Peak Retirement Planning, Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$5.0億

申報季度: 2026-03-31 · 持股檔數: 152

Peak Retirement Planning, Inc.在最新一期 13F 報告中揭露了 152 項持股，申報期為 2026-03-31，總持股市值約為 US$5.0億，季度換手率為 42.5%。

機構性格雪花圖

集中度: 13.54
持倉穩定性: 42.54
動能／逆勢: 100
產業集中度: 49.32
多樣化: 100
倉位均衡度: 79.57

近期動向

減碼 QQQ
-46.8%　-US$1211.8萬
減碼 XLRE
-95.7%　-US$987.3萬
加碼 VB
+497.3%　US$755.4萬
減碼 VOO
-47.0%　-US$419.1萬
減碼 VUG
-19.6%　-US$319.5萬
加碼 VBK
+117.9%　US$585.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公債	13.40%	-0.05%	+16.64%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	5.72%	+0.36%	+22.14%
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	4.67%	+0.13%	+20.24%
4	TIPX	Ss Spdr Bb 1-10yr Tips ETF	ETF-其他	3.51%	+3.51%	NEW
5	XLE	Ss Energy Select Sector	ETF-其他	3.21%	+0.74%	+11.22%
6	XLB	Ss Materials Select Sector	ETF-其他	2.63%	+0.18%	+14.27%
7	XLC	Ss Comm Select Sector Spdr	ETF-其他	2.56%	+0.07%	+28.12%
8	XLP	Ss Consumer Staples Sel Sect	ETF-其他	2.53%	+0.21%	+21.44%
9	XLV	Ss Health Care Select Sector	ETF-其他	2.49%	+2.49%	NEW
10	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.42%	-3.26%	-46.77%
11	VBR	Vanguard Small-cap Value ETF	ETF-其他	2.18%	+0.46%	+44.52%
12	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	2.16%	+1.00%	+117.95%
13	VTV	Vanguard Value ETF	ETF-其他	1.95%	+0.50%	+54.30%
14	VOE	Vanguard Mid-cap Value ETF	ETF-其他	1.88%	+0.80%	+96.95%
15	VB	Vanguard Small-cap ETF	ETF-其他	1.80%	+1.45%	+497.25%
16	VUG	Vanguard Growth ETF	ETF-其他	1.63%	-1.04%	-19.64%
17	NVDA	Nvidia CORP	股票-科技	1.37%	-0.10%	+16.67%
18	VO	Vanguard Mid-cap ETF	ETF-其他	1.29%	+0.92%	+315.92%
19	BND	Vanguard Total Bond Market	ETF-其他	1.00%	+0.84%	+656.05%
20	VNQ	Vanguard Real Estate ETF	ETF-其他	0.95%	-0.03%	+13.08%
21	MSFT	Microsoft CORP	股票-科技	0.94%	—	+25.08%
22	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.93%	—	+8.56%
23	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.88%	-0.02%	+24.33%
24	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.85%	-1.13%	-47.00%
25	HIMS	Hims & Hers Health INC	股票-醫療保健	0.82%	+0.19%	+140.32%
26	AVGO	Broadcom INC	股票-科技	0.81%	—	+30.39%
27	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.80%	-0.54%	-27.05%
28	UTHR	United Therapeutics CORP	股票-醫療保健	0.78%	+0.14%	+18.22%
29	LLY	Eli Lilly & Co	股票-醫療保健	0.75%	+0.59%	+532.35%
30	AAPL	Apple INC	股票-科技	0.74%	—	+5.59%
31	ZM	Zoom Communications INC	股票-科技	0.72%	+0.06%	+37.77%
32	EXEL	Exelixis INC	股票-醫療保健	0.70%	+0.06%	+31.38%
33	FLEX	Flex Ltd.	股票-科技	0.70%	+0.05%	+17.02%
34	MPWR	Monolithic Power Systems INC	股票-科技	0.69%	+0.04%	+3.98%
35	CHWY	Chewy INC - Class A	股票-循環性消費	0.68%	+0.01%	+46.12%
36	NBIX	Neurocrine Biosciences INC	股票-醫療保健	0.67%	+0.02%	+30.53%
37	ABT	Abbott Laboratories	股票-醫療保健	0.64%	—	+21.15%
38	ELAN	Elanco Animal Health INC	股票-醫療保健	0.64%	-0.01%	+10.54%
39	MU	Micron Technology INC	股票-科技	0.64%	—	-12.59%
40	RL	Ralph Lauren CORP	股票-循環性消費	0.64%	-0.01%	+18.39%
41	DECK	Deckers Outdoor CORP	股票-循環性消費	0.62%	—	+11.31%
42	MMSI	Merit Medical Systems INC	股票-醫療保健	0.62%	—	+39.02%
43	APP	Applovin Corp-class A	股票-科技	0.62%	—	+84.65%
44	PHM	Pultegroup INC	股票-循環性消費	0.61%	—	+9.07%
45	HALO	Halozyme Therapeutics INC	股票-醫療保健	0.60%	+0.60%	NEW
46	TOST	Toast Inc-class A	股票-科技	0.60%	+0.60%	NEW
47	PODD	Insulet CORP	股票-醫療保健	0.58%	—	+42.61%
48	JNJ	Johnson & Johnson	股票-醫療保健	0.57%	+0.02%	+2.67%
49	CF	Cf Industries Holdings INC	股票-原物料	0.57%	+0.10%	-15.20%
50	PG	Procter & Gamble Co/the	股票-非循環性消費	0.56%	—	+7.55%

