Peak Retirement Planning, Inc.
COLUMBUS OH · SEC CIK 0002056697
$6.32亿2026Q2 申报市值
194持仓数
40.0%前十大占比 · 第一大 10.4%
42 / 7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
QQQ 加仓+$1,918.18万
XLY 加仓+$1,678.07万
XLRE 加仓+$1,654.74万
VOO 加仓+$632.50万
AMD 重新持有+$531.02万
2026Q2 卖出最多 按季末市值估算
TIPX 清仓-$1,762.23万
XLB 减仓-$1,243.52万
XLP 减仓-$1,215.90万
GLDM 重新持有-$1,163.74万
VWO 减仓-$693.96万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $6,581.91万 | 10.42% | 653,810 | -13,705 | -2.1% | -$137.97万 | 减仓 |
| QQQ | Invesco QQQ Trust, Series 1 | $3,465.14万 | 5.49% | 47,055 | 26,048 | 124.0% | $1,918.18万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $2,871.82万 | 4.55% | 403,062 | -44,576 | -10.0% | -$317.60万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $1,894.47万 | 3.00% | 317,385 | -116,260 | -26.8% | -$693.96万 | 减仓 |
| XLV | State Street Health Care Select Sector SPDR ETF | $1,842.08万 | 2.92% | 116,103 | 30,884 | 36.2% | $490.00万 | 加仓 |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $1,750.64万 | 2.77% | 47,871 | 12,108 | 33.9% | $442.79万 | 加仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $1,749.99万 | 2.77% | 329,503 | 66,808 | 25.4% | $354.82万 | 加仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $1,715.10万 | 2.72% | 146,239 | 143,082 | 4,532.2% | $1,678.07万 | 加仓 |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $1,702.93万 | 2.70% | 386,766 | 375,820 | 3,433.4% | $1,654.74万 | 加仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $1,668.86万 | 2.64% | 155,779 | 40,063 | 34.6% | $429.19万 | 加仓 |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $1,373.01万 | 2.17% | 56,505 | 6,293 | 12.5% | $152.91万 | 加仓 |
| VTV | Vanguard Morningstar Value ETF | $1,361.61万 | 2.16% | 62,479 | 12,513 | 25.0% | $272.70万 | 加仓 |
| VUG | Vanguard Morningstar Growth ETF | $1,347.36万 | 2.13% | 156,415 | 43,849 | 39.0% | $377.71万 | 加仓 |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $1,136.83万 | 1.80% | 57,532 | 6,435 | 12.6% | $127.15万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $1,123.92万 | 1.78% | 16,364 | 9,209 | 128.7% | $632.50万 | 加仓 |
| NVDA | NVIDIA Corporation - Common Stock | $1,085.78万 | 1.72% | 54,264 | 14,958 | 38.1% | $299.30万 | 加仓 |
| VB | Vanguard Morningstar Small-Cap ETF | $1,068.37万 | 1.69% | 35,246 | 713 | 2.1% | $21.61万 | 加仓 |
| GOOGL | Alphabet Inc. - Class A Common Stock | $702.26万 | 1.11% | 19,651 | 4,365 | 28.6% | $155.99万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $689.71万 | 1.09% | 71,525 | 17,844 | 33.2% | $172.07万 | 加仓 |
| MU | Micron Technology, Inc. - Common Stock | $686.53万 | 1.09% | 5,948 | -3,562 | -37.5% | -$411.13万 | 减仓 |
| MSFT | Microsoft Corporation - Common Stock | $622.33万 | 0.99% | 16,684 | 3,997 | 31.5% | $149.09万 | 加仓 |
| LLY | Eli Lilly and Company Common Stock | $606.43万 | 0.96% | 5,056 | 990 | 24.3% | $118.74万 | 加仓 |
