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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 72 项建仓 8增持 38减持 24清仓 2

方向

标的

Δ市值

现股数(环比)

增持

QQQ INVESCO QQQ TR

+$2.4M

29,096 +14%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$2.4M

31,224 +4%

增持

IVV ISHARES TR

+$2.3M

33,239 +5%

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。

建仓

XEADX ALLSPRING INCOME OPPORTUNIT

+$2.1M

315,491

减持

AAPL APPLE INC

-$2.0M

93,894 -0%

增持

NVDA NVIDIA CORPORATION

+$1.7M

3,368 +23%

增持

MSFT MICROSOFT CORP

+$1.5M

27,096 +3%

增持

AMAT APPLIED MATLS INC

+$1.4M

28,133 +4%

增持

AMZN AMAZON COM INC

+$952.4K

32,419 +1%

增持

FPF FIRST TR INTER DURATN PFD &

+$628.8K

217,021 +9%

增持

JPM JPMORGAN CHASE & CO

+$590.3K

16,904 +3%

增持

MPC MARATHON PETE CORP

+$501.9K

9,434 +0%

增持

GOOG ALPHABET INC

+$475.3K

30,310 +3%

建仓

DKNG DRAFTKINGS INC NEW

+$458.3K

10,092

增持

RDVY FIRST TR EXCHANGE-TRADED FD

+$456.9K

68,120 +4%

减持

TSLA TESLA INC

-$443.2K

4,022 -13%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$366.1K

16,800 +7%

增持

GOOGL ALPHABET INC

+$346.7K

19,237 +5%

增持

SPY SPDR S&P 500 ETF TR

+$339.7K

6,703 +1%

增持

AMD ADVANCED MICRO DEVICES INC

+$338.8K

6,393 +16%

增持

— EATON CORP PLC

+$325.4K

4,464 +0%

增持

XLK SELECT SECTOR SPDR TR

+$323.1K

4,288 +45%

清仓

FTSM FIRST TR EXCHANGE-TRADED FD

-$298.7K

0 -100%

增持

— EXXON MOBIL CORP

+$284.2K

15,873 +2%

减持

XLE SELECT SECTOR SPDR TR

-$280.2K

12,689 -28%

建仓

MID AMERICAN CENTY ETF TR

+$275.4K

4,766

增持

MRK MERCK & CO INC

+$274.9K

10,745 +2%

减持

INTC INTEL CORP

-$256.4K

30,038 -5%

建仓

— DISCOVER FINL SVCS

+$245.1K

1,870

增持

LLY ELI LILLY & CO

+$240.1K

1,201 +1%

增持

MSI MOTOROLA SOLUTIONS INC

+$236.0K

1,557 +54%

建仓

FTXL FIRST TR EXCHANGE-TRADED FD

+$227.9K

2,518

增持

CVX CHEVRON CORP NEW

+$223.6K

5,738 +26%

建仓

COST COSTCO WHSL CORP NEW

+$210.0K

287

建仓

EPI WISDOMTREE TR

+$207.6K

4,765

清仓

FXH FIRST TR EXCHANGE TRADED FD

-$202.7K

0 -100%

建仓

UNH UNITEDHEALTH GROUP INC

+$201.9K

408

增持

FXO FIRST TR EXCHANGE TRADED FD

+$149.6K

32,357 +1%

减持

DVN DEVON ENERGY CORP NEW

-$134.8K

14,733 -24%

增持

WMT WALMART INC

+$131.3K

15,048 +206%

增持

PPH VANECK ETF TRUST

+$124.9K

12,112 +1%

减持

ABBV ABBVIE INC

+$107.9K

4,022 -0%

减持

GLD SPDR GOLD TR

+$106.5K

7,737 -0%

减持

HD HOME DEPOT INC

+$92.6K

3,108 -2%

增持

— CHUBB LIMITED

+$88.8K

1,576 +11%

增持

AVGO BROADCOM INC

+$86.6K

403 +0%

减持

APD AIR PRODS & CHEMS INC

-$77.0K

948 -15%

减持

IEFA ISHARES TR

-$63.5K

4,060 -22%

增持

IJR ISHARES TR

+$50.4K

2,435 +21%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$48.3K

1,643 -4%

减持

AVEM AMERICAN CENTY ETF TR

-$47.3K

6,132 -14%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$44.5K

3,837 -8%

增持

SCHW SCHWAB CHARLES CORP

+$44.4K

12,240 +0%

增持

JNJ JOHNSON & JOHNSON

+$44.2K

5,685 +4%

减持

CSCO CISCO SYS INC

-$42.5K

7,321 -9%

减持

INDA ISHARES TR

+$42.4K

15,957 -0%

减持

V VISA INC

+$39.3K

6,817 -5%

增持

GS GOLDMAN SACHS GROUP INC

+$36.0K

1,117 +0%

增持

QQQE DIREXION SHS ETF TR

+$30.7K

6,107 +1%

减持

NXST NEXSTAR MEDIA GROUP INC

-$27.5K

2,772 -14%

减持

FVD FIRST TR VALUE LINE DIVID IN

+$27.4K

78,549 -3%

减持

COP CONOCOPHILLIPS

+$22.7K

2,268 -1%

增持

FLV AMERICAN CENTY ETF TR

+$22.3K

5,322 +1%

减持

MMIN INDEXIQ ACTIVE ETF TR

-$21.0K

49,719 -1%

增持

DON WISDOMTREE TR

+$15.9K

4,599 +1%

增持

UPS UNITED PARCEL SERVICE INC

-$14.4K

1,690 +0%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

+$14.0K

3,542 -2%

减持

QINT AMERICAN CENTY ETF TR

+$14.0K

14,573 -5%

增持

IGSB ISHARES TR

+$10.7K

4,812 +5%

增持

SPGI S&P GLOBAL INC

-$9.8K

694 +0%

减持

DVY ISHARES TR

+$6.9K

2,190 -2%

减持

— JOHNSON CTLS INTL PLC

+$3.0K

3,315 -11%