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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 84 项建仓 11增持 31减持 30清仓 12

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$3.6M

37,411 -17%

减持

QQQ INVESCO QQQ TR

-$2.7M

24,675 -26%

清仓

IJR ISHARES TR

-$2.1M

0 -100%

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

AMAT APPLIED MATLS INC

+$1.6M

22,605 +634%

清仓

FNY FIRST TR EXCHANGE-TRADED ALP

-$1.5M

0 -100%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$1.4M

44,168 +755%

增持

GOOG ALPHABET INC

-$1.2M

63,926 +1797%

减持

MMIN INDEXIQ ACTIVE ETF TR

-$999.9K

121,974 -22%

清仓

IEMG ISHARES INC

-$724.2K

0 -100%

减持

GLD SPDR GOLD TR

-$566.5K

9,647 -21%

增持

LNG CHENIERE ENERGY INC

+$432.0K

4,389 +97%

建仓

SCHW SCHWAB CHARLES CORP

+$431.5K

6,004

增持

MSFT MICROSOFT CORP

-$430.1K

18,792 +0%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$427.8K

92,403 -6%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$404.7K

19,743 -9%

建仓

LLY LILLY ELI & CO

+$380.1K

1,175

建仓

GS GOLDMAN SACHS GROUP INC

+$331.6K

1,131

建仓

MS MORGAN STANLEY

+$327.8K

4,149

增持

GOOGL ALPHABET INC

-$316.0K

19,002 +1841%

建仓

— DISCOVER FINL SVCS

+$306.4K

3,370

建仓

— CHECK POINT SOFTWARE TECH LT

+$291.9K

2,606

建仓

DIA SPDR DOW JONES INDL AVERAGE

+$282.5K

983

建仓

MAR MARRIOTT INTL INC NEW

+$280.8K

2,004

建仓

UPS UNITED PARCEL SERVICE INC

+$274.4K

1,699

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$270.0K

22,002 -17%

增持

TSLA TESLA INC

+$266.9K

4,761 +222%

清仓

CME CME GROUP INC

-$260.0K

0 -100%

增持

MPC MARATHON PETE CORP

+$259.6K

8,521 +19%

减持

AMZN AMAZON COM INC

+$255.6K

38,081 -0%

建仓

UNH UNITEDHEALTH GROUP INC

+$250.4K

496

清仓

AVGO BROADCOM INC

-$247.3K

0 -100%

清仓

AVUV AMERICAN CENTY ETF TR

-$236.6K

0 -100%

增持

WMT WALMART INC

+$233.1K

4,503 +56%

减持

NXST NEXSTAR MEDIA GROUP INC

-$227.7K

4,198 -26%

清仓

IHAK ISHARES TR

-$225.7K

0 -100%

清仓

NVDA NVIDIA CORPORATION

-$224.4K

0 -100%

清仓

META META PLATFORMS INC

-$217.7K

0 -100%

清仓

PG PROCTER AND GAMBLE CO

-$217.0K

0 -100%

清仓

MGC VANGUARD WORLD FD

-$215.4K

0 -100%

增持

FPF FIRST TR INTER DURATN PFD &

-$211.8K

163,236 +4%

增持

DVN DEVON ENERGY CORP NEW

+$211.2K

20,521 +11%

建仓

— AMERICAN CENTY ETF TR

+$209.4K

5,921

减持

VZ VERIZON COMMUNICATIONS INC

-$205.2K

13,500 -5%

清仓

FPE FIRST TR EXCH TRADED FD III

-$192.0K

0 -100%

减持

V VISA INC

-$190.2K

7,208 -3%

减持

FLOT ISHARES TR

-$185.3K

16,413 -19%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$144.7K

33,390 -10%

增持

XLE SELECT SECTOR SPDR TR

+$144.6K

22,796 +9%

减持

AVEM AMERICAN CENTY ETF TR

-$139.8K

14,340 -7%

减持

QINT AMERICAN CENTY ETF TR

-$120.5K

24,071 -2%

增持

JNJ JOHNSON & JOHNSON

+$108.5K

5,755 +23%

增持

AMD ADVANCED MICRO DEVICES INC

-$90.0K

9,788 +5%

减持

IEFA ISHARES TR

-$78.9K

8,989 -4%

减持

FXO FIRST TR EXCHANGE TRADED FD

-$76.9K

32,909 -1%

增持

INTC INTEL CORP

+$72.1K

34,813 +58%

增持

MRK MERCK & CO INC

+$69.4K

9,053 +16%

减持

DVY ISHARES TR

-$68.0K

5,934 -1%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$66.0K

7,981 +6%

减持

— TOTALENERGIES SE

-$60.1K

6,390 -6%

减持

XLK SELECT SECTOR SPDR TR

-$54.2K

3,151 -7%

减持

UNP UNION PAC CORP

-$53.8K

1,734 -6%

减持

CSCO CISCO SYS INC

-$48.7K

6,165 -11%

增持

— EATON CORP PLC

+$47.6K

4,767 +2%

减持

RPG INVESCO EXCHANGE TRADED FD T

-$47.1K

2,459 -10%

减持

AAPL APPLE INC

-$46.5K

95,221 -1%

增持

SPY SPDR S&P 500 ETF TR

-$40.6K

7,354 +4%

增持

PPH VANECK ETF TRUST

-$36.5K

10,199 +9%

增持

COP CONOCOPHILLIPS

+$34.4K

2,681 +0%

减持

— CHUBB LIMITED

-$32.8K

1,195 -6%

增持

SO SOUTHERN CO

-$32.4K

9,988 +0%

减持

HD HOME DEPOT INC

-$23.2K

3,296 -3%

增持

SPGI S&P GLOBAL INC

-$21.8K

705 +0%

增持

FLV AMERICAN CENTY ETF TR

-$21.5K

6,308 +1%

增持

FXH FIRST TR EXCHANGE TRADED FD

-$20.8K

3,950 +1%

减持

— EXXON MOBIL CORP

+$17.7K

15,958 -1%

减持

INDA ISHARES TR

+$15.9K

16,007 -1%

增持

— MEDTRONIC PLC

+$14.0K

2,858 +18%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

-$12.1K

3,893 +1%

减持

CVX CHEVRON CORP NEW

-$9.1K

4,966 -1%

增持

APD AIR PRODS & CHEMS INC

-$9.0K

1,376 +1%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$8.0K

794 +6%

增持

ABBV ABBVIE INC

+$5.4K

4,924 +15%

减持

MSI MOTOROLA SOLUTIONS INC

+$4.9K

1,281 -5%

增持

JPM JPMORGAN CHASE & CO

-$1.0K

15,756 +8%