| AMD | Advanced Micro Devices, Inc. - Common Stock | $590.91万 | 0.94% | 10,172 | 9,141 | 886.6% | $531.02万 | 重新持有 |
| AAPL | Apple Inc. - Common Stock | $530.07万 | 0.84% | 18,319 | 3,670 | 25.1% | $106.19万 | 加仓 |
| HALO | Halozyme Therapeutics, Inc. - Common Stock | $528.50万 | 0.84% | 67,523 | 20,906 | 44.8% | $163.63万 | 加仓 |
| THC | Tenet Healthcare Corporation Common Stock | $519.88万 | 0.82% | 27,789 | 13,317 | 92.0% | $249.14万 | 加仓 |
| EXEL | Exelixis, Inc. - Common Stock | $513.67万 | 0.81% | 94,407 | 12,287 | 15.0% | $66.85万 | 加仓 |
| MMSI | Merit Medical Systems, Inc. - Common Stock | $513.17万 | 0.81% | 74,008 | 28,865 | 63.9% | $200.15万 | 加仓 |
| V | Visa Inc. | $507.46万 | 0.80% | 14,791 | 14,171 | 2,285.6% | $486.19万 | 重新持有 |
| AVGO | Broadcom Inc. - Common Stock | $505.58万 | 0.80% | 13,384 | 306 | 2.3% | $11.56万 | 加仓 |
| FLEX | Flex Ltd. - Ordinary Shares | $505.52万 | 0.80% | 31,191 | -22,595 | -42.0% | -$366.20万 | 减仓 |
| NBIX | Neurocrine Biosciences, Inc. - Common Stock | $501.12万 | 0.79% | 29,734 | 4,128 | 16.1% | $69.57万 | 加仓 |
| RL | Ralph Lauren Corporation Common Stock | $498.66万 | 0.79% | 12,423 | 3,122 | 33.6% | $125.32万 | 加仓 |
| META | Meta Platforms, Inc. - Class A Common Stock | $483.69万 | 0.77% | 8,587 | 7,298 | 566.2% | $411.09万 | 加仓 |
| TOST | Toast, Inc. Class A Common Stock | $483.17万 | 0.76% | 173,678 | 60,205 | 53.1% | $167.49万 | 加仓 |
| PODD | Insulet Corporation - Common Stock | $476.72万 | 0.75% | 31,312 | 17,419 | 125.4% | $265.20万 | 加仓 |
| ELAN | Elanco Animal Health Incorporated Common Stock | $472.26万 | 0.75% | 191,897 | 57,289 | 42.6% | $140.99万 | 加仓 |
| UHS | Universal Health Services, Inc. Common Stock | $465.21万 | 0.74% | 31,287 | 31,287 | — | $465.21万 | 新建仓 |
| UTHR | United Therapeutics Corporation - Common Stock | $454.56万 | 0.72% | 8,389 | 1,791 | 27.1% | $97.05万 | 加仓 |
| VTI | Vanguard Morningstar Total Stock Market ETF | $426.51万 | 0.68% | 11,526 | -935 | -7.5% | -$34.60万 | 减仓 |
| APP | Applovin Corporation - Class A Common Stock | $425.07万 | 0.67% | 8,250 | 493 | 6.4% | $25.40万 | 加仓 |
| CHWY | Chewy, Inc. Class A Common Stock | $420.67万 | 0.67% | 214,080 | 88,334 | 70.2% | $173.58万 | 加仓 |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $406.93万 | 0.64% | 13,285 | -4,887 | -26.9% | -$149.69万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. - Common Stock | $405.21万 | 0.64% | 2,931 | -231 | -7.3% | -$31.94万 | 减仓 |
| JNJ | Johnson & Johnson Common Stock | $404.40万 | 0.64% | 15,923 | 4,176 | 35.5% | $106.06万 | 加仓 |
| PG | Procter & Gamble Company (The) Common Stock | $397.43万 | 0.63% | 27,103 | 7,510 | 38.3% | $110.12万 | 加仓 |
| MRK | Merck & Company, Inc. Common Stock (new) | $375.84万 | 0.60% | 29,248 | 7,649 | 35.4% | $98.29万 | 加仓 |
