Peak Asset Management, LLC
LOUISVILLE CO · SEC CIK 0001632512
$5.67亿2026Q1 申报市值
148持仓数
37.8%前十大占比 · 第一大 5.1%
4 / 8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
IEF 新建仓+$1,186.27万
CRM 新建仓+$602.79万
VNLA 加仓+$267.14万
ADBE 加仓+$188.78万
BKNG 加仓+$121.68万
2026Q1 卖出最多 按季末市值估算
VGLT 清仓-$1,149.94万
GOOGL 减仓-$258.46万
KMI 清仓-$126.17万
WFC 减仓-$94.51万
BRK/A 减仓-$71.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $191.20万 | 0.34% | 37,206 | -720 | -1.9% | -$3.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $192.39万 | 0.34% | 7,346 | -278 | -3.6% | -$7.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $196.88万 | 0.35% | 32,462 | -935 | -2.8% | -$5.67万 | 减仓 |
| MRK | MERCK & CO INC | $204.91万 | 0.36% | 17,035 | -838 | -4.7% | -$10.08万 | 减仓 |
| SDY | SPDR SERIES TRUST | $214.68万 | 0.38% | 14,710 | -52 | -0.4% | -$7,589 | 减仓 |
| GOOG | ALPHABET INC | $218.33万 | 0.39% | 7,611 | -744 | -8.9% | -$21.34万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $220.25万 | 0.39% | 61,885 | 2,639 | 4.5% | $9.39万 | 加仓 |
| AVGO | BROADCOM INC | $227.92万 | 0.40% | 7,364 | -92 | -1.2% | -$2.85万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $235.13万 | 0.41% | 29,249 | 2,141 | 7.9% | $17.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $237.09万 | 0.42% | 4,824 | 134 | 2.9% | $6.59万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $239.76万 | 0.42% | 10,947 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $240.24万 | 0.42% | 27,725 | -7,370 | -21.0% | -$63.86万 | 减仓 |
| — | EXXON MOBIL CORP | $259.25万 | 0.46% | 15,280 | -1,834 | -10.7% | -$31.12万 | 减仓 |
| GLNG | GOLAR LNG LTD | $265.38万 | 0.47% | 49,045 | -7,305 | -13.0% | -$39.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $266.18万 | 0.47% | 28,835 | -50 | -0.2% | -$4,616 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $274.85万 | 0.48% | 38,211 | 6,904 | 22.1% | $49.66万 | 加仓 |
| APH | AMPHENOL CORP | $276.30万 | 0.49% | 21,868 | -182 | -0.8% | -$2.30万 | 减仓 |
| SHY | ISHARES TR | $278.43万 | 0.49% | 33,721 | -1,790 | -5.0% | -$14.78万 | 减仓 |
| ECL | ECOLAB INC | $279.71万 | 0.49% | 10,515 | -443 | -4.0% | -$11.78万 | 减仓 |
| ADBE | ADOBE INC | $284.06万 | 0.50% | 11,686 | 7,766 | 198.1% | $188.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $288.88万 | 0.51% | 11,818 | -180 | -1.5% | -$4.40万 | 减仓 |
| UNP | UNION PAC CORP | $338.07万 | 0.60% | 13,934 | -162 | -1.1% | -$3.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $359.27万 | 0.63% | 24,873 | -492 | -1.9% | -$7.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $363.48万 | 0.64% | 3,648 | -267 | -6.8% | -$26.60万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $389.42万 | 0.69% | 7,794 | 98 | 1.3% | $4.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $404.37万 | 0.71% | 11,831 | -1,081 | -8.4% | -$36.95万 | 减仓 |
| IWM | ISHARES TR | $407.44万 | 0.72% | 16,429 | -263 | -1.6% | -$6.52万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $467.96万 | 0.83% | 58,074 | 930 | 1.6% | $7.49万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $477.19万 | 0.84% | 7,737 | -1,095 | -12.4% | -$67.54万 | 减仓 |
| AMZN | AMAZON COM INC | $524.44万 | 0.93% | 25,181 | -141 | -0.6% | -$2.94万 | 减仓 |
| IVV | ISHARES TR | $547.64万 | 0.97% | 8,384 | -38 | -0.5% | -$2.48万 | 减仓 |
| CRM | SALESFORCE INC | $602.79万 | 1.06% | 32,292 | 32,292 | — | $602.79万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $608.64万 | 1.07% | 29,417 | -317 | -1.1% | -$6.56万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $701.09万 | 1.24% | 143,489 | 54,675 | 61.6% | $267.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $911.99万 | 1.61% | 15,262 | 436 | 2.9% | $26.05万 | 加仓 |
| DIS | DISNEY WALT CO | $929.28万 | 1.64% | 96,419 | -908 | -0.9% | -$8.75万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $951.78万 | 1.68% | 124,955 | 6,197 | 5.2% | $47.20万 | 加仓 |
| COP | CONOCOPHILLIPS | $986.26万 | 1.74% | 74,717 | -872 | -1.2% | -$11.51万 | 减仓 |
| ORCL | ORACLE CORP | $1,041.15万 | 1.84% | 70,774 | 841 | 1.2% | $12.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,060.44万 | 1.87% | 16,306 | -231 | -1.4% | -$15.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,142.37万 | 2.02% | 19,792 | 513 | 2.7% | $29.61万 | 加仓 |
| IEF | ISHARES TR | $1,186.27万 | 2.09% | 124,295 | 124,295 | — | $1,186.27万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $1,303.94万 | 2.30% | 3,097 | 289 | 10.3% | $121.68万 | 加仓 |
| FTNT | FORTINET INC | $1,336.91万 | 2.36% | 163,596 | 5,494 | 3.5% | $44.90万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,400.20万 | 2.47% | 134,946 | -1,939 | -1.4% | -$20.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,505.65万 | 2.66% | 114,917 | -2,467 | -2.1% | -$32.32万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,632.14万 | 2.88% | 49,671 | 447 | 0.9% | $14.69万 | 加仓 |
| V | VISA INC | $1,653.25万 | 2.92% | 54,700 | 686 | 1.3% | $20.73万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,666.57万 | 2.94% | 39,182 | 1,081 | 2.8% | $45.98万 | 加仓 |
| PCAR | PACCAR INC | $1,683.29万 | 2.97% | 145,740 | -1,992 | -1.3% | -$23.01万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,738.57万 | 3.07% | 90,588 | 101 | 0.1% | $1.94万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,803.81万 | 3.18% | 163,285 | 8,135 | 5.2% | $89.87万 | 加仓 |
| CSCO | CISCO SYS INC | $1,854.39万 | 3.27% | 238,998 | -5,479 | -2.2% | -$42.51万 | 减仓 |
| BILS | SPDR SERIES TRUST | $2,091.19万 | 3.69% | 210,297 | 3,594 | 1.7% | $35.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,191.26万 | 3.87% | 59,196 | 844 | 1.4% | $31.24万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,255.26万 | 3.98% | 385,252 | 2,997 | 0.8% | $17.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,270.06万 | 4.00% | 77,171 | -1,940 | -2.5% | -$57.07万 | 减仓 |
| GOOGL | ALPHABET INC | $2,663.32万 | 4.70% | 92,618 | -8,988 | -8.8% | -$258.46万 | 减仓 |
| AAPL | APPLE INC | $2,896.36万 | 5.11% | 114,124 | -1,754 | -1.5% | -$44.51万 | 减仓 |