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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 75 项建仓 1增持 32减持 38清仓 4

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$3.3M

93,578 -0%

增持

MSFT MICROSOFT CORP

+$1.6M

21,047 +12%

增持

QQQ INVESCO QQQ TR

+$1.3M

22,535 +1%

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

BRK/B BERKSHIRE HATHAWAY INC DEL

+$910.1K

27,820 +12%

增持

IVV ISHARES TR

+$909.8K

28,922 +1%

增持

GOOG ALPHABET INC

+$882.0K

50,289 +3%

减持

AMAT APPLIED MATLS INC

+$566.0K

22,302 -0%

减持

OZ BELPOINTE PREP LLC

-$477.5K

12,500 -24%

减持

AMZN AMAZON COM INC

+$460.1K

29,817 -4%

建仓

NVDA NVIDIA CORPORATION

+$384.9K

1,386

减持

TSLA TESLA INC

+$349.7K

4,240 -1%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$327.8K

100,805 +8%

减持

GOOGL ALPHABET INC

+$268.4K

17,918 -1%

减持

APD AIR PRODS & CHEMS INC

-$259.4K

1,340 -36%

减持

— CHUBB LIMITED

-$256.6K

1,551 -39%

减持

UNH UNITEDHEALTH GROUP INC

-$242.1K

586 -40%

增持

QQQE DIREXION SHS ETF TR

+$234.7K

6,028 +90%

清仓

MMM 3M CO

-$221.3K

0 -100%

增持

INTC INTEL CORP

+$219.9K

34,854 +0%

清仓

EQNR EQUINOR ASA

-$218.4K

0 -100%

增持

DVN DEVON ENERGY CORP NEW

-$211.9K

21,998 +2%

清仓

XLV SELECT SECTOR SPDR TR

-$209.1K

0 -100%

清仓

HON HONEYWELL INTL INC

-$201.2K

0 -100%

增持

V VISA INC

+$195.9K

7,424 +4%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$176.6K

1,491 +30%

减持

MPC MARATHON PETE CORP

+$164.8K

9,388 -1%

增持

AVEM AMERICAN CENTY ETF TR

+$155.5K

16,714 +16%

增持

SCHW SCHWAB CHARLES CORP

-$146.1K

6,754 +12%

减持

FXO FIRST TR EXCHANGE TRADED FD

-$120.0K

32,982 -0%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$114.7K

79,500 -5%

减持

WFC WELLS FARGO CO NEW

-$113.3K

7,854 -20%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$101.4K

5,331 +6%

减持

NXST NEXSTAR MEDIA GROUP INC

-$96.3K

3,698 -12%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$94.3K

22,630 -11%

减持

CVX CHEVRON CORP NEW

-$86.8K

4,926 -1%

增持

JNJ JOHNSON & JOHNSON

-$81.0K

6,980 +6%

减持

QINT AMERICAN CENTY ETF TR

+$78.7K

24,070 -1%

增持

PPH VANECK ETF TRUST

+$75.9K

11,195 +10%

减持

XLK SELECT SECTOR SPDR TR

+$75.7K

3,087 -2%

增持

— EATON CORP PLC

+$73.3K

4,871 +0%

增持

FPF FIRST TR INTER DURATN PFD &

-$64.9K

174,141 +4%

增持

HD HOME DEPOT INC

-$63.5K

3,187 +0%

减持

AMD ADVANCED MICRO DEVICES INC

+$58.6K

2,964 -17%

减持

COP CONOCOPHILLIPS

-$54.7K

2,593 -2%

减持

RSP INVESCO EXCHANGE TRADED FD T

+$52.7K

15,845 -0%

减持

LNG CHENIERE ENERGY INC

-$50.4K

4,810 -11%

增持

WMT WALMART INC

+$48.8K

4,785 +3%

减持

VZ VERIZON COMMUNICATIONS INC

-$46.9K

10,378 -9%

减持

INDA ISHARES TR

-$44.5K

15,844 -1%

减持

MMIN INDEXIQ ACTIVE ETF TR

-$44.1K

75,117 -5%

减持

KLAC KLA CORP

+$43.3K

3,234 -2%

减持

SO SOUTHERN CO

-$41.5K

9,560 -3%

增持

AVGO BROADCOM INC

+$33.3K

393 +1%

减持

SPY SPDR S&P 500 ETF TR

+$32.9K

6,358 -5%

增持

JPM JPMORGAN CHASE & CO

+$32.5K

17,079 +4%

减持

UPS UNITED PARCEL SERVICE INC

+$32.0K

1,687 -1%

增持

XLE SELECT SECTOR SPDR TR

-$31.6K

25,424 +4%

减持

— EXXON MOBIL CORP

-$31.3K

15,906 -1%

增持

— MEDTRONIC PLC

+$30.6K

5,577 +3%

增持

ABBV ABBVIE INC

+$29.7K

6,460 +4%

减持

UNP UNION PAC CORP

-$26.5K

1,594 -5%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$25.8K

7,327 -6%

增持

FXH FIRST TR EXCHANGE TRADED FD

+$23.0K

4,197 +7%

减持

— TOTALENERGIES SE

-$22.8K

6,281 -1%

减持

IGSB ISHARES TR

-$22.4K

4,535 -10%

增持

DVY ISHARES TR

-$20.4K

6,028 +0%

增持

FTCS FIRST TR EXCHANGE-TRADED FD

+$18.3K

4,267 +9%

增持

GS GOLDMAN SACHS GROUP INC

-$18.0K

1,134 +0%

增持

MRK MERCK & CO INC

-$17.7K

9,858 +3%

减持

MSI MOTOROLA SOLUTIONS INC

+$13.4K

1,203 -6%

减持

FLV AMERICAN CENTY ETF TR

-$9.5K

6,332 -1%

增持

— AMERICAN CENTY ETF TR

+$8.5K

6,313 +1%

减持

SPGI S&P GLOBAL INC

+$688

688 -3%

增持

RPG INVESCO EXCHANGE TRADED FD T

-$544

1,812 +0%

减持

CSCO CISCO SYS INC

+$263

5,654 -9%