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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 89 项
建仓 8
增持 29
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
NFLT
ETFIS SER TR I
+$6.9M
302,674
减持
ILTB
ISHARES TR
-$6.1M
52,564
-70%
建仓
SDCI
USCF ETF TR
+$5.1M
234,290
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。
建仓
FLXR
TCW ETF TRUST
+$4.9M
124,526
减持
COMT
ISHARES U S ETF TR
-$4.8M
65,102
-73%
增持
VXUS
VANGUARD STAR FDS
+$4.2M
593,236
+0%
减持
SCHP
SCHWAB STRATEGIC TR
-$3.8M
350,676
-28%
减持
AAPL
APPLE INC
-$3.7M
20,694
-42%
增持
SPGM
SPDR INDEX SHS FDS
+$2.5M
373,490
+0%
减持
VTI
VANGUARD INDEX FDS
+$2.5M
98,371
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
87,106
+5%
减持
VOO
VANGUARD INDEX FDS
+$1.4M
29,886
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.4M
453,293
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.0M
384,713
+3%
减持
TIP
ISHARES TR
-$955.9K
26,464
-24%
增持
SPEM
SPDR INDEX SHS FDS
+$879.7K
253,600
+0%
减持
NVDA
NVIDIA CORPORATION
+$798.3K
24,994
-14%
增持
MSFT
MICROSOFT CORP
+$658.7K
3,583
+20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$607.9K
143,086
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$573.3K
324,053
+8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$496.5K
288,578
+2%
减持
ACWI
ISHARES TR
+$471.8K
45,297
-2%
增持
IJR
ISHARES TR
+$433.1K
68,803
+2%
减持
TLH
ISHARES TR
-$416.5K
6,836
-36%
减持
SCHF
SCHWAB STRATEGIC TR
+$383.2K
170,810
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$375.0K
196,736
-2%
增持
SHYG
ISHARES TR
+$372.9K
231,161
+2%
清仓
ISRG
INTUITIVE SURGICAL INC
-$303.6K
0
-100%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$302.6K
74,931
-3%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$283.6K
0
-100%
减持
IEFA
ISHARES TR
+$260.0K
34,842
-0%
建仓
BND
VANGUARD BD INDEX FDS
+$244.8K
3,325
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$234.5K
0
-100%
增持
ITOT
ISHARES TR
+$225.9K
17,089
+0%
建仓
ESGE
ISHARES INC
+$223.2K
5,697
清仓
XLE
SELECT SECTOR SPDR TR
-$218.7K
0
-100%
增持
AGG
ISHARES TR
+$218.5K
112,719
+2%
建仓
TSLA
TESLA INC
+$215.7K
679
清仓
JPM
JPMORGAN CHASE & CO.
-$213.9K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$213.2K
981
减持
IVV
ISHARES TR
+$212.7K
3,753
-0%
清仓
JNJ
JOHNSON & JOHNSON
-$210.9K
0
-100%
清仓
ABBV
ABBVIE INC
-$210.5K
0
-100%
清仓
—
AON PLC
-$208.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$203.6K
0
-100%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$200.5K
68,031
-7%
清仓
ED
CONSOLIDATED EDISON INC
-$200.2K
0
-100%
减持
AMZN
AMAZON COM INC
-$197.2K
3,987
-29%
减持
XLV
SELECT SECTOR SPDR TR
-$132.1K
4,085
-13%
减持
HUBS
HUBSPOT INC
-$128.5K
580
-27%
减持
FMAT
FIDELITY COVINGTON TRUST
-$126.1K
40,759
-9%
增持
QQQ
INVESCO QQQ TR
+$103.0K
1,041
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$96.2K
20,919
+1%
减持
GOOG
ALPHABET INC
-$95.5K
3,940
-23%
增持
RTX
RTX CORPORATION
+$86.7K
6,308
+0%
减持
DSI
ISHARES TR
+$81.2K
6,130
-0%
减持
STIP
ISHARES TR
-$76.4K
24,039
-2%
减持
SCHC
SCHWAB STRATEGIC TR
+$73.9K
17,399
-6%
增持
ESGD
ISHARES TR
+$73.5K
8,282
+2%
减持
TOTL
SSGA ACTIVE ETF TR
-$71.5K
36,837
-4%
增持
SUSA
ISHARES TR
+$64.7K
4,575
+2%
增持
ESGU
ISHARES TR
+$60.6K
3,754
+2%
增持
DJP
BARCLAYS BANK PLC
+$53.5K
49,081
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$47.7K
9,884
+14%
减持
PG
PROCTER AND GAMBLE CO
-$46.0K
2,607
-4%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$45.7K
102,807
-1%
减持
GE
GE AEROSPACE
+$43.0K
1,621
-13%
减持
LLY
ELI LILLY & CO
-$41.3K
286
-11%
建仓
DVS
DOLLY VARDEN SILVER CORP
+$38.0K
11,250
减持
BSX
BOSTON SCIENTIFIC CORP
-$31.7K
2,945
-15%
减持
META
META PLATFORMS INC
-$31.7K
353
-30%
增持
SUSC
ISHARES TR
+$31.3K
19,535
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$29.0K
700
+1%
增持
EFAV
ISHARES TR
+$27.6K
4,470
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$27.2K
10,798
-1%
减持
JNK
SPDR SERIES TRUST
-$21.8K
4,177
-7%
减持
GOOGL
ALPHABET INC
+$20.2K
3,813
-10%
减持
VTV
VANGUARD INDEX FDS
+$19.8K
5,720
-0%
减持
CORP
PIMCO ETF TR
-$18.8K
2,775
-7%
减持
PH
PARKER-HANNIFIN CORP
-$16.4K
289
-19%
增持
USRT
ISHARES TR
-$15.6K
94,718
+2%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$14.7K
28,199
-4%
减持
GEV
GE VERNOVA INC
+$14.5K
542
-39%
减持
COST
COSTCO WHSL CORP NEW
-$9.8K
742
-6%
减持
GLD
SPDR GOLD TR
+$7.0K
1,125
-4%
增持
TJX
TJX COS INC NEW
+$5.0K
2,177
+1%
增持
VNQ
VANGUARD INDEX FDS
-$4.3K
4,116
+0%
增持
LQD
ISHARES TR
+$3.9K
3,811
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.3K
1,076
-27%