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Peak Planning Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Peak Planning Group, LLC

报告期 2026-03-31 · CIK 0002097384

持仓数

120

前50大市值合计

$330.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$41.9M

64,215

12.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$38.8M

67,158

11.7%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$29.2M

589,238

8.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$25.3M

52,867

7.7%

AAPL APPLE INC

COM

$21.1M

83,102

6.4%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$14.6M

100,984

4.4%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$14.6M

213,284

4.4%

NVDA NVIDIA CORPORATION

COM

$10.4M

59,667

3.1%

MSFT MICROSOFT CORP

COM

$10.3M

27,841

3.1%

AMAT APPLIED MATLS INC

COM

$8.7M

25,368

2.6%

GOOG ALPHABET INC

CAP STK CL C

$8.1M

28,297

2.5%

AMZN AMAZON COM INC

COM

$7.6M

36,261

2.3%

XEADX ALLSPRING INCOME OPPORTUNIT

INC OPPTY FD

$7.4M

1,142,766

2.2%

FPF FIRST TR INTER DURATN PFD &

COM

$7.0M

397,793

2.1%

JPM JPMORGAN CHASE & CO

COM

$5.7M

19,329

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$5.5M

18,992

1.7%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$5.2M

115,068

1.6%

KLAC KLA CORP

COM NEW

$4.9M

3,341

1.5%

FRDM EA SERIES TRUST

FREEDOM 100 EM

$4.9M

89,297

1.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.9M

7,494

1.5%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$3.8M

10,037

1.2%

GLD SPDR GOLD TR

GOLD SHS

$3.3M

7,675

1.0%

EVTR MORGAN STANLEY ETF TRUST

EATON VANCE TOTA

$3.2M

62,304

1.0%

USHY ISHARES TR

BROAD USD HIGH

$2.8M

77,248

0.9%

AVGO BROADCOM INC

COM

$2.3M

7,289

0.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.2M

15,329

0.7%

WMT WALMART INC

COM

$2.2M

17,929

0.7%

— EXXON MOBIL CORP

COM

$2.2M

12,795

0.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$2.1M

11,137

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.1M

3,540

0.6%

— EATON CORP PLC

SHS

$2.1M

5,826

0.6%

MPC MARATHON PETE CORP

COM

$2.0M

8,042

0.6%

V VISA INC

COM CL A

$1.9M

6,313

0.6%

FXO FIRST TR EXCHANGE-TRADED FD

FINLS ALPHADEX

$1.9M

33,186

0.6%

MID AMERICAN CENTY ETF TR

MID CAP GRW IMP

$1.8M

29,754

0.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$1.6M

14,897

0.5%

QINT AMERICAN CENTY ETF TR

QUALITY DIVRSFED

$1.5M

23,006

0.5%

IEFA ISHARES TR

CORE MSCI EAFE

$1.5M

16,304

0.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.4M

4,122

0.4%

CVX CHEVRON CORPORATION

COM

$1.3M

6,356

0.4%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$1.2M

13,240

0.4%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$1.2M

29,961

0.4%

LLY ELI LILLY & CO

COM

$1.2M

1,282

0.4%

IGSB ISHARES TR

ISHS 1-5YR INVS

$1.1M

21,872

0.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.1M

8,585

0.3%

GS GOLDMAN SACHS GROUP INC

COM

$1.1M

1,339

0.3%

TOWN TOWNEBANK PORTSMOUTH VA

COM

$1.1M

33,367

0.3%

SCHW SCHWAB CHARLES CORP

COM

$1.1M

11,881

0.3%

IJR ISHARES TR

CORE S&P SCP ETF

$1.1M

8,643

0.3%

INTC INTEL CORP

COM

$985.4K

22,329

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

52%前 6 大占比

IVV12.7%QQQ11.7%PULS8.8%BRK/B7.7%AAPL6.4%XMMO4.4%