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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond | $6,719.20万 | 13.40% | 667,515 | 95,235 | 16.6% | $958.63万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets | $2,868.46万 | 5.72% | 447,638 | 81,148 | 22.1% | $520.00万 | 加仓 |
| VWO | Vanguard FTSE Emerging Markets | $2,343.85万 | 4.67% | 433,645 | 72,987 | 20.2% | $394.49万 | 加仓 |
| TIPX | SPDR Gold MiniShares | $1,762.23万 | 3.51% | 190,121 | 190,121 | — | $1,762.23万 | 新建仓 |
| XLE | State Street Energy Select Sector SPDR | $1,609.27万 | 3.21% | 262,695 | 26,495 | 11.2% | $162.31万 | 加仓 |
| XLB | State Street Materials Select Sector SPDR | $1,319.24万 | 2.63% | 264,006 | 32,960 | 14.3% | $164.70万 | 加仓 |
| XLC | State Street Communication Services Select Sector SPDR | $1,282.83万 | 2.56% | 115,716 | 25,396 | 28.1% | $281.54万 | 加仓 |
| XLP | State Street Consumer Staples Select Sector SPDR | $1,268.04万 | 2.53% | 154,677 | 27,307 | 21.4% | $223.86万 | 加仓 |
| XLV | State Street Health Care Select Sector SPDR | $1,249.40万 | 2.49% | 85,219 | 85,219 | — | $1,249.40万 | 新建仓 |
| QQQ | Invesco QQQ | $1,212.49万 | 2.42% | 21,007 | -18,456 | -46.8% | -$1,065.25万 | 减仓 |
| VBR | Vanguard Small-Cap Value | $1,090.85万 | 2.18% | 50,212 | 15,469 | 44.5% | $336.06万 | 加仓 |
| VBK | Vanguard Small-Cap Growth | $1,080.94万 | 2.16% | 35,763 | 19,354 | 117.9% | $584.98万 | 加仓 |
| VTV | Vanguard Value | $980.33万 | 1.95% | 49,966 | 17,583 | 54.3% | $344.98万 | 加仓 |
| VOE | Vanguard Mid-Cap Value | $941.62万 | 1.88% | 51,097 | 25,153 | 97.0% | $463.52万 | 加仓 |
| VB | Vanguard Small-Cap | $904.50万 | 1.80% | 34,533 | 28,751 | 497.3% | $753.05万 | 加仓 |
| VUG | Vanguard Growth | $819.48万 | 1.63% | 18,761 | -4,585 | -19.6% | -$200.27万 | 减仓 |
| NVDA | NVIDIA Corporation | $685.50万 | 1.37% | 39,306 | 5,617 | 16.7% | $97.96万 | 加仓 |
| VO | Vanguard Mid-Cap | $646.56万 | 1.29% | 22,514 | 17,101 | 315.9% | $491.11万 | 加仓 |
| BND | Vanguard Total Bond Market | $501.14万 | 1.00% | 68,052 | 59,051 | 656.0% | $434.85万 | 加仓 |
| VNQ | Vanguard Real Estate | $476.15万 | 0.95% | 53,681 | 6,208 | 13.1% | $55.06万 | 加仓 |
| MSFT | Microsoft Corporation | $469.63万 | 0.94% | 12,687 | 2,544 | 25.1% | $94.17万 | 加仓 |
| VOT | Vanguard Mid-Cap Growth | $467.65万 | 0.93% | 18,172 | 1,433 | 8.6% | $36.88万 | 加仓 |
| GOOGL | Alphabet Inc. | $439.58万 | 0.88% | 15,286 | 2,991 | 24.3% | $86.01万 | 加仓 |
| VOO | Vanguard S&P 500 | $427.57万 | 0.85% | 7,155 | -6,345 | -47.0% | -$379.17万 | 减仓 |
| HIMS | Hims & Hers Health, Inc. | $411.94万 | 0.82% | 198,427 | 115,860 | 140.3% | $240.53万 | 加仓 |
| AVGO | Broadcom Inc. | $404.78万 | 0.81% | 13,078 | 3,048 | 30.4% | $94.34万 | 加仓 |
| VTI | Vanguard Total Stock Market | $399.77万 | 0.80% | 12,461 | -4,620 | -27.0% | -$148.22万 | 减仓 |
| UTHR | United Therapeutics Corporation | $391.26万 | 0.78% | 6,598 | 1,017 | 18.2% | $60.31万 | 加仓 |
| LLY | Eli Lilly and Company | $373.94万 | 0.75% | 4,066 | 3,423 | 532.3% | $314.81万 | 加仓 |
| AAPL | Apple Inc. | $371.78万 | 0.74% | 14,649 | 776 | 5.6% | $19.69万 | 加仓 |
| ZM | Zoom Communications, Inc. | $360.65万 | 0.72% | 44,862 | 12,300 | 37.8% | $98.88万 | 加仓 |
