Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2022 年第 3 季持倉
持倉截至 2022/9/30，2026/5/26 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 77
- 較 2022 年第 2 季 −1
- 總值
- $1.08 億
- 較 2022 年第 2 季 −$1,100 萬 (−9.2%)
| 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 | 37,411 | $1,342 萬 | 12.4% | −7,411−16.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 95,221 | $1,316 萬 | 12.2% | −1,371−1.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,675 | $659.5 萬 | 6.1% | −8,494−25.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 63,926 | $614.7 萬 | 5.7% | −3,474−5.2% | 減碼依 20 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,792 | $437.7 萬 | 4.1% | +76+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,081 | $430.3 萬 | 4.0% | −28−0.1% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 92,403 | $359.3 萬 | 3.3% | −5,847−6.0% | 減碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 121,974 | $280.3 萬 | 2.6% | −34,718−22.2% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 163,236 | $270.6 萬 | 2.5% | +7,013+4.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,354 | $262.7 萬 | 2.4% | +283+4.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,743 | $251.3 萬 | 2.3% | −1,994−9.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,981 | $213.1 萬 | 2.0% | +417+5.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,605 | $185.2 萬 | 1.7% | +19,525+633.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,002 | $181.8 萬 | 1.7% | −578−3.0% | 減碼依 20 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,756 | $164.7 萬 | 1.5% | +1,125+7.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,796 | $164.2 萬 | 1.5% | +1,859+8.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 44,168 | $158.1 萬 | 1.5% | +39,001+754.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 9,647 | $149.2 萬 | 1.4% | −2,573−21.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,958 | $139.3 萬 | 1.3% | −104−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 22,002 | $130.5 萬 | 1.2% | −4,524−17.1% | 減碼 | – |
| VVisa Inc. | Stock | 7,208 | $128.1 萬 | 1.2% | −261−3.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,761 | $126.3 萬 | 1.2% | +324+7.3% | 加碼依 3 比 1 拆股換算 | 歷史 |
| DVNDevon Energy Corp | Stock | 20,521 | $123.4 萬 | 1.1% | +1,962+10.6% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,909 | $121.1 萬 | 1.1% | −252−0.8% | 減碼 | – |
| KLACKLA Corp | COM NEW | 3,330 | $100.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,755 | $94.0 萬 | 0.9% | +1,070+22.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,296 | $90.9 萬 | 0.8% | −104−3.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 34,813 | $89.7 萬 | 0.8% | +12,759+57.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 8,521 | $84.6 萬 | 0.8% | +1,383+19.4% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 33,390 | $84.6 萬 | 0.8% | −3,635−9.8% | 減碼 | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,071 | $83.8 萬 | 0.8% | −422−1.7% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 16,413 | $82.5 萬 | 0.8% | −3,827−18.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,053 | $78.0 萬 | 0.7% | +1,262+16.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,389 | $72.8 萬 | 0.7% | +2,163+97.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,966 | $71.3 萬 | 0.7% | −25−0.5% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 4,198 | $70.0 萬 | 0.6% | −1,500−26.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 10,199 | $68.6 萬 | 0.6% | +799+8.5% | 加碼 | – |
| SOSouthern Co | Stock | 9,988 | $67.9 萬 | 0.6% | +10+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,924 | $66.1 萬 | 0.6% | +644+15.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,340 | $65.9 萬 | 0.6% | −1,006−6.6% | 減碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 16,007 | $65.3 萬 | 0.6% | −170−1.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 5,934 | $63.6 萬 | 0.6% | −51−0.9% | 減碼 | – |
| ETNEaton Corp plc | Stock | 4,767 | $63.6 萬 | 0.6% | +99+2.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,788 | $62.0 萬 | 0.6% | +501+5.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,503 | $58.4 萬 | 0.5% | +1,617+56.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,500 | $51.3 萬 | 0.5% | −643−4.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,989 | $47.3 萬 | 0.4% | −397−4.2% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 6,004 | $43.2 萬 | 0.4% | +6,004 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,854 | $39.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 3,950 | $38.4 萬 | 0.4% | +25+0.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,175 | $38.0 萬 | 0.4% | +1,175 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,151 | $37.4 萬 | 0.3% | −220−6.5% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,300 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 2,459 | $35.6 萬 | 0.3% | −268−9.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,838 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,734 | $33.8 萬 | 0.3% | −102−5.6% | 減碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,308 | $33.4 萬 | 0.3% | +39+0.6% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,131 | $33.2 萬 | 0.3% | +1,131 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 4,149 | $32.8 萬 | 0.3% | +4,149 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,376 | $32.0 萬 | 0.3% | +7+0.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 794 | $31.9 萬 | 0.3% | +42+5.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 3,370 | $30.6 萬 | 0.3% | +3,370 | 新進 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 6,390 | $29.7 萬 | 0.3% | −398−5.9% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $29.2 萬 | 0.3% | +2,606 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,281 | $28.7 萬 | 0.3% | −64−4.8% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 983 | $28.2 萬 | 0.3% | +983 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 2,004 | $28.1 萬 | 0.3% | +2,004 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,681 | $27.4 萬 | 0.3% | +9+0.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,699 | $27.4 萬 | 0.3% | +1,699 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,893 | $25.9 萬 | 0.2% | +22+0.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 496 | $25.0 萬 | 0.2% | +496 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,165 | $24.7 萬 | 0.2% | −761−11.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 2,858 | $23.1 萬 | 0.2% | +442+18.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,195 | $21.7 萬 | 0.2% | −78−6.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 705 | $21.5 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072539 | QUALITY PREFER | 5,921 | $20.9 萬 | 0.2% | +5,921 | 新進 | – |
| EQNREquinor ASA | SPONSORED ADR | 6,099 | $20.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（12 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,711 | $209.9 萬 | 1.8% | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 26,606 | $145.4 萬 | 1.2% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,763 | $72.4 萬 | 0.6% | – |
| CMECME Group Inc. | COM | 1,270 | $26.0 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 509 | $24.7 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 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,634 | $21.5 萬 | 0.2% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,142 | $19.2 萬 | 0.2% | – |