Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2022 年第 4 季持倉
持倉截至 2022/12/31，2026/5/26 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 80
- 較 2022 年第 3 季 +3
- 總值
- $1.14 億
- 較 2022 年第 3 季 +$561.2 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,595 | $1,216 萬 | 10.7% | −1,626−1.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 28,577 | $1,098 萬 | 9.7% | −8,834−23.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 24,862 | $768.0 萬 | 6.8% | +16,881+211.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,296 | $593.7 萬 | 5.2% | −2,379−9.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 18,748 | $449.6 萬 | 4.0% | −44−0.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 49,003 | $434.8 萬 | 3.8% | −14,923−23.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 93,222 | $372.0 萬 | 3.3% | +49,054+111.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 83,832 | $368.2 萬 | 3.2% | −8,571−9.3% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 166,736 | $281.3 萬 | 2.5% | +3,500+2.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,187 | $262.0 萬 | 2.3% | −6,894−18.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,720 | $257.0 萬 | 2.3% | −634−8.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,849 | $223.9 萬 | 2.0% | −3,894−19.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,354 | $219.3 萬 | 1.9% | +598+3.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,318 | $217.3 萬 | 1.9% | −287−1.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,437 | $213.7 萬 | 1.9% | +1,641+7.2% | 加碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 79,093 | $187.8 萬 | 1.7% | −42,881−35.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,098 | $177.6 萬 | 1.6% | +140+0.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,045 | $167.2 萬 | 1.5% | +4,062+413.2% | 加碼 | 歷史 |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 16,500 | $165.0 萬 | 1.5% | +16,500 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,024 | $159.0 萬 | 1.4% | −978−5.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,114 | $147.8 萬 | 1.3% | −94−1.3% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,988 | $135.1 萬 | 1.2% | +79+0.2% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 21,544 | $132.5 萬 | 1.2% | +1,023+5.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,694 | $130.5 萬 | 1.1% | −1,953−20.2% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,309 | $124.8 萬 | 1.1% | −21−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,583 | $116.3 萬 | 1.0% | +828+14.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,459 | $110.1 萬 | 1.0% | +938+11.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,614 | $106.7 萬 | 0.9% | +561+6.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,179 | $100.4 萬 | 0.9% | −117−3.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,187 | $100.0 萬 | 0.9% | +1,263+25.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,380 | $97.2 萬 | 0.9% | +309+1.3% | 加碼 | – |
| INTCIntel Corp | Stock | 34,764 | $91.9 萬 | 0.8% | −49−0.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,962 | $89.1 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,392 | $80.8 萬 | 0.7% | +1,003+22.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 10,202 | $79.3 萬 | 0.7% | +30.0% | 加碼 | – |
| ETNEaton Corp plc | Stock | 4,851 | $76.1 萬 | 0.7% | +84+1.8% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 4,198 | $73.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,441 | $72.9 萬 | 0.6% | +101+0.7% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,027 | $72.7 萬 | 0.6% | +93+1.6% | 加碼 | – |
| SOSouthern Co | Stock | 9,897 | $70.7 萬 | 0.6% | −91−0.9% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 16,007 | $66.8 萬 | 0.6% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,633 | $65.7 萬 | 0.6% | +130+2.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,089 | $64.4 萬 | 0.6% | +713+51.8% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 25,557 | $62.6 萬 | 0.6% | −7,833−23.5% | 減碼 | – |
| CBChubb Ltd | Stock | 2,528 | $55.8 萬 | 0.5% | +1,333+111.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,001 | $55.5 萬 | 0.5% | +12+0.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,302 | $53.0 萬 | 0.5% | −459−9.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 979 | $51.9 萬 | 0.5% | +483+97.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,145 | $50.7 萬 | 0.4% | +351+44.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,004 | $50.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 7,769 | $46.2 萬 | 0.4% | −14,233−64.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 11,435 | $45.1 萬 | 0.4% | −2,065−15.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,176 | $43.0 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 3,940 | $42.8 萬 | 0.4% | −10−0.3% | 減碼 | – |
| MDTMedtronic plc | Stock | 5,391 | $41.9 萬 | 0.4% | +2,533+88.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,854 | $40.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 6,342 | $39.4 萬 | 0.3% | −48−0.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,138 | $39.0 萬 | 0.3% | −13−0.4% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,133 | $38.9 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,411 | $37.7 萬 | 0.3% | +103+1.6% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,838 | $36.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,677 | $34.7 萬 | 0.3% | −57−3.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,283 | $33.1 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,645 | $31.2 萬 | 0.3% | −36−1.3% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,004 | $29.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,699 | $29.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,198 | $29.5 萬 | 0.3% | +33+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,908 | $29.3 萬 | 0.3% | +15+0.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,810 | $27.4 萬 | 0.2% | −649−26.4% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,051 | $25.2 萬 | 0.2% | −2,249−30.8% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 706 | $23.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,580 | $23.2 萬 | 0.2% | −6,208−63.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 1,845 | $22.1 萬 | 0.2% | +1,845 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 391 | $21.9 萬 | 0.2% | +391 | 新進 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 6,099 | $21.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072539 | QUALITY PREFER | 6,233 | $21.4 萬 | 0.2% | +312+5.3% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,539 | $20.9 萬 | 0.2% | +1,539 | 新進 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 3,174 | $20.3 萬 | 0.2% | +3,174 | 新進 | – |
| HONHoneywell International Inc | COM | 939 | $20.1 萬 | 0.2% | +939 | 新進 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。