Peachtree Investment Partners, LLC
CIK 1743863 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $311.9M
- 持仓
- 143
- 截至
- 2026年6月30日
按 13F 价值排名第 5078（共 9443） · 前 53.8%
投资组合价值同比（季度）：+18.9% 13F不披露现金
- 前十大持仓权重
- 57.73%
- 前二十五大持仓权重
- 82.12%
- 持仓高于 1%
- 19
- 有效持仓数量
- 20.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.21% 估计买入 $43695998 · 卖出 $14975759
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 79.9% 仍持有
- 新仓位
- 24
- 增加
- 55
- 减少
- 45
- 已结清
- 10
本页内容
行业细分
Technology
26.7%
Healthcare
13.5%
Retail
12.4%
Financial Services
7.5%
Industrials
4.4%
Financials
3.0%
Communication Services
2.8%
Consumer Discretionary
1.0%
Consumer products
0.8%
Consumer Staples
0.5%
Utilities
0.2%
Real Estate
0.1%
Communications
0.1%
Energy
0.1%
其他/未映射
27.0%
完整投资组合 143 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $41170126 | 13.20% | 142280 | $5598090 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $26071470 | 8.36% | 21737 | $6040890 | 下跌 ×6 | ||
| VOO | $25365158 | 8.13% | 36932 | $9845940 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $22899728 | 7.34% | 61390 | $-735089 | 下跌 ×6 | ||
| V Visa Inc. | $14634997 | 4.69% | 42656 | $1412402 | 下跌 ×5 | ||
| SOXX SOXX | $11212454 | 3.59% | 17499 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $10846148 | 3.48% | 11594 | $-641533 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $9742315 | 3.12% | 27624 | $162594 | 下跌 ×3 | ||
| SCHG | $9568150 | 3.07% | 282747 | $1152805 | 下跌 ×2 | ||
| MCK McKesson Corporation Common Stock | $8562753 | 2.74% | 11332 | $-2862643 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $8456563 | 2.71% | 42264 | $1672994 | 上涨 ×5 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $7783847 | 2.50% | 51379 | $-170895 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7417624 | 2.38% | 31122 | $1379663 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7238425 | 2.32% | 22114 | $692865 | 下跌 ×2 | ||
| SPY SPY | $7143417 | 2.29% | 9566 | $2496490 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $6718024 | 2.15% | 13080 | $130191 | 下跌 ×4 | ||
| MTUM | $5214424 | 1.67% | 15210 | 上涨 ×1 | |||
| SCHX | $4903293 | 1.57% | 166609 | $1064775 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4602458 | 1.48% | 12879 | $1189515 | 上涨 ×1 | ||
| SCHB | $3053899 | 0.98% | 105452 | $151399 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3030302 | 0.97% | 8576 | $525877 | 下跌 ×2 | ||
| IVV | $2760763 | 0.89% | 3686 | $1786932 | 上涨 ×2 | ||
| VGT | $2665807 | 0.85% | 22304 | $894654 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2610871 | 0.84% | 6912 | $722909 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $2499094 | 0.80% | 9784 | $1375265 | 上涨 ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $2333288 | 0.75% | 4581 | $-1016889 | 下跌 ×1 | ||
| SCHD | $2290801 | 0.73% | 72242 | $-3074433 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2272617 | 0.73% | 8948 | $-172356 | 下跌 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $2210239 | 0.71% | 9869 | $107340 | 下跌 ×5 | ||
| COR Cencora, Inc. Common Stock | $2204096 | 0.71% | 7789 | $-1509734 | 下跌 ×2 | ||
| BRKB | $2136165 | 0.68% | 4269 | $-53779 | 下跌 ×5 | ||
| ROST Ross Stores, Inc. - Common Stock | $1838854 | 0.59% | 8639 | $194021 | 上涨 ×3 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $1755747 | 0.56% | 15995 | $213464 | 上涨 ×1 | ||
| SPMO | $1619762 | 0.52% | 10027 | $495635 | |||
| CAT Caterpillar, Inc. Common Stock | $1484878 | 0.48% | 1394 | $733951 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1250096 | 0.40% | 1083 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1132166 | 0.36% | 9704 | $-484813 | 下跌 ×3 | ||
| MCD McDonald's Corporation Common Stock | $1095267 | 0.35% | 4052 | $-189076 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1031865 | 0.33% | 878 | $492235 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $967177 | 0.31% | 3192 | $551342 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $943464 | 0.30% | 10397 | $-404251 | 下跌 ×4 | ||
