PW

Peak Wealth Management LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.2亿

申报季度: 2026-03-31 · 持股只数: 54

Peak Wealth Management LLC在最新一期 13F 报告中披露了 54 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 18.0%。

浏览其他1 亿至 10 亿美元机构浏览其他以“P”开头的机构

机构性格雪花图

集中度
20.84
持仓稳定性
18.01
动能／逆势
100
行业集中度
83.95
多样化
100
仓位均衡度
86.41

近期动向

  • 加仓 GOVT

    +86.5%　US$338.1万

  • 加仓 SCHF

    +31.5%　US$244.0万

  • 减仓 SCHG

    -5.5%　-US$206.6万

  • 减仓 DYNF

    -13.2%　-US$195.1万

  • 减仓 BINC

    -25.8%　-US$170.7万

  • 减仓 GLD

    -53.1%　-US$147.8万

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
1SCHVSchwab US Large-cap ValueETF-其他9.78%-0.80%-8.65%
2SCHGSchwab US Large-cap GrowthETF-其他9.15%-1.90%-5.52%
3DYNFIshrs US E F R A Etf-usd INCETF-其他7.83%-1.78%-13.23%
4SCHFSchwab Intl Equity ETFETF-其他7.67%+1.90%+31.46%
5BNDVanguard Total Bond MarketETF-其他6.17%+0.02%+2.77%
6GOVTIshares US Treasury Bond ETFETF-政府公债6.02%+2.72%+86.47%
7IEMGIshares Core Msci EmergingETF-新兴市场5.71%+0.38%+5.19%
8MTUMIshares Msci USA Momentum FaETF-其他4.17%+0.09%+8.64%
9QUALIshares Msci USA Quality FacETF-其他4.13%-0.40%-3.83%
10BAIIshrs Ai In And Tech Act ETFETF-科技型3.87%+0.32%+12.21%
11BINCIshares Flex I A Etf-usd INCETF-其他3.80%-1.50%-25.76%
12REGNRegeneron Pharmaceuticals股票-医疗保健3.30%-0.06%+0.13%
13JHMBJohn Hancock Mortgage-backedETF-其他2.99%+0.04%+3.82%
14IAGGIshares Intl Aggregate BondETF-其他2.40%+0.14%+7.80%
15AAPLApple INC股票-科技2.03%-0.19%+0.08%
16SHLDGlobal X Defense Tech ETFETF-科技型1.95%+1.95%NEW
17JAJLInnovator Edp ETF - 6m Ja/jyETF-其他1.94%-0.10%-3.30%
18VOOVanguard S&p 500 ETFETF-大型股与成长1.62%-0.08%+1.60%
19MUBIshares National Muni Bond EETF-其他1.42%+0.21%+20.69%
20ZFEBInotr Eq Def Pr ETF - 1 Yr FETF-其他1.26%——
21GLDSpdr Gold SharesETF-避险与商品1.26%-1.25%-53.15%
22SUBIshares Short-term NationalETF-其他1.06%+0.16%+20.39%
23XOMExxon Mobil CORP股票-能源0.97%+0.27%-0.06%
24SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.81%-0.06%—
25VEAVanguard Ftse Developed ETFETF-其他0.70%+0.07%+9.45%
26IWDIshares Russell 1000 Value EETF-其他0.50%—-0.07%
27AAPRIno Eq Po ETF 2yr Ap2028-usdETF-其他0.49%——
28SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.48%——
29VTEBVanguard Tax-exempt Bond ETFETF-其他0.46%—+1.24%
30VUGVanguard Growth ETFETF-其他0.45%-0.08%-2.70%
31ABBVAbbvie INC股票-医疗保健0.45%-0.03%—
32AMZNAmazon.com INC股票-周期性消费0.44%+0.04%+23.71%
33CSCOCisco Systems INC股票-科技0.36%—-1.15%
34AGGIshares Core U.s. AggregateETF-其他0.34%-0.01%-0.89%
35QQQInvesco Qqq Trust Series 1ETF-科技型0.28%-0.02%—
36BACBank Of America CORP股票-金融0.28%-0.04%+0.58%
37HDHome Depot INC股票-周期性消费0.26%-0.01%+0.10%
38PJANInnovator U.s. Equity PowerETF-其他0.23%+0.23%NEW
39MSFTMicrosoft CORP股票-科技0.23%-0.08%-0.79%
40WMTWalmart INC股票-非周期性消费0.23%+0.02%+0.22%
41IVVIshares Core S&p 500 ETFETF-大型股与成长0.23%-0.01%—
42VZVerizon Communications INC股票-通信服务0.22%+0.04%+1.90%
43AOAIshares Core 80/20 AggressivETF-其他0.21%—+3.10%
44DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.21%-0.01%—
45VTIVanguard Total Stock Mkt ETFETF-其他0.21%+0.01%+12.79%
46JPMJpmorgan Chase & Co股票-金融0.19%-0.02%—
47VWOVanguard Ftse Emerging MarkeETF-新兴市场0.18%+0.18%NEW
48GLWCorning INC股票-科技0.18%+0.18%NEW
49LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债0.18%——
50SHMSs Spdr N Ice St Muni ETFETF-其他0.18%—+3.04%
1–50 of 54

本季持股变动

Peak Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Global X Defense Tech ETF (SHLD); 清仓: Ss Technology Select Sector (XLK); 新建仓: Innovator U.s. Equity Power (PJAN); 清仓: Ishares Msci International Q (IQLT); 新建仓: Vanguard Ftse Emerging Marke (VWO).

