Peak Wealth Management LLC
- SEC CIK
- 0002094948
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位。
- 持股檔數
- 51
- 2025 年第 3 季沒有申報
- 總值
- $1.20 億
- 2025 年第 3 季沒有申報
Peak Wealth Management LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 405,313 | $1,322 萬 | 11.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 427,656 | $1,266 萬 | 10.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 188,961 | $1,149 萬 | 9.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 99,350 | $735.9 萬 | 6.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 287,228 | $690.5 萬 | 5.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 94,793 | $637.2 萬 | 5.3% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 120,037 | $633.4 萬 | 5.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,268 | $541.6 萬 | 4.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,486 | $487.8 萬 | 4.1% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 127,416 | $424.3 萬 | 3.5% | – | – | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,204 | $401.7 萬 | 3.4% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 171,660 | $395.2 萬 | 3.3% | – | – | – |
| John Hancock Mortgage-Backed Securities ETF47804J792 | ETF | 159,203 | $352.8 萬 | 2.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 7,590 | $300.8 萬 | 2.5% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 54,122 | $270.7 萬 | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 9,764 | $265.5 萬 | 2.2% | – | – | 歷史 |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 84,054 | $244.3 萬 | 2.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,243 | $203.4 萬 | 1.7% | – | – | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 60,330 | $153.1 萬 | 1.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,526 | $144.9 萬 | 1.2% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,110 | $107.9 萬 | 0.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,523 | $103.9 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,005 | $84.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,089 | $75.5 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,297 | $63.3 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,839 | $59.7 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,376 | $58.9 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45783Y335 | EQUITY DEFINED | 20,651 | $58.7 萬 | 0.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,500 | $57.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,077 | $55.7 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,371 | $48.5 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,062 | $47.6 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,650 | $43.5 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,180 | $41.7 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 6,923 | $38.1 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 764 | $37.0 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 591 | $36.3 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 955 | $32.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 420 | $28.8 萬 | 0.2% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 552 | $26.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,804 | $25.1 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 779 | $25.1 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,223 | $24.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 696 | $23.3 萬 | 0.2% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 4,865 | $22.1 萬 | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,000 | $22.0 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,260 | $21.4 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45784N858 | EQUITY DEFINED P | 8,320 | $21.4 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,368 | $21.0 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 6,652 | $20.6 萬 | 0.2% | – | – | – |
| WUWestern Union CO | Stock | 10,500 | $9.78 萬 | 0.1% | – | – | 歷史 |