13FBOX
PERRYMAN FINANCIAL ADVISORY INC /AD · 13F 持仓分析
期权收益计算器 机构排行

PERRYMAN FINANCIAL ADVISORY INC /AD

No.3325 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.51亿
环比变动 Q1 2026
+$8,432.9万+12.6%
持仓股票数
191
新买入
26
加仓
99
减仓
60
清仓
10
持股不变
6
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
10.99%10.79%$8,257.2万41.3万股$7,199.4万41.3万股-134股-0.03%减仓
苹果AAPL
7.55%7.46%$5,673.6万19.6万股$4,978.9万19.6万股-105股-0.05%减仓
亚马逊AMZN
3.2%3.02%$2,401.3万10.1万股$2,015.4万9.7万股+3,983股+4.12%加仓
博通AVGO
2.98%2.69%$2,235.2万5.9万股$1,797.3万5.8万股+1,103股+1.90%加仓
AAlphabet Inc Class CGOOG
2.95%2.66%$2,216.0万6.3万股$1,776.5万6.2万股+789股+1.27%加仓
微软MSFT
2.64%2.87%$1,985.9万5.3万股$1,915.7万5.2万股+1,480股+2.86%加仓
摩根大通JPM
2.45%2.45%$1,840.9万5.6万股$1,637.3万5.6万股+580股+1.04%加仓
VisaV
2.28%2.06%$1,710.5万5.0万股$1,372.3万4.5万股+4,452股+9.81%加仓
黑石集团BX
2.05%2.24%$1,539.4万13.1万股$1,491.7万13.0万股+1,096股+0.84%加仓
谷歌AGOOGL
1.97%1.78%$1,480.9万4.1万股$1,184.4万4.1万股+251股+0.61%加仓
万事达MA
1.88%1.88%$1,410.0万2.7万股$1,253.0万2.5万股+2,377股+9.48%加仓
WASTE MGMT DELWM
1.79%2.03%$1,342.8万6.0万股$1,351.5万5.9万股+1,433股+2.44%加仓
万豪MAR
1.76%1.73%$1,321.2万3.6万股$1,150.5万3.5万股+473股+1.34%加仓
强生JNJ
1.63%1.72%$1,223.9万4.8万股$1,147.8万4.7万股+1,236股+2.63%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.53%1.78%$1,149.0万23.6万股$1,185.4万23.3万股+2,784股+1.19%加仓
卡特彼勒CAT
1.52%1.1%$1,143.4万1.1万股$735.9万1.0万股+350股+3.37%加仓
迪尔DE
1.45%1.41%$1,088.4万1.7万股$942.7万1.7万股+422股+2.52%加仓
FFIRST TRUST MID CAP COREALPHADEX FUNDFNX
1.38%1.35%$1,040.5万7.1万股$900.4万7.0万股+892股+1.27%加仓
V先锋领航·S&P SMALL-CAP 600 ETFIVOO
1.37%1.27%$1,028.8万7.5万股$847.3万7.4万股+1,012股+1.37%加仓
好市多COST
1.36%1.59%$1,020.2万1.1万股$1,063.5万1.1万股+233股+2.18%加仓
BBANK OF AMERBAC
1.32%1.23%$994.6万17.5万股$823.3万16.9万股+5,660股+3.35%加仓
埃克森美孚XOM
1.32%1.8%$988.5万7.2万股$1,198.6万7.1万股+1,653股+2.34%加仓
宝洁PG
1.3%1.39%$979.5万6.7万股$924.8万6.4万股+2,764股+4.32%加仓
F第一信托交易所交易基金FXO
1.3%1.29%$977.0万15.6万股$863.0万15.4万股+2,838股+1.85%加仓
IiShares安硕信托IOO
1.3%1.3%$976.9万7.2万股$865.8万7.2万股-58股-0.08%减仓
雷神技术RTX
1.27%1.39%$957.9万5.0万股$923.8万4.8万股+2,597股+5.42%加仓
F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH
1.21%1.2%$912.4万7.5万股$799.2万7.3万股+1,733股+2.38%加仓
家得宝HD
1.13%1.15%$849.6万2.4万股$765.3万2.3万股+820股+3.52%加仓
切尼尔能源LNG
1.09%1.43%$821.6万3.4万股$955.1万3.4万股+716股+2.13%加仓
默沙东MRK
1.01%1.02%$759.7万5.9万股$681.0万5.7万股+2,506股+4.43%加仓
百事可乐PEP
1.01%1.27%$757.1万5.6万股$850.2万5.5万股+1,166股+2.13%加仓
洛克希德马丁LMT
0.94%1.19%$707.5万1.4万股$794.8万1.3万股+737股+5.60%加仓
AALPS·EQUAL SECTOR WEIGHT ETFEQL
0.93%0.96%$700.3万13.9万股$641.3万13.5万股+3,961股+2.94%加仓
PALO ALTOPANW
0.88%0.44%$663.6万1.9万股$291.9万1.8万股+1,249股+6.86%加仓
星巴克SBUX
0.88%0.83%$657.7万6.4万股$551.1万6.2万股+2,849股+4.63%加仓
EOG资源EOG
0.79%0.95%$590.4万4.6万股$631.2万4.4万股+1,843股+4.22%加仓
WWisdomTree信托DGRW
0.79%0.84%$590.2万6.2万股$560.5万6.4万股-2,077股-3.26%减仓
I景顺·S&PSPHQ
0.76%0.7%$573.8万6.4万股$466.2万6.2万股+1,683股+2.71%加仓
康菲石油COP
0.75%1.04%$559.8万5.4万股$691.9万5.2万股+1,432股+2.73%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.73%0.75%$545.8万2.3万股$498.7万2.3万股-123股-0.53%减仓
S嘉信策略信托SCHD
0.69%0.85%$519.9万16.4万股$567.9万18.5万股-2.1万股-11.43%减仓
V先锋领航指数基金VTV
0.69%0.71%$518.6万2.4万股$473.5万2.4万股-337股-1.40%减仓
AAMPLIFY ETF TRDIVO
0.68%0.73%$511.2万11.2万股$487.1万10.9万股+3,241股+2.98%加仓
Meta平台META
0.63%0.62%$470.0万8,345股$414.1万7,238股+1,107股+15.29%加仓
CrowdStrikeCRWD
0.57%0.25%$426.4万5,588股$166.4万4,263股+1,325股+31.08%加仓
IiShares安硕信托DGRO
0.53%0.55%$399.3万5.3万股$369.4万5.3万股+46股+0.09%加仓
AMERICAN TOWER COMAMT
0.52%0.59%$393.3万2.4万股$395.3万2.3万股+1,137股+4.96%加仓
IiShares安硕·S&P 100 ETFIWO
0.5%0.49%$377.3万1.0万股$326.9万1.0万股+34股+0.33%加仓
J摩根大通交易所交易基金JQUA
0.49%0.47%$367.0万5.1万股$311.7万5.1万股-57股-0.11%减仓
V先锋领航全球基金MGV
0.48%0.48%$361.8万2.2万股$321.2万2.2万股-26股-0.12%减仓

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