Peak Retirement Planning, Inc.
COLUMBUS OH · SEC CIK 0002056697
$5.01亿2026Q1 申报市值
152持仓数
43.1%前十大占比 · 第一大 13.4%
23 / 7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
TIPX 新建仓+$1,762.23万
XLV 新建仓+$1,249.40万
SGOV 加仓+$958.63万
VB 加仓+$753.05万
VBK 加仓+$584.98万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$1,065.25万
XLRE 减仓-$999.57万
VOO 减仓-$379.17万
CHTR 清仓-$282.65万
PINS 清仓-$275.47万
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 |
|---|---|---|---|---|---|---|---|---|
| FELC | Fidelity Enhanced Large Cap Core | $45.90万 | 0.09% | 12,654 | 35 | 0.3% | $1,269 | 加仓 |
| GOOG | Alphabet Inc. | $45.40万 | 0.09% | 1,583 | 270 | 20.6% | $7.74万 | 加仓 |
| XLRE | State Street Real Estate Select Sector SPDR | $44.69万 | 0.09% | 10,946 | -244,823 | -95.7% | -$999.57万 | 减仓 |
| CAT | Caterpillar, Inc. | $42.06万 | 0.08% | 594 | 91 | 18.1% | $6.44万 | 加仓 |
| XLI | State Street Industrial Select Sector SPDR | $41.03万 | 0.08% | 2,537 | 2,537 | — | $41.03万 | 新建仓 |
| MGK | Vanguard Mega Cap Growth | $40.74万 | 0.08% | 1,109 | -136 | -10.9% | -$5.00万 | 减仓 |
| NEE | NextEra Energy, Inc. | $39.56万 | 0.08% | 4,259 | 425 | 11.1% | $3.95万 | 加仓 |
| IUSV | iShares Core S&P U.S. Value | $39.12万 | 0.08% | 3,826 | -6 | -0.2% | -$613 | 减仓 |
| IVW | iShares S&P 500 Growth | $38.49万 | 0.08% | 3,403 | 185 | 5.7% | $2.09万 | 加仓 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | $38.36万 | 0.08% | 7,681 | -886 | -10.3% | -$4.43万 | 减仓 |
| CMF | iShares California Muni Bond | $36.06万 | 0.07% | 6,342 | 6,342 | — | $36.06万 | 新建仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond | $36.04万 | 0.07% | 6,856 | -1,839 | -21.2% | -$9.67万 | 减仓 |
| SO | Southern Company (The) | $35.90万 | 0.07% | 3,720 | 38 | 1.0% | $3,668 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND | $35.00万 | 0.07% | 17,922 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc. | $34.96万 | 0.07% | 2,390 | 1,181 | 97.7% | $17.28万 | 加仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR | $34.40万 | 0.07% | 3,157 | -1,962 | -38.3% | -$21.38万 | 减仓 |
| XLF | State Street Financial Select Sector SPDR | $34.35万 | 0.07% | 6,958 | 28 | 0.4% | $1,382 | 加仓 |
| SCHD | Schwab US Dividend Equity | $33.25万 | 0.07% | 10,837 | 83 | 0.8% | $2,546 | 加仓 |
| GLD | SPDR Gold | $32.53万 | 0.06% | 756 | 59 | 8.5% | $2.54万 | 加仓 |
| — | Dimensional U.S. Core Equity 2 | $31.97万 | 0.06% | 8,228 | 21 | 0.3% | $816 | 加仓 |
| PRK | Park National Corporation | $31.93万 | 0.06% | 1,953 | 13 | 0.7% | $2,125 | 加仓 |
| WMT | Walmart Inc. | $31.76万 | 0.06% | 2,555 | 286 | 12.6% | $3.55万 | 加仓 |
| IBM | International Business Machines Corporation | $30.66万 | 0.06% | 1,265 | 189 | 17.6% | $4.58万 | 加仓 |
| CVX | Chevron Corporation | $30.60万 | 0.06% | 1,479 | 1,479 | — | $30.60万 | 新建仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond | $30.04万 | 0.06% | 3,630 | 1,110 | 44.0% | $9.18万 | 加仓 |
| LOW | Lowe's Companies, Inc. | $29.75万 | 0.06% | 1,259 | -386 | -23.5% | -$9.12万 | 减仓 |
| AXP | American Express Company | $28.99万 | 0.06% | 958 | 74 | 8.4% | $2.24万 | 加仓 |
| SUSL | iShares ESG MSCI USA Leaders | $28.96万 | 0.06% | 2,549 | 2,549 | — | $28.96万 | 新建仓 |
| PCAR | PACCAR Inc. | $28.21万 | 0.06% | 2,443 | 72 | 3.0% | $8,315 | 加仓 |
| SPYM | State Street SPDR Portfolio S&P 500 | $28.14万 | 0.06% | 3,676 | -17 | -0.5% | -$1,301 | 减仓 |
