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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 87
减持 22
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
QQQ
Invesco QQQ Trust, Series 1
+$23.2M
39,463
+2090%
清仓
—
Invesco QQQ Trust, Series 1
-$15.4M
0
-100%
增持
GLDM
SPDR Gold MiniShares Trust
+$14.6M
178,128
+2169%
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。
清仓
—
SPDR Gold MiniShares Trust
-$12.7M
0
-100%
建仓
XLE
State Street Energy Select Sector SPDR ETF
+$10.6M
236,200
减持
XLY
State Street Consumer Discretionary Select Sector SPDR ETF
-$10.4M
5,119
-89%
增持
XLP
State Street Consumer Staples Select Sector SPDR ETF
+$9.7M
127,370
+4578%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$8.2M
360,658
+75%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$7.1M
366,490
+39%
减持
VOO
Vanguard S&P 500 ETF
-$4.7M
13,500
-37%
增持
SGOV
iShares 0-3 Month Treasury Bond ETF
+$4.6M
572,280
+9%
增持
NVDA
NVIDIA Corporation - Common Stock
+$3.6M
33,689
+135%
建仓
MU
Micron Technology, Inc. - Common Stock
+$3.1M
10,880
减持
VOT
Vanguard Mid-Cap Growth ETF
-$3.1M
16,739
-37%
建仓
ELAN
Elanco Animal Health Incorporated Common Stock
+$2.8M
121,770
建仓
UTHR
United Therapeutics Corporation - Common Stock
+$2.7M
5,581
清仓
CNC
CENTENE CORP DEL
-$2.6M
0
-100%
清仓
JBL
JABIL INC
-$2.3M
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$2.3M
0
-100%
清仓
DHI
D R HORTON INC
-$2.2M
0
-100%
建仓
—
Accenture plc Class A Ordinary Shares (Ireland)
+$2.0M
7,322
建仓
AVY
Avery Dennison Corporation Common Stock
+$2.0M
10,754
增持
VOE
Vanguard Mid-Cap Value ETF
+$1.9M
25,944
+70%
清仓
DGX
QUEST DIAGNOSTICS INC
-$1.9M
0
-100%
清仓
HSY
The Hershey Company Common Stock
-$1.7M
0
-100%
增持
VNQ
Vanguard Real Estate ETF
+$1.5M
47,473
+59%
建仓
UPS
United Parcel Service, Inc. Common Stock
+$1.3M
13,522
增持
DECK
Deckers Outdoor Corporation Common Stock
+$1.0M
27,937
+52%
增持
VUG
Vanguard Growth ETF
+$1.0M
23,346
+8%
增持
MSFT
Microsoft Corporation - Common Stock
+$977.6K
10,143
+34%
增持
VTV
Vanguard Value ETF
+$907.9K
32,383
+14%
增持
PINS
Pinterest, Inc. Class A Common Stock
+$904.9K
106,401
+85%
增持
AVGO
Broadcom Inc. - Common Stock
+$891.2K
10,030
+28%
增持
MMSI
Merit Medical Systems, Inc. - Common Stock
+$866.4K
32,472
+35%
减持
XLC
State Street Communication Services Select Sector SPDR ETF
-$849.1K
90,320
-7%
增持
PODD
Insulet Corporation - Common Stock
+$799.2K
9,742
+53%
建仓
VXUS
Vanguard Total International Stock ETF
+$788.4K
10,450
增持
SPY
State Street SPDR S&P 500 ETF Trust
+$759.1K
1,884
+139%
减持
GOOGL
Alphabet Inc. - Class A Common Stock
+$745.4K
12,295
-4%
增持
PG
Procter & Gamble Company (The) Common Stock
+$744.2K
18,218
+50%
增持
VYM
Vanguard High Dividend Yield ETF
+$733.4K
7,925
+177%
增持
NBIX
Neurocrine Biosciences, Inc. - Common Stock
+$717.1K
19,617
+33%
增持
CHWY
Chewy, Inc. Class A Common Stock
+$716.4K
86,057
+64%
增持
VBR
Vanguard Small-Cap Value ETF
+$712.3K
34,743
+9%
增持
ABT
Abbott Laboratories Common Stock
+$658.2K
25,960
+34%
增持
ZM
Zoom Communications, Inc. - Class A Common Stock
+$640.2K
32,562
+24%
建仓
SLV
iShares Silver Trust
+$638.6K
9,913
建仓
MTG
MGIC Investment Corporation Common Stock
