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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES TR | $48.07万 | 0.04% | 3,542 | 192 | 5.7% | $2.61万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $48.03万 | 0.04% | 8,216 | 767 | 10.3% | $4.48万 | 加仓 |
| UNP | UNION PAC CORP | $46.28万 | 0.04% | 1,907 | 98 | 5.4% | $2.38万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $45.97万 | 0.04% | 1,620 | -195 | -10.7% | -$5.53万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $45.91万 | 0.04% | 9,389 | 1,878 | 25.0% | $9.18万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $45.45万 | 0.04% | 6,272 | 126 | 2.1% | $9,130 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $45.29万 | 0.04% | 2,739 | -98 | -3.5% | -$1.62万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $45.14万 | 0.04% | 2,759 | 33 | 1.2% | $5,399 | 加仓 |
| SNDK | SANDISK CORP | $44.75万 | 0.04% | 704 | 704 | — | $44.75万 | 新建仓 |
| FDX | FEDEX CORP | $44.69万 | 0.04% | 1,254 | 34 | 2.8% | $1.21万 | 加仓 |
| RKLB | ROCKET LAB CORP | $44.65万 | 0.04% | 6,953 | -369 | -5.0% | -$2.37万 | 减仓 |
| MGK | VANGUARD WORLD FD | $44.64万 | 0.04% | 1,215 | 171 | 16.4% | $6.28万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $44.11万 | 0.04% | 3,515 | 136 | 4.0% | $1.71万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $43.87万 | 0.03% | 10,618 | 27 | 0.3% | $1,116 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.56万 | 0.03% | 3,481 | 19 | 0.5% | $2,377 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $42.75万 | 0.03% | 8,487 | -195 | -2.2% | -$9,822 | 减仓 |
| BILS | SPDR SERIES TRUST | $42.36万 | 0.03% | 4,259 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $42.25万 | 0.03% | 1,329 | -28,493 | -95.5% | -$905.90万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $42.17万 | 0.03% | 993 | 68 | 7.4% | $2.89万 | 加仓 |
| KKR | KKR & CO INC | $42.13万 | 0.03% | 4,554 | 394 | 9.5% | $3.64万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $41.97万 | 0.03% | 2,668 | 257 | 10.7% | $4.04万 | 加仓 |
| ITA | ISHARES TR | $41.16万 | 0.03% | 1,882 | 470 | 33.3% | $10.28万 | 加仓 |
| CSGP | COSTAR GROUP INC | $40.97万 | 0.03% | 10,156 | 10,156 | — | $40.97万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.56万 | 0.03% | 7,155 | 7,155 | — | $40.56万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $40.29万 | 0.03% | 6,003 | -208 | -3.3% | -$1.40万 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.21万 | 0.03% | 1,749 | 41 | 2.4% | $9,425 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $39.86万 | 0.03% | 8,813 | 638 | 7.8% | $2.89万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $39.59万 | 0.03% | 1,666 | 1,666 | — | $39.59万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $39.42万 | 0.03% | 6,705 | 528 | 8.5% | $3.10万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $38.60万 | 0.03% | 1,540 | 273 | 21.5% | $6.84万 | 加仓 |
| ETN | EATON CORP PLC | $38.46万 | 0.03% | 1,075 | 148 | 16.0% | $5.30万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $38.25万 | 0.03% | 6,872 | -22 | -0.3% | -$1,225 | 减仓 |
| FSK | FS KKR CAP CORP | $37.78万 | 0.03% | 37,105 | -4,178 | -10.1% | -$4.25万 | 减仓 |
| CSM | PROSHARES TR | $37.42万 | 0.03% | 5,001 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $37.28万 | 0.03% | 3,701 | 421 | 12.8% | $4.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $37.25万 | 0.03% | 4,750 | 1 | 0.0% | $78 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $37.21万 | 0.03% | 3,053 | 8 | 0.3% | $975 | 加仓 |
| LIN | LINDE PLC | $37.14万 | 0.03% | 749 | 94 | 14.4% | $4.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.12万 | 0.03% | 3,949 | 235 | 6.3% | $2.21万 | 加仓 |
| IWV | ISHARES TR | $36.51万 | 0.03% | 985 | 62 | 6.7% | $2.30万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $36.32万 | 0.03% | 2,105 | 952 | 82.6% | $16.43万 | 加仓 |
| AVY | AVERY DENNISON CORP | $36.28万 | 0.03% | 2,101 | -23 | -1.1% | -$3,972 | 减仓 |
| DGRW | WISDOMTREE TR | $36.10万 | 0.03% | 4,109 | -2,322 | -36.1% | -$20.40万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $36.02万 | 0.03% | 19,990 | 228 | 1.2% | $4,109 | 加仓 |
| EOG | EOG RES INC | $36.01万 | 0.03% | 2,490 | 113 | 4.8% | $1.63万 | 加仓 |
| CLS | CELESTICA INC | $36.00万 | 0.03% | 1,278 | 791 | 162.4% | $22.28万 | 加仓 |
| IEF | ISHARES TR | $35.99万 | 0.03% | 3,772 | 1,008 | 36.5% | $9.62万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $35.61万 | 0.03% | 6,858 | 911 | 15.3% | $4.73万 | 加仓 |
