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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 96 项
建仓 13
增持 25
减持 28
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
FLSP
FRANKLIN TEMPLETON ETF TR
+$18.2M
668,482
建仓
ICSH
ISHARES TR
+$5.4M
107,142
清仓
IGV
ISHARES TR
-$3.4M
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。
建仓
CNP
CENTERPOINT ENERGY INC
+$3.0M
69,940
建仓
—
ROIVANT SCIENCES LTD
+$2.9M
105,893
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
6,116
清仓
MU
MICRON TECHNOLOGY INC
-$2.9M
0
-100%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$2.9M
430,361
-26%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$2.6M
0
-100%
建仓
—
EATON CORP PLC
+$2.4M
6,844
清仓
DHR
DANAHER CORPORATION
-$2.4M
0
-100%
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$2.4M
0
-100%
清仓
SRE
SEMPRA
-$2.3M
0
-100%
建仓
COWZ
PACER FDS TR
+$2.2M
34,948
减持
INDA
ISHARES TR
-$2.2M
85,717
-25%
清仓
MTB
M & T BK CORP
-$2.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
18,618
+189%
清仓
XLF
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$1.9M
343,050
-8%
减持
APA
APA CORPORATION
+$1.8M
102,774
-0%
建仓
HOOD
ROBINHOOD MKTS INC
+$1.8M
26,118
减持
GLDM
WORLD GOLD TR
-$1.8M
165,427
-18%
清仓
LPLA
LPL FINL HLDGS INC
-$1.8M
0
-100%
减持
CIEN
CIENA CORP
+$1.7M
11,356
-2%
清仓
HUBS
HUBSPOT INC
-$1.6M
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$1.6M
6,309
-76%
建仓
TWLO
TWILIO INC
+$1.5M
12,272
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$1.4M
93,840
+0%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$1.1M
259,406
-7%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.1M
29,815
-19%
减持
TRGP
TARGA RES CORP
+$918.2K
14,038
-0%
减持
CVS
CVS HEALTH CORP
-$793.8K
30,407
-19%
清仓
MSFT
MICROSOFT CORP
-$784.9K
0
-100%
建仓
BOXX
EA SERIES TRUST
+$761.1K
6,545
清仓
ORCL
ORACLE CORP
-$759.6K
0
-100%
增持
ESI
ELEMENT SOLUTIONS INC
+$733.1K
79,883
+0%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$715.1K
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$684.0K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$637.2K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$630.4K
0
-100%
清仓
—
GARMIN LTD
-$627.6K
0
-100%
清仓
FFIV
F5 INC
-$618.0K
0
-100%
清仓
META
META PLATFORMS INC
-$611.9K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$610.8K
0
-100%
清仓
KLAC
KLA CORP
-$610.0K
0
-100%
清仓
—
ALLEGION PLC
-$604.2K
0
-100%
增持
NFLX
NETFLIX INC.
+$595.3K
35,647
+18%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$592.4K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$588.7K
0
-100%
清仓
FAST
FASTENAL CO
-$586.1K
0
-100%
清仓
VRSN
VERISIGN INC
-$579.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$575.4K
12,478
+4%
清仓
TSCO
TRACTOR SUPPLY CO
-$567.0K
0
-100%
减持
FDX
FEDEX CORP
+$566.8K
8,999
-1%
增持
AXP
AMERICAN EXPRESS CO
-$547.3K
9,862
+3%
清仓
AZO
AUTOZONE INC
-$542.6K
0
-100%
减持
CW
CURTISS WRIGHT CORP
+$516.1K
4,004
-0%
减持
FLXR
TCW ETF TRUST
-$497.1K
635,012
-1%
建仓
XONE
BONDBLOXX ETF TRUST
+$495.2K
10,000
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$475.2K
22,470
减持
COST
COSTCO WHOLESALE CORPORATION
+$436.2K
3,271
-0%
减持
EMB
ISHARES TR
-$422.5K
117,052
-1%
减持
MA
MASTERCARD INCORPORATED
-$418.0K
4,711
-3%
减持
WMG
WARNER MUSIC GROUP CORP
-$405.5K
74,793
-1%
增持
BRX
BRIXMOR PPTY GROUP INC
+$333.6K
89,470
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
-$308.1K
24,675
+27%
减持
WMT
WALMART INC
+$287.5K
22,424
-0%
减持
MOAT
VANECK ETF TRUST
-$260.9K
9,540
-17%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$230.7K
4,525
清仓
HEI/A
HEICO CORP NEW
-$230.2K
0
-100%
增持
ADSK
AUTODESK INC
+$226.0K
5,231
+51%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$222.3K
3,559
+44%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$213.8K
0
-100%
减持
URA
GLOBAL X FDS
+$202.3K
35,603
-0%
减持
SPAB
SPDR SERIES TRUST
-$188.6K
9,443
-44%
增持
—
TE CONNECTIVITY PLC
-$171.5K
10,433
+1%
增持
AMZN
AMAZON COM INC
+$157.1K
23,975
+14%
增持
KMI
KINDER MORGAN INC DEL
+$145.6K
23,381
+1%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$144.9K
14,545
+2%
减持
MTH
MERITAGE HOMES CORP
-$132.9K
33,060
-0%
增持
OMF
ONEMAIN HLDGS INC
-$121.1K
9,081
+1%
增持
T
AT&T INC
+$106.6K
24,154
+1%
减持
MC
MOELIS & CO
-$104.8K
8,421
-1%
增持
AAPL
APPLE INC
-$82.0K
4,570
+0%
减持
MO
ALTRIA GROUP INC
+$80.0K
9,801
-0%
减持
IWF
ISHARES TR
-$67.1K
735
-9%
减持
SPHY
SPDR SERIES TRUST
-$66.8K
14,503
-15%
增持
DUK
DUKE ENERGY CORP NEW
+$59.4K
4,053
+1%
增持
NNN
NNN REIT INC
+$34.2K
11,593
+1%
增持
GS
GOLDMAN SACHS GROUP INC
-$20.6K
700
+0%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$11.5K
12,399
-2%
增持
STWD
STARWOOD PPTY TR INC
-$10.2K
25,664
+2%
增持
VICI
VICI PPTYS INC
-$9.3K
16,107
+1%
增持
MRP
MILLROSE PPTYS INC
-$5.3K
14,343
+5%
增持
AMT
AMERICAN TOWER CORP
-$1.5K
2,438
+1%
增持
BRW
SABA CAPITAL INCOME & OPRNT
-$920
87,938
+4%
