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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
$402.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 111 项
建仓 15
增持 76
减持 14
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$8.9M
254,658
+53%
建仓
XLB
SPDR FUND MATERIALS SELECT SECTR ETF
+$5.7M
66,146
减持
XLF
SPDR Select Sector Fund - Financial
-$4.9M
6,745
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。
-94%
减持
VB
VANGUARD SMALL CAP ETF
-$3.9M
2,904
-85%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.2M
43,678
增持
GLDM
SPDR Gold MiniShares Trust
+$3.1M
82,953
+120%
增持
VO
VANGUARD MID CAP ETF
+$2.7M
12,659
+447%
增持
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
+$1.3M
139,401
+25%
建仓
THC
TENET HEALTHCARE CORP
+$1.2M
8,825
建仓
PG
PROCTER & GAMBLE CO
+$1.1M
6,462
增持
VUG
VANGUARD GROWTH ETF
+$1.1M
13,718
+42%
清仓
DKS
Dick's Sporting Goods Inc
-$1.0M
0
-100%
增持
QQQ
INVESCO QQQ TRUST
+$1.0M
16,611
+25%
建仓
GAP
GAP INC
+$1.0M
49,408
增持
XLP
SPDR FUND CONSUMER STAPLES ETF
+$924.6K
71,988
+8%
清仓
MCK
McKesson Corporation
-$918.7K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$910.8K
62,332
+17%
减持
JPM
JPMORGAN CHASE & CO
-$907.0K
3,896
-71%
建仓
USB
US BANCORP DEL
+$877.7K
20,788
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$859.4K
22,972
+33%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$834.8K
8,578
-20%
增持
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
+$827.4K
59,391
+15%
清仓
VLO
Valero Energy Corporation
-$821.8K
0
-100%
清仓
CMCSA
Comcast Corporation
-$756.5K
0
-100%
增持
AEP
American Electric Power Company, Inc. - Common Stock
+$635.5K
8,151
+195%
增持
BRK/B
Berkshire Hathaway Inc. New Common Stock
+$618.4K
4,270
+17%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$561.5K
46,669
+33%
增持
VTV
VANGUARD VALUE ETF
+$526.0K
20,562
+15%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$491.4K
3,054
-19%
建仓
WFC
Wells Fargo & Company Common Stock
+$472.9K
6,587
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$471.3K
8,731
+31%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$399.7K
31,990
+25%
增持
AVGO
BROADCOM INC
-$369.0K
6,272
+2%
增持
VZ
VERIZON COMMUNICATIONS I
+$352.3K
24,794
+28%
建仓
FISV
Fiserv, Inc. Common Stock
+$345.6K
1,565
增持
TOL
TOLL BROS INC
+$333.5K
10,463
+71%
建仓
—
ARBOR REALTY TRUST INC
+$318.4K
3,200
增持
VOT
VANGUARD MID CAP GROWTH ETF
+$313.4K
12,437
+16%
建仓
ABT
ABBOTT LABS
+$308.5K
2,326
增持
MMSI
MERIT MED SYS INC
+$293.6K
11,055
+22%
增持
JNJ
JOHNSON & JOHNSON
+$278.6K
6,703
+17%
建仓
META
META PLATFORMS INC CLASS A
+$273.6K
475
建仓
SO
Southern Company (The) Common Stock
+$272.0K
2,958
增持
CHTR
CHARTER COMMUNICATIONS ICLASS A
+$269.4K
3,093
+22%
增持
DHI
D R HORTON INC
+$264.6K
8,832
+41%
增持
MO
ALTRIA GROUP INC
+$263.3K
18,015
+15%
清仓
UNP
Union Pacific Corporation
-$259.0K
0
-100%
增持
MDLZ
MONDELEZ INTL INC CLASS A
+$256.6K
15,101
+18%
增持
CBOE
CBOE GLOBAL MKTS INC
+$252.0K
4,716
+13%
增持
LNTH
LANTHEUS HLDGS INC
+$243.0K
11,883
+16%
建仓
IBM
International Business Machines Corporation Common Stock
