Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2024 年第 3 季持倉
持倉截至 2024/9/30，2026/6/24 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 108
- 較 2024 年第 2 季 +3
- 總值
- $2.28 億
- 較 2024 年第 2 季 +$2,466 萬 (+12.1%)
| 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 | 43,138 | $2,488 萬 | 10.9% | +4,776+12.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 98,732 | $2,302 萬 | 10.1% | −140−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 41,471 | $2,024 萬 | 8.9% | +7,277+21.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 35,767 | $1,646 萬 | 7.2% | +2,221+6.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,088 | $1,252 萬 | 5.5% | +200+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,171 | $655.3 萬 | 2.9% | +275+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 50,573 | $614.1 萬 | 2.7% | +5,683+12.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 29,706 | $600.2 萬 | 2.6% | +618+2.1% | 加碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 291,679 | $569.6 萬 | 2.5% | +50,228+20.8% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 94,875 | $561.8 萬 | 2.5% | +11,993+14.5% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 144,625 | $526.1 萬 | 2.3% | +126,003+676.6% | 加碼 | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 697,893 | $497.6 萬 | 2.2% | +129,185+22.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,953 | $456.3 萬 | 2.0% | +10.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,807 | $396.6 萬 | 1.7% | +61+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,938 | $383.5 萬 | 1.7% | +977+4.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,387 | $329.4 萬 | 1.4% | −903−4.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,628 | $325.5 萬 | 1.4% | −26−0.1% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,234 | $250.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 46,730 | $242.1 萬 | 1.1% | +46,730 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 19,326 | $226.5 萬 | 1.0% | −384−1.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,290 | $201.5 萬 | 0.9% | −268−3.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 29,574 | $181.4 萬 | 0.8% | +20,282+218.3% | 加碼 | – |
| VVisa Inc. | Stock | 6,388 | $175.6 萬 | 0.8% | −447−6.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 18,671 | $169.5 萬 | 0.7% | −102−0.5% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 10,394 | $169.3 萬 | 0.7% | +116+1.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,065 | $167.9 萬 | 0.7% | −42−0.8% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,769 | $167.6 萬 | 0.7% | −21−0.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 18,813 | $151.9 萬 | 0.7% | +393+2.1% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 45,411 | $150.1 萬 | 0.7% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 12,800 | $145.4 萬 | 0.6% | −458−3.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,861 | $142.6 萬 | 0.6% | +10,958+280.8% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 11,578 | $141.8 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,750 | $137.4 萬 | 0.6% | −356−2.9% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,775 | $130.9 萬 | 0.6% | +239+0.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,074 | $123.6 萬 | 0.5% | +1,895+15.6% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 34,982 | $121.7 萬 | 0.5% | −3,694−9.6% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 25,099 | $114.2 萬 | 0.5% | −44,413−63.9% | 減碼 | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 11,769 | $111.8 萬 | 0.5% | −489−4.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,243 | $110.1 萬 | 0.5% | −11−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,152 | $106.1 萬 | 0.5% | −78−1.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,461 | $104.1 萬 | 0.5% | −881−26.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,018 | $103.3 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,460 | $102.6 萬 | 0.4% | −431−2.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,484 | $101.2 萬 | 0.4% | −15−0.3% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,944 | $100.6 萬 | 0.4% | +6,278+45.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,448 | $99.2 萬 | 0.4% | −448−15.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,563 | $96.2 萬 | 0.4% | −80−3.0% | 減碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 16,271 | $95.2 萬 | 0.4% | +196+1.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,636 | $92.5 萬 | 0.4% | −672−10.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,669 | $88.1 萬 | 0.4% | +670+67.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,295 | $86.2 萬 | 0.4% | −853−20.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,263 | $84.2 萬 | 0.4% | −84−1.9% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,467 | $83.6 萬 | 0.4% | −570−28.0% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 33,240 | $81.7 萬 | 0.4% | −15,237−31.4% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,190 | $81.7 萬 | 0.4% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 2,774 | $80.0 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,122 | $78.6 萬 | 0.3% | −81−0.7% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4,000 | $77.5 萬 | 0.3% | −335−7.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 5,360 | $74.3 萬 | 0.3% | +334+6.6% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 1,640 | $73.7 萬 | 0.3% | −14−0.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 29,463 | $69.1 萬 | 0.3% | +142+0.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 13,342 | $69.0 萬 | 0.3% | −1,399−9.5% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 18,510 | $62.2 萬 | 0.3% | +50+0.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 10,542 | $59.6 萬 | 0.3% | −330−3.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,513 | $58.6 萬 | 0.3% | −599−7.4% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,092 | $54.1 萬 | 0.2% | −38−3.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,220 | $52.2 萬 | 0.2% | −2,538−44.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,910 | $51.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 5,711 | $51.5 萬 | 0.2% | −351−5.8% | 減碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,636 | $50.8 萬 | 0.2% | +30+1.2% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,799 | $47.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 3,528 | $45.2 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,290 | $44.4 萬 | 0.2% | +29+0.9% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 11,571 | $43.0 萬 | 0.2% | −334−2.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,452 | $42.6 萬 | 0.2% | +2,452 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,556 | $42.4 萬 | 0.2% | −1,273−8.0% | 減碼 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 5,906 | $40.9 萬 | 0.2% | −41−0.7% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,626 | $37.5 萬 | 0.2% | +707+76.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,664 | $36.7 萬 | 0.2% | +3,664 | 新進 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,223 | $36.5 萬 | 0.2% | +16+0.3% | 加碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,376 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 6,235 | $36.3 萬 | 0.2% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 696 | $36.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,622 | $35.8 萬 | 0.2% | +7+0.4% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,424 | $35.0 萬 | 0.2% | −339−5.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 591 | $34.5 萬 | 0.2% | −22−3.6% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 3,604 | $33.6 萬 | 0.1% | −494−12.1% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 8,657 | $32.6 萬 | 0.1% | +8,657 | 新進 | – |
| MCKMcKesson Corp | Stock | 632 | $31.2 萬 | 0.1% | −298−32.0% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,772 | $29.3 萬 | 0.1% | −300−14.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,396 | $28.4 萬 | 0.1% | +412+8.3% | 加碼 | – |
| DFSDiscover Financial Services | COM | 1,901 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,077 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,517 | $26.3 萬 | 0.1% | +51+3.5% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,704 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 287 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 2,395 | $25.2 萬 | 0.1% | +150+6.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 837 | $24.9 萬 | 0.1% | −34−3.9% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 28,255 | $24.4 萬 | 0.1% | +471+1.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,088 | $24.1 萬 | 0.1% | −28−1.3% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（4 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DVNDevon Energy Corp | Stock | 14,645 | $69.4 萬 | 0.3% | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,329 | $22.1 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,449 | $21.6 萬 | 0.1% | – |
| UNPUnion Pacific Corp | Stock | 901 | $20.4 萬 | 0.1% | 歷史 |