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Perigon财富管理 · 13F 持仓分析
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Perigon财富管理

Perigon Wealth Management, LLCNo.809 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$63.56亿
环比变动 Q1 2026
+$4.13亿+6.9%
持仓股票数
1435
新买入
205
加仓
713
减仓
459
清仓
64
持股不变
58
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
5.42%5.05%$3.45亿172.2万股$3.00亿172.0万股+1,751股+0.10%加仓
苹果AAPL
5.18%4.84%$3.29亿113.7万股$2.88亿113.4万股+3,217股+0.28%加仓
V先锋领航指数基金VOO
3.24%2.36%$2.06亿30.0万股$1.40亿23.4万股+6.5万股+27.90%加仓
I景顺QQQ信托VOO
2.02%1.73%$1.28亿17.4万股$1.03亿17.8万股-3,965股-2.22%减仓
IiShares安硕信托IVV
1.99%1.87%$1.26亿16.9万股$1.11亿17.0万股-1,286股-0.76%减仓
亚马逊AMZN
1.68%1.56%$1.07亿44.9万股$9,254.9万44.4万股+4,445股+1.00%加仓
AAlphabet Inc Class CGOOG
1.56%1.33%$9,945.6万28.1万股$7,904.0万27.6万股+5,945股+2.16%加仓
V先锋领航斯科茨代尔基金VGIT
1.46%1.65%$9,309.1万157.8万股$9,798.8万164.5万股-6.7万股-4.08%减仓
谷歌AGOOGL
1.26%1.07%$8,038.9万22.5万股$6,351.8万22.1万股+4,057股+1.84%加仓
GGMO US QUALITY ETFGMOV
1.16%1.06%$7,373.4万177.2万股$6,289.3万173.8万股+3.3万股+1.91%加仓
微软MSFT
1.1%1.17%$7,018.9万18.8万股$6,956.6万18.8万股+235股+0.13%加仓
DDimensional维度ETF信托DFAC
1.1%1%$6,971.4万157.2万股$5,970.1万153.6万股+3.5万股+2.29%加仓
SSPDR标普500 ETFSPY
1.07%0.99%$6,775.2万9.1万股$5,881.0万9.0万股+297股+0.33%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
1.01%0.89%$6,409.3万47.6万股$5,271.5万45.0万股+2.6万股+5.75%加仓
博通AVGO
0.94%0.78%$5,948.0万15.7万股$4,663.4万15.1万股+6,787股+4.50%加仓
SSPDR黄金信托GLD
0.85%0.88%$5,372.4万14.6万股$5,210.5万12.1万股+2.5万股+20.43%加仓
V先锋领航指数基金VUG
0.83%0.76%$5,290.8万61.4万股$4,543.2万10.4万股+51.0万股+490.51%加仓
IiShares安硕信托SGOV
0.74%0.69%$4,690.9万46.6万股$4,083.9万40.6万股+6.0万股+14.85%加仓
SSPDR道富系列信托BIL
0.74%1.07%$4,672.7万51.0万股$6,378.8万69.6万股-18.6万股-26.75%减仓
F第一信托交易所交易基金FPX
0.72%0.63%$4,573.4万23.9万股$3,743.3万22.9万股+9,676股+4.23%加仓
特斯拉TSLA
0.71%0.66%$4,508.8万10.7万股$3,937.3万10.6万股+1,288股+1.22%加仓
礼来LLY
0.7%0.58%$4,475.4万3.7万股$3,475.1万3.8万股-468股-1.24%减仓
摩根大通JPM
0.68%0.66%$4,326.7万13.2万股$3,897.4万13.2万股-311股-0.23%减仓
Meta平台META
0.67%0.72%$4,241.7万7.5万股$4,249.8万7.4万股+1,024股+1.38%加仓
S嘉信策略信托SCHF
0.66%0.59%$4,216.6万152.2万股$3,500.9万141.5万股+10.8万股+7.62%加仓
VisaV
0.66%0.63%$4,210.3万12.3万股$3,719.4万12.3万股-345股-0.28%减仓
IiShares安硕信托IUSB
0.66%0.53%$4,208.8万91.2万股$3,137.2万67.9万股+23.3万股+34.27%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.65%0.66%$4,134.0万100.2万股$3,893.8万99.9万股+2,749股+0.28%加仓
G通用动力VTI
0.63%0.59%$4,022.6万10.9万股$3,533.7万11.0万股-1,441股-1.31%减仓
IiShares安硕·S&PIVE
0.62%0.71%$3,931.7万17.3万股$4,229.2万20.0万股-2.7万股-13.55%减仓
西方石油OXY
0.62%0.88%$3,912.7万80.6万股$5,225.9万80.4万股+1,595股+0.20%加仓
B贝莱德ETF信托DYNF
0.62%0.57%$3,908.8万57.5万股$3,361.9万57.8万股-3,100股-0.54%减仓
S嘉信·USSCHX
0.61%0.52%$3,877.7万131.8万股$3,090.0万120.5万股+11.2万股+9.33%加仓
美光科技MU
0.58%0.18%$3,696.0万3.2万股$1,076.2万3.2万股+164股+0.51%加仓
家得宝HD
0.57%0.57%$3,629.0万10.3万股$3,400.1万10.3万股-482股-0.47%减仓
IiShares安硕信托AGG
0.57%0.56%$3,602.6万36.4万股$3,347.7万33.7万股+2.7万股+7.93%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.53%0.47%$3,368.2万83.8万股$2,766.6万81.7万股+2.1万股+2.52%加仓
IInvesco Capital Management LLC Water Resources EtfPHO
0.52%0.48%$3,298.3万47.7万股$2,856.4万42.7万股+5.0万股+11.76%加仓
伯克希尔哈撒韦BRK.B
0.49%0.5%$3,093.9万6.2万股$2,993.0万6.2万股-628股-1.01%减仓
IiShares安硕信托IEFA
0.48%0.36%$3,059.2万31.7万股$2,157.8万23.8万股+7.8万股+32.89%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.46%0.42%$2,928.1万86.5万股$2,476.2万85.0万股+1.5万股+1.79%加仓
V先锋领航·FTSEVEA
0.45%0.38%$2,874.8万40.3万股$2,242.0万35.0万股+5.4万股+15.32%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.45%0.36%$2,866.8万11.4万股$2,137.0万11.8万股-4,133股-3.51%减仓
IiShares安硕·COREIJR
0.45%0.39%$2,866.2万19.3万股$2,346.1万18.9万股+4,525股+2.40%加仓
艾伯维ABBV
0.44%0.4%$2,805.2万11.1万股$2,393.5万11.0万股+1,424股+1.29%加仓
IiShares安硕IEMG
0.44%0.33%$2,766.5万33.4万股$1,980.0万28.4万股+5.0万股+17.65%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN
0.42%0.42%$2,683.1万34.4万股$2,489.0万34.0万股+3,231股+0.95%加仓
V先锋领航全球基金VGT
0.42%0.35%$2,682.6万22.4万股$2,056.5万2.9万股+19.5万股+661.49%加仓
AMD超威AMD
0.42%0.19%$2,655.4万4.6万股$1,110.0万5.5万股-8,854股-16.23%减仓
I景顺交易所交易基金IISPMO
0.42%0.35%$2,651.2万16.4万股$2,102.8万18.8万股-2.3万股-12.50%减仓

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