| ORCL | Oracle Corporation | $27.81万 | 0.06% | 1,890 | 251 | 15.3% | $3.69万 | 加仓 |
| FDX | FedEx Corporation | $26.40万 | 0.05% | 741 | 21 | 2.9% | $7,482 | 加仓 |
| UNH | UnitedHealth Group Incorporated | $25.02万 | 0.05% | 925 | 19 | 2.1% | $5,139 | 加仓 |
| MCD | McDonald's Corporation | $24.85万 | 0.05% | 799 | 80 | 11.1% | $2.49万 | 加仓 |
| XVV | iShares ESG Select Screened S&P 500 | $24.17万 | 0.05% | 4,910 | 4,910 | — | $24.17万 | 新建仓 |
| NOC | Northrop Grumman Corporation | $24.12万 | 0.05% | 354 | 354 | — | $24.12万 | 新建仓 |
| VRT | Vertiv Holdings, LLC | $23.88万 | 0.05% | 953 | 953 | — | $23.88万 | 新建仓 |
| IUSG | iShares Core S&P U.S. Growth | $23.85万 | 0.05% | 1,538 | 1,538 | — | $23.85万 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND | $23.77万 | 0.05% | 9,071 | -516 | -5.4% | -$1.35万 | 减仓 |
| VTEC | Vanguard California Tax-Exempt Bond | $23.16万 | 0.05% | 2,337 | 2,337 | — | $23.16万 | 新建仓 |
| SHYG | iShares 0-5 Year High Yield Corporate Bond | $23.13万 | 0.05% | 5,467 | -50 | -0.9% | -$2,115 | 减仓 |
| DGRO | iShares Core Dividend Growth | $22.58万 | 0.05% | 3,218 | -969 | -23.1% | -$6.80万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $22.10万 | 0.04% | 654 | 654 | — | $22.10万 | 新建仓 |
| DUK | Duke Energy Corporation (Holding Company) | $22.00万 | 0.04% | 1,680 | 1,680 | — | $22.00万 | 新建仓 |
| — | NORTHERN STOCK INDEX | $21.64万 | 0.04% | 3,329 | 3,329 | — | $21.64万 | 新建仓 |
| MS | Morgan Stanley | $21.35万 | 0.04% | 1,298 | 1,298 | — | $21.35万 | 新建仓 |
| PM | Philip Morris International Inc | $21.21万 | 0.04% | 1,283 | 1,283 | — | $21.21万 | 新建仓 |
| BNDX | Vanguard Total International Bond | $20.69万 | 0.04% | 4,307 | 4,307 | — | $20.69万 | 新建仓 |
| RTX | RTX Corporation | $20.33万 | 0.04% | 1,054 | 1,054 | — | $20.33万 | 新建仓 |
| PFF | iShares Preferred and Income Securities | $20.28万 | 0.04% | 6,687 | 34 | 0.5% | $1,031 | 加仓 |
| COST | Costco Wholesale Corporation | $20.11万 | 0.04% | 202 | 202 | — | $20.11万 | 新建仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth | $20.01万 | 0.04% | 2,044 | 2,044 | — | $20.01万 | 新建仓 |
| GLDM | SPDR Gold MiniShares Trust | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | Palo Alto Networks, Inc. - Common Stock | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHTR | Charter Communications, Inc. - Class A Common Stock | $0 | 0.00% | 0 | -13,540 | -100.0% | -$282.65万 | 清仓 |
| PINS | Pinterest, Inc. Class A Common Stock | $0 | 0.00% | 0 | -106,401 | -100.0% | -$275.47万 | 清仓 |
| USB | U.S. Bancorp Common Stock | $0 | 0.00% | 0 | -38,008 | -100.0% | -$202.81万 | 清仓 |
| XLU | State Street Utilities Select Sector SPDR ETF | $0 | 0.00% | 0 | -8,309 | -100.0% | -$35.47万 | 清仓 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | Truist Financial Corporation Common Stock | $0 | 0.00% | 0 | -5,034 | -100.0% | -$24.77万 | 清仓 |
| SPPP | Sprott Physical Platinum and Palladium Trust | $0 | 0.00% | 0 | -13,928 | -100.0% | -$23.46万 | 清仓 |
| AMD | Advanced Micro Devices, Inc. - Common Stock | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | Visa Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | Medtronic plc. Ordinary Shares | $0 | 0.00% | 0 | -2,186 | -100.0% | -$21.00万 | 清仓 |
| AVUS | Avantis U.S. Equity ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWV | iShares Russell 3000 Fund | $0 | 0.00% | 0 | — | — | — | 申报中断 |