Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2023 年第 1 季持倉
持倉截至 2023/3/31，2026/5/26 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 77
- 較 2022 年第 4 季 −3
- 總值
- $1.23 億
- 較 2022 年第 4 季 +$959.0 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,578 | $1,543 萬 | 12.5% | −170.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 28,922 | $1,189 萬 | 9.6% | +345+1.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 27,820 | $859.0 萬 | 7.0% | +2,958+11.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,535 | $723.2 萬 | 5.9% | +239+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 21,047 | $606.8 萬 | 4.9% | +2,299+12.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 50,289 | $523.0 萬 | 4.2% | +1,286+2.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 100,805 | $404.8 萬 | 3.3% | +7,583+8.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 79,500 | $356.7 萬 | 2.9% | −4,332−5.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 29,817 | $308.0 萬 | 2.5% | −1,370−4.4% | 減碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 174,141 | $274.8 萬 | 2.2% | +7,405+4.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,302 | $273.9 萬 | 2.2% | −16−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,358 | $260.3 萬 | 2.1% | −362−5.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,845 | $229.1 萬 | 1.9% | −40.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 17,079 | $222.6 萬 | 1.8% | +725+4.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,424 | $210.6 萬 | 1.7% | +987+4.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 17,918 | $185.9 萬 | 1.5% | −106−0.6% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 75,117 | $183.4 萬 | 1.5% | −3,976−5.0% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,331 | $177.3 萬 | 1.4% | +286+5.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,906 | $174.4 萬 | 1.4% | −192−1.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,424 | $167.4 萬 | 1.4% | +310+4.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,694 | $141.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 3,234 | $129.1 萬 | 1.0% | −75−2.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,388 | $126.6 萬 | 1.0% | −71−0.8% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,982 | $123.1 萬 | 1.0% | −60.0% | 減碼 | – |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 12,500 | $117.3 萬 | 1.0% | −4,000−24.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 34,854 | $113.9 萬 | 0.9% | +90+0.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 21,998 | $111.3 萬 | 0.9% | +454+2.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,980 | $108.2 萬 | 0.9% | +397+6.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,070 | $105.0 萬 | 0.9% | −310−1.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,858 | $104.9 萬 | 0.9% | +244+2.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,460 | $103.0 萬 | 0.8% | +273+4.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,187 | $94.0 萬 | 0.8% | +8+0.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 16,714 | $88.4 萬 | 0.7% | +2,273+15.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,240 | $88.0 萬 | 0.7% | −62−1.4% | 減碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 11,195 | $86.9 萬 | 0.7% | +993+9.7% | 加碼 | – |
| ETNEaton Corp plc | Stock | 4,871 | $83.5 萬 | 0.7% | +20+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,926 | $80.4 萬 | 0.7% | −36−0.7% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,810 | $75.8 萬 | 0.6% | −582−10.8% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,028 | $70.6 萬 | 0.6% | +10.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,785 | $70.6 萬 | 0.6% | +152+3.3% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,491 | $68.3 萬 | 0.6% | +346+30.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 9,560 | $66.5 萬 | 0.5% | −337−3.4% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,698 | $63.8 萬 | 0.5% | −500−11.9% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,844 | $62.4 萬 | 0.5% | −163−1.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,001 | $60.2 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 22,630 | $53.2 萬 | 0.4% | −2,927−11.5% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,087 | $46.6 萬 | 0.4% | −51−1.6% | 減碼 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 4,197 | $45.1 萬 | 0.4% | +257+6.5% | 加碼 | – |
| MDTMedtronic plc | Stock | 5,577 | $45.0 萬 | 0.4% | +186+3.5% | 加碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,028 | $43.7 萬 | 0.4% | +2,854+89.9% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 7,327 | $43.6 萬 | 0.4% | −442−5.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,176 | $40.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,378 | $40.4 萬 | 0.3% | −1,057−9.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,386 | $38.5 萬 | 0.3% | +1,386 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,340 | $38.5 萬 | 0.3% | −749−35.9% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 6,281 | $37.1 萬 | 0.3% | −61−1.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,134 | $37.1 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $36.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,332 | $36.7 萬 | 0.3% | −79−1.2% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 6,754 | $35.4 萬 | 0.3% | +750+12.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,203 | $34.4 萬 | 0.3% | −80−6.2% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $33.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 2,004 | $33.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,687 | $32.7 萬 | 0.3% | −12−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,594 | $32.1 萬 | 0.3% | −83−4.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 4,267 | $31.1 萬 | 0.3% | +359+9.2% | 加碼 | – |
| CBChubb Ltd | Stock | 1,551 | $30.1 萬 | 0.2% | −977−38.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,654 | $29.6 萬 | 0.2% | −544−8.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,854 | $29.4 萬 | 0.2% | −2,000−20.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,964 | $29.1 萬 | 0.2% | −616−17.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 586 | $27.7 萬 | 0.2% | −393−40.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,812 | $27.4 萬 | 0.2% | +2+0.1% | 加碼 | – |
| COPConocoPhillips | Stock | 2,593 | $25.7 萬 | 0.2% | −52−2.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 393 | $25.2 萬 | 0.2% | +2+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 688 | $23.7 萬 | 0.2% | −18−2.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,535 | $22.9 萬 | 0.2% | −516−10.2% | 減碼 | – |
| American Centy ETF Tr025072539 | QUALITY PREFER | 6,313 | $22.2 萬 | 0.2% | +80+1.3% | 加碼 | – |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。