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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 111 项
建仓 36
增持 20
减持 18
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
SRLN
SSGA ACTIVE ETF TR
-$12.9M
0
-100%
建仓
GLDM
WORLD GOLD TR
+$11.3M
293,889
减持
SCHP
SCHWAB STRATEGIC TR
-$8.7M
4,356
-97%
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
GSIE
GOLDMAN SACHS ETF TR
-$8.4M
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$6.5M
0
-100%
建仓
MGV
VANGUARD WORLD FD
+$5.3M
49,797
建仓
SHM
SPDR SER TR
+$5.1M
106,978
建仓
XLU
SELECT SECTOR SPDR TR
+$4.9M
66,442
清仓
IRM
IRON MTN INC NEW
-$4.0M
0
-100%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$3.8M
0
-100%
建仓
IEI
ISHARES TR
+$3.7M
29,979
清仓
EWT
ISHARES INC
-$3.5M
0
-100%
建仓
BLOK
AMPLIFY ETF TR
+$3.2M
94,028
清仓
ITB
ISHARES TR
-$3.1M
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$2.8M
0
-100%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$2.7M
130,125
清仓
XLRE
SELECT SECTOR SPDR TR
-$2.7M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$2.6M
68,468
建仓
BDX
BECTON DICKINSON & CO
+$2.6M
9,718
清仓
ARKQ
ARK ETF TR
-$2.6M
0
-100%
建仓
ILF
ISHARES TR
+$2.5M
82,467
建仓
EIDO
ISHARES TR
+$2.5M
99,563
建仓
SHY
ISHARES TR
+$2.5M
29,401
清仓
DGX
QUEST DIAGNOSTICS INC
-$2.4M
0
-100%
清仓
AMH
AMERICAN HOMES 4 RENT
-$2.3M
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
清仓
V
VISA INC
-$2.2M
0
-100%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$2.0M
114,382
建仓
EXPE
EXPEDIA GROUP INC
+$1.9M
9,454
建仓
XLE
SELECT SECTOR SPDR TR
+$1.7M
22,257
建仓
PCAR
PACCAR INC
+$1.7M
18,911
减持
ECPG
ENCORE CAP GROUP INC
-$1.6M
21,654
-54%
清仓
SNOW
SNOWFLAKE INC
-$1.5M
0
-100%
建仓
PLTM
GRANITESHARES PLATINUM TR
+$1.4M
146,239
建仓
PLD
PROLOGIS INC.
+$1.4M
8,723
建仓
ECL
ECOLAB INC
+$1.3M
7,424
清仓
ARKG
ARK ETF TR
-$1.3M
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$1.2M
4,949
建仓
TMUS
T-MOBILE US INC
+$1.2M
9,620
清仓
—
CONFLUENT INC
-$1.1M
0
-100%
建仓
PPC
PILGRIMS PRIDE CORP
+$1.1M
44,665
建仓
—
ACTIVISION BLIZZARD INC
+$1.1M
13,781
建仓
KDP
KEURIG DR PEPPER INC
+$1.1M
28,330
增持
AVB
AVALONBAY CMNTYS INC
+$838.0K
8,698
+66%
建仓
EZA
ISHARES INC
+$807.0K
14,534
清仓
GSEW
GOLDMAN SACHS ETF TR
-$790.0K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$746.0K
0
-100%
增持
CHWY
CHEWY INC
-$636.0K
39,076
+3%
清仓
CFG
CITIZENS FINL GROUP INC
-$631.0K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$572.0K
9,308
建仓
VZ
VERIZON COMMUNICATIONS INC
+$542.0K
10,643
增持
ROK
ROCKWELL AUTOMATION INC
-$532.0K
9,344
+4%
清仓
—
INTERPUBLIC GROUP COS INC
