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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

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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 81 项建仓 8增持 34减持 37清仓 2

方向

标的

Δ市值

现股数(环比)

建仓

RDVY FIRST TR EXCHANGE-TRADED FD

+$4.2M

81,089

增持

IVV ISHARES TR

+$3.8M

40,015 +13%

增持

AAPL APPLE INC

+$3.3M

91,140 +0%

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

QQQ INVESCO QQQ TR

+$1.8M

32,449 +4%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$827.0K

3,469 -77%

增持

MSFT MICROSOFT CORP

+$817.7K

13,174 +3%

建仓

NXST NEXSTAR MEDIA GROUP INC

+$720.5K

4,772

增持

RSP INVESCO EXCHANGE TRADED FD T

+$669.9K

13,256 +34%

增持

GOOG ALPHABET INC

+$635.6K

2,749 +0%

清仓

T AT&T INC

-$620.9K

0 -100%

建仓

NVDA NVIDIA CORPORATION

+$578.0K

1,965

减持

ARKK ARK ETF TR

-$545.8K

2,127 -69%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$490.2K

38,934 -17%

增持

AMD ADVANCED MICRO DEVICES INC

+$476.9K

5,847 +65%

增持

TSLA TESLA INC

+$447.8K

1,341 +7%

增持

DVN DEVON ENERGY CORP NEW

+$411.4K

17,708 +71%

增持

IJR ISHARES TR

+$386.1K

25,724 +10%

减持

GLD SPDR GOLD TR

-$342.3K

12,094 -18%

增持

FNY FIRST TR EXCHANGE-TRADED ALP

+$336.4K

29,722 +14%

建仓

SPGI S&P GLOBAL INC

+$330.4K

700

减持

SPY SPDR S&P 500 ETF TR

+$323.7K

7,110 -0%

增持

HD HOME DEPOT INC

+$290.5K

3,256 +1%

建仓

— ACCENTURE PLC IRELAND

+$256.1K

618

减持

LMBS FIRST TR EXCHANGE-TRADED FD

-$251.1K

4,436 -53%

建仓

FTSL FIRST TR EXCHANGE-TRADED FD

+$243.9K

5,090

增持

MRK MERCK & CO INC

+$232.8K

7,137 +71%

清仓

SHY ISHARES TR

-$219.3K

0 -100%

增持

FPF FIRST TR INTER DURATN PFD &

+$210.2K

130,328 +9%

建仓

QCOM QUALCOMM INC

+$209.3K

1,144

建仓

— EVOQUA WATER TECHNOLOGIES CO

+$202.7K

4,335

减持

VZ VERIZON COMMUNICATIONS INC

-$191.2K

15,534 -16%

增持

GOOGL ALPHABET INC

+$187.5K

791 +1%

减持

FLOT ISHARES TR

-$161.0K

16,098 -16%

增持

QINT AMERICAN CENTY ETF TR

+$146.6K

23,055 +11%

增持

SKYY FIRST TR EXCHANGE TRADED FD

+$138.5K

9,072 +18%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$128.0K

6,649 -2%

增持

UNP UNION PAC CORP

+$127.2K

1,708 +10%

增持

ABBV ABBVIE INC

+$126.2K

3,944 +4%

减持

AMAT APPLIED MATLS INC

+$123.1K

4,573 -1%

增持

AMZN AMAZON COM INC

+$116.9K

2,039 +0%

增持

— EATON CORP PLC

+$112.2K

4,298 +2%

增持

XLK SELECT SECTOR SPDR TR

+$93.8K

3,435 +2%

减持

IGSB ISHARES TR

-$91.3K

8,571 -15%

增持

FTGC FIRST TR EXCHANGE TRAD FD VI

+$75.3K

21,554 +23%

减持

CVX CHEVRON CORP NEW

+$75.0K

4,871 -0%

减持

V VISA INC

-$65.4K

7,841 -1%

减持

CSCO CISCO SYS INC

+$63.6K

7,296 -0%

减持

FXO FIRST TR EXCHANGE TRADED FD

+$60.8K

32,018 -0%

减持

— MEDTRONIC PLC

-$59.8K

2,151 -4%

减持

APD AIR PRODS & CHEMS INC

+$59.4K

1,315 -1%

减持

INTC INTEL CORP

-$55.1K

23,098 -1%

减持

AVEM AMERICAN CENTY ETF TR

-$51.2K

16,782 -3%

增持

DVY ISHARES TR

+$48.3K

6,022 +0%

减持

SO SOUTHERN CO

-$43.8K

10,350 -15%

减持

CME CME GROUP INC

+$42.1K

1,273 -1%

减持

FLV AMERICAN CENTY ETF TR

-$40.7K

4,939 -15%

增持

AVUV AMERICAN CENTY ETF TR

+$40.6K

3,303 +12%

减持

META META PLATFORMS INC

-$40.2K

1,849 -5%

减持

CMCSA COMCAST CORP NEW

-$37.7K

5,162 -3%

减持

TIP ISHARES TR

-$37.0K

1,965 -14%

减持

MSI MOTOROLA SOLUTIONS INC

+$36.5K

1,391 -5%

减持

— EXXON MOBIL CORP

+$32.1K

15,873 -1%

减持

— TOTALENERGIES SE

-$28.9K

7,281 -10%

增持

IEFA ISHARES TR

+$28.1K

10,453 +3%

减持

— CHUBB LIMITED

+$26.6K

1,382 -0%

增持

MPC MARATHON PETE CORP

+$26.0K

3,647 +9%

减持

HYG ISHARES TR

-$25.5K

2,355 -11%

增持

WMT WALMART INC

+$25.2K

4,415 +0%

增持

JPM JPMORGAN CHASE & CO

+$23.6K

11,370 +5%

减持

JNJ JOHNSON & JOHNSON

+$21.8K

4,271 -3%

减持

FXH FIRST TR EXCHANGE TRADED FD

+$19.3K

3,996 -0%

增持

WFC WELLS FARGO CO NEW

+$16.6K

10,471 +0%

减持

BBY BEST BUY INC

-$16.5K

2,072 -4%

减持

PPH VANECK ETF TRUST

+$16.4K

9,497 -3%

减持

NFLX NETFLIX INC

-$12.1K

451 -3%

增持

IEMG ISHARES INC

+$11.8K

17,084 +4%

增持

FMHI FIRST TR EXCH TRADED FD III

+$11.3K

4,762 +4%

减持

TGT TARGET CORP

-$8.9K

934 -5%

减持

DON WISDOMTREE TR

+$8.3K

5,486 -3%

增持

INDA ISHARES TR

-$2.1K

16,565 +6%

增持

FPE FIRST TR EXCH TRADED FD III

+$343

33,196 +1%