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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $58.68万 | 0.04% | 3,626 | -162 | -4.3% | -$2.62万 | 减仓 |
| UNP | UNION PAC CORP | $58.43万 | 0.04% | 2,148 | 241 | 12.6% | $6.56万 | 加仓 |
| MGK | VANGUARD WORLD FD | $57.85万 | 0.04% | 6,581 | 506 | 8.3% | $4.45万 | 加仓 |
| OEF | ISHARES TR | $57.70万 | 0.04% | 1,577 | 248 | 18.7% | $9.07万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $57.66万 | 0.04% | 1,491 | -337 | -18.4% | -$13.03万 | 减仓 |
| STIP | ISHARES TR | $57.56万 | 0.04% | 5,634 | -11,167 | -66.5% | -$114.08万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $57.52万 | 0.04% | 11,583 | 2,194 | 23.4% | $10.89万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $57.40万 | 0.04% | 2,992 | 233 | 8.4% | $4.47万 | 加仓 |
| NVS | NOVARTIS AG | $57.00万 | 0.04% | 3,638 | 20 | 0.6% | $3,134 | 加仓 |
| AXON | AXON ENTERPRISE INC | $56.90万 | 0.04% | 1,015 | 22 | 2.2% | $1.23万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $56.81万 | 0.04% | 20,750 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $56.36万 | 0.04% | 2,085 | 199 | 10.6% | $5.38万 | 加仓 |
| XPO | XPO INC | $56.21万 | 0.04% | 2,738 | 59 | 2.2% | $1.21万 | 加仓 |
| DE | DEERE & CO | $55.94万 | 0.04% | 882 | 276 | 45.5% | $17.51万 | 加仓 |
| — | VANECK ETF TRUST | $55.02万 | 0.04% | 22,796 | -9,635 | -29.7% | -$23.25万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $53.75万 | 0.04% | 16,062 | 1,280 | 8.7% | $4.28万 | 加仓 |
| — | ADVISORSHARES TR | $53.42万 | 0.04% | 7,834 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $53.38万 | 0.04% | 13,087 | 178 | 1.4% | $7,260 | 加仓 |
| COP | CONOCOPHILLIPS | $52.95万 | 0.04% | 5,091 | 152 | 3.1% | $1.58万 | 加仓 |
| GDX | VANECK ETF TRUST | $52.33万 | 0.03% | 6,936 | -11 | -0.2% | -$830 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $52.09万 | 0.03% | 6,270 | -957 | -13.2% | -$7.95万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $51.22万 | 0.03% | 36,250 | -400 | -1.1% | -$5,652 | 减仓 |
| APH | AMPHENOL CORP | $51.02万 | 0.03% | 2,893 | 207 | 7.7% | $3.65万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.71万 | 0.03% | 5,588 | 2,333 | 71.7% | $21.17万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $50.68万 | 0.03% | 8,206 | -10 | -0.1% | -$618 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.54万 | 0.03% | 2,793 | 54 | 2.0% | $9,771 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $49.95万 | 0.03% | 1,491 | -49 | -3.2% | -$1.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $49.42万 | 0.03% | 2,909 | 501 | 20.8% | $8.51万 | 加仓 |
| WM | WASTE MGMT INC DEL | $49.05万 | 0.03% | 2,200 | 451 | 25.8% | $10.05万 | 加仓 |
| HDV | ISHARES TR | $47.69万 | 0.03% | 17,400 | -310 | -1.8% | -$8,497 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $47.54万 | 0.03% | 19,108 | -11,019 | -36.6% | -$27.42万 | 减仓 |
| TLTW | ISHARES TR | $47.32万 | 0.03% | 21,181 | -11,111 | -34.4% | -$24.82万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $47.03万 | 0.03% | 5,157 | 86 | 1.7% | $7,843 | 加仓 |
