Peak Wealth Management LLC
CIK 2094948 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $142.5M
- Posisi
- 59
- Per tanggal
- 30 Juni 2026
#7.556 dari 9.443 berdasarkan nilai 13F · top 80.0%
Nilai portofolio QoQ: +16.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,14%
- Bobot 25 kepemilikan teratas
- 90,09%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 18,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 11,06% Perkiraan pembelian $22.034.571 · penjualan $14.620.569
- Posisi baru
- 7
- Meningkat
- 24
- Menurun
- 12
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
2,6%
Technology
2,2%
Retail
0,8%
Energy
0,6%
Communications
0,5%
Financials
0,5%
Industrials
0,3%
Telecommunication
0,2%
Utilities
0,1%
Financial Services
0,1%
Lainnya/Tidak terpetakan
92,2%
Portofolio lengkap 59 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHV | $16.241.906 | 11,40% | 466.587 | $4.326.634 | Naik ×1 | ||
| SCHG | $14.908.072 | 10,46% | 440.546 | $3.752.586 | Naik ×1 | ||
| DYNF | $11.624.957 | 8,16% | 170.930 | $2.085.440 | Naik ×1 | ||
| SCHF | $8.708.659 | 6,11% | 314.392 | $-636.430 | Turun ×1 | ||
| BND Vanguard Total Bond Market ETF | $8.180.532 | 5,74% | 111.436 | $661.559 | Naik ×2 | ||
| GOVT | $8.120.933 | 5,70% | 356.494 | $787.740 | Naik ×2 | ||
| MTUM | $7.254.734 | 5,09% | 21.161 | $2.174.347 | Turun ×1 | ||
| BAI | $6.650.531 | 4,67% | 126.148 | $1.939.481 | Turun ×1 | ||
| IEMG | $5.526.044 | 3,88% | 66.707 | $-1.429.217 | Turun ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $4.202.671 | 2,95% | 83.436 | Naik ×1 | |||
| BINC | $3.962.400 | 2,78% | 75.705 | $-665.238 | Turun ×2 | ||
| JHMB | $3.913.408 | 2,75% | 178.328 | $275.022 | Naik ×2 | ||
| IALT iShares Systematic Alternatives Active ETF | $3.696.233 | 2,59% | 131.773 | Naik ×1 | |||
| GGOV | $3.463.321 | 2,43% | 68.867 | Naik ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $3.112.858 | 2,18% | 4.992 | $-913.108 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.829.541 | 1,99% | 9.779 | $349.593 | Naik ×2 | ||
| MUB | $2.578.833 | 1,81% | 23.962 | $846.012 | Naik ×2 | ||
| SHLD | $2.451.096 | 1,72% | 41.050 | $73.493 | Naik ×1 | ||
| JAJL | $2.432.520 | 1,71% | 81.328 | $69.594 | Naik ×1 | ||
| VOO | $2.313.978 | 1,62% | 3.369 | $344.919 | Naik ×2 | ||
| ZFEB | $1.567.675 | 1,10% | 60.330 | $35.896 | |||
| GLD | $1.438.524 | 1,01% | 3.905 | $-91.587 | Naik ×1 | ||
| SPY SPY | $1.219.475 | 0,86% | 1.633 | $229.007 | Naik ×1 | ||
| SUB | $1.079.393 | 0,76% | 10.138 | $-216.819 | Turun ×1 | ||
| QUAL | $918.812 | 0,64% | 4.187 | $-4.111.494 | Turun ×2 | ||
| VEA | $886.706 | 0,62% | 12.445 | $38.799 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $853.270 | 0,60% | 6.241 | $-334.520 | Turun ×2 | ||
| VTEB | $767.906 | 0,54% | 15.182 | $208.440 | Naik ×2 | ||
| VUG | $716.943 | 0,50% | 8.323 | $165.714 | Naik ×1 | ||
| IWD | $715.169 | 0,50% | 2.950 | $108.987 | Naik ×1 | ||
| SOXL | $666.775 | 0,47% | 2.500 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $656.014 | 0,46% | 5.585 | $222.674 | |||
| SPYV | $630.757 | 0,44% | 10.376 | $43.683 | |||
| ABBV AbbVie Inc. Common Stock | $629.100 | 0,44% | 2.500 | $85.375 | |||
| AAPR | $609.079 | 0,43% | 20.651 | $14.537 | |||
| AMZN Amazon.com, Inc. - Common Stock | $555.571 | 0,39% | 2.331 | $24.274 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $506.084 | 0,36% | 687 | $164.832 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $438.062 | 0,31% | 1.715 | $218.470 | Naik ×1 | ||
| AGG | $428.682 | 0,30% | 4.331 | $17.406 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $398.670 | 0,28% | 6.997 | $59.209 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $337.541 | 0,24% | 957 | $23.088 | Naik ×2 | ||
| IVV | $314.777 | 0,22% | 420 | $40.229 | |||
| PJAN | $303.176 | 0,21% | 6.126 | $20.584 | |||
| VTI | $290.481 | 0,20% | 785 | $38.645 | |||
| DIA | $288.359 | 0,20% | 552 | $32.678 | |||
| MSFT Microsoft Corporation - Common Stock | $284.775 | 0,20% | 763 | $4.251 | Naik ×1 | ||
| AOA | $282.203 | 0,20% | 2.891 | $26.375 | |||
| JPM JP Morgan Chase & Co. Common Stock | $255.340 | 0,18% | 780 | $26.103 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $253.312 | 0,18% | 2.237 | $-23.560 | Naik ×2 | ||
| VWO | $243.117 | 0,17% | 4.073 | $22.971 | |||
| XLK XLK | $238.721 | 0,17% | 1.253 | ||||
| VZ Verizon Communications Inc. Common Stock | $226.942 | 0,16% | 5.360 | $-42.130 | |||
| ZDEK | $219.814 | 0,15% | 8.320 | $6.614 | |||
| LQD | $218.140 | 0,15% | 2.000 | $160 | |||
| VTV | $217.494 | 0,15% | 998 | $14.819 | Turun ×1 | ||
| DTE DTE Energy Company Common Stock | $205.700 | 0,14% | 1.350 | Naik ×1 | |||
| UJAN | $204.448 | 0,14% | 4.510 | Naik ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $202.819 | 0,14% | 6.652 | $1.130 | |||
| WU Western Union Company (The) Common Stock | $80.850 | 0,06% | 10.500 | $-10.815 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHV | Beli lebih banyak | +76K | +$4.3M |
| SCHG | Beli lebih banyak | +58K | +$3.8M |
| MTUM | Dipangkas | -8 | +$2.2M |
| DYNF | Beli lebih banyak | +7K | +$2.1M |
| BAI | Dipangkas | -17K | +$1.9M |
| IEMG | Dipangkas | -33K | -$1.4M |
| REGN | Dipangkas | -219 | -$913K |
| MUB | Beli lebih banyak | +8K | +$846K |
| GOVT | Beli lebih banyak | +36K | +$788K |
| BINC | Dipangkas | -13K | -$665K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IAGG | 30 Juni 2026 | 58.345 | $2.919.584 | Tidak lagi dilacak |
| XLK | 31 Maret 2026 | 3.371 | $485.278 | Tidak lagi dilacak |
| IQLT | 31 Maret 2026 | 4.865 | $221.110 | Tidak lagi dilacak |
| SHM | 30 Juni 2026 | 4.501 | $215.283 | Tidak lagi dilacak |