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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 72 项建仓 1增持 25减持 41清仓 5

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$2.3M

95,558 -0%

减持

FVD FIRST TR VALUE LINE DIVID IN

-$745.3K

85,231 -13%

减持

MSFT MICROSOFT CORP

-$589.8K

22,915 -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

IVV ISHARES TR

-$506.2K

31,667 +0%

清仓

— MEDTRONIC PLC

-$455.1K

0 -100%

清仓

OZ BELPOINTE PREP LLC

-$434.2K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$428.4K

30,228 +1%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$412.9K

67,370 -10%

增持

CSCO CISCO SYS INC

+$404.1K

12,977 +129%

减持

SO SOUTHERN CO

-$305.5K

5,668 -41%

减持

MPC MARATHON PETE CORP

+$305.3K

9,345 -2%

建仓

GBIL GOLDMAN SACHS ETF TR

+$295.3K

2,950

减持

MMIN INDEXIQ ACTIVE ETF TR

-$270.9K

61,764 -11%

清仓

UNH UNITEDHEALTH GROUP INC

-$270.5K

0 -100%

减持

DVY ISHARES TR

-$248.7K

3,956 -34%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$245.0K

15,948 -5%

清仓

— AMERICAN CENTY ETF TR

-$221.7K

0 -100%

减持

AVEM AMERICAN CENTY ETF TR

-$220.3K

12,877 -23%

增持

GOOGL ALPHABET INC

+$208.2K

18,408 +0%

清仓

DON WISDOMTREE TR

-$202.7K

0 -100%

增持

WFC WELLS FARGO CO NEW

+$190.0K

12,854 +64%

增持

QQQ INVESCO QQQ TR

-$173.0K

24,265 +1%

减持

JNJ JOHNSON & JOHNSON

-$164.3K

6,474 -9%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$159.9K

4,732 -7%

减持

NXST NEXSTAR MEDIA GROUP INC

-$154.0K

3,222 -13%

减持

GOOG ALPHABET INC

+$145.9K

28,432 -5%

减持

QINT AMERICAN CENTY ETF TR

-$143.9K

21,469 -11%

增持

NVDA NVIDIA CORPORATION

+$136.9K

2,201 +13%

减持

— EXXON MOBIL CORP

+$134.5K

15,664 -2%

增持

MRK MERCK & CO INC

-$119.0K

10,076 +1%

减持

JPM JPMORGAN CHASE & CO

-$116.0K

16,654 -4%

减持

IEFA ISHARES TR

-$112.4K

7,847 -14%

减持

DVN DEVON ENERGY CORP NEW

-$95.9K

20,135 -8%

减持

GLD SPDR GOLD TR

-$92.0K

7,607 -3%

增持

— JOHNSON CTLS INTL PLC

-$68.4K

4,652 +0%

增持

AMD ADVANCED MICRO DEVICES INC

+$67.5K

5,403 +26%

增持

FPF FIRST TR INTER DURATN PFD &

+$63.4K

195,130 +6%

减持

MSI MOTOROLA SOLUTIONS INC

-$62.8K

1,009 -12%

减持

FLV AMERICAN CENTY ETF TR

-$59.8K

5,266 -13%

减持

FXH FIRST TR EXCHANGE TRADED FD

-$56.4K

4,561 -1%

增持

— EATON CORP PLC

+$55.9K

4,449 +0%

增持

AMZN AMAZON COM INC

-$54.0K

32,352 +1%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$49.7K

5,933 -12%

增持

V VISA INC

-$49.5K

7,184 +0%

减持

INTC INTEL CORP

+$40.7K

33,613 -3%

增持

SCHW SCHWAB CHARLES CORP

+$40.3K

12,197 +10%

减持

XLK SELECT SECTOR SPDR TR

-$39.7K

2,924 -2%

增持

SPY SPDR S&P 500 ETF TR

-$39.1K

6,613 +2%

增持

RPG INVESCO EXCHANGE TRADED FD T

-$37.9K

7,917 +337%

减持

FTGC FIRST TR EXCHANGE TRAD FD VI

-$33.7K

12,099 -15%

增持

TSLA TESLA INC

+$27.6K

4,844 +7%

减持

IGSB ISHARES TR

-$26.5K

4,679 -10%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

-$25.7K

1,731 +2%

增持

WMT WALMART INC

+$25.3K

4,777 +2%

增持

SPGI S&P GLOBAL INC

-$23.9K

692 +0%

减持

AVGO BROADCOM INC

-$22.6K

384 -3%

增持

APD AIR PRODS & CHEMS INC

-$17.8K

1,209 +0%

减持

IJR ISHARES TR

-$15.7K

2,179 -2%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$14.0K

3,834 -3%

减持

— CHUBB LIMITED

-$12.9K

1,410 -11%

增持

QQQE DIREXION SHS ETF TR

-$11.6K

6,065 +0%

减持

CVX CHEVRON CORP NEW

+$10.7K

4,657 -5%

减持

COP CONOCOPHILLIPS

+$10.5K

2,297 -10%

减持

— TOTALENERGIES SE

-$7.0K

5,309 -14%

增持

AMAT APPLIED MATLS INC

+$4.7K

25,005 +5%

减持

XLE SELECT SECTOR SPDR TR

+$4.4K

18,521 -10%

增持

HD HOME DEPOT INC

+$4.4K

3,248 +3%

减持

ABBV ABBVIE INC

+$3.4K

5,293 -9%

减持

FXO FIRST TR EXCHANGE TRADED FD

+$2.5K

32,654 -0%

减持

GS GOLDMAN SACHS GROUP INC

-$1.8K

1,126 -1%

减持

PPH VANECK ETF TRUST

+$1.1K

12,150 -1%

减持

INDA ISHARES TR

-$319

15,717 -1%