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 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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 139 项
建仓 22
增持 96
减持 9
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
—
Invesco QQQ Trust, Series 1
+$15.4M
25,674
建仓
—
SPDR Gold MiniShares Trust
+$12.7M
166,264
增持
XLB
Materials Select Sector SPDR
+$10.4M
118,645
+4347%
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。
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$8.0M
264,360
+92%
清仓
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$7.5M
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$5.6M
7,421
-91%
增持
VOO
VANGUARD S&P 500 ETF
+$5.1M
21,449
+51%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$4.7M
206,054
+57%
增持
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$3.5M
45,939
+34%
增持
XLC
COMMUNICAT SVS SLCT SEC SPDR ETF
+$3.3M
96,997
+29%
增持
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
+$3.2M
255,001
+39%
增持
VUG
VANGUARD GROWTH ETF
+$2.9M
21,652
+26%
建仓
HIMS
HIMS & HERS HEALTH INC CLASS A
+$2.8M
50,096
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$2.6M
16,255
+98%
建仓
EXEL
EXELIXIS INC
+$2.3M
56,475
增持
VOT
VANGUARD MID CAP GROWTH ETF
+$2.3M
26,466
+38%
建仓
RL
RALPH LAUREN CORP CLASS A
+$2.1M
6,855
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$2.0M
31,843
+33%
建仓
PINS
PINTEREST INC CLASS A
+$1.8M
57,502
增持
APP
APPLOVIN CORP CLASS A
+$1.8M
4,441
+14%
建仓
ITW
ILLINOIS TOOL WKS INC
+$1.8M
6,797
建仓
KHC
KRAFT HEINZ CO
+$1.7M
63,540
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.6M
17,480
+28%
建仓
CMCSA
COMCAST CORP NEW CLASS A
+$1.6M
50,010
清仓
LAD
LITHIA MTRS INC
-$1.5M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$1.5M
0
-100%
清仓
OPCH
OPTION CARE HEALTH INC
-$1.5M
0
-100%
清仓
CSCO
CISCO SYS INC
-$1.4M
0
-100%
清仓
GAP
GAP INC
-$1.4M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$1.4M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$1.3M
0
-100%
增持
CNC
CENTENE CORP DEL
+$1.2M
72,201
+182%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$1.2M
12,764
+16%
建仓
GE
GE Aerospace Common Stock
+$1.1M
3,719
减持
VNQ
VANGUARD REAL ESTATE ETF
-$1.1M
29,783
-31%
增持
MSFT
MICROSOFT CORP
+$830.0K
7,583
+22%
增持
THC
TENET HEALTHCARE CORP
+$829.7K
11,821
+32%
增持
CHWY
CHEWY INC CLASS A
+$820.6K
52,604
+72%
增持
ABT
ABBOTT LABS
+$797.8K
19,369
+47%
增持
JPM
JP Morgan Chase & Co. Common Stock
+$796.8K
7,491
+39%
增持
AAPL
APPLE INC
+$775.8K
13,126
+5%
增持
MPWR
MONOLITHIC PWR SYS INC
+$759.1K
2,577
+17%
增持
ZM
ZOOM COMMUNICATIONS INC CLASS A
+$752.7K
26,297
+45%
增持
WSM
WILLIAMS SONOMA INC
+$750.9K
11,619
+25%
增持
AVGO
BROADCOM INC
+$742.7K
7,821
+17%
增持
VTV
VANGUARD VALUE ETF
+$716.4K
28,296
+10%
增持
JNJ
JOHNSON & JOHNSON
+$715.8K
11,312
+25%
增持
PANW
PALO ALTO NETWORKS INC
+$701.2K
11,613
+43%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$688.8K
524,601
+1%
增持
CHTR
CHARTER COMMUNICATIONS ICLASS A
+$685.5K
8,027
+115%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$669.3K
7,162
+67%
增持
DHI
D R HORTON INC
+$647.1K
13,088
+7%
增持
PHM
PULTEGROUP INC
+$641.8K
16,605
+13%
增持
SNA
SNAP ON INC
+$631.3K
5,412
+35%
增持
—
FLEX LTD F
+$613.7K
40,409
+17%
增持
NVDA
NVIDIA CORP
+$597.1K
14,354
+9%
清仓
MTG
MGIC INVT CORP WIS
-$595.6K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$594.6K
12,148
+52%
建仓
GEV
GE Vernova Inc. Common Stock
+$585.6K
952
增持
GIS
GENERAL MILLS INC
+$572.3K
35,453
+51%
增持
NBIX
Neurocrine Biosciences, Inc. - Common Stock
+$570.3K
14,711
+24%
增持
FOXA
FOX CORP CLASS A
+$565.0K
29,708
+27%
增持
CAG
CONAGRA BRANDS INC
+$556.0K
91,447
+67%
增持
MMSI
MERIT MED SYS INC
+$553.7K
23,978
+55%
增持
DGX
QUEST DIAGNOSTICS INC
+$545.2K
9,775
+33%
增持
KMB
KIMBERLY CLARK CORP
+$537.3K
14,118
+49%
增持
PODD
INSULET CORP
+$529.2K
6,380
+39%
增持
CBOE
CBOE GLOBAL MKTS INC
+$527.7K
7,479
+33%
增持
CF
CF INDS HLDGS INC
+$524.5K
20,258
+44%
增持
MO
ALTRIA GROUP INC
+$517.3K
27,875
+23%
增持
MRK
MERCK & CO. INC.