| MAR Marriott International - Class A Common Stock | $920655 | 0.30% | 2484 | $124035 | 上涨 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $895693 | 0.29% | 11021 | $100903 | 上涨 ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $886197 | 0.28% | 7121 | $-608410 | 下跌 ×6 | ||
| GE GE Aerospace Common Stock | $864438 | 0.28% | 2313 | $20806 | 下跌 ×2 | ||
| SYK Stryker Corporation Common Stock | $847420 | 0.27% | 2692 | $-612828 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $834783 | 0.27% | 1437 | 上涨 ×1 | |||
| IWF | $811958 | 0.26% | 6539 | $151153 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $809863 | 0.26% | 1120 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $779740 | 0.25% | 1384 | $67134 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $779043 | 0.25% | 770 | $102489 | 下跌 ×2 | ||
| WMT Walmart Inc. - Common Stock | $738171 | 0.24% | 6517 | $-109359 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $694158 | 0.22% | 4734 | $-49054 | 下跌 ×5 | ||
| IJH | $675267 | 0.22% | 8757 | $80757 | 下跌 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $648578 | 0.21% | 1542 | $179790 | 上涨 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $625067 | 0.20% | 2098 | 上涨 ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $607886 | 0.19% | 2092 | $-380227 | 下跌 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $567554 | 0.18% | 2829 | $58757 | 上涨 ×1 | ||
| ROL Rollins, Inc. Common Stock | $465366 | 0.15% | 11149 | $-319696 | 下跌 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $462023 | 0.15% | 1550 | $213965 | 上涨 ×4 | ||
| FHN First Horizon Corporation Common Stock | $440717 | 0.14% | 17189 | $49503 | |||
| INTC Intel Corporation - Common Stock | $426989 | 0.14% | 3058 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $424728 | 0.14% | 1688 | $327 | 下跌 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $421007 | 0.13% | 988 | $62264 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $387393 | 0.12% | 2861 | $-41628 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $386101 | 0.12% | 758 | $-164465 | 下跌 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $377202 | 0.12% | 2980 | $-2362 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $372982 | 0.12% | 781 | $153652 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $368344 | 0.12% | 162 | 上涨 ×1 | |||
| SSB SouthState Bank Corporation Common Stock | $357105 | 0.11% | 3575 | $26381 | |||
| VTI | $347701 | 0.11% | 940 | $58617 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $340247 | 0.11% | 4729 | $39344 | 上涨 ×3 | ||
| IYY | $339538 | 0.11% | 1863 | $44957 | 上涨 ×1 | ||
| NKE Nike, Inc. Common Stock | $331497 | 0.11% | 8075 | $-159661 | 下跌 ×4 | ||
| TRV The Travelers Companies, Inc. Common Stock | $319550 | 0.10% | 968 | $83712 | 上涨 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $318450 | 0.10% | 330 | 上涨 ×1 | |||
| CW Curtiss-Wright Corporation Common Stock | $310812 | 0.10% | 410 | 上涨 ×1 | |||
| MS Morgan Stanley Common Stock | $303730 | 0.10% | 1453 | 上涨 ×1 | |||
| TFC Truist Financial Corporation Common Stock | $301858 | 0.10% | 6059 | $23796 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $298421 | 0.10% | 1061 | $-45664 | 下跌 ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $293706 | 0.09% | 2655 | $-4798 | 上涨 ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $290100 | 0.09% | 922 | $4474 | 下跌 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $289759 | 0.09% | 2255 | $51436 | 上涨 ×1 | ||
| AXP American Express Company Common Stock | $284697 | 0.09% | 842 | $-66887 | 下跌 ×2 | ||
| VTC Vanguard Total Corporate Bond ETF | $278900 | 0.09% | 3632 | $-109 | |||
| YUM Yum! Brands, Inc. | $276505 | 0.09% | 1730 | $3075 | 下跌 ×1 | ||
| VYM | $262736 | 0.08% | 1663 | $17558 | 上涨 ×5 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $257444 | 0.08% | 324 | 上涨 ×1 | |||
| GLD | $254551 | 0.08% | 691 | $-121092 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $253502 | 0.08% | 610 | ||||
