Peak Financial Management, Inc.
WELLESLEY MA · SEC CIK 0001669662
$3.94亿2026Q1 申报市值
100持仓数
52.1%前十大占比 · 第一大 11.6%
5 / 2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
FLXR 加仓+$191.39万
JPIB 加仓+$152.87万
AAPL 加仓+$136.26万
NFLT 加仓+$115.61万
VCIT 加仓+$97.46万
2026Q1 卖出最多 按季末市值估算
GLTR 减仓-$230.42万
VOO 减仓-$95.91万
MSFT 减仓-$52.91万
MU 减仓-$45.71万
SPGM 减仓-$39.94万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -580 | -100.0% | -$23.28万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,762 | -100.0% | -$21.04万 | 清仓 |
| — | AUSTIN GOLD CORP | $4.06万 | 0.01% | 28,000 | 8,000 | 40.0% | $1.16万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $20.25万 | 0.05% | 884 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $20.25万 | 0.05% | 931 | -33 | -3.4% | -$7,178 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.27万 | 0.05% | 600 | -1,353 | -69.3% | -$45.71万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.63万 | 0.05% | 851 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $20.99万 | 0.05% | 1,032 | -690 | -40.1% | -$14.04万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $21.11万 | 0.05% | 1,864 | 1,864 | — | $21.11万 | 新建仓 |
| CALI | BLACKROCK ETF TRUST II | $22.19万 | 0.06% | 4,400 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $22.20万 | 0.06% | 2,652 | 2,652 | — | $22.20万 | 新建仓 |
| GDX | VANECK ETF TRUST | $22.29万 | 0.06% | 2,429 | -453 | -15.7% | -$4.16万 | 减仓 |
| CORP | PIMCO ETF TR | $22.31万 | 0.06% | 2,305 | -470 | -16.9% | -$4.55万 | 减仓 |
| AVGO | BROADCOM INC | $22.78万 | 0.06% | 736 | -91 | -11.0% | -$2.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.91万 | 0.06% | 778 | 36 | 4.9% | $1.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $23.48万 | 0.06% | 1,134 | 1,134 | — | $23.48万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.94万 | 0.06% | 7,802 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.86万 | 0.06% | 382 | -27 | -6.6% | -$1.76万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $25.20万 | 0.06% | 531 | 531 | — | $25.20万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $25.42万 | 0.06% | 284 | -25 | -8.1% | -$2.24万 | 减仓 |
| IYW | ISHARES TR | $25.51万 | 0.06% | 1,406 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $25.63万 | 0.07% | 1,585 | -190 | -10.7% | -$3.07万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.73万 | 0.07% | 1,759 | 1,759 | — | $25.73万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $26.48万 | 0.07% | 5,630 | -262 | -4.4% | -$1.23万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.56万 | 0.07% | 3,013 | -223 | -6.9% | -$1.97万 | 减仓 |
| EFAV | ISHARES TR | $26.77万 | 0.07% | 2,930 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.15万 | 0.07% | 631 | -477 | -43.1% | -$20.52万 | 减仓 |
| IWS | ISHARES TR | $27.69万 | 0.07% | 1,900 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.75万 | 0.07% | 1,135 | -44 | -3.7% | -$1.08万 | 减仓 |
| DE | DEERE & CO | $27.83万 | 0.07% | 494 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $27.90万 | 0.07% | 5,934 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.81万 | 0.07% | 3,248 | -495 | -13.2% | -$4.39万 | 减仓 |
| ESGE | ISHARES INC | $29.54万 | 0.07% | 6,497 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.43万 | 0.08% | 635 | -65 | -9.3% | -$3.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.71万 | 0.08% | 2,125 | -64 | -2.9% | -$9,248 | 减仓 |
| TJX | TJX COS INC NEW | $32.04万 | 0.08% | 2,006 | -980 | -32.8% | -$15.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $33.54万 | 0.09% | 11,533 | -256 | -2.2% | -$7,444 | 减仓 |
| LQD | ISHARES TR | $34.08万 | 0.09% | 3,126 | -129 | -4.0% | -$1.41万 | 减仓 |
| JNK | SPDR SERIES TRUST | $35.77万 | 0.09% | 3,737 | -495 | -11.7% | -$4.74万 | 减仓 |
| EPI | WISDOMTREE TR | $36.10万 | 0.09% | 8,848 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.90万 | 0.10% | 1,151 | -125 | -9.8% | -$4.22万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $40.41万 | 0.10% | 2,756 | -276 | -9.1% | -$4.05万 | 减仓 |
| GEV | GE VERNOVA INC | $47.77万 | 0.12% | 547 | -50 | -8.4% | -$4.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $49.35万 | 0.13% | 855 | -10 | -1.2% | -$5,772 | 减仓 |
| — | EXXON MOBIL CORP | $49.65万 | 0.13% | 2,926 | 107 | 3.8% | $1.82万 | 加仓 |
| GE | GE AEROSPACE | $49.84万 | 0.13% | 1,756 | 111 | 6.7% | $3.15万 | 加仓 |
| SUSC | ISHARES TR | $49.85万 | 0.13% | 21,545 | 1,785 | 9.0% | $4.13万 | 加仓 |
| ESGU | ISHARES TR | $51.65万 | 0.13% | 3,652 | -30 | -0.8% | -$4,243 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.83万 | 0.14% | 10,922 | 1,070 | 10.9% | $5.37万 | 加仓 |