+$498.4K
22,158
+29%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$487.8K
1,802
+67%
增持
PEP
PEPSICO INC
+$486.9K
12,977
+28%
增持
VZ
VERIZON COMMUNICATIONS I
+$473.3K
42,184
+32%
建仓
NFG
National Fuel Gas Company Common Stock
+$464.8K
5,032
增持
CME
CME Group Inc. - Class A Common Stock
+$464.7K
6,357
+40%
增持
USB
U.S. Bancorp Common Stock
+$459.3K
36,405
+27%
增持
AMZN
AMAZON.COM INC
+$455.8K
6,461
+47%
增持
DECK
DECKERS OUTDOOR CORP
+$453.6K
18,343
+34%
增持
HSY
The Hershey Company Common Stock
+$432.0K
9,271
+18%
增持
VICI
VICI PPTYS INC REIT
+$410.1K
52,416
+32%
清仓
GOVT
iShares U.S. Treasury Bond ETF
-$405.6K
0
-100%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$405.2K
5,073
+65%
增持
HD
HOME DEPOT INC
+$405.1K
1,687
+122%
增持
JBL
JABIL INC
+$390.3K
10,485
+21%
增持
GILD
Gilead Sciences, Inc. - Common Stock
+$388.0K
15,309
+29%
增持
CL
COLGATE PALMOLIVE CO
+$365.6K
22,404
+43%
增持
BRK/B
Berkshire Hathaway Inc. New Common Stock
+$361.1K
5,858
+10%
建仓
IVW
iShares S&P 500 Growth ETF
+$358.7K
2,971
清仓
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
-$344.0K
0
-100%
增持
GLDM
SPDR GOLD MINISHARES ETV
+$326.1K
7,852
+88%
增持
META
META PLATFORMS INC CLASS A
+$315.0K
979
+79%
增持
TROW
T. Rowe Price Group, Inc. - Common Stock
+$313.9K
15,915
+16%
建仓
GLD
SPDR GOLD SHARES ETF
+$310.6K
874
增持
VOE
VANGUARD MID CAP VALUE ETF
+$267.9K
15,282
+5%
建仓
WMT
WALMART INC
+$266.5K
2,586
建仓
MCD
MCDONALDS CORP
+$264.2K
869
增持
VGT
Vanguard Information Tech ETF
+$256.4K
1,268
+22%
增持
EOG
EOG RES INC
+$245.1K
14,311
+26%
建仓
CAT
CATERPILLAR INC
+$240.7K
505
增持
TSLA
Tesla, Inc. - Common Stock
+$239.7K
1,095
+41%
增持
VB
Vanguard Small-Cap ETF
+$237.5K
3,397
+29%
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$234.1K
0
-100%
建仓
GOOG
Alphabet Inc. - Class C Capital Stock
+$224.4K
921
建仓
PLTR
Palantir Technologies Inc. - Class A Common Stock
+$219.3K
1,202
建仓
IJR
iShares Core S&P Small-Cap ETF
+$215.6K
1,815
建仓
GD
GENERAL DYNAMICS CORP
+$208.6K
612
建仓
VGIT
Vanguard Intermediate-Term Treasury ETF
+$204.2K
3,402
增持
VO
VANGUARD MID CAP ETF
+$169.7K
3,358
+15%
增持
SCHD
Schwab US Dividend Equity ETF
+$167.1K
14,548
+68%
增持
SPY
SPDR S&P 500
+$155.2K
789
+32%
减持
XLP
SPDR Select Sector Fund - Consumer Staples
-$141.1K
2,723
-38%
增持
ABBV
AbbVie Inc. Common Stock
+$139.0K
2,024
+14%
增持
IVV
iShares Core S&P 500 ETF
+$124.7K
1,238
+9%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
+$115.5K
8,047
+39%
增持
IUSV
iShares Core S&P U.S. Value ETF
+$104.9K
4,672
+22%
增持
AEP
American Electric Power Company, Inc. - Common Stock
+$95.3K
8,469
+2%
增持
ORCL
Oracle Corporation Common Stock
+$94.9K
1,469
+1%
增持
—
Exxon Mobil Corporation Common Stock
+$90.4K
6,715
+9%
增持
SO
Southern Company (The) Common Stock
+$84.0K
3,792
+26%
增持
LOW
LOWES COS INC
+$76.1K
1,667
+8%
增持
FISV
Fiserv, Inc. Common Stock
-$69.3K
1,609
+0%
增持
WFC
Wells Fargo & Company Common Stock
+$62.2K
7,190
+7%
增持
VYM
Vanguard High Dividend Yield ETF
+$59.2K
2,866
+11%
增持
FELC
Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF
+$44.8K
12,455
+2%
增持
IBM
International Business Machines Corporation Common Stock
+$44.7K
1,169
+21%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$42.7K
15,368
+4%
增持
VV
Vanguard Large-Cap ETF
+$32.9K
1,408
+0%
减持
MGK
Vanguard Mega Cap Growth ETF
+$26.2K
846
-1%
增持
AXP
American Express Company Common Stock
+$23.5K
766
+6%
增持
DFAC
Dimensional ETF U.S. Core Equity 2 ETF
+$23.2K
8,188
+0%
增持
SCHB
Schwab U.S. Broad Market ETF
+$21.6K
11,099
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$18.8K
783
-3%
增持
PCAR
PACCAR Inc. - Common Stock
+$8.0K
2,372
+0%
减持
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-$7.9K
2,700
-5%
减持
CCO
Clear Channel Outdoor Holdings, Inc. Common Stock
+$5.1K
12,614
-0%
增持
LLY
ELI LILLY AND CO
-$1.9K
557
+2%
减持
NEE
NextEra Energy, Inc. Common Stock
-$1.4K
3,358
-9%
减持
XLF
SPDR Select Sector Fund - Financial
-$679
6,629
-3%