+$240.7K
968
增持
VOO
VANGUARD S&P 500 ETF
+$240.1K
13,802
+9%
增持
CL
COLGATE PALMOLIVE CO
+$235.2K
10,966
+26%
增持
VICI
VICI PPTYS INC REIT
+$233.4K
30,287
+17%
建仓
VYM
Vanguard High Dividend Yield ETF
+$217.2K
1,684
增持
SNA
SNAP ON INC
+$215.2K
2,958
+29%
增持
PEP
PEPSICO INC
+$213.5K
6,740
+28%
清仓
ORCL
Oracle Corporation
-$211.4K
0
-100%
增持
KMB
KIMBERLY CLARK CORP
+$208.9K
7,012
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$201.4K
2,214
+37%
减持
TROW
PRICE T ROWE GROUP INC
-$197.4K
9,641
-10%
增持
MSFT
MICROSOFT CORP
+$193.9K
5,550
+24%
增持
AAPL
APPLE INC
-$188.3K
10,963
+5%
增持
HSY
HERSHEY CO
+$188.0K
5,818
+22%
增持
CME
CME GROUP INC CLASS A
+$184.7K
3,874
+7%
增持
GIS
GENERAL MLS INC
+$180.1K
16,357
+31%
增持
EOG
EOG RES INC
+$175.4K
7,790
+17%
减持
OPCH
OPTION CARE HEALTH INC
+$169.3K
34,211
-15%
增持
CF
CF INDS HLDGS INC
+$167.9K
12,271
+32%
减持
GILD
GILEAD SCIENCES INC
+$166.6K
8,961
-1%
减持
DGX
QUEST DIAGNOSTICS INC
+$165.5K
5,851
-17%
增持
ZM
ZOOM COMMUNICATIONS INC CLASS A
+$152.2K
15,090
+28%
增持
PANW
PALO ALTO NETWORKS INC
+$150.3K
6,333
+24%
增持
—
Exxon Mobil Corporation Common Stock
+$149.2K
6,131
+14%
增持
PODD
INSULET CORP
+$136.9K
4,112
+1%
增持
AVT
AVNET INC
+$134.8K
22,699
+24%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$123.9K
3,249
+26%
增持
MPWR
MONOLITHIC PWR SYS INC
+$116.7K
1,837
+15%
增持
NVDA
NVIDIA CORP
-$114.8K
10,721
+11%
增持
LLY
Eli Lilly and Company Common Stock
+$111.5K
405
+41%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$107.6K
8,403
-20%
增持
LAD
LITHIA MTRS INC
+$107.1K
3,341
+37%
减持
FOXA
FOX CORP CLASS A
+$102.7K
17,719
-6%
增持
—
SKECHERS U S A INC CLASS A
+$96.4K
18,478
+30%
增持
CSCO
CISCO SYS INC
+$95.2K
16,492
+6%
增持
MTG
MGIC INVT CORP WIS
+$94.9K
24,491
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$93.8K
849
+23%
增持
MRK
MERCK & CO. INC.
+$91.2K
11,033
+29%
增持
GOOGL
ALPHABET INC CLASS A
-$89.4K
8,824
+15%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$87.9K
15,841
-3%
增持
AN
AUTONATION INC
+$77.0K
6,353
+13%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
+$70.8K
5,758
+29%
增持
ABBV
ABBVIE INC
+$52.1K
1,557
+1%
增持
AMZN
Amazon.com, Inc. - Common Stock
-$49.9K
2,912
+6%
增持
APP
APPLOVIN CORP CLASS A
-$39.8K
3,508
+18%
增持
JBL
JABIL INC
+$39.0K
7,483
+10%
增持
—
FLEX LTD F
+$37.5K
30,118
+24%
增持
IUSV
iShares Core S&P U.S. Value ETF
+$33.8K
3,808
+11%
减持
NEE
NEXTERA ENERGY INC
-$31.4K
3,314
-1%
增持
VGT
Vanguard Information Tech ETF
-$30.5K
838
+8%
增持
WSM
WILLIAMS SONOMA INC
-$29.6K
6,194
+14%
增持
IEFA
iShares Core MSCI EAFE ETF
+$28.1K
4,091
+2%
增持
INCY
INCYTE CORP
+$22.0K
15,566
+14%
增持
NBIX
NEUROCRINE BIOSCIENCES I
+$21.2K
9,499
+24%
增持
FELC
Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF
-$19.9K
12,125
+0%
建仓
CCO
Clear Channel Outdoor Holdings, Inc. Common Stock
+$14.1K
12,694
增持
HD
Home Depot, Inc. (The) Common Stock
-$12.9K
641
+1%
减持
COP
CONOCOPHILLIPS
-$6.7K
10,465
-7%
增持
VV
Vanguard Large-Cap ETF
-$6.6K
1,595
+3%
增持
LOW
LOWES COS INC
+$3.0K
1,579
+7%
增持
IVV
iShares Core S&P 500 ETF
-$1.7K
824
+4%
