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Peak Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Peak Wealth Management LLC

报告期 2026-03-31 · CIK 0002094948

持仓数

54

前50大市值合计

$121.2M

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 调仓2025-12-31 → 2026-03-31 · 共 43 项建仓 5增持 23减持 13清仓 2

方向

标的

Δ市值

现股数(环比)

增持

GOVT ISHARES TR

+$3.4M

320,087 +86%

增持

SCHF SCHWAB STRATEGIC TR

+$2.4M

377,579 +31%

建仓

SHLD GLOBAL X FDS

+$2.4M

33,563

减持

SCHG SCHWAB STRATEGIC TR

-$2.1M

382,955 -6%

减持

DYNF BLACKROCK ETF TRUST

-$2.0M

163,966 -13%

减持

BINC BLACKROCK ETF TRUST II

-$1.7M

89,113 -26%

减持

GLD SPDR GOLD TR

-$1.5M

3,556 -53%

减持

SCHV SCHWAB STRATEGIC TR

-$747.6K

390,665 -9%

增持

IEMG ISHARES INC

+$583.3K

99,717 +5%

清仓

XLK SELECT SECTOR SPDR TR

-$485.3K

0 -100%

增持

BAI BLACKROCK ETF TRUST

+$468.1K

142,976 +12%

减持

QUAL ISHARES TR

-$385.6K

26,225 -4%

减持

— EXXON MOBIL CORP

+$344.8K

7,001 -0%

增持

MUB ISHARES TR

+$284.0K

16,324 +21%

建仓

PJAN INNOVATOR ETFS TRUST

+$282.6K

6,126

清仓

IQLT ISHARES TR

-$221.1K

0 -100%

建仓

VWO VANGUARD INTL EQUITY INDEX F

+$220.1K

4,073

建仓

GLW CORNING INC

+$219.6K

1,615

增持

SUB ISHARES TR

+$217.5K

12,171 +20%

增持

IAGG ISHARES TR

+$212.9K

58,345 +8%

增持

MTUM ISHARES TR

+$202.8K

21,169 +9%

建仓

VTV VANGUARD INDEX FDS

+$202.7K

1,033

增持

AAPL APPLE INC

-$174.6K

9,772 +0%

增持

BND VANGUARD BD INDEX FDS

+$160.1K

102,104 +3%

增持

JHMB JOHN HANCOCK EXCHANGE TRADED

+$110.4K

165,282 +4%

增持

VEA VANGUARD TAX-MANAGED FDS

+$92.7K

13,232 +9%

减持

MSFT MICROSOFT CORP

-$89.1K

758 -1%

减持

VUG VANGUARD INDEX FDS

-$81.5K

1,262 -3%

减持

JAJL INNOVATOR ETFS TRUST

-$79.7K

81,284 -3%

增持

VOO VANGUARD INDEX FDS

-$64.8K

3,295 +2%

增持

AMZN AMAZON COM INC

+$55.3K

2,551 +24%

增持

VZ VERIZON COMMUNICATIONS INC

+$54.8K

5,360 +2%

增持

BAC BANK AMERICA CORP

-$41.3K

6,963 +1%

增持

WMT WALMART INC

+$29.2K

2,228 +0%

增持

VTI VANGUARD INDEX FDS

+$18.5K

785 +13%

增持

HD HOME DEPOT INC

-$14.2K

956 +0%

减持

IWD ISHARES TR

+$9.0K

2,837 -0%

增持

REGN REGENERON PHARMACEUTICALS

+$8.8K

5,211 +0%

减持

AGG ISHARES TR

-$6.2K

4,143 -1%

增持

SHM SPDR SERIES TRUST

+$5.7K

4,501 +3%

增持

AOA ISHARES TR

+$4.7K

2,891 +3%

增持

VTEB VANGUARD MUN BD FDS

+$2.4K

11,214 +1%

减持

CSCO CISCO SYS INC

-$1.9K

5,585 -1%

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。