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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

22Q2 调仓2021-12-31 → 2022-06-30 · 共 92 项建仓 10增持 36减持 31清仓 15

方向

标的

Δ市值

现股数(环比)

建仓

MMIN INDEXIQ ACTIVE ETF TR

+$3.8M

156,692

增持

QQQ INVESCO QQQ TR

-$3.6M

33,169 +2%

增持

AAPL APPLE INC

-$3.0M

96,592 +6%

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

AMZN AMAZON COM INC

-$2.8M

38,109 +1769%

增持

IVV ISHARES TR

-$2.1M

44,822 +12%

建仓

XLE SELECT SECTOR SPDR TR

+$1.5M

20,937

清仓

SKYY FIRST TR EXCHANGE TRADED FD

-$946.3K

0 -100%

减持

IJR ISHARES TR

-$847.0K

22,711 -12%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$760.4K

21,737 +64%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$753.1K

26,526 -32%

减持

FNY FIRST TR EXCHANGE-TRADED ALP

-$750.6K

26,606 -10%

减持

SPY SPDR S&P 500 ETF TR

-$709.9K

7,071 -1%

增持

GOOG ALPHABET INC

-$583.2K

3,370 +23%

增持

FTGC FIRST TR EXCHANGE TRAD FD VI

+$493.7K

37,025 +72%

减持

FPE FIRST TR EXCH TRADED FD III

-$482.6K

11,142 -66%

减持

KLAC KLA CORP

-$453.6K

3,330 -6%

减持

AMAT APPLIED MATLS INC

-$439.4K

3,080 -33%

增持

TSLA TESLA INC

-$421.2K

1,479 +10%

增持

HD HOME DEPOT INC

-$418.8K

3,400 +4%

增持

— EXXON MOBIL CORP

+$404.3K

16,062 +1%

减持

META META PLATFORMS INC

-$404.2K

1,350 -27%

增持

MSFT MICROSOFT CORP

+$376.3K

18,716 +42%

减持

INTC INTEL CORP

-$364.5K

22,054 -5%

减持

NVDA NVIDIA CORPORATION

-$353.6K

1,480 -25%

增持

MPC MARATHON PETE CORP

+$353.5K

7,138 +96%

减持

IEMG ISHARES INC

-$298.4K

14,763 -14%

建仓

LNG CHENIERE ENERGY INC

+$296.1K

2,226

减持

WMT WALMART INC

-$288.0K

2,886 -35%

减持

RPG INVESCO EXCHANGE TRADED FD T

-$285.1K

2,727 -16%

增持

FPF FIRST TR INTER DURATN PFD &

-$280.0K

156,223 +20%

清仓

NFLX NETFLIX INC

-$271.7K

0 -100%

清仓

FMHI FIRST TR EXCH TRADED FD III

-$267.3K

0 -100%

减持

AVEM AMERICAN CENTY ETF TR

-$264.2K

15,346 -9%

清仓

CMCSA COMCAST CORP NEW

-$259.8K

0 -100%

清仓

— ACCENTURE PLC IRELAND

-$256.1K

0 -100%

清仓

TIP ISHARES TR

-$253.9K

0 -100%

建仓

AVGO BROADCOM INC

+$247.3K

509

清仓

FTSL FIRST TR EXCHANGE-TRADED FD

-$243.9K

0 -100%

清仓

DON WISDOMTREE TR

-$243.4K

0 -100%

增持

DVN DEVON ENERGY CORP NEW

+$242.8K

18,559 +5%

建仓

COP CONOCOPHILLIPS

+$239.9K

2,672

减持

V VISA INC

-$228.6K

7,469 -5%

减持

IEFA ISHARES TR

-$227.8K

9,386 -10%

