Peak Retirement Planning, Inc.
CIK 2056697 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $631.6M
- 持仓
- 194
- 截至
- 2026年6月30日
按 13F 价值排名第 3262（共 9443） · 前 34.5%
投资组合价值同比（季度）：+26.0% 13F不披露现金
- 前十大持仓权重
- 39.96%
- 前二十五大持仓权重
- 61.26%
- 持仓高于 1%
- 20
- 有效持仓数量
- 37.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 16.01% 估计买入 $191334335 · 卖出 $90700997
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q2 2026 · 81.5% 仍持有
- 新仓位
- 49
- 增加
- 106
- 减少
- 34
- 已结清
- 7
本页内容
行业细分
Healthcare
10.1%
Technology
9.2%
Industrials
3.8%
Financial Services
2.8%
Communication Services
2.6%
Consumer Staples
2.2%
Consumer products
1.8%
Retail
1.3%
Financials
1.2%
Consumer Discretionary
1.1%
Energy
0.8%
Packaging
0.5%
Materials
0.5%
Real Estate
0.5%
Telecommunication
0.5%
Utilities
0.4%
Logistics & Transportation
0.1%
Communications
0.1%
其他/未映射
60.4%
完整投资组合 194 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $65819057 | 10.42% | 653810 | $-1372964 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $34651395 | 5.49% | 47055 | $22526543 | 上涨 ×1 | ||
| VEA | $28718182 | 4.55% | 403062 | $33562 | 下跌 ×1 | ||
| VWO | $18944712 | 3.00% | 317385 | $-4493776 | 下跌 ×1 | ||
| XLV XLV | $18420837 | 2.92% | 116103 | $5926855 | 上涨 ×1 | ||
| VBK | $17506388 | 2.77% | 47871 | $6696980 | 上涨 ×4 | ||
| XLE XLE | $17499881 | 2.77% | 329503 | $1407193 | 上涨 ×2 | ||
| XLY XLY | $17150956 | 2.72% | 146239 | $16806917 | 上涨 ×1 | ||
| XLRE XLRE | $17029320 | 2.70% | 386766 | $16582413 | 上涨 ×1 | ||
| XLC XLC | $16688577 | 2.64% | 155779 | $3860251 | 上涨 ×2 | ||
| VBR | $13730105 | 2.17% | 56505 | $2821641 | 上涨 ×6 | ||
| VTV | $13616124 | 2.16% | 62479 | $3812790 | 上涨 ×6 | ||
| VUG | $13473566 | 2.13% | 156415 | $5278798 | 上涨 ×1 | ||
| VOE | $11368250 | 1.80% | 57532 | $1952025 | 上涨 ×4 | ||
| VOO | $11239224 | 1.78% | 16364 | $6963478 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $10857769 | 1.72% | 54264 | $4002795 | 上涨 ×6 | ||
| VB | $10683749 | 1.69% | 35246 | $1638785 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7022587 | 1.11% | 19651 | $2626836 | 上涨 ×2 | ||
| VNQ | $6897136 | 1.09% | 71525 | $2135640 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $6865272 | 1.09% | 5948 | $3652577 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6223296 | 0.99% | 16684 | $1526972 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $6064308 | 0.96% | 5056 | $2324883 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5909088 | 0.94% | 10172 | ||||
| AAPL Apple Inc. - Common Stock | $5300702 | 0.84% | 18319 | $1582947 | 上涨 ×6 | ||
| HALO Halozyme Therapeutics, Inc. - Common Stock | $5285028 | 0.84% | 67523 | $2272163 | 上涨 ×1 | ||
| THC Tenet Healthcare Corporation Common Stock | $5198791 | 0.82% | 27789 | $2467688 | 上涨 ×5 | ||
| EXEL Exelixis, Inc. - Common Stock | $5136681 | 0.81% | 94407 | $1614537 | 上涨 ×3 | ||
| MMSI Merit Medical Systems, Inc. - Common Stock | $5131743 | 0.81% | 74008 | $2020051 | 上涨 ×6 | ||
| V Visa Inc. | $5074570 | 0.80% | 14791 | ||||
| AVGO Broadcom Inc. - Common Stock | $5055772 | 0.80% | 13384 | $1007981 | 上涨 ×6 | ||
| FLEX Flex Ltd. - Ordinary Shares | $5055193 | 0.80% | 31191 | $1534355 | 下跌 ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $5011156 | 0.79% | 29734 | $1637879 | 上涨 ×6 | ||