+$632.6K
21,650
增持
RL
Ralph Lauren Corporation Common Stock
+$628.6K
7,856
+15%
增持
VB
Vanguard Small-Cap ETF
+$627.6K
5,782
+70%
增持
CHTR
Charter Communications, Inc. - Class A Common Stock
+$618.3K
13,540
+69%
增持
PHM
PulteGroup, Inc. Common Stock
+$618.1K
23,982
+44%
增持
VO
Vanguard Mid-Cap ETF
+$584.6K
5,413
+61%
增持
PANW
Palo Alto Networks, Inc. - Common Stock
+$487.9K
15,486
+33%
增持
VIG
Vanguard Div Appreciation ETF
+$487.9K
9,251
+29%
建仓
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$459.8K
8,695
增持
CMCSA
Comcast Corporation - Class A Common Stock
+$456.3K
67,834
+36%
增持
THC
Tenet Healthcare Corporation Common Stock
+$453.4K
14,359
+21%
增持
—
Flex Ltd. - Ordinary Shares
+$434.5K
45,962
+14%
增持
AAPL
Apple Inc. - Common Stock
+$429.3K
13,873
+6%
增持
EOG
EOG Resources, Inc. Common Stock
+$425.5K
19,332
+35%
增持
XLRE
State Street Real Estate Select Sector SPDR ETF
-$422.9K
255,769
+0%
增持
EXEL
Exelixis, Inc. - Common Stock
+$407.2K
62,506
+11%
增持
TROW
T. Rowe Price Group, Inc. - Common Stock
+$384.7K
19,713
+24%
增持
MPWR
Monolithic Power Systems, Inc. - Common Stock
+$383.7K
3,041
+18%
增持
VV
Vanguard Large-Cap ETF
+$368.5K
2,547
+81%
减持
APP
Applovin Corporation - Class A Common Stock
-$360.4K
4,201
-5%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$359.9K
6,903
+36%
增持
KHC
The Kraft Heinz Company - Common Stock
+$357.4K
82,968
+31%
建仓
XLU
State Street Utilities Select Sector SPDR ETF
+$354.7K
8,309
建仓
BSCQ
INVSC BULLETSHA 2026 CRPBND ETF IV
+$350.8K
17,922
增持
GILD
Gilead Sciences, Inc. - Common Stock
+$339.1K
16,607
+8%
增持
CL
Colgate-Palmolive Company Common Stock
+$339.0K
26,955
+20%
增持
CAG
ConAgra Brands, Inc. Common Stock
+$329.1K
115,744
+27%
增持
PEP
PepsiCo, Inc. - Common Stock
+$315.2K
14,895
+15%
建仓
SPYM
State Street SPDR Portfolio S&P 500 ETF
+$296.2K
3,693
建仓
PRK
Park National Corporation Common Stock
+$295.2K
1,940
增持
CME
CME Group Inc. - Class A Common Stock
+$293.9K
7,367
+16%
建仓
DGRO
iShares Core Dividend Growth ETF
+$290.7K
4,187
增持
VICI
VICI Properties Inc. Common Stock
+$288.2K
71,036
+36%
清仓
SCHB
Schwab U.S. Broad Market ETF
-$285.4K
0
-100%
增持
KMB
Kimberly-Clark Corporation - Common Stock
+$281.2K
20,187
+43%
建仓
USHY
iShares Broad USD High Yield Corporate Bond ETF
+$278.3K
7,440
增持
ITW
Illinois Tool Works Inc. Common Stock
+$273.8K
8,307
+22%
增持
JNJ
Johnson & Johnson Common Stock
+$270.5K
11,442
+1%
减持
MRK
Merck & Company, Inc. Common Stock (new)
+$270.4K
20,237
-9%
增持
VZ
Verizon Communications Inc. Common Stock
+$268.9K
52,121
+24%
增持
USB
U.S. Bancorp Common Stock
+$268.6K
38,008
+4%
增持
LLY
Eli Lilly and Company Common Stock
+$265.5K
643
+15%
建仓
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
+$255.8K
9,587
增持
MO
Altria Group, Inc.
+$249.4K
36,261
+30%
建仓
TFC
Truist Financial Corporation Common Stock
+$247.7K
5,034
增持
JPM
JP Morgan Chase & Co. Common Stock
+$236.8K
8,068
+8%
建仓
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
+$236.5K
5,517
建仓
SPPP
Sprott Physical Platinum and Palladium Trust
+$234.6K
13,928
建仓
AMD
Advanced Micro Devices, Inc. - Common Stock
+$220.8K
1,031
建仓
V
Visa Inc.
