PR
Peak Retirement Planning, Inc. — 13F 持仓分析与精选持股（Q2 2026）
Peak Retirement Planning, Inc.CIK: 0002056697
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$6.3亿
申报季度: 2026-06-30 · 持股只数: 194
Peak Retirement Planning, Inc.在最新一期 13F 报告中披露了 194 项持股，申报期为 2026-06-30，总持股市值约为 US$6.3亿，季度换手率为 50.3%。
机构性格雪花图
- 集中度
- 10.71
- 持仓稳定性
- 50.28
- 动能倾向
- 100
- 行业集中度
- 53.63
- 多样化
- 100
- 仓位均衡度
- 79.47
Peak Retirement Planning, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.027——换算下来相当于约 37 个等权重仓位，明显低于其实际披露的 194 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.05），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 40%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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清仓 TIPX
加仓 QQQ
+124.0% US$2252.7万
减仓 SGOV
-2.1% -US$137.3万
加仓 XLY
+4532.2% US$1680.7万
加仓 XLRE
+3433.4% US$1658.2万
减仓 XLB
-92.7% -US$1220.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 10.42% | -2.98% | -2.05% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.49% | +3.07% | +124.00% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.55% | -1.17% | -9.96% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.00% | -1.67% | -26.81% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.92% | +0.43% | +36.24% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.77% | +0.61% | +33.86% | |
| 7 | XLE | Ss Energy Select Sector | ETF-其他 | 2.77% | -0.44% | +25.43% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.72% | +2.65% | +4532.21% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.70% | +2.61% | +3433.40% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.64% | +0.08% | +34.62% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.17% | -0.01% | +12.53% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.16% | +0.21% | +25.04% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 2.13% | +0.50% | +733.72% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.80% | -0.08% | +12.59% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.78% | +0.93% | +128.71% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.35% | +38.06% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.69% | -0.11% | +2.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | +0.23% | +28.56% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | +0.14% | +33.24% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.09% | +0.45% | -37.46% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | +0.05% | +31.50% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | +0.21% | +24.35% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.94% | +0.94% | NEW | |
| 24 | AAPL | Apple Inc | 股票-科技 | 0.84% | +0.10% | +25.05% | |
| 25 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 0.84% | +0.24% | +44.85% | |
| 26 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 0.82% | +0.28% | +92.02% | |
| 27 | EXEL | Exelixis Inc | 股票-医疗保健 | 0.81% | +0.11% | +14.96% | |
| 28 | MMSI | Merit Medical Systems Inc | 股票-医疗保健 | 0.81% | +0.19% | +63.94% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.80% | NEW | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.01% | +2.34% | |
| 31 | FLEX | Flex Ltd. | 股票-科技 | 0.80% | +0.10% | -42.01% | |
| 32 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.79% | +0.12% | +16.12% | |
| 33 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.79% | +0.15% | +33.57% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | +0.62% | +566.18% | |
