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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 104 项
建仓 31
增持 53
减持 18
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.7M
98,872
+5%
增持
IVV
ISHARES TR
+$3.5M
38,362
+15%
增持
QQQ
INVESCO QQQ TR
+$3.5M
34,194
+18%
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
NVDA
NVIDIA CORPORATION
+$2.5M
44,890
+1233%
增持
XEADX
ALLSPRING INCOME OPPORTUNIT
+$1.7M
568,708
+80%
增持
MSFT
MICROSOFT CORP
+$1.5M
28,888
+7%
建仓
RJF
RAYMOND JAMES FINL INC
+$1.4M
11,576
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
18,773
+430%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.3M
38,676
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$1.2M
45,411
建仓
DIVO
AMPLIFY ETF TR
+$1.2M
31,536
增持
AMAT
APPLIED MATLS INC
+$1.1M
29,088
+3%
增持
IJR
ISHARES TR
+$1.0M
12,106
+397%
建仓
IJH
ISHARES TR
+$988.5K
16,891
建仓
IWF
ISHARES TR
+$963.4K
2,643
增持
AMZN
AMAZON COM INC
+$895.9K
34,896
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$821.2K
7,952
+19%
建仓
IUSG
ISHARES TR
+$789.1K
6,190
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$711.5K
82,882
+22%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$684.9K
5,026
增持
GOOGL
ALPHABET INC
+$676.6K
19,654
+2%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$621.6K
18,622
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$600.0K
4,335
减持
GOOG
ALPHABET INC
-$587.0K
21,961
-28%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$562.3K
18,460
增持
FPF
FIRST TR INTER DURATN PFD &
+$546.4K
241,451
+11%
建仓
MCK
MCKESSON CORP
+$543.1K
930
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$516.1K
33,546
+7%
建仓
VOO
VANGUARD INDEX FDS
+$499.6K
999
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$484.5K
69,512
-12%
增持
AVGO
BROADCOM INC
+$466.2K
623
+55%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$458.7K
15,829
清仓
DKNG
DRAFTKINGS INC NEW
-$458.3K
0
-100%
增持
EPI
WISDOMTREE TR
+$452.2K
13,666
+187%
增持
—
EXXON MOBIL CORP
+$424.0K
19,710
+24%
减持
INTC
INTEL CORP
-$418.7K
29,321
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$405.7K
18,746
+11%
建仓
RY
ROYAL BK CDA
+$404.1K
3,799
建仓
SMDV
PROSHARES TR
+$369.5K
5,947
建仓
WELL
WELLTOWER INC
+$366.8K
3,519
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$357.0K
6,235
建仓
AVUV
AMERICAN CENTY ETF TR
+$350.2K
3,903
增持
WMT
WALMART INC
+$341.8K
18,420
+22%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$331.6K
3,376
建仓
IWM
ISHARES TR
+$327.6K
1,615
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$323.5K
19,290
+15%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$301.6K
11,905
增持
—
CHUBB LIMITED
+$298.0K
2,769
+76%
增持
IEFA
ISHARES TR
+$287.9K
8,112
+100%
增持
MID
AMERICAN CENTY ETF TR
+$254.5K
9,292
+95%
增持
GLD
SPDR GOLD TR
+$248.4K
8,558
+11%
建仓
PG
PROCTER AND GAMBLE CO
+$241.7K
1,466
建仓
IUSV
ISHARES TR
+$238.3K
2,704
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$227.0K
27,784
建仓
SOXX
ISHARES TR
+$226.7K
919
增持
MRK
MERCK & CO INC
+$223.4K
13,258
+23%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$218.6K
3,342
-13%
建仓
IJK
ISHARES TR
+$215.8K
2,449
清仓
—
ACCENTURE PLC IRELAND
-$214.1K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$212.1K
2,116
建仓
MS
MORGAN STANLEY
+$211.2K
2,173
增持
—
EATON CORP PLC
+$205.3K
5,107
+14%
建仓
UNP
UNION PAC CORP
+$204.0K
901
增持
LLY
ELI LILLY & CO
+$201.1K
1,254
+4%
减持
HD
HOME DEPOT INC
-$195.1K
2,896
-7%
增持
CVX
CHEVRON CORP NEW
+$191.0K
7,007
+22%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$181.3K
4,098
+63%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$175.7K
2,037
+24%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$133.6K
2,072
-25%
减持
AMD
ADVANCED MICRO DEVICES INC
-$130.7K
6,308
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$124.8K
4,499
+5%
增持
DVY
ISHARES TR
+$124.7K
3,261
+49%
增持
MPC
MARATHON PETE CORP
-$118.0K
10,278
+9%
增持
TSLA
TESLA INC
+$113.8K
4,148
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$110.5K
613
+50%
增持
V
VISA INC
-$108.6K
6,835
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$87.8K
12,179
-4%
建仓
—
CHIMERIX INC
+$87.3K
99,685
增持
MSI
MOTOROLA SOLUTIONS INC
+$86.0K
1,654
+6%
增持
INDA
ISHARES TR
+$73.4K
16,075
+1%
增持
JNJ
JOHNSON & JOHNSON
-$57.8K
5,758
+1%
增持
LOW
LOWES COS INC
-$47.1K
1,910
+4%
减持
DVN
DEVON ENERGY CORP NEW
-$45.1K
14,645
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$44.4K
1,130
+1%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$43.7K
48,477
-2%
减持
WFC
WELLS FARGO CO NEW
-$41.4K
10,872
-8%
减持
COP
CONOCOPHILLIPS
-$31.9K
2,245
-1%
增持
PPH
VANECK ETF TRUST
+$22.9K
12,258
+1%
减持
FLV
AMERICAN CENTY ETF TR
-$20.1K
5,207
-2%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$19.7K
32,790
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$17.9K
1,704
+1%
增持
SPGI
S&P GLOBAL INC
+$14.5K
695
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$13.8K
12,203
-0%
增持
ABBV
ABBVIE INC
+$13.0K
4,347
+8%
减持
—
TOTALENERGIES SE
-$11.1K
4,077
-1%
增持
CSCO
CISCO SYS INC
+$10.4K
7,909
+8%
增持
QINT
AMERICAN CENTY ETF TR
-$8.9K
14,741
+1%
增持
IGSB
ISHARES TR
+$8.7K
4,984
+4%
增持
DON
WISDOMTREE TR
-$8.1K
4,622
+1%
减持
QQQE
DIREXION SHS ETF TR
-$6.8K
6,062
-1%
减持
APD
AIR PRODS & CHEMS INC
-$5.1K
871
-8%
增持
—
JOHNSON CTLS INTL PLC
+$4.7K
3,329
+0%
增持
—
DISCOVER FINL SVCS
+$3.5K
1,901
+2%
减持
AVEM
AMERICAN CENTY ETF TR
-$3.4K
5,763
-6%
