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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 108 项
建仓 3
增持 48
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PULS
PGIM ETF TR
+$5.9M
589,238
+26%
减持
ACIO
ETF SER SOLUTIONS
-$4.0M
13,096
-87%
增持
DIVO
AMPLIFY ETF TR
+$3.8M
115,068
+268%
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
MSFT
MICROSOFT CORP
-$3.2M
27,841
-0%
减持
AAPL
APPLE INC
-$2.6M
83,102
-5%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.2M
100,984
+13%
增持
AMAT
APPLIED MATLS INC
+$2.2M
25,368
+0%
增持
FRDM
EA SERIES TRUST
+$1.9M
89,297
+52%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.5M
213,284
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
52,867
+1%
减持
AMZN
AMAZON COM INC
-$978.1K
36,261
-2%
增持
SMH
VANECK ETF TRUST
+$841.0K
10,037
+20%
增持
USHY
ISHARES TR
+$790.4K
77,248
+41%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$677.6K
15,329
-7%
增持
MPC
MARATHON PETE CORP
+$657.7K
8,042
+0%
减持
XEADX
ALLSPRING INCOME OPPORTUNIT
-$656.9K
1,142,766
-4%
增持
—
EXXON MOBIL CORP
+$637.2K
12,795
+0%
减持
JPM
JPMORGAN CHASE & CO
-$618.3K
19,329
-1%
增持
NVDA
NVIDIA CORPORATION
-$510.4K
59,667
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$488.1K
11,137
-19%
增持
IVV
ISHARES TR
+$459.9K
64,215
+6%
增持
GOOGL
ALPHABET INC
-$440.6K
18,992
+1%
增持
CVX
CHEVRON CORPORATION
+$403.3K
6,356
+6%
减持
V
VISA INC
-$352.7K
6,313
-2%
清仓
KKR
KKR & CO INC
-$332.7K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$302.2K
4,933
减持
WFC
WELLS FARGO & CO
-$293.3K
5,829
-28%
减持
AVGO
BROADCOM INC
-$284.5K
7,289
-1%
减持
TLN
TALEN ENERGY CORP
-$284.0K
1,926
-20%
清仓
RTX
RTX CORPORATION
-$271.3K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$254.7K
0
-100%
增持
QINT
AMERICAN CENTY ETF TR
+$254.6K
23,006
+18%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$250.5K
4,122
+10%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$249.2K
7,494
-0%
减持
RJF
RAYMOND JAMES FINL INC
-$247.9K
5,140
-17%
增持
FPF
FIRST TR INTER DURATN PFD &
-$246.1K
397,793
+2%
建仓
—
TOTALENERGIES SE
+$242.5K
2,665
增持
WMT
WALMART INC
+$241.0K
17,929
+1%
减持
GLD
SPDR GOLD TR
+$239.0K
7,675
-1%
建仓
CAT
CATERPILLAR INC
+$226.0K
319
增持
LLY
ELI LILLY & CO
-$188.8K
1,282
+1%
减持
—
EATON CORP PLC
+$182.3K
5,826
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$167.0K
14,897
+3%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$164.5K
33,367
-14%
增持
IEFA
ISHARES TR
+$163.4K
16,304
+11%
减持
IWF
ISHARES TR
-$160.9K
1,452
-12%
减持
TSLA
TESLA INC
-$158.4K
1,800
-2%
减持
INDA
ISHARES TR
-$155.6K
10,387
-13%
减持
INTC
INTEL CORP
+$153.2K
22,329
-1%
减持
FXO
FIRST TR EXCHANGE-TRADED FD
-$152.3K
33,186
-1%
减持
META
META PLATFORMS INC
-$145.0K
1,082
-7%
增持
QQQ
INVESCO QQQ TR
-$131.7K
67,158
+6%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$131.7K
29,961
-0%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$129.0K
62,304
+6%
增持
COF
CAPITAL ONE FINL CORP
-$114.9K
1,958
+1%
增持
GOOG
ALPHABET INC
-$107.7K
28,297
+8%
减持
VOO
VANGUARD INDEX FDS
-$106.6K
3,540
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$105.5K
8,585
-1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$98.6K
10,330
-19%
增持
AVEM
AMERICAN CENTY ETF TR
+$92.5K
7,100
+14%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$89.6K
15,290
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$87.7K
15,058
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$87.0K
11,881
-1%
减持
ABBV
ABBVIE INC
-$79.3K
3,486
-5%
减持
HD
HOME DEPOT INC
-$77.3K
878
-17%
增持
BIV
VANGUARD BD INDEX FDS
+$76.4K
7,692
+16%
减持
GBIL
GOLDMAN SACHS ETF TR
-$72.5K
6,699
-10%
增持
MID
AMERICAN CENTY ETF TR
-$71.2K
29,754
+3%
减持
IUSG
ISHARES TR
-$58.0K
2,819
-4%
减持
FXL
FIRST TR EXCHANGE-TRADED FD
-$54.4K
4,741
-1%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$52.1K
1,097
-9%
减持
—
CHUBB LTD SWITZ
-$50.7K
1,468
-13%
增持
SPGI
S&P GLOBAL INC
-$49.1K
511
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$45.1K
1,339
-0%
增持
PPH
VANECK ETF TRUST
+$42.7K
8,900
+4%
增持
AIQ
GLOBAL X FDS
-$40.8K
13,417
+2%
减持
WELL
WELLTOWER INC
+$38.8K
3,540
-1%
增持
DVY
ISHARES TR
+$37.4K
3,336
+1%
减持
QQQE
DIREXION SHARES ETF TRUST
-$37.1K
4,972
-3%
减持
JNJ
JOHNSON & JOHNSON
+$36.7K
1,034
-1%
减持
RY
ROYAL BK CDA
-$35.8K
3,736
-1%
增持
IGSB
ISHARES TR
+$32.6K
21,872
+4%
减持
DIA
STATE STR SPDR DOW JONES IND
-$32.3K
1,413
-1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$32.1K
1,300
-6%
增持
MRK
MERCK & CO INC
+$30.0K
1,963
+0%
增持
—
JOHNSON CONTROLS INTERNATION
+$26.9K
2,314
+0%
增持
MS
MORGAN STANLEY
-$26.0K
2,184
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$23.9K
2,304
-3%
减持
IJR
ISHARES TR
+$22.3K
8,643
-1%
减持
VTV
VANGUARD INDEX FDS
-$21.2K
2,886
-6%
增持
MMM
3M CO
-$21.0K
1,434
+0%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$20.1K
28,897
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$18.5K
13,240
-2%
减持
MCK
MCKESSON CORP
+$12.4K
458
-2%
减持
IJH
ISHARES TR
-$10.5K
4,892
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$9.5K
15,443
+31%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$8.5K
3,477
+0%
减持
MCD
MCDONALDS CORP
-$7.6K
700
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.6K
1,227
+25%
增持
CSCO
CISCO SYS INC
+$2.5K
3,496
+0%
减持
NFLX
NETFLIX INC.
-$2.5K
2,180
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$2.3K
3,981
+5%
增持
SDSI
AMERICAN CENTY ETF TR
+$1.1K
10,477
+1%
增持
QTUM
ETF SER SOLUTIONS
-$784
2,377
+2%
减持
FLV
AMERICAN CENTY ETF TR
+$712
4,473
-1%
减持
EFV
ISHARES TR
-$465
3,291
-4%
减持
GILD
GILEAD SCIENCES INC
+$316
1,709
-12%
减持
PG
PROCTER & GAMBLE CO
+$204
4,685
-1%