| EXEL | Exelixis, Inc. | $352.21万 | 0.70% | 82,120 | 19,614 | 31.4% | $84.12万 | 加仓 |
| FLEX | Flex Ltd. | $352.08万 | 0.70% | 53,786 | 7,824 | 17.0% | $51.22万 | 加仓 |
| MPWR | Monolithic Power Systems, Inc. | $345.77万 | 0.69% | 3,162 | 121 | 4.0% | $13.23万 | 加仓 |
| CHWY | Chewy, Inc. | $339.51万 | 0.68% | 125,746 | 39,689 | 46.1% | $107.16万 | 加仓 |
| NBIX | Neurocrine Biosciences, Inc. | $337.33万 | 0.67% | 25,606 | 5,989 | 30.5% | $78.90万 | 加仓 |
| ABT | Abbott Laboratories | $322.91万 | 0.64% | 31,451 | 5,491 | 21.2% | $56.38万 | 加仓 |
| ELAN | Elanco Animal Health Incorporated | $322.12万 | 0.64% | 134,608 | 12,838 | 10.5% | $30.72万 | 加仓 |
| MU | Micron Technology, Inc. | $321.27万 | 0.64% | 9,510 | -1,370 | -12.6% | -$46.28万 | 减仓 |
| RL | Ralph Lauren Corporation | $319.96万 | 0.64% | 9,301 | 1,445 | 18.4% | $49.71万 | 加仓 |
| DECK | Deckers Outdoor Corporation | $311.26万 | 0.62% | 31,098 | 3,161 | 11.3% | $31.64万 | 加仓 |
| MMSI | Merit Medical Systems, Inc. | $311.17万 | 0.62% | 45,143 | 12,671 | 39.0% | $87.34万 | 加仓 |
| APP | Applovin Corporation | $308.74万 | 0.62% | 7,757 | 3,556 | 84.6% | $141.53万 | 加仓 |
| PHM | PulteGroup, Inc. | $307.64万 | 0.61% | 26,157 | 2,175 | 9.1% | $25.58万 | 加仓 |
| HALO | Halozyme Therapeutics, Inc. | $301.29万 | 0.60% | 46,617 | 46,617 | — | $301.29万 | 新建仓 |
| TOST | Toast, Inc. | $300.82万 | 0.60% | 113,473 | 113,473 | — | $300.82万 | 新建仓 |
| PODD | Insulet Corporation | $291.53万 | 0.58% | 13,893 | 4,151 | 42.6% | $87.10万 | 加仓 |
| JNJ | Johnson & Johnson | $287.15万 | 0.57% | 11,747 | 305 | 2.7% | $7.46万 | 加仓 |
| CF | CF Industries Holdings, Inc. | $286.02万 | 0.57% | 22,028 | -3,948 | -15.2% | -$51.26万 | 减仓 |
| PG | Procter & Gamble Company (The) | $283.01万 | 0.56% | 19,593 | 1,375 | 7.5% | $19.86万 | 加仓 |
| THC | Tenet Healthcare Corporation | $273.11万 | 0.54% | 14,472 | 113 | 0.8% | $2.13万 | 加仓 |
| EOG | EOG Resources, Inc. | $267.50万 | 0.53% | 18,503 | -829 | -4.3% | -$11.98万 | 减仓 |
| JPM | JP Morgan Chase & Co. | $265.79万 | 0.53% | 9,036 | 968 | 12.0% | $28.47万 | 加仓 |
| MRK | Merck & Company, Inc. | $259.81万 | 0.52% | 21,599 | 1,362 | 6.7% | $16.38万 | 加仓 |
| VZ | Verizon Communications Inc. | $250.53万 | 0.50% | 49,907 | -2,214 | -4.2% | -$11.11万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. | $246.94万 | 0.49% | 5,153 | -423 | -7.6% | -$20.27万 | 减仓 |
| PEP | PepsiCo, Inc. | $244.44万 | 0.49% | 15,741 | 846 | 5.7% | $13.14万 | 加仓 |
| FOXA | Fox Corporation | $240.04万 | 0.48% | 41,103 | 12,759 | 45.0% | $74.51万 | 加仓 |
| MO | Altria Group, Inc. | $238.86万 | 0.48% | 36,196 | -65 | -0.2% | -$4,289 | 减仓 |
| TROW | T. Rowe Price Group, Inc. | $231.66万 | 0.46% | 25,700 | 5,987 | 30.4% | $53.97万 | 加仓 |
| GILD | Gilead Sciences, Inc. | $231.22万 | 0.46% | 16,590 | -17 | -0.1% | -$2,369 | 减仓 |
| SNA | Snap-On Incorporated | $228.42万 | 0.46% | 6,289 | 482 | 8.3% | $17.51万 | 加仓 |
| CL | Colgate-Palmolive Company | $228.09万 | 0.45% | 26,762 | -193 | -0.7% | -$1.64万 | 减仓 |
| VIG | Vanguard Div Appreciation | $227.46万 | 0.45% | 10,576 | 1,325 | 14.3% | $28.50万 | 加仓 |
| CME | CME Group Inc. | $227.15万 | 0.45% | 7,691 | 324 | 4.4% | $9.57万 | 加仓 |
| ITW | Illinois Tool Works Inc. | $225.36万 | 0.45% | 8,658 | 351 | 4.2% | $9.14万 | 加仓 |
