Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2023 年第 3 季持倉
持倉截至 2023/9/30，2026/5/26 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 73
- 較 2023 年第 2 季 −4
- 總值
- $1.28 億
- 較 2023 年第 2 季 −$687.2 萬 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 95,558 | $1,636 萬 | 12.8% | −448−0.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 31,667 | $1,360 萬 | 10.6% | +21+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 30,228 | $1,059 萬 | 8.3% | +432+1.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,265 | $869.3 萬 | 6.8% | +265+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 22,915 | $723.5 萬 | 5.7% | −63−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,352 | $411.3 萬 | 3.2% | +390+1.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 28,432 | $374.9 萬 | 2.9% | −1,351−4.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,005 | $346.2 萬 | 2.7% | +1,085+4.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 85,231 | $318.7 萬 | 2.5% | −12,851−13.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 67,370 | $309.6 萬 | 2.4% | −7,122−9.6% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 195,130 | $290.7 萬 | 2.3% | +11,763+6.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,613 | $282.7 萬 | 2.2% | +147+2.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,654 | $241.5 萬 | 1.9% | −751−4.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,408 | $240.9 萬 | 1.9% | +23+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,948 | $226.0 萬 | 1.8% | −791−4.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,664 | $184.2 萬 | 1.4% | −255−1.6% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,521 | $167.4 萬 | 1.3% | −2,049−10.0% | 減碼 | – |
| VVisa Inc. | Stock | 7,184 | $165.2 萬 | 1.3% | +17+0.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,732 | $158.5 萬 | 1.2% | −343−6.8% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,234 | $148.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,345 | $141.4 萬 | 1.1% | −166−1.7% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 61,764 | $141.1 萬 | 1.1% | −7,721−11.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 7,607 | $130.4 萬 | 1.0% | −225−2.9% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,654 | $123.5 萬 | 1.0% | −47−0.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,844 | $121.2 萬 | 0.9% | +319+7.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 33,613 | $119.5 萬 | 0.9% | −904−2.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,076 | $103.7 萬 | 0.8% | +55+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,474 | $100.8 萬 | 0.8% | −610−8.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,248 | $98.1 萬 | 0.8% | +104+3.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 12,150 | $97.0 萬 | 0.8% | −155−1.3% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 20,135 | $96.0 萬 | 0.8% | −1,717−7.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,201 | $95.7 萬 | 0.7% | +261+13.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,449 | $94.9 萬 | 0.7% | +8+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 21,469 | $92.1 萬 | 0.7% | −2,641−11.0% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,731 | $79.0 萬 | 0.6% | +27+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,293 | $78.9 萬 | 0.6% | −539−9.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,657 | $78.5 萬 | 0.6% | −265−5.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,777 | $76.4 萬 | 0.6% | +78+1.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,977 | $69.8 萬 | 0.5% | +7,303+128.7% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,717 | $69.5 萬 | 0.5% | −195−1.2% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 12,877 | $68.0 萬 | 0.5% | −3,850−23.0% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,197 | $67.0 萬 | 0.5% | +1,094+9.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,176 | $63.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,403 | $55.6 萬 | 0.4% | +1,119+26.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 12,854 | $52.5 萬 | 0.4% | +5,000+63.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,847 | $50.5 萬 | 0.4% | −1,299−14.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,924 | $47.9 萬 | 0.4% | −60−2.0% | 減碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,222 | $46.2 萬 | 0.4% | −476−12.9% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,065 | $45.4 萬 | 0.4% | +24+0.4% | 加碼 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 4,561 | $44.3 萬 | 0.3% | −51−1.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,956 | $42.6 萬 | 0.3% | −1,997−33.5% | 減碼 | – |
| MARMarriott International Inc | Stock | 2,004 | $39.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $38.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 5,668 | $36.7 萬 | 0.3% | −3,902−40.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,126 | $36.4 萬 | 0.3% | −9−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,933 | $35.3 萬 | 0.3% | −837−12.4% | 減碼 | – |
| TTETotalEnergies SE | SPONSORED ADS | 5,309 | $34.9 萬 | 0.3% | −870−14.1% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $34.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,209 | $34.3 萬 | 0.3% | +6+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 384 | $31.9 萬 | 0.2% | −10−2.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,266 | $30.0 萬 | 0.2% | −756−12.6% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,950 | $29.5 萬 | 0.2% | +2,950 | 新進 | – |
| CBChubb Ltd | Stock | 1,410 | $29.4 萬 | 0.2% | −181−11.4% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 12,099 | $29.0 萬 | 0.2% | −2,136−15.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,834 | $28.2 萬 | 0.2% | −112−2.8% | 減碼 | – |
| COPConocoPhillips | Stock | 2,297 | $27.5 萬 | 0.2% | −256−10.0% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,009 | $27.5 萬 | 0.2% | −142−12.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,688 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 692 | $25.3 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,652 | $24.8 萬 | 0.2% | +16+0.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,917 | $23.9 萬 | 0.2% | −1,148−12.7% | 減碼依 5 比 1 拆股換算 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,679 | $23.3 萬 | 0.2% | −496−9.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,179 | $20.6 萬 | 0.2% | −41−1.8% | 減碼 | – |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 5,166 | $45.5 萬 | 0.3% | 歷史 |
| OZBelpointe PREP, LLC | UNIT RP LTD LB A | 5,046 | $43.4 萬 | 0.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 563 | $27.0 萬 | 0.2% | 歷史 |
| American Centy ETF Tr025072539 | QUALITY PREFER | 6,248 | $22.2 萬 | 0.2% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,821 | $20.3 萬 | 0.2% | – |