Peak Asset Management, LLC
LOUISVILLE CO · SEC CIK 0001632512
$6.80亿2026Q2 申报市值
181持仓数
37.6%前十大占比 · 第一大 5.0%
33 / 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
GBIL 加仓+$772.98万
MSFT 加仓+$293.05万
GOOG 加仓+$261.64万
AMAT 加仓+$254.57万
MCK 新建仓+$211.95万
2026Q2 卖出最多 按季末市值估算
VNLA 清仓-$701.09万
GOOGL 减仓-$137.19万
FTNT 减仓-$69.80万
INTC 减仓-$42.11万
IEF 减仓-$35.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,411.74万 | 5.02% | 117,906 | 3,782 | 3.3% | $109.44万 | 加仓 |
| GOOGL | ALPHABET INC | $3,172.70万 | 4.66% | 88,779 | -3,839 | -4.1% | -$137.19万 | 减仓 |
| CSCO | CISCO SYS INC | $2,829.41万 | 4.16% | 240,883 | 1,885 | 0.8% | $22.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,702.99万 | 3.97% | 82,577 | 5,406 | 7.0% | $176.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,501.19万 | 3.68% | 67,052 | 7,856 | 13.3% | $293.05万 | 加仓 |
| FTNT | FORTINET INC | $2,443.36万 | 3.59% | 159,052 | -4,544 | -2.8% | -$69.80万 | 减仓 |
| BILS | SPDR SERIES TRUST | $2,231.07万 | 3.28% | 224,499 | 14,202 | 6.8% | $141.14万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,222.96万 | 3.27% | 381,952 | -3,300 | -0.9% | -$19.21万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,086.41万 | 3.07% | 167,233 | 3,948 | 2.4% | $49.26万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,972.92万 | 2.90% | 92,726 | 2,138 | 2.4% | $45.49万 | 加仓 |
| V | VISA INC | $1,901.13万 | 2.79% | 55,412 | 712 | 1.3% | $24.43万 | 加仓 |
| PCAR | PACCAR INC | $1,760.48万 | 2.59% | 146,560 | 820 | 0.6% | $9.85万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,655.10万 | 2.43% | 40,640 | 1,458 | 3.7% | $59.38万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,647.62万 | 2.42% | 52,332 | 2,661 | 5.4% | $83.78万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,644.00万 | 2.42% | 114,844 | -73 | -0.1% | -$1.04万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,609.23万 | 2.37% | 135,861 | 915 | 0.7% | $10.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,529.96万 | 2.25% | 20,776 | 984 | 5.0% | $72.46万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,468.11万 | 2.16% | 82,367 | 4,942 | 6.4% | $88.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,220.89万 | 1.79% | 16,349 | 43 | 0.3% | $3.21万 | 加仓 |
| IEF | ISHARES TR | $1,140.29万 | 1.68% | 120,576 | -3,719 | -3.0% | -$35.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,109.95万 | 1.63% | 15,352 | 3,521 | 29.8% | $254.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,089.99万 | 1.60% | 15,870 | 608 | 4.0% | $41.76万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1,070.03万 | 1.57% | 129,890 | 4,935 | 3.9% | $40.65万 | 加仓 |
| ORCL | ORACLE CORP | $1,022.85万 | 1.50% | 69,796 | -978 | -1.4% | -$14.33万 | 减仓 |
| DIS | DISNEY WALT CO | $965.70万 | 1.42% | 100,333 | 3,914 | 4.1% | $37.67万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $930.88万 | 1.37% | 92,939 | 77,175 | 489.6% | $772.98万 | 加仓 |
| COP | CONOCOPHILLIPS | $783.66万 | 1.15% | 75,381 | 664 | 0.9% | $6.90万 | 加仓 |
| IVV | ISHARES TR | $615.06万 | 0.90% | 8,213 | -171 | -2.0% | -$12.81万 | 减仓 |
| AMZN | AMAZON COM INC | $609.55万 | 0.90% | 25,575 | 394 | 1.6% | $9.39万 | 加仓 |
