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 |
|---|---|---|---|---|---|---|---|---|
| FELC | Fidelity Enhanced Large Cap Core ETF | $53.03万 | 0.08% | 12,654 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Company Common Stock | $52.17万 | 0.08% | 6,313 | 382 | 6.4% | $3.16万 | 加仓 |
| VXUS | Vanguard Total International Stock ETF | $50.92万 | 0.08% | 5,956 | -5,180 | -46.5% | -$44.28万 | 减仓 |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $49.13万 | 0.08% | 5,588 | 43 | 0.8% | $3,780 | 加仓 |
| SUSL | iShares ESG MSCI USA Leaders ETF | $49.13万 | 0.08% | 3,700 | 1,151 | 45.2% | $15.28万 | 加仓 |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) | $48.62万 | 0.08% | 1,170 | 245 | 26.5% | $10.18万 | 加仓 |
| IVW | iShares S&P 500 Growth ETF | $47.32万 | 0.07% | 3,441 | 38 | 1.1% | $5,226 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $41.32万 | 0.07% | 7,707 | 749 | 10.8% | $4.02万 | 加仓 |
| IUSV | iShares Core S&P U.S. Value ETF | $41.09万 | 0.07% | 3,730 | -96 | -2.5% | -$1.06万 | 减仓 |
| ABT | Abbott Laboratories Common Stock | $40.69万 | 0.06% | 4,485 | -26,966 | -85.7% | -$244.66万 | 减仓 |
| PANW | Palo Alto Networks, Inc. - Common Stock | $40.22万 | 0.06% | 1,180 | -14,306 | -92.4% | -$487.67万 | 重新持有 |
| ORCL | Oracle Corporation Common Stock | $39.68万 | 0.06% | 2,708 | 818 | 43.3% | $11.99万 | 加仓 |
| IBM | International Business Machines Corporation Common Stock | $39.58万 | 0.06% | 1,408 | 143 | 11.3% | $4.02万 | 加仓 |
| SLV | iShares Silver Trust | $39.54万 | 0.06% | 7,395 | -3,782 | -33.8% | -$20.22万 | 减仓 |
| AXSM | Axsome Therapeutics, Inc. - Common Stock | $39.43万 | 0.06% | 1,611 | 1,611 | — | $39.43万 | 新建仓 |
| XVV | iShares ESG Select Screened S&P 500 ETF | $39.10万 | 0.06% | 6,885 | 1,975 | 40.2% | $11.22万 | 加仓 |
| NFG | National Fuel Gas Company Common Stock | $39.09万 | 0.06% | 5,063 | -1 | -0.0% | -$77 | 减仓 |
| INTC | Intel Corporation - Common Stock | $38.77万 | 0.06% | 2,777 | 2,777 | — | $38.77万 | 新建仓 |
| GLD | SPDR Gold Shares | $37.72万 | 0.06% | 1,024 | 268 | 35.4% | $9.87万 | 加仓 |
| AXP | American Express Company Common Stock | $37.15万 | 0.06% | 1,098 | 140 | 14.6% | $4.74万 | 加仓 |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $36.95万 | 0.06% | 7,305 | 7,305 | — | $36.95万 | 新建仓 |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $36.78万 | 0.06% | 8,673 | 3,206 | 58.6% | $13.60万 | 加仓 |
| — | Dimensional ETF U.S. Core Equity 2 ETF | $36.50万 | 0.06% | 8,228 | 0 | 0.0% | — | 不变 |
| SO | Southern Company (The) Common Stock | $36.21万 | 0.06% | 3,783 | 63 | 1.7% | $6,030 | 加仓 |
| PRK | Park National Corporation Common Stock | $35.97万 | 0.06% | 1,966 | 13 | 0.7% | $2,378 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $35.88万 | 0.06% | 11,317 | 480 | 4.4% | $1.52万 | 加仓 |
| WMT | Walmart Inc. - Common Stock | $35.51万 | 0.06% | 3,135 | 580 | 22.7% | $6.57万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $34.99万 | 0.06% | 17,922 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation Common Stock | $34.18万 | 0.05% | 2,062 | 583 | 39.4% | $9.66万 | 加仓 |
| NEE | NextEra Energy, Inc. Common Stock | $34.03万 | 0.05% | 3,877 | -382 | -9.0% | -$3.35万 | 减仓 |
| PFF | iShares Preferred and Income Securities ETF | $33.50万 | 0.05% | 10,987 | 4,300 | 64.3% | $13.11万 | 加仓 |
| VRT | Vertiv Holdings, LLC Class A Common Stock | $33.47万 | 0.05% | 1,000 | 47 | 4.9% | $1.57万 | 加仓 |
