Old Peak Finance LLC
CHAPEL HILL NC · SEC CIK 0002080991
$1.71亿2026Q1 申报市值
84持仓数
76.1%前十大占比 · 第一大 23.1%
3 / 5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
NVDA 加仓+$815.81万
BSV 加仓+$186.73万
DIMENSIONAL ETF 加仓+$95.18万
VTI 加仓+$66.57万
DFAX 加仓+$60.01万
2026Q1 卖出最多 按季末市值估算
RJF 清仓-$31.12万
CRM 清仓-$27.23万
VUG 清仓-$26.88万
INTC 减仓-$26.66万
CCL 清仓-$20.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,938 | -100.0% | -$31.12万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$27.23万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -551 | -100.0% | -$26.88万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,855 | -100.0% | -$20.94万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -302 | -100.0% | -$20.43万 | 清仓 |
| NEM | NEWMONT CORP | $20.80万 | 0.12% | 1,921 | 1,921 | — | $20.80万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.84万 | 0.12% | 424 | -3 | -0.7% | -$1,475 | 减仓 |
| — | ISHARES TR | $20.85万 | 0.12% | 1,992 | -67 | -3.3% | -$7,013 | 减仓 |
| ESGD | ISHARES TR | $21.99万 | 0.13% | 2,299 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $22.03万 | 0.13% | 1,300 | 1,300 | — | $22.03万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.32万 | 0.13% | 1,545 | 1,545 | — | $22.32万 | 新建仓 |
| ESGE | ISHARES INC | $23.08万 | 0.13% | 5,076 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $23.15万 | 0.14% | 737 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.40万 | 0.14% | 753 | 15 | 2.0% | $4,662 | 加仓 |
| PEP | PEPSICO INC | $23.70万 | 0.14% | 1,526 | 34 | 2.3% | $5,280 | 加仓 |
| — | ISHARES INC | $23.80万 | 0.14% | 4,885 | -363 | -6.9% | -$1.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.86万 | 0.14% | 1,216 | 2 | 0.2% | $392 | 加仓 |
| IJR | ISHARES TR | $24.29万 | 0.14% | 1,954 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $24.44万 | 0.14% | 2,516 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.40万 | 0.15% | 1,047 | 17 | 1.7% | $4,125 | 加仓 |
| AZO | AUTOZONE INC | $25.67万 | 0.15% | 76 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $26.90万 | 0.16% | 1,027 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $28.03万 | 0.16% | 5,962 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $29.14万 | 0.17% | 6,013 | -278 | -4.4% | -$1.35万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.31万 | 0.17% | 4,121 | 2 | 0.0% | $142 | 加仓 |
| SPYV | SPDR SERIES TRUST | $31.18万 | 0.18% | 5,511 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $31.35万 | 0.18% | 1,938 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.72万 | 0.19% | 1,653 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $31.90万 | 0.19% | 692 | 2 | 0.3% | $922 | 加仓 |
| IWM | ISHARES TR | $31.92万 | 0.19% | 1,287 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $33.00万 | 0.19% | 3,280 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.86万 | 0.20% | 368 | -7 | -1.9% | -$6,440 | 减仓 |
| ESGV | VANGUARD WORLD FD | $33.96万 | 0.20% | 3,025 | 262 | 9.5% | $2.94万 | 加仓 |
| META | META PLATFORMS INC | $34.39万 | 0.20% | 601 | 145 | 31.8% | $8.30万 | 加仓 |
| WMT | WALMART INC | $34.72万 | 0.20% | 2,794 | 77 | 2.8% | $9,568 | 加仓 |
| MUB | ISHARES TR | $36.72万 | 0.21% | 3,459 | 18 | 0.5% | $1,911 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.05万 | 0.22% | 794 | 14 | 1.8% | $6,709 | 加仓 |
| IVE | ISHARES TR | $40.29万 | 0.24% | 1,908 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $41.27万 | 0.24% | 3,649 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $41.31万 | 0.24% | 9,742 | 217 | 2.3% | $9,201 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $42.25万 | 0.25% | 10,008 | 81 | 0.8% | $3,420 | 加仓 |
