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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $112.65万 | 0.07% | 2,710 | 184 | 7.3% | $7.65万 | 加仓 |
| IUSB | ISHARES TR | $112.53万 | 0.07% | 24,384 | 5,717 | 30.6% | $26.38万 | 加仓 |
| AMGN | AMGEN INC | $112.11万 | 0.07% | 3,096 | -41 | -1.3% | -$1.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $111.13万 | 0.07% | 25,052 | 156 | 0.6% | $6,920 | 加仓 |
| TXN | TEXAS INSTRS INC | $107.95万 | 0.07% | 3,622 | 511 | 16.4% | $15.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $107.87万 | 0.07% | 25,478 | -965 | -3.6% | -$4.09万 | 减仓 |
| SLV | ISHARES SILVER TR | $107.40万 | 0.07% | 20,086 | -38,401 | -65.7% | -$205.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $106.18万 | 0.07% | 1,050 | 23 | 2.2% | $2.33万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $105.76万 | 0.07% | 20,929 | 1,354 | 6.9% | $6.84万 | 加仓 |
| ICSH | ISHARES TR | $104.09万 | 0.07% | 20,580 | 2,273 | 12.4% | $11.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $103.89万 | 0.07% | 6,574 | 2,136 | 48.1% | $33.76万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $102.56万 | 0.07% | 2,580 | 84 | 3.4% | $3.34万 | 加仓 |
| ILCG | ISHARES TR | $101.13万 | 0.07% | 8,642 | 8,642 | — | $101.13万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $101.11万 | 0.07% | 5,917 | 5,917 | — | $101.11万 | 新建仓 |
| RTX | RTX CORPORATION | $101.08万 | 0.07% | 5,327 | 581 | 12.2% | $11.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $99.76万 | 0.07% | 12,073 | 443 | 3.8% | $3.66万 | 加仓 |
| ASML | ASML HLDG NV 看涨期权 | $99.47万 | 0.07% | 500 | 300 | 150.0% | $59.68万 | 加仓 |
| SYSB | ISHARES TR | $97.60万 | 0.06% | 10,996 | -3,364 | -23.4% | -$29.86万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $97.37万 | 0.06% | 1,160 | -196 | -14.5% | -$16.45万 | 减仓 |
| STPZ | PIMCO ETF TR | $97.09万 | 0.06% | 18,199 | 18,199 | — | $97.09万 | 新建仓 |
| ILCV | ISHARES TR | $95.49万 | 0.06% | 9,432 | 2,169 | 29.9% | $21.96万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $95.48万 | 0.06% | 3,607 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $94.84万 | 0.06% | 4,383 | 79 | 1.8% | $1.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $94.47万 | 0.06% | 16,727 | 9,572 | 133.8% | $54.06万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $94.02万 | 0.06% | 23,822 | -471 | -1.9% | -$1.86万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $93.89万 | 0.06% | 20,544 | -5,485 | -21.1% | -$25.07万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $92.35万 | 0.06% | 2,526 | 186 | 7.9% | $6.80万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $91.58万 | 0.06% | 6,282 | -62 | -1.0% | -$9,038 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $91.46万 | 0.06% | 12,211 | -200 | -1.6% | -$1.50万 | 减仓 |
| URA | GLOBAL X FDS | $89.60万 | 0.06% | 20,503 | 603 | 3.0% | $2.64万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $89.40万 | 0.06% | 6,196 | -313 | -4.8% | -$4.52万 | 减仓 |
| USXF | ISHARES TR | $89.05万 | 0.06% | 12,819 | -4,052 | -24.0% | -$28.15万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $88.90万 | 0.06% | 17,663 | 17,663 | — | $88.90万 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $88.52万 | 0.06% | 9,925 | -328 | -3.2% | -$2.93万 | 减仓 |
| MBB | ISHARES TR | $87.07万 | 0.06% | 9,213 | 322 | 3.6% | $3.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $86.29万 | 0.06% | 1,720 | 127 | 8.0% | $6.37万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $84.50万 | 0.06% | 3,004 | 30 | 1.0% | $8,439 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $84.06万 | 0.06% | 2,484 | 28 | 1.1% | $9,475 | 加仓 |
| SIL | GLOBAL X FDS | $82.84万 | 0.06% | 10,694 | 5,109 | 91.5% | $39.57万 | 加仓 |
| RKLB | ROCKET LAB CORP | $82.68万 | 0.05% | 8,134 | 1,181 | 17.0% | $12.00万 | 加仓 |
| IWB | ISHARES TR | $81.99万 | 0.05% | 2,002 | 53 | 2.7% | $2.17万 | 加仓 |
| NOBL | PROSHARES TR | $81.98万 | 0.05% | 14,597 | 7,965 | 120.1% | $44.73万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $81.91万 | 0.05% | 15,819 | -1,855 | -10.5% | -$9.60万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $81.33万 | 0.05% | 1,400 | 1,400 | — | $81.33万 | 新建仓 |
| ALLW | SSGA ACTIVE TR | $81.14万 | 0.05% | 27,721 | 1,000 | 3.7% | $2.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $80.80万 | 0.05% | 700 | 300 | 75.0% | $34.63万 | 重新持有 |
| TXUE | THORNBURG ETF TR | $80.76万 | 0.05% | 23,395 | 23,395 | — | $80.76万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $79.51万 | 0.05% | 14,716 | -483 | -3.2% | -$2.61万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $79.40万 | 0.05% | 42,075 | 17,610 | 72.0% | $33.23万 | 加仓 |
