Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2024 年第 1 季持倉
持倉截至 2024/3/31，2026/5/26 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 76
- 較 2023 年第 4 季 +6
- 總值
- $1.60 億
- 較 2023 年第 4 季 +$2,057 萬 (+14.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 33,239 | $1,747 萬 | 11.0% | +1,520+4.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 93,894 | $1,610 萬 | 10.1% | −305−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 31,224 | $1,313 萬 | 8.2% | +1,193+4.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,096 | $1,292 萬 | 8.1% | +3,487+13.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,096 | $1,140 萬 | 7.1% | +753+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,419 | $584.8 萬 | 3.7% | +200+0.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 28,133 | $580.2 萬 | 3.6% | +1,190+4.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 30,310 | $461.5 萬 | 2.9% | +936+3.2% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 217,021 | $388.9 萬 | 2.4% | +17,133+8.6% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 68,120 | $382.6 萬 | 2.4% | +2,910+4.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,703 | $350.6 萬 | 2.2% | +40+0.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,904 | $338.6 萬 | 2.1% | +469+2.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 78,549 | $331.7 萬 | 2.1% | −2,558−3.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,368 | $305.5 萬 | 1.9% | +635+23.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,237 | $290.3 萬 | 1.8% | +934+5.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,800 | $284.5 萬 | 1.8% | +1,088+6.9% | 加碼 | – |
| KLACKLA Corp | COM NEW | 3,234 | $225.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 315,491 | $209.5 萬 | 1.3% | +315,491 | 新進 | 歷史 |
| VVisa Inc. | Stock | 6,817 | $190.3 萬 | 1.2% | −340−4.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,434 | $190.1 萬 | 1.2% | +40.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,873 | $184.5 萬 | 1.2% | +261+1.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,737 | $159.2 萬 | 1.0% | −32−0.4% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,357 | $153.8 萬 | 1.0% | +295+0.9% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,837 | $152.6 萬 | 1.0% | −330−7.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,745 | $141.8 萬 | 0.9% | +261+2.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,464 | $139.6 萬 | 0.9% | +19+0.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 30,038 | $132.7 萬 | 0.8% | −1,469−4.7% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 49,719 | $120.8 萬 | 0.8% | −328−0.7% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,689 | $119.8 萬 | 0.8% | −4,941−28.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,108 | $119.2 萬 | 0.7% | −65−2.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,393 | $115.4 萬 | 0.7% | +864+15.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 12,112 | $109.9 萬 | 0.7% | +146+1.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,201 | $93.4 萬 | 0.6% | +10+0.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,643 | $91.4 萬 | 0.6% | −63−3.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,048 | $90.5 萬 | 0.6% | +318+2.2% | 加碼依 3 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 5,738 | $90.5 萬 | 0.6% | +1,169+25.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,685 | $89.9 萬 | 0.6% | +229+4.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,288 | $89.3 萬 | 0.6% | +1,328+44.9% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,240 | $88.5 萬 | 0.6% | +16+0.1% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,957 | $82.3 萬 | 0.5% | −41−0.3% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 14,733 | $73.9 萬 | 0.5% | −4,562−23.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,022 | $73.3 萬 | 0.5% | −8−0.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 14,573 | $72.4 萬 | 0.5% | −714−4.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,022 | $70.7 萬 | 0.4% | −607−13.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,854 | $68.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,557 | $55.3 萬 | 0.3% | +546+54.0% | 加碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,107 | $54.5 萬 | 0.3% | +34+0.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 403 | $53.4 萬 | 0.3% | +2+0.5% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,772 | $47.8 萬 | 0.3% | −450−14.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,838 | $46.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,117 | $46.7 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 10,092 | $45.8 萬 | 0.3% | +10,092 | 新進 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,576 | $40.8 萬 | 0.3% | +162+11.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,321 | $36.5 萬 | 0.2% | −754−9.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 6,132 | $35.5 萬 | 0.2% | −1,009−14.1% | 減碼 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,322 | $34.6 萬 | 0.2% | +31+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,542 | $30.3 萬 | 0.2% | −73−2.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,060 | $30.1 萬 | 0.2% | −1,126−21.7% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 694 | $29.5 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,268 | $28.9 萬 | 0.2% | −23−1.0% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,111 | $28.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 4,766 | $27.5 萬 | 0.2% | +4,766 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,190 | $27.0 萬 | 0.2% | −53−2.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,435 | $26.9 萬 | 0.2% | +415+20.5% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 1,690 | $25.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,812 | $24.7 萬 | 0.2% | +208+4.5% | 加碼 | – |
| DFSDiscover Financial Services | COM | 1,870 | $24.5 萬 | 0.2% | +1,870 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 948 | $23.0 萬 | 0.1% | −172−15.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 2,518 | $22.8 萬 | 0.1% | +2,518 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,599 | $22.4 萬 | 0.1% | +38+0.8% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 3,315 | $21.7 萬 | 0.1% | −390−10.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 618 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 287 | $21.0 萬 | 0.1% | +287 | 新進 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,765 | $20.8 萬 | 0.1% | +4,765 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 408 | $20.2 萬 | 0.1% | +408 | 新進 | 歷史 |
2023 年第 4 季之後清倉（2 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 5,006 | $29.9 萬 | 0.2% | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,958 | $20.3 萬 | 0.1% | – |