| RL Ralph Lauren Corporation Common Stock | $4986637 | 0.79% | 12423 | $1787015 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4836941 | 0.77% | 8587 | $4099389 | 上涨 ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $4831715 | 0.76% | 173678 | $1823540 | 上涨 ×1 | ||
| PODD Insulet Corporation - Common Stock | $4767181 | 0.75% | 31312 | $1851896 | 上涨 ×6 | ||
| ELAN Elanco Animal Health Incorporated Common Stock | $4722580 | 0.75% | 191897 | $1501416 | 上涨 ×2 | ||
| UHS Universal Health Services, Inc. Common Stock | $4652089 | 0.74% | 31287 | 上涨 ×1 | |||
| UTHR United Therapeutics Corporation - Common Stock | $4545649 | 0.72% | 8389 | $633089 | 上涨 ×2 | ||
| VTI | $4265103 | 0.68% | 11526 | $267374 | 下跌 ×3 | ||
| APP Applovin Corporation - Class A Common Stock | $4250725 | 0.67% | 8250 | $1163361 | 上涨 ×2 | ||
| CHWY Chewy, Inc. Class A Common Stock | $4206675 | 0.67% | 214080 | $811537 | 上涨 ×4 | ||
| VOT | $4069262 | 0.64% | 13285 | $-607254 | 下跌 ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $4052142 | 0.64% | 2931 | $594458 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $4043983 | 0.64% | 15923 | $1172488 | 上涨 ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $3974321 | 0.63% | 27103 | $1144248 | 上涨 ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3758369 | 0.60% | 29248 | $1160279 | 上涨 ×2 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $3703863 | 0.59% | 42913 | $97396 | 下跌 ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $3627582 | 0.57% | 33047 | $1395460 | 上涨 ×6 | ||
| CL Colgate-Palmolive Company Common Stock | $3524513 | 0.56% | 38444 | $1243601 | 上涨 ×1 | ||
| TROW T. Rowe Price Group, Inc. - Common Stock | $3516775 | 0.56% | 30933 | $1200202 | 上涨 ×5 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3515605 | 0.56% | 12998 | $1261995 | 上涨 ×3 | ||
| SNA Snap-On Incorporated Common Stock | $3455467 | 0.55% | 8587 | $1171239 | 上涨 ×6 | ||
| PGR Progressive Corporation (The) Common Stock | $3437983 | 0.54% | 15738 | 上涨 ×1 | |||
| AOS A.O. Smith Corporation Common Stock | $3421747 | 0.54% | 54556 | $1396184 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $3418156 | 0.54% | 47507 | $1029550 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3382104 | 0.54% | 10332 | $724211 | 上涨 ×5 | ||
| GIS General Mills, Inc. Common Stock | $3331721 | 0.53% | 95739 | $1325368 | 上涨 ×6 | ||
| KHC The Kraft Heinz Company - Common Stock | $3285700 | 0.52% | 139107 | $1035635 | 上涨 ×3 | ||
| AVY Avery Dennison Corporation Common Stock | $3252303 | 0.51% | 20033 | $1140758 | 上涨 ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $3204001 | 0.51% | 25360 | $891840 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $3199644 | 0.51% | 23631 | $755221 | 上涨 ×6 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $3166196 | 0.50% | 128969 | $976224 | 上涨 ×3 | ||
| CF CF Industries Holdings, Inc. Common Stock | $3078428 | 0.49% | 28436 | $218269 | 上涨 ×1 | ||
| VICI VICI Properties Inc. Common Stock | $3077734 | 0.49% | 115922 | $923352 | 上涨 ×6 | ||
| PAYX Paychex, Inc. - Common Stock | $3045651 | 0.48% | 30974 | 上涨 ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $3006902 | 0.48% | 23178 | $331893 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $2961910 | 0.47% | 69955 | $456585 | 上涨 ×1 | ||
