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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 20
增持 83
减持 14
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$26.5M
517,813
+103%
建仓
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$7.5M
55,489
建仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$7.5M
34,401
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。
减持
QQQ
INVESCO QQQ TRUST
-$7.2M
1,077
-94%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.2M
137,685
+330%
减持
XLP
SPDR Select Sector Fund - Consumer Staples
-$5.5M
4,377
-94%
减持
XLB
Materials Select Sector SPDR
-$5.5M
2,668
-96%
减持
GLDM
SPDR GOLD MINISHARES ETV
-$4.9M
4,184
-95%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$4.4M
130,946
+181%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.9M
82,991
+90%
减持
VO
VANGUARD MID CAP ETF
-$2.5M
2,918
-77%
增持
VUG
VANGUARD GROWTH ETF
+$2.4M
17,153
+25%
增持
VOT
VANGUARD MID CAP GROWTH ETF
+$2.4M
19,248
+55%
增持
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
+$2.4M
74,971
+26%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$1.8M
42,886
-31%
增持
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
+$1.8M
183,270
+31%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.7M
13,624
+56%
建仓
PHM
PULTEGROUP INC
+$1.6M
14,719
增持
ABT
ABBOTT LABS
+$1.5M
13,209
+468%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.4M
13,640
建仓
CNC
CENTENE CORP DEL
+$1.4M
25,639
建仓
CHWY
CHEWY INC CLASS A
+$1.3M
30,672
建仓
CAG
CONAGRA BRANDS INC
+$1.1M
54,638
清仓
TOL
TOLL BROS INC
-$1.1M
0
-100%
清仓
AVT
AVNET INC
-$1.1M
0
-100%
清仓
—
SKECHERS U S A INC CLASS A
-$1.0M
0
-100%
清仓
AN
AUTONATION INC
-$1.0M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CLASS A
-$1.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.0M
6,228
+12%
增持
VTV
VANGUARD VALUE ETF
+$1.0M
25,804
+25%
增持
VOO
VANGUARD S&P 500 ETF
+$966.8K
14,189
+3%
清仓
INCY
INCYTE CORP
-$942.5K
0
-100%
增持
NVDA
NVIDIA CORP
+$919.2K
13,173
+23%
增持
JBL
JABIL INC
+$868.5K
8,651
+16%
增持
AVGO
BROADCOM INC
+$787.2K
6,666
+6%
增持
—
FLEX LTD F
+$732.5K
34,631
+15%
增持
JPM
JPMORGAN CHASE & CO
+$610.3K
5,402
+39%
增持
PANW
PALO ALTO NETWORKS INC
+$582.7K
8,128
+28%
增持
GOOGL
ALPHABET INC CLASS A
+$569.1K
10,972
+24%
增持
LAD
LITHIA MTRS INC
+$567.8K
4,584
+37%
增持
MPWR
MONOLITHIC PWR SYS INC
+$547.9K
2,206
+20%
增持
WSM
WILLIAMS SONOMA INC
+$540.8K
9,304
+50%
增持
DHI
D R HORTON INC
+$448.1K
12,185
+38%
增持
NBIX
NEUROCRINE BIOSCIENCES I
+$444.2K
11,893
+25%
增持
TROW
PRICE T ROWE GROUP INC
+$433.9K
13,675
+42%
增持
APP
APPLOVIN CORP CLASS A
+$432.6K
3,891
+11%
增持
CSCO
CISCO SYS INC
+$423.4K
20,771
+26%
增持
USB
US BANCORP DEL
+$422.4K
28,732
+38%
增持
GAP
GAP INC
+$416.0K
65,762
+33%
增持
AMZN
AMAZON.COM INC
+$408.8K
4,389
+51%
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$406.2K
24,028
+5%
建仓
GOVT
iShares U.S. Treasury Bond ETF
+$405.6K
17,650
增持
CL
COLGATE PALMOLIVE CO
+$397.9K
15,681
+43%
增持
LNTH
LANTHEUS HLDGS INC
+$385.3K
18,874
+59%
增持
THC
TENET HEALTHCARE CORP
+$383.4K
8,922
+1%
增持
CHTR
CHARTER COMMUNICATIONS ICLASS A
+$382.9K
3,725
+20%
增持
MRK
MERCK & CO. INC.
