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Peak Retirement Planning, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Peak Retirement Planning, Inc.

报告期 2026-03-31 · CIK 0002056697

持仓数

152

前50大市值合计

$402.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SGOV iShares 0-3 Month Treasury Bond

Exchange Traded Fund

$67.2M

667,515

16.7%

VEA Vanguard FTSE Developed Markets

Exchange Traded Fund

$28.7M

447,638

7.1%

VWO Vanguard FTSE Emerging Markets

Exchange Traded Fund

$23.4M

433,645

5.8%

TIPX SPDR Gold MiniShares

Exchange Traded Fund

$17.6M

190,121

4.4%

XLE State Street Energy Select Sector SPDR

Exchange Traded Fund

$16.1M

262,695

4.0%

XLB State Street Materials Select Sector SPDR

Exchange Traded Fund

$13.2M

264,006

3.3%

XLC State Street Communication Services Select Sector SPDR

Exchange Traded Fund

$12.8M

115,716

3.2%

XLP State Street Consumer Staples Select Sector SPDR

Exchange Traded Fund

$12.7M

154,677

3.1%

XLV State Street Health Care Select Sector SPDR

Exchange Traded Fund

$12.5M

85,219

3.1%

QQQ Invesco QQQ

Exchange Traded Fund

$12.1M

21,007

3.0%

VBR Vanguard Small-Cap Value

Exchange Traded Fund

$10.9M

50,212

2.7%

VBK Vanguard Small-Cap Growth

Exchange Traded Fund

$10.8M

35,763

2.7%

VTV Vanguard Value

Exchange Traded Fund

$9.8M

49,966

2.4%

VOE Vanguard Mid-Cap Value

Exchange Traded Fund

$9.4M

51,097

2.3%

VB Vanguard Small-Cap

Exchange Traded Fund

$9.0M

34,533

2.2%

VUG Vanguard Growth

Exchange Traded Fund

$8.2M

18,761

2.0%

NVDA NVIDIA Corporation

Common Stock

$6.9M

39,306

1.7%

VO Vanguard Mid-Cap

Exchange Traded Fund

$6.5M

22,514

1.6%

BND Vanguard Total Bond Market

Exchange Traded Fund

$5.0M

68,052

1.2%

VNQ Vanguard Real Estate

Exchange Traded Fund

$4.8M

53,681

1.2%

MSFT Microsoft Corporation

Common Stock

$4.7M

12,687

1.2%

VOT Vanguard Mid-Cap Growth

Exchange Traded Fund

$4.7M

18,172

1.2%

GOOGL Alphabet Inc.

Common Stock

$4.4M

15,286

1.1%

VOO Vanguard S&P 500

Exchange Traded Fund

$4.3M

7,155

1.1%

HIMS Hims & Hers Health, Inc.

Class A Common Stock

$4.1M

198,427

1.0%

AVGO Broadcom Inc.

Common Stock

$4.0M

13,078

1.0%

VTI Vanguard Total Stock Market

Exchange Traded Fund

$4.0M

12,461

1.0%

UTHR United Therapeutics Corporation

Common Stock

$3.9M

6,598

1.0%

LLY Eli Lilly and Company

Common Stock

$3.7M

4,066

0.9%

AAPL Apple Inc.

Common Stock

$3.7M

14,649

0.9%

ZM Zoom Communications, Inc.

Common Stock

$3.6M

44,862

0.9%

EXEL Exelixis, Inc.

Common Stock

$3.5M

82,120

0.9%

— Flex Ltd.

Common Stock

$3.5M

53,786

0.9%

MPWR Monolithic Power Systems, Inc.

Common Stock

$3.5M

3,162

0.9%

CHWY Chewy, Inc.

Common Stock

$3.4M

125,746

0.8%

NBIX Neurocrine Biosciences, Inc.

Common Stock

$3.4M

25,606

0.8%

ABT Abbott Laboratories

Common Stock

$3.2M

31,451

0.8%

ELAN Elanco Animal Health Incorporated

Common Stock

$3.2M

134,608

0.8%

MU Micron Technology, Inc.

Common Stock

$3.2M

9,510

0.8%

RL Ralph Lauren Corporation

Common Stock

$3.2M

9,301

0.8%

DECK Deckers Outdoor Corporation

Common Stock

$3.1M

31,098

0.8%

MMSI Merit Medical Systems, Inc.

Common Stock

$3.1M

45,143

0.8%

APP Applovin Corporation

Common Stock

$3.1M

7,757

0.8%

PHM PulteGroup, Inc.

Common Stock

$3.1M

26,157

0.8%

HALO Halozyme Therapeutics, Inc.

Common Stock

$3.0M

46,617

0.7%

TOST Toast, Inc.

Common Stock

$3.0M

113,473

0.7%

PODD Insulet Corporation

Common Stock

$2.9M

13,893

0.7%

JNJ Johnson & Johnson

Common Stock

$2.9M

11,747

0.7%

CF CF Industries Holdings, Inc.

Common Stock

$2.9M

22,028

0.7%

PG Procter & Gamble Company (The)

Common Stock

$2.8M

19,593

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

SGOV16.7%VEA7.1%VWO5.8%TIPX4.4%XLE4.0%XLB3.3%