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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 71 项建仓 2增持 24减持 40清仓 5

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$2.7M

26,343 +15%

增持

QQQ INVESCO QQQ TR

+$1.8M

25,609 +6%

减持

AAPL APPLE INC

+$1.8M

94,199 -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

IVV ISHARES TR

+$1.6M

31,719 +0%

增持

AMAT APPLIED MATLS INC

+$904.7K

26,943 +8%

减持

AMZN AMAZON COM INC

+$782.8K

32,219 -0%

增持

NVDA NVIDIA CORPORATION

+$396.1K

2,733 +24%

清仓

MAR MARRIOTT INTL INC NEW

-$393.9K

0 -100%

增持

GOOG ALPHABET INC

+$390.9K

29,374 +3%

减持

INTC INTEL CORP

+$388.3K

31,507 -6%

减持

JPM JPMORGAN CHASE & CO

+$380.3K

16,435 -1%

清仓

SO SOUTHERN CO

-$366.8K

0 -100%

增持

FPF FIRST TR INTER DURATN PFD &

+$352.7K

199,888 +2%

增持

SPY SPDR S&P 500 ETF TR

+$339.7K

6,663 +1%

清仓

GBIL GOLDMAN SACHS ETF TR

-$295.3K

0 -100%

清仓

FTGC FIRST TR EXCHANGE TRAD FD VI

-$290.4K

0 -100%

减持

CSCO CISCO SYS INC

-$289.7K

8,075 -38%

减持

— EXXON MOBIL CORP

-$280.9K

15,612 -0%

减持

AVEM AMERICAN CENTY ETF TR

-$277.1K

7,141 -45%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

+$273.7K

65,210 -3%

增持

AMD ADVANCED MICRO DEVICES INC

+$259.5K

5,529 +2%

减持

FXH FIRST TR EXCHANGE TRADED FD

-$240.4K

1,958 -57%

清仓

RPG INVESCO EXCHANGE TRADED FD T

-$238.7K

0 -100%

减持

RSP INVESCO EXCHANGE TRADED FD T

+$219.6K

15,712 -1%

建仓

— ACCENTURE PLC IRELAND

+$216.8K

618

减持

QINT AMERICAN CENTY ETF TR

-$210.9K

15,287 -29%

减持

V VISA INC

+$210.8K

7,157 -0%

建仓

DON WISDOMTREE TR

+$208.4K

4,561

减持

XLE SELECT SECTOR SPDR TR

-$196.0K

17,630 -5%

减持

MMIN INDEXIQ ACTIVE ETF TR

-$182.2K

50,047 -19%

增持

GLD SPDR GOLD TR

+$181.0K

7,769 +2%

增持

SCHW SCHWAB CHARLES CORP

+$171.4K

12,224 +0%

减持

ABBV ABBVIE INC

-$164.5K

4,030 -24%

减持

DVY ISHARES TR

-$162.9K

2,243 -43%

减持

JNJ JOHNSON & JOHNSON

-$153.1K

5,456 -16%

减持

FXO FIRST TR EXCHANGE TRADED FD

+$152.7K

32,062 -2%

减持

GOOGL ALPHABET INC

+$147.9K

18,303 -1%

减持

IEFA ISHARES TR

-$140.1K

5,186 -34%

增持

AVGO BROADCOM INC

+$128.9K

401 +4%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$122.0K

30,031 -1%

减持

— EATON CORP PLC

+$121.6K

4,445 -0%

减持

HD HOME DEPOT INC

+$118.3K

3,173 -2%

增持

MRK MERCK & CO INC

+$105.6K

10,484 +4%

减持

CVX CHEVRON CORP NEW

-$103.7K

4,569 -2%

减持

FVD FIRST TR VALUE LINE DIVID IN

+$102.9K

81,107 -5%

增持

XLK SELECT SECTOR SPDR TR

+$90.6K

2,960 +1%

减持

DVN DEVON ENERGY CORP NEW

-$86.4K

19,295 -4%

增持

INDA ISHARES TR

+$85.9K

15,998 +2%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$75.4K

1,706 -1%

减持

— TOTALENERGIES SE

-$72.1K

4,111 -23%

减持

GS GOLDMAN SACHS GROUP INC

+$66.3K

1,116 -1%

增持

LLY ELI LILLY & CO

+$62.6K

1,191 +1%

减持

TSLA TESLA INC

-$61.9K

4,629 -4%

增持

QQQE DIREXION SHS ETF TR

+$60.5K

6,073 +0%

减持

WFC WELLS FARGO CO NEW

+$58.2K

11,854 -8%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$53.9K

5,006 -16%

增持

SPGI S&P GLOBAL INC

+$52.6K

693 +0%

增持

MSI MOTOROLA SOLUTIONS INC

+$41.9K

1,011 +0%

减持

APD AIR PRODS & CHEMS INC

-$35.8K

1,120 -7%

减持

— JOHNSON CTLS INTL PLC

-$34.0K

3,705 -20%

增持

— CHUBB LIMITED

+$26.1K

1,414 +0%

增持

FLV AMERICAN CENTY ETF TR

+$23.5K

5,291 +0%

增持

MPC MARATHON PETE CORP

-$15.2K

9,430 +1%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$14.7K

4,167 -12%

减持

IJR ISHARES TR

+$13.1K

2,020 -7%

增持

WMT WALMART INC

+$10.2K

4,910 +3%

减持

COP CONOCOPHILLIPS

-$9.1K

2,291 -0%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

+$7.1K

3,615 -6%

减持

PPH VANECK ETF TRUST

+$3.3K

11,966 -2%

减持

IGSB ISHARES TR

+$2.9K

4,604 -2%

增持

UPS UNITED PARCEL SERVICE INC

+$2.4K

1,689 +0%