| 35 | TOST | Toast Inc-class A | 股票-科技 | 0.76% | +0.16% | +53.06% | |
| 36 | PODD | Insulet CORP | 股票-医疗保健 | 0.75% | +0.17% | +125.38% | |
| 37 | ELAN | Elanco Animal Health Inc | 股票-医疗保健 | 0.75% | +0.11% | +42.56% | |
| 38 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.74% | +0.74% | NEW | |
| 39 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.72% | -0.06% | +27.14% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | -0.12% | -7.50% | |
| 41 | APP | Applovin Corp-class A | 股票-科技 | 0.67% | +0.05% | +6.36% | |
| 42 | CHWY | Chewy Inc - Class A | 股票-周期性消费 | 0.67% | -0.01% | +70.25% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.64% | -0.29% | -26.89% | |
| 44 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.64% | -0.05% | -7.31% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.07% | +35.55% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | +0.07% | +38.33% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | +0.08% | +35.41% | |
| 48 | ZM | Zoom Communications Inc | 股票-科技 | 0.59% | -0.13% | -4.34% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.57% | +0.12% | +42.83% | |
| 50 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.56% | +0.11% | +43.65% |
1–50 of 194
投资组合表现
Q3 2026表现
+2.8%
近4个季度表现
+16%
- 标准差
- +9%
- 贝塔系数
- +0.62
- 阿尔法
- +2.9%
- 最大回撤
- -4.5%
- 年化表现
- +15.3%
- 对标普胜率
- +44.4%
- 索提诺比率
- +3.11
- 斯图泽指数
- +0.47
- 特雷诺比率
- +0.24
- 斯特林比率
- +1.05
- 卡玛比率
- +3.36
- 信息比率
- -0.71
- 跟踪误差
- +6.3%
- 下行标准差
- +4.7%
- 正收益月份占比
- +77.8%
- 负收益月份占比
- +22.2%
- 最佳12个月
- +21.3%
- 最差12个月
- +13.5%
- 效率比率
- +0.59
- 夏普比率
- +1.63
- 行业分散度
- +8.9%
- 偏度
- -0.5
- 峰度
- +0.06
- 上行潜力
- +4.38
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
Peak Retirement Planning, Inc. 在 2026-06-30 最显著的持仓异动： 清仓: Ss Spdr Bb 1-10yr Tips ETF (TIPX); 新建仓: Advanced Micro Devices (AMD); 新建仓: Visa Inc-class A Shares (V); 新建仓: Universal Health Services-b (UHS); 新建仓: Progressive CORP (PGR).
仅显示变动幅度最大的前 200 项（共 201 项）
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.1% | +124.00% | 加仓 |
| 2 | XLY | Ss Consumer Disc Select Sect | +2.7% | +4532.21% | 加仓 |
| 3 | XLRE | Ss Real Estate Select Sector | +2.6% | +3433.40% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.9% | NEW | 新建仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.9% | +128.71% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.8% | NEW | 新建仓 |
| 7 | UHS | Universal Health Services-b | +0.7% | NEW | 新建仓 |
| 8 | META | Meta Platforms Inc-class A | +0.6% | +566.18% | 加仓 |
| 9 | VBK | Vanguard Small-cap Grwth ETF | +0.6% | +33.86% | 加仓 |
| 10 | PGR | Progressive CORP | +0.5% | NEW | 新建仓 |
| 11 | VUG | Vanguard Growth ETF | +0.5% | +733.72% | 加仓 |
| 12 | PAYX | Paychex Inc | +0.5% | NEW | 新建仓 |
| 13 | MU | Micron Technology Inc | +0.5% | -37.46% | 减仓 |
| 14 | XLV | Ss Health Care Select Sector | +0.4% | +36.24% | 加仓 |
| 15 | GLDM | Spdr Gold Minishares Trust | +0.4% | NEW | 新建仓 |
| 16 | NVDA | Nvidia CORP | +0.4% | +38.06% | 加仓 |
| 17 | THC | Tenet Healthcare CORP | +0.3% | +92.02% | 加仓 |
| 18 | HALO | Halozyme Therapeutics Inc | +0.2% | +44.85% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.2% | +28.56% | 加仓 |
| 20 | VTV | Vanguard Value ETF | +0.2% | +25.04% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +24.35% | 加仓 |
