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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 87
减持 26
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
TIPX
SPDR Gold MiniShares
+$17.6M
190,121
清仓
GLDM
SPDR Gold MiniShares Trust
-$15.2M
0
-100%
建仓
XLV
State Street Health Care Select Sector SPDR
+$12.5M
85,219
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
-$12.1M
21,007
-47%
减持
XLRE
State Street Real Estate Select Sector SPDR
-$9.9M
10,946
-96%
增持
SGOV
iShares 0-3 Month Treasury Bond
+$9.7M
667,515
+17%
增持
VB
Vanguard Small-Cap
+$7.6M
34,533
+497%
增持
VBK
Vanguard Small-Cap Growth
+$5.9M
35,763
+118%
增持
VEA
Vanguard FTSE Developed Markets
+$5.8M
447,638
+22%
增持
XLE
State Street Energy Select Sector SPDR
+$5.5M
262,695
+11%
增持
VO
Vanguard Mid-Cap
+$4.9M
22,514
+316%
增持
VOE
Vanguard Mid-Cap Value
+$4.8M
51,097
+97%
增持
BND
Vanguard Total Bond Market
+$4.3M
68,052
+656%
减持
VOO
Vanguard S&P 500
-$4.2M
7,155
-47%
增持
VWO
Vanguard FTSE Emerging Markets
+$4.0M
433,645
+20%
增持
VTV
Vanguard Value
+$3.6M
49,966
+54%
增持
VBR
Vanguard Small-Cap Value
+$3.6M
50,212
+45%
减持
VUG
Vanguard Growth
-$3.2M
18,761
-20%
增持
LLY
Eli Lilly and Company
+$3.0M
4,066
+532%
建仓
HALO
Halozyme Therapeutics, Inc.
+$3.0M
46,617
建仓
TOST
Toast, Inc.
+$3.0M
113,473
清仓
PANW
Palo Alto Networks, Inc. - Common Stock
-$2.9M
0
-100%
清仓
CHTR
Charter Communications, Inc. - Class A Common Stock
-$2.8M
0
-100%
增持
XLP
State Street Consumer Staples Select Sector SPDR
+$2.8M
154,677
+21%
清仓
PINS
Pinterest, Inc. Class A Common Stock
-$2.8M
0
-100%
增持
XLB
State Street Materials Select Sector SPDR
+$2.7M
264,006
+14%
增持
XLC
State Street Communication Services Select Sector SPDR
+$2.2M
115,716
+28%
清仓
USB
U.S. Bancorp Common Stock
-$2.0M
0
-100%
建仓
AOS
A.O. Smith Corporation
+$2.0M
30,718
减持
VTI
Vanguard Total Stock Market
-$1.7M
12,461
-27%
增持
HIMS
Hims & Hers Health, Inc.
+$1.4M
198,427
+140%
增持
—
Exxon Mobil Corporation
+$1.2M
12,014
+77%
增持
UTHR
United Therapeutics Corporation
+$1.2M
6,598
+18%
减持
CF
CF Industries Holdings, Inc.
+$851.1K
22,028
-15%
增持
ZM
Zoom Communications, Inc.
+$796.7K
44,862
+38%
增持
EXEL
Exelixis, Inc.
+$782.5K
82,120
+31%
增持
—
Flex Ltd.
+$743.8K
53,786
+17%
增持
MPWR
Monolithic Power Systems, Inc.
+$701.6K
3,162
+4%
减持
EOG
EOG Resources, Inc.
+$645.0K
18,503
-4%
增持
NBIX
Neurocrine Biosciences, Inc.
+$591.1K
25,606
+31%
增持
AVGO
Broadcom Inc.
+$576.5K
13,078
+30%
增持
NVDA
NVIDIA Corporation
+$571.9K
39,306
+17%
增持
VNQ
Vanguard Real Estate
+$560.6K
53,681
+13%
增持
CHWY
Chewy, Inc.
+$550.9K
125,746
+46%
增持
GOOGL
Alphabet Inc.
+$547.4K
15,286
+24%
增持
JNJ
Johnson & Johnson
+$503.6K
11,747
+3%
增持
MRK
Merck & Company, Inc.
+$468.0K
21,599
+7%
增持
ELAN
Elanco Animal Health Incorporated
+$465.5K
134,608
+11%
增持
AEP
American Electric Power Company, Inc.
