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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 85 项
建仓 15
增持 27
减持 28
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$10.5M
161,947
+1541%
清仓
HUBB
HUBBELL INC
-$3.4M
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$3.3M
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
—
ARISTA NETWORKS INC
-$3.3M
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$3.2M
5,410
建仓
ANET
ARISTA NETWORKS INC
+$3.1M
28,484
清仓
GWW
GRAINGER W W INC
-$3.1M
0
-100%
增持
AAPL
APPLE INC
+$3.1M
16,883
+247%
清仓
SNPS
SYNOPSYS INC
-$3.1M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$3.1M
0
-100%
清仓
HPQ
HP INC
-$3.1M
0
-100%
建仓
BRO
BROWN & BROWN INC
+$3.0M
29,771
建仓
SGOV
ISHARES TR
+$3.0M
30,260
减持
MSFT
MICROSOFT CORP
-$3.0M
768
-90%
建仓
—
TRANE TECHNOLOGIES PLC
+$3.0M
8,151
清仓
DPZ
DOMINOS PIZZA INC
-$3.0M
0
-100%
建仓
RMD
RESMED INC
+$3.0M
12,997
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$3.0M
42,643
-52%
清仓
—
LAM RESEARCH CORP
-$2.9M
0
-100%
建仓
MMM
3M CO
+$2.9M
22,396
清仓
MLM
MARTIN MARIETTA MATLS INC
-$2.8M
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$2.8M
23,620
清仓
MCK
MCKESSON CORP
-$2.6M
0
-100%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.4M
24,377
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$2.3M
361,213
-8%
增持
ANGL
VANECK ETF TRUST
+$2.3M
284,503
+42%
减持
AMAT
APPLIED MATLS INC
-$2.1M
6,678
-58%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$2.1M
859
-59%
减持
KLAC
KLA CORP
-$2.0M
1,620
-59%
减持
GD
GENERAL DYNAMICS CORP
-$1.8M
4,591
-54%
建仓
LMT
LOCKHEED MARTIN CORP
+$1.6M
3,201
建仓
XHB
SPDR SER TR
+$1.3M
12,688
建仓
CL
COLGATE PALMOLIVE CO
+$1.3M
14,462
建仓
NVR
NVR INC
+$1.2M
151
建仓
HCA
HCA HEALTHCARE INC
+$1.1M
3,738
减持
PHM
PULTE GROUP INC
-$986.7K
27,460
-1%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$867.7K
324,683
+3%
增持
INDA
ISHARES TR
-$641.0K
123,638
+1%
增持
NFLX
NETFLIX INC
+$585.9K
3,156
+1%
减持
AMZN
AMAZON COM INC
+$474.3K
16,377
-2%
减持
GOOGL
ALPHABET INC
+$443.2K
19,246
-0%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$409.2K
486,861
+2%
清仓
XLV
SELECT SECTOR SPDR TR
-$355.5K
0
-100%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$339.3K
524,719
+3%
减持
EMB
ISHARES TR
-$327.5K
69,531
-0%
减持
HR
HEALTHCARE RLTY TR
-$316.1K
10,685
-61%
建仓
XLRE
SELECT SECTOR SPDR TR
+$284.0K
6,984
减持
AXP
AMERICAN EXPRESS CO
+$235.8K
10,696
-1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$228.3K
0
-100%
减持
CNQ
CANADIAN NAT RES LTD
-$212.9K
76,696
-1%
清仓
HEI/A
HEICO CORP NEW
-$208.7K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$202.5K
42,842
-1%
清仓
ITW
ILLINOIS TOOL WKS INC
-$202.3K
0
-100%
增持
NTAP
NETAPP INC
-$156.5K
23,936
+1%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$134.2K
11,968
-2%
减持
KMI
KINDER MORGAN INC DEL
+$122.0K
23,969
-1%
减持
URA
GLOBAL X FDS
-$121.4K
65,279
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$120.5K
2,282
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$97.2K
21,247
+1%
增持
NNN
NNN REIT INC
-$84.1K
11,276
+0%
减持
GLDM
WORLD GOLD TR
-$73.4K
225,780
-0%
增持
SPAB
SPDR SER TR
+$66.9K
11,180
+38%
增持
OMF
ONEMAIN HLDGS INC
+$63.1K
9,588
+3%
减持
COST
COSTCO WHSL CORP NEW
+$59.1K
3,477
-1%
增持
NVDA
NVIDIA CORPORATION
+$55.8K
3,229
+4%
增持
VICI
VICI PPTYS INC
-$52.4K
15,199
+2%
增持
STAG
STAG INDL INC
-$51.5K
12,415
+3%
减持
META
META PLATFORMS INC
+$49.8K
6,264
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$47.6K
16,857
-0%
减持
GILD
GILEAD SCIENCES INC
+$43.0K
5,940
-2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$40.9K
4,111
+0%
减持
MC
MOELIS & CO
+$35.7K
8,363
-2%
增持
CODI
COMPASS DIVERSIFIED
+$33.0K
25,291
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$29.9K
18,457
+4%
增持
ENB
ENBRIDGE INC
+$28.1K
12,335
+1%
增持
STWD
STARWOOD PPTY TR INC
-$27.7K
22,485
+1%
增持
T
AT&T INC
+$25.2K
26,153
+1%
增持
QUAL
ISHARES TR
+$20.4K
13,452
+2%
减持
SPHY
SPDR SER TR
-$14.3K
14,864
-2%
增持
MO
ALTRIA GROUP INC
+$14.1K
9,952
+0%
增持
FCTE
ETF OPPORTUNITIES TRUST
+$13.3K
35,717
+8%
减持
AHR
AMERICAN HEALTHCARE REIT INC
+$10.9K
25,113
-7%
减持
IWF
ISHARES TR
-$9.5K
912
-9%
增持
WEC
WEC ENERGY GROUP INC
-$6.4K
5,239
+1%
增持
BRW
SABA CAPITAL INCOME & OPRNT
+$2.1K
61,179
+0%
