PL
PeakShares LLC
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$1.1亿
申报季度: 2026-03-31 · 持股只数: 116
PeakShares LLC在最新一期 13F 报告中披露了 116 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 28.1%。
机构性格雪花图
- 集中度
- 7.13
- 持仓稳定性
- 28.13
- 动能／逆势
- 100
- 行业集中度
- 51.49
- 多样化
- 100
- 仓位均衡度
- 89.63
近期动向
加仓 MU
+119.6% US$114.2万
减仓 VGT
-3.7% -US$61.4万
减仓 XLF
+3.4% -US$33.8万
加仓 NFLX
+41.1% US$49.4万
加仓 UBER
+74.4% US$48.2万
加仓 AMZN
+46.5% US$40.3万
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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.00% | — | +7.61% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.63% | -0.89% | -3.71% | |
| 3 | XLF | Ss Financial Select Sector | ETF-其他 | 4.24% | -0.61% | +3.38% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.50% | — | +3.34% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.75% | — | +2.03% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.72% | +0.05% | +2.76% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.53% | +0.06% | +4.49% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.23% | +29.86% | |
| 9 | MU | Micron Technology INC | 股票-科技 | 1.70% | +1.00% | +119.64% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | — | +19.41% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.53% | +0.05% | +15.65% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.53% | — | +5.22% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | +0.30% | +46.47% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.51% | +0.06% | +2.90% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.50% | +0.29% | -2.38% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | +0.18% | +58.19% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.49% | +0.25% | +69.95% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | — | +11.63% | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 1.47% | +0.39% | +41.10% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 1.38% | — | +45.77% | |
| 21 | AAPL | Apple INC | 股票-科技 | 1.37% | +0.26% | +41.06% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | +0.30% | -3.02% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.31% | +0.09% | +38.88% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 1.30% | +0.17% | -0.56% | |
| 25 | UBER | Uber Technologies INC | 股票-工业 | 1.27% | +0.39% | +74.44% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 1.11% | +0.13% | +7.42% | |
| 27 | GLW | Corning INC | 股票-科技 | 1.10% | +0.12% | -22.57% | |
| 28 | PANW | Palo Alto Networks INC | 股票-科技 | 1.10% | +0.18% | +47.10% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | — | +7.47% | |
| 30 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.07% | +0.09% | +12.19% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | — | -5.07% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 1.04% | — | +1.44% | |
| 33 | WM | Waste Management INC | 股票-工业 | 1.04% | — | +4.84% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 1.03% | — | -22.73% | |
| 35 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.03% | — | +1.54% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 1.03% | — | +25.91% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 1.03% | +1.03% | NEW | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +1.02% | NEW | |
| 39 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.02% | +0.09% | +38.87% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | — | +12.99% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.01% | — | +22.06% | |
| 42 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.01% | — | +9.54% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | — | +38.36% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | — | +14.00% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | — | +17.55% | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 1.00% | +1.00% | NEW | |
| 47 | CEG | Constellation Energy | 股票-公用事业 | 1.00% | +0.09% | +46.49% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.98% | — | +42.11% | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.98% | — | +8.18% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.98% | — | +2.86% |
1–50 of 116
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
本季持股变动
PeakShares LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Kla CORP (KLAC); 新建仓: Johnson & Johnson (JNJ); 新建仓: Altria Group INC (MO); 清仓: Intuit INC (INTU); 新建仓: Applied Materials INC (AMAT).
FAQ
PeakShares LLC 是什么机构？属于哪种投资人类型？
PeakShares 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$1.1亿，分布在 116 个已申报仓位之中。
PeakShares LLC 目前前几大持股有哪些？
根据最新 13F 申报，PeakShares LLC 按市值排列的前几大持股为：
1. Ss Technology Select Sector (XLK) — US$544.6万 (5.0%)
2. Vanguard Info Tech ETF (VGT) — US$503.9万 (4.6%)
3. Ss Financial Select Sector (XLF) — US$462.4万 (4.2%)
4. Ss Health Care Select Sector (XLV) — US$381.3万 (3.5%)
5. Ss Comm Select Sector Spdr (XLC) — US$299.6万 (2.8%)
PeakShares LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，PeakShares LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 21 个既有持股、减仓 5 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：新建仓: Kla CORP (KLAC); 新建仓: Johnson & Johnson (JNJ); 新建仓: Altria Group INC (MO); 清仓: Intuit INC (INTU); 新建仓: Applied Materials INC (AMAT)
PeakShares 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，PeakShares LLC 的主要板块分布如下：
• Information Technology: 33.8%
• Health Care: 11.4%
• Financials: 11.3%
• Consumer Discretionary: 10.3%
• Communication Services: 9.4%
• Industrials: 7.2%
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