| UPS | United Parcel Service, Inc. Common Stock | $33.38万 | 0.05% | 3,105 | -10,454 | -77.1% | -$112.39万 | 减仓 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $33.19万 | 0.05% | 6,607 | -1,074 | -14.0% | -$5.39万 | 减仓 |
| KO | Coca-Cola Company (The) Common Stock | $32.83万 | 0.05% | 4,040 | 4,040 | — | $32.83万 | 新建仓 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $32.76万 | 0.05% | 6,250 | -606 | -8.8% | -$3.18万 | 减仓 |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $32.50万 | 0.05% | 8,779 | 1,339 | 18.0% | $4.96万 | 重新持有 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $32.26万 | 0.05% | 3,671 | -5 | -0.1% | -$439 | 减仓 |
| FLOT | iShares Floating Rate Bond ETF | $32.14万 | 0.05% | 6,297 | 6,297 | — | $32.14万 | 新建仓 |
| CSCO | Cisco Systems, Inc. - Common Stock | $31.83万 | 0.05% | 2,710 | 2,710 | — | $31.83万 | 新建仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $31.72万 | 0.05% | 3,838 | 208 | 5.7% | $1.72万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $31.33万 | 0.05% | 656 | 2 | 0.3% | $955 | 加仓 |
| MS | Morgan Stanley Common Stock | $31.06万 | 0.05% | 1,486 | 188 | 14.5% | $3.93万 | 加仓 |
| PCAR | PACCAR Inc. - Common Stock | $29.54万 | 0.05% | 2,459 | 16 | 0.7% | $1,922 | 加仓 |
| CSX | CSX Corporation - Common Stock | $29.37万 | 0.05% | 6,180 | 6,180 | — | $29.37万 | 新建仓 |
| IUSG | iShares Core S&P U.S. Growth ETF | $28.96万 | 0.05% | 1,540 | 2 | 0.1% | $376 | 加仓 |
| XJH | iShares ESG Select Screened S&P Mid-Cap ETF | $28.10万 | 0.04% | 5,389 | 5,389 | — | $28.10万 | 新建仓 |
| USD | ProShares Ultra Semiconductors | $28.08万 | 0.04% | 2,693 | 2,693 | — | $28.08万 | 新建仓 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock | $27.71万 | 0.04% | 2,375 | -15 | -0.6% | -$1,750 | 减仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $27.41万 | 0.04% | 3,309 | 3,309 | — | $27.41万 | 新建仓 |
| GS | Goldman Sachs Group, Inc. (The) Common Stock | $26.72万 | 0.04% | 264 | 264 | — | $26.72万 | 新建仓 |
| FDX | FedEx Corporation Common Stock | $26.67万 | 0.04% | 852 | 111 | 15.0% | $3.47万 | 加仓 |
| AVUS | Avantis U.S. Equity ETF | $26.49万 | 0.04% | 2,068 | 203 | 10.9% | $2.60万 | 重新持有 |
| HIMS | Hims & Hers Health, Inc. Class A Common Stock | $26.36万 | 0.04% | 7,602 | -190,825 | -96.2% | -$661.58万 | 减仓 |
| — | Nuveen California AMT-Free Quality Municipal Income Fund | $25.97万 | 0.04% | 20,723 | 20,723 | — | $25.97万 | 新建仓 |
| VDE | Vanguard Energy ETF | $25.95万 | 0.04% | 1,728 | 1,728 | — | $25.95万 | 新建仓 |
| MCD | McDonald's Corporation Common Stock | $25.92万 | 0.04% | 959 | 160 | 20.0% | $4.33万 | 加仓 |
| AMAT | Applied Materials, Inc. - Common Stock | $25.85万 | 0.04% | 358 | 358 | — | $25.85万 | 新建仓 |
| WM | Waste Management, Inc. Common Stock | $25.73万 | 0.04% | 1,155 | 1,155 | — | $25.73万 | 新建仓 |
| LOW | Lowe's Companies, Inc. Common Stock | $25.71万 | 0.04% | 1,166 | -93 | -7.4% | -$2.05万 | 减仓 |
| BAC | Bank of America Corporation Common Stock | $25.69万 | 0.04% | 4,508 | 4,508 | — | $25.69万 | 新建仓 |
| DGRO | iShares Core Dividend Growth ETF | $25.00万 | 0.04% | 3,299 | 81 | 2.5% | $6,139 | 加仓 |
| — | NORTHERN STOCK INDEX | $24.85万 | 0.04% | 3,329 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corporation Common Stock | $24.84万 | 0.04% | 254 | 254 | — | $24.84万 | 新建仓 |
| TXN | Texas Instruments Incorporated - Common Stock | $24.77万 | 0.04% | 831 | 831 | — | $24.77万 | 新建仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $24.46万 | 0.04% | 2,056 | 12 | 0.6% | $1,428 | 加仓 |
