小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 24Q4 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 21Q4 21Q3 20Q3

21Q3 调仓2020-09-30 → 2021-09-30 · 共 80 项建仓 32增持 25减持 19清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$6.8M

35,467 +41%

增持

QQQ INVESCO QQQ TR

+$6.4M

31,106 +81%

减持

SHY ISHARES TR

-$5.0M

2,545 -96%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

GOOG ALPHABET INC

+$4.1M

2,746 +26%

建仓

IJR ISHARES TR

+$2.6M

23,441

减持

AAPL APPLE INC

+$2.3M

90,857 -0%

建仓

FNY FIRST TR EXCHANGE-TRADED ALP

+$1.9M

25,983

增持

GOOGL ALPHABET INC

+$1.2M

787 +24%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$1.1M

9,928 +199%

建仓

AVEM AMERICAN CENTY ETF TR

+$1.1M

17,266

增持

MSFT MICROSOFT CORP

+$1.1M

12,815 +8%

增持

FPF FIRST TR INTER DURATN PFD &

+$1.1M

119,427 +36%

建仓

QINT AMERICAN CENTY ETF TR

+$1.0M

20,752

建仓

IEMG ISHARES INC

+$1.0M

16,366

建仓

FLOT ISHARES TR

+$977.7K

19,231

增持

JPM JPMORGAN CHASE & CO

+$934.5K

10,855 +24%

清仓

BABA ALIBABA GROUP HLDG LTD

-$911.3K

0 -100%

增持

FXO FIRST TR EXCHANGE TRADED FD

+$893.1K

32,113 +54%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$867.9K

14,973 +275%

建仓

SKYY FIRST TR EXCHANGE TRADED FD

+$807.8K

7,667

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$787.7K

6,815 +35%

建仓

IEFA ISHARES TR

+$752.2K

10,130

建仓

ARKK ARK ETF TR

+$746.9K

6,758

建仓

JNJ JOHNSON & JOHNSON

+$708.8K

4,389

建仓

DVY ISHARES TR

+$689.9K

6,014

建仓

FPE FIRST TR EXCH TRADED FD III

+$674.2K

32,825

建仓

— EATON CORP PLC

+$630.6K

4,223

增持

AMZN AMAZON COM INC

+$614.2K

2,034 +6%

清仓

LQD ISHARES TR

-$599.3K

0 -100%

增持

— EXXON MOBIL CORP

+$597.8K

15,966 +61%

建仓

AMAT APPLIED MATLS INC

+$596.5K

4,634

减持

SPY SPDR S&P 500 ETF TR

+$588.3K

7,116 -3%

减持

GLD SPDR GOLD TR

-$565.3K

14,675 -13%

建仓

XLK SELECT SECTOR SPDR TR

+$503.4K

3,371

减持

KLAC KLA CORP

+$477.9K

3,525 -3%

建仓

LMBS FIRST TR EXCHANGE-TRADED FD

+$472.8K

9,348

增持

HD HOME DEPOT INC

+$468.2K

3,232 +51%

清仓

TLT ISHARES TR

-$451.6K

0 -100%

建仓

FTGC FIRST TR EXCHANGE TRAD FD VI

+$421.8K

17,493

建仓

DVN DEVON ENERGY CORP NEW

+$368.6K

10,380

建仓

AMD ADVANCED MICRO DEVICES INC

+$364.5K

3,542

建仓

FLV AMERICAN CENTY ETF TR

+$342.9K

5,794

建仓

MSI MOTOROLA SOLUTIONS INC

+$341.5K

1,470

增持

WMT WALMART INC

+$331.4K

4,402 +118%

增持

PPH VANECK ETF TRUST

+$327.2K

9,812 +57%

建仓

CMCSA COMCAST CORP NEW

+$297.5K

5,318

建仓

— MEDTRONIC PLC

+$282.3K

2,252

增持

V VISA INC

+$270.8K

7,922 +6%

建仓

FMHI FIRST TR EXCH TRADED FD III

+$256.0K

4,590

建仓

CME CME GROUP INC

+$248.6K

1,285

清仓

AMGN AMGEN INC

-$247.0K

0 -100%

建仓

— CHUBB LIMITED

+$240.7K

1,387

建仓

DON WISDOMTREE TR

+$235.1K

5,671

增持

META FACEBOOK INC

+$235.0K

1,951 +20%

减持

WFC WELLS FARGO CO NEW

+$231.7K

10,469 -3%

建仓

HYG ISHARES TR

+$230.4K

2,633

建仓

BBY BEST BUY INC

+$227.0K

2,148

建仓

TGT TARGET CORP

+$225.1K

984

建仓

AVUV AMERICAN CENTY ETF TR

+$222.7K

2,946

减持

INDA ISHARES TR

+$222.1K

15,639 -2%

建仓

MPC MARATHON PETE CORP

+$207.3K

3,354

减持

TSLA TESLA INC

+$186.4K

1,250 -32%

减持

TIP ISHARES TR

-$149.5K

2,278 -35%

增持

VZ VERIZON COMMUNICATIONS INC

+$148.8K

18,485 +29%

增持

CSCO CISCO SYS INC

+$137.0K

7,326 +10%

增持

FTSM FIRST TR EXCHANGE-TRADED FD

+$116.5K

47,018 +4%

增持

FXH FIRST TR EXCHANGE TRADED FD

+$116.3K

4,006 +5%

减持

NFLX NETFLIX INC

-$113.7K

465 -42%

增持

APD AIR PRODS & CHEMS INC

+$107.2K

1,330 +70%

增持

MRK MERCK & CO INC

+$106.2K

4,182 +67%

增持

UNP UNION PAC CORP

+$87.7K

1,547 +41%

减持

T AT&T INC

-$87.1K

22,989 -7%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$76.7K

752 -11%

减持

ABBV ABBVIE INC

+$72.9K

3,780 -1%

减持

CVX CHEVRON CORP NEW

+$67.6K

4,894 -18%

减持

IGSB ISHARES TR

-$42.6K

10,122 -7%

减持

SO SOUTHERN CO

-$20.9K

12,162 -15%

减持

— TOTALENERGIES SE

+$18.2K

8,117 -25%

减持

RPG INVESCO EXCHANGE TRADED FD T

+$13.0K

3,262 -25%

减持

INTC INTEL CORP

+$9.4K

23,361 -2%