46万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $182.58万 | 0.12% | 114,613 | 19,969 | 21.1% | $31.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $178.73万 | 0.12% | 2,472 | 891 | 56.4% | $64.42万 | 加仓 |
| IVE | ISHARES TR | $177.48万 | 0.12% | 7,816 | -114 | -1.4% | -$2.59万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $176.23万 | 0.12% | 68,175 | 8,735 | 14.7% | $22.58万 | 加仓 |
| VOLT | TEMA ETF TRUST | $175.78万 | 0.12% | 41,962 | 18,207 | 76.6% | $76.27万 | 加仓 |
| GE | GE AEROSPACE | $174.25万 | 0.12% | 4,663 | -431 | -8.5% | -$16.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $173.77万 | 0.12% | 8,167 | 559 | 7.3% | $11.89万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $172.17万 | 0.11% | 32,419 | 647 | 2.0% | $3.44万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $167.20万 | 0.11% | 32,784 | -183 | -0.6% | -$9,333 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $165.64万 | 0.11% | 6,519 | 592 | 10.0% | $15.04万 | 加仓 |
| IWP | ISHARES TR | $164.02万 | 0.11% | 11,204 | -524 | -4.5% | -$7.67万 | 减仓 |
| PTLC | PACER FDS TR | $162.97万 | 0.11% | 27,975 | -4,639 | -14.2% | -$27.03万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $162.22万 | 0.11% | 13,832 | 2,041 | 17.3% | $23.94万 | 加仓 |
| ORCL | ORACLE CORP | $160.95万 | 0.11% | 10,982 | 962 | 9.6% | $14.10万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $159.69万 | 0.11% | 1,655 | 95 | 6.1% | $9.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $159.55万 | 0.11% | 5,673 | 253 | 4.7% | $7.12万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $157.71万 | 0.10% | 40,779 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $156.87万 | 0.10% | 43,000 | 4,350 | 11.3% | $15.87万 | 加仓 |
| ESGE | ISHARES INC | $156.80万 | 0.10% | 28,674 | -7,149 | -20.0% | -$39.09万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $156.50万 | 0.10% | 14,609 | 279 | 1.9% | $2.99万 | 加仓 |
| ABBV | ABBVIE INC | $155.04万 | 0.10% | 6,161 | 1,897 | 44.5% | $47.74万 | 加仓 |
| PEP | PEPSICO INC | $153.67万 | 0.10% | 11,350 | 776 | 7.3% | $10.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $152.12万 | 0.10% | 20,722 | 1,782 | 9.4% | $13.08万 | 加仓 |
| NLR | VANECK ETF TRUST | $152.07万 | 0.10% | 13,111 | 2,586 | 24.6% | $29.99万 | 加仓 |
| EUSB | ISHARES TR | $149.19万 | 0.10% | 34,335 | -6,552 | -16.0% | -$28.47万 | 减仓 |
| BAC | BANK OF AMER CORP | $148.56万 | 0.10% | 26,071 | 818 | 3.2% | $4.66万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $147.47万 | 0.10% | 29,625 | 4,093 | 16.0% | $20.37万 | 加仓 |
| IWM | ISHARES TR | $146.91万 | 0.10% | 4,887 | -51 | -1.0% | -$1.53万 | 减仓 |
| SNDK | SANDISK CORP | $145.86万 | 0.10% | 642 | -62 | -8.8% | -$14.09万 | 减仓 |
| GLDM | WORLD GOLD TR | $143.89万 | 0.10% | 18,118 | 1,346 | 8.0% | $10.69万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $142.66万 | 0.09% | 55,443 | -2,156 | -3.7% | -$5.55万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $140.82万 | 0.09% | 136,056 | 31,076 | 29.6% | $32.16万 | 加仓 |
| AGG | ISHARES TR | $137.18万 | 0.09% | 13,860 | 2,109 | 17.9% | $20.87万 | 加仓 |
| USMV | ISHARES TR | $136.94万 | 0.09% | 14,196 | 358 | 2.6% | $3.45万 | 加仓 |
| SHOP | SHOPIFY INC | $136.86万 | 0.09% | 11,987 | 376 | 3.2% | $4.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $135.62万 | 0.09% | 5,460 | 59 | 1.1% | $1.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $135.30万 | 0.09% | 2,634 | 162 | 6.6% | $8.32万 | 加仓 |
| IWR | ISHARES TR | $133.80万 | 0.09% | 12,128 | 1,819 | 17.6% | $20.07万 | 加仓 |
| DIS | DISNEY WALT CO | $133.76万 | 0.09% | 13,898 | 116 | 0.8% | $1.12万 | 加仓 |
| IUSV | ISHARES TR | $133.36万 | 0.09% | 12,108 | 1,070 | 9.7% | $11.79万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $131.37万 | 0.09% | 27,267 | -2,672 | -8.9% | -$12.87万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $130.16万 | 0.09% | 49,717 | 8,075 | 19.4% | $21.14万 | 加仓 |
| PAVE | GLOBAL X FDS | $129.42万 | 0.09% | 21,965 | -4,867 | -18.1% | -$28.68万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $129.19万 | 0.09% | 12,530 | -547 | -4.2% | -$5.64万 | 减仓 |
| GLW | CORNING INC | $125.34万 | 0.08% | 4,907 | 4,907 | — | $125.34万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $123.60万 | 0.08% | 30,886 | 6,834 | 28.4% | $27.35万 | 加仓 |
| HD | HOME DEPOT INC | $122.57万 | 0.08% | 3,478 | 265 | 8.2% | $9.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $121.75万 | 0.08% | 4,018 | 2,352 | 141.2% | $71.27万 | 加仓 |
| IGV | ISHARES TR | $121.10万 | 0.08% | 13,365 | 827 | 6.6% | $7.49万 | 加仓 |
| EEM | ISHARES TR | $120.75万 | 0.08% | 17,651 | -1,815 | -9.3% | -$12.42万 | 减仓 |
| CRM | SALESFORCE INC | $120.64万 | 0.08% | 7,702 | 1,976 | 34.5% | $30.95万 | 加仓 |
| BIZD | VANECK ETF TRUST | $118.08万 | 0.08% | 93,269 | 7,820 | 9.2% | $9.90万 | 加仓 |
| MOAT | VANECK ETF TRUST | $118.05万 | 0.08% | 11,356 | -355 | -3.0% | -$3.69万 | 减仓 |
| ADI | ANALOG DEVICES INC | $114.48万 | 0.08% | 2,883 | 76 | 2.7% | $3.02万 | 加仓 |