Peloton Wealth Strategists
INDIANAPOLIS IN · SEC CIK 0001080132
$2.47亿2026Q1 申报市值
86持仓数
33.5%前十大占比 · 第一大 4.6%
10 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFLX 新建仓+$284.30万
STE 新建仓+$225.30万
IWP 新建仓+$191.80万
VRT 加仓+$181.30万
ZTS 加仓+$162.50万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$316.55万
TFC 清仓-$235.20万
IWN 清仓-$195.70万
BBY 清仓-$193.90万
SCZ 减仓-$180.81万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | $1,135.30万 | 4.59% | 39,480 | -970 | -2.4% | -$27.89万 | 减仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,011.10万 | 4.09% | 399,188 | 8,628 | 2.2% | $21.85万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $915.60万 | 3.70% | 393,645 | 18,050 | 4.8% | $41.98万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $852.80万 | 3.45% | 351,820 | 1,395 | 0.4% | $3.38万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $820.10万 | 3.32% | 374,650 | 14,800 | 4.1% | $32.40万 | 加仓 |
| AMZN | AMAZON COM INC COM | $806.50万 | 3.26% | 38,725 | -305 | -0.8% | -$6.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $726.70万 | 2.94% | 14,544 | -418 | -2.8% | -$20.89万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $725.10万 | 2.93% | 299,140 | -2,685 | -0.9% | -$6.51万 | 减仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $643.30万 | 2.60% | 307,350 | 61,000 | 24.8% | $127.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $634.90万 | 2.57% | 21,585 | -1,575 | -6.8% | -$46.33万 | 减仓 |
| RTX | RTX CORPORATION COM | $615.80万 | 2.49% | 31,925 | -975 | -3.0% | -$18.81万 | 减仓 |
| CMI | CUMMINS INC COM | $572.30万 | 2.31% | 10,638 | -775 | -6.8% | -$41.69万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $541.60万 | 2.19% | 14,630 | -297 | -2.0% | -$10.99万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $530.00万 | 2.14% | 21,150 | 7,235 | 52.0% | $181.30万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $523.10万 | 2.12% | 89,000 | 6,025 | 7.3% | $35.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $450.30万 | 1.82% | 9,161 | -2,895 | -24.0% | -$142.30万 | 减仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $434.30万 | 1.76% | 3,645 | 200 | 5.8% | $23.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $413.70万 | 1.67% | 4,890 | -695 | -12.4% | -$58.80万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $409.20万 | 1.66% | 31,235 | -700 | -2.2% | -$9.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $408.10万 | 1.65% | 9,140 | 100 | 1.1% | $4.46万 | 加仓 |
| AMGN | AMGEN INC COM | $399.70万 | 1.62% | 11,360 | -125 | -1.1% | -$4.40万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $393.60万 | 1.59% | 12,376 | -421 | -3.3% | -$13.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $352.30万 | 1.42% | 48,985 | 3,658 | 8.1% | $26.31万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $351.30万 | 1.42% | 36,420 | 12,725 | 53.7% | $122.74万 | 加仓 |
| CSCO | CISCO SYS INC COM | $344.30万 | 1.39% | 44,375 | 50 | 0.1% | $3,879 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $342.10万 | 1.38% | 18,755 | 6,505 | 53.1% | $118.65万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $337.40万 | 1.36% | 133,500 | 39,000 | 41.3% | $98.57万 | 加仓 |
| C | CITIGROUP INC COM NEW | $336.60万 | 1.36% | 29,680 | -1,170 | -3.8% | -$13.27万 | 减仓 |
| DHI | D R HORTON INC COM | $334.30万 | 1.35% | 24,365 | 7,375 | 43.4% | $101.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $325.20万 | 1.32% | 3,264 | -45 | -1.4% | -$4.48万 | 减仓 |
| NKE | NIKE INC CL B | $323.80万 | 1.31% | 61,295 | 6,425 | 11.7% | $33.94万 | 加仓 |
| CRM | SALESFORCE INC COM | $316.90万 | 1.28% | 16,978 | -5,550 | -24.6% | -$103.59万 | 减仓 |
| TGT | TARGET CORP COM | $296.00万 | 1.20% | 24,422 | 1,735 | 7.6% | $21.03万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | $285.50万 | 1.15% | 44,250 | 850 | 2.0% | $5.48万 | 加仓 |
| NFLX | NETFLIX INC. COM | $284.30万 | 1.15% | 29,570 | 29,570 | — | $284.30万 | 新建仓 |
| ABBV | ABBVIE INC COM | $281.10万 | 1.14% | 12,925 | -150 | -1.1% | -$3.26万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $280.90万 | 1.14% | 22,245 | 1,005 | 4.7% | $12.69万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $275.00万 | 1.11% | 74,830 | 13,650 | 22.3% | $50.16万 | 加仓 |
| ZTS | ZOETIS INC CL A | $270.80万 | 1.10% | 22,910 | 13,748 | 150.1% | $162.50万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $260.30万 | 1.05% | 35,925 | -1,970 | -5.2% | -$14.27万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $255.70万 | 1.03% | 7,480 | -9,260 | -55.3% | -$316.55万 | 减仓 |
| PEP | PEPSICO INC COM | $255.00万 | 1.03% | 16,420 | -2,275 | -12.2% | -$35.33万 | 减仓 |
| GRMN | GARMIN LTD SHS | $254.70万 | 1.03% | 10,980 | 1,655 | 17.7% | $38.39万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $253.00万 | 1.02% | 5,489 | 2,505 | 83.9% | $115.46万 | 加仓 |
| SLB | SLB LIMITED COM STK | $235.10万 | 0.95% | 45,750 | 2,000 | 4.6% | $10.28万 | 加仓 |