1–50 of 152

申報總市值趨勢

產業配置

歷年產業分布趨勢

季度歷史總覽

季度	持股檔數	總市值	穩定性	主要持股
2026-03-31	152	US$5.0億	43	1SGOV 2VEA 3VWO 主要持股2026-03-31 1.SGOV 2.VEA 3.VWO 4.TIPX 5.XLE 6.XLB 7.XLC 8.XLP 9.XLV 10.QQQ
2025-12-31	145	US$4.3億	51	1SGOV 2QQQ 3VEA 主要持股2025-12-31 1.SGOV 2.QQQ 3.VEA 4.VWO 5.GLDM 6.VUG 7.XLC 8.XLE 9.XLB 10.XLRE
2025-09-30	128	US$3.6億	53	1SGOV 2VEA304609E 主要持股2025-09-30 1.SGOV 2.VEA 3.04609E 4.VOO 5.98149E 6.XLC 7.VWO 8.XLY 9.XLRE 10.XLB
2025-06-30	118	US$2.5億	64	1SGOV 2XLC 3VOO 主要持股2025-06-30 1.SGOV 2.XLC 3.VOO 4.VEA 5.XLRE 6.VUG 7.XLV 8.XLY 9.VWO 10.BND
2025-03-31	105	US$1.8億	0	1SGOV 2QQQ 3VOO 主要持股2025-03-31 1.SGOV 2.QQQ 3.VOO 4.XLP 5.XLRE 6.XLC 7.XLB 8.VNQ 9.GLDM 10.VUG
2024-12-31	96	US$1.5億	0	1SGOV 2VOO 3QQQ 主要持股2024-12-31 1.SGOV 2.VOO 3.QQQ 4.XLF 5.XLP 6.XLC 7.VNQ 8.XLRE 9.VB 10.VUG

本季持股變動

Peak Retirement Planning, Inc. 在 2026-03-31 最顯著的持倉異動：新建倉: Ss Spdr Bb 1-10yr Tips ETF (TIPX); 清倉: Spdr Gold Minishares Trust (GLDM); 新建倉: Ss Health Care Select Sector (XLV); 新建倉: Halozyme Therapeutics INC (HALO); 新建倉: Toast Inc-class A (TOST).

