Peak Financial Management, Inc.

WELLESLEY MA · SEC CIK 0001669662

$4.36亿2026Q2 申报市值

114持仓数

52.4%前十大占比 · 第一大 11.8%

19 / 6新建仓 / 清仓

申报市值走势$4.36亿2026Q2

26Q126Q2

VXUS 11.8%

VTI 7.8%

SPGM 7.2%

RSP 4.8%

JPIB 4.0%

VOO 3.9%

SCHM 3.3%

SCHB 3.3%

VCIT 3.2%

SPEM 3.1%

FLXR 加仓+$92.01万

SNDK 新建仓+$90.95万

RSP 加仓+$86.00万

SCHZ 加仓+$70.05万

SCHB 加仓+$69.90万

VOO 减仓-$41.83万

NVDA 减仓-$34.72万

VTI 减仓-$28.75万

PLTR 清仓-$25.73万

PH 清仓-$25.42万

2026Q2 持仓明细点表头排序 · 每页 100 行

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
SCHP	SCHWAB STRATEGIC TR	$974.29万	2.24%	367,655	16,129	4.6%	$42.74万	加仓
SCHZ	SCHWAB STRATEGIC TR	$979.94万	2.25%	423,666	30,286	7.7%	$70.05万	加仓
SDCI	USCF ETF TR	$1,007.31万	2.31%	380,981	3,559	0.9%	$9.41万	加仓
IJR	ISHARES TR	$1,041.72万	2.39%	70,239	406	0.6%	$6.02万	加仓
GLTR	ABRDN PRECIOUS METALS BASKET	$1,137.29万	2.61%	62,781	924	1.5%	$16.74万	加仓
SHYG	ISHARES TR	$1,151.39万	2.64%	271,489	11,001	4.2%	$46.66万	加仓
FLXR	TCW ETF TRUST	$1,188.54万	2.73%	303,122	23,466	8.4%	$92.01万	加仓
RPV	INVESCO EXCHANGE TRADED FD T	$1,208.66万	2.78%	106,190	733	0.7%	$8.34万	加仓
AGG	ISHARES TR	$1,238.73万	2.84%	125,149	705	0.6%	$6.98万	加仓
NFLT	ETFIS SER TR I	$1,353.23万	3.11%	589,643	27,311	4.9%	$62.68万	加仓
SPEM	SPDR INDEX SHS FDS	$1,368.12万	3.14%	264,218	2,962	1.1%	$15.34万	加仓
VCIT	VANGUARD SCOTTSDALE FDS	$1,407.82万	3.23%	170,334	4,626	2.8%	$38.23万	加仓
SCHB	SCHWAB STRATEGIC TR	$1,426.81万	3.28%	492,683	24,135	5.2%	$69.90万	加仓
SCHM	SCHWAB STRATEGIC TR	$1,452.20万	3.33%	393,869	1,735	0.4%	$6.40万	加仓
VOO	VANGUARD INDEX FDS	$1,693.79万	3.89%	24,661	-609	-2.4%	-$41.83万	减仓
JPIB	J P MORGAN EXCHANGE TRADED F	$1,728.98万	3.97%	357,597	13,514	3.9%	$65.34万	加仓
RSP	INVESCO EXCHANGE TRADED FD T	$2,109.46万	4.84%	99,142	4,042	4.3%	$86.00万	加仓
SPGM	SPDR INDEX SHS FDS	$3,127.79万	7.18%	365,097	670	0.2%	$5.74万	加仓
VTI	VANGUARD INDEX FDS	$3,395.15万	7.80%	91,750	-777	-0.8%	-$28.75万	减仓
VXUS	VANGUARD STAR FDS	$5,131.98万	11.78%	600,302	7,050	1.2%	$60.27万	加仓