| ETN | EATON CORP PLC | $46.88万 | 0.03% | 1,100 | 25 | 2.3% | $1.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.66万 | 0.03% | 5,666 | 2,386 | 72.7% | $19.65万 | 加仓 |
| ADBE | ADOBE INC | $46.52万 | 0.03% | 2,270 | -212 | -8.5% | -$4.34万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $46.51万 | 0.03% | 6,204 | 201 | 3.3% | $1.51万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $46.13万 | 0.03% | 10,108 | 10,108 | — | $46.13万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $46.00万 | 0.03% | 5,119 | 953 | 22.9% | $8.56万 | 加仓 |
| LIN | LINDE PLC | $45.37万 | 0.03% | 874 | 125 | 16.7% | $6.49万 | 加仓 |
| PFE | PFIZER INC | $45.25万 | 0.03% | 18,794 | -782 | -4.0% | -$1.88万 | 减仓 |
| MSTR | STRATEGY INC | $44.95万 | 0.03% | 5,171 | -210 | -3.9% | -$1.83万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $44.74万 | 0.03% | 3,153 | -328 | -9.4% | -$4.65万 | 减仓 |
| SITM | SITIME CORP 看涨期权 | $44.73万 | 0.03% | 600 | 200 | 50.0% | $14.91万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $44.61万 | 0.03% | 5,038 | 857 | 20.5% | $7.59万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.65万 | 0.03% | 1,163 | 213 | 22.4% | $7.99万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $43.30万 | 0.03% | 33,830 | 10,041 | 42.2% | $12.85万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $43.13万 | 0.03% | 8,542 | 55 | 0.6% | $2,777 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $43.11万 | 0.03% | 39,226 | -33,920 | -46.4% | -$37.28万 | 减仓 |
| FTNT | FORTINET INC | $42.94万 | 0.03% | 2,795 | 2,795 | — | $42.94万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $42.77万 | 0.03% | 3,058 | 5 | 0.2% | $699 | 加仓 |
| KKR | KKR & CO INC | $42.62万 | 0.03% | 4,644 | 90 | 2.0% | $8,260 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $42.62万 | 0.03% | 10,354 | -264 | -2.5% | -$1.09万 | 减仓 |
| CSM | PROSHARES TR | $42.62万 | 0.03% | 5,001 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $42.51万 | 0.03% | 33,526 | 10,040 | 42.7% | $12.73万 | 加仓 |
| BILS | SPDR SERIES TRUST | $42.33万 | 0.03% | 4,259 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $42.25万 | 0.03% | 1,861 | 359 | 23.9% | $8.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $42.11万 | 0.03% | 5,405 | 655 | 13.8% | $5.10万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $41.64万 | 0.03% | 8,014 | 8,014 | — | $41.64万 | 新建仓 |
| EFV | ISHARES TR | $41.61万 | 0.03% | 5,435 | -3,464 | -38.9% | -$26.52万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $41.39万 | 0.03% | 6,141 | 6,141 | — | $41.39万 | 新建仓 |
| URI | UNITED RENTALS INC | $41.12万 | 0.03% | 363 | 6 | 1.7% | $6,797 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.12万 | 0.03% | 3,006 | 1,185 | 65.1% | $16.21万 | 重新持有 |
| MUB | ISHARES TR | $41.00万 | 0.03% | 3,809 | 856 | 29.0% | $9.21万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $40.66万 | 0.03% | 6,464 | -241 | -3.6% | -$1.52万 | 减仓 |
