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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $5,131.98万 | 11.78% | 600,302 | 7,050 | 1.2% | $60.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,395.15万 | 7.80% | 91,750 | -777 | -0.8% | -$28.75万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $3,127.79万 | 7.18% | 365,097 | 670 | 0.2% | $5.74万 | 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 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,728.98万 | 3.97% | 357,597 | 13,514 | 3.9% | $65.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,693.79万 | 3.89% | 24,661 | -609 | -2.4% | -$41.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,452.20万 | 3.33% | 393,869 | 1,735 | 0.4% | $6.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,426.81万 | 3.28% | 492,683 | 24,135 | 5.2% | $69.90万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,407.82万 | 3.23% | 170,334 | 4,626 | 2.8% | $38.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,368.12万 | 3.14% | 264,218 | 2,962 | 1.1% | $15.34万 | 加仓 |
| NFLT | ETFIS SER TR I | $1,353.23万 | 3.11% | 589,643 | 27,311 | 4.9% | $62.68万 | 加仓 |
| AGG | ISHARES TR | $1,238.73万 | 2.84% | 125,149 | 705 | 0.6% | $6.98万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1,208.66万 | 2.78% | 106,190 | 733 | 0.7% | $8.34万 | 加仓 |
| FLXR | TCW ETF TRUST | $1,188.54万 | 2.73% | 303,122 | 23,466 | 8.4% | $92.01万 | 加仓 |
| SHYG | ISHARES TR | $1,151.39万 | 2.64% | 271,489 | 11,001 | 4.2% | $46.66万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,137.29万 | 2.61% | 62,781 | 924 | 1.5% | $16.74万 | 加仓 |
| IJR | ISHARES TR | $1,041.72万 | 2.39% | 70,239 | 406 | 0.6% | $6.02万 | 加仓 |
| SDCI | USCF ETF TR | $1,007.31万 | 2.31% | 380,981 | 3,559 | 0.9% | $9.41万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $979.94万 | 2.25% | 423,666 | 30,286 | 7.7% | $70.05万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $974.29万 | 2.24% | 367,655 | 16,129 | 4.6% | $42.74万 | 加仓 |
| AAPL | APPLE INC | $748.64万 | 1.72% | 25,872 | 1,959 | 8.2% | $56.69万 | 加仓 |
| USRT | ISHARES TR | $696.00万 | 1.60% | 104,740 | 2,171 | 2.1% | $14.43万 | 加仓 |
| ACWI | ISHARES TR | $663.60万 | 1.52% | 42,275 | -30 | -0.1% | -$4,709 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $496.89万 | 1.14% | 168,838 | -240 | -0.1% | -$7,063 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $453.82万 | 1.04% | 163,833 | -682 | -0.4% | -$1.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $414.65万 | 0.95% | 20,723 | -1,735 | -7.7% | -$34.72万 | 减仓 |
| IEFA | ISHARES TR | $313.67万 | 0.72% | 32,477 | -121 | -0.4% | -$1.17万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $301.05万 | 0.69% | 74,831 | -188 | -0.3% | -$7,563 | 减仓 |
| ITOT | ISHARES TR | $269.53万 | 0.62% | 16,407 | 316 | 2.0% | $5.19万 | 加仓 |
| IVV | ISHARES TR | $252.07万 | 0.58% | 3,365 | -33 | -1.0% | -$2.47万 | 减仓 |
| TIP | ISHARES TR | $234.29万 | 0.54% | 21,410 | 406 | 1.9% | $4.44万 | 加仓 |
| STIP | ISHARES TR | $224.23万 | 0.51% | 21,949 | -252 | -1.1% | -$2.57万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $199.30万 | 0.46% | 45,596 | -225 | -0.5% | -$9,835 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $192.89万 | 0.44% | 32,967 | -1,188 | -3.5% | -$6.95万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $185.49万 | 0.43% | 55,886 | -685 | -1.2% | -$2.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.53万 | 0.38% | 22,951 | -150 | -0.6% | -$1.07万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $128.14万 | 0.29% | 32,465 | -565 | -1.7% | -$2.23万 | 减仓 |
| RTX | RTX CORPORATION | $124.39万 | 0.29% | 6,556 | 241 | 3.8% | $4.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $112.29万 | 0.26% | 3,010 | 1 | 0.0% | $373 | 加仓 |
| VTV | VANGUARD INDEX FDS | $110.51万 | 0.25% | 5,070 | -192 | -3.6% | -$4.18万 | 减仓 |
| GOOG | ALPHABET INC | $107.03万 | 0.25% | 3,029 | -51 | -1.7% | -$1.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $104.71万 | 0.24% | 17,542 | -612 | -3.4% | -$3.65万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $95.08万 | 0.22% | 24,604 | -76 | -0.3% | -$2,937 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $92.52万 | 0.21% | 801 | 201 | 33.5% | $23.22万 | 加仓 |
| SNDK | SANDISK CORP | $90.95万 | 0.21% | 400 | 400 | — | $90.95万 | 新建仓 |
| GOOGL | ALPHABET INC | $90.48万 | 0.21% | 2,531 | -5 | -0.2% | -$1,787 | 减仓 |
| DSI | ISHARES TR | $88.15万 | 0.20% | 6,191 | 6 | 0.1% | $854 | 加仓 |