| MITK | MITEK SYS INC | $79.15万 | 0.05% | 39,320 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $79.11万 | 0.05% | 19,182 | 11,800 | 159.8% | $48.66万 | 加仓 |
| TJX | TJX COS INC NEW | $78.79万 | 0.05% | 5,200 | 85 | 1.7% | $1.29万 | 加仓 |
| SBUX | STARBUCKS CORP | $78.51万 | 0.05% | 7,684 | -203 | -2.6% | -$2.07万 | 减仓 |
| EXC | EXELON CORP | $78.46万 | 0.05% | 16,830 | 191 | 1.1% | $8,904 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $77.81万 | 0.05% | 26,067 | 83 | 0.3% | $2,478 | 加仓 |
| QCOM | QUALCOMM INC | $77.34万 | 0.05% | 4,186 | -6 | -0.1% | -$1,108 | 减仓 |
| NEAR | ISHARES U S ETF TR | $77.25万 | 0.05% | 15,251 | 1,480 | 10.7% | $7.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $77.10万 | 0.05% | 23,161 | -3,103 | -11.8% | -$10.33万 | 减仓 |
| DSI | ISHARES TR | $75.48万 | 0.05% | 5,301 | 479 | 9.9% | $6.82万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $74.75万 | 0.05% | 8,063 | 2,471 | 44.2% | $22.91万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $73.71万 | 0.05% | 859 | 80 | 10.3% | $6.86万 | 加仓 |
| IWS | ISHARES TR | $72.87万 | 0.05% | 4,426 | -13 | -0.3% | -$2,140 | 减仓 |
| GM | GENERAL MTRS CO | $72.57万 | 0.05% | 9,415 | -139 | -1.5% | -$1.07万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $72.53万 | 0.05% | 6,823 | 415 | 6.5% | $4.41万 | 加仓 |
| T | AT&T INC | $71.44万 | 0.05% | 34,511 | -168 | -0.5% | -$3,478 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $71.00万 | 0.05% | 13,968 | -2,222 | -13.7% | -$11.29万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $70.88万 | 0.05% | 8,575 | 805 | 10.4% | $6.65万 | 加仓 |
| SITM | SITIME CORP | $70.83万 | 0.05% | 950 | -8 | -0.8% | -$5,964 | 减仓 |
| BX | BLACKSTONE INC | $69.93万 | 0.05% | 5,943 | 652 | 12.3% | $7.67万 | 加仓 |
| C | CITIGROUP INC | $69.93万 | 0.05% | 4,996 | -175 | -3.4% | -$2.45万 | 减仓 |
| MRK | MERCK & CO INC | $68.86万 | 0.05% | 5,358 | 22 | 0.4% | $2,827 | 加仓 |
| BLK | BLACKROCK INC | $68.65万 | 0.05% | 714 | 24 | 3.5% | $2.31万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $68.29万 | 0.05% | 2,811 | -396 | -12.3% | -$9.62万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $68.24万 | 0.05% | 1,924 | 1,924 | — | $68.24万 | 新建仓 |
| SNDK | SANDISK CORP 看涨期权 | $68.21万 | 0.05% | 300 | -100 | -25.0% | -$22.74万 | 减仓 |
| MS | MORGAN STANLEY | $67.60万 | 0.04% | 3,234 | 80 | 2.5% | $1.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $67.59万 | 0.04% | 9,367 | 20 | 0.2% | $1,443 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $66.45万 | 0.04% | 12,108 | 71 | 0.6% | $3,896 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $66.18万 | 0.04% | 16,042 | 1,701 | 11.9% | $7.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $66.05万 | 0.04% | 4,505 | -97 | -2.1% | -$1.42万 | 减仓 |
| O | REALTY INCOME CORP | $66.01万 | 0.04% | 10,654 | -2,244 | -17.4% | -$13.90万 | 减仓 |
| ESGD | ISHARES TR | $65.93万 | 0.04% | 6,412 | -1,897 | -22.8% | -$19.50万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.77万 | 0.04% | 7,033 | 103 | 1.5% | $9,485 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $64.53万 | 0.04% | 1,300 | -93 | -6.7% | -$4.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $64.02万 | 0.04% | 1,225 | -35 | -2.8% | -$1.83万 | 减仓 |
| LOW | LOWES COS INC | $62.89万 | 0.04% | 2,852 | 747 | 35.5% | $16.47万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $62.84万 | 0.04% | 18,576 | 950 | 5.4% | $3.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $62.54万 | 0.04% | 1,818 | 1,176 | 183.2% | $40.45万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $62.47万 | 0.04% | 1,226 | 307 | 33.4% | $15.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $62.39万 | 0.04% | 5,001 | 5,001 | — | $62.39万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $62.18万 | 0.04% | 12,779 | -1,277 | -9.1% | -$6.21万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $61.64万 | 0.04% | 15,250 | 1,236 | 8.8% | $5.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED 看涨期权 | $61.63万 | 0.04% | 1,200 | 1,200 | — | $61.63万 | 新建仓 |
| MO | ALTRIA GROUP INC | $61.60万 | 0.04% | 8,562 | 326 | 4.0% | $2.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $61.59万 | 0.04% | 7,017 | 1,507 | 27.4% | $13.23万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $61.43万 | 0.04% | 6,680 | 592 | 9.7% | $5.44万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $60.87万 | 0.04% | 6,333 | 61 | 1.0% | $5,863 | 加仓 |
| — | GLOBAL X FDS | $60.70万 | 0.04% | 12,920 | -2,563 | -16.6% | -$12.04万 | 减仓 |
| PLD | PROLOGIS INC. | $60.46万 | 0.04% | 4,463 | -91 | -2.0% | -$1.23万 | 减仓 |