Peak Financial Advisors LLC 13F 持仓 · 2026年Q2
Peak Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 2.42 亿美元。前几大持仓：FLXR（14.45%）、FLSP（8.79%）、MBB（8.17%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | $34.9M | 14.45% | 889,796 | 增持 |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | $21.2M | 8.79% | 766,968 | 增持 |
| 3 | MBB | ISHARES TR | $19.7M | 8.17% | 208,845 | 新建仓 |
| 4 | GLDM | WORLD GOLD TR | $13.8M | 5.72% | 173,948 | 增持 |
| 5 | EMB | ISHARES TR | $11.4M | 4.71% | 117,891 | 增持 |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $11.1M | 4.59% | 427,579 | 减持 |
| 7 | AMZN | AMAZON COM INC | $6.2M | 2.56% | 25,956 | 增持 |
| 8 | CIEN | CIENA CORP | $5.2M | 2.15% | 10,570 | 减持 |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 1.97% | 29,403 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON | $4.6M | 1.90% | 18,041 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.66% | 8,030 | 增持 |
| 12 | CNP | CENTERPOINT ENERGY INC | $4.0M | 1.66% | 91,264 | 增持 |
| 13 | LLY | ELI LILLY & CO | $3.9M | 1.61% | 3,242 | 新建仓 |
| 14 | ESI | ELEMENT SOLUTIONS INC | $3.9M | 1.60% | 80,930 | 增持 |
| 15 | CVS | CVS HEALTH CORP | $3.8M | 1.57% | 36,666 | 增持 |
| 16 | INDA | ISHARES TR | $3.8M | 1.56% | 76,069 | 减持 |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $3.6M | 1.50% | 40,131 | 新建仓 |
| 18 | CNQ | CANADIAN NAT RES LTD MED TER | $3.5M | 1.46% | 89,125 | 减持 |
| 19 | BRX | BRIXMOR PPTY GROUP INC | $3.5M | 1.43% | 109,600 | 增持 |
| 20 | CW | CURTISS WRIGHT CORP | $3.4M | 1.41% | 4,503 | 增持 |
| 21 | ETN | EATON CORP PLC | $3.4M | 1.41% | 7,968 | 增持 |
| 22 | APA | APA CORPORATION | $3.3M | 1.38% | 102,443 | 减持 |
| 23 | FDX | FEDEX CORP | $3.3M | 1.36% | 10,487 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $3.3M | 1.36% | 16,390 | 减持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $3.2M | 1.32% | 3,397 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR