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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
25Q3 调仓
2024-12-31 → 2025-09-30 · 共 139 项
建仓 25
增持 13
减持 54
清仓 47
方向
标的
Δ市值
现股数(环比)
建仓
PULS
PGIM ETF TR
+$12.1M
242,173
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$6.2M
0
-100%
减持
IVV
ISHARES TR
-$5.7M
32,302
-30%
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。
减持
AAPL
APPLE INC
-$5.6M
73,363
-24%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$5.4M
0
-100%
清仓
XEADX
ALLSPRING INCOME OPPORTUNIT
-$4.9M
0
-100%
建仓
IYK
ISHARES TR
+$4.5M
66,519
减持
AMAT
APPLIED MATLS INC
-$4.2M
2,487
-91%
建仓
ACIO
ETF SER SOLUTIONS
+$3.1M
70,686
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.9M
132,161
+31%
减持
SPY
SPDR S&P 500 ETF TR
-$2.5M
3,150
-60%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$2.5M
0
-100%
清仓
KLAC
KLA CORP
-$2.1M
0
-100%
建仓
SMH
VANECK ETF TRUST
+$1.9M
5,933
清仓
MID
AMERICAN CENTY ETF TR
-$1.9M
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.7M
28,216
-21%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
29,276
-45%
减持
MSFT
MICROSOFT CORP
-$1.5M
20,739
-29%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.5M
0
-100%
减持
V
VISA INC
-$1.5M
1,557
-75%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
31,958
-17%
建仓
FRDM
EA SERIES TRUST
+$1.3M
30,054
减持
GOOGL
ALPHABET INC
-$1.3M
9,870
-50%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
11,315
-42%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
2,252
-85%
减持
TSLA
TESLA INC
-$1.1M
548
-84%
清仓
MRK
MERCK & CO INC
-$1.0M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$1.0M
11,168
-41%
清仓
LLY
ELI LILLY & CO
-$961.3K
0
-100%
增持
USHY
ISHARES TR
+$948.3K
34,559
+256%
清仓
EPI
WISDOMTREE TR
-$902.4K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$897.9K
0
-100%
清仓
PPH
VANECK ETF TRUST
-$869.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$867.8K
3,395
+51%
清仓
INDA
ISHARES TR
-$857.9K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$852.0K
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$805.3K
0
-100%
建仓
TLN
TALEN ENERGY CORP
+$759.3K
1,785
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$732.9K
4,765
-78%
减持
—
EXXON MOBIL CORP
-$721.2K
8,731
-45%
减持
IJR
ISHARES TR
-$703.4K
5,126
-55%
清仓
ABBV
ABBVIE INC
-$699.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$660.7K
2,943
-81%
清仓
GS
GOLDMAN SACHS GROUP INC
-$635.9K
0
-100%
清仓
QINT
AMERICAN CENTY ETF TR
-$633.5K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$618.3K
10,689
-42%
减持
CVX
CHEVRON CORP NEW
-$555.3K
2,735
-60%
减持
GOOG
ALPHABET INC
-$544.0K
16,955
-31%
清仓
INTC
INTEL CORP
-$535.8K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$522.5K
2,802
清仓
AMD
ADVANCED MICRO DEVICES INC
-$520.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$506.9K
5,000
+221%
建仓
BIV
VANGUARD BD INDEX FDS
+$499.5K
6,396
清仓
—
CHECK POINT SOFTWARE TECH LT
-$492.1K
0
-100%
减持
IJH
ISHARES TR
-$484.0K
7,357
-52%
清仓
DVY
ISHARES TR
-$433.1K
0
-100%
清仓
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$420.0K
0
-100%
清仓
IWM
ISHARES TR
-$358.6K
0
-100%
减持
GLD
SPDR GOLD TR
+$358.0K
6,579
-20%
建仓
IYW
ISHARES TR
+$355.3K
1,814
减持
HD
HOME DEPOT INC
-$350.1K
1,249
-43%
清仓
—
CHIMERIX INC
-$346.9K
0
-100%
清仓
SOXX
ISHARES TR
-$337.5K
0
-100%
清仓
FLV
AMERICAN CENTY ETF TR
-$335.6K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$335.2K
1,435
-39%
清仓
ANET
ARISTA NETWORKS INC
