小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-06-30 → 2024-12-31 · 共 115 项
建仓 16
增持 41
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$6.5M
44,746
+31%
增持
IVV
ISHARES TR
+$6.3M
46,370
+21%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.6M
172,738
+828%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
38,578
+15%
减持
AAPL
APPLE INC
+$3.4M
96,907
-2%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$2.5M
49,409
增持
AMAT
APPLIED MATLS INC
-$2.1M
29,225
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.9M
21,844
-69%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
52,867
+18%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
101,104
+22%
增持
MID
AMERICAN CENTY ETF TR
+$1.3M
30,793
+231%
增持
XEADX
ALLSPRING INCOME OPPORTUNIT
+$1.2M
714,682
+26%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
15,357
+293%
增持
AMZN
AMAZON COM INC
+$1.1M
35,860
+3%
增持
FPF
FIRST TR INTER DURATN PFD &
+$982.1K
300,978
+25%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$896.0K
15,835
+33%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$852.0K
8,527
增持
JPM
JPMORGAN CHASE & CO.
+$749.6K
18,945
+1%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$744.4K
17,619
-64%
增持
VOO
VANGUARD INDEX FDS
+$711.6K
2,248
+125%
清仓
DVN
DEVON ENERGY CORP NEW
-$694.2K
0
-100%
增持
MSFT
MICROSOFT CORP
-$669.8K
29,043
+1%
增持
GOOG
ALPHABET INC
+$645.3K
24,540
+12%
减持
MRK
MERCK & CO INC
-$606.0K
10,407
-22%
增持
KLAC
KLA CORP
-$581.4K
3,309
+2%
减持
—
EXXON MOBIL CORP
-$563.4K
15,856
-20%
建仓
AR
ANTERO RESOURCES CORP
+$559.5K
15,962
减持
TSLA
TESLA INC
+$536.1K
3,360
-19%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$526.1K
2,664
增持
AVGO
BROADCOM INC
+$513.7K
6,532
+948%
减持
AMD
ADVANCED MICRO DEVICES INC
-$502.5K
4,311
-32%
减持
JNJ
JOHNSON & JOHNSON
-$493.1K
2,409
-58%
减持
MPC
MARATHON PETE CORP
-$462.6K
9,465
-8%
减持
INTC
INTEL CORP
-$372.3K
26,722
-9%
建仓
USHY
ISHARES TR
+$357.3K
9,712
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$356.3K
6,716
建仓
KKR
KKR & CO INC
+$343.9K
2,325
减持
WMT
WALMART INC
+$331.8K
17,476
-5%
建仓
ANET
ARISTA NETWORKS INC
+$330.7K
2,992
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$326.4K
1,340
-34%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$306.7K
2,351
-30%
建仓
AGG
ISHARES TR
+$291.2K
3,005
减持
TOWN
TOWNEBANK PORTSMOUTH VA
+$279.4K
44,561
-2%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$263.5K
32,908
+0%
减持
WFC
WELLS FARGO CO NEW
-$256.4K
5,542
-49%
减持
PPH
VANECK ETF TRUST
-$252.2K
10,074
-18%
建仓
MSTR
MICROSTRATEGY INC
+$246.8K
852
增持
EPI
WISDOMTREE TR
+$242.6K
19,933
+46%
减持
SPY
SPDR S&P 500 ETF TR
+$235.7K
7,786
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$234.8K
19,424
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$233.2K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$231.4K
658
建仓
ET
ENERGY TRANSFER L P
+$224.7K
11,472
清仓
—
JOHNSON CTLS INTL PLC