| 未知发行人 (CUSIP: 438516205) | $253047 | 0.08% | 1130 | 上涨 ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $243555 | 0.08% | 1089 | 上涨 ×1 | |||
| CTAS Cintas Corporation - Common Stock | $241474 | 0.08% | 1420 | $-22354 | 下跌 ×4 | ||
| HWM Howmet Aerospace Inc. Common Stock | $240663 | 0.08% | 895 | $-18157 | 下跌 ×1 | ||
| BA Boeing Company (The) Common Stock | $237639 | 0.08% | 1098 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234570 | 0.08% | 1997 | 上涨 ×1 | |||
| C Citigroup, Inc. Common Stock | $233402 | 0.07% | 1668 | ||||
| CVX Chevron Corporation Common Stock | $229706 | 0.07% | 1386 | $-221204 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $227465 | 0.07% | 628 | $19118 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $225632 | 0.07% | 2730 | $21408 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| NVDA | $8456563 | 2.71% | 上涨 ×5 |
| ROST | $1838854 | 0.59% | 上涨 ×3 |
| CAT | $1484878 | 0.48% | 上涨 ×3 |
| TXN | $462023 | 0.15% | 上涨 ×4 |
| MO | $340247 | 0.11% | 上涨 ×3 |
| VYM | $262736 | 0.08% | 上涨 ×5 |
| SCHK | $189731 | 0.06% | 上涨 ×4 |
| SCHV | $100999 | 0.03% | 上涨 ×4 |
| VB | $29931 | 0.01% | 上涨 ×6 |
| SCHM | $12749 | 0.00% | 上涨 ×3 |
| BSV | $12170 | 0.00% | 上涨 ×6 |
| BNDW | $11350 | 0.00% | 上涨 ×6 |
| SCYB | $9246 | 0.00% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SOXX | $11212454 | 17499 | 3.59% |
| MTUM | $5214424 | 15210 | 1.67% |
| MU | $1250096 | 1083 | 0.40% |
| AMD | $834783 | 1437 | 0.27% |
| AMAT | $809863 | 1120 | 0.26% |
| MRVL | $625067 | 2098 | 0.20% |
| INTC | $426989 | 3058 | 0.14% |
| SNDK | $368344 | 162 | 0.12% |
| STX | $318450 | 330 | 0.10% |
| CW | $310812 | 410 | 0.10% |
| MS | $303730 | 1453 | 0.10% |
| CASY | $257444 | 324 | 0.08% |
| UNH | $253502 | 610 | 0.08% |
| 未知发行人 (CUSIP: 438516205) | $253047 | 1130 | 0.08% |
| SPG | $243555 | 1089 | 0.08% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SPY | 2025年6月30日 | 7878 | $4406990 | 不再跟踪 |
| VFMV | 2025年6月30日 | 21502 | $2725163 | 不再跟踪 |
| XOM | 2026年6月30日 | 7245 | $1229110 | 21.7% |
| MNST | 2026年3月31日 | 14078 | $1079360 | -34.3% |
| UNH | 2025年6月30日 | 2047 | $1072016 | 24.2% |
| NFLX | 2025年12月31日 | 434 | $520331 | -15.1% |
| FICO | 2025年3月31日 | 249 | $495742 | -36.8% |
| AZO | 2025年12月31日 | 103 | $441895 | -12.8% |
| DFS | 2025年6月30日 | 2520 | $430097 | 不再跟踪 |
| C | 2026年3月31日 | 3681 | $429590 | 16.2% |
| T | 2025年12月31日 | 15177 | $428600 | 2.1% |
| HON | 2026年6月30日 | 1801 | $407117 | -1.9% |
| ORCL | 2025年12月31日 | 1300 | $365565 | -24.9% |
| SAP | 2025年9月30日 | 1180 | $358838 | -19.4% |
| AVGO | 2025年3月31日 | 1516 | $351473 | 122.6% |
| SSBXXXX | 2025年9月30日 | 3575 | $328973 | 不再跟踪 |
| MRSH | 2025年6月30日 | 1315 | $320899 | -12.6% |
| ICE | 2025年12月31日 | 1883 | $317216 | -0.6% |
| MGK | 2026年6月30日 | 814 | $299031 | 不再跟踪 |
| PM | 2025年9月30日 | 1601 | $291511 | 17.0% |
| WPC | 2025年12月31日 | 4218 | $285007 | 11.4% |
| IWY | 2026年3月31日 | 950 | $263093 | 不再跟踪 |
| ATO | 2026年6月30日 | 1417 | $261688 | -1.7% |
| LOW | 2026年6月30日 | 1028 | $242882 | -1.3% |
| PH | 2025年3月31日 | 370 | $235331 | 66.5% |
| NFLX | 2025年3月31日 | 257 | $229069 | -91.5% |
| RSG | 2026年3月31日 | 1042 | $220844 | 0.3% |
| T | 2026年6月30日 | 7602 | $220380 | 22.6% |
| RTX | 2026年6月30日 | 1138 | $219548 | 12.1% |
| DHR | 2026年6月30日 | 1153 | $218649 | 12.4% |
| MDLZ | 2025年12月31日 | 3297 | $205957 | 19.1% |
| WM | 2026年3月31日 | 932 | $204787 | -2.6% |
| TMO | 2026年3月31日 | 352 | $204161 | 26.2% |
| PH | 2025年12月31日 | 269 | $203942 | 15.1% |
| SO | 2025年6月30日 | 2202 | $202514 | -0.8% |
| IUSV | 2025年6月30日 | 180 | $16612 | |
| VIS | 2025年3月31日 | 51 | $12848 | 不再跟踪 |
| VFH | 2026年3月31日 | 45 | $5969 | 不再跟踪 |
| VTWO | 2025年6月30日 | 65 | $5242 | |
| VYMI | 2026年6月30日 | 50 | $4712 | |
| IWP | 2025年3月31日 | 19 | $2408 | 不再跟踪 |
| FNDE | 2026年6月30日 | 46 | $1757 | 不再跟踪 |
| SCHA | 2025年6月30日 | 33 | $775 | 不再跟踪 |
| SCHH | 2025年12月31日 | 15 | $330 | 不再跟踪 |
| VMBS | 2025年3月31日 | 7 | $317 |