| CRM | SALESFORCE INC | $578.51万 | 0.85% | 36,928 | 4,636 | 14.4% | $72.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $562.64万 | 0.83% | 33,943 | 4,526 | 15.4% | $75.02万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $559.44万 | 0.82% | 57,979 | -95 | -0.2% | -$9,167 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $541.50万 | 0.80% | 7,699 | -38 | -0.5% | -$2.67万 | 减仓 |
| GOOG | ALPHABET INC | $530.56万 | 0.78% | 15,016 | 7,405 | 97.3% | $261.64万 | 加仓 |
| IWM | ISHARES TR | $493.61万 | 0.73% | 16,429 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $430.66万 | 0.63% | 16,957 | 5,139 | 43.5% | $130.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $399.00万 | 0.59% | 7,769 | -25 | -0.3% | -$1.28万 | 减仓 |
| APH | AMPHENOL CORP | $388.08万 | 0.57% | 22,010 | 142 | 0.6% | $2.50万 | 加仓 |
| UNP | UNION PAC CORP | $379.01万 | 0.56% | 13,934 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $374.82万 | 0.55% | 4,007 | 359 | 9.8% | $33.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $365.59万 | 0.54% | 24,931 | 58 | 0.2% | $8,505 | 加仓 |
| — | EXXON MOBIL CORP | $362.03万 | 0.53% | 26,479 | 11,199 | 73.3% | $153.11万 | 加仓 |
| ECL | ECOLAB INC | $294.62万 | 0.43% | 10,575 | 60 | 0.6% | $1.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $289.86万 | 0.43% | 40,169 | 1,958 | 5.1% | $14.13万 | 加仓 |
| ADBE | ADOBE INC | $282.89万 | 0.42% | 13,798 | 2,112 | 18.1% | $43.30万 | 加仓 |
| AVGO | BROADCOM INC | $281.11万 | 0.41% | 7,442 | 78 | 1.1% | $2.95万 | 加仓 |
| MRK | MERCK & CO INC | $276.72万 | 0.41% | 21,535 | 4,500 | 26.4% | $57.83万 | 加仓 |
| SHY | ISHARES TR | $274.47万 | 0.40% | 33,428 | -293 | -0.9% | -$2.41万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $265.54万 | 0.39% | 28,835 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $259.25万 | 0.38% | 63,078 | 1,193 | 1.9% | $4.90万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $253.84万 | 0.37% | 29,410 | 161 | 0.6% | $1.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $241.13万 | 0.35% | 29,178 | 14,332 | 96.5% | $118.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $238.37万 | 0.35% | 4,755 | -69 | -1.4% | -$3.46万 | 减仓 |
| GLNG | GOLAR LNG LTD | $234.22万 | 0.34% | 46,995 | -2,050 | -4.2% | -$10.22万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $233.26万 | 0.34% | 10,947 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $230.85万 | 0.34% | 7,616 | 270 | 3.7% | $8.18万 | 加仓 |
| SLB | SLB LIMITED | $230.04万 | 0.34% | 49,481 | 12,275 | 33.0% | $57.07万 | 加仓 |
| SDY | SPDR SERIES TRUST | $223.46万 | 0.33% | 14,684 | -26 | -0.2% | -$3,957 | 减仓 |
| QLTY | GMO ETF TRUST | $223.33万 | 0.33% | 53,660 | 3,209 | 6.4% | $13.36万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $213.96万 | 0.31% | 22,733 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $211.95万 | 0.31% | 2,805 | 2,805 | — | $211.95万 | 新建仓 |
| IJR | ISHARES TR | $204.60万 | 0.30% | 13,795 | 40 | 0.3% | $5,932 | 加仓 |
| VO | VANGUARD INDEX FDS | $202.05万 | 0.30% | 25,078 | -206 | -0.8% | -$1.66万 | 减仓 |