| KHC | The Kraft Heinz Company | $225.01万 | 0.45% | 100,047 | 17,079 | 20.6% | $38.41万 | 加仓 |
| CBOE | Cboe Global Markets, Inc. | $224.69万 | 0.45% | 7,994 | -11 | -0.1% | -$3,092 | 减仓 |
| KMB | Kimberly-Clark Corporation | $223.21万 | 0.45% | 23,138 | 2,951 | 14.6% | $28.47万 | 加仓 |
| ACN | Accenture plc | $219.92万 | 0.44% | 11,091 | 3,769 | 51.5% | $74.73万 | 加仓 |
| CMCSA | Comcast Corporation | $219.00万 | 0.44% | 76,279 | 8,445 | 12.4% | $24.25万 | 加仓 |
| VICI | VICI Properties Inc. | $215.44万 | 0.43% | 78,857 | 7,821 | 11.0% | $21.37万 | 加仓 |
| AVY | Avery Dennison Corporation | $211.15万 | 0.42% | 12,228 | 1,474 | 13.7% | $25.45万 | 加仓 |
| — | Exxon Mobil Corporation | $203.83万 | 0.41% | 12,014 | 5,240 | 77.4% | $88.90万 | 加仓 |
| AOS | A.O. Smith Corporation | $202.56万 | 0.40% | 30,718 | 30,718 | — | $202.56万 | 新建仓 |
| GIS | General Mills, Inc. | $200.64万 | 0.40% | 53,905 | 10,870 | 25.3% | $40.46万 | 加仓 |
| CAG | ConAgra Brands, Inc. | $200.08万 | 0.40% | 127,275 | 11,531 | 10.0% | $18.13万 | 加仓 |
| AMZN | Amazon.com, Inc. | $162.40万 | 0.32% | 7,798 | 925 | 13.5% | $19.26万 | 加仓 |
| SPY | State Street SPDR S&P 500 | $160.56万 | 0.32% | 2,469 | 585 | 31.1% | $38.04万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight | $154.04万 | 0.31% | 8,026 | 1,123 | 16.3% | $21.55万 | 加仓 |
| AEP | American Electric Power Company, Inc. | $140.22万 | 0.28% | 10,698 | 2,373 | 28.5% | $31.10万 | 加仓 |
| UPS | United Parcel Service, Inc. | $133.40万 | 0.27% | 13,559 | 37 | 0.3% | $3,640 | 加仓 |
| GE | GE Aerospace | $113.13万 | 0.23% | 3,987 | 175 | 4.6% | $4.97万 | 加仓 |
| VYM | Vanguard High Dividend Yield | $111.51万 | 0.22% | 7,530 | -395 | -5.0% | -$5.85万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond | $97.81万 | 0.20% | 19,604 | 7,974 | 68.6% | $39.78万 | 加仓 |
| GEV | GE Vernova Inc. | $93.52万 | 0.19% | 1,071 | 45 | 4.4% | $3.93万 | 加仓 |
| IVV | iShares Core S&P 500 | $91.21万 | 0.18% | 1,396 | 185 | 15.3% | $12.09万 | 加仓 |
| VXUS | Vanguard Total International Stock | $85.87万 | 0.17% | 11,136 | 686 | 6.6% | $5.29万 | 加仓 |
| VGT | Vanguard Information Tech | $81.49万 | 0.16% | 1,168 | -60 | -4.9% | -$4.19万 | 减仓 |
| TSLA | Tesla, Inc. | $79.59万 | 0.16% | 2,141 | 773 | 56.5% | $28.74万 | 加仓 |
| SLV | iShares Silver | $76.16万 | 0.15% | 11,177 | 1,264 | 12.8% | $8.61万 | 加仓 |
| META | Meta Platforms, Inc. | $73.76万 | 0.15% | 1,289 | -122 | -8.6% | -$6.98万 | 减仓 |
| HD | Home Depot, Inc. (The) | $64.58万 | 0.13% | 1,964 | 121 | 6.6% | $3.98万 | 加仓 |
| MTG | MGIC Investment Corporation | $56.39万 | 0.11% | 21,482 | -168 | -0.8% | -$4,410 | 减仓 |
| ABBV | AbbVie Inc. | $52.38万 | 0.10% | 2,408 | 106 | 4.6% | $2.31万 | 加仓 |
| IEFA | iShares Core MSCI EAFE | $51.10万 | 0.10% | 5,645 | 1,162 | 25.9% | $10.52万 | 加仓 |
| VGIT | Vanguard Intermediate-Term Treasury | $49.55万 | 0.10% | 8,321 | 2,069 | 33.1% | $12.32万 | 加仓 |
| VV | Vanguard Large-Cap | $49.46万 | 0.10% | 1,655 | -892 | -35.0% | -$26.66万 | 减仓 |
| NFG | National Fuel Gas Company | $47.58万 | 0.09% | 5,064 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Company | $47.21万 | 0.09% | 5,931 | -964 | -14.0% | -$7.67万 | 减仓 |