| IRM | IRON MTN INC DEL | $40.40万 | 0.03% | 3,198 | 30 | 0.9% | $3,789 | 加仓 |
| H | HYATT HOTELS CORP | $40.33万 | 0.03% | 2,081 | 33 | 1.6% | $6,395 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $40.23万 | 0.03% | 10,000 | 10,000 | — | $40.23万 | 新建仓 |
| F | FORD MTR CO | $39.88万 | 0.03% | 28,693 | -219 | -0.8% | -$3,044 | 减仓 |
| KRE | SPDR SERIES TRUST | $39.74万 | 0.03% | 5,309 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $39.59万 | 0.03% | 1,266 | 12 | 1.0% | $3,753 | 加仓 |
| IEF | ISHARES TR | $39.40万 | 0.03% | 4,166 | 394 | 10.4% | $3.73万 | 加仓 |
| ONDS | ONDAS INC | $39.30万 | 0.03% | 47,697 | 20,000 | 72.2% | $16.48万 | 加仓 |
| IWV | ISHARES TR | $39.17万 | 0.03% | 918 | -67 | -6.8% | -$2.86万 | 减仓 |
| NEM | NEWMONT CORP | $38.96万 | 0.03% | 4,172 | -1,983 | -32.2% | -$18.52万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $38.92万 | 0.03% | 1,306 | 1,306 | — | $38.92万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $38.89万 | 0.03% | 13,612 | 13,612 | — | $38.89万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $38.88万 | 0.03% | 6,704 | -168 | -2.4% | -$9,743 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.60万 | 0.03% | 1,723 | 352 | 25.7% | $7.88万 | 加仓 |
| FLTR | VANECK ETF TRUST | $38.48万 | 0.03% | 15,027 | 1,404 | 10.3% | $3.60万 | 加仓 |
| EFG | ISHARES TR | $38.23万 | 0.03% | 3,073 | 6 | 0.2% | $746 | 加仓 |
| ITOT | ISHARES TR | $38.21万 | 0.03% | 2,326 | 612 | 35.7% | $10.05万 | 加仓 |
| AGIX | KRANESHARES TRUST | $37.91万 | 0.03% | 8,085 | -2,695 | -25.0% | -$12.64万 | 减仓 |
| ILF | ISHARES TR | $37.74万 | 0.03% | 11,183 | 11,183 | — | $37.74万 | 新建仓 |
| USB | US BANCORP | $37.40万 | 0.02% | 6,193 | 45 | 0.7% | $2,718 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $37.31万 | 0.02% | 4,655 | 917 | 24.5% | $7.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $37.29万 | 0.02% | 6,248 | 56 | 0.9% | $3,342 | 加仓 |
| ARCC | ARES CAPITAL CORP | $37.17万 | 0.02% | 20,063 | 73 | 0.4% | $1,353 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $36.97万 | 0.02% | 1,375 | 50 | 3.8% | $1.34万 | 加仓 |
| CLS | CELESTICA INC | $36.41万 | 0.02% | 998 | -280 | -21.9% | -$10.21万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $36.32万 | 0.02% | 7,230 | 445 | 6.6% | $2.24万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $36.22万 | 0.02% | 370 | 1 | 0.3% | $979 | 加仓 |
| NVO | NOVO-NORDISK A S | $36.21万 | 0.02% | 7,554 | 1,046 | 16.1% | $5.01万 | 加仓 |
| ITA | ISHARES TR | $35.95万 | 0.02% | 1,483 | -399 | -21.2% | -$9.67万 | 减仓 |
| AFL | AFLAC INC | $35.53万 | 0.02% | 3,030 | 17 | 0.6% | $1,993 | 加仓 |
| TRP | TC ENERGY CORP | $35.48万 | 0.02% | 5,352 | 156 | 3.0% | $1.03万 | 加仓 |
| RACE | FERRARI N V | $35.26万 | 0.02% | 947 | 54 | 6.0% | $2.01万 | 加仓 |
| PAYX | PAYCHEX INC | $34.94万 | 0.02% | 3,553 | -226 | -6.0% | -$2.22万 | 减仓 |
| SYK | STRYKER CORPORATION | $34.84万 | 0.02% | 1,107 | 69 | 6.6% | $2.17万 | 加仓 |
| SNOW | SNOWFLAKE INC | $34.63万 | 0.02% | 1,361 | -65 | -4.6% | -$1.65万 | 减仓 |