| META | META PLATFORMS INC | $56.13万 | 0.14% | 981 | 495 | 101.9% | $28.32万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $58.57万 | 0.15% | 5,365 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $61.56万 | 0.16% | 4,660 | -25 | -0.5% | -$3,302 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.30万 | 0.17% | 665 | 23 | 3.6% | $2.29万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $70.60万 | 0.18% | 15,105 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $71.35万 | 0.18% | 3,426 | -303 | -8.1% | -$6.31万 | 减仓 |
| GOOGL | ALPHABET INC | $72.93万 | 0.19% | 2,536 | 25 | 1.0% | $7,189 | 加仓 |
| DSI | ISHARES TR | $74.96万 | 0.19% | 6,185 | -130 | -2.1% | -$1.58万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $77.97万 | 0.20% | 22,000 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $79.33万 | 0.20% | 8,295 | -50 | -0.6% | -$4,782 | 减仓 |
| GOOG | ALPHABET INC | $88.35万 | 0.22% | 3,080 | -215 | -6.5% | -$6.17万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $95.43万 | 0.24% | 24,680 | -469 | -1.9% | -$1.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $98.12万 | 0.25% | 18,154 | 22 | 0.1% | $1,189 | 加仓 |
| VTV | VANGUARD INDEX FDS | $103.25万 | 0.26% | 5,262 | -123 | -2.3% | -$2.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $111.40万 | 0.28% | 3,009 | -1,429 | -32.2% | -$52.91万 | 减仓 |
| RTX | RTX CORPORATION | $121.83万 | 0.31% | 6,315 | -9 | -0.1% | -$1,736 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $131.23万 | 0.33% | 33,030 | -500 | -1.5% | -$1.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $148.03万 | 0.38% | 23,101 | 772 | 3.5% | $4.95万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $170.81万 | 0.43% | 56,571 | -1,519 | -2.6% | -$4.59万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $196.87万 | 0.50% | 34,155 | -883 | -2.5% | -$5.09万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $220.58万 | 0.56% | 45,821 | -10 | -0.0% | -$481 | 减仓 |
| IVV | ISHARES TR | $222.00万 | 0.56% | 3,398 | -92 | -2.6% | -$6.01万 | 减仓 |
| ITOT | ISHARES TR | $229.19万 | 0.58% | 16,091 | -899 | -5.3% | -$12.80万 | 减仓 |
| STIP | ISHARES TR | $229.63万 | 0.58% | 22,201 | 639 | 3.0% | $6.61万 | 加仓 |
| TIP | ISHARES TR | $231.81万 | 0.59% | 21,004 | -414 | -1.9% | -$4.57万 | 减仓 |
| IEFA | ISHARES TR | $295.11万 | 0.75% | 32,598 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $357.99万 | 0.91% | 75,019 | -1,690 | -2.2% | -$8.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $391.68万 | 0.99% | 22,458 | 420 | 1.9% | $7.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $407.17万 | 1.03% | 164,515 | -1,970 | -1.2% | -$4.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $433.52万 | 1.10% | 169,078 | -4,722 | -2.7% | -$12.11万 | 减仓 |
| ACWI | ISHARES TR | $585.39万 | 1.49% | 42,305 | -764 | -1.8% | -$10.57万 | 减仓 |
| AAPL | APPLE INC | $606.91万 | 1.54% | 23,913 | 5,369 | 29.0% | $136.26万 | 加仓 |
| USRT | ISHARES TR | $607.11万 | 1.54% | 102,569 | 3,778 | 3.8% | $22.36万 | 加仓 |
| IJR | ISHARES TR | $868.09万 | 2.20% | 69,833 | -254 | -0.4% | -$3.16万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $913.43万 | 2.32% | 393,380 | 40,002 | 11.3% | $92.88万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $935.41万 | 2.37% | 351,526 | 19,702 | 5.9% | $52.43万 | 加仓 |
| SDCI | USCF ETF TR | $1,028.10万 | 2.61% | 377,422 | 11,634 | 3.2% | $31.69万 | 加仓 |
| FLXR | TCW ETF TRUST | $1,098.21万 | 2.79% | 279,656 | 48,738 | 21.1% | $191.39万 | 加仓 |
| SHYG | ISHARES TR | $1,102.13万 | 2.80% | 260,488 | 12,298 | 5.0% | $52.03万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1,132.51万 | 2.88% | 105,457 | 2,350 | 2.3% | $25.24万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,176.06万 | 2.99% | 468,548 | 1,149 | 0.2% | $2.88万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,214.05万 | 3.08% | 392,134 | -116 | -0.0% | -$3,591 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,225.56万 | 3.11% | 261,256 | 1,245 | 0.5% | $5.84万 | 加仓 |
| AGG | ISHARES TR | $1,235.36万 | 3.14% | 124,444 | 6,045 | 5.1% | $60.01万 | 加仓 |
| NFLT | ETFIS SER TR I | $1,279.31万 | 3.25% | 562,332 | 50,817 | 9.9% | $115.61万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,352.94万 | 3.43% | 61,857 | -10,535 | -14.6% | -$230.42万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,371.24万 | 3.48% | 165,708 | 11,778 | 7.7% | $97.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,510.03万 | 3.83% | 25,270 | -1,605 | -6.0% | -$95.91万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,645.41万 | 4.18% | 344,083 | 31,968 | 10.2% | $152.87万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,825.16万 | 4.63% | 95,100 | 2,998 | 3.3% | $57.54万 | 加仓 |