| VIG | $2863442 | 0.45% | 12101 | $588890 | 上涨 ×6 | ||
| CME CME Group Inc. - Class A Common Stock | $2837102 | 0.45% | 12847 | $565642 | 上涨 ×6 | ||
| CBOE | $2824157 | 0.45% | 11638 | $577230 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2661813 | 0.42% | 11168 | $1037770 | 上涨 ×6 | ||
| BRKB | $2644058 | 0.42% | 5284 | $174682 | 上涨 ×1 | ||
| GLDM | $2509517 | 0.40% | 31598 | ||||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2177136 | 0.34% | 17495 | $-22031 | 上涨 ×2 | ||
| RSP | $2153069 | 0.34% | 10119 | $612624 | 上涨 ×5 | ||
| VO | $1964780 | 0.31% | 24386 | $-4500811 | 上涨 ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $1769981 | 0.28% | 12946 | $-268282 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $1640407 | 0.26% | 22346 | $-3370952 | 下跌 ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1520200 | 0.24% | 11112 | $117965 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $1473305 | 0.23% | 3942 | $341995 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1416923 | 0.22% | 4010 | $962926 | 上涨 ×3 | ||
| GEV GE Vernova Inc. Common Stock | $1276517 | 0.20% | 1087 | $341337 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1245661 | 0.20% | 2962 | $449766 | 上涨 ×4 | ||
| VGT | $1149353 | 0.18% | 9616 | $334414 | 上涨 ×1 | ||
| IVV | $1089791 | 0.17% | 1455 | $177669 | 上涨 ×2 | ||
| VYM | $1042475 | 0.17% | 6597 | $-72672 | 下跌 ×2 | ||
| XLB XLB | $984327 | 0.16% | 19365 | $-12208047 | 下跌 ×1 | ||
| SPY SPY | $902876 | 0.14% | 1209 | $-702763 | 下跌 ×1 | ||
| VTEB | $882404 | 0.14% | 17446 | $-95650 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $794073 | 0.13% | 2252 | $148238 | 上涨 ×6 | ||
| XLP XLP | $689452 | 0.11% | 8300 | $-11990996 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $654097 | 0.10% | 614 | $233461 | 上涨 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $581490 | 0.09% | 1342 | 上涨 ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $578964 | 0.09% | 9816 | $83473 | 上涨 ×3 | ||
| VV | $569227 | 0.09% | 1655 | $74581 | |||
| ABBV AbbVie Inc. Common Stock | $566930 | 0.09% | 2253 | $43130 | 下跌 ×1 | ||
| IEFA | $564848 | 0.09% | 5848 | $53842 | 上涨 ×3 | ||
| MTG MGIC Investment Corporation Common Stock | $557573 | 0.09% | 19772 | $-6320 | 下跌 ×2 | ||
| XLI XLI | $553839 | 0.09% | 2990 | $143510 | 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 |
|---|---|---|---|
| VBK | $17506388 | 2.77% | 上涨 ×4 |
| VBR | $13730105 | 2.17% | 上涨 ×6 |
| VTV | $13616124 | 2.16% | 上涨 ×6 |
| VOE | $11368250 | 1.80% | 上涨 ×4 |
| NVDA | $10857769 | 1.72% | 上涨 ×6 |
| VB | $10683749 | 1.69% | 上涨 ×4 |
| VNQ | $6897136 | 1.09% | 上涨 ×3 |
| MSFT | $6223296 | 0.99% | 上涨 ×6 |
| LLY | $6064308 | 0.96% | 上涨 ×6 |
| AAPL | $5300702 | 0.84% | 上涨 ×6 |
| THC | $5198791 | 0.82% | 上涨 ×5 |
| EXEL | $5136681 | 0.81% | 上涨 ×3 |
| MMSI | $5131743 | 0.81% | 上涨 ×6 |
| AVGO | $5055772 | 0.80% | 上涨 ×6 |
| NBIX | $5011156 | 0.79% | 上涨 ×6 |
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 |
|---|---|---|---|
| AMD | $5909088 | 10172 | 0.94% |
| V | $5074570 | 14791 | 0.80% |
| UHS | $4652089 | 31287 | 0.74% |
| PGR | $3437983 | 15738 | 0.54% |
| PAYX | $3045651 | 30974 | 0.48% |
| GLDM | $2509517 | 31598 | 0.40% |
| LRCX | $581490 | 1342 | 0.09% |
| PANW | $402244 | 1180 | 0.06% |
