Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2026/6/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 90
- 較 2025 年第 1 季 −32
- 總值
- $1.56 億
- 較 2025 年第 1 季 −$8,147 萬 (−34.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 31,782 | $1,753 萬 | 11.2% | −15,428−32.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,674 | $1,656 萬 | 10.6% | −20,367−43.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 74,603 | $1,531 萬 | 9.8% | −20,507−21.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 29,062 | $1,412 萬 | 9.0% | −13,472−31.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 20,975 | $1,043 萬 | 6.7% | −7,068−25.2% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 108,791 | $682.6 萬 | 4.4% | −12,363−10.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 27,469 | $602.6 萬 | 3.9% | −8,273−23.1% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 108,969 | $542.2 萬 | 3.5% | +48,648+80.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,418 | $449.0 萬 | 2.9% | −26,056−47.8% | 減碼 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 62,005 | $437.0 萬 | 2.8% | +62,005 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,147 | $323.2 萬 | 2.1% | −7,505−40.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,120 | $303.7 萬 | 1.9% | −10,273−37.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,775 | $214.0 萬 | 1.4% | −7,155−37.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 6,560 | $200.0 萬 | 1.3% | −1,393−17.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,159 | $195.2 萬 | 1.2% | −4,862−60.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,413 | $193.9 萬 | 1.2% | +242+7.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,814 | $173.0 萬 | 1.1% | −10,067−50.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,359 | $147.7 萬 | 0.9% | −1,127−17.4% | 減碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 42,431 | $145.0 萬 | 0.9% | −2,130−4.8% | 減碼 | – |
| ETNEaton Corp plc | Stock | 4,004 | $142.9 萬 | 0.9% | −1,278−24.2% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 32,066 | $136.4 萬 | 0.9% | +152+0.5% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 8,604 | $132.0 萬 | 0.8% | −685−7.4% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 31,552 | $128.3 萬 | 0.8% | −937−2.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,002 | $127.2 萬 | 0.8% | −5,047−25.2% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,508 | $125.7 萬 | 0.8% | +1,615+55.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,514 | $122.4 萬 | 0.8% | −4,842−27.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,322 | $100.5 萬 | 0.6% | −6,068−39.4% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,908 | $98.1 萬 | 0.6% | −2,746−31.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,681 | $97.1 萬 | 0.6% | −7,771−42.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 5,024 | $80.0 萬 | 0.5% | +3,178+172.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,258 | $71.3 萬 | 0.5% | −33−2.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,663 | $70.6 萬 | 0.5% | −878−34.6% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,569 | $68.7 萬 | 0.4% | −300−6.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,324 | $64.0 萬 | 0.4% | −4,283−29.3% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,450 | $63.9 萬 | 0.4% | −84−5.5% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 16,759 | $62.9 萬 | 0.4% | +5,197+44.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,168 | $58.0 萬 | 0.4% | −25,305−88.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 12,190 | $57.9 萬 | 0.4% | +3,830+45.8% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 15,183 | $57.0 萬 | 0.4% | −3,415−18.4% | 減碼 | – |
| VVisa Inc. | Stock | 1,586 | $56.3 萬 | 0.4% | −4,911−75.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,126 | $56.0 萬 | 0.4% | −4,988−49.3% | 減碼 | – |
| WELLWelltower Inc. | REIT | 3,552 | $54.6 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,840 | $53.3 萬 | 0.3% | −772−29.6% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 5,408 | $53.2 萬 | 0.3% | −284−5.0% | 減碼 | – |
| ARAntero Resources Corp | COM | 13,014 | $52.4 萬 | 0.3% | −7,004−35.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,392 | $51.0 萬 | 0.3% | −208−13.0% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,755 | $49.4 萬 | 0.3% | −44−1.2% | 減碼 | 歷史 |
| TLNTalen Energy Corp | COM | 1,676 | $48.7 萬 | 0.3% | +69+4.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,829 | $46.7 萬 | 0.3% | +85+1.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 637 | $46.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,715 | $45.6 萬 | 0.3% | −146−1.0% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 11,000 | $45.5 萬 | 0.3% | +11,000 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 605 | $44.7 萬 | 0.3% | +29+5.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,272 | $44.6 萬 | 0.3% | −9,741−74.9% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,044 | $43.9 萬 | 0.3% | −601−36.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,923 | $42.7 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 3,500 | $40.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,758 | $39.5 萬 | 0.3% | −3,869−58.