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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 118 项
建仓 33
增持 57
减持 21
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$19.9M
60,570
+88%
增持
QQQ
INVESCO QQQ TR
+$15.9M
63,202
+65%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$12.4M
89,663
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
PULS
PGIM ETF TR
+$11.2M
469,386
+94%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.3M
52,480
+64%
建仓
XEADX
ALLSPRING INCOME OPPORTUNIT
+$8.1M
1,189,088
建仓
FPF
FIRST TR INTER DURATN PFD &
+$7.3M
389,443
增持
AMAT
APPLIED MATLS INC
+$6.0M
25,263
+916%
增持
NVDA
NVIDIA CORPORATION
+$5.5M
58,533
+100%
增持
AAPL
APPLE INC
+$5.0M
87,231
+19%
清仓
IYK
ISHARES TR
-$4.5M
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.2M
188,585
+43%
增持
GOOG
ALPHABET INC
+$4.1M
26,211
+55%
建仓
KLAC
KLA CORP
+$4.1M
3,341
增持
GOOGL
ALPHABET INC
+$3.5M
18,856
+91%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$3.0M
58,891
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
7,513
+139%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
19,564
+75%
增持
MSFT
MICROSOFT CORP
+$2.8M
27,929
+35%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.4M
16,427
+458%
增持
AMZN
AMAZON COM INC
+$2.3M
36,956
+31%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$2.0M
33,421
建仓
MID
AMERICAN CENTY ETF TR
+$1.9M
28,991
增持
V
VISA INC
+$1.7M
6,446
+314%
增持
FRDM
EA SERIES TRUST
+$1.7M
58,658
+95%
增持
ACIO
ETF SER SOLUTIONS
+$1.5M
104,472
+48%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.5M
14,499
建仓
LLY
ELI LILLY & CO
+$1.4M
1,273
建仓
QINT
AMERICAN CENTY ETF TR
+$1.3M
19,481
建仓
XLK
SELECT SECTOR SPDR TR
+$1.2M
8,657
建仓
SCHW
SCHWAB CHARLES CORP
+$1.2M
12,047
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.2M
1,340
增持
SMH
VANECK ETF TRUST
+$1.1M
8,350
+41%
建仓
PPH
VANECK ETF TRUST
+$881.9K
8,548
建仓
ABBV
ABBVIE INC
+$837.4K
3,665
建仓
INTC
INTEL CORP
+$832.2K
22,553
建仓
AMD
ADVANCED MICRO DEVICES INC
+$819.2K
3,787
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$807.7K
4,799
增持
AVGO
BROADCOM INC
+$770.8K
7,340
+37%
增持
USHY
ISHARES TR
+$749.8K
54,964
+59%
增持
IEFA
ISHARES TR
+$745.6K
14,673
+126%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$743.7K
7,441
增持
GLD
SPDR GOLD TR
+$724.8K
7,730
+17%
增持
WMT
WALMART INC
+$712.9K
17,837
+44%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$709.3K
3,759
+142%
建仓
AIQ
GLOBAL X FDS
+$667.0K
13,114
建仓
INDA
ISHARES TR
+$642.1K
11,881
增持
TSLA
TESLA INC
+$583.9K
1,840
+236%
增持
—
EXXON MOBIL CORP
+$549.1K
12,743
+46%
建仓
SDSI
AMERICAN CENTY ETF TR
+$536.3K
10,397
增持
IGSB
ISHARES TR
+$514.9K
21,124
+86%
增持
CVX
CHEVRON CORP NEW
+$487.0K
5,982
+119%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$483.6K
2,606
建仓
AVEM
AMERICAN CENTY ETF TR
+$479.6K
6,228
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$479.2K
13,706
+21%
建仓
COF
CAPITAL ONE FINL CORP
+$472.1K
1,948
建仓
DVY
ISHARES TR
+$467.6K
3,313
增持
IJR
ISHARES TR
+$443.1K
