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
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
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
2026Q2 卖出最多 按季末市值估算
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
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 |
|---|---|---|---|---|---|---|---|---|
| EES | WISDOMTREE TR | $23.05万 | 0.05% | 3,400 | 3,400 | — | $23.05万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.75万 | 0.05% | 3,013 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $22.46万 | 0.05% | 2,652 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $22.36万 | 0.05% | 591 | -145 | -19.7% | -$5.49万 | 减仓 |
| CORP | PIMCO ETF TR | $22.34万 | 0.05% | 2,305 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $22.24万 | 0.05% | 4,400 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $22.22万 | 0.05% | 777 | 777 | — | $22.22万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $22.21万 | 0.05% | 3,951 | 3,951 | — | $22.21万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.90万 | 0.05% | 6,040 | 6,040 | — | $21.90万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.05% | 800 | 800 | — | $20.84万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.78万 | 0.05% | 1,878 | 14 | 0.8% | $1,549 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $20.46万 | 0.05% | 2,700 | 2,700 | — | $20.46万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $20.25万 | 0.05% | 668 | 668 | — | $20.25万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $20.19万 | 0.05% | 603 | 603 | — | $20.19万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,759 | -100.0% | -$25.73万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -284 | -100.0% | -$25.42万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,134 | -100.0% | -$23.48万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -778 | -100.0% | -$22.91万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,429 | -100.0% | -$22.29万 | 清仓 |
| — | AUSTIN GOLD CORP | $0 | 0.00% | 0 | -28,000 | -100.0% | -$4.06万 | 清仓 |