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Peak Financial Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Peak Financial Management, Inc.
报告期 2026-03-31 · CIK 0001669662
持仓数
100
前50大市值合计
$378.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 99 项
建仓 12
增持 35
减持 41
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$13.5M
282,609
清仓
PICB
INVESCO EXCH TRADED FD TR II
-$7.5M
0
-100%
清仓
BWX
SPDR SER TR
-$5.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VXUS
VANGUARD STAR FDS
+$2.2M
591,964
+1%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
30,312
-7%
减持
AAPL
APPLE INC
-$2.0M
35,978
-10%
减持
VTI
VANGUARD INDEX FDS
-$1.9M
99,616
-1%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.5M
77,617
+0%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
29,069
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
82,911
+10%
增持
SCHP
SCHWAB STRATEGIC TR
+$930.1K
488,206
+3%
减持
IJR
ISHARES TR
-$786.8K
67,767
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$693.7K
300,419
+9%
增持
SPEM
SPDR INDEX SHS FDS
+$607.7K
252,964
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$606.7K
137,680
+4%
减持
SPGM
SPDR INDEX SHS FDS
-$555.7K
372,282
-1%
清仓
IAGG
ISHARES TR
-$507.7K
0
-100%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$478.6K
103,882
+3%
增持
SCHM
SCHWAB STRATEGIC TR
-$459.6K
372,940
+1%
增持
SCHB
SCHWAB STRATEGIC TR
-$388.1K
439,001
+1%
增持
AGG
ISHARES TR
+$384.3K
110,829
+2%
增持
ILTB
ISHARES TR
+$365.6K
174,045
+2%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$363.2K
77,339
+0%
清仓
NOW
SERVICENOW INC
-$339.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$333.5K
1,005
-36%
清仓
TSLA
TESLA INC
-$320.7K
0
-100%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$316.5K
73,467
-14%
减持
SCHX
SCHWAB STRATEGIC TR
-$308.9K
200,779
-2%
建仓
ISRG
INTUITIVE SURGICAL INC
+$303.6K
613
清仓
AVGO
BROADCOM INC
-$297.5K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$283.6K
585
清仓
IHY
VANECK ETF TRUST
-$280.4K
0
-100%
建仓
GEV
GE VERNOVA INC
+$272.3K
892
增持
SHYG
ISHARES TR
+$271.7K
225,761
+3%
减持
COMT
ISHARES U S ETF TR
+$258.8K
244,053
-0%
增持
TIP
ISHARES TR
+$238.1K
34,818
+2%
减持
MSFT
MICROSOFT CORP
-$234.9K
2,992
-7%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$234.5K
177
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$233.7K
0
-100%
增持
DJP
BARCLAYS BANK PLC
+$230.5K
45,716
+6%
清仓
HD
HOME DEPOT INC
-$229.9K
0
-100%
减持
FMAT
FIDELITY COVINGTON TRUST
-$225.3K
44,676
-10%
清仓
XLY
SELECT SECTOR SPDR TR
-$220.1K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$219.2K
3,718
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$211.6K
851
建仓
JNJ
JOHNSON & JOHNSON
+$210.9K
1,271
减持
SCHF
SCHWAB STRATEGIC TR
+$210.8K
171,469
-0%
建仓
—
AON PLC
+$208.0K
521
增持
XLV
SELECT SECTOR SPDR TR
+$205.9K
4,676
+35%
清仓
EME
EMCOR GROUP INC
-$204.3K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$203.6K
1,217
建仓
ED
CONSOLIDATED EDISON INC
+$200.2K
1,810
减持
IEFA
ISHARES TR
+$185.4K
35,011
-0%
减持
GOOGL
ALPHABET INC
-$184.9K
4,215
-5%
减持
AMZN
AMAZON COM INC
-$174.4K
5,634
-1%
减持
—
EXXON MOBIL CORP
-$164.6K
2,969
-38%
增持
GOOG
ALPHABET INC
-$156.4K
5,085
+2%
减持
TJX
TJX COS INC NEW
-$142.8K
2,166
-36%
增持
BSX
BOSTON SCIENTIFIC CORP
+$124.1K
3,450
+38%
增持
USRT
ISHARES TR
+$122.8K
93,278
+2%
增持
GLD
SPDR GOLD TR
+$107.9K
1,166
+24%
增持
ITOT
ISHARES TR
-$107.7K
17,063
+0%
增持
RTX
RTX CORPORATION
+$106.5K
6,299
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$103.7K
693
-34%
减持
HUBS
HUBSPOT INC
-$101.9K
790
-1%
减持
TOTL
SSGA ACTIVE ETF TR
-$100.7K
38,447
-8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$96.0K
1,476
-15%
增持
STIP
ISHARES TR
+$94.5K
24,648
+1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$91.4K
22,214
+1%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$88.1K
29,258
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$64.9K
22,926
-0%
减持
DSI
ISHARES TR
-$57.7K
6,160
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$55.6K
20,735
-8%
减持
META
META PLATFORMS INC
-$54.4K
507
-14%
减持
VNQ
VANGUARD INDEX FDS
-$39.5K
4,096
-11%
减持
PH
PARKER-HANNIFIN CORP
-$38.7K
359
-11%
减持
SUSA
ISHARES TR
-$35.6K
4,485
-1%
减持
ESGU
ISHARES TR
-$35.0K
3,669
-2%
建仓
AUST
AUSTIN GOLD CORP
+$31.2K
24,000
减持
ESGD
ISHARES TR
+$29.6K
8,146
-2%
减持
VTV
VANGUARD INDEX FDS
-$22.4K
5,738
-4%
减持
COST
COSTCO WHSL CORP NEW
+$21.4K
787
-0%
减持
GE
GE AEROSPACE
-$20.9K
1,871
-21%
增持
SCHA
SCHWAB STRATEGIC TR
-$19.5K
8,637
+1%
减持
LLY
ELI LILLY & CO
-$17.5K
320
-12%
增持
SUSC
ISHARES TR
+$16.7K
18,323
+3%
减持
EPI
WISDOMTREE TR
-$15.0K
8,873
-0%
增持
LQD
ISHARES TR
+$14.5K
3,808
+2%
增持
ESML
ISHARES TR
-$14.4K
5,814
+3%
减持
TLH
ISHARES TR
-$13.3K
10,709
-5%
减持
ABBV
ABBVIE INC
-$12.4K
1,004
-20%
增持
IVV
ISHARES TR
+$12.4K
3,768
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$11.1K
872
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$10.5K
409
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$7.4K
18,593
-3%
减持
PG
PROCTER AND GAMBLE CO
+$6.8K
2,707
-0%
增持
ACWI
ISHARES TR
+$6.6K
45,996
+1%
增持
LMAT
LEMAITRE VASCULAR INC
+$1.9K
5,365
+10%
增持
JNK
SPDR SER TR
+$191
4,492
+0%
