Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2026/6/22 申報。只含多頭部位。
- 持股檔數
- 75
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.03 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 94,973 | $1,160 萬 | 11.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 28,836 | $1,147 萬 | 11.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 27,434 | $875.5 萬 | 8.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,128 | $658.4 萬 | 6.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,177 | $450.4 萬 | 4.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 69,336 | $415.8 萬 | 4.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 39,978 | $344.8 萬 | 3.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,452 | $293.6 萬 | 2.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,255 | $287.6 萬 | 2.8% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,299 | $276.7 萬 | 2.7% | – | – | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 101,120 | $242.2 萬 | 2.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,544 | $192.7 萬 | 1.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 834 | $172.0 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,879 | $166.8 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,851 | $161.2 萬 | 1.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 10,200 | $155.3 萬 | 1.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 23,766 | $152.1 萬 | 1.5% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 18,972 | $129.0 萬 | 1.3% | – | – | – |
| KLACKLA Corp | COM NEW | 3,525 | $116.5 萬 | 1.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,692 | $113.0 萬 | 1.1% | – | – | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 26,089 | $108.5 萬 | 1.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,099 | $105.2 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 14,584 | $103.3 萬 | 1.0% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 8,292 | $99.5 萬 | 1.0% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 16,165 | $90.2 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 17,665 | $89.7 萬 | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 8,312 | $87.1 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,748 | $83.9 萬 | 0.8% | – | – | 歷史 |
| SOSouthern Co | Stock | 13,394 | $83.3 萬 | 0.8% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 8,536 | $81.7 萬 | 0.8% | – | – | – |
| TAT&T Inc. | Stock | 25,186 | $76.2 萬 | 0.7% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,212 | $72.8 萬 | 0.7% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 4,199 | $69.0 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,488 | $67.5 萬 | 0.7% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 15,892 | $67.0 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 13,156 | $65.7 萬 | 0.6% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,327 | $61.3 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,974 | $58.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,592 | $57.9 萬 | 0.6% | – | – | – |
| WMTWalmart Inc. | Stock | 4,253 | $57.8 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 7,938 | $54.8 萬 | 0.5% | – | – | – |
| AMATApplied Materials Inc | Stock | 4,006 | $53.5 萬 | 0.5% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 7,953 | $52.3 萬 | 0.5% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 10,411 | $48.5 萬 | 0.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,428 | $45.5 萬 | 0.4% | – | – | – |
| WFCWells Fargo & Company | Stock | 11,255 | $44.0 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 840 | $43.8 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,400 | $42.9 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 3,401 | $42.7 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 3,914 | $42.5 萬 | 0.4% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $40.1 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,622 | $39.2 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,994 | $36.2 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,858 | $35.3 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,083 | $34.2 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,136 | $32.0 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,256 | $31.2 萬 | 0.3% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,372 | $30.9 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,359 | $29.9 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,107 | $27.5 萬 | 0.3% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 4,370 | $26.7 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,449 | $26.6 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 5,079 | $26.3 萬 | 0.3% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 1,367 | $25.7 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,340 | $25.6 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 4,693 | $25.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,839 | $24.8 萬 | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,882 | $23.9 萬 | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 1,151 | $23.5 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 3,944 | $22.9 萬 | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 1,914 | $22.6 萬 | 0.2% | – | – | 歷史 |
| PRCHPorch Group, Inc. | COM | 11,516 | $20.4 萬 | 0.2% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 1,774 | $20.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,803 | $20.2 萬 | 0.2% | – | – | – |
| EMBJEmbraer S.A. | ADR | 12,428 | $12.4 萬 | 0.1% | – | – | 歷史 |