-$330.7K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$329.3K
0
-100%
建仓
GDXJ
VANECK ETF TRUST
+$326.0K
3,292
减持
RJF
RAYMOND JAMES FINL INC
-$324.8K
6,474
-30%
增持
IGSB
ISHARES TR
+$322.2K
11,355
+110%
清仓
UNH
UNITEDHEALTH GROUP INC
-$312.6K
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$311.7K
0
-100%
减持
WMT
WALMART INC
-$304.6K
12,365
-29%
清仓
SMDV
PROSHARES TR
-$301.3K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$296.7K
3,884
清仓
AGG
ISHARES TR
-$291.2K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$285.1K
1,011
减持
MSI
MOTOROLA SOLUTIONS INC
-$280.5K
1,046
-36%
建仓
—
SPOTIFY TECHNOLOGY S A
+$276.4K
396
减持
—
CHUBB LIMITED
-$270.9K
1,796
-36%
清仓
MS
MORGAN STANLEY
-$268.4K
0
-100%
减持
AVGO
BROADCOM INC
+$255.3K
5,364
-18%
建仓
IGLB
ISHARES TR
+$252.9K
4,907
建仓
—
JOHNSON CTLS INTL PLC
+$252.7K
2,298
减持
IWF
ISHARES TR
-$247.5K
1,663
-35%
清仓
MSTR
MICROSTRATEGY INC
-$246.8K
0
-100%
增持
META
META PLATFORMS INC
+$246.1K
625
+72%
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$241.7K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$239.7K
0
-100%
建仓
RTX
RTX CORPORATION
+$239.5K
1,431
清仓
—
ACCENTURE PLC IRELAND
-$231.4K
0
-100%
建仓
EFV
ISHARES TR
+$231.3K
3,410
建仓
MCD
MCDONALDS CORP
+$228.8K
753
清仓
DON
WISDOMTREE TR
-$226.5K
0
-100%
建仓
ORCL
ORACLE CORP
+$225.4K
802
减持
AR
ANTERO RESOURCES CORP
-$225.4K
9,953
-38%
清仓
ET
ENERGY TRANSFER L P
-$224.7K
0
-100%
建仓
ECL
ECOLAB INC
+$219.2K
800
建仓
NFLX
NETFLIX INC
+$214.6K
179
建仓
GSLC
GOLDMAN SACHS ETF TR
+$213.8K
1,641
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$212.4K
3,692
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$212.3K
3,718
清仓
—
TOTALENERGIES SE
-$211.8K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$211.6K
1,907
清仓
OKE
ONEOK INC NEW
-$209.1K
0
-100%
减持
MPC
MARATHON PETE CORP
-$209.1K
5,766
-39%
清仓
APD
AIR PRODS & CHEMS INC
-$201.5K
0
-100%
增持
WELL
WELLTOWER INC
+$187.9K
3,556
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$152.3K
31,316
-5%
减持
IUSG
ISHARES TR
-$150.3K
3,694
-32%
减持
JNJ
JOHNSON & JOHNSON
-$139.4K
1,127
-53%
减持
—
EATON CORP PLC
-$127.0K
4,181
-18%
减持
DIVO
AMPLIFY ETF TR
+$107.9K
31,224
-2%
减持
SPGI
S&P GLOBAL INC
-$104.3K
509
-28%
增持
WFC
WELLS FARGO CO NEW
+$99.3K
5,829
+5%
清仓
—
GLOBALSTAR INC
-$98.3K
0
-100%
减持
RY
ROYAL BK CDA
+$95.4K
3,755
-1%
减持
MCK
MCKESSON CORP
+$94.1K
588
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$92.9K
1,551
-42%
增持
DUK
DUKE ENERGY CORP NEW
+$86.0K
2,474
+21%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$78.2K
15,231
-18%
清仓
—
WOLFSPEED INC
-$74.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$72.5K
38,224
-15%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$50.9K
42,431
-5%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$39.4K
5,313
-15%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$38.8K
1,612
-9%
减持
CSCO
CISCO SYS INC
+$34.0K
3,793
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$25.4K
1,238
-8%
增持
COST
COSTCO WHSL CORP NEW
+$21.2K
307
+7%
减持
IUSV
ISHARES TR
-$20.8K
2,297
-15%
减持
IEFA
ISHARES TR
+$18.5K
6,494
-17%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$15.3K
27,808
-3%
减持
QQQE
DIREXION SHS ETF TR
+$10.3K
5,150
-10%
增持
LOW
LOWES COS INC
+$9.9K
1,915
+0%
增持
KKR
KKR & CO INC
-$5.2K
2,606
+12%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$4.0K
5,420
-19%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$3.8K
14,875
+1%