+$217.5K
620
清仓
IJR
iShares Core S&P Small-Cap ETF
-$215.6K
0
-100%
增持
GIS
General Mills, Inc. Common Stock
+$213.6K
43,035
+21%
增持
META
Meta Platforms, Inc. - Class A Common Stock
+$212.8K
1,411
+44%
建仓
—
Medtronic plc. Ordinary Shares
+$210.0K
2,186
清仓
GD
GENERAL DYNAMICS CORP
-$208.6K
0
-100%
建仓
AVUS
Avantis U.S. Equity ETF
+$208.4K
1,865
建仓
FDX
FedEx Corporation Common Stock
+$207.9K
720
清仓
FISV
Fiserv, Inc. Common Stock
-$207.4K
0
-100%
建仓
PFF
iShares Preferred and Income Securities ETF
+$206.0K
6,653
建仓
IWV
iShares Russell 3000 Fund
+$202.7K
524
减持
FOXA
Fox Corporation - Class A Common Stock
+$197.7K
28,344
-5%
增持
CF
CF Industries Holdings, Inc. Common Stock
+$191.9K
25,976
+28%
增持
GOOG
Alphabet Inc. - Class C Capital Stock
+$187.7K
1,313
+43%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$184.6K
11,630
-24%
增持
CBOE
Cboe Global Markets, Inc. Common Stock
+$174.8K
8,005
+7%
增持
MGK
Vanguard Mega Cap Growth ETF
+$173.3K
1,245
+47%
增持
VGIT
Vanguard Intermediate-Term Treasury ETF
+$170.4K
6,252
+84%
增持
AMZN
Amazon.com, Inc. - Common Stock
+$167.7K
6,873
+6%
增持
HIMS
Hims & Hers Health, Inc. Class A Common Stock
-$160.5K
82,567
+65%
增持
XLB
State Street Materials Select Sector SPDR ETF
-$155.0K
231,046
+95%
减持
BRK/B
Berkshire Hathaway Inc. New Common Stock
-$142.5K
5,576
-5%
增持
TSLA
Tesla, Inc. - Common Stock
+$128.2K
1,368
+25%
增持
SNA
Snap-On Incorporated Common Stock
+$125.7K
5,807
+7%
增持
VBK
Vanguard Small-Cap Growth ETF
+$119.5K
16,409
+1%
增持
BND
Vanguard Total Bond Market ETF
+$114.8K
9,001
+21%
减持
SCHD
Schwab US Dividend Equity ETF
-$102.2K
10,754
-26%
增持
ORCL
Oracle Corporation Common Stock
-$93.8K
1,639
+12%
增持
GEV
GE Vernova Inc. Common Stock
+$84.7K
1,026
+8%
减持
IUSV
iShares Core S&P U.S. Value ETF
-$74.0K
3,832
-18%
增持
AXP
American Express Company Common Stock
+$72.5K
884
+15%
增持
NFG
National Fuel Gas Company Common Stock
-$59.4K
5,064
+1%
增持
—
Exxon Mobil Corporation Common Stock
+$58.1K
6,774
+1%
增持
ABBV
AbbVie Inc. Common Stock
+$57.4K
2,302
+14%
增持
GE
GE Aerospace Common Stock
+$55.7K
3,812
+3%
增持
NEE
NextEra Energy, Inc. Common Stock
+$54.3K
3,834
+14%
增持
HD
Home Depot, Inc. (The) Common Stock
-$49.4K
1,843
+9%
减持
CAT
Caterpillar, Inc. Common Stock
+$47.5K
503
-0%
减持
MCD
McDonald's Corporation Common Stock
-$44.5K
719
-17%
减持
WFC
Wells Fargo & Company Common Stock
+$39.9K
6,895
-4%
减持
SO
Southern Company (The) Common Stock
-$38.3K
3,682
-3%
增持
IVW
iShares S&P 500 Growth ETF
+$38.0K
3,218
+8%
减持
GLD
SPDR Gold Shares
-$34.5K
697
-20%
增持
UNH
UnitedHealth Group Incorporated Common Stock (DE)
+$28.7K
906
+16%
减持
PCAR
PACCAR Inc. - Common Stock
+$26.4K
2,371
-0%
增持
XLF
State Street Financial Select Sector SPDR ETF
+$22.5K
6,930
+5%
减持
LOW
Lowe's Companies, Inc. Common Stock
-$22.3K
1,645
-1%
减持
VGT
Vanguard Information Tech ETF
-$21.0K
1,228
-3%
清仓
CCO
Clear Channel Outdoor Holdings, Inc. Common Stock
-$19.9K
0
-100%
增持
FELC
Fidelity Enhanced Large Cap Core ETF
+$17.5K
12,619
+1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$16.9K
4,483
+2%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
+$16.3K
8,567
+6%
减持
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-$16.1K
2,520
-7%
减持
WMT
Walmart Inc. - Common Stock
-$13.8K
2,269
-12%