Peak Wealth Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GOVTIshares US Treasury Bond ETF+2.7%+86.47%加仓
2SCHFSchwab Intl Equity ETF+1.9%+31.46%加仓
3IEMGIshares Core Msci Emerging+0.4%+5.19%加仓
4BAIIshrs Ai In And Tech Act ETF+0.3%+12.21%加仓
5XOMExxon Mobil CORP+0.3%-0.06%减仓
6MUBIshares National Muni Bond E+0.2%+20.69%加仓
7SUBIshares Short-term National+0.2%+20.39%加仓
8IAGGIshares Intl Aggregate Bond+0.1%+7.80%加仓
9MTUMIshares Msci USA Momentum Fa+0.1%+8.64%加仓
10VEAVanguard Ftse Developed ETF+0.1%+9.45%加仓
11JHMBJohn Hancock Mortgage-backed0%+3.82%加仓
12AMZNAmazon.com INC0%+23.71%加仓
13VZVerizon Communications INC0%+1.90%加仓
14BNDVanguard Total Bond Market0%+2.77%加仓
15WMTWalmart INC0%+0.22%加仓
16VTIVanguard Total Stock Mkt ETF0%+12.79%加仓
17IWDIshares Russell 1000 Value E—-0.07%减仓
18AAPRIno Eq Po ETF 2yr Ap2028-usd——不变
19WUWestern Union Co——不变
20SHMSs Spdr N Ice St Muni ETF—+3.04%加仓
21AOAIshares Core 80/20 Aggressiv—+3.10%加仓
22PFFIshares Preferred & Income S——不变
23HDHome Depot INC0%+0.10%加仓
24IVVIshares Core S&p 500 ETF0%—不变
25DIASs Spdr Dow Jones Indus Avg0%—不变
26AGGIshares Core U.s. Aggregate0%-0.89%减仓
27QQQInvesco Qqq Trust Series 10%—不变
28JPMJpmorgan Chase & Co0%—不变
29ABBVAbbvie INC0%—不变
30BACBank Of America CORP0%+0.58%加仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.1%—不变
32REGNRegeneron Pharmaceuticals-0.1%+0.13%加仓
33MSFTMicrosoft CORP-0.1%-0.79%减仓
34VUGVanguard Growth ETF-0.1%-2.70%减仓
35VOOVanguard S&p 500 ETF-0.1%+1.60%加仓
36JAJLInnovator Edp ETF - 6m Ja/jy-0.1%-3.30%减仓
37AAPLApple INC-0.2%+0.08%加仓
38QUALIshares Msci USA Quality Fac-0.4%-3.83%减仓
39SCHVSchwab US Large-cap Value-0.8%-8.65%减仓
40GLDSpdr Gold Shares-1.3%-53.15%减仓
41BINCIshares Flex I A Etf-usd INC-1.5%-25.76%减仓
42DYNFIshrs US E F R A Etf-usd INC-1.8%-13.23%减仓
43SCHGSchwab US Large-cap Growth-1.9%-5.52%减仓
44SHLDGlobal X Defense Tech ETF—NEW新建仓
45XLKSs Technology Select Sector—EXIT清仓
46PJANInnovator U.s. Equity Power—NEW新建仓
47IQLTIshares Msci International Q—EXIT清仓
48VWOVanguard Ftse Emerging Marke—NEW新建仓
49GLWCorning INC—NEW新建仓
50VTVVanguard Value ETF—NEW新建仓

FAQ

Peak Wealth Management LLC 是什么机构？属于哪种投资人类型？
Peak Wealth Management LLC 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.2亿，分布在 54 个已申报仓位之中。
Peak Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Peak Wealth Management LLC 按市值排列的前几大持股为： 1. Schwab US Large-cap Value (SCHV) — US$1191.5万 (9.8%) 2. Schwab US Large-cap Growth (SCHG) — US$1115.5万 (9.2%) 3. Ishrs US E F R A Etf-usd INC (DYNF) — US$954.0万 (7.8%) 4. Schwab Intl Equity ETF (SCHF) — US$934.5万 (7.7%) 5. Vanguard Total Bond Market (BND) — US$751.9万 (6.2%)
Peak Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peak Wealth Management LLC 共进行了 41 项显著调整：新建仓 5 个仓位、加仓 22 个既有持股、减仓 12 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Global X Defense Tech ETF (SHLD); 清仓: Ss Technology Select Sector (XLK); 新建仓: Innovator U.s. Equity Power (PJAN); 清仓: Ishares Msci International Q (IQLT); 新建仓: Vanguard Ftse Emerging Marke (VWO)
Peak Wealth Management LLC 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 Wealth Management LLC 的主要板块分布如下： • Health Care: 40.7% • Information Technology: 30.4% • Energy: 10.6% • Consumer Discretionary: 7.5% • Financials: 5.9% • Consumer Staples: 2.5%

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