| AGIX | KRANESHARES TRUST | $35.33万 | 0.03% | 10,780 | -140 | -1.3% | -$4,588 | 减仓 |
| NOBL | PROSHARES TR | $35.15万 | 0.03% | 3,316 | 1 | 0.0% | $106 | 加仓 |
| PAYX | PAYCHEX INC | $34.81万 | 0.03% | 3,779 | 775 | 25.8% | $7.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $34.75万 | 0.03% | 201 | -4 | -2.0% | -$6,916 | 减仓 |
| FLTR | VANECK ETF TRUST | $34.71万 | 0.03% | 13,623 | -488 | -3.5% | -$1.24万 | 减仓 |
| KRE | SPDR SERIES TRUST | $34.59万 | 0.03% | 5,309 | -120 | -2.2% | -$7,818 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.47万 | 0.03% | 4,181 | 4,181 | — | $34.47万 | 新建仓 |
| EFG | ISHARES TR | $34.16万 | 0.03% | 3,067 | 3,067 | — | $34.16万 | 新建仓 |
| DE | DEERE & CO | $34.13万 | 0.03% | 606 | 49 | 8.8% | $2.76万 | 加仓 |
| SYK | STRYKER CORPORATION | $34.10万 | 0.03% | 1,038 | -23 | -2.2% | -$7,557 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.96万 | 0.03% | 2,594 | -41 | -1.6% | -$5,368 | 减仓 |
| APH | AMPHENOL CORP | $33.94万 | 0.03% | 2,686 | -75 | -2.7% | -$9,478 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $33.89万 | 0.03% | 6,785 | 453 | 7.2% | $2.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.51万 | 0.03% | 2,404 | -353 | -12.8% | -$4.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.46万 | 0.03% | 6,192 | 762 | 14.0% | $4.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.41万 | 0.03% | 3,255 | 33 | 1.0% | $3,387 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $33.37万 | 0.03% | 6,658 | -892 | -11.8% | -$4.47万 | 减仓 |
| F | FORD MTR CO | $33.36万 | 0.03% | 28,912 | -71 | -0.2% | -$819 | 减仓 |
| EIS | ISHARES INC | $33.10万 | 0.03% | 2,853 | 100 | 3.6% | $1.16万 | 加仓 |
| SITM | SITIME CORP | $33.07万 | 0.03% | 958 | 200 | 26.4% | $6.90万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $33.06万 | 0.03% | 369 | -14 | -3.7% | -$1.25万 | 减仓 |
| AFL | AFLAC INC | $33.05万 | 0.03% | 3,013 | 292 | 10.7% | $3.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $32.97万 | 0.03% | 1,807 | 489 | 37.1% | $8.92万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.76万 | 0.03% | 5,071 | 290 | 6.1% | $1.87万 | 加仓 |
| SHEL | SHELL PLC | $32.63万 | 0.03% | 3,508 | 500 | 16.6% | $4.65万 | 加仓 |
| TRP | TC ENERGY CORP | $32.53万 | 0.03% | 5,196 | 269 | 5.5% | $1.68万 | 加仓 |
| IRM | IRON MTN INC DEL | $32.36万 | 0.03% | 3,168 | 180 | 6.0% | $1.84万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.12万 | 0.03% | 5,295 | 269 | 5.4% | $1.63万 | 加仓 |
| USB | US BANCORP | $31.98万 | 0.03% | 6,148 | 936 | 18.0% | $4.87万 | 加仓 |
| DVY | ISHARES TR | $31.54万 | 0.03% | 2,083 | 124 | 6.3% | $1.88万 | 加仓 |
| AZN | ASTRAZENECA PLC | $31.44万 | 0.03% | 1,594 | 1,594 | — | $31.44万 | 新建仓 |
| PSX | PHILLIPS 66 | $31.39万 | 0.03% | 1,723 | 24 | 1.4% | $4,373 | 加仓 |
| MUB | ISHARES TR | $31.35万 | 0.02% | 2,953 | 519 | 21.3% | $5.51万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $31.27万 | 0.02% | 823 | -108 | -11.6% | -$4.10万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $31.18万 | 0.02% | 28,293 | 3,833 | 15.7% | $4.22万 | 加仓 |
| CME | CME GROUP INC | $31.12万 | 0.02% | 1,054 | 1,054 | — | $31.12万 | 新建仓 |
| DHR | DANAHER CORP DEL | $31.03万 | 0.02% | 1,637 | 189 | 13.1% | $3.58万 | 加仓 |
| ADSK | AUTODESK INC | $30.74万 | 0.02% | 1,284 | 16 | 1.3% | $3,830 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $30.55万 | 0.02% | 6,618 | 71 | 1.1% | $3,277 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $30.54万 | 0.02% | 1,325 | 36 | 2.8% | $8,297 | 加仓 |
| RACE | FERRARI N V | $30.22万 | 0.02% | 893 | -552 | -38.2% | -$18.68万 | 减仓 |
| VIS | VANGUARD WORLD FD | $29.94万 | 0.02% | 959 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $29.92万 | 0.02% | 71 | 2 | 2.9% | $8,429 | 加仓 |
| WELL | WELLTOWER INC | $29.70万 | 0.02% | 1,502 | 214 | 16.6% | $4.23万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $29.61万 | 0.02% | 6,505 | -2,354 | -26.6% | -$10.72万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $29.57万 | 0.02% | 2,554 | 479 | 23.1% | $5.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.57万 | 0.02% | 2,408 | 383 | 18.9% | $4.70万 | 加仓 |
| H | HYATT HOTELS CORP | $29.46万 | 0.02% | 2,048 | 9 | 0.4% | $1,295 | 加仓 |
| MCK | MCKESSON CORP | $29.43万 | 0.02% | 341 | -19 | -5.3% | -$1.64万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29.33万 | 0.02% | 23,789 | -2,975 | -11.1% | -$3.67万 | 减仓 |
| MDT | MEDTRONIC PLC | $29.29万 | 0.02% | 3,380 | 813 | 31.7% | $7.04万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.09万 | 0.02% | 1,330 | -492 | -27.0% | -$10.76万 | 减仓 |