Peak Wealth Management LLC 13F 持仓 · 2026年Q2
Peak Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 1.43 亿美元。前几大持仓：SCHV（11.40%）、SCHG（10.46%）、DYNF（8.16%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $16.2M | 11.40% | 466,587 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $14.9M | 10.46% | 440,546 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $11.6M | 8.16% | 170,930 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $8.7M | 6.11% | 314,392 | 减持 |
| 5 | BND | VANGUARD BD INDEX FDS | $8.2M | 5.74% | 111,436 | 增持 |
| 6 | GOVT | ISHARES TR | $8.1M | 5.70% | 356,494 | 增持 |
| 7 | MTUM | ISHARES TR | $7.3M | 5.09% | 21,161 | 减持 |
| 8 | BAI | BLACKROCK ETF TRUST | $6.7M | 4.67% | 126,148 | 减持 |
| 9 | IEMG | ISHARES INC | $5.5M | 3.88% | 66,707 | 减持 |
| 10 | BLCR | BLACKROCK ETF TRUST | $4.2M | 2.95% | 83,436 | 新建仓 |
| 11 | BINC | BLACKROCK ETF TRUST II | $4.0M | 2.78% | 75,705 | 减持 |
| 12 | JHMB | JOHN HANCOCK EXCHANGE TRADED | $3.9M | 2.75% | 178,328 | 增持 |
| 13 | IALT | BLACKROCK ETF TRUST | $3.7M | 2.59% | 131,773 | 新建仓 |
| 14 | GGOV | BLACKROCK ETF TRUST II | $3.5M | 2.43% | 68,867 | 新建仓 |
| 15 | REGN | REGENERON PHARMACEUTICALS | $3.1M | 2.18% | 4,992 | 减持 |
| 16 | AAPL | APPLE INC | $2.8M | 1.99% | 9,779 | 增持 |
| 17 | MUB | ISHARES TR | $2.6M | 1.81% | 23,962 | 增持 |
| 18 | SHLD | GLOBAL X FDS | $2.5M | 1.72% | 41,050 | 增持 |
| 19 | JAJL | INNOVATOR ETFS TRUST | $2.4M | 1.71% | 81,328 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $2.3M | 1.62% | 3,369 | 增持 |
| 21 | ZFEB | INNOVATOR ETFS TRUST | $1.6M | 1.10% | 60,330 | 持平 |
| 22 | GLD | SPDR GOLD TR | $1.4M | 1.01% | 3,905 | 增持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.86% | 1,633 | 增持 |
| 24 | SUB | ISHARES TR | $1.1M | 0.76% | 10,138 | 减持 |
| 25 | QUAL | ISHARES TR | $918,812 | 0.64% | 4,187 | 减持 |
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