13F 机构持仓

Peak Asset Management, LLC

LOUISVILLE CO · SEC CIK 0001632512

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.0%
GOOGL 4.7%
CSCO 4.2%
JPM 4.0%
MSFT 3.7%
FTNT 3.6%
BILS 3.3%
VGSH 3.3%
AVUV 3.1%
RSP 2.9%

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
VNLA JANUS DETROIT STR TR $00.00%0 -143,489-100.0% -$701.09万 清仓
ZTS ZOETIS INC $00.00%0 -2,132-100.0% -$25.20万 清仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $00.00%0 -100-100.0% -$2.71万 清仓
SNAP SNAP INC $17.76万0.03%40,000 40,000— $17.76万 新建仓
XIFR XPLR INFRASTRUCTURE LP $19.19万0.03%16,250 16,250— $19.19万 新建仓
IWD ISHARES TR $20.32万0.03%838 838— $20.32万 新建仓
KRE SPDR SERIES TRUST $20.36万0.03%2,720 2,720— $20.36万 新建仓
XLY SELECT SECTOR SPDR TR $20.64万0.03%1,760 00.0% — 重新持有
ES EVERSOURCE ENERGY $20.71万0.03%2,866 2,866— $20.71万 新建仓
XLF SELECT SECTOR SPDR TR $21.14万0.03%3,943 10.0% $54 重新持有
VFC V F CORP $22.08万0.03%13,235 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $22.64万0.03%1,024 1,024— $22.64万 新建仓
HON HONEYWELL INTL INC $22.98万0.03%1,027 -1,026-50.0% -$22.96万 减仓
VV VANGUARD INDEX FDS $23.15万0.03%673 00.0% — 不变
AMGN AMGEN INC $24.91万0.04%688 00.0% — 不变
VBR VANGUARD INDEX FDS $25.00万0.04%1,029 10.1% $243 加仓
VTV VANGUARD INDEX FDS $25.17万0.04%1,155 1,155— $25.17万 新建仓
SSB SOUTHSTATE BK CORP $25.24万0.04%2,527 00.0% — 不变
MAR MARRIOTT INTL INC NEW $25.39万0.04%685 00.0% — 不变
CGIC CAPITAL GROUP INTERNATIONAL $25.47万0.04%7,000 7,000— $25.47万 新建仓
PM PHILIP MORRIS INTL INC $26.43万0.04%1,461 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $26.59万0.04%7,212 7,212— $26.59万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $26.70万0.04%2,169 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $26.92万0.04%2,307 -501-17.8% -$5.85万 减仓
WY WEYERHAEUSER CO $26.96万0.04%11,260 00.0% — 不变
BAC BANK OF AMER CORP $28.60万0.04%5,020 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $29.79万0.04%1,000 1,000— $29.79万 新建仓
IJS ISHARES TR $30.07万0.04%2,200 00.0% — 不变
VUSB VANGUARD BD INDEX FDS $30.18万0.04%6,062 00.0% — 不变
FISV FISERV INC $30.75万0.05%6,270 6,270— $30.75万 新建仓
GLD SPDR GOLD TR $31.31万0.05%850 00.0% — 不变
NVS NOVARTIS AG $31.34万0.05%2,000 00.0% — 不变
IWR ISHARES TR $31.64万0.05%2,868 00.0% — 不变
XEL XCEL ENERGY INC $32.25万0.05%4,016 00.0% — 不变
MMM 3M CO $32.54万0.05%2,010 00.0% — 不变
CAT CATERPILLAR INC $33.22万0.05%312 00.0% — 不变
NET CLOUDFLARE INC $33.85万0.05%1,380 -120-8.0% -$2.94万 减仓
PECO PHILLIPS EDISON & CO INC $34.19万0.05%8,214 00.0% — 不变
NVO NOVO-NORDISK A S $34.52万0.05%7,200 7,200— $34.52万 新建仓
DEO DIAGEO PLC $35.57万0.05%4,425 4,425— $35.57万 新建仓
BLK BLACKROCK INC $35.58万0.05%370 00.0% — 不变
TJX TJX COS INC NEW $35.63万0.05%2,352 00.0% — 不变
FLXR TCW ETF TRUST $36.11万0.05%9,210 1201.3% $4,705 加仓
LMT LOCKHEED MARTIN CORP $36.27万0.05%712 712— $36.27万 新建仓
SPYG SPDR SERIES TRUST $36.76万0.05%3,090 1505.1% $1.78万 加仓
ARW ARROW ELECTRS INC $37.24万0.05%1,745 00.0% — 不变
NEE NEXTERA ENERGY INC $37.74万0.06%4,300 00.0% — 不变