| ZM | Zoom Communications, Inc. - Class A Common Stock | $370.39万 | 0.59% | 42,913 | -1,949 | -4.3% | -$16.82万 | 减仓 |
| KMB | Kimberly-Clark Corporation - Common Stock | $362.76万 | 0.57% | 33,047 | 9,909 | 42.8% | $108.77万 | 加仓 |
| CL | Colgate-Palmolive Company Common Stock | $352.45万 | 0.56% | 38,444 | 11,682 | 43.7% | $107.10万 | 加仓 |
| TROW | T. Rowe Price Group, Inc. - Common Stock | $351.68万 | 0.56% | 30,933 | 5,233 | 20.4% | $59.49万 | 加仓 |
| ITW | Illinois Tool Works Inc. Common Stock | $351.56万 | 0.56% | 12,998 | 4,340 | 50.1% | $117.39万 | 加仓 |
| SNA | Snap-On Incorporated Common Stock | $345.55万 | 0.55% | 8,587 | 2,298 | 36.5% | $92.47万 | 加仓 |
| PGR | Progressive Corporation (The) Common Stock | $343.80万 | 0.54% | 15,738 | 15,738 | — | $343.80万 | 新建仓 |
| AOS | A.O. Smith Corporation Common Stock | $342.17万 | 0.54% | 54,556 | 23,838 | 77.6% | $149.51万 | 加仓 |
| MO | Altria Group, Inc. | $341.82万 | 0.54% | 47,507 | 11,311 | 31.2% | $81.38万 | 加仓 |
| JPM | JP Morgan Chase & Co. Common Stock | $338.21万 | 0.54% | 10,332 | 1,296 | 14.3% | $42.42万 | 加仓 |
| GIS | General Mills, Inc. Common Stock | $333.17万 | 0.53% | 95,739 | 41,834 | 77.6% | $145.58万 | 加仓 |
| KHC | The Kraft Heinz Company - Common Stock | $328.57万 | 0.52% | 139,107 | 39,060 | 39.0% | $92.26万 | 加仓 |
| AVY | Avery Dennison Corporation Common Stock | $325.23万 | 0.51% | 20,033 | 7,805 | 63.8% | $126.71万 | 加仓 |
| GILD | Gilead Sciences, Inc. - Common Stock | $320.40万 | 0.51% | 25,360 | 8,770 | 52.9% | $110.80万 | 加仓 |
| PEP | PepsiCo, Inc. - Common Stock | $319.96万 | 0.51% | 23,631 | 7,890 | 50.1% | $106.83万 | 加仓 |
| CMCSA | Comcast Corporation - Class A Common Stock | $316.62万 | 0.50% | 128,969 | 52,690 | 69.1% | $129.35万 | 加仓 |
| CF | CF Industries Holdings, Inc. Common Stock | $307.84万 | 0.49% | 28,436 | 6,408 | 29.1% | $69.37万 | 加仓 |
| VICI | VICI Properties Inc. Common Stock | $307.77万 | 0.49% | 115,922 | 37,065 | 47.0% | $98.41万 | 加仓 |
| PAYX | Paychex, Inc. - Common Stock | $304.57万 | 0.48% | 30,974 | 30,974 | — | $304.57万 | 新建仓 |
| EOG | EOG Resources, Inc. Common Stock | $300.69万 | 0.48% | 23,178 | 4,675 | 25.3% | $60.65万 | 加仓 |
| VZ | Verizon Communications Inc. Common Stock | $296.19万 | 0.47% | 69,955 | 20,048 | 40.2% | $84.88万 | 加仓 |
| VIG | Vanguard Div Appreciation ETF | $286.34万 | 0.45% | 12,101 | 1,525 | 14.4% | $36.09万 | 加仓 |
| CME | CME Group Inc. - Class A Common Stock | $283.71万 | 0.45% | 12,847 | 5,156 | 67.0% | $113.86万 | 加仓 |
| CBOE | Cboe Global Markets, Inc. Common Stock | $282.42万 | 0.45% | 11,638 | 3,644 | 45.6% | $88.43万 | 加仓 |
| AMZN | Amazon.com, Inc. - Common Stock | $266.18万 | 0.42% | 11,168 | 3,370 | 43.2% | $80.32万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. New Common Stock | $264.41万 | 0.42% | 5,284 | 131 | 2.5% | $6.56万 | 加仓 |