-$532.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$525.0K
7,755
减持
THO
THOR INDS INC
-$500.0K
18,560
-2%
清仓
BKE
BUCKLE INC
-$473.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$447.0K
0
-100%
清仓
MSOS
ADVISORSHARES TR
-$446.0K
0
-100%
增持
ALB
ALBEMARLE CORP
+$410.0K
11,656
+26%
建仓
MO
ALTRIA GROUP INC
+$405.0K
7,743
清仓
BLDE
BLADE AIR MOBILITY INC
-$404.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$402.0K
2,480
减持
CNQ
CANADIAN NAT RES LTD
+$393.0K
69,311
-25%
建仓
—
HEALTHCARE RLTY TR
+$386.0K
14,059
清仓
STKL
SUNOPTA INC
-$375.0K
0
-100%
清仓
—
SL GREEN RLTY CORP
-$356.0K
0
-100%
增持
REMX
VANECK ETF TRUST
+$336.0K
23,184
+8%
增持
AMZN
AMAZON COM INC
+$320.0K
1,031
+13%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$302.0K
11,144
建仓
EMB
ISHARES TR
+$300.0K
3,070
清仓
EWL
ISHARES INC
-$300.0K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$272.0K
2,642
清仓
ARKK
ARK ETF TR
-$266.0K
0
-100%
建仓
ANGL
VANECK ETF TRUST
+$258.0K
8,488
建仓
GCC
WISDOMTREE TR
+$242.0K
9,585
清仓
SCHC
SCHWAB STRATEGIC TR
-$241.0K
0
-100%
清仓
USRT
ISHARES TR
-$234.0K
0
-100%
清仓
KBA
KRANESHARES TR
-$230.0K
0
-100%
减持
SPYM
SPDR SER TR
-$222.0K
5,916
-38%
清仓
SPTL
SPDR SER TR
-$220.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$212.0K
0
-100%
减持
CODI
COMPASS DIVERSIFIED
-$210.0K
24,508
-6%
清仓
EPHE
ISHARES TR
-$208.0K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$204.0K
7,303
+2%
增持
EWC
ISHARES INC
+$195.0K
93,141
+1%
增持
SPAB
SPDR SER TR
-$189.0K
203,056
+3%
清仓
—
OAKTREE SPECIALTY LENDING CO
-$179.0K
0
-100%
减持
MC
MOELIS & CO
-$171.0K
10,816
-0%
减持
AVGO
BROADCOM INC
-$170.0K
898
-19%
增持
MSFT
MICROSOFT CORP
+$161.0K
1,739
+56%
减持
CDP
CORPORATE OFFICE PPTYS TR
-$147.0K
13,556
-29%
减持
SU
SUNCOR ENERGY INC NEW
+$125.0K
17,244
-1%
减持
PFE
PFIZER INC
-$125.0K
14,732
-2%
增持
MAIN
MAIN STR CAP CORP
+$106.0K
7,648
+56%
增持
ENB
ENBRIDGE INC
+$104.0K
12,123
+4%
增持
STZ
CONSTELLATION BRANDS INC
-$101.0K
5,345
+1%
减持
SSRM
SSR MNG INC
-$67.0K
27,220
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$57.0K
410
-8%
减持
SPIB
SPDR SER TR
-$56.0K
8,689
-11%
增持
MFIC
APOLLO INVT CORP
+$37.0K
15,180
+18%
增持
HTGC
HERCULES CAPITAL INC
+$30.0K
11,315
+8%
减持
SOTK
SONO TEK CORP
-$30.0K
12,100
-20%
增持
HD
HOME DEPOT INC
+$28.0K
858
+56%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$24.0K
14,105
+8%
减持
EIS
ISHARES INC
-$23.0K
4,138
-2%
增持
BX
BLACKSTONE INC
+$19.0K
5,442
+5%
增持
AAPL
APPLE INC
-$16.0K
5,635
+0%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$9.0K
64,695
+9%
减持
EQR
EQUITY RESIDENTIAL
-$9.0K
5,570
-1%
减持
TSLA
TESLA INC
+$0
252
-2%