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,969 | $35.0 萬 | 0.2% | +734+32.8% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,603 | $34.6 萬 | 0.2% | −275−9.6% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,236 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,182 | $31.7 萬 | 0.2% | −2,139−29.2% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 5,310 | $31.5 萬 | 0.2% | −929−14.9% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,814 | $31.4 萬 | 0.2% | +295+19.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 310 | $30.7 萬 | 0.2% | +16+5.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,847 | $30.6 萬 | 0.2% | −12,833−65.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,008 | $29.7 萬 | 0.2% | +136+15.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,037 | $28.6 萬 | 0.2% | +699+16.1% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,612 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 993 | $27.4 萬 | 0.2% | +5+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 508 | $26.8 萬 | 0.2% | −193−27.5% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 29,825 | $26.5 萬 | 0.2% | +552+1.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,166 | $26.3 萬 | 0.2% | +2,166 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 3,787 | $26.3 萬 | 0.2% | −32−0.8% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,704 | $25.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,024 | $25.5 萬 | 0.2% | +4,024 | 新進 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 4,907 | $24.6 萬 | 0.2% | +909+22.7% | 加碼 | – |
| TFCTruist Financial Corp | COM | 5,722 | $24.6 萬 | 0.2% | +5,722 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,602 | $24.5 萬 | 0.2% | −338−17.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,431 | $24.1 萬 | 0.2% | −301−11.0% | 減碼 | – |
| NFLXNetflix Inc | Stock | 179 | $24.0 萬 | 0.2% | +179 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,248 | $23.7 萬 | 0.2% | −259−10.3% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 305 | $23.4 萬 | 0.1% | +305 | 新進 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 3,292 | $22.3 萬 | 0.1% | +3,292 | 新進 | – |
| MCDMcDonalds Corp | Stock | 754 | $22.0 萬 | 0.1% | +86+12.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 800 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,905 | $21.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,431 | $20.9 萬 | 0.1% | +1,431 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,571 | $20.3 萬 | 0.1% | −2,075−44.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,884 | $20.2 萬 | 0.1% | +3,884 | 新進 | – |
2025 年第 1 季之後清倉（42 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 317,026 | $583.0 萬 | 2.5% | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 173,454 | $581.1 萬 | 2.4% | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 782,407 | $535.2 萬 | 2.3% | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 47,059 | $238.3 萬 | 1.0% | – |
| KLACKLA Corp | COM NEW | 3,313 | $225.3 萬 | 0.9% | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,026 | $175.0 萬 | 0.7% | – |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 29,972 | $169.8 萬 | 0.7% | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,286 | $124.5 萬 | 0.5% | – |
| LLYEli Lilly & Co | Stock | 1,274 | $105.2 萬 | 0.4% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,152 | $95.1 萬 | 0.4% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,425 | $91.4 萬 | 0.4% | – |
| iShares MSCI India ETF46429B598 | ETF | 16,217 | $83.5 萬 | 0.4% | – |
| ABBVAbbVie Inc. | Stock | 3,955 | $82.9 萬 | 0.3% | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,072 | $80.9 萬 | 0.3% | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 8,659 | $78.9 萬 | 0.3% | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 14,347 | $74.3 萬 | 0.3% | – |
| GSGoldman Sachs Group Inc | Stock | 1,294 | $70.7 萬 | 0.3% | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 5,292 | $70.0 萬 | 0.3% | – |
| TSLATesla, Inc. | Stock | 2,606 | $67.5 萬 | 0.3% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,636 | $60.1 萬 | 0.3% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,808 | $59.1 萬 | 0.2% | – |
| INTCIntel Corp | Stock | 25,018 | $56.8 萬 | 0.2% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,322 | $44.6 萬 | 0.2% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,645 | $43.9 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 666 | $34.9 萬 | 0.1% | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 4,975 | $34.8 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,222 | $33.1 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 1,901 | $32.5 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,624 | $32.4 萬 | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,987 | $31.4 萬 | 0.1% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,169 | $31.1 萬 | 0.1% | – |
| COPConocoPhillips | Stock | 2,400 | $25.2 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,135 | $24.9 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 3,827 | $24.8 萬 | 0.1% | 歷史 |
| MSTRStrategy Inc | Stock | 852 | $24.6 萬 | 0.1% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,664 | $24.0 萬 | 0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,816 | $23.8 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 670 | $20.9 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,418 | $20.8 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 2,083 | $20.7 萬 | 0.1% | 歷史 |
| RRRichtech Robotics Inc. | CL B | 10,000 | $1.98 萬 | <0.1% | 歷史 |
| OCGNOcugen, Inc. | COM | 10,000 | $7,063 | <0.1% | 歷史 |