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Perennial Investment Advisors, LLC · 13F 持仓分析
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Perennial Investment Advisors, LLC

No.2132 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.05亿
环比变动 Q1 2026
+$2.50亿+19.9%
持仓股票数
561
新买入
77
加仓
297
减仓
165
清仓
14
持股不变
22
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
4.3%4.43%$6,474.0万32.4万股$5,555.3万31.9万股+5,016股+1.57%加仓
SSPDR道富系列信托SPYG
3.92%3.91%$5,902.8万49.6万股$4,901.0万50.1万股-4,504股-0.90%减仓
SSPDR道富系列信托QUS
3.74%4.35%$5,624.3万30.1万股$5,454.1万31.8万股-1.7万股-5.29%减仓
I景顺·S&PSPHQ
3.54%4.17%$5,332.5万59.2万股$5,231.4万69.6万股-10.4万股-14.93%减仓
IiShares安硕信托IWY
3.39%3.34%$5,107.8万17.6万股$4,188.1万16.8万股+7,447股+4.43%加仓
S道富SPYV
3.28%3.8%$4,943.2万81.3万股$4,763.4万84.2万股-2.9万股-3.41%减仓
苹果AAPL
3.25%3.39%$4,898.1万16.9万股$4,251.7万16.8万股+1,744股+1.04%加仓
F第一信托交易所交易基金RDVY
2.99%2.82%$4,494.0万55.4万股$3,543.8万51.9万股+3.5万股+6.82%加仓
特斯拉TSLA
2.62%2.86%$3,947.2万9.4万股$3,591.1万9.7万股-2,753股-2.85%减仓
S道富SPYM
2.43%1.21%$3,664.1万41.7万股$1,518.2万19.8万股+21.9万股+110.21%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.53%1.44%$2,302.2万9.1万股$1,807.4万10.0万股-8,346股-8.38%减仓
B贝莱德ETF信托DYNF
1.51%1.52%$2,275.1万33.5万股$1,905.9万32.8万股+6,927股+2.11%加仓
SSPDR标普500 ETFSPY
1.47%1.56%$2,206.1万3.0万股$1,961.8万3.0万股-623股-2.07%减仓
B贝莱德ETF信托BAI
1.39%1.05%$2,097.2万39.8万股$1,314.7万39.9万股-1,189股-0.30%减仓
亚马逊AMZN
1.31%1.28%$1,966.8万8.3万股$1,600.7万7.7万股+5,664股+7.37%加仓
V先锋领航指数基金VUG
1.04%0.87%$1,566.2万18.2万股$1,092.9万2.5万股+15.7万股+626.74%加仓
I景顺QQQ信托VOO
1.01%0.93%$1,514.4万2.1万股$1,169.0万2.0万股+312股+1.54%加仓
IiShares安硕信托IVV
1%1.26%$1,500.2万2.0万股$1,576.7万2.4万股-4,105股-17.01%减仓
微软MSFT
0.94%1%$1,415.5万3.8万股$1,258.7万3.4万股+3,945股+11.60%加仓
G通用动力VTI
0.92%1%$1,377.9万3.7万股$1,251.9万3.9万股-1,787股-4.58%减仓
V先锋领航全球基金VGT
0.9%0.78%$1,362.1万11.4万股$978.6万1.4万股+10.0万股+712.63%加仓
V先锋领航指数基金VTV
0.86%0.78%$1,291.5万5.9万股$982.0万5.0万股+9,210股+18.40%加仓
IiShares安硕·MSCIQUAL
0.76%0.81%$1,143.8万5.2万股$1,021.6万5.3万股-1,130股-2.12%减仓
谷歌AGOOGL
0.75%0.63%$1,135.4万3.2万股$795.7万2.8万股+4,102股+14.83%加仓
PPacer基金信托COWZ
0.75%0.91%$1,127.7万18.1万股$1,141.5万18.2万股-1,149股-0.63%减仓
IiShares安硕IEMG
0.73%0.92%$1,102.8万13.3万股$1,160.6万16.6万股-3.3万股-19.99%减仓
B贝莱德ETF信托IALT
0.67%$1,014.7万36.2万股$00股+36.2万股新买入
伯克希尔哈撒韦BRK.B
0.67%0.79%$1,004.6万2.0万股$986.2万2.1万股-504股-2.45%减仓
C资本集团股息价值CCBG
0.64%0.52%$966.4万19.6万股$647.0万15.2万股+4.4万股+28.95%加仓
WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX
0.63%0.67%$953.5万16.1万股$837.6万16.1万股+867股+0.54%加仓
AAlphabet Inc Class CGOOG
0.63%0.6%$944.7万2.7万股$750.8万2.6万股+564股+2.15%加仓
SSPDR行业精选信托XLK
0.6%0.5%$897.6万4.7万股$621.7万4.7万股+333股+0.71%加仓
I景顺交易所交易基金IIPZA
0.59%0.28%$887.9万37.7万股$349.6万15.2万股+22.5万股+148.15%加仓
C资本集团成长ETFCGGR
0.58%0.47%$873.6万18.5万股$591.9万14.7万股+3.8万股+25.67%加仓
IiShares安硕信托MTUM
0.58%0.55%$872.3万2.5万股$684.3万2.8万股-3,067股-10.77%减仓
GGlobal X基金CLIP
0.56%0.72%$849.8万8.5万股$900.0万9.0万股-4,984股-5.56%减仓
NNORTHERN LIGHTS FD TRSFLR
0.53%0.57%$804.8万20.9万股$715.3万20.2万股+6,584股+3.26%加仓
V先锋领航·FTSEVEA
0.53%0.54%$799.9万11.2万股$676.1万10.6万股+6,749股+6.40%加仓
博通AVGO
0.51%0.49%$768.7万2.0万股$613.0万2.0万股+540股+2.73%加仓
S道富SPTI
0.5%0.07%$755.8万26.6万股$83.8万2.9万股+23.7万股+810.66%加仓
SSPDR道富系列信托SDY
0.49%0.51%$738.3万4.9万股$641.8万4.4万股+4,538股+10.32%加仓
VVANECK MERK GOLD TRUSTOUNZ
0.48%0.66%$727.0万18.8万股$822.7万18.3万股+5,774股+3.16%加仓
CCAPITAL GBL GROWTH EQTCGGR
0.47%0.44%$712.6万16.8万股$548.1万16.4万股+4,097股+2.49%加仓
Meta平台META
0.45%0.52%$672.6万1.2万股$658.3万1.2万股+434股+3.77%加仓
AMD超威AMD
0.43%0.13%$651.1万1.1万股$157.1万7,725股+3,483股+45.09%加仓
GGlobal X基金AIQ
0.42%0.37%$635.9万9.7万股$458.2万9.8万股-1,246股-1.27%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
0.41%0.44%$610.7万5.4万股$547.1万5.3万股+1,169股+2.21%加仓
GGlobal X基金SHLD
0.39%0.46%$589.4万9.9万股$572.1万8.1万股+1.8万股+22.24%加仓
美光科技MU
0.39%0.15%$580.4万5,029股$188.9万5,592股-563股-10.07%减仓
J摩根大通交易所交易基金JEPQ
0.38%0.37%$566.9万9.2万股$467.7万8.4万股+7,986股+9.48%加仓

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