8,755
+71%
建仓
MS
MORGAN STANLEY
+$385.4K
2,171
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$364.0K
12,681
+166%
建仓
FLV
AMERICAN CENTY ETF TR
+$342.3K
4,518
增持
—
EATON CORP PLC
+$336.5K
5,970
+43%
增持
META
META PLATFORMS INC
+$304.8K
1,158
+85%
清仓
—
SPOTIFY TECHNOLOGY S A
-$276.4K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$268.8K
8,126
+39%
建仓
QTUM
ETF SER SOLUTIONS
+$255.8K
2,333
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$245.8K
13,476
+26%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$231.5K
11,759
+117%
清仓
IUSV
ISHARES TR
-$229.6K
0
-100%
建仓
MMM
3M CO
+$229.3K
1,432
清仓
ORCL
ORACLE CORP
-$225.4K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$217.1K
247
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$212.4K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$212.3K
0
-100%
建仓
MRK
MERCK & CO INC
+$206.1K
1,958
清仓
XLE
SELECT SECTOR SPDR TR
-$201.2K
0
-100%
增持
MPC
MARATHON PETE CORP
+$194.5K
8,030
+39%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$178.9K
38,596
-9%
增持
VOO
VANGUARD INDEX FDS
+$142.9K
3,543
+4%
减持
HD
HOME DEPOT INC
-$140.0K
1,064
-15%
增持
TLN
TALEN ENERGY CORP
+$139.6K
2,398
+34%
减持
IJH
ISHARES TR
-$139.3K
5,164
-30%
减持
RJF
RAYMOND JAMES FINL INC
-$125.4K
6,178
-5%
减持
IUSG
ISHARES TR
-$112.6K
2,949
-20%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$110.3K
3,475
-35%
减持
PG
PROCTER AND GAMBLE CO
-$91.7K
4,720
-6%
减持
AR
ANTERO RESOURCES CORP
-$79.3K
7,391
-26%
减持
MCK
MCKESSON CORP
-$70.4K
468
-20%
增持
VTV
VANGUARD INDEX FDS
+$65.0K
3,076
+10%
增持
MSI
MOTOROLA SOLUTIONS INC
+$53.5K
1,388
+33%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$39.6K
30,038
-4%
减持
GDXJ
VANECK ETF TRUST
-$38.8K
2,524
-23%
增持
RTX
RTX CORPORATION
+$31.8K
1,479
+3%
减持
DUK
DUKE ENERGY CORP NEW
-$28.4K
2,370
-4%
增持
WELL
WELLTOWER INC
+$27.7K
3,562
+0%
增持
GILD
GILEAD SCIENCES INC
+$26.2K
1,938
+2%
增持
—
JOHNSON CTLS INTL PLC
+$23.5K
2,306
+0%
减持
—
CHUBB LIMITED
+$22.2K
1,695
-6%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$21.4K
1,429
-0%
建仓
MGX
METAGENOMI INC
+$20.3K
12,500
增持
SPGI
S&P GLOBAL INC
+$18.7K
510
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$17.8K
6,642
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$16.9K
15,036
+1%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$15.9K
28,400
+2%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$15.6K
3,973
+14%
增持
EFV
ISHARES TR
+$13.8K
3,433
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$9.6K
1,207
-3%
减持
CSCO
CISCO SYS INC
+$9.3K
3,489
-8%
减持
JNJ
JOHNSON & JOHNSON
+$7.0K
1,044
-7%
增持
KKR
KKR & CO INC
-$5.9K
2,610
+0%
减持
GDX
VANECK ETF TRUST
+$5.7K
3,526
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.6K
982
-3%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$5.2K
15,262
+0%
减持
MCD
MCDONALDS CORP
-$3.8K
736
-2%
增持
QQQE
DIREXION SHS ETF TR
+$3.7K
5,151
+0%
增持
NFLX
NETFLIX INC
-$2.5K
2,262
+1164%
减持
IWF
ISHARES TR
+$1.0K
1,648
-1%
增持
DIVO
AMPLIFY ETF TR
+$749
31,290
+0%
