小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 87 项
建仓 18
增持 29
减持 19
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$15.2M
299,313
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$6.2M
206,753
-55%
建仓
EMB
ISHARES TR
+$6.1M
68,509
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
SPTL
SPDR SER TR
-$5.3M
0
-100%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$3.8M
296,043
-34%
建仓
CPAY
CORPAY INC
+$3.1M
10,109
清仓
XLE
SELECT SECTOR SPDR TR
-$3.0M
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$2.9M
8,435
建仓
MCO
MOODYS CORP
+$2.9M
7,362
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.9M
5,762
建仓
AMGN
AMGEN INC
+$2.8M
9,944
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.8M
13,786
建仓
CAH
CARDINAL HEALTH INC
+$2.8M
25,027
建仓
SNPS
SYNOPSYS INC
+$2.8M
4,880
清仓
ZTS
ZOETIS INC
-$2.8M
0
-100%
建仓
NTAP
NETAPP INC
+$2.7M
25,919
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.7M
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$2.7M
14,699
清仓
XHB
SPDR SER TR
-$2.7M
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$2.6M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$2.6M
0
-100%
清仓
ABBV
ABBVIE INC
-$2.6M
0
-100%
清仓
DE
DEERE & CO
-$2.5M
0
-100%
建仓
V
VISA INC
+$2.5M
8,975
清仓
CSCO
CISCO SYS INC
-$2.5M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$2.3M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.3M
0
-100%
清仓
ORCL
ORACLE CORP
-$2.2M
0
-100%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$1.8M
342,155
+30%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
272,639
+23%
增持
MSFT
MICROSOFT CORP
+$958.7K
8,101
+24%
建仓
ITB
ISHARES TR
+$792.4K
6,845
建仓
XLV
SELECT SECTOR SPDR TR
+$726.1K
4,915
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$709.4K
107,917
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$706.9K
5,488
-65%
清仓
XLY
SELECT SECTOR SPDR TR
-$700.4K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$645.6K
6,103
+26%
增持
GOOGL
ALPHABET INC
+$615.8K
20,462
+16%
减持
GLDM
WORLD GOLD TR
-$527.2K
193,711
-13%
增持
CNQ
CANADIAN NAT RES LTD
+$524.6K
40,245
+4%
减持
LLY
ELI LILLY & CO
+$505.5K
3,650
-9%
减持
AMZN
AMAZON COM INC
+$481.3K
17,480
-1%
增持
VRSK
VERISK ANALYTICS INC
+$479.2K
11,666
+23%
清仓
AGG
ISHARES TR
-$461.8K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$450.9K
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$416.0K
28,205
清仓
XTWO
BONDBLOXX ETF TRUST
-$412.2K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$402.7K
0
-100%
减持
PHM
PULTE GROUP INC
+$377.3K
25,705
-3%
清仓
SSRM
SSR MINING IN
-$353.9K
0
-100%
建仓
OMF
ONEMAIN HLDGS INC
+$339.8K
6,651
增持
DHI
D R HORTON INC
+$317.8K
18,728
+3%
减持
—
ARISTA NETWORKS INC
+$316.8K
9,850
-9%
建仓
NVDA
NVIDIA CORPORATION
+$310.8K
344
减持
INDA
ISHARES TR
+$299.1K
120,985
-1%
减持
—
LAM RESEARCH CORP
+$294.0K
2,938
-10%
清仓
QQQ
INVESCO QQQ TR
-$278.1K
0
-100%
清仓
HEI/A
HEICO CORP NEW
-$233.2K
0
-100%
减持
SPYM
SPDR SER TR
-$128.3K
10,228
-25%
增持
ILF
ISHARES TR
+$110.2K
81,183
+7%
减持
MOAT
VANECK ETF TRUST
-$104.7K
54,640
-8%
增持
URA
GLOBAL X FDS
+$101.0K
67,063
+1%
增持
SPHY
SPDR SER TR
+$96.8K
13,749
+42%
增持
—
CAPRI HOLDINGS LIMITED
+$92.0K
53,012
+15%
增持
UNP
UNION PAC CORP
+$90.3K
1,284
+40%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$73.7K
4,075
+2%
增持
HR
HEALTHCARE RLTY TR
-$68.9K
24,707
+2%
减持
COST
COSTCO WHSL CORP NEW
-$50.4K
3,636
-12%
减持
KIE
SPDR SER TR
+$45.3K
7,555
-2%
增持
CODI
COMPASS DIVERSIFIED
+$41.1K
23,811
+0%
增持
AMT
AMERICAN TOWER CORP NEW
-$37.0K
2,424
+1%
增持
MO
ALTRIA GROUP INC
+$35.4K
10,390
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$25.7K
3,758
-4%
增持
AAPL
APPLE INC
+$24.1K
19,900
+13%
减持
ITW
ILLINOIS TOOL WKS INC
-$20.4K
789
-11%
减持
T
AT&T INC
+$20.2K
26,369
-0%
增持
KMI
KINDER MORGAN INC DEL
+$20.0K
24,255
+1%
减持
EMXC
ISHARES INC
+$19.9K
10,943
-1%
增持
NSA
NATIONAL STORAGE AFFILIATES
-$19.8K
12,328
+2%
增持
STAG
STAG INDL INC
+$19.6K
11,092
+7%
增持
MC
MOELIS & CO
+$19.3K
8,715
+3%
增持
BRW
SABA CAPITAL INCOME & OPRNT
+$13.5K
48,311
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.6K
391
-5%
增持
GILD
GILEAD SCIENCES INC
-$8.9K
5,586
+8%
增持
ENB
ENBRIDGE INC
+$5.6K
12,261
+1%
增持
VICI
VICI PPTYS INC
+$5.5K
14,314
+8%
增持
NNN
NNN REIT INC
-$2.8K
11,206
+0%