+$442.3K
10,698
+29%
增持
RL
Ralph Lauren Corporation
+$421.5K
9,301
+18%
建仓
XLI
State Street Industrial Select Sector SPDR
+$410.3K
2,537
增持
VTEB
Vanguard Tax-Exempt Bond
+$393.2K
19,604
+69%
减持
VZ
Verizon Communications Inc.
+$382.4K
49,907
-4%
建仓
CMF
iShares California Muni Bond
+$360.6K
6,342
清仓
XLU
State Street Utilities Select Sector SPDR ETF
-$354.7K
0
-100%
减持
BRK/B
Berkshire Hathaway Inc.
-$333.4K
5,153
-8%
增持
FOXA
Fox Corporation
+$329.3K
41,103
+45%
增持
SPY
State Street SPDR S&P 500
+$321.0K
2,469
+31%
减持
VV
Vanguard Large-Cap
-$307.3K
1,655
-35%
增持
PEP
PepsiCo, Inc.
+$306.7K
15,741
+6%
建仓
CVX
Chevron Corporation
+$306.0K
1,479
增持
TROW
T. Rowe Price Group, Inc.
+$298.4K
25,700
+30%
减持
MO
Altria Group, Inc.
+$297.8K
36,196
-0%
建仓
SUSL
iShares ESG MSCI USA Leaders
+$289.6K
2,549
增持
SNA
Snap-On Incorporated
+$283.0K
6,289
+8%
清仓
USHY
iShares Broad USD High Yield Corporate Bond ETF
-$278.3K
0
-100%
减持
GILD
Gilead Sciences, Inc.
+$273.8K
16,590
-0%
减持
XLY
State Street Consumer Discretionary Select Sector SPDR
-$267.3K
3,157
-38%
增持
GEV
GE Vernova Inc.
+$264.9K
1,071
+4%
增持
PHM
PulteGroup, Inc.
+$264.2K
26,157
+9%
增持
CME
CME Group Inc.
+$259.8K
7,691
+4%
增持
APP
Applovin Corporation
+$257.0K
7,757
+85%
增持
MMSI
Merit Medical Systems, Inc.
+$249.6K
45,143
+39%
清仓
TFC
Truist Financial Corporation Common Stock
-$247.7K
0
-100%
建仓
XVV
iShares ESG Select Screened S&P 500
+$241.7K
4,910
增持
VIG
Vanguard Div Appreciation
+$241.3K
10,576
+14%
建仓
NOC
Northrop Grumman Corporation
+$241.2K
354
建仓
VRT
Vertiv Holdings, LLC
+$238.8K
953
建仓
IUSG
iShares Core S&P U.S. Growth
+$238.5K
1,538
增持
KHC
The Kraft Heinz Company
+$238.1K
100,047
+21%
减持
CBOE
Cboe Global Markets, Inc.
+$237.7K
7,994
-0%
增持
—
Accenture plc
+$234.8K
11,091
+51%
清仓
SPPP
Sprott Physical Platinum and Palladium Trust
-$234.6K
0
-100%
建仓
VTEC
Vanguard California Tax-Exempt Bond
+$231.6K
2,337
建仓
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
+$221.0K
654
清仓
AMD
Advanced Micro Devices, Inc. - Common Stock
-$220.8K
0
-100%
建仓
DUK
Duke Energy Corporation (Holding Company)
+$220.0K
1,680
增持
PG
Procter & Gamble Company (The)
+$219.3K
19,593
+8%
增持
RSP
Invesco S&P 500 Equal Weight
+$218.1K
8,026
+16%
清仓
V
Visa Inc.
-$217.5K
0
-100%
建仓
NOSIX
NORTHERN STOCK INDEX
+$216.4K
3,329
增持
DECK
Deckers Outdoor Corporation
+$216.4K
31,098
+11%
建仓
MS
Morgan Stanley
+$213.5K
1,298
建仓
PM
Philip Morris International Inc
+$212.1K
1,283
清仓
—
Medtronic plc. Ordinary Shares
-$210.0K
0
-100%
增持
MSFT
Microsoft Corporation
-$209.1K
12,687
+25%
清仓
AVUS
Avantis U.S. Equity ETF
-$208.4K
0
-100%
增持
ITW
Illinois Tool Works Inc.