+$371.0K
17,197
+56%
建仓
SPY
SPDR S&P 500
+$370.4K
600
增持
PODD
INSULET CORP
+$360.8K
4,585
+12%
增持
EOG
EOG RES INC
+$360.4K
11,365
+46%
建仓
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
+$344.0K
1,744
增持
CF
CF INDS HLDGS INC
+$333.6K
14,050
+14%
增持
DGX
QUEST DIAGNOSTICS INC
+$327.7K
7,336
+25%
增持
PEP
PEPSICO INC
+$324.9K
10,115
+50%
清仓
—
ARBOR REALTY TRUST INC
-$318.4K
0
-100%
建仓
ORCL
Oracle Corporation Common Stock
+$318.3K
1,456
建仓
MGK
Vanguard Mega Cap Growth ETF
+$314.3K
858
增持
VICI
VICI PPTYS INC REIT
+$311.3K
39,853
+32%
增持
BRK/B
Berkshire Hathaway Inc. New Common Stock
+$310.1K
5,320
+25%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$309.9K
14,824
+76%
增持
GILD
GILEAD SCIENCES INC
+$307.2K
11,827
+32%
增持
HSY
HERSHEY CO
+$307.2K
7,847
+35%
增持
FOXA
FOX CORP CLASS A
+$305.5K
23,348
+32%
增持
ZM
ZOOM COMMUNICATIONS INC CLASS A
+$303.6K
18,168
+20%
建仓
DFAC
Dimensional ETF U.S. Core Equity 2 ETF
+$292.7K
8,166
增持
OPCH
OPTION CARE HEALTH INC
+$283.2K
45,532
+33%
增持
MMSI
MERIT MED SYS INC
+$273.4K
15,426
+40%
增持
JNJ
JOHNSON & JOHNSON
+$270.0K
9,045
+35%
增持
LMT
LOCKHEED MARTIN CORP
+$265.9K
2,710
+22%
建仓
SCHB
Schwab U.S. Broad Market ETF
+$263.7K
11,067
增持
COP
CONOCOPHILLIPS
+$257.2K
15,113
+44%
增持
VZ
VERIZON COMMUNICATIONS I
+$256.0K
31,907
+29%
增持
SNA
SNAP ON INC
+$247.3K
3,998
+35%
建仓
TSLA
Tesla, Inc. - Common Stock
+$247.2K
778
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$245.8K
4,281
+32%
增持
MO
ALTRIA GROUP INC
+$242.9K
22,584
+25%
增持
IVV
iShares Core S&P 500 ETF
+$241.0K
1,134
+38%
增持
CBOE
CBOE GLOBAL MKTS INC
+$239.4K
5,603
+19%
增持
GIS
GENERAL MILLS INC
+$237.2K
23,455
+43%
增持
VGT
Vanguard Information Tech ETF
+$236.1K
1,041
+24%
建仓
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
+$235.0K
2,834
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$234.1K
10,594
建仓
AXP
American Express Company Common Stock
+$231.0K
724
建仓
SCHD
Schwab US Dividend Equity ETF
+$230.1K
8,682
增持
CME
CME GROUP INC CLASS A
+$225.3K
4,546
+17%
建仓
PCAR
PACCAR Inc. - Common Stock
+$225.2K
2,369
增持
KMB
KIMBERLY CLARK CORP
+$220.8K
9,448
+35%
减持
UNH
UNITEDHEALTH GROUP INC
-$193.1K
807
-5%
增持
PG
PROCTER & GAMBLE CO
+$170.7K
7,984
+24%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$143.0K
14,594
-8%
增持
AAPL
APPLE INC
+$131.3K
12,509
+14%
增持
META
META PLATFORMS INC CLASS A
+$130.3K
547
+15%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$127.6K
2,586
+54%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$111.1K
8,199
-4%
增持
LLY
ELI LILLY AND CO
+$92.6K
548
+35%
增持
FISV
Fiserv, Inc. Common Stock
-$68.9K
1,605
+3%
增持
WFC
Wells Fargo & Company Common Stock
+$67.6K
6,746
+2%
增持
—
Exxon Mobil Corporation Common Stock
-$62.4K
6,185
+1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$57.8K
4,400
+8%
增持
HD
HOME DEPOT INC
+$43.6K
760
+19%
增持
FELC
Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF
+$41.2K
12,158
+0%
增持
AEP
American Electric Power Company, Inc. - Common Stock
-$33.2K
8,264
+1%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$28.1K
3,066
+0%
减持
LOW
LOWES COS INC
-$25.4K
1,545
-2%
增持
XLF
SPDR Select Sector Fund - Financial
+$21.8K
6,832
+1%
增持
NEE
NEXTERA ENERGY INC
+$20.0K
3,672
+11%
减持
VB
Vanguard Small-Cap ETF
-$17.7K
2,643
-9%
减持
MTG
MGIC INVT CORP WIS
-$11.3K
21,393
-13%
增持
IUSV
iShares Core S&P U.S. Value ETF
+$10.6K
3,826
+0%
减持
VV
Vanguard Large-Cap ETF
-$9.5K
1,404
-12%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
+$4.6K
5,808
+1%
增持
ABBV
ABBVIE INC
+$3.5K
1,776
+14%
增持
SO
Southern Company (The) Common Stock
+$3.3K
2,998
+1%
减持
CCO
Clear Channel Outdoor Holdings, Inc. Common Stock
+$715
12,654
-0%
