Peak Wealth Management LLC
CIK 2094948 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $142.5M
- 持仓
- 59
- 截至
- 2026年6月30日
按 13F 价值排名第 7558（共 9443） · 前 80.0%
投资组合价值同比（季度）：+16.9% 13F不披露现金
- 前十大持仓权重
- 64.14%
- 前二十五大持仓权重
- 90.09%
- 持仓高于 1%
- 22
- 有效持仓数量
- 18.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 11.06% 估计买入 $22034571 · 卖出 $14620569
- 新仓位
- 7
- 增加
- 24
- 减少
- 12
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
92.2%
完整投资组合 59 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHV | $16241906 | 11.40% | 466587 | $4326634 | 上涨 ×1 | ||
| SCHG | $14908072 | 10.46% | 440546 | $3752586 | 上涨 ×1 | ||
| DYNF | $11624957 | 8.16% | 170930 | $2085440 | 上涨 ×1 | ||
| SCHF | $8708659 | 6.11% | 314392 | $-636430 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $8180532 | 5.74% | 111436 | $661559 | 上涨 ×2 | ||
| GOVT | $8120933 | 5.70% | 356494 | $787740 | 上涨 ×2 | ||
| MTUM | $7254734 | 5.09% | 21161 | $2174347 | 下跌 ×1 | ||
| BAI | $6650531 | 4.67% | 126148 | $1939481 | 下跌 ×1 | ||
| IEMG | $5526044 | 3.88% | 66707 | $-1429217 | 下跌 ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $4202671 | 2.95% | 83436 | 上涨 ×1 | |||
| BINC | $3962400 | 2.78% | 75705 | $-665238 | 下跌 ×2 | ||
| JHMB | $3913408 | 2.75% | 178328 | $275022 | 上涨 ×2 | ||
| IALT iShares Systematic Alternatives Active ETF | $3696233 | 2.59% | 131773 | 上涨 ×1 | |||
| GGOV | $3463321 | 2.43% | 68867 | 上涨 ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $3112858 | 2.18% | 4992 | $-913108 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2829541 | 1.99% | 9779 | $349593 | 上涨 ×2 | ||
| MUB | $2578833 | 1.81% | 23962 | $846012 | 上涨 ×2 | ||
| SHLD | $2451096 | 1.72% | 41050 | $73493 | 上涨 ×1 | ||
| JAJL | $2432520 | 1.71% | 81328 | $69594 | 上涨 ×1 | ||
| VOO | $2313978 | 1.62% | 3369 | $344919 | 上涨 ×2 | ||
| ZFEB | $1567675 | 1.10% | 60330 | $35896 | |||
| GLD | $1438524 | 1.01% | 3905 | $-91587 | 上涨 ×1 | ||
| SPY SPY | $1219475 | 0.86% | 1633 | $229007 | 上涨 ×1 | ||
| SUB | $1079393 | 0.76% | 10138 | $-216819 | 下跌 ×1 | ||
| QUAL | $918812 | 0.64% | 4187 | $-4111494 | 下跌 ×2 | ||
| VEA | $886706 | 0.62% | 12445 | $38799 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $853270 | 0.60% | 6241 | $-334520 | 下跌 ×2 | ||
| VTEB | $767906 | 0.54% | 15182 | $208440 | 上涨 ×2 | ||
| VUG | $716943 | 0.50% | 8323 | $165714 | 上涨 ×1 | ||
| IWD | $715169 | 0.50% | 2950 | $108987 | 上涨 ×1 | ||
| SOXL | $666775 | 0.47% | 2500 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $656014 | 0.46% | 5585 | $222674 | |||
| SPYV | $630757 | 0.44% | 10376 | $43683 | |||
| ABBV AbbVie Inc. Common Stock | $629100 | 0.44% | 2500 | $85375 | |||
| AAPR | $609079 | 0.43% | 20651 | $14537 | |||
| AMZN Amazon.com, Inc. - Common Stock | $555571 | 0.39% | 2331 | $24274 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $506084 | 0.36% | 687 | $164832 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $438062 | 0.31% | 1715 | $218470 | 上涨 ×1 | ||
| AGG | $428682 | 0.30% | 4331 | $17406 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $398670 | 0.28% | 6997 | $59209 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $337541 | 0.24% | 957 | $23088 | 上涨 ×2 | ||
| IVV | $314777 | 0.22% | 420 | $40229 | |||
| PJAN | $303176 | 0.21% | 6126 | $20584 | |||
| VTI | $290481 | 0.20% | 785 | $38645 | |||
| DIA | $288359 | 0.20% | 552 | $32678 | |||
| MSFT Microsoft Corporation - Common Stock | $284775 | 0.20% | 763 | $4251 | 上涨 ×1 | ||
| AOA | $282203 | 0.20% | 2891 | $26375 | |||
| JPM JP Morgan Chase & Co. Common Stock | $255340 | 0.18% | 780 | $26103 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $253312 | 0.18% | 2237 | $-23560 | 上涨 ×2 | ||
| VWO | $243117 | 0.17% | 4073 | $22971 | |||
| XLK XLK | $238721 | 0.17% | 1253 | ||||
| VZ Verizon Communications Inc. Common Stock | $226942 | 0.16% | 5360 | $-42130 | |||
| ZDEK | $219814 | 0.15% | 8320 | $6614 | |||
| LQD | $218140 | 0.15% | 2000 | $160 | |||
| VTV | $217494 | 0.15% | 998 | $14819 | 下跌 ×1 | ||
| DTE DTE Energy Company Common Stock | $205700 | 0.14% | 1350 | 上涨 ×1 | |||
| UJAN | $204448 | 0.14% | 4510 | 上涨 ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $202819 | 0.14% | 6652 | $1130 | |||
| WU Western Union Company (The) Common Stock | $80850 | 0.06% | 10500 | $-10815 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHV | 增持 | +76K | +$4.3M |
| SCHG | 增持 | +58K | +$3.8M |
| MTUM | 削减 | -8 | +$2.2M |
| DYNF | 增持 | +7K | +$2.1M |
| BAI | 削减 | -17K | +$1.9M |
| IEMG | 削减 | -33K | -$1.4M |
| REGN | 削减 | -219 | -$913K |
| MUB | 增持 | +8K | +$846K |
| GOVT | 增持 | +36K | +$788K |
| BINC | 削减 | -13K | -$665K |
1 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 |
|---|---|---|---|---|
| IAGG | 2026年6月30日 | 58345 | $2919584 | 不再跟踪 |
| XLK | 2026年3月31日 | 3371 | $485278 | 不再跟踪 |
| IQLT | 2026年3月31日 | 4865 | $221110 | 不再跟踪 |
| SHM | 2026年6月30日 | 4501 | $215283 | 不再跟踪 |