Peak Wealth Management LLC
NASHUA NH · SEC CIK 0002094948
$1.22亿2026Q1 申报市值
54持仓数
64.5%前十大占比 · 第一大 9.8%
5 / 1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
GOVT 加仓+$340.05万
SHLD 新建仓+$237.76万
SCHF 加仓+$223.62万
BAI 加仓+$51.27万
MTUM 加仓+$40.39万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$173.58万
BINC 减仓-$160.59万
DYNF 减仓-$145.42万
SCHV 减仓-$112.82万
SCHG 减仓-$65.13万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $1,191.53万 | 9.78% | 390,665 | -36,991 | -8.6% | -$112.82万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,115.55万 | 9.15% | 382,955 | -22,358 | -5.5% | -$65.13万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $953.95万 | 7.83% | 163,966 | -24,995 | -13.2% | -$145.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $934.51万 | 7.67% | 377,579 | 90,351 | 31.5% | $223.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $751.90万 | 6.17% | 102,104 | 2,754 | 2.8% | $20.28万 | 加仓 |
| GOVT | ISHARES TR | $733.32万 | 6.02% | 320,087 | 148,427 | 86.5% | $340.05万 | 加仓 |
| IEMG | ISHARES INC | $695.53万 | 5.71% | 99,717 | 4,924 | 5.2% | $34.34万 | 加仓 |
| MTUM | ISHARES TR | $508.04万 | 4.17% | 21,169 | 1,683 | 8.6% | $40.39万 | 加仓 |
| QUAL | ISHARES TR | $503.03万 | 4.13% | 26,225 | -1,043 | -3.8% | -$20.01万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $471.11万 | 3.87% | 142,976 | 15,560 | 12.2% | $51.27万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $462.76万 | 3.80% | 89,113 | -30,924 | -25.8% | -$160.59万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $402.60万 | 3.30% | 5,211 | 7 | 0.1% | $5,408 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $363.84万 | 2.99% | 165,282 | 6,079 | 3.8% | $13.38万 | 加仓 |
| IAGG | ISHARES TR | $291.96万 | 2.40% | 58,345 | 4,223 | 7.8% | $21.13万 | 加仓 |
| AAPL | APPLE INC | $247.99万 | 2.03% | 9,772 | 8 | 0.1% | $2,030 | 加仓 |
| SHLD | GLOBAL X FDS | $237.76万 | 1.95% | 33,563 | 33,563 | — | $237.76万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $236.29万 | 1.94% | 81,284 | -2,770 | -3.3% | -$8.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $196.91万 | 1.62% | 3,295 | 52 | 1.6% | $3.11万 | 加仓 |
| MUB | ISHARES TR | $173.28万 | 1.42% | 16,324 | 2,798 | 20.7% | $29.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $153.18万 | 1.26% | 60,330 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $153.01万 | 1.26% | 3,556 | -4,034 | -53.1% | -$173.58万 | 减仓 |
| SUB | ISHARES TR | $129.62万 | 1.06% | 12,171 | 2,061 | 20.4% | $21.95万 | 加仓 |
| — | EXXON MOBIL CORP | $118.78万 | 0.97% | 7,001 | -4 | -0.1% | -$679 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.05万 | 0.81% | 1,523 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $84.79万 | 0.70% | 13,232 | 1,143 | 9.5% | $7.32万 | 加仓 |
| IWD | ISHARES TR | $60.62万 | 0.50% | 2,837 | -2 | -0.1% | -$427 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.45万 | 0.49% | 20,651 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $58.71万 | 0.48% | 10,376 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $55.95万 | 0.46% | 11,214 | 137 | 1.2% | $6,835 | 加仓 |
| VUG | VANGUARD INDEX FDS | $55.12万 | 0.45% | 1,262 | -35 | -2.7% | -$1.53万 | 减仓 |
| ABBV | ABBVIE INC | $54.37万 | 0.45% | 2,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $53.13万 | 0.44% | 2,551 | 489 | 23.7% | $10.18万 | 加仓 |
| CSCO | CISCO SYS INC | $43.33万 | 0.36% | 5,585 | -65 | -1.2% | -$5,043 | 减仓 |
| AGG | ISHARES TR | $41.13万 | 0.34% | 4,143 | -37 | -0.9% | -$3,673 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.13万 | 0.28% | 591 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.95万 | 0.28% | 6,963 | 40 | 0.6% | $1,950 | 加仓 |
| HD | HOME DEPOT INC | $31.45万 | 0.26% | 956 | 1 | 0.1% | $329 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $28.26万 | 0.23% | 6,126 | 6,126 | — | $28.26万 | 新建仓 |
| MSFT | MICROSOFT CORP | $28.05万 | 0.23% | 758 | -6 | -0.8% | -$2,221 | 减仓 |
| WMT | WALMART INC | $27.69万 | 0.23% | 2,228 | 5 | 0.2% | $621 | 加仓 |
| IVV | ISHARES TR | $27.45万 | 0.23% | 420 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.91万 | 0.22% | 5,360 | 100 | 1.9% | $5,020 | 加仓 |
| AOA | ISHARES TR | $25.58万 | 0.21% | 2,891 | 87 | 3.1% | $7,699 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.57万 | 0.21% | 552 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.18万 | 0.21% | 785 | 89 | 12.8% | $2.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $22.92万 | 0.19% | 779 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.01万 | 0.18% | 4,073 | 4,073 | — | $22.01万 | 新建仓 |
| GLW | CORNING INC | $21.96万 | 0.18% | 1,615 | 1,615 | — | $21.96万 | 新建仓 |
| LQD | ISHARES TR | $21.80万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $21.53万 | 0.18% | 4,501 | 133 | 3.0% | $6,361 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.32万 | 0.17% | 8,320 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.27万 | 0.17% | 1,033 | 1,033 | — | $20.27万 | 新建仓 |
| PFF | ISHARES TR | $20.17万 | 0.17% | 6,652 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $9.17万 | 0.08% | 10,500 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -4,865 | -100.0% | -$22.11万 | 清仓 |