Peak Retirement Planning, Inc. 13F 持仓 · 2026年Q2

Peak Retirement Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 194 只证券，申报市值合计 6.32 亿美元。前几大持仓：SGOV（10.42%）、QQQ（5.49%）、VEA（4.55%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。

排名	代码	公司	市值	占组合	股数	变动
1	SGOV	iShares 0-3 Month Treasury Bond ETF	$65.8M	10.42%	653,810	减持
2	QQQ	Invesco QQQ Trust, Series 1	$34.7M	5.49%	47,055	增持
3	VEA	Vanguard FTSE Developed Markets ETF	$28.7M	4.55%	403,062	减持
4	VWO	Vanguard FTSE Emerging Markets ETF	$18.9M	3.00%	317,385	减持
5	XLV	State Street Health Care Select Sector SPDR ETF	$18.4M	2.92%	116,103	增持
6	VBK	Vanguard Morningstar Small-Cap Growth ETF	$17.5M	2.77%	47,871	增持
7	XLE	State Street Energy Select Sector SPDR ETF	$17.5M	2.77%	329,503	增持
8	XLY	State Street Consumer Discretionary Select Sector SPDR ETF	$17.2M	2.72%	146,239	增持
9	XLRE	State Street Real Estate Select Sector SPDR ETF	$17.0M	2.70%	386,766	增持
10	XLC	State Street Communication Services Select Sector SPDR ETF	$16.7M	2.64%	155,779	增持
11	VBR	Vanguard Morningstar Small-Cap Value ETF	$13.7M	2.17%	56,505	增持
12	VTV	Vanguard Morningstar Value ETF	$13.6M	2.16%	62,479	增持
13	VUG	Vanguard Morningstar Growth ETF	$13.5M	2.13%	156,415	增持
14	VOE	Vanguard Morningstar Mid-Cap Value ETF	$11.4M	1.80%	57,532	增持
15	VOO	Vanguard S&P 500 ETF	$11.2M	1.78%	16,364	增持
16	NVDA	NVIDIA Corporation - Common Stock	$10.9M	1.72%	54,264	增持
17	VB	Vanguard Morningstar Small-Cap ETF	$10.7M	1.69%	35,246	增持
18	GOOGL	Alphabet Inc. - Class A Common Stock	$7.0M	1.11%	19,651	增持
19	MU	Micron Technology, Inc. - Common Stock	$6.9M	1.09%	5,948	减持
20	VNQ	Vanguard Real Estate ETF	$6.9M	1.09%	71,525	增持
21	MSFT	Microsoft Corporation - Common Stock	$6.2M	0.99%	16,684	增持
22	LLY	Eli Lilly and Company Common Stock	$6.1M	0.96%	5,056	增持
23	AMD	Advanced Micro Devices, Inc. - Common Stock	$5.9M	0.94%	10,172	新建仓
24	AAPL	Apple Inc. - Common Stock	$5.3M	0.84%	18,319	增持
25	HALO	Halozyme Therapeutics, Inc. - Common Stock	$5.3M	0.84%	67,523	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