Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2023 年第 2 季持倉
持倉截至 2023/6/30，2026/5/26 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 77
- 較 2023 年第 1 季 0
- 總值
- $1.35 億
- 較 2023 年第 1 季 +$1,134 萬 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 96,006 | $1,862 萬 | 13.8% | +2,428+2.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 31,646 | $1,411 萬 | 10.5% | +2,724+9.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 29,796 | $1,016 萬 | 7.5% | +1,976+7.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,000 | $886.6 萬 | 6.6% | +1,465+6.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,978 | $782.5 萬 | 5.8% | +1,931+9.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,962 | $416.7 萬 | 3.1% | +2,145+7.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 98,082 | $393.2 萬 | 2.9% | −2,723−2.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 29,783 | $360.3 萬 | 2.7% | −20,506−40.8% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74,492 | $350.9 萬 | 2.6% | −5,008−6.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 23,920 | $345.7 萬 | 2.6% | +1,618+7.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,466 | $286.6 萬 | 2.1% | +108+1.7% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 183,367 | $284.4 萬 | 2.1% | +9,226+5.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,405 | $253.1 萬 | 1.9% | +326+1.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,739 | $250.5 萬 | 1.9% | +894+5.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,385 | $220.1 萬 | 1.6% | +467+2.6% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,075 | $174.5 萬 | 1.3% | −256−4.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,919 | $170.7 萬 | 1.3% | +13+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,167 | $170.2 萬 | 1.3% | −257−3.5% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 69,485 | $168.2 萬 | 1.2% | −5,632−7.5% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,570 | $167.0 萬 | 1.2% | −4,854−19.1% | 減碼 | – |
| KLACKLA Corp | COM NEW | 3,234 | $156.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,832 | $139.6 萬 | 1.0% | +138+1.8% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,701 | $123.3 萬 | 0.9% | −281−0.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,525 | $118.5 萬 | 0.9% | +285+6.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,084 | $117.3 萬 | 0.9% | +104+1.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,021 | $115.6 萬 | 0.9% | +163+1.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 34,517 | $115.4 萬 | 0.9% | −337−1.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,511 | $110.9 萬 | 0.8% | +123+1.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,110 | $106.5 萬 | 0.8% | +40+0.2% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 21,852 | $105.6 萬 | 0.8% | −146−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,144 | $97.7 萬 | 0.7% | −43−1.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 12,305 | $96.9 萬 | 0.7% | +1,110+9.9% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 16,727 | $90.0 萬 | 0.7% | +13+0.1% | 加碼 | – |
| ETNEaton Corp plc | Stock | 4,441 | $89.3 萬 | 0.7% | −430−8.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,940 | $82.1 萬 | 0.6% | +554+40.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,704 | $81.6 萬 | 0.6% | +213+14.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,832 | $78.6 萬 | 0.6% | −628−9.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,922 | $77.4 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,699 | $73.9 萬 | 0.5% | −86−1.8% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,912 | $69.5 萬 | 0.5% | +68+0.4% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 5,953 | $67.5 萬 | 0.5% | −75−1.2% | 減碼 | – |
| SOSouthern Co | Stock | 9,570 | $67.2 萬 | 0.5% | +10+0.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,103 | $62.9 萬 | 0.5% | +4,349+64.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,146 | $61.7 萬 | 0.5% | +145+1.6% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,698 | $61.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,176 | $55.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,984 | $51.9 萬 | 0.4% | −103−3.3% | 減碼 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 4,612 | $50.0 萬 | 0.4% | +415+9.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,284 | $48.8 萬 | 0.4% | +1,320+44.5% | 加碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,041 | $46.5 萬 | 0.3% | +13+0.2% | 加碼 | – |
| MDTMedtronic plc | Stock | 5,166 | $45.5 萬 | 0.3% | −411−7.4% | 減碼 | 歷史 |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 5,046 | $43.4 萬 | 0.3% | −7,454−59.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $41.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 6,770 | $40.2 萬 | 0.3% | −557−7.6% | 減碼 | – |
| MARMarriott International Inc | Stock | 2,004 | $36.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,135 | $36.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,203 | $36.0 萬 | 0.3% | −137−10.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,022 | $36.0 萬 | 0.3% | −310−4.9% | 減碼 | – |
| TTETotalEnergies SE | SPONSORED ADS | 6,179 | $35.6 萬 | 0.3% | −102−1.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 394 | $34.2 萬 | 0.3% | +1+0.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,151 | $33.7 萬 | 0.3% | −52−4.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,854 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 14,235 | $32.4 萬 | 0.2% | −8,395−37.1% | 減碼 | – |
| JCIJohnson Controls International plc | Stock | 4,636 | $31.6 萬 | 0.2% | +4,636 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 1,591 | $30.6 萬 | 0.2% | +40+2.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,688 | $30.3 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,946 | $29.6 萬 | 0.2% | −321−7.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,674 | $29.4 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,813 | $27.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 690 | $27.7 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 563 | $27.0 萬 | 0.2% | −23−3.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,553 | $26.5 萬 | 0.2% | −40−1.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,175 | $26.0 萬 | 0.2% | +640+14.1% | 加碼 | – |
| American Centy ETF Tr025072539 | QUALITY PREFER | 6,248 | $22.2 萬 | 0.2% | −65−1.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,220 | $22.1 萬 | 0.2% | +2,220 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,821 | $20.3 萬 | 0.2% | +4,821 | 新進 | – |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。