Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2024 年第 2 季持倉
持倉截至 2024/6/30，2026/5/26 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 105
- 較 2024 年第 1 季 +29
- 總值
- $2.03 億
- 較 2024 年第 1 季 +$4,386 萬 (+27.5%)
| 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 | 38,362 | $2,099 萬 | 10.3% | +5,123+15.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 98,872 | $2,083 萬 | 10.2% | +4,978+5.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,194 | $1,638 萬 | 8.1% | +5,098+17.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 33,546 | $1,365 萬 | 6.7% | +2,322+7.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,888 | $1,291 萬 | 6.3% | +1,792+6.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 29,088 | $686.4 萬 | 3.4% | +955+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,896 | $674.4 萬 | 3.3% | +2,477+7.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 44,890 | $557.3 萬 | 2.7% | +11,210+33.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 82,882 | $453.8 萬 | 2.2% | +14,762+21.7% | 加碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 241,451 | $443.5 萬 | 2.2% | +24,430+11.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,952 | $432.8 萬 | 2.1% | +1,249+18.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,961 | $402.8 萬 | 2.0% | −8,349−27.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,746 | $379.2 萬 | 1.9% | +1,842+10.9% | 加碼 | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 568,708 | $376.5 萬 | 1.9% | +253,217+80.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,654 | $358.0 萬 | 1.8% | +417+2.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,290 | $316.9 萬 | 1.6% | +2,490+14.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 69,512 | $283.3 萬 | 1.4% | −9,037−11.5% | 減碼 | – |
| KLACKLA Corp | COM NEW | 3,234 | $266.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,710 | $226.9 萬 | 1.1% | +3,837+24.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,558 | $184.0 萬 | 0.9% | +821+10.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,835 | $179.4 萬 | 0.9% | +18+0.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,278 | $178.3 萬 | 0.9% | +844+8.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,258 | $164.1 萬 | 0.8% | +2,513+23.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,107 | $160.1 萬 | 0.8% | +643+14.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 18,773 | $157.8 萬 | 0.8% | +15,231+430.0% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,790 | $151.8 萬 | 0.7% | +433+1.3% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 11,576 | $143.1 萬 | 0.7% | +11,576 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,342 | $130.7 萬 | 0.6% | −495−12.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,106 | $129.1 萬 | 0.6% | +9,671+397.2% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 38,676 | $127.2 萬 | 0.6% | +38,676 | 新進 | – |
| WMTWalmart Inc. | Stock | 18,420 | $124.7 萬 | 0.6% | +3,372+22.4% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 45,411 | $123.8 萬 | 0.6% | +45,411 | 新進 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,536 | $122.0 萬 | 0.6% | +31,536 | 新進 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 48,477 | $116.4 萬 | 0.6% | −1,242−2.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,254 | $113.5 萬 | 0.6% | +53+4.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 12,258 | $112.1 萬 | 0.6% | +146+1.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,179 | $111.0 萬 | 0.5% | −510−4.0% | 減碼 | – |
| CVXChevron Corp | Stock | 7,007 | $109.6 萬 | 0.5% | +1,269+22.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,037 | $109.0 萬 | 0.5% | +394+24.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,308 | $102.3 萬 | 0.5% | −85−1.3% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,499 | $101.8 萬 | 0.5% | +211+4.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 623 | $100.1 萬 | 0.5% | +220+54.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,896 | $99.7 萬 | 0.5% | −212−6.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,891 | $98.8 萬 | 0.5% | +16,891 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,643 | $96.3 萬 | 0.5% | +2,643 | 新進 | – |
| INTCIntel Corp | Stock | 29,321 | $90.8 萬 | 0.4% | −717−2.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,203 | $89.9 萬 | 0.4% | −37−0.3% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 16,075 | $89.7 萬 | 0.4% | +118+0.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,758 | $84.2 萬 | 0.4% | +73+1.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,148 | $82.1 萬 | 0.4% | +126+3.1% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,190 | $78.9 萬 | 0.4% | +6,190 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 4,347 | $74.6 萬 | 0.4% | +325+8.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 14,741 | $71.5 萬 | 0.4% | +168+1.2% | 加碼 | – |
| CBChubb Ltd | Stock | 2,769 | $70.6 萬 | 0.3% | +1,193+75.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 14,645 | $69.4 萬 | 0.3% | −88−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 5,026 | $68.5 萬 | 0.3% | +5,026 | 新進 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 13,666 | $66.0 萬 | 0.3% | +8,901+186.8% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 10,872 | $64.6 萬 | 0.3% | −982−8.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,654 | $63.9 萬 | 0.3% | +97+6.2% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 18,622 | $62.2 萬 | 0.3% | +18,622 | 新進 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 4,335 | $60.0 萬 | 0.3% | +4,335 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,112 | $58.9 萬 | 0.3% | +4,052+99.8% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 18,460 | $56.2 萬 | 0.3% | +18,460 | 新進 | – |
| MCKMcKesson Corp | Stock | 930 | $54.3 萬 | 0.3% | +930 | 新進 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 6,062 | $53.8 萬 | 0.3% | −45−0.7% | 減碼 | – |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 9,292 | $53.0 萬 | 0.3% | +4,526+95.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,130 | $51.1 萬 | 0.3% | +13+1.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 999 | $50.0 萬 | 0.2% | +999 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,829 | $45.9 萬 | 0.2% | +15,829 | 新進 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,910 | $42.1 萬 | 0.2% | +72+3.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 4,098 | $40.9 萬 | 0.2% | +1,580+62.7% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 3,799 | $40.4 萬 | 0.2% | +3,799 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,261 | $39.5 萬 | 0.2% | +1,071+48.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 7,909 | $37.6 萬 | 0.2% | +588+8.0% | 加碼 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 5,947 | $36.9 萬 | 0.2% | +5,947 | 新進 | – |
| WELLWelltower Inc. | REIT | 3,519 | $36.7 萬 | 0.2% | +3,519 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 6,235 | $35.7 萬 | 0.2% | +6,235 | 新進 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,763 | $35.2 萬 | 0.2% | −369−6.0% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,903 | $35.0 萬 | 0.2% | +3,903 | 新進 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,072 | $34.4 萬 | 0.2% | −700−25.3% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,376 | $33.2 萬 | 0.2% | +3,376 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,615 | $32.8 萬 | 0.2% | +1,615 | 新進 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,207 | $32.6 萬 | 0.2% | −115−2.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 613 | $31.2 萬 | 0.2% | +205+50.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 695 | $31.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,905 | $30.2 萬 | 0.1% | +11,905 | 新進 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,077 | $27.2 萬 | 0.1% | −34−0.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,245 | $25.7 萬 | 0.1% | −23−1.0% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,984 | $25.5 萬 | 0.1% | +172+3.6% | 加碼 | – |
| DFSDiscover Financial Services | COM | 1,901 | $24.9 萬 | 0.1% | +31+1.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 287 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,466 | $24.2 萬 | 0.1% | +1,466 | 新進 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,704 | $23.8 萬 | 0.1% | +2,704 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 1,704 | $23.3 萬 | 0.1% | +14+0.8% | 加碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 27,784 | $22.7 萬 | 0.1% | +27,784 | 新進 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 919 | $22.7 萬 | 0.1% | +919 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 871 | $22.5 萬 | 0.1% | −77−8.1% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,329 | $22.1 萬 | 0.1% | +14+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,622 | $21.6 萬 | 0.1% | +23+0.5% | 加碼 | – |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。