+$207.5K
8,658
+4%
建仓
BNDX
Vanguard Total International Bond
+$206.9K
4,307
建仓
RTX
RTX Corporation
+$203.3K
1,054
清仓
IWV
iShares Russell 3000 Fund
-$202.7K
0
-100%
建仓
COST
Costco Wholesale Corporation
+$201.1K
202
建仓
SPYG
State Street SPDR Portfolio S&P 500 Growth
+$200.1K
2,044
增持
KMB
Kimberly-Clark Corporation
+$195.5K
23,138
+15%
减持
META
Meta Platforms, Inc.
-$194.1K
1,289
-9%
增持
TSLA
Tesla, Inc.
+$180.7K
2,141
+57%
减持
WFC
Wells Fargo & Company
-$170.4K
5,931
-14%
增持
CMCSA
Comcast Corporation
+$162.4K
76,279
+12%
增持
VICI
VICI Properties Inc.
+$156.8K
78,857
+11%
增持
AVY
Avery Dennison Corporation
+$155.6K
12,228
+14%
减持
CL
Colgate-Palmolive Company
+$150.9K
26,762
-1%
增持
PODD
Insulet Corporation
+$146.2K
13,893
+43%
增持
PLTR
Palantir Technologies Inc.
+$134.8K
2,390
+98%
增持
CAT
Caterpillar, Inc.
+$132.4K
594
+18%
增持
SLV
iShares Silver
+$123.0K
11,177
+13%
增持
THC
Tenet Healthcare Corporation
-$122.4K
14,472
+1%
增持
VGIT
Vanguard Intermediate-Term Treasury
+$120.8K
8,321
+33%
减持
VGT
Vanguard Information Tech
-$111.1K
1,168
-5%
增持
IEFA
iShares Core MSCI EAFE
+$109.9K
5,645
+26%
减持
MU
Micron Technology, Inc.
+$107.3K
9,510
-13%
减持
MGK
Vanguard Mega Cap Growth
-$106.4K
1,109
-11%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond
-$99.5K
6,856
-21%
减持
LOW
Lowe's Companies, Inc.
-$99.1K
1,259
-23%
增持
VCIT
Vanguard Intermediate-Term Corporate Bond
+$89.3K
3,630
+44%
增持
NEE
NextEra Energy, Inc.
+$87.8K
4,259
+11%
增持
IVV
iShares Core S&P 500
+$82.4K
1,396
+15%
增持
VXUS
Vanguard Total International Stock
+$70.3K
11,136
+7%
减持
MTG
MGIC Investment Corporation
-$68.7K
21,482
-1%
减持
DGRO
iShares Core Dividend Growth
-$64.8K
3,218
-23%
增持
WMT
Walmart Inc.
+$64.8K
2,555
+13%
增持
JPM
JP Morgan Chase & Co.
+$58.4K
9,036
+12%
增持
FDX
FedEx Corporation
+$56.1K
741
+3%
增持
AAPL
Apple Inc.
-$53.8K
14,649
+6%
增持
GLD
SPDR Gold
+$49.1K
756
+8%
增持
UNH
UnitedHealth Group Incorporated
-$49.0K
925
+2%
增持
GE
GE Aerospace
-$43.0K
3,987
+5%
增持
GOOG
Alphabet Inc.
+$42.0K
1,583
+21%
增持
ORCL
Oracle Corporation
-$41.3K
1,890
+15%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund
-$40.1K
7,681
-10%
增持
SO
Southern Company (The)
+$38.0K
3,720
+1%
增持
AMZN
Amazon.com, Inc.
+$37.7K
7,798
+13%
增持
SCHD
Schwab US Dividend Equity
+$37.5K
10,837
+1%
增持
AXP
American Express Company
-$37.1K
958
+8%
增持
XLF
State Street Financial Select Sector SPDR
-$36.0K
6,958
+0%
增持
MCD
McDonald's Corporation
+$28.8K
799
+11%
增持
PRK
Park National Corporation
+$24.1K
1,953
+1%
增持
ABT
Abbott Laboratories
-$23.4K
31,451
+21%
增持
FELC
Fidelity Enhanced Large Cap Core
-$22.7K
12,654
+0%
增持
PCAR
PACCAR Inc.
+$22.5K
2,443
+3%
减持
VYM
Vanguard High Dividend Yield
-$22.3K
7,530
-5%
