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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $92.58万 | 0.07% | 11,630 | -227 | -1.9% | -$1.81万 | 减仓 |
| RTX | RTX CORPORATION | $91.53万 | 0.07% | 4,746 | 276 | 6.2% | $5.32万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $90.78万 | 0.07% | 12,411 | 91 | 0.7% | $6,656 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $90.09万 | 0.07% | 3,331 | 169 | 5.3% | $4.57万 | 加仓 |
| ADI | ANALOG DEVICES INC | $89.27万 | 0.07% | 2,807 | -239 | -7.8% | -$7.60万 | 减仓 |
| KLAC | KLA CORP 看涨期权 | $88.34万 | 0.07% | 600 | 200 | 50.0% | $29.45万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $87.01万 | 0.07% | 6,344 | 563 | 9.7% | $7.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.88万 | 0.07% | 1,027 | 54 | 5.5% | $4.57万 | 加仓 |
| NUDM | NUSHARES ETF TR | $86.85万 | 0.07% | 24,052 | 16,917 | 237.1% | $61.08万 | 加仓 |
| IUSB | ISHARES TR | $86.22万 | 0.07% | 18,667 | 402 | 2.2% | $1.86万 | 加仓 |
| BA | BOEING CO | $85.63万 | 0.07% | 4,304 | 20 | 0.5% | $3,979 | 加仓 |
| INTC | INTEL CORP | $84.49万 | 0.07% | 19,146 | 1,858 | 10.7% | $8.20万 | 加仓 |
| MBB | ISHARES TR | $84.42万 | 0.07% | 8,891 | -564 | -6.0% | -$5.36万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $84.41万 | 0.07% | 3,607 | 3 | 0.1% | $702 | 加仓 |
| SPTI | SPDR SERIES TRUST | $83.77万 | 0.07% | 29,233 | 7,522 | 34.6% | $21.56万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $82.92万 | 0.07% | 17,674 | 892 | 5.3% | $4.18万 | 加仓 |
| TJX | TJX COS INC NEW | $81.68万 | 0.07% | 5,115 | 42 | 0.8% | $6,707 | 加仓 |
| EXC | EXELON CORP | $81.56万 | 0.06% | 16,639 | -49 | -0.3% | -$2,402 | 减仓 |
| VOLT | TEMA ETF TRUST | $81.34万 | 0.06% | 23,755 | 23,755 | — | $81.34万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $80.91万 | 0.06% | 16,190 | -31 | -0.2% | -$1,549 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $80.25万 | 0.06% | 10,253 | -487 | -4.5% | -$3.81万 | 减仓 |
| ESGD | ISHARES TR | $79.46万 | 0.06% | 8,309 | -5,293 | -38.9% | -$50.62万 | 减仓 |
| O | REALTY INCOME CORP | $78.91万 | 0.06% | 12,898 | -820 | -6.0% | -$5.02万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $78.89万 | 0.06% | 25,984 | -1,407 | -5.1% | -$4.27万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $78.34万 | 0.06% | 1,593 | -28 | -1.7% | -$1.38万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $77.70万 | 0.06% | 6,509 | -492 | -7.0% | -$5.87万 | 减仓 |
| — | VANECK ETF TRUST | $77.70万 | 0.06% | 32,431 | 16,426 | 102.6% | $39.35万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $77.09万 | 0.06% | 26,721 | 16,945 | 173.3% | $48.89万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $76.07万 | 0.06% | 73,146 | -7,000 | -8.7% | -$7.28万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $74.63万 | 0.06% | 30,127 | -15,904 | -34.6% | -$39.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $74.30万 | 0.06% | 2,456 | 239 | 10.8% | $7.23万 | 加仓 |
