Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2026/5/26 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 94
- 較 2025 年第 2 季 +4
- 總值
- $1.92 億
- 較 2025 年第 2 季 +$3,565 萬 (+22.8%)
| 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 | 38,224 | $2,295 萬 | 12.0% | +6,442+20.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 32,302 | $2,162 萬 | 11.3% | +5,628+21.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 73,363 | $1,868 萬 | 9.7% | −1,240−1.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 31,958 | $1,607 萬 | 8.4% | +2,896+10.0% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 242,173 | $1,207 萬 | 6.3% | +133,204+122.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,739 | $1,074 萬 | 5.6% | −236−1.1% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 132,161 | $888.9 萬 | 4.6% | +23,370+21.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 28,216 | $619.5 萬 | 3.2% | +747+2.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 29,276 | $546.2 萬 | 2.8% | +858+3.0% | 加碼 | 歷史 |
| iShares Tr464287812 | US CONSM STAPLES | 66,519 | $454.9 萬 | 2.4% | +4,514+7.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 16,955 | $412.9 萬 | 2.2% | −165−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,168 | $352.3 萬 | 1.8% | +21+0.2% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 70,686 | $307.0 萬 | 1.6% | +59,686+542.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,870 | $240.0 萬 | 1.2% | +56+0.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,579 | $233.9 萬 | 1.2% | +19+0.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,315 | $214.6 萬 | 1.1% | −460−3.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,150 | $209.8 萬 | 1.1% | −9−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,395 | $207.9 萬 | 1.1% | −18−0.5% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,933 | $193.6 萬 | 1.0% | +1,425+31.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,364 | $177.0 萬 | 0.9% | +5+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,181 | $156.5 萬 | 0.8% | +177+4.4% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 42,431 | $146.7 萬 | 0.8% | 00.0% | 不變 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,224 | $139.2 萬 | 0.7% | −842−2.6% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 31,316 | $137.5 萬 | 0.7% | −236−0.7% | 減碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 30,054 | $133.2 萬 | 0.7% | +30,054 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 34,559 | $130.6 萬 | 0.7% | +17,800+106.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,365 | $127.4 萬 | 0.7% | −149−1.2% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,474 | $111.7 萬 | 0.6% | −2,130−24.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,766 | $111.1 萬 | 0.6% | −142−2.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,689 | $100.1 萬 | 0.5% | +8+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,731 | $98.4 萬 | 0.5% | −591−6.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,663 | $77.9 萬 | 0.4% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 5,000 | $76.8 萬 | 0.4% | −24−0.5% | 減碼 | 歷史 |
| TLNTalen Energy Corp | COM | 1,785 | $75.9 萬 | 0.4% | +109+6.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,238 | $73.8 萬 | 0.4% | −20−1.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,435 | $66.5 萬 | 0.3% | −15−1.0% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 3,556 | $63.3 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,126 | $60.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,694 | $60.8 萬 | 0.3% | −875−19.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,355 | $60.2 萬 | 0.3% | +11,355 | 新進 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 15,231 | $58.3 萬 | 0.3% | +48+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,494 | $56.7 萬 | 0.3% | +6,494 | 新進 | – |
| RYRoyal Bank of Canada | Stock | 3,755 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,943 | $53.7 萬 | 0.3% | −329−10.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,557 | $53.2 萬 | 0.3% | −29−1.8% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 5,150 | $52.3 萬 | 0.3% | −258−4.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,802 | $52.3 萬 | 0.3% | +2,802 | 新進 | – |
| AMATApplied Materials Inc | Stock | 2,487 | $50.9 萬 | 0.3% | −681−21.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,796 | $50.7 萬 | 0.3% | −44−2.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,249 | $50.6 萬 | 0.3% | −143−10.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 6,396 | $49.9 萬 | 0.3% | +6,396 | 新進 | – |
| WFCWells Fargo & Company | Stock | 5,829 | $48.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,915 | $48.1 萬 | 0.3% | −8−0.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,357 | $48.0 萬 | 0.3% | −2,967−28.7% | 減碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 1,046 | $47.8 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,875 | $46.5 萬 | 0.2% | +160+1.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 625 | $45.9 萬 | 0.2% | +20+3.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 588 | $45.4 萬 | 0.2% | −49−7.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,551 | $43.3 萬 | 0.2% | +1,551 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 2,735 | $42.5 萬 | 0.2% | −23−0.8% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 3,500 | $42.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,236 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,814 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,420 | $35.2 萬 | 0.2% | +238+4.6% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,606 | $33.9 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| ARAntero Resources Corp | COM | 9,953 | $33.4 萬 | 0.2% | −3,061−23.5% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 5,313 | $32.9 萬 | 0.2% | +3+0.1% | 加碼 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 3,292 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,612 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,474 | $30.6 萬 | 0.2% | −495−16.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,884 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,011 | $28.5 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 307 | $28.4 萬 | 0.1% | −3−1.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 396 | $27.6 萬 | 0.1% | +91+29.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,793 | $26.0 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 27,808 | $25.3 萬 | 0.1% | −2,017−6.8% | 減碼 | 歷史 |
| iShares Tr464289511 | 10+ YR INVST GRD | 4,907 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| JCIJohnson Controls International plc | Stock | 2,298 | $25.3 萬 | 0.1% | +50+2.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 509 | $24.8 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 548 | $24.4 萬 | 0.1% | +548 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,431 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 3,410 | $23.1 萬 | 0.1% | −614−15.3% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,297 | $23.0 萬 | 0.1% | −407−15.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 753 | $22.9 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 802 | $22.5 萬 | 0.1% | +802 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 4,765 | $22.0 萬 | 0.1% | −2,082−30.4% | 減碼 | – |
| ECLEcolab Inc. | Stock | 800 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 179 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,641 | $21.4 萬 | 0.1% | −525−24.2% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 3,692 | $21.2 萬 | 0.1% | +3,692 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,718 | $21.2 萬 | 0.1% | −1,319−26.2% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 1,907 | $21.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,127 | $20.9 萬 | 0.1% | −475−29.7% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,252 | $20.1 萬 | 0.1% | −12,750−85.0% | 減碼 | – |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 12,190 | $57.9 萬 | 0.4% | – |
| CMECME Group Inc. | COM | 993 | $27.4 萬 | 0.2% | 歷史 |
| TFCTruist Financial Corp | COM | 5,722 | $24.6 萬 | 0.2% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,431 | $24.1 萬 | 0.2% | – |
| MRKMerck & Co., Inc. | Stock | 2,571 | $20.3 萬 | 0.1% | 歷史 |