增持

QINT AMERICAN CENTY ETF TR

-$227.5K

24,493 +6%

建仓

IHAK ISHARES TR

+$225.7K

6,442

清仓

LMBS FIRST TR EXCHANGE-TRADED FD

-$221.7K

0 -100%

建仓

PG PROCTER AND GAMBLE CO

+$217.0K

1,509

清仓

TGT TARGET CORP

-$216.3K

0 -100%

建仓

MGC VANGUARD WORLD FD

+$215.4K

1,634

建仓

EQNR EQUINOR ASA

+$212.0K

6,099

清仓

BBY BEST BUY INC

-$210.6K

0 -100%

清仓

QCOM QUALCOMM INC

-$209.3K

0 -100%

增持

NXST NEXSTAR MEDIA GROUP INC

+$207.6K

5,698 +19%

清仓

HYG ISHARES TR

-$204.9K

0 -100%

清仓

— EVOQUA WATER TECHNOLOGIES CO

-$202.7K

0 -100%

清仓

ARKK ARK ETF TR

-$201.2K

0 -100%

建仓

FVD FIRST TR VALUE LINE DIVID IN

+$200.5K

5,167

增持

FLOT ISHARES TR

+$193.7K

20,240 +26%

增持

FXO FIRST TR EXCHANGE TRADED FD

-$193.5K

33,161 +4%

增持

RDVY FIRST TR EXCHANGE-TRADED FD

-$179.2K

98,250 +21%

减持

XLK SELECT SECTOR SPDR TR

-$168.8K

3,371 -2%

减持

CSCO CISCO SYS INC

-$167.0K

6,926 -5%

增持

MRK MERCK & CO INC

+$163.3K

7,791 +9%

减持

LOW LOWES COS INC

-$159.2K

1,838 -1%

增持

GOOGL ALPHABET INC

-$158.1K

979 +24%

增持

— EATON CORP PLC

-$154.7K

4,668 +9%

增持

JPM JPMORGAN CHASE & CO

-$152.9K

14,631 +29%

增持

CVX CHEVRON CORP NEW

+$151.0K

4,991 +2%

增持

AMD ADVANCED MICRO DEVICES INC

-$131.2K

9,287 +59%

减持

INDA ISHARES TR

-$122.5K

16,177 -2%

增持

ABBV ABBVIE INC

+$121.5K

4,280 +9%

减持

WFC WELLS FARGO CO NEW

-$116.4K

9,854 -6%

增持

JNJ JOHNSON & JOHNSON

+$101.0K

4,685 +10%

减持

MSI MOTOROLA SOLUTIONS INC

-$96.1K

1,345 -3%

增持

SPGI S&P GLOBAL INC

-$93.4K

703 +0%

减持

IGSB ISHARES TR

-$92.8K

7,300 -15%

减持

FXH FIRST TR EXCHANGE TRADED FD

-$91.4K

3,925 -2%

减持

VZ VERIZON COMMUNICATIONS INC

-$89.4K

14,143 -9%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$77.1K

7,564 +14%

增持

APD AIR PRODS & CHEMS INC

-$70.7K

1,369 +4%

增持

FLV AMERICAN CENTY ETF TR

+$53.3K

6,269 +27%

增持

UNP UNION PAC CORP

-$38.8K

1,836 +7%

减持

DVY ISHARES TR

-$34.0K

5,985 -1%

减持

CME CME GROUP INC

-$30.7K

1,270 -0%

增持

AVUV AMERICAN CENTY ETF TR

-$26.7K

3,461 +5%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

-$22.6K

3,871 +12%

减持

— CHUBB LIMITED

-$17.1K

1,273 -8%

增持

GLD SPDR GOLD TR

-$9.0K

12,220 +1%

减持

PPH VANECK ETF TRUST

-$8.6K

9,400 -1%

增持

— MEDTRONIC PLC

-$5.7K

2,416 +12%

减持

— TOTALENERGIES SE

-$2.8K

6,788 -7%

减持

SO SOUTHERN CO

+$1.7K

9,978 -4%