| STE | STERIS PLC SHS USD | $225.30万 | 0.91% | 10,190 | 10,190 | — | $225.30万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $223.00万 | 0.90% | 11,247 | 3,849 | 52.0% | $76.32万 | 加仓 |
| — | HONEYWELL INTL INC COM | $214.80万 | 0.87% | 9,505 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $203.00万 | 0.82% | 13,931 | 231 | 1.7% | $3.37万 | 加仓 |
| INTU | INTUIT COM | $196.60万 | 0.80% | 4,546 | -950 | -17.3% | -$41.08万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $191.80万 | 0.78% | 14,972 | 14,972 | — | $191.80万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $175.70万 | 0.71% | 13,335 | -225 | -1.7% | -$2.96万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $170.90万 | 0.69% | 4,017 | -222 | -5.2% | -$9.44万 | 减仓 |
| MCD | MCDONALDS CORP COM | $165.80万 | 0.67% | 5,335 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $148.90万 | 0.60% | 17,180 | 3,750 | 27.9% | $32.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $148.60万 | 0.60% | 12,105 | 12,105 | — | $148.60万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $145.00万 | 0.59% | 24,571 | 13,504 | 122.0% | $79.69万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $142.20万 | 0.58% | 7,175 | 7,175 | — | $142.20万 | 新建仓 |
| HD | HOME DEPOT INC COM | $130.60万 | 0.53% | 3,971 | -265 | -6.3% | -$8.72万 | 减仓 |
| LLY | ELI LILLY & CO COM | $109.10万 | 0.44% | 1,186 | 10 | 0.9% | $9,199 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $105.40万 | 0.43% | 49,028 | 49,028 | — | $105.40万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC COM | $97.40万 | 0.39% | 2,850 | -2,117 | -42.6% | -$72.35万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $95.70万 | 0.39% | 1,703 | -1,130 | -39.9% | -$63.50万 | 减仓 |
| APH | AMPHENOL CORP CL A | $91.00万 | 0.37% | 7,200 | 7,200 | — | $91.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $78.00万 | 0.32% | 4,473 | -90 | -2.0% | -$1.57万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $70.10万 | 0.28% | 13,328 | 1,456 | 12.3% | $7.66万 | 加仓 |
| AAPL | APPLE INC COM | $69.50万 | 0.28% | 2,738 | -100 | -3.5% | -$2.54万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $66.20万 | 0.27% | 27,820 | 3,810 | 15.9% | $9.07万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $57.00万 | 0.23% | 4,584 | 345 | 8.1% | $4.29万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $49.80万 | 0.20% | 1,050 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $47.40万 | 0.19% | 6,051 | -23,082 | -79.2% | -$180.81万 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $46.60万 | 0.19% | 11,700 | 11,700 | — | $46.60万 | 新建仓 |
| AFL | AFLAC INC COM | $43.90万 | 0.18% | 4,000 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $41.90万 | 0.17% | 15,800 | 15,800 | — | $41.90万 | 新建仓 |
| META | META PLATFORMS INC CL A | $41.80万 | 0.17% | 730 | 365 | 100.0% | $20.90万 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY COM | $40.70万 | 0.16% | 25,000 | 1,000 | 4.2% | $1.63万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $34.40万 | 0.14% | 1,664 | -58 | -3.4% | -$1.20万 | 减仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $33.20万 | 0.13% | 13,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $30.60万 | 0.12% | 470 | 1 | 0.2% | $651 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $28.70万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $28.20万 | 0.11% | 11,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $27.10万 | 0.11% | 2,052 | 2,052 | — | $27.10万 | 新建仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $25.40万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $23.30万 | 0.09% | 25,000 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND COM | $22.90万 | 0.09% | 5,333 | -652 | -10.9% | -$2.80万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $22.10万 | 0.09% | 1,225 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -47,800 | -100.0% | -$235.20万 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -10,799 | -100.0% | -$195.70万 | 清仓 |
| BBY | BEST BUY INC COM | $0 | 0.00% | 0 | -28,975 | -100.0% | -$193.90万 | 清仓 |
| JNJ | JOHNSON & JOHNSON COM | $0 | 0.00% | 0 | -8,580 | -100.0% | -$177.60万 | 清仓 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -7,390 | -100.0% | -$165.00万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -17,930 | -100.0% | -$151.00万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | -4,125 | -100.0% | -$136.20万 | 清仓 |
| DHR | DANAHER CORPORATION COM | $0 | 0.00% | 0 | -5,070 | -100.0% | -$116.10万 | 清仓 |
| USB | US BANCORP COM NEW | $0 | 0.00% | 0 | -20,625 | -100.0% | -$110.10万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | -4,840 | -100.0% | -$83.90万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -2,205 | -100.0% | -$77.20万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -17,000 | -100.0% | -$62.90万 | 清仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |