Old Peak Finance LLC
CHAPEL HILL NC · SEC CIK 0002080991
$2.07亿2026Q2 申报市值
102持仓数
75.5%前十大占比 · 第一大 21.4%
22 / 5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
DFAX 加仓+$870.32万
BSV 加仓+$487.18万
DIMENSIONAL ETF 加仓+$323.05万
JPM 加仓+$250.32万
AAPL 加仓+$43.29万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$409.51万
INTC 减仓-$134.65万
ACWI 清仓-$86.27万
IWF 减仓-$70.83万
IEFA 清仓-$43.45万
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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -6,235 | -100.0% | -$86.27万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -4,799 | -100.0% | -$43.45万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -3,280 | -100.0% | -$33.00万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -753 | -100.0% | -$23.40万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,921 | -100.0% | -$20.80万 | 清仓 |
| ESGD | ISHARES TR | $20.07万 | 0.10% | 1,952 | -347 | -15.1% | -$3.57万 | 减仓 |
| IJR | ISHARES TR | $20.18万 | 0.10% | 1,361 | -593 | -30.3% | -$8.79万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $20.24万 | 0.10% | 7,085 | 7,085 | — | $20.24万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.28万 | 0.10% | 2,242 | 2,242 | — | $20.28万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.64万 | 0.10% | 550 | 550 | — | $20.64万 | 新建仓 |
| IWD | ISHARES TR | $20.75万 | 0.10% | 856 | 856 | — | $20.75万 | 新建仓 |
| COR | CENCORA INC | $21.48万 | 0.10% | 759 | 22 | 3.0% | $6,226 | 加仓 |
| SNPE | DBX ETF TR | $21.98万 | 0.11% | 3,192 | 3,192 | — | $21.98万 | 新建仓 |
| BCPC | BALCHEM CORP | $22.01万 | 0.11% | 1,303 | 3 | 0.2% | $507 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $22.81万 | 0.11% | 1,802 | 1,802 | — | $22.81万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.88万 | 0.11% | 1,948 | 1,948 | — | $22.88万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.01万 | 0.11% | 459 | 35 | 8.3% | $1.75万 | 加仓 |
| PEP | PEPSICO INC | $23.32万 | 0.11% | 1,722 | 196 | 12.8% | $2.65万 | 加仓 |
| SO | SOUTHERN CO | $23.41万 | 0.11% | 2,446 | 2,446 | — | $23.41万 | 新建仓 |
| — | ISHARES TR | $23.41万 | 0.11% | 2,122 | 130 | 6.5% | $1.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $23.60万 | 0.11% | 5,808 | 5,808 | — | $23.60万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $24.04万 | 0.12% | 4,917 | 4,917 | — | $24.04万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.45万 | 0.12% | 512 | 512 | — | $24.45万 | 新建仓 |
| IWF | ISHARES TR | $24.68万 | 0.12% | 1,988 | -5,704 | -74.2% | -$70.83万 | 减仓 |
| — | ISHARES INC | $24.84万 | 0.12% | 4,969 | 84 | 1.7% | $4,198 | 加仓 |
| GEV | GE VERNOVA INC | $25.27万 | 0.12% | 215 | 215 | — | $25.27万 | 新建仓 |
| ABBV | ABBVIE INC | $25.62万 | 0.12% | 1,018 | 1,018 | — | $25.62万 | 新建仓 |
| AZO | AUTOZONE INC | $25.89万 | 0.13% | 81 | 5 | 6.6% | $1.60万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $26.12万 | 0.13% | 2,237 | 2,237 | — | $26.12万 | 新建仓 |
| EFA | ISHARES TR | $26.14万 | 0.13% | 2,516 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $26.49万 | 0.13% | 1,216 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.51万 | 0.13% | 1,268 | 1,268 | — | $26.51万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $27.24万 | 0.13% | 236 | 236 | — | $27.24万 | 新建仓 |
| AVGO | BROADCOM INC | $27.35万 | 0.13% | 724 | 724 | — | $27.35万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.48万 | 0.13% | 473 | 473 | — | $27.48万 | 新建仓 |
| ESGE | ISHARES INC | $27.86万 | 0.13% | 5,094 | 18 | 0.4% | $984 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.27万 | 0.14% | 736 | 44 | 6.4% | $1.75万 | 加仓 |
| CAT | CATERPILLAR INC | $29.28万 | 0.14% | 275 | 275 | — | $29.28万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $29.67万 | 0.14% | 2,023 | 478 | 30.9% | $7.01万 | 加仓 |
| UNP | UNION PAC CORP | $30.16万 | 0.15% | 1,109 | 62 | 5.9% | $1.69万 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.14万 | 0.15% | 1,027 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.31万 | 0.15% | 2,764 | -30 | -1.1% | -$3,398 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $33.19万 | 0.16% | 6,034 | 21 | 0.3% | $1,155 | 加仓 |
| KO | COCA COLA CO | $33.25万 | 0.16% | 4,091 | 4,091 | — | $33.25万 | 新建仓 |
| ESML | ISHARES TR | $33.35万 | 0.16% | 5,962 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $33.50万 | 0.16% | 5,511 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.96万 | 0.16% | 4,124 | 3 | 0.1% | $247 | 加仓 |
| IWM | ISHARES TR | $34.76万 | 0.17% | 1,157 | -130 | -10.1% | -$3.91万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.17万 | 0.17% | 1,653 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $37.24万 | 0.18% | 1,640 | -268 | -14.0% | -$6.09万 | 减仓 |
| MUB | ISHARES TR | $37.52万 | 0.18% | 3,486 | 27 | 0.8% | $2,906 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.68万 | 0.19% | 773 | -21 | -2.6% | -$1.05万 | 减仓 |
| MMM | 3M CO | $38.94万 | 0.19% | 2,405 | 2,405 | — | $38.94万 | 新建仓 |
| GLW | CORNING INC | $39.53万 | 0.19% | 1,548 | 1,548 | — | $39.53万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.91万 | 0.19% | 523 | 13 | 2.5% | $9,921 | 重新持有 |
| RY | ROYAL BK CDA | $40.11万 | 0.19% | 1,938 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $42.19万 | 0.20% | 749 | 148 | 24.6% | $8.34万 | 加仓 |
| IVW | ISHARES TR | $43.62万 | 0.21% | 3,172 | -477 | -13.1% | -$6.56万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $43.67万 | 0.21% | 10,345 | 337 | 3.4% | $1.42万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $45.71万 | 0.22% | 3,457 | 432 | 14.3% | $5.71万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $45.96万 | 0.22% | 4,766 | -408 | -7.9% | -$3.93万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $46.26万 | 0.22% | 2,982 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.73万 | 0.23% | 1,975 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $47.34万 | 0.23% | 12,706 | 151 | 1.2% | $5,626 | 加仓 |
| IWR | ISHARES TR | $48.01万 | 0.23% | 4,352 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $50.37万 | 0.24% | 11,168 | 1,426 | 14.6% | $6.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.05万 | 0.25% | 7,304 | -5 | -0.1% | -$349 | 减仓 |
| TGT | TARGET CORP | $51.11万 | 0.25% | 3,913 | 107 | 2.8% | $1.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.24万 | 0.26% | 723 | -10 | -1.4% | -$7,364 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $56.63万 | 0.27% | 12,644 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $56.76万 | 0.27% | 473 | 105 | 28.5% | $12.60万 | 加仓 |
| NULV | NUSHARES ETF TR | $57.74万 | 0.28% | 11,551 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $57.87万 | 0.28% | 14,103 | 265 | 1.9% | $1.09万 | 加仓 |
| ISHG | ISHARES TR | $58.10万 | 0.28% | 7,826 | 112 | 1.5% | $8,315 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $59.20万 | 0.29% | 11,892 | 30 | 0.3% | $1,493 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.92万 | 0.29% | 7,437 | -299 | -3.9% | -$2.41万 | 减仓 |
| NULG | NUSHARES ETF TR | $61.34万 | 0.30% | 5,240 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $62.20万 | 0.30% | 831 | -86 | -9.4% | -$6.44万 | 减仓 |
| ESGU | ISHARES TR | $66.12万 | 0.32% | 4,040 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $72.26万 | 0.35% | 9,488 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $85.77万 | 0.42% | 11,920 | 151 | 1.3% | $1.09万 | 加仓 |
| GOOGL | ALPHABET INC | $87.27万 | 0.42% | 2,442 | 780 | 46.9% | $27.87万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $87.47万 | 0.42% | 9,480 | 142 | 1.5% | $1.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $92.85万 | 0.45% | 7,958 | -336 | -4.1% | -$3.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $94.25万 | 0.46% | 5,209 | 72 | 1.4% | $1.30万 | 加仓 |
| — | EXXON MOBIL CORP | $97.51万 | 0.47% | 7,132 | 1,448 | 25.5% | $19.80万 | 加仓 |
| AMZN | AMAZON COM INC | $109.33万 | 0.53% | 4,587 | 690 | 17.7% | $16.45万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $126.12万 | 0.61% | 27,046 | 4,784 | 21.5% | $22.31万 | 加仓 |
| GOOG | ALPHABET INC | $129.62万 | 0.63% | 3,669 | 667 | 22.2% | $23.56万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $146.87万 | 0.71% | 17,836 | 430 | 2.5% | $3.54万 | 加仓 |
| INTC | INTEL CORP | $147.64万 | 0.71% | 10,574 | -9,643 | -47.7% | -$134.65万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $151.01万 | 0.73% | 726 | 5 | 0.7% | $1.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $167.47万 | 0.81% | 28,056 | 1 | 0.0% | $60 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $170.41万 | 0.82% | 23,214 | 1,587 | 7.3% | $11.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $170.96万 | 0.83% | 4,583 | 656 | 16.7% | $24.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $221.49万 | 1.07% | 3,225 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $254.90万 | 1.23% | 31,108 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $264.90万 | 1.28% | 9,155 | 1,496 | 19.5% | $43.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $316.12万 | 1.53% | 4,233 | 4 | 0.1% | $2,987 | 加仓 |
| VXUS | VANGUARD STAR FDS | $371.44万 | 1.80% | 43,448 | 340 | 0.8% | $2.91万 | 加仓 |