Peak Retirement Planning, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	VB	Vanguard Small-cap ETF	+1.5%	+497.25%	加碼
2	VBK	Vanguard Small-cap Grwth ETF	+1%	+117.95%	加碼
3	VO	Vanguard Mid-cap ETF	+0.9%	+315.92%	加碼
4	BND	Vanguard Total Bond Market	+0.8%	+656.05%	加碼
5	VOE	Vanguard Mid-cap Value ETF	+0.8%	+96.95%	加碼
6	XLE	Ss Energy Select Sector	+0.7%	+11.22%	加碼
7	LLY	Eli Lilly & Co	+0.6%	+532.35%	加碼
8	VTV	Vanguard Value ETF	+0.5%	+54.30%	加碼
9	VBR	Vanguard Small-cap Value ETF	+0.5%	+44.52%	加碼
10	VEA	Vanguard Ftse Developed ETF	+0.4%	+22.14%	加碼
11	XOM	Exxon Mobil CORP	+0.2%	+77.35%	加碼
12	XLP	Ss Consumer Staples Sel Sect	+0.2%	+21.44%	加碼
13	HIMS	Hims & Hers Health INC	+0.2%	+140.32%	加碼
14	XLB	Ss Materials Select Sector	+0.2%	+14.27%	加碼
15	UTHR	United Therapeutics CORP	+0.1%	+18.22%	加碼
16	VWO	Vanguard Ftse Emerging Marke	+0.1%	+20.24%	加碼
17	CF	Cf Industries Holdings INC	+0.1%	-15.20%	減碼
18	XLC	Ss Comm Select Sector Spdr	+0.1%	+28.12%	加碼
19	ZM	Zoom Communications INC	+0.1%	+37.77%	加碼
20	EXEL	Exelixis INC	+0.1%	+31.38%	加碼
21	AEP	American Electric Power	+0.1%	+28.50%	加碼
22	FLEX	Flex Ltd.	+0.1%	+17.02%	加碼
23	EOG	Eog Resources INC	+0.1%	-4.29%	減碼
24	MPWR	Monolithic Power Systems INC	0%	+3.98%	加碼
25	NBIX	Neurocrine Biosciences INC	0%	+30.53%	加碼
26	JNJ	Johnson & Johnson	0%	+2.67%	加碼
27	MRK	Merck & Co. INC.	0%	+6.73%	加碼
28	CHWY	Chewy INC - Class A	0%	+46.12%	加碼
29	AVGO	Broadcom INC	—	+30.39%	加碼
30	ELAN	Elanco Animal Health INC	0%	+10.54%	加碼
31	RL	Ralph Lauren CORP	0%	+18.39%	加碼
32	GOOGL	Alphabet Inc-cl A	0%	+24.33%	加碼
33	VNQ	Vanguard Real Estate ETF	0%	+13.08%	加碼
34	SGOV	Ishares 0-3 Month Treasury B	-0.1%	+16.64%	加碼
35	NVDA	Nvidia CORP	-0.1%	+16.67%	加碼
36	VTI	Vanguard Total Stock Mkt ETF	-0.5%	-27.05%	減碼
37	VUG	Vanguard Growth ETF	-1%	-19.64%	減碼
38	VOO	Vanguard S&p 500 ETF	-1.1%	-47.00%	減碼
39	XLRE	Ss Real Estate Select Sector	-2.3%	-95.72%	減碼
40	QQQ	Invesco Qqq Trust Series 1	-3.3%	-46.77%	減碼
41	TIPX	Ss Spdr Bb 1-10yr Tips ETF	—	NEW	新建倉
42	GLDM	Spdr Gold Minishares Trust	—	EXIT	清倉
43	XLV	Ss Health Care Select Sector	—	NEW	新建倉
44	HALO	Halozyme Therapeutics INC	—	NEW	新建倉
45	TOST	Toast Inc-class A	—	NEW	新建倉
46	PANW	Palo Alto Networks INC	—	EXIT	清倉
47	CHTR	Charter Communications Inc-a	—	EXIT	清倉
48	PINS	Pinterest Inc- Class A	—	EXIT	清倉
49	USB	US Bancorp	—	EXIT	清倉
50	AOS	Smith (a.o.) CORP	—	NEW	新建倉

FAQ

Peak Retirement Planning, Inc. 是什麼機構？屬於哪種投資人類型？

Peak Retirement Planning, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$5.0億，分佈在 152 個已申報部位之中。

Peak Retirement Planning, Inc. 目前前幾大持股有哪些？

根據最新 13F 申報，Peak Retirement Planning, Inc. 按市值排列的前幾大持股為： 1. Ishares 0-3 Month Treasury B (SGOV) — US$6719.2萬 (13.4%) 2. Vanguard Ftse Developed ETF (VEA) — US$2868.5萬 (5.7%) 3. Vanguard Ftse Emerging Marke (VWO) — US$2343.8萬 (4.7%) 4. Ss Spdr Bb 1-10yr Tips ETF (TIPX) — US$1762.2萬 (3.5%) 5. Ss Energy Select Sector (XLE) — US$1609.3萬 (3.2%)

Peak Retirement Planning, Inc. 在最新一期 13F 申報中做了哪些操作？

在最新申報季度中，Peak Retirement Planning, Inc. 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 33 個既有持股、減碼 7 個部位，並完全清倉 5 個持股。其中幅度最大的異動：新建倉: Ss Spdr Bb 1-10yr Tips ETF (TIPX); 清倉: Spdr Gold Minishares Trust (GLDM); 新建倉: Ss Health Care Select Sector (XLV); 新建倉: Halozyme Therapeutics INC (HALO); 新建倉: Toast Inc-class A (TOST)

Peak Retirement Planning, Inc. 主要集中投資哪些產業板塊？

根據目前已申報的股票投資組合，Peak Retirement Planning, Inc. 的主要板塊分佈如下： • Health Care: 25.8% • Information Technology: 24.1% • Consumer Staples: 10.9% • Consumer Discretionary: 10.5% • Financials: 7.7% • Communication Services: 7.2%