| 22 | MMSI | Merit Medical Systems Inc | +0.2% | +63.94% | 加仓 |
| 23 | PODD | Insulet CORP | +0.2% | +125.38% | 加仓 |
| 24 | TOST | Toast Inc-class A | +0.2% | +53.06% | 加仓 |
| 25 | RL | Ralph Lauren CORP | +0.2% | +33.57% | 加仓 |
| 26 | VNQ | Vanguard Real Estate ETF | +0.1% | +33.24% | 加仓 |
| 27 | AOS | Smith (a.o.) CORP | +0.1% | +77.60% | 加仓 |
| 28 | GIS | General Mills Inc | +0.1% | +77.61% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +153.32% | 加仓 |
| 30 | NBIX | Neurocrine Biosciences Inc | +0.1% | +16.12% | 加仓 |
| 31 | KMB | Kimberly-clark CORP | +0.1% | +42.83% | 加仓 |
| 32 | EXEL | Exelixis Inc | +0.1% | +14.96% | 加仓 |
| 33 | ELAN | Elanco Animal Health Inc | +0.1% | +42.56% | 加仓 |
| 34 | ITW | Illinois Tool Works | +0.1% | +50.13% | 加仓 |
| 35 | CL | Colgate-palmolive Co | +0.1% | +43.65% | 加仓 |
| 36 | AAPL | Apple Inc | +0.1% | +25.05% | 加仓 |
| 37 | FLEX | Flex Ltd. | +0.1% | -42.01% | 减仓 |
| 38 | TROW | T Rowe Price Group Inc | +0.1% | +20.36% | 加仓 |
| 39 | AMZN | Amazon.com Inc | +0.1% | +43.22% | 加仓 |
| 40 | SNA | Snap-on Inc | +0.1% | +36.54% | 加仓 |
| 41 | AVY | Avery Dennison CORP | +0.1% | +63.83% | 加仓 |
| 42 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 43 | XLC | Ss Comm Select Sector Spdr | +0.1% | +34.62% | 加仓 |
| 44 | MRK | Merck & Co. Inc. | +0.1% | +35.41% | 加仓 |
| 45 | JNJ | Johnson & Johnson | +0.1% | +35.55% | 加仓 |
| 46 | PG | Procter & Gamble Co/the | +0.1% | +38.33% | 加仓 |
| 47 | KHC | Kraft Heinz Co/the | +0.1% | +39.04% | 加仓 |
| 48 | MO | Altria Group Inc | +0.1% | +31.25% | 加仓 |
| 49 | CMCSA | Comcast Corp-class A | +0.1% | +69.08% | 加仓 |
| 50 | VICI | Vici Properties Inc | +0.1% | +47.00% | 加仓 |
1–50 of 200
申报历史
FAQ
Peak Retirement Planning, Inc. 是什么机构？属于哪种投资人类型？
Peak Retirement Planning, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$6.3亿，分布在 194 个已申报仓位之中。
Peak Retirement Planning, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Peak Retirement Planning, Inc. 按市值排列的前几大持股为：
1. Ishares 0-3 Month Treasury B (SGOV) — US$6581.9万 (10.4%)
2. Invesco Qqq Trust Series 1 (QQQ) — US$3465.1万 (5.5%)
3. Vanguard Ftse Developed ETF (VEA) — US$2871.8万 (4.5%)
4. Vanguard Ftse Emerging Marke (VWO) — US$1894.5万 (3.0%)
5. Ss Health Care Select Sector (XLV) — US$1842.1万 (2.9%)
Peak Retirement Planning, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peak Retirement Planning, Inc. 共进行了 196 项显著调整：新建仓 49 个仓位、加仓 106 个既有持股、减仓 34 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：清仓: Ss Spdr Bb 1-10yr Tips ETF (TIPX); 新建仓: Advanced Micro Devices (AMD); 新建仓: Visa Inc-class A Shares (V); 新建仓: Universal Health Services-b (UHS); 新建仓: Progressive CORP (PGR)
Peak Retirement Planning, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Peak Retirement Planning, Inc. 的主要板块分布如下：
• Information Technology: 28.3%
• Health Care: 25.2%
• Consumer Staples: 10.1%
• Financials: 9.4%
• Communication Services: 7.7%
• Consumer Discretionary: 7.1%
投资风格解析
Peak Retirement Planning, Inc.重建的 13F 持仓回测显示，过去 18 个月年化回报率为 15.3%，跑赢 S&P 500 2.9 个百分点；贝塔系数为 0.62（波动性低于大盘），季度胜率为 44%。
该机构的持仓风格高度分散、换手适中。
过去两个季度，该机构持续加码 VBK（+US$1254.9万，现达 US$1750.6万），同时减持 ABT（-US$284.6万，仍持有 US$40.7万）。
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开发者访问
以编程方式访问 Peak Retirement Planning, Inc. 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/peak-retirement-planning-incCLI 命令
npx alphasmo institutions get peak-retirement-planning-inc