| QQQ | INVESCO QQQ TR | $42.31万 | 0.25% | 733 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $42.31万 | 0.25% | 4,352 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.47万 | 0.25% | 1,975 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $43.45万 | 0.25% | 4,799 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $44.15万 | 0.26% | 9,488 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $44.61万 | 0.26% | 12,555 | 25 | 0.2% | $888 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $45.65万 | 0.27% | 7,309 | 54 | 0.7% | $3,372 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $45.89万 | 0.27% | 5,174 | -728 | -12.3% | -$6.46万 | 减仓 |
| TGT | TARGET CORP | $46.13万 | 0.27% | 3,806 | 24 | 0.6% | $2,909 | 加仓 |
| NULG | NUSHARES ETF TR | $47.65万 | 0.28% | 5,240 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $47.79万 | 0.28% | 1,662 | 82 | 5.2% | $2.36万 | 加仓 |
| NULV | NUSHARES ETF TR | $52.56万 | 0.31% | 11,551 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $55.53万 | 0.32% | 1,934 | -45 | -2.3% | -$1.29万 | 减仓 |
| IGOV | ISHARES TR | $56.82万 | 0.33% | 13,838 | -248 | -1.8% | -$1.02万 | 减仓 |
| ESGU | ISHARES TR | $57.13万 | 0.33% | 4,040 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $57.23万 | 0.33% | 7,714 | -320 | -4.0% | -$2.37万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $59.06万 | 0.34% | 11,862 | 1,806 | 18.0% | $8.99万 | 加仓 |
| IVV | ISHARES TR | $59.88万 | 0.35% | 917 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $60.53万 | 0.35% | 2,982 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $69.07万 | 0.40% | 12,644 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $77.66万 | 0.45% | 11,769 | 14 | 0.1% | $924 | 加仓 |
| AMZN | AMAZON COM INC | $81.16万 | 0.47% | 3,897 | -216 | -5.3% | -$4.50万 | 减仓 |
| IWF | ISHARES TR | $82.00万 | 0.48% | 1,923 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $84.94万 | 0.50% | 5,137 | -445 | -8.0% | -$7.36万 | 减仓 |
| GOOG | ALPHABET INC | $86.11万 | 0.50% | 3,002 | 60 | 2.0% | $1.72万 | 加仓 |
| ACWI | ISHARES TR | $86.27万 | 0.50% | 6,235 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $87.76万 | 0.51% | 9,338 | 61 | 0.7% | $5,733 | 加仓 |
| INTC | INTEL CORP | $89.22万 | 0.52% | 20,217 | -6,042 | -23.0% | -$26.66万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $91.47万 | 0.53% | 22,262 | 792 | 3.7% | $3.25万 | 加仓 |
| — | EXXON MOBIL CORP | $96.43万 | 0.56% | 5,684 | 79 | 1.4% | $1.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $121.32万 | 0.71% | 8,294 | -6 | -0.1% | -$878 | 减仓 |
| VSGX | VANGUARD WORLD FD | $124.86万 | 0.73% | 17,406 | 52 | 0.3% | $3,730 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $135.06万 | 0.79% | 4,591 | -117 | -2.5% | -$3.44万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $135.89万 | 0.79% | 721 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $145.38万 | 0.85% | 3,927 | 120 | 3.2% | $4.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $151.64万 | 0.89% | 28,055 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $159.26万 | 0.93% | 21,627 | 116 | 0.5% | $8,542 | 加仓 |
| VOO | VANGUARD INDEX FDS | $192.70万 | 1.13% | 3,225 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $194.38万 | 1.14% | 7,659 | 384 | 5.3% | $9.75万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $220.59万 | 1.29% | 31,108 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $275.03万 | 1.61% | 4,229 | -109 | -2.5% | -$7.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $332.41万 | 1.94% | 43,108 | -1,430 | -3.2% | -$11.03万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $394.07万 | 2.30% | 61,497 | 3 | 0.0% | $192 | 加仓 |
| VTI | VANGUARD INDEX FDS | $451.61万 | 2.64% | 14,077 | 2,075 | 17.3% | $66.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,649.46万 | 9.63% | 94,579 | 46,778 | 97.9% | $815.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,419.67万 | 14.13% | 712,295 | 17,665 | 2.5% | $60.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,124.10万 | 18.24% | 803,937 | 24,493 | 3.1% | $95.18万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,963.25万 | 23.14% | 505,452 | 23,814 | 4.9% | $186.73万 | 加仓 |