Perigon Wealth Management, LLC 13F 持仓 · 2026年Q2
Perigon Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,416 只证券，申报市值合计 63.56 亿美元。前几大持仓：NVDA（5.42%）、AAPL（5.18%）、VOO（3.24%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $344.6M | 5.42% | 1.7M | 增持 |
| 2 | AAPL | APPLE INC | $329.0M | 5.18% | 1.1M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $205.9M | 3.24% | 299,727 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $128.5M | 2.02% | 174,476 | 减持 |
| 5 | IVV | ISHARES TR | $126.3M | 1.99% | 168,683 | 减持 |
| 6 | AMZN | AMAZON COM INC | $107.0M | 1.68% | 448,813 | 增持 |
| 7 | GOOG | ALPHABET INC | $99.5M | 1.56% | 281,482 | 增持 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $93.1M | 1.46% | 1.6M | 减持 |
| 9 | GOOGL | ALPHABET INC | $80.4M | 1.26% | 224,945 | 增持 |
| 10 | QLTY | GMO ETF TRUST | $73.7M | 1.16% | 1.8M | 增持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $69.7M | 1.10% | 1.6M | 增持 |
| 12 | MSFT | MICROSOFT CORP | $70.2M | 1.10% | 188,165 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $67.8M | 1.07% | 90,727 | 增持 |
| 14 | BBUS | J P MORGAN EXCHANGE TRADED F | $64.1M | 1.01% | 475,747 | 增持 |
| 15 | AVGO | BROADCOM INC | $59.5M | 0.94% | 157,458 | 增持 |
| 16 | GLD | SPDR GOLD TR | $53.7M | 0.85% | 145,838 | 增持 |
| 17 | VUG | VANGUARD INDEX FDS | $52.9M | 0.83% | 614,209 | 增持 |
| 18 | BIL | SPDR SERIES TRUST | $46.7M | 0.74% | 509,900 | 减持 |
| 19 | SGOV | ISHARES TR | $46.9M | 0.74% | 465,972 | 增持 |
| 20 | GRID | FIRST TR EXCHANGE-TRADED FD | $45.7M | 0.72% | 238,510 | 增持 |
| 21 | TSLA | TESLA INC | $45.1M | 0.71% | 107,200 | 增持 |
| 22 | LLY | ELI LILLY & CO | $44.8M | 0.70% | 37,313 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $43.3M | 0.68% | 132,182 | 减持 |
| 24 | META | META PLATFORMS INC | $42.4M | 0.67% | 75,303 | 增持 |
| 25 | IUSB | ISHARES TR | $42.1M | 0.66% | 911,989 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR