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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 93 项
建仓 11
增持 36
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NFLT
ETFIS SER TR I
+$4.2M
480,606
+59%
增持
VXUS
VANGUARD STAR FDS
+$3.1M
599,979
+1%
增持
FLXR
TCW ETF TRUST
+$3.0M
199,231
+60%
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
SDCI
USCF ETF TR
+$2.9M
346,509
+48%
清仓
ILTB
ISHARES TR
-$2.6M
0
-100%
减持
SPGM
SPDR INDEX SHS FDS
+$2.1M
371,448
-1%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.9M
74,011
-1%
清仓
COMT
ISHARES U S ETF TR
-$1.7M
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
95,233
-3%
增持
SPEM
SPDR INDEX SHS FDS
+$1.3M
259,181
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
90,157
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$982.7K
458,367
+1%
增持
NVDA
NVIDIA CORPORATION
+$835.7K
25,643
+3%
增持
IJR
ISHARES TR
+$805.1K
70,055
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$734.2K
301,139
+4%
减持
AAPL
APPLE INC
+$733.8K
19,556
-5%
增持
SCHM
SCHWAB STRATEGIC TR
+$700.7K
387,714
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$700.1K
321,186
-8%
清仓
TLH
ISHARES TR
-$694.6K
0
-100%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$597.6K
103,007
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$561.4K
147,736
+3%
减持
TIP
ISHARES TR
-$538.3K
21,342
-19%
增持
SHYG
ISHARES TR
+$529.1K
242,526
+5%
减持
VOO
VANGUARD INDEX FDS
+$460.0K
28,473
-5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$420.4K
338,789
+5%
增持
AGG
ISHARES TR
+$387.4K
115,403
+2%
增持
USRT
ISHARES TR
+$340.8K
97,038
+2%
增持
GOOG
ALPHABET INC
+$316.7K
4,170
+6%
建仓
ABBV
ABBVIE INC
+$246.6K
1,064
建仓
ORCL
ORACLE CORP
+$232.9K
828
建仓
AVGO
BROADCOM INC
+$231.6K
702
建仓
BABA
ALIBABA GROUP HLDG LTD
+$228.8K
1,280
建仓
JPM
JPMORGAN CHASE & CO.
+$227.7K
722
建仓
CALI
BLACKROCK ETF TRUST II
+$222.9K
4,400
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$222.5K
59,975
-12%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$221.2K
1,367
建仓
GDX
VANECK ETF TRUST
+$220.2K
2,882
建仓
JNJ
JOHNSON & JOHNSON
+$218.7K
1,179
清仓
TSLA
TESLA INC
-$215.7K
0
-100%
减持
GOOGL
ALPHABET INC
+$214.9K
3,648
-4%
减持
ACWI
ISHARES TR
+$212.7K
43,677
-4%
建仓
MU
MICRON TECHNOLOGY INC
+$209.6K
1,252
清仓
SCHD
SCHWAB STRATEGIC TR
-$209.5K
0
-100%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$206.7K
884
减持
STIP
ISHARES TR
-$199.1K
22,008
-8%
增持
ITOT
ISHARES TR
+$193.3K
17,171
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$176.6K
169,740
-1%
增持
TJX
TJX COS INC NEW
+$150.6K
2,902
+33%
减持
COST
COSTCO WHSL CORP NEW
-$149.5K
632
-15%
增持
RTX
RTX CORPORATION
+$135.8K
6,316
+0%
减持
EFAV
ISHARES TR
-$127.3K
2,928
-34%
减持
FMAT
FIDELITY COVINGTON TRUST
-$106.2K
36,742
-10%
增持
MSFT
MICROSOFT CORP
+$102.2K
3,638
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$84.7K
1,176
+9%
增持
DSI
ISHARES TR
+$83.3K
6,315
+3%
增持
GLD
SPDR GOLD TR
+$71.9K
1,167
+4%
增持
SUSA
ISHARES TR
+$70.6K
4,795
+5%
减持
GE
GE AEROSPACE
+$63.1K
1,597
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$63.0K
3,504
-14%
增持
SCHA
SCHWAB STRATEGIC TR
+$59.0K
11,079
+12%
减持
TOTL
SSGA ACTIVE ETF TR
-$54.8K
35,069
-5%
减持
PG
PROCTER AND GAMBLE CO
-$53.2K
2,357
-10%
增持
GEV
GE VERNOVA INC
+$52.6K
552
+2%
增持
ESGE
ISHARES INC
+$52.2K
6,342
+11%
减持
IEFA
ISHARES TR
-$50.8K
32,731
-6%
减持
QQQ
INVESCO QQQ TR
-$45.3K
881
-15%
增持
META
META PLATFORMS INC
+$42.8K
413
+17%
增持
ESGD
ISHARES TR
+$41.8K
8,397
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$37.7K
15,455
-11%
减持
BND
VANGUARD BD INDEX FDS
-$37.3K
2,790
-16%
增持
ESML
ISHARES TR
+$36.7K
6,144
+6%
减持
DJP
BARCLAYS BANK PLC
-$34.8K
46,076
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$34.2K
9,852
-9%
减持
EPI
WISDOMTREE TR
-$30.1K
8,848
-0%
减持
IYW
ISHARES TR
+$29.2K
1,415
-1%
减持
VTV
VANGUARD INDEX FDS
+$28.2K
5,573
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$28.1K
181,479
-8%
减持
IVV
ISHARES TR
+$27.3K
3,522
-6%
减持
VNQ
VANGUARD INDEX FDS
-$24.5K
3,743
-9%
增持
LLY
ELI LILLY & CO
+$18.2K
316
+10%
减持
XLI
SELECT SECTOR SPDR TR
-$17.6K
1,775
-10%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$16.9K
27,391
-3%
增持
SUSC
ISHARES TR
+$16.6K
19,967
+2%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$13.2K
5,892
+2%
减持
IWS
ISHARES TR
-$12.1K
1,900
-10%
减持
DVS
DOLLY VARDEN SILVER CORP
+$12.1K
10,000
-11%
减持
AUST
AUSTIN GOLD CORP
+$10.2K
23,700
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$9.3K
3,145
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.9K
19,260
-8%
减持
IAU
ISHARES GOLD TR
+$3.6K
3,236
-13%
减持
LQD
ISHARES TR
+$3.0K
3,774
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$2.1K
881
-10%
减持
AMZN
AMAZON COM INC
-$819
3,980
-0%