| ESGD | ISHARES TR | $85.29万 | 0.20% | 8,295 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $78.35万 | 0.18% | 1,348 | 316 | 30.6% | $18.37万 | 加仓 |
| SUSA | ISHARES TR | $76.53万 | 0.18% | 4,960 | 300 | 6.4% | $4.63万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $73.29万 | 0.17% | 15,230 | 125 | 0.8% | $6,015 | 加仓 |
| AMZN | AMAZON COM INC | $72.50万 | 0.17% | 3,041 | -385 | -11.2% | -$9.18万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $66.37万 | 0.15% | 22,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $62.96万 | 0.14% | 855 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $62.64万 | 0.14% | 1,676 | -80 | -4.6% | -$2.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.24万 | 0.14% | 665 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $60.59万 | 0.14% | 3,702 | 50 | 1.4% | $8,183 | 加仓 |
| GEV | GE VERNOVA INC | $60.21万 | 0.14% | 512 | -35 | -6.4% | -$4.12万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $51.48万 | 0.12% | 5,365 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $51.27万 | 0.12% | 22,145 | 600 | 2.8% | $1.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.88万 | 0.11% | 1,023 | -128 | -11.1% | -$6.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.67万 | 0.11% | 11,022 | 100 | 0.9% | $4,234 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $43.73万 | 0.10% | 2,756 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $42.02万 | 0.10% | 3,009 | 3,009 | — | $42.02万 | 新建仓 |
| — | EXXON MOBIL CORP | $41.83万 | 0.10% | 3,059 | 133 | 4.5% | $1.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.67万 | 0.10% | 11,533 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $38.82万 | 0.09% | 689 | -292 | -29.8% | -$16.45万 | 减仓 |
| LLY | ELI LILLY & CO | $38.38万 | 0.09% | 320 | 29 | 10.0% | $3.48万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $38.32万 | 0.09% | 600 | 600 | — | $38.32万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.08万 | 0.09% | 761 | 126 | 19.8% | $6.30万 | 加仓 |
| EPI | WISDOMTREE TR | $37.00万 | 0.08% | 8,648 | -200 | -2.3% | -$8,556 | 减仓 |
| JNK | SPDR SERIES TRUST | $36.50万 | 0.08% | 3,787 | 50 | 1.3% | $4,818 | 加仓 |
| IYW | ISHARES TR | $35.46万 | 0.08% | 1,406 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.18万 | 0.08% | 461 | 461 | — | $35.18万 | 新建仓 |
| LQD | ISHARES TR | $35.14万 | 0.08% | 3,221 | 95 | 3.0% | $1.04万 | 加仓 |
| ESGE | ISHARES INC | $35.07万 | 0.08% | 6,412 | -85 | -1.3% | -$4,649 | 减仓 |
| DE | DEERE & CO | $34.51万 | 0.08% | 544 | 50 | 10.1% | $3.17万 | 加仓 |
| ESML | ISHARES TR | $33.19万 | 0.08% | 5,934 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $32.58万 | 0.07% | 2,222 | 97 | 4.6% | $1.42万 | 加仓 |
| GLD | SPDR GOLD TR | $31.53万 | 0.07% | 856 | 225 | 35.7% | $8.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $31.42万 | 0.07% | 3,258 | 10 | 0.3% | $964 | 加仓 |
| IWS | ISHARES TR | $31.27万 | 0.07% | 1,900 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $30.39万 | 0.07% | 2,006 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $29.90万 | 0.07% | 1,003 | 1,003 | — | $29.90万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $29.36万 | 0.07% | 1,585 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $29.27万 | 0.07% | 3,337 | 407 | 13.9% | $3.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.95万 | 0.07% | 300 | 300 | — | $28.95万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $28.86万 | 0.07% | 1,136 | 1 | 0.1% | $254 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.59万 | 0.06% | 272 | 272 | — | $27.59万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.47万 | 0.06% | 977 | 126 | 14.8% | $3.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.31万 | 0.06% | 365 | -17 | -4.5% | -$1.27万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.13万 | 0.06% | 5,630 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $25.43万 | 0.06% | 884 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $25.12万 | 0.06% | 832 | 832 | — | $25.12万 | 新建仓 |
| CSCO | CISCO SYS INC | $24.75万 | 0.06% | 2,106 | 2,106 | — | $24.75万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.74万 | 0.06% | 7,802 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.69万 | 0.06% | 981 | 50 | 5.4% | $1.26万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.80万 | 0.05% | 875 | 875 | — | $23.80万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $23.24万 | 0.05% | 531 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $23.22万 | 0.05% | 1,150 | 1,150 | — | $23.22万 | 新建仓 |