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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $45.86万 | 0.08% | 2,362 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $45.61万 | 0.08% | 4,888 | -398 | -7.5% | -$3.71万 | 减仓 |
| USB | US BANCORP | $45.18万 | 0.08% | 8,687 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $45.08万 | 0.08% | 6,675 | -600 | -8.2% | -$4.05万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $44.02万 | 0.08% | 1,650 | -135 | -7.6% | -$3.60万 | 减仓 |
| INTC | INTEL CORP | $43.45万 | 0.08% | 9,847 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.08万 | 0.07% | 2,808 | 163 | 6.2% | $2.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $40.91万 | 0.07% | 16,528 | 1,797 | 12.2% | $4.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $39.94万 | 0.07% | 4,300 | 16 | 0.4% | $1,486 | 加仓 |
| MCD | MCDONALDS CORP | $38.44万 | 0.07% | 1,237 | -47 | -3.7% | -$1.46万 | 减仓 |
| TJX | TJX COS INC NEW | $37.56万 | 0.07% | 2,352 | -18 | -0.8% | -$2,875 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.96万 | 0.07% | 798 | -10 | -1.2% | -$4,632 | 减仓 |
| GLD | SPDR GOLD TR | $36.57万 | 0.06% | 850 | 0 | 0.0% | — | 不变 |
| FLXR | TCW ETF TRUST | $35.70万 | 0.06% | 9,090 | 2,369 | 35.2% | $9.30万 | 加仓 |
| BLK | BLACKROCK INC | $35.58万 | 0.06% | 370 | -25 | -6.3% | -$2.40万 | 减仓 |
| IWN | ISHARES TR | $34.22万 | 0.06% | 1,805 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.11万 | 0.06% | 2,169 | 9 | 0.4% | $1,416 | 加仓 |
| HD | HOME DEPOT INC | $33.68万 | 0.06% | 1,024 | -9 | -0.9% | -$2,960 | 减仓 |
| EEM | ISHARES TR | $33.31万 | 0.06% | 5,865 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $32.49万 | 0.06% | 700 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $32.36万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $31.90万 | 0.06% | 4,016 | -2,848 | -41.5% | -$22.62万 | 减仓 |
| NET | CLOUDFLARE INC | $30.95万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $30.75万 | 0.05% | 3,076 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $30.74万 | 0.05% | 8,214 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.64万 | 0.05% | 351 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $30.55万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $30.18万 | 0.05% | 6,062 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $29.19万 | 0.05% | 2,010 | -358 | -15.1% | -$5.20万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $28.79万 | 0.05% | 2,940 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $28.44万 | 0.05% | 1,886 | -830 | -30.6% | -$12.52万 | 减仓 |
| IWR | ISHARES TR | $27.89万 | 0.05% | 2,868 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $27.51万 | 0.05% | 11,260 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $27.01万 | 0.05% | 2,032 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $26.06万 | 0.05% | 2,200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $25.20万 | 0.04% | 2,132 | -145 | -6.4% | -$1.71万 | 减仓 |
| ARW | ARROW ELECTRS INC | $25.03万 | 0.04% | 1,745 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK AMERICA CORP | $24.47万 | 0.04% | 5,020 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $24.21万 | 0.04% | 688 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $24.16万 | 0.04% | 1,461 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $23.38万 | 0.04% | 2,527 | -600 | -19.2% | -$5.55万 | 减仓 |
| NKE | NIKE INC | $23.27万 | 0.04% | 4,405 | -347 | -7.3% | -$1.83万 | 减仓 |
| VFC | V F CORP | $22.49万 | 0.04% | 13,235 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $22.40万 | 0.04% | 685 | -175 | -20.3% | -$5.72万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.33万 | 0.04% | 1,028 | 1 | 0.1% | $217 | 加仓 |
| CAT | CATERPILLAR INC | $22.10万 | 0.04% | 312 | 312 | — | $22.10万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.11万 | 0.04% | 673 | 673 | — | $20.11万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $2.71万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -206,083 | -100.0% | -$1,149.94万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -45,897 | -100.0% | -$126.17万 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -5,366 | -100.0% | -$32.78万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,211 | -100.0% | -$26.89万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,278 | -100.0% | -$26.70万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKIE | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -2,288 | -100.0% | -$21.18万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -803 | -100.0% | -$20.66万 | 清仓 |
| VFC | V F CORP 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$2.17万 | 清仓 |