| TLTW | ISHARES TR | $73.04万 | 0.06% | 32,292 | 59 | 0.2% | $1,335 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $72.24万 | 0.06% | 15,199 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.06% | 1 | 1 | — | $71.81万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $71.40万 | 0.06% | 14,056 | -1,263 | -8.2% | -$6.42万 | 减仓 |
| GM | GENERAL MTRS CO | $71.18万 | 0.06% | 9,554 | -149 | -1.5% | -$1.11万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $70.74万 | 0.06% | 2,340 | -13 | -0.6% | -$3,930 | 减仓 |
| SBUX | STARBUCKS CORP | $70.64万 | 0.06% | 7,887 | -205 | -2.5% | -$1.84万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $70.01万 | 0.06% | 13,771 | 1,325 | 10.6% | $6.74万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $69.83万 | 0.06% | 15,216 | 450 | 3.0% | $2.07万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $69.69万 | 0.06% | 3,207 | 106 | 3.4% | $2.30万 | 加仓 |
| IWB | ISHARES TR | $69.50万 | 0.06% | 1,949 | -48 | -2.4% | -$1.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.35万 | 0.05% | 2,526 | -1,654 | -39.6% | -$44.75万 | 减仓 |
| ILCV | ISHARES TR | $67.65万 | 0.05% | 7,263 | 1,182 | 19.4% | $11.01万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $67.24万 | 0.05% | 9,347 | -188 | -2.0% | -$1.35万 | 减仓 |
| MSTR | STRATEGY INC | $67.15万 | 0.05% | 5,381 | 60 | 1.1% | $7,488 | 加仓 |
| NEM | NEWMONT CORP | $66.63万 | 0.05% | 6,155 | 1,619 | 35.7% | $17.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $66.48万 | 0.05% | 4,602 | -22 | -0.5% | -$3,178 | 减仓 |
| BLK | BLACKROCK INC | $66.47万 | 0.05% | 690 | 7 | 1.0% | $6,743 | 加仓 |
| EFV | ISHARES TR | $66.16万 | 0.05% | 8,899 | 127 | 1.4% | $9,441 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.72万 | 0.05% | 4,438 | 2,284 | 106.0% | $33.82万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $65.32万 | 0.05% | 3,665 | 985 | 36.8% | $17.56万 | 加仓 |
| COP | CONOCOPHILLIPS | $65.19万 | 0.05% | 4,939 | 480 | 10.8% | $6.34万 | 加仓 |
| IWS | ISHARES TR | $64.69万 | 0.05% | 4,439 | -25 | -0.6% | -$3,644 | 减仓 |
| — | GLOBAL X FDS | $64.33万 | 0.05% | 15,483 | -9,244 | -37.4% | -$38.41万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $64.29万 | 0.05% | 7,770 | -150 | -1.9% | -$1.24万 | 减仓 |
| MRK | MERCK & CO INC | $64.21万 | 0.05% | 5,336 | 675 | 14.5% | $8.12万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.97万 | 0.05% | 6,930 | -96 | -1.4% | -$8,862 | 减仓 |
| GDX | VANECK ETF TRUST | $63.75万 | 0.05% | 6,947 | 5 | 0.1% | $459 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.16万 | 0.05% | 1,393 | 34 | 2.5% | $1.52万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $61.68万 | 0.05% | 12,037 | -41 | -0.3% | -$2,101 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $61.12万 | 0.05% | 1,560 | 18 | 1.2% | $7,052 | 加仓 |
| BX | BLACKSTONE INC | $60.84万 | 0.05% | 5,291 | 905 | 20.6% | $10.41万 | 加仓 |
| TXN | TEXAS INSTRS INC | $60.38万 | 0.05% | 3,111 | 4 | 0.1% | $776 | 加仓 |
| ADBE | ADOBE INC | $60.31万 | 0.05% | 2,482 | 874 | 54.4% | $21.24万 | 加仓 |