| MRAM | Everspin Technologies, Inc. - Common Stock | $24.18万 | 0.04% | 10,000 | 10,000 | — | $24.18万 | 新建仓 |
| RTX | RTX Corporation Common Stock | $24.10万 | 0.04% | 1,270 | 216 | 20.5% | $4.10万 | 加仓 |
| COST | Costco Wholesale Corporation - Common Stock | $24.01万 | 0.04% | 257 | 55 | 27.2% | $5.14万 | 加仓 |
| MA | Mastercard Incorporated Common Stock | $22.84万 | 0.04% | 445 | 445 | — | $22.84万 | 新建仓 |
| IWV | iShares Russell 3000 Fund | $22.39万 | 0.04% | 525 | 1 | 0.2% | $426 | 重新持有 |
| BNDX | Vanguard Total International Bond ETF | $22.38万 | 0.04% | 4,622 | 315 | 7.3% | $1.53万 | 加仓 |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $22.25万 | 0.04% | 1,361 | 1,361 | — | $22.25万 | 新建仓 |
| VGLT | Vanguard Long-Term Treasury ETF | $21.32万 | 0.03% | 3,863 | 3,863 | — | $21.32万 | 新建仓 |
| DE | Deere & Company Common Stock | $21.31万 | 0.03% | 336 | 336 | — | $21.31万 | 新建仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $21.18万 | 0.03% | 2,747 | 2,747 | — | $21.18万 | 新建仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $21.17万 | 0.03% | 1,111 | 1,111 | — | $21.17万 | 新建仓 |
| UBSI | United Bankshares, Inc. - Common Stock | $20.91万 | 0.03% | 4,563 | 4,563 | — | $20.91万 | 新建仓 |
| IJR | iShares Core S&P Small-Cap ETF | $20.86万 | 0.03% | 1,406 | 1,406 | — | $20.86万 | 新建仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $20.43万 | 0.03% | 3,167 | 3,167 | — | $20.43万 | 新建仓 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | $20.21万 | 0.03% | 265 | 265 | — | $20.21万 | 新建仓 |
| PM | Philip Morris International Inc Common Stock | $20.10万 | 0.03% | 1,111 | -172 | -13.4% | -$3.11万 | 减仓 |
| DUK | Duke Energy Corporation (Holding Company) Common Stock | $20.03万 | 0.03% | 1,583 | -97 | -5.8% | -$1.23万 | 减仓 |
| NOC | Northrop Grumman Corporation Common Stock | $19.93万 | 0.03% | 391 | 37 | 10.5% | $1.89万 | 加仓 |
| SMH | VanEck Semiconductor ETF | $19.89万 | 0.03% | 303 | 303 | — | $19.89万 | 新建仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $19.77万 | 0.03% | 3,825 | 3,825 | — | $19.77万 | 新建仓 |
| DECK | Deckers Outdoor Corporation Common Stock | $19.41万 | 0.03% | 1,955 | -29,143 | -93.7% | -$289.38万 | 减仓 |
| KLAC | KLA Corporation - Common Stock | $19.35万 | 0.03% | 641 | 641 | — | $19.35万 | 新建仓 |
| FTEC | Fidelity MSCI Information Technology Index ETF | $19.31万 | 0.03% | 676 | 676 | — | $19.31万 | 新建仓 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $19.22万 | 0.03% | 3,161 | 3,161 | — | $19.22万 | 新建仓 |
| VLO | Valero Energy Corporation Common Stock | $19.07万 | 0.03% | 732 | 732 | — | $19.07万 | 新建仓 |
| FNDF | Schwab Fundamental International Equity ETF | $19.06万 | 0.03% | 3,613 | 3,613 | — | $19.06万 | 新建仓 |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | $19.04万 | 0.03% | 4,799 | 4,799 | — | $19.04万 | 新建仓 |
| — | Firy Inc. Class A Common Stock | $11.90万 | 0.02% | 11,690 | 11,690 | — | $11.90万 | 新建仓 |
| TIPX | SPDR Gold MiniShares | $0 | 0.00% | 0 | -190,121 | -100.0% | -$1,762.23万 | 清仓 |
| PHM | PulteGroup, Inc. | $0 | 0.00% | 0 | -26,157 | -100.0% | -$307.64万 | 清仓 |
| FOXA | Fox Corporation | $0 | 0.00% | 0 | -41,103 | -100.0% | -$240.04万 | 清仓 |
| CAG | ConAgra Brands, Inc. | $0 | 0.00% | 0 | -127,275 | -100.0% | -$200.08万 | 清仓 |
| CMF | iShares California Muni Bond | $0 | 0.00% | 0 | -6,342 | -100.0% | -$36.06万 | 清仓 |
| PYLD | PIMCO MULTISECTOR BOND | $0 | 0.00% | 0 | -9,071 | -100.0% | -$23.77万 | 清仓 |