Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2022 年第 2 季持倉
持倉截至 2022/6/30，2026/5/26 申報。只含多頭部位。
- 持股檔數
- 78
- 2022 年第 1 季沒有申報
- 總值
- $1.19 億
- 2022 年第 1 季沒有申報
Peak Planning Group, LLC 沒有申報 2022 年第 1 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 | 44,822 | $1,699 萬 | 14.3% | – | – | – |
| AAPLApple Inc. | Stock | 96,592 | $1,321 萬 | 11.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,169 | $929.7 萬 | 7.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,370 | $737.3 萬 | 6.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,716 | $480.7 萬 | 4.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,109 | $404.8 萬 | 3.4% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 98,250 | $402.0 萬 | 3.4% | – | – | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 156,692 | $380.3 萬 | 3.2% | – | – | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 156,223 | $291.8 萬 | 2.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,737 | $291.8 萬 | 2.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,071 | $266.7 萬 | 2.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 979 | $213.3 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,711 | $209.9 萬 | 1.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,564 | $206.5 萬 | 1.7% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,220 | $205.9 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,631 | $164.8 萬 | 1.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 26,526 | $157.5 萬 | 1.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,937 | $149.7 萬 | 1.3% | – | – | – |
| VVisa Inc. | Stock | 7,469 | $147.1 萬 | 1.2% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 26,606 | $145.4 萬 | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 16,062 | $137.6 萬 | 1.2% | – | – | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,161 | $128.8 萬 | 1.1% | – | – | – |
| KLACKLA Corp | COM NEW | 3,330 | $106.3 萬 | 0.9% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 18,559 | $102.3 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 20,240 | $101.0 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 1,479 | $99.6 萬 | 0.8% | – | – | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 37,025 | $99.1 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,493 | $95.8 萬 | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,400 | $93.2 萬 | 0.8% | – | – | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 5,698 | $92.8 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,685 | $83.2 萬 | 0.7% | – | – | 歷史 |
| INTCIntel Corp | Stock | 22,054 | $82.5 萬 | 0.7% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,346 | $79.8 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,763 | $72.4 萬 | 0.6% | – | – | – |
| CVXChevron Corp | Stock | 4,991 | $72.3 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 9,400 | $72.2 萬 | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 14,143 | $71.8 萬 | 0.6% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,978 | $71.2 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,791 | $71.0 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,287 | $71.0 萬 | 0.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,985 | $70.4 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,280 | $65.6 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 16,177 | $63.7 萬 | 0.5% | – | – | – |
| ETNEaton Corp plc | Stock | 4,668 | $58.8 萬 | 0.5% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,138 | $58.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,386 | $55.2 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,371 | $42.8 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 3,925 | $40.5 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 2,727 | $40.3 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,836 | $39.2 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 9,854 | $38.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,300 | $36.9 萬 | 0.3% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 6,788 | $35.7 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,269 | $35.5 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,886 | $35.1 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,369 | $32.9 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $32.1 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 752 | $31.1 萬 | 0.3% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,226 | $29.6 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,926 | $29.5 萬 | 0.2% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,345 | $28.2 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,080 | $28.0 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,871 | $27.1 萬 | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 1,270 | $26.0 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,273 | $25.0 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 509 | $24.7 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,672 | $24.0 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 703 | $23.7 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,461 | $23.7 萬 | 0.2% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 6,442 | $22.6 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,480 | $22.4 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,350 | $21.8 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,509 | $21.7 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,416 | $21.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,634 | $21.5 萬 | 0.2% | – | – | – |
| EQNREquinor ASA | SPONSORED ADR | 6,099 | $21.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,167 | $20.1 萬 | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,142 | $19.2 萬 | 0.2% | – | – | – |