Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2023 年第 4 季持倉
持倉截至 2023/12/31，2026/5/26 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 70
- 較 2023 年第 3 季 −3
- 總值
- $1.39 億
- 較 2023 年第 3 季 +$1,130 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 94,199 | $1,814 萬 | 13.0% | −1,359−1.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 31,719 | $1,515 萬 | 10.9% | +52+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 30,031 | $1,071 萬 | 7.7% | −197−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,609 | $1,049 萬 | 7.5% | +1,344+5.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 26,343 | $990.6 萬 | 7.1% | +3,428+15.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,219 | $489.5 萬 | 3.5% | −133−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 26,943 | $436.7 萬 | 3.1% | +1,938+7.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 29,374 | $414.0 萬 | 3.0% | +942+3.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 65,210 | $336.9 萬 | 2.4% | −2,160−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 81,107 | $329.0 萬 | 2.4% | −4,124−4.8% | 減碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 199,888 | $326.0 萬 | 2.3% | +4,758+2.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,663 | $316.7 萬 | 2.3% | +50+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,435 | $279.6 萬 | 2.0% | −219−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,303 | $255.7 萬 | 1.8% | −105−0.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 15,712 | $247.9 萬 | 1.8% | −236−1.5% | 減碼 | – |
| KLACKLA Corp | COM NEW | 3,234 | $188.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 7,157 | $186.3 萬 | 1.3% | −27−0.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 31,507 | $158.3 萬 | 1.1% | −2,106−6.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,167 | $157.0 萬 | 1.1% | −565−11.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,612 | $156.1 萬 | 1.1% | −52−0.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,769 | $148.5 萬 | 1.1% | +162+2.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,630 | $147.8 萬 | 1.1% | −891−4.8% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 9,430 | $139.9 萬 | 1.0% | +85+0.9% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,062 | $138.8 萬 | 1.0% | −592−1.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,733 | $135.4 萬 | 1.0% | +532+24.2% | 加碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 50,047 | $122.9 萬 | 0.9% | −11,717−19.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,629 | $115.0 萬 | 0.8% | −215−4.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,484 | $114.3 萬 | 0.8% | +408+4.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,173 | $109.9 萬 | 0.8% | −75−2.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,445 | $107.1 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 11,966 | $97.4 萬 | 0.7% | −184−1.5% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 19,295 | $87.4 萬 | 0.6% | −840−4.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,706 | $86.6 萬 | 0.6% | −25−1.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,456 | $85.5 萬 | 0.6% | −1,018−15.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,224 | $84.1 萬 | 0.6% | +27+0.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,529 | $81.5 萬 | 0.6% | +126+2.3% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,998 | $78.1 萬 | 0.6% | +281+1.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,910 | $77.4 萬 | 0.6% | +133+2.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 15,287 | $71.0 萬 | 0.5% | −6,182−28.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,191 | $69.4 萬 | 0.5% | +15+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,569 | $68.1 萬 | 0.5% | −88−1.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,030 | $62.5 萬 | 0.4% | −1,263−23.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,854 | $58.3 萬 | 0.4% | −1,000−7.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,960 | $57.0 萬 | 0.4% | +36+1.2% | 加碼 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,073 | $51.4 萬 | 0.4% | +8+0.1% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,222 | $50.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 401 | $44.8 萬 | 0.3% | +17+4.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,116 | $43.1 萬 | 0.3% | −10−0.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $40.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,075 | $40.8 萬 | 0.3% | −4,902−37.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 7,141 | $40.3 萬 | 0.3% | −5,736−44.5% | 減碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,186 | $36.5 萬 | 0.3% | −2,661−33.9% | 減碼 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,291 | $32.3 萬 | 0.2% | +25+0.5% | 加碼 | – |
| CBChubb Ltd | Stock | 1,414 | $32.0 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,011 | $31.7 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,120 | $30.7 萬 | 0.2% | −89−7.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 693 | $30.5 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,006 | $29.9 萬 | 0.2% | −927−15.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,615 | $28.9 萬 | 0.2% | −219−5.7% | 減碼 | – |
| TTETotalEnergies SE | SPONSORED ADS | 4,111 | $27.7 萬 | 0.2% | −1,198−22.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,291 | $26.6 萬 | 0.2% | −6−0.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,689 | $26.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,243 | $26.3 萬 | 0.2% | −1,713−43.3% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,604 | $23.6 萬 | 0.2% | −75−1.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,020 | $21.9 萬 | 0.2% | −159−7.3% | 減碼 | – |
| ACNAccenture plc | Stock | 618 | $21.7 萬 | 0.2% | +618 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,705 | $21.4 萬 | 0.2% | −947−20.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,561 | $20.8 萬 | 0.1% | +4,561 | 新進 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,958 | $20.3 萬 | 0.1% | −2,603−57.1% | 減碼 | – |
2023 年第 3 季之後清倉（5 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 2,004 | $39.4 萬 | 0.3% | 歷史 |
| SOSouthern Co | Stock | 5,668 | $36.7 萬 | 0.3% | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,950 | $29.5 萬 | 0.2% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 12,099 | $29.0 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,917 | $23.9 萬 | 0.2% | – |