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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 73 项建仓 3增持 38减持 29清仓 3

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$3.2M

96,006 +3%

增持

IVV ISHARES TR

+$2.2M

31,646 +9%

增持

MSFT MICROSOFT CORP

+$1.8M

22,978 +9%

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

+$1.6M

24,000 +7%

减持

GOOG ALPHABET INC

-$1.6M

29,783 -41%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.6M

29,796 +7%

增持

AMZN AMAZON COM INC

+$1.1M

31,962 +7%

清仓

LNG CHENIERE ENERGY INC

-$758.1K

0 -100%

减持

OZ BELPOINTE PREP LLC

-$738.3K

5,046 -60%

增持

AMAT APPLIED MATLS INC

+$717.9K

23,920 +7%

减持

XLE SELECT SECTOR SPDR TR

-$436.2K

20,570 -19%

增持

NVDA NVIDIA CORPORATION

+$435.6K

1,940 +40%

清仓

VZ VERIZON COMMUNICATIONS INC

-$403.6K

0 -100%

增持

GOOGL ALPHABET INC

+$342.1K

18,385 +3%

清仓

UNP UNION PAC CORP

-$320.9K

0 -100%

建仓

— JOHNSON CTLS INTL PLC

+$315.9K

4,636

增持

JPM JPMORGAN CHASE & CO

+$305.7K

17,405 +2%

增持

TSLA TESLA INC

+$304.9K

4,525 +7%

增持

SCHW SCHWAB CHARLES CORP

+$275.5K

11,103 +64%

增持

SPY SPDR S&P 500 ETF TR

+$263.1K

6,466 +2%

减持

ABBV ABBVIE INC

-$243.9K

5,832 -10%

建仓

IJR ISHARES TR

+$221.3K

2,220

增持

RSP INVESCO EXCHANGE TRADED FD T

+$213.3K

16,739 +6%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$207.5K

14,235 -37%

建仓

DON WISDOMTREE TR

+$202.7K

4,821

增持

AMD ADVANCED MICRO DEVICES INC

+$197.5K

4,284 +45%

增持

MPC MARATHON PETE CORP

-$156.8K

9,511 +1%

减持

MMIN INDEXIQ ACTIVE ETF TR

-$152.1K

69,485 -7%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$132.7K

1,704 +14%

减持

FVD FIRST TR VALUE LINE DIVID IN

-$116.2K

98,082 -3%

增持

MRK MERCK & CO INC

+$107.4K

10,021 +2%

增持

PPH VANECK ETF TRUST

+$100.2K

12,305 +10%

增持

FPF FIRST TR INTER DURATN PFD &

+$96.1K

183,367 +5%

增持

JNJ JOHNSON & JOHNSON

+$90.6K

7,084 +1%

增持

AVGO BROADCOM INC

+$89.7K

394 +0%

增持

INDA ISHARES TR

+$71.7K

15,912 +0%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$58.6K

74,492 -6%

减持

— EATON CORP PLC

+$58.4K

4,441 -9%

减持

DVN DEVON ENERGY CORP NEW

-$57.0K

21,852 -1%

减持

XLK SELECT SECTOR SPDR TR

+$52.8K

2,984 -3%

增持

FXH FIRST TR EXCHANGE TRADED FD

+$48.2K

4,612 +10%

增持

SPGI S&P GLOBAL INC

+$39.3K

690 +0%

增持

— EXXON MOBIL CORP

-$37.0K

15,919 +0%

减持

HD HOME DEPOT INC

+$36.4K

3,144 -1%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$33.7K

6,770 -8%

减持

WMT WALMART INC

+$33.1K

4,699 -2%

减持

DVY ISHARES TR

-$31.9K

5,953 -1%

增持

IGSB ISHARES TR

+$30.4K

5,175 +14%

减持

CVX CHEVRON CORP NEW

-$29.3K

4,922 -0%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$28.2K

5,075 -5%

减持

V VISA INC

+$28.1K

7,167 -3%

增持

QQQE DIREXION SHS ETF TR

+$27.7K

6,041 +0%

增持

UPS UNITED PARCEL SERVICE INC

-$24.8K

1,688 +0%

减持

APD AIR PRODS & CHEMS INC

-$24.4K

1,203 -10%

增持

AVEM AMERICAN CENTY ETF TR

+$16.1K

16,727 +0%

增持

IEFA ISHARES TR

+$15.6K

9,146 +2%

减持

INTC INTEL CORP

+$15.6K

34,517 -1%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$14.9K

3,946 -8%

减持

— TOTALENERGIES SE

-$14.7K

6,179 -2%

增持

QINT AMERICAN CENTY ETF TR

+$14.7K

24,110 +0%

增持

GLD SPDR GOLD TR

-$13.5K

7,832 +2%

减持

FLV AMERICAN CENTY ETF TR

-$7.8K

6,022 -5%

减持

COP CONOCOPHILLIPS

+$7.3K

2,553 -2%

增持

SO SOUTHERN CO

+$7.1K

9,570 +0%

减持

MSI MOTOROLA SOLUTIONS INC

-$6.7K

1,151 -4%

减持

UNH UNITEDHEALTH GROUP INC

-$6.6K

563 -4%

减持

— MEDTRONIC PLC

+$5.5K

5,166 -7%

增持

— CHUBB LIMITED

+$5.3K

1,591 +3%

增持

GS GOLDMAN SACHS GROUP INC

-$4.8K

1,135 +0%

增持

RPG INVESCO EXCHANGE TRADED FD T

+$2.8K

1,813 +0%

增持

CSCO CISCO SYS INC

-$2.0K

5,674 +0%

减持

FXO FIRST TR EXCHANGE TRADED FD

+$1.6K

32,701 -1%

减持

— AMERICAN CENTY ETF TR

-$369

6,248 -1%