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PEAK FINANCIAL ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PEAK FINANCIAL ADVISORS LLC
报告期 2026-03-31 · CIK 0001843309
持仓数
70
前50大市值合计
$217.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 90 项
建仓 25
增持 39
减持 11
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
FPE
FIRST TR EXCH TRADED FD III
-$9.2M
0
-100%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$8.4M
237,153
清仓
FEZ
SPDR INDEX SHS FDS
-$7.7M
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。
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$7.5M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.0M
282,667
+88%
建仓
SPAB
SPDR SER TR
+$5.8M
196,908
建仓
ITB
ISHARES TR
+$3.1M
37,969
建仓
XLP
SELECT SECTOR SPDR TR
+$3.1M
40,101
清仓
XLV
SELECT SECTOR SPDR TR
-$2.6M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$2.4M
24,959
+43%
建仓
XLY
SELECT SECTOR SPDR TR
+$2.3M
11,055
建仓
CHWY
CHEWY INC
+$2.2M
37,821
建仓
V
VISA INC
+$2.2M
10,070
清仓
GIL
GILDAN ACTIVEWEAR INC
-$2.1M
0
-100%
清仓
FISV
FISERV INC
-$1.9M
0
-100%
清仓
EWW
ISHARES INC
-$1.8M
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.3M
5,307
建仓
AVB
AVALONBAY CMNTYS INC
+$1.3M
5,234
减持
MSOS
ADVISORSHARES TR
-$1.1M
17,439
-66%
清仓
BBBY
OVERSTOCK COM INC DEL
-$1.1M
0
-100%
建仓
—
CONFLUENT INC
+$1.1M
14,975
增持
ECPG
ENCORE CAP GROUP INC
+$944.0K
47,119
+17%
减持
SCHP
SCHWAB STRATEGIC TR
-$858.0K
143,056
-9%
增持
IRM
IRON MTN INC NEW
+$757.0K
76,979
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$748.0K
9,026
+11%
建仓
BX
BLACKSTONE INC
+$672.0K
5,195
增持
EWT
ISHARES INC
+$622.0K
53,080
+13%
增持
AMN
AMN HEALTHCARE SVCS INC
+$619.0K
31,206
+12%
增持
AMH
AMERICAN HOMES 4 RENT
+$615.0K
53,712
+19%
增持
CNQ
CANADIAN NAT RES LTD
+$587.0K
92,367
+2%
增持
DGX
QUEST DIAGNOSTICS INC
+$557.0K
13,816
+10%
增持
XLRE
SELECT SECTOR SPDR TR
+$535.0K
51,241
+7%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$495.0K
0
-100%
增持
EWC
ISHARES INC
+$483.0K
92,373
+9%
建仓
XLK
SELECT SECTOR SPDR TR
+$447.0K
2,573
建仓
SU
SUNCOR ENERGY INC NEW
+$437.0K
17,466
增持
PFE
PFIZER INC
+$406.0K
15,031
+34%
清仓
MO
ALTRIA GROUP INC
-$400.0K
0
-100%
建仓
—
SL GREEN RLTY CORP
+$356.0K
4,964
建仓
SPIB
SPDR SER TR
+$353.0K
9,754
清仓
KSA
ISHARES TR
-$340.0K
0
-100%
增持
CDP
CORPORATE OFFICE PPTYS TR
+$294.0K
19,081
+115%
清仓
KBWY
INVESCO EXCH TRADED FD TR II
-$281.0K
0
-100%
清仓
EDEN
ISHARES TR
-$278.0K
0
-100%
清仓
EWD
ISHARES INC
-$275.0K
0
-100%
增持
SPYM
SPDR SER TR
+$275.0K
9,607
+86%
增持
ARKQ
ARK ETF TR
+$268.0K
33,390
+13%
增持
AVGO
BROADCOM INC
+$267.0K
1,104
+14%
增持
REMX
VANECK ETF TRUST
+$267.0K
21,450
+3%
增持
CODI
COMPASS DIVERSIFIED
+$256.0K
25,943
+36%
增持
COF
CAPITAL ONE FINL CORP
+$244.0K
19,347
+22%
清仓
EWO
ISHARES INC
-$234.0K
0
-100%
建仓
USRT
ISHARES TR
+$234.0K
3,467
建仓
KBA
KRANESHARES TR
+$230.0K
5,304
建仓
HD
HOME DEPOT INC
+$229.0K
551
建仓
MAIN
MAIN STR CAP CORP
+$220.0K
4,906
建仓
SPTL
SPDR SER TR
+$220.0K
5,227
增持
SNOW
SNOWFLAKE INC
+$217.0K
4,314
+5%
增持
VLO
VALERO ENERGY CORP
+$217.0K
7,167
+57%
建仓
UNP
UNION PAC CORP
+$212.0K
843
建仓
NVDA
NVIDIA CORPORATION
+$212.0K
720
建仓
EPHE
ISHARES TR
+$208.0K
6,563
减持
TSLA
TESLA INC
-$198.0K
257
-58%
减持
AAPL
APPLE INC
+$197.0K
5,633
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$190.0K
13,361
+42%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$184.0K
13,027
减持
SCHC
SCHWAB STRATEGIC TR
-$177.0K
5,881
-42%
增持
GSEW
GOLDMAN SACHS ETF TR
+$177.0K
11,051
+20%
建仓
HTGC
HERCULES CAPITAL INC
+$174.0K
10,475
增持
ALB
ALBEMARLE CORP
+$167.0K
9,272
+1%
增持
MSFT
MICROSOFT CORP
+$154.0K
1,115
+42%
减持
PSA
PUBLIC STORAGE
+$152.0K
1,993
-0%
增持
THO
THOR INDS INC
-$142.0K
18,900
+10%
增持
EQR
EQUITY RESIDENTIAL
+$133.0K
5,630
+21%
增持
AMZN
AMAZON COM INC
+$127.0K
912
+3%
增持
ENB
ENBRIDGE INC
+$104.0K
11,646
+32%
增持
BKE
BUCKLE INC
+$82.0K
11,173
+13%
增持
—
INTERPUBLIC GROUP COS INC
+$76.0K
14,206
+14%
减持
EWL
ISHARES INC
-$50.0K
5,690
-24%
减持
ARKK
ARK ETF TR
-$50.0K
2,814
-2%
增持
MC
MOELIS & CO
+$42.0K
10,859
+5%
增持
—
OAKTREE SPECIALTY LENDING CO
+$39.0K
23,935
+21%
减持
ACWI
ISHARES TR
+$39.0K
8,296
-1%
增持
MFIC
APOLLO INVT CORP
+$30.0K
12,833
+24%
减持
SOTK
SONO TEK CORP
+$30.0K
15,100
-25%
减持
EIS
ISHARES INC
+$22.0K
4,238
-2%
增持
ARKG
ARK ETF TR
-$15.0K
20,828
+21%
增持
BLDE
BLADE AIR MOBILITY INC
-$14.0K
45,704
+14%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$5.0K
59,369
+9%
增持
STKL
SUNOPTA INC
-$4.0K
53,917
+27%