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 |
|---|---|---|---|---|---|---|---|---|
| VKQ | INVESCO MUNICIPAL TRUST | $10.62万 | 0.01% | 11,161 | 61 | 0.5% | $581 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $4.76万 | 0.00% | 3,000 | 2,200 | 275.0% | $3.49万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC 看涨期权 | $4.07万 | 0.00% | 100 | 100 | — | $4.07万 | 新建仓 |
| OCGN | OCUGEN INC | $2.71万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看涨期权 | $2.50万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $1.71万 | 0.00% | 10,990 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS 看涨期权 | $1.32万 | 0.00% | 100 | 100 | — | $1.32万 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $5,525 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ZOOZ STRATEGY LTD | $4,365 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC 看涨期权 | $2,899 | 0.00% | 100 | 100 | — | $2,899 | 新建仓 |
| ITA | ISHARES TR 看涨期权 | $219 | 0.00% | 100 | 100 | — | $219 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$62.76万 | 清仓 |
| AVGO | BROADCOM INC 看涨期权 | $0 | 0.00% | 0 | -1,700 | -100.0% | -$58.84万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -9,094 | -100.0% | -$54.92万 | 清仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,445 | -100.0% | -$28.75万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,317 | -100.0% | -$28.27万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,479 | -100.0% | -$25.91万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,987 | -100.0% | -$25.85万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,237 | -100.0% | -$25.53万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -479 | -100.0% | -$25.05万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -898 | -100.0% | -$24.09万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,322 | -100.0% | -$23.96万 | 清仓 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,700 | -100.0% | -$22.26万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,375 | -100.0% | -$22.04万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,576 | -100.0% | -$21.04万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -928 | -100.0% | -$20.97万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGRO | ISHARES TR | $0 | 0.00% | 0 | -2,521 | -100.0% | -$20.87万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -5,508 | -100.0% | -$20.67万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -604 | -100.0% | -$20.32万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$20.29万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$17.30万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -430 | -100.0% | -$13.69万 | 清仓 |
| CLS | CELESTICA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -18,069 | -100.0% | -$11.38万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -15,106 | -100.0% | -$10.47万 | 清仓 |
| FIX | COMFORT SYS USA INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$9.33万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,018 | -100.0% | -$8.41万 | 清仓 |
| IDCC | INTERDIGITAL INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.37万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5.70万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$3.73万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$2.92万 | 清仓 |
| GM | GENERAL MTRS CO 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.63万 | 清仓 |
| — | CELULARITY INC | $0 | 0.00% | 0 | -13,629 | -100.0% | -$1.51万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APPLIED THERAPEUTICS INC | $0 | 0.00% | 0 | -11,600 | -100.0% | -$1,160 | 清仓 |