Peloton Wealth Strategists
INDIANAPOLIS IN · SEC CIK 0001080132
$2.71亿2026Q2 申报市值
91持仓数
33.1%前十大占比 · 第一大 5.3%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TSM 新建仓+$235.90万
APH 加仓+$186.45万
CACI 新建仓+$136.90万
IBDX 加仓+$127.83万
HONA 新建仓+$101.10万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$374.54万
CSCO 减仓-$271.05万
INTU 清仓-$196.60万
HON 减仓-$110.35万
KNSL 清仓-$97.40万
2026Q2 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 | $1,426.50万 | 5.27% | 39,915 | 435 | 1.1% | $15.55万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,038.20万 | 3.84% | 411,188 | 12,000 | 3.0% | $30.30万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $938.30万 | 3.47% | 405,145 | 11,500 | 2.9% | $26.63万 | 加仓 |
| AMZN | AMAZON COM INC COM | $923.40万 | 3.41% | 38,745 | 20 | 0.1% | $4,767 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $872.70万 | 3.23% | 360,320 | 8,500 | 2.4% | $20.59万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $859.00万 | 3.18% | 394,050 | 19,400 | 5.2% | $42.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $739.50万 | 2.73% | 14,399 | -145 | -1.0% | -$7.45万 | 减仓 |
| CMI | CUMMINS INC COM | $734.50万 | 2.71% | 10,298 | -340 | -3.2% | -$24.25万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $717.50万 | 2.65% | 296,140 | -3,000 | -1.0% | -$7.27万 | 减仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $716.40万 | 2.65% | 343,750 | 36,400 | 11.8% | $75.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $696.70万 | 2.58% | 21,285 | -300 | -1.4% | -$9.82万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $678.70万 | 2.51% | 20,270 | -880 | -4.2% | -$29.47万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $562.90万 | 2.08% | 89,500 | 500 | 0.6% | $3.14万 | 加仓 |
| RTX | RTX CORPORATION COM | $552.60万 | 2.04% | 29,125 | -2,800 | -8.8% | -$53.13万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $536.60万 | 1.98% | 14,385 | -245 | -1.7% | -$9.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $492.00万 | 1.82% | 4,865 | -25 | -0.5% | -$2.53万 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | $485.30万 | 1.79% | 41,959 | -2,291 | -5.2% | -$26.50万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $472.50万 | 1.75% | 12,915 | 539 | 4.4% | $19.72万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $464.10万 | 1.72% | 184,250 | 50,750 | 38.0% | $127.83万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $463.40万 | 1.71% | 23,100 | 4,345 | 23.2% | $87.16万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $461.00万 | 1.70% | 9,280 | 140 | 1.5% | $6.95万 | 加仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $457.90万 | 1.69% | 3,650 | 5 | 0.1% | $6,273 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $455.50万 | 1.68% | 9,086 | -75 | -0.8% | -$3.76万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $440.70万 | 1.63% | 30,785 | -450 | -1.4% | -$6.44万 | 减仓 |
| DHI | D R HORTON INC COM | $420.90万 | 1.56% | 25,840 | 1,475 | 6.1% | $24.03万 | 加仓 |
| C | CITIGROUP INC COM NEW | $419.30万 | 1.55% | 29,955 | 275 | 0.9% | $3.85万 | 加仓 |
| AMGN | AMGEN INC COM | $407.70万 | 1.51% | 11,260 | -100 | -0.9% | -$3.62万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $405.30万 | 1.50% | 36,920 | 500 | 1.4% | $5.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $384.00万 | 1.42% | 53,220 | 4,235 | 8.6% | $30.56万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $377.00万 | 1.39% | 78,630 | 3,800 | 5.1% | $18.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $336.20万 | 1.24% | 34,975 | -950 | -2.6% | -$9.13万 | 减仓 |
| ABBV | ABBVIE INC COM | $321.50万 | 1.19% | 12,775 | -150 | -1.2% | -$3.77万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $321.20万 | 1.19% | 22,445 | 200 | 0.9% | $2.86万 | 加仓 |
| APH | AMPHENOL CORP CL A | $313.40万 | 1.16% | 17,775 | 10,575 | 146.9% | $186.45万 | 加仓 |
| TGT | TARGET CORP COM | $309.80万 | 1.15% | 23,722 | -700 | -2.9% | -$9.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $305.40万 | 1.13% | 3,265 | 1 | 0.0% | $935 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $279.50万 | 1.03% | 16,455 | 4,350 | 35.9% | $73.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $266.80万 | 0.99% | 6,709 | 1,220 | 22.2% | $48.52万 | 加仓 |
| GRMN | GARMIN LTD SHS | $260.80万 | 0.96% | 10,980 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $250.40万 | 0.93% | 35,065 | 5,495 | 18.6% | $39.24万 | 加仓 |
| CSCO | CISCO SYS INC COM | $250.20万 | 0.92% | 21,300 | -23,075 | -52.0% | -$271.05万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $244.10万 | 0.90% | 14,485 | 1,150 | 8.6% | $19.38万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $240.70万 | 0.89% | 14,623 | 692 | 5.0% | $11.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $235.90万 | 0.87% | 4,940 | 4,940 | — | $235.90万 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $233.10万 | 0.86% | 15,922 | 950 | 6.3% | $13.91万 | 加仓 |