| AXSM | $394332 | 1611 | 0.06% |
| INTC | $387737 | 2777 | 0.06% |
| ICSH | $369508 | 7305 | 0.06% |
| KO | $328329 | 4040 | 0.05% |
| USHY | $325016 | 8779 | 0.05% |
| FLOT | $321438 | 6297 | 0.05% |
| CSCO | $318325 | 2710 | 0.05% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| QQQ | 增持 | +26K | +$22.5M |
| VOO | 增持 | +9K | +$7.0M |
| VBK | 增持 | +12K | +$6.7M |
| XLV | 增持 | +31K | +$5.9M |
| VUG | 增持 | +138K | +$5.3M |
| VO | 增持 | +2K | -$4.5M |
| VWO | 削减 | -116K | -$4.5M |
| NVDA | 增持 | +15K | +$4.0M |
| XLC | 增持 | +40K | +$3.9M |
| VTV | 增持 | +13K | +$3.8M |
6 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| TIPX | 2026年6月30日 | 190121 | $17622296 | 不再跟踪 |
| GLDM | 2026年3月31日 | 170109 | $14522197 | 不再跟踪 |
| XLV | 2025年9月30日 | 55489 | $7479396 | 不再跟踪 |
| PHM | 2026年6月30日 | 26157 | $3076361 | -6.6% |
| PANW | 2026年3月31日 | 15486 | $2852486 | 114.6% |
| CHTR | 2026年3月31日 | 13540 | $2826510 | -31.8% |
| PINS | 2026年3月31日 | 106401 | $2754729 | 25.8% |
| CNC | 2025年12月31日 | 72201 | $2576141 | 55.9% |
| FOXA | 2026年6月30日 | 41103 | $2400396 | 30.9% |
| JBL | 2025年12月31日 | 10485 | $2277079 | 39.9% |
| WSM | 2025年12月31日 | 11619 | $2270922 | 32.4% |
| DHI | 2025年12月31日 | 13088 | $2217995 | 3.0% |
| USB | 2026年3月31日 | 38008 | $2028080 | 19.7% |
| CAG | 2026年6月30日 | 127275 | $2000764 | 19.4% |
| DGX | 2025年12月31日 | 9775 | $1862948 | 38.6% |
| HSY | 2025年12月31日 | 9271 | $1734180 | 3.3% |
| LAD | 2025年9月30日 | 4584 | $1548564 | 17.6% |
| LNTH | 2025年9月30日 | 18874 | $1545060 | 95.6% |
| OPCH | 2025年9月30日 | 45532 | $1478867 | -14.4% |
| CSCO | 2025年9月30日 | 20771 | $1441121 | 62.3% |
| GAP | 2025年9月30日 | 65762 | $1434272 | -6.2% |
| COP | 2025年9月30日 | 15113 | $1356261 | 43.2% |
| LMT | 2025年9月30日 | 2710 | $1254905 | 13.9% |
| TOL | 2025年6月30日 | 10463 | $1104788 | 27.6% |
| AVT | 2025年6月30日 | 22699 | $1091595 | 65.5% |
| SKX | 2025年6月30日 | 18478 | $1049181 | 不再跟踪 |
| DKS | 2025年3月31日 | 4521 | $1035836 | -11.4% |
| AN | 2025年6月30日 | 6353 | $1028678 | 1.1% |
| MDLZ | 2025年6月30日 | 15101 | $1024603 | -4.9% |
| INCY | 2025年6月30日 | 15566 | $942521 | 87.3% |
| MCK | 2025年3月31日 | 1668 | $918724 | 27.3% |
| VLO | 2025年3月31日 | 6701 | $821766 | 162.0% |
| CMCSA | 2025年3月31日 | 20150 | $756519 | -28.3% |
| MTG | 2025年9月30日 | 21393 | $595579 | 9.2% |
| GOVT | 2025年9月30日 | 17650 | $405587 | 不再跟踪 |
| CMF | 2026年6月30日 | 6342 | $360588 | 不再跟踪 |
| XLU | 2026年3月31日 | 8309 | $354723 | 不再跟踪 |
| FTEC | 2025年9月30日 | 1744 | $343952 | 不再跟踪 |
| SCHB | 2025年12月31日 | 11099 | $285352 | 不再跟踪 |
| USHY | 2026年3月31日 | 7440 | $278254 | 不再跟踪 |
| UNP | 2025年3月31日 | 1136 | $259034 | 29.6% |
| TFC | 2026年3月31日 | 5034 | $247715 | 10.3% |
| PYLD | 2026年6月30日 | 9071 | $237660 | 不再跟踪 |
| SPPP | 2026年3月31日 | 13928 | $234553 | 不再跟踪 |
| SCHF | 2025年9月30日 | 10594 | $234137 | 不再跟踪 |
| VTEC | 2026年6月30日 | 2337 | $231593 | 不再跟踪 |
| AMD | 2026年3月31日 | 1031 | $220787 | 131.4% |
| V | 2026年3月31日 | 620 | $217472 | 21.7% |
| IJR | 2025年12月31日 | 1815 | $215631 | 不再跟踪 |
| ORCL | 2025年3月31日 | 1269 | $211416 | 4.8% |
| MDT | 2026年3月31日 | 2186 | $209987 | 6.3% |
| GD | 2025年12月31日 | 612 | $208604 | 15.3% |
| AVUS | 2026年3月31日 | 1865 | $208422 | 不再跟踪 |
| FISV | 2025年12月31日 | 1609 | $207421 | -23.3% |
| IWV | 2026年3月31日 | 524 | $202725 | 不再跟踪 |
| CCO | 2025年12月31日 | 12614 | $19930 | 7.9% |