-$221.3K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$216.4K
15,485
+27%
清仓
IJK
ISHARES TR
-$215.8K
0
-100%
建仓
META
META PLATFORMS INC
+$213.2K
364
建仓
OKE
ONEOK INC NEW
+$209.1K
2,083
清仓
UNP
UNION PAC CORP
-$204.0K
0
-100%
减持
V
VISA INC
+$188.3K
6,272
-8%
减持
MCK
MCKESSON CORP
-$183.0K
632
-32%
减持
LLY
ELI LILLY & CO
-$174.1K
1,245
-1%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$167.5K
2,770
-32%
减持
CSCO
CISCO SYS INC
-$150.3K
3,809
-52%
增持
GOOGL
ALPHABET INC
+$148.2K
19,695
+0%
减持
HD
HOME DEPOT INC
-$140.7K
2,201
-24%
减持
GLD
SPDR GOLD TR
+$140.6K
8,180
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$124.9K
1,111
-2%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$120.4K
5,421
+8%
减持
MSI
MOTOROLA SOLUTIONS INC
+$120.2K
1,642
-1%
减持
CVX
CHEVRON CORP NEW
-$116.1K
6,766
-3%
增持
SOXX
ISHARES TR
+$110.8K
1,566
+70%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$99.8K
3,500
-19%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$99.1K
18,552
+0%
建仓
—
GLOBALSTAR INC
+$98.3K
47,500
减持
—
EATON CORP PLC
+$90.7K
5,098
-0%
减持
QINT
AMERICAN CENTY ETF TR
-$81.6K
13,245
-10%
增持
WELL
WELLTOWER INC
+$78.7K
3,535
+0%
建仓
—
WOLFSPEED INC
+$74.7K
11,211
增持
—
CHUBB LIMITED
+$71.3K
2,815
+2%
减持
SMDV
PROSHARES TR
-$68.2K
4,452
-25%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$64.0K
1,772
-14%
增持
DIVO
AMPLIFY ETF TR
+$63.3K
31,714
+1%
减持
IWF
ISHARES TR
+$63.0K
2,556
-3%
增持
—
CHECK POINT SOFTWARE TECH LT
+$62.2K
2,636
+1%
减持
—
TOTALENERGIES SE
-$60.0K
3,887
-5%
减持
MS
MORGAN STANLEY
+$57.2K
2,135
-2%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$49.0K
32,905
-15%
减持
ABBV
ABBVIE INC
-$46.3K
3,935
-9%
增持
SPGI
S&P GLOBAL INC
+$41.9K
706
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$41.6K
18,438
-2%
减持
IEFA
ISHARES TR
-$40.8K
7,804
-4%
减持
AVEM
AMERICAN CENTY ETF TR
-$40.3K
5,302
-8%
增持
INDA
ISHARES TR
-$38.7K
16,297
+1%
增持
DVY
ISHARES TR
+$38.5K
3,299
+1%
减持
IUSG
ISHARES TR
-$31.0K
5,440
-12%
增持
IWM
ISHARES TR
+$31.0K
1,623
+0%
减持
QQQE
DIREXION SHS ETF TR
-$24.9K
5,715
-6%
增持
IGSB
ISHARES TR
+$24.6K
5,416
+9%
减持
IJH
ISHARES TR
-$24.3K
15,473
-8%
减持
APD
AIR PRODS & CHEMS INC
-$23.2K
695
-20%
减持
IJR
ISHARES TR
+$21.4K
11,392
-6%
增持
PG
PROCTER AND GAMBLE CO
+$19.5K
1,558
+6%
增持
COP
CONOCOPHILLIPS
-$17.1K
2,417
+8%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$11.6K
3,236
-4%
减持
RJF
RAYMOND JAMES FINL INC
+$11.4K
9,285
-20%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$11.3K
6,237
+0%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$11.0K
28,746
+3%
减持
DON
WISDOMTREE TR
+$10.3K
4,443
-4%
减持
FLV
AMERICAN CENTY ETF TR
+$10.0K
5,028
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$9.5K
4,418
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$8.0K
2,043
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.6K
14,711
-7%
减持
SCHW
SCHWAB CHARLES CORP
-$1.4K
12,132
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$271
618
+1%