GD GENERAL DYNAMICS CORP $38.36万0.06%1,083 1,083— $38.36万 新建仓
XLK SELECT SECTOR SPDR TR $38.71万0.06%2,032 00.0% — 不变
DELL DELL TECHNOLOGIES INC $38.83万0.06%900 900— $38.83万 新建仓
PANW PALO ALTO NETWORKS INC $39.80万0.06%1,167 -21-1.8% -$7,161 重新持有
IWN ISHARES TR $39.93万0.06%1,805 00.0% — 不变
LII LENNOX INTL INC $40.11万0.06%700 00.0% — 不变
QDPL PACER FDS TR $40.12万0.06%8,901 8,901— $40.12万 新建仓
EEM ISHARES TR $40.12万0.06%5,865 00.0% — 不变
GEV GE VERNOVA INC $41.24万0.06%351 00.0% — 不变
RY ROYAL BK CDA $41.39万0.06%2,000 00.0% — 不变
SNOW SNOWFLAKE INC $42.65万0.06%1,676 -210-11.1% -$5.34万 减仓
MCD MCDONALDS CORP $44.25万0.07%1,637 40032.3% $10.81万 加仓
IXN ISHARES TR $44.44万0.07%3,076 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $44.70万0.07%5,192 5,192— $44.70万 新建仓
BIL SPDR SERIES TRUST $45.65万0.07%4,981 -303-5.7% -$2.78万 减仓
SCHF SCHWAB STRATEGIC TR $45.97万0.07%16,597 690.4% $1,911 加仓
LH LABCORP HOLDINGS INC $46.20万0.07%1,650 00.0% — 不变
BA BOEING CO $46.30万0.07%2,139 2,139— $46.30万 新建仓
CHD CHURCH & DWIGHT CO INC $46.39万0.07%4,788 -100-2.0% -$9,688 减仓
IQV IQVIA HLDGS INC $47.42万0.07%2,454 2,454— $47.42万 新建仓
NKE NIKE INC $48.38万0.07%11,785 7,380167.5% $30.29万 加仓
AMTM AMENTUM HOLDINGS INC $49.61万0.07%24,000 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $51.25万0.08%981 18322.9% $9.56万 加仓
IJH ISHARES TR $51.47万0.08%6,675 00.0% — 不变
CI THE CIGNA GROUP $52.24万0.08%1,895 1,895— $52.24万 新建仓
USB US BANCORP $52.47万0.08%8,687 00.0% — 不变
WMT WALMART INC $52.97万0.08%4,677 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $55.89万0.08%6,178 00.0% — 不变
XLE SELECT SECTOR SPDR TR $59.45万0.09%11,194 1321.2% $7,011 加仓
SCHX SCHWAB STRATEGIC TR $60.19万0.09%20,453 00.0% — 不变
INTU INTUIT $61.36万0.09%2,351 00.0% — 不变
TRV TRAVELERS COMPANIES INC $61.70万0.09%1,869 00.0% — 不变
PYLD PIMCO ETF TR $61.72万0.09%23,272 1,3596.2% $3.60万 加仓
VWO VANGUARD INTL EQUITY INDEX F $63.22万0.09%10,591 60.1% $358 加仓
PGR PROGRESSIVE CORP $64.70万0.10%2,962 00.0% — 不变
MINT PIMCO ETF TR $69.16万0.10%6,860 00.0% — 不变
ACN ACCENTURE PLC IRELAND $70.21万0.10%5,642 2,53181.4% $31.50万 加仓
DE DEERE & CO $70.98万0.10%1,119 00.0% — 不变
PFE PFIZER INC $71.53万0.11%29,704 13,01778.0% $31.34万 加仓
TXN TEXAS INSTRS INC $75.44万0.11%2,531 1697.2% $5.04万 加仓
GE GE AEROSPACE $76.88万0.11%2,057 -14-0.7% -$5,232 减仓
UNH UNITEDHEALTH GROUP INC $79.47万0.12%1,912 00.0% — 不变
META META PLATFORMS INC $81.40万0.12%1,445 -148-9.3% -$8.34万 减仓
ADX ADAMS DIVERSIFIED EQUITY FD $82.27万0.12%32,200 32,200— $82.27万 新建仓
COF CAPITAL ONE FINL CORP $84.84万0.12%4,229 4,229— $84.84万 新建仓
EFA ISHARES TR $87.31万0.13%8,405 00.0% — 不变
IEI ISHARES TR $89.95万0.13%7,659 -38-0.5% -$4,463 减仓
KO COCA COLA CO $91.14万0.13%11,215 -372-3.2% -$3.02万 减仓
STEW SRH TOTAL RETURN FUND INC $91.80万0.13%51,285 51,285— $91.80万 新建仓
LOW LOWES COS INC $93.53万0.14%4,242 80123.3% $17.66万 加仓
IBM INTERNATIONAL BUSINESS MACHS $93.90万0.14%3,339 1976.3% $5.54万 加仓
INTC INTEL CORP $95.38万0.14%6,831 -3,016-30.6% -$42.11万 减仓
QCOM QUALCOMM INC $98.11万0.14%5,309 -1,131-17.6% -$20.90万 减仓