Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2024 年第 4 季持倉
持倉截至 2024/12/31，2026/5/26 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 116
- 較 2024 年第 3 季 +8
- 總值
- $2.40 億
- 較 2024 年第 3 季 +$1,189 萬 (+5.2%)
| 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 | 46,370 | $2,730 萬 | 11.4% | +3,232+7.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 96,907 | $2,427 萬 | 10.1% | −1,825−1.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,746 | $2,288 萬 | 9.5% | +3,275+7.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 38,578 | $1,749 萬 | 7.3% | +2,811+7.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,043 | $1,224 萬 | 5.1% | −45−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,860 | $786.7 萬 | 3.3% | +689+2.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 52,867 | $710.0 萬 | 3.0% | +2,294+4.5% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 172,738 | $619.3 萬 | 2.6% | +28,113+19.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 101,104 | $597.9 萬 | 2.5% | +6,229+6.6% | 加碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 300,978 | $541.8 萬 | 2.3% | +9,299+3.2% | 加碼 | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 714,682 | $492.4 萬 | 2.1% | +16,789+2.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 29,225 | $475.3 萬 | 2.0% | −481−1.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 24,540 | $467.3 萬 | 1.9% | +1,602+7.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,786 | $456.3 萬 | 1.9% | −167−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,945 | $454.1 萬 | 1.9% | +138+0.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,695 | $372.8 萬 | 1.6% | +67+0.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,424 | $340.4 萬 | 1.4% | +1,037+5.6% | 加碼 | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 49,409 | $246.4 萬 | 1.0% | +2,679+5.7% | 加碼 | – |
| KLACKLA Corp | COM NEW | 3,309 | $208.5 萬 | 0.9% | +75+2.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,272 | $198.2 萬 | 0.8% | −116−1.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,180 | $198.1 萬 | 0.8% | −110−1.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 30,793 | $185.7 萬 | 0.8% | +1,219+4.1% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,908 | $178.1 萬 | 0.7% | +139+0.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,856 | $170.6 萬 | 0.7% | −3,470−18.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,098 | $169.2 萬 | 0.7% | +33+0.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 18,438 | $161.9 萬 | 0.7% | −233−1.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 17,476 | $157.9 萬 | 0.7% | −1,337−7.1% | 減碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 44,561 | $151.8 萬 | 0.6% | −850−1.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,532 | $151.4 萬 | 0.6% | +380+6.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,357 | $148.2 萬 | 0.6% | +496+3.3% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 9,285 | $144.2 萬 | 0.6% | −2,293−19.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,360 | $135.7 萬 | 0.6% | +65+2.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,485 | $132.7 萬 | 0.6% | +1,411+10.0% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 9,465 | $132.0 萬 | 0.6% | −929−8.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,392 | $131.3 萬 | 0.5% | −358−3.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,714 | $128.4 萬 | 0.5% | −61−0.2% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 32,905 | $122.3 萬 | 0.5% | −2,077−5.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,248 | $121.1 萬 | 0.5% | +579+34.7% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 15,835 | $119.8 萬 | 0.5% | +4,264+36.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,407 | $103.5 萬 | 0.4% | −2,393−18.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,418 | $102.7 萬 | 0.4% | −66−1.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,556 | $102.6 萬 | 0.4% | −7−0.3% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,351 | $100.1 萬 | 0.4% | −110−4.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,766 | $98.0 萬 | 0.4% | −252−3.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,473 | $96.4 萬 | 0.4% | −987−6.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,245 | $96.1 萬 | 0.4% | +2+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 21,844 | $95.3 萬 | 0.4% | −3,255−13.0% | 減碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,933 | $90.2 萬 | 0.4% | −11−0.1% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,132 | $89.8 萬 | 0.4% | +10+0.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 10,074 | $86.9 萬 | 0.4% | −1,695−14.4% | 減碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 16,297 | $85.8 萬 | 0.4% | +26+0.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,201 | $85.6 萬 | 0.4% | −247−10.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,527 | $85.2 萬 | 0.4% | +4,863+132.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 5,421 | $80.5 萬 | 0.3% | +61+1.1% | 加碼 | – |
| CBChubb Ltd | Stock | 2,815 | $77.8 萬 | 0.3% | +41+1.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,340 | $76.3 萬 | 0.3% | −127−8.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,642 | $75.9 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 5,440 | $75.8 萬 | 0.3% | −750−12.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,935 | $69.9 萬 | 0.3% | −328−7.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 18,552 | $66.1 萬 | 0.3% | +42+0.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,111 | $63.6 萬 | 0.3% | +19+1.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 13,245 | $63.4 萬 | 0.3% | −97−0.7% | 減碼 | – |
| ARAntero Resources Corp | COM | 15,962 | $55.9 萬 | 0.2% | +15,962 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,804 | $54.8 萬 | 0.2% | +291+3.9% | 加碼 | – |
| INTCIntel Corp | Stock | 26,722 | $53.6 萬 | 0.2% | −2,741−9.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,664 | $52.6 萬 | 0.2% | +212+8.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,311 | $52.1 萬 | 0.2% | −1,325−23.5% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 5,715 | $51.3 萬 | 0.2% | +4+0.1% | 加碼 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 3,500 | $50.0 萬 | 0.2% | −500−12.5% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,636 | $49.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,910 | $47.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,711 | $46.1 萬 | 0.2% | +155+1.1% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,799 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 3,535 | $44.6 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,299 | $43.3 萬 | 0.2% | +9+0.3% | 加碼 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 17,619 | $42.0 萬 | 0.2% | −15,621−47.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 5,542 | $38.9 萬 | 0.2% | −5,000−47.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 6,237 | $36.8 萬 | 0.2% | +20.0% | 加碼 | – |
| MCKMcKesson Corp | Stock | 632 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,623 | $35.9 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 9,712 | $35.7 萬 | 0.1% | +1,055+12.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,716 | $35.6 萬 | 0.1% | +6,716 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 706 | $35.2 萬 | 0.1% | +10+1.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,409 | $34.8 萬 | 0.1% | −811−25.2% | 減碼 | 歷史 |
| CMRXChimerix Inc | COM | 99,685 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,325 | $34.4 萬 | 0.1% | +552+31.1% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,236 | $34.3 萬 | 0.1% | −140−4.1% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 1,566 | $33.7 萬 | 0.1% | −60−3.7% | 減碼 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 5,028 | $33.6 萬 | 0.1% | −195−3.7% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 2,992 | $33.1 萬 | 0.1% | +2,992 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 1,901 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 618 | $31.3 萬 | 0.1% | +27+4.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,302 | $31.2 萬 | 0.1% | −122−2.2% | 減碼 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 4,452 | $30.1 萬 | 0.1% | −1,454−24.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,005 | $29.1 萬 | 0.1% | +3,005 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,416 | $28.0 萬 | 0.1% | +20+0.4% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,772 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,135 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 287 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,558 | $26.1 萬 | 0.1% | +41+2.7% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（2 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。