| MDT | MEDTRONIC PLC | $195.79万 | 0.29% | 25,028 | -2,697 | -9.7% | -$21.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $194.84万 | 0.29% | 27,346 | 17,564 | 179.6% | $125.14万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $185.39万 | 0.27% | 32,175 | -287 | -0.9% | -$1.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $181.42万 | 0.27% | 9,067 | 570 | 6.7% | $11.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $180.83万 | 0.27% | 5,346 | 5,346 | — | $180.83万 | 新建仓 |
| PEP | PEPSICO INC | $166.19万 | 0.24% | 12,274 | 4,067 | 49.6% | $55.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $159.59万 | 0.23% | 2,433 | 61 | 2.6% | $4.00万 | 加仓 |
| GLW | CORNING INC | $155.94万 | 0.23% | 6,105 | -170 | -2.7% | -$4.34万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $151.44万 | 0.22% | 127,261 | 127,261 | — | $151.44万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.22% | 2 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $148.72万 | 0.22% | 9,931 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $147.96万 | 0.22% | 1,463 | 1,463 | — | $147.96万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $134.63万 | 0.20% | 2,819 | 117 | 4.3% | $5.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $134.37万 | 0.20% | 14,563 | 14,563 | — | $134.37万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $133.72万 | 0.20% | 14,737 | 870 | 6.3% | $7.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $123.73万 | 0.18% | 3,344 | -29 | -0.9% | -$1.07万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $119.66万 | 0.18% | 8,275 | 8,275 | — | $119.66万 | 新建仓 |
| HD | HOME DEPOT INC | $114.06万 | 0.17% | 3,234 | 2,210 | 215.8% | $77.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $109.31万 | 0.16% | 24,575 | 24,575 | — | $109.31万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $100.16万 | 0.15% | 2,590 | 2,590 | — | $100.16万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $99.91万 | 0.15% | 82,432 | 82,432 | — | $99.91万 | 新建仓 |
| QCOM | QUALCOMM INC | $98.11万 | 0.14% | 5,309 | -1,131 | -17.6% | -$20.90万 | 减仓 |
| INTC | INTEL CORP | $95.38万 | 0.14% | 6,831 | -3,016 | -30.6% | -$42.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $93.90万 | 0.14% | 3,339 | 197 | 6.3% | $5.54万 | 加仓 |
| LOW | LOWES COS INC | $93.53万 | 0.14% | 4,242 | 801 | 23.3% | $17.66万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $91.80万 | 0.13% | 51,285 | 51,285 | — | $91.80万 | 新建仓 |
| KO | COCA COLA CO | $91.14万 | 0.13% | 11,215 | -372 | -3.2% | -$3.02万 | 减仓 |
| IEI | ISHARES TR | $89.95万 | 0.13% | 7,659 | -38 | -0.5% | -$4,463 | 减仓 |
| EFA | ISHARES TR | $87.31万 | 0.13% | 8,405 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $84.84万 | 0.12% | 4,229 | 4,229 | — | $84.84万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $82.27万 | 0.12% | 32,200 | 32,200 | — | $82.27万 | 新建仓 |
| META | META PLATFORMS INC | $81.40万 | 0.12% | 1,445 | -148 | -9.3% | -$8.34万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $79.47万 | 0.12% | 1,912 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $76.88万 | 0.11% | 2,057 | -14 | -0.7% | -$5,232 | 减仓 |
| TXN | TEXAS INSTRS INC | $75.44万 | 0.11% | 2,531 | 169 | 7.2% | $5.04万 | 加仓 |
| PFE | PFIZER INC | $71.53万 | 0.11% | 29,704 | 13,017 | 78.0% | $31.34万 | 加仓 |
| DE | DEERE & CO | $70.98万 | 0.10% | 1,119 | 0 | 0.0% | — | 不变 |