Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2021 年第 3 季持倉
持倉截至 2021/9/30，2026/5/26 申報。只含多頭部位。
- 持股檔數
- 77
- 2021 年第 2 季沒有申報
- 總值
- $1.16 億
- 2021 年第 2 季沒有申報
Peak Planning Group, LLC 沒有申報 2021 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 35,467 | $1,528 萬 | 13.1% | – | – | – |
| AAPLApple Inc. | Stock | 90,857 | $1,286 萬 | 11.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,106 | $1,113 萬 | 9.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,746 | $732.0 萬 | 6.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,034 | $668.2 萬 | 5.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,815 | $361.3 萬 | 3.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,116 | $305.4 萬 | 2.6% | – | – | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 119,427 | $298.8 萬 | 2.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 47,018 | $281.8 萬 | 2.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,441 | $256.0 萬 | 2.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 14,675 | $241.0 萬 | 2.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 787 | $210.4 萬 | 1.8% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 25,983 | $186.8 萬 | 1.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,815 | $186.0 萬 | 1.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,855 | $177.7 萬 | 1.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,922 | $176.5 萬 | 1.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,928 | $148.7 萬 | 1.3% | – | – | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,113 | $142.1 萬 | 1.2% | – | – | – |
| INTCIntel Corp | Stock | 23,361 | $124.5 萬 | 1.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 3,525 | $117.9 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 14,973 | $112.0 萬 | 1.0% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 17,266 | $111.4 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,232 | $106.1 萬 | 0.9% | – | – | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 20,752 | $103.9 萬 | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,366 | $101.1 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,485 | $99.8 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 19,231 | $97.8 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 1,250 | $96.9 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,966 | $93.9 萬 | 0.8% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 7,667 | $80.8 萬 | 0.7% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 15,639 | $76.1 萬 | 0.7% | – | – | – |
| SOSouthern Co | Stock | 12,162 | $75.4 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,130 | $75.2 萬 | 0.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 6,758 | $74.7 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 9,812 | $71.5 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,389 | $70.9 萬 | 0.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,014 | $69.0 萬 | 0.6% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 32,825 | $67.4 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,951 | $66.2 萬 | 0.6% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 4,223 | $63.1 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 3,262 | $62.8 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 22,989 | $62.1 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,402 | $61.4 萬 | 0.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 4,634 | $59.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,122 | $55.3 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,371 | $50.3 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 4,894 | $49.7 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 10,469 | $48.6 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 4,006 | $47.7 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 9,348 | $47.3 萬 | 0.4% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 17,493 | $42.2 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,780 | $40.8 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,326 | $39.9 萬 | 0.3% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 8,117 | $38.9 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,858 | $37.7 萬 | 0.3% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 10,380 | $36.9 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,542 | $36.4 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 752 | $36.2 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,794 | $34.3 萬 | 0.3% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 1,470 | $34.1 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,330 | $34.1 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,182 | $31.4 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,547 | $30.3 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 5,318 | $29.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,278 | $29.1 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 465 | $28.4 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,252 | $28.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 4,590 | $25.6 萬 | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 1,285 | $24.9 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,387 | $24.1 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,671 | $23.5 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,633 | $23.0 萬 | 0.2% | – | – | – |
| BBYBest Buy Co Inc | Stock | 2,148 | $22.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 984 | $22.5 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 2,946 | $22.3 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,545 | $21.9 萬 | 0.2% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 3,354 | $20.7 萬 | 0.2% | – | – | 歷史 |