Peak Wealth Management LLC
NASHUA NH · SEC CIK 0002094948
$1.43亿2026Q2 申报市值
59持仓数
64.1%前十大占比 · 第一大 11.4%
6 / 2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
BLCR 新建仓+$420.27万
IALT 新建仓+$369.62万
GGOV 新建仓+$346.33万
SCHV 加仓+$264.28万
SCHG 加仓+$194.89万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$483.61万
IAGG 清仓-$291.96万
IEMG 减仓-$273.46万
SCHF 减仓-$175.03万
BAI 减仓-$88.72万
2026Q2 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 | $1,624.19万 | 11.40% | 466,587 | 75,922 | 19.4% | $264.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,490.81万 | 10.46% | 440,546 | 57,591 | 15.0% | $194.89万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,162.50万 | 8.16% | 170,930 | 6,964 | 4.2% | $47.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $870.87万 | 6.11% | 314,392 | -63,187 | -16.7% | -$175.03万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $818.05万 | 5.74% | 111,436 | 9,332 | 9.1% | $68.51万 | 加仓 |
| GOVT | ISHARES TR | $812.09万 | 5.70% | 356,494 | 36,407 | 11.4% | $82.94万 | 加仓 |
| MTUM | ISHARES TR | $725.47万 | 5.09% | 21,161 | -8 | -0.0% | -$2,743 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $665.05万 | 4.67% | 126,148 | -16,828 | -11.8% | -$88.72万 | 减仓 |
| IEMG | ISHARES INC | $552.60万 | 3.88% | 66,707 | -33,010 | -33.1% | -$273.46万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $420.27万 | 2.95% | 83,436 | 83,436 | — | $420.27万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $396.24万 | 2.78% | 75,705 | -13,408 | -15.0% | -$70.18万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $391.34万 | 2.75% | 178,328 | 13,046 | 7.9% | $28.63万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $369.62万 | 2.59% | 131,773 | 131,773 | — | $369.62万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $346.33万 | 2.43% | 68,867 | 68,867 | — | $346.33万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $311.29万 | 2.18% | 4,992 | -219 | -4.2% | -$13.66万 | 减仓 |
| AAPL | APPLE INC | $282.95万 | 1.99% | 9,779 | 7 | 0.1% | $2,025 | 加仓 |
| MUB | ISHARES TR | $257.88万 | 1.81% | 23,962 | 7,638 | 46.8% | $82.20万 | 加仓 |
| SHLD | GLOBAL X FDS | $245.11万 | 1.72% | 41,050 | 7,487 | 22.3% | $44.70万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $243.25万 | 1.71% | 81,328 | 44 | 0.1% | $1,316 | 加仓 |
| VOO | VANGUARD INDEX FDS | $231.40万 | 1.62% | 3,369 | 74 | 2.2% | $5.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $156.77万 | 1.10% | 60,330 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $143.85万 | 1.01% | 3,905 | 349 | 9.8% | $12.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.95万 | 0.86% | 1,633 | 110 | 7.2% | $8.21万 | 加仓 |
| SUB | ISHARES TR | $107.94万 | 0.76% | 10,138 | -2,033 | -16.7% | -$21.65万 | 减仓 |
| QUAL | ISHARES TR | $91.88万 | 0.64% | 4,187 | -22,038 | -84.0% | -$483.61万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $88.67万 | 0.62% | 12,445 | -787 | -5.9% | -$5.61万 | 减仓 |
| — | EXXON MOBIL CORP | $85.33万 | 0.60% | 6,241 | -760 | -10.9% | -$10.39万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $76.79万 | 0.54% | 15,182 | 3,968 | 35.4% | $20.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $71.69万 | 0.50% | 8,323 | 751 | 9.9% | $6.47万 | 加仓 |
| IWD | ISHARES TR | $71.52万 | 0.50% | 2,950 | 113 | 4.0% | $2.74万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $66.68万 | 0.47% | 2,500 | 2,500 | — | $66.68万 | 新建仓 |
| CSCO | CISCO SYS INC | $65.60万 | 0.46% | 5,585 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $63.08万 | 0.44% | 10,376 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $62.91万 | 0.44% | 2,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $60.91万 | 0.43% | 20,651 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $55.56万 | 0.39% | 2,331 | -220 | -8.6% | -$5.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $50.61万 | 0.36% | 687 | 96 | 16.2% | $7.07万 | 加仓 |
| GLW | CORNING INC | $43.81万 | 0.31% | 1,715 | 100 | 6.2% | $2.55万 | 加仓 |
| AGG | ISHARES TR | $42.87万 | 0.30% | 4,331 | 188 | 4.5% | $1.86万 | 加仓 |
| BAC | BANK OF AMER CORP | $39.87万 | 0.28% | 6,997 | 34 | 0.5% | $1,937 | 加仓 |
| HD | HOME DEPOT INC | $33.75万 | 0.24% | 957 | 1 | 0.1% | $353 | 加仓 |
| IVV | ISHARES TR | $31.48万 | 0.22% | 420 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $30.32万 | 0.21% | 6,126 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $29.05万 | 0.20% | 785 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.84万 | 0.20% | 552 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $28.48万 | 0.20% | 763 | 5 | 0.7% | $1,866 | 加仓 |
| AOA | ISHARES TR | $28.22万 | 0.20% | 2,891 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.53万 | 0.18% | 780 | 1 | 0.1% | $327 | 加仓 |
| WMT | WALMART INC | $25.33万 | 0.18% | 2,237 | 9 | 0.4% | $1,019 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.31万 | 0.17% | 4,073 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.87万 | 0.17% | 1,253 | -2,118 | -62.8% | -$40.35万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $22.69万 | 0.16% | 5,360 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.98万 | 0.15% | 8,320 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $21.81万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.75万 | 0.15% | 998 | -35 | -3.4% | -$7,628 | 减仓 |
| DTE | DTE ENERGY CO | $20.57万 | 0.14% | 1,350 | 1,350 | — | $20.57万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $20.44万 | 0.14% | 4,510 | 4,510 | — | $20.44万 | 新建仓 |
| PFF | ISHARES TR | $20.28万 | 0.14% | 6,652 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $8.09万 | 0.06% | 10,500 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -58,345 | -100.0% | -$291.96万 | 清仓 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,501 | -100.0% | -$21.53万 | 清仓 |