| GLDM | SPDR Gold MiniShares Trust | $250.95万 | 0.40% | 31,598 | -146,530 | -82.3% | -$1,163.74万 | 重新持有 |
| ACN | Accenture plc Class A Ordinary Shares (Ireland) | $217.71万 | 0.34% | 17,495 | 6,404 | 57.7% | $79.69万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $215.31万 | 0.34% | 10,119 | 2,093 | 26.1% | $44.53万 | 加仓 |
| VO | Vanguard Morningstar Mid-Cap ETF | $196.48万 | 0.31% | 24,386 | -65,670 | -72.9% | -$529.10万 | 减仓 |
| — | EXXON MOBIL CORP COM DO NOT USE | $177.00万 | 0.28% | 12,946 | 932 | 7.8% | $12.74万 | 加仓 |
| BND | Vanguard Total Bond Market ETF | $164.04万 | 0.26% | 22,346 | -45,706 | -67.2% | -$335.53万 | 减仓 |
| AEP | American Electric Power Company, Inc. - Common Stock | $152.02万 | 0.24% | 11,112 | 414 | 3.9% | $5.66万 | 加仓 |
| GE | GE Aerospace Common Stock | $147.33万 | 0.23% | 3,942 | -45 | -1.1% | -$1.68万 | 减仓 |
| GOOG | Alphabet Inc. - Class C Capital Stock | $141.69万 | 0.22% | 4,010 | 2,427 | 153.3% | $85.76万 | 加仓 |
| GEV | GE Vernova Inc. Common Stock | $127.65万 | 0.20% | 1,087 | 16 | 1.5% | $1.88万 | 加仓 |
| TSLA | Tesla, Inc. - Common Stock | $124.57万 | 0.20% | 2,962 | 821 | 38.3% | $34.53万 | 加仓 |
| VGT | Vanguard Information Tech ETF | $114.94万 | 0.18% | 9,616 | 272 | 2.9% | $3.25万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $108.98万 | 0.17% | 1,455 | 59 | 4.2% | $4.42万 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $104.25万 | 0.17% | 6,597 | -933 | -12.4% | -$14.74万 | 减仓 |
| XLB | State Street Materials Select Sector SPDR ETF | $98.43万 | 0.16% | 19,365 | -244,641 | -92.7% | -$1,243.52万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $90.29万 | 0.14% | 1,209 | -1,260 | -51.0% | -$94.10万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $88.24万 | 0.14% | 17,446 | -2,158 | -11.0% | -$10.91万 | 减仓 |
| HD | Home Depot, Inc. (The) Common Stock | $79.41万 | 0.13% | 2,252 | 288 | 14.7% | $10.16万 | 加仓 |
| XLP | State Street Consumer Staples Select Sector SPDR ETF | $68.95万 | 0.11% | 8,300 | -146,377 | -94.6% | -$1,215.90万 | 减仓 |
| CAT | Caterpillar, Inc. Common Stock | $65.41万 | 0.10% | 614 | 20 | 3.4% | $2.13万 | 加仓 |
| LRCX | Lam Research Corporation - Common Stock | $58.15万 | 0.09% | 1,342 | 1,342 | — | $58.15万 | 新建仓 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $57.90万 | 0.09% | 9,816 | 1,495 | 18.0% | $8.82万 | 加仓 |
| VV | Vanguard Morningstar Large-Cap ETF | $56.92万 | 0.09% | 1,655 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. Common Stock | $56.69万 | 0.09% | 2,253 | -155 | -6.4% | -$3.90万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $56.48万 | 0.09% | 5,848 | 203 | 3.6% | $1.96万 | 加仓 |
| MTG | MGIC Investment Corporation Common Stock | $55.76万 | 0.09% | 19,772 | -1,710 | -8.0% | -$4.82万 | 减仓 |
| XLI | State Street Industrial Select Sector SPDR ETF | $55.38万 | 0.09% | 2,990 | 453 | 17.9% | $8.39万 | 加仓 |