| STE | STERIS PLC SHS USD | $231.00万 | 0.85% | 10,970 | 780 | 7.7% | $16.42万 | 加仓 |
| PEP | PEPSICO INC COM | $222.30万 | 0.82% | 16,420 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $220.60万 | 0.82% | 47,450 | 1,700 | 3.7% | $7.90万 | 加仓 |
| NKE | NIKE INC CL B | $207.10万 | 0.77% | 50,445 | -10,850 | -17.7% | -$44.54万 | 减仓 |
| ZTS | ZOETIS INC CL A | $195.30万 | 0.72% | 27,180 | 4,270 | 18.6% | $30.68万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $184.00万 | 0.68% | 8,425 | 1,250 | 17.4% | $27.30万 | 加仓 |
| CRM | SALESFORCE INC COM | $180.80万 | 0.67% | 11,540 | -5,438 | -32.0% | -$85.20万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $166.30万 | 0.61% | 2,300 | -5,180 | -69.3% | -$374.54万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $145.80万 | 0.54% | 32,320 | 4,500 | 16.2% | $20.30万 | 加仓 |
| MCD | MCDONALDS CORP COM | $144.20万 | 0.53% | 5,335 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $140.70万 | 0.52% | 17,980 | 800 | 4.7% | $6.26万 | 加仓 |
| LLY | ELI LILLY & CO COM | $139.30万 | 0.51% | 1,161 | -25 | -2.1% | -$3.00万 | 减仓 |
| CACI | CACI INTL INC CL A | $136.90万 | 0.51% | 2,955 | 2,955 | — | $136.90万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $133.50万 | 0.49% | 26,153 | 1,582 | 6.4% | $8.08万 | 加仓 |
| HD | HOME DEPOT INC COM | $132.30万 | 0.49% | 3,751 | -220 | -5.5% | -$7.76万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $120.20万 | 0.44% | 50,773 | 1,745 | 3.6% | $4.13万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $110.20万 | 0.41% | 2,707 | -1,310 | -32.6% | -$53.33万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $102.40万 | 0.38% | 4,575 | -4,930 | -51.9% | -$110.35万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $101.10万 | 0.37% | 4,575 | 4,575 | — | $101.10万 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $95.20万 | 0.35% | 1,808 | 105 | 6.2% | $5.53万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $92.10万 | 0.34% | 7,400 | -3,847 | -34.2% | -$47.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $88.30万 | 0.33% | 4,413 | -60 | -1.3% | -$1.20万 | 减仓 |
| AAPL | APPLE INC COM | $79.20万 | 0.29% | 2,738 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $72.80万 | 0.27% | 1,927 | 1,927 | — | $72.80万 | 新建仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $70.50万 | 0.26% | 13,453 | 125 | 0.9% | $6,551 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $69.80万 | 0.26% | 4,709 | 125 | 2.7% | $1.85万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $54.10万 | 0.20% | 11,700 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $52.30万 | 0.19% | 18,800 | 3,000 | 19.0% | $8.35万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $51.30万 | 0.19% | 6,236 | 185 | 3.1% | $1.52万 | 加仓 |
| AFL | AFLAC INC COM | $46.90万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $46.00万 | 0.17% | 1,050 | 0 | 0.0% | — | 不变 |
| HNRG | HALLADOR ENERGY COMPANY COM | $43.50万 | 0.16% | 25,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $42.00万 | 0.16% | 745 | 15 | 2.1% | $8,456 | 加仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $38.60万 | 0.14% | 15,000 | 15,000 | — | $38.60万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $35.30万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $35.10万 | 0.13% | 470 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $33.30万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $33.30万 | 0.12% | 25,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $28.10万 | 0.10% | 1,225 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $27.70万 | 0.10% | 1,669 | 5 | 0.3% | $830 | 加仓 |
| MBIN | MERCHANTS BANCORP IND COM | $26.70万 | 0.10% | 5,333 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $25.40万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $22.00万 | 0.08% | 524 | 14 | 2.7% | $5,878 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $21.30万 | 0.08% | 426 | 20 | 4.9% | $1.00万 | 重新持有 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $20.50万 | 0.08% | 8,000 | -3,000 | -27.3% | -$7.69万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $20.20万 | 0.07% | 1,880 | 1,880 | — | $20.20万 | 新建仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -4,546 | -100.0% | -$196.60万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | -2,850 | -100.0% | -$97.40万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -2,052 | -100.0% | -$27.10万 | 清仓 |