| PLD | PROLOGIS INC. | $60.19万 | 0.05% | 4,554 | 517 | 12.8% | $6.83万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $60.07万 | 0.05% | 6,408 | 3,951 | 160.8% | $37.04万 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $59.69万 | 0.05% | 8,662 | 8,662 | — | $59.69万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $59.67万 | 0.05% | 24,465 | 24,465 | — | $59.67万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $59.24万 | 0.05% | 7,227 | 2,298 | 46.6% | $18.84万 | 加仓 |
| C | CITIGROUP INC | $58.65万 | 0.05% | 5,171 | 277 | 5.7% | $3.14万 | 加仓 |
| MCD | MCDONALDS CORP | $58.63万 | 0.05% | 1,886 | 51 | 2.8% | $1.59万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $58.56万 | 0.05% | 2,974 | 61 | 2.1% | $1.20万 | 加仓 |
| DSI | ISHARES TR | $58.44万 | 0.05% | 4,822 | -145 | -2.9% | -$1.76万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.37万 | 0.05% | 1,260 | -91 | -6.7% | -$4.22万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $56.76万 | 0.05% | 14,014 | 78 | 0.6% | $3,159 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $55.87万 | 0.04% | 14,341 | 1,280 | 9.8% | $4.99万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $55.54万 | 0.04% | 919 | 58 | 6.7% | $3.51万 | 加仓 |
| NVS | NOVARTIS AG | $55.25万 | 0.04% | 3,618 | 394 | 12.2% | $6.02万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $55.23万 | 0.04% | 1,356 | 288 | 27.0% | $11.73万 | 加仓 |
| MMM | 3M CO | $55.01万 | 0.04% | 3,788 | 28 | 0.7% | $4,066 | 加仓 |
| PFE | PFIZER INC | $54.97万 | 0.04% | 19,576 | -1,261 | -6.1% | -$3.54万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $54.74万 | 0.04% | 779 | 779 | — | $54.74万 | 新建仓 |
| MO | ALTRIA GROUP INC | $54.35万 | 0.04% | 8,236 | -81 | -1.0% | -$5,345 | 减仓 |
| SRE | SEMPRA | $54.35万 | 0.04% | 5,592 | -36 | -0.6% | -$3,499 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $54.30万 | 0.04% | 17,626 | 17,626 | — | $54.30万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $54.04万 | 0.04% | 1,581 | 152 | 10.6% | $5.20万 | 加仓 |
| QCOM | QUALCOMM INC | $53.97万 | 0.04% | 4,192 | -75 | -1.8% | -$9,655 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $53.51万 | 0.04% | 1,828 | -118 | -6.1% | -$3.45万 | 减仓 |
| MITK | MITEK SYS INC | $53.08万 | 0.04% | 39,320 | 100 | 0.3% | $1,350 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $52.14万 | 0.04% | 6,088 | 6,088 | — | $52.14万 | 新建仓 |
| XPO | XPO INC | $52.12万 | 0.04% | 2,679 | -9 | -0.3% | -$1,751 | 减仓 |
| MS | MORGAN STANLEY | $51.89万 | 0.04% | 3,154 | -804 | -20.3% | -$13.23万 | 减仓 |
| — | HONEYWELL INTL INC | $51.52万 | 0.04% | 2,279 | 152 | 7.1% | $3.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $51.16万 | 0.04% | 5,510 | 816 | 17.4% | $7.58万 | 加仓 |
| — | ADVISORSHARES TR | $50.73万 | 0.04% | 7,834 | -131 | -1.6% | -$8,484 | 减仓 |
| XYLD | GLOBAL X FDS | $50.51万 | 0.04% | 12,909 | -2,188 | -14.5% | -$8.56万 | 减仓 |
| SIL | GLOBAL X FDS | $50.31万 | 0.04% | 5,585 | 377 | 7.2% | $3.40万 | 加仓 |
| LOW | LOWES COS INC | $49.74万 | 0.04% | 2,105 | -34 | -1.6% | -$8,034 | 减仓 |
| SPIB | SPDR SERIES TRUST | $49.57万 | 0.04% | 14,782 | -1,615 | -9.8% | -$5.42万 | 减仓 |