Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 120
- 較 2025 年第 3 季 +26
- 總值
- $3.57 億
- 較 2025 年第 3 季 +$1.65 億 (+85.8%)
| 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 | 60,570 | $4,149 萬 | 11.6% | +28,268+87.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 63,202 | $3,889 萬 | 10.9% | +24,978+65.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 52,480 | $2,638 萬 | 7.4% | +20,522+64.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 87,231 | $2,371 萬 | 6.6% | +13,868+18.9% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 469,386 | $2,328 萬 | 6.5% | +227,213+93.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,929 | $1,351 萬 | 3.8% | +7,190+34.7% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 188,585 | $1,310 萬 | 3.7% | +56,424+42.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 89,663 | $1,241 萬 | 3.5% | +89,663 | 新進 | – |
| NVDANVIDIA Corp | Stock | 58,533 | $1,092 萬 | 3.1% | +29,257+99.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,956 | $853.0 萬 | 2.4% | +8,740+31.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 26,211 | $822.5 萬 | 2.3% | +9,256+54.6% | 加碼 | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,189,088 | $806.2 萬 | 2.3% | +1,189,088 | 新進 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 389,443 | $725.9 萬 | 2.0% | +389,443 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,263 | $649.2 萬 | 1.8% | +22,776+915.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,564 | $630.4 萬 | 1.8% | +8,396+75.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,856 | $590.2 萬 | 1.7% | +8,986+91.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,513 | $512.3 萬 | 1.4% | +4,363+138.5% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 104,472 | $456.5 萬 | 1.3% | +33,786+47.8% | 加碼 | – |
| KLACKLA Corp | COM NEW | 3,341 | $405.9 萬 | 1.1% | +3,341 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,730 | $306.3 萬 | 0.9% | +1,151+17.5% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 58,891 | $303.3 萬 | 0.9% | +58,891 | 新進 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 58,658 | $300.7 萬 | 0.8% | +28,604+95.2% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 8,350 | $300.7 萬 | 0.8% | +2,417+40.7% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 16,427 | $292.0 萬 | 0.8% | +13,484+458.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,706 | $262.6 萬 | 0.7% | +2,391+21.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,340 | $254.0 萬 | 0.7% | +1,976+36.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,446 | $226.1 萬 | 0.6% | +4,889+314.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,543 | $222.2 萬 | 0.6% | +148+4.4% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 54,964 | $205.5 萬 | 0.6% | +20,405+59.0% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,421 | $201.7 萬 | 0.6% | +33,421 | 新進 | – |
| WMTWalmart Inc. | Stock | 17,837 | $198.7 萬 | 0.6% | +5,472+44.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,970 | $190.1 萬 | 0.5% | +1,789+42.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 28,991 | $188.9 萬 | 0.5% | +28,991 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 12,743 | $153.4 萬 | 0.4% | +4,012+46.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,499 | $147.9 萬 | 0.4% | +14,499 | 新進 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,290 | $139.2 萬 | 0.4% | +66+0.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,273 | $136.8 萬 | 0.4% | +1,273 | 新進 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 30,038 | $133.6 萬 | 0.4% | −1,278−4.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,673 | $131.3 萬 | 0.4% | +8,179+125.9% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 8,030 | $130.6 萬 | 0.4% | +2,264+39.3% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 38,596 | $128.8 萬 | 0.4% | −3,835−9.0% | 減碼 | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 19,481 | $125.1 萬 | 0.4% | +19,481 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 13,476 | $124.7 萬 | 0.3% | +2,787+26.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,657 | $124.6 萬 | 0.3% | +8,657 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 12,047 | $120.4 萬 | 0.3% | +12,047 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,340 | $117.8 萬 | 0.3% | +1,340 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,759 | $114.2 萬 | 0.3% | +2,208+142.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 21,124 | $111.7 萬 | 0.3% | +9,769+86.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,755 | $105.2 萬 | 0.3% | +3,629+70.8% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 6,178 | $99.2 萬 | 0.3% | −296−4.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,982 | $91.2 萬 | 0.3% | +3,247+118.7% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 2,398 | $89.9 萬 | 0.3% | +613+34.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 8,548 | $88.2 萬 | 0.2% | +8,548 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 3,665 | $83.7 萬 | 0.2% | +3,665 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 22,553 | $83.2 萬 | 0.2% | +22,553 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,840 | $82.8 萬 | 0.2% | +1,292+235.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,787 | $81.9 萬 | 0.2% | +3,787 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 4,799 | $80.8 萬 | 0.2% | +4,799 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,648 | $78.0 萬 | 0.2% | −15−0.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,158 | $76.4 萬 | 0.2% | +533+85.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 8,126 | $75.7 萬 | 0.2% | +2,297+39.4% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,441 | $74.4 萬 | 0.2% | +7,441 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,207 | $72.8 萬 | 0.2% | −31−2.5% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,429 | $68.7 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,720 | $67.6 萬 | 0.2% | −280−5.6% | 減碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 13,114 | $66.7 萬 | 0.2% | +13,114 | 新進 | – |
| WELLWelltower Inc. | REIT | 3,562 | $66.1 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 11,881 | $64.2 萬 | 0.2% | +11,881 | 新進 | – |
| RYRoyal Bank of Canada | Stock | 3,755 | $64.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,076 | $58.8 萬 | 0.2% | +274+9.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 12,681 | $58.4 萬 | 0.2% | +7,916+166.1% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 11,759 | $58.4 萬 | 0.2% | +6,339+117.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 15,262 | $57.8 萬 | 0.2% | +31+0.2% | 加碼 | – |
| American Centy ETF Tr025072257 | SHORT DURTN STRG | 10,397 | $53.6 萬 | 0.2% | +10,397 | 新進 | – |
| MSIMotorola Solutions, Inc. | Stock | 1,388 | $53.2 萬 | 0.1% | +342+32.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,695 | $52.9 萬 | 0.1% | −101−5.6% | 減碼 | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 5,151 | $52.7 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 6,642 | $51.7 萬 | 0.1% | +246+3.8% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,949 | $49.5 萬 | 0.1% | −745−20.2% | 減碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $48.4 萬 | 0.1% | +2,606 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 15,036 | $48.2 萬 | 0.1% | +161+1.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 6,228 | $48.0 萬 | 0.1% | +6,228 | 新進 | – |
| COFCapital One Financial Corp | Stock | 1,948 | $47.2 萬 | 0.1% | +1,948 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,313 | $46.8 萬 | 0.1% | +3,313 | 新進 | – |
| LOWLowes Companies Inc | Stock | 1,915 | $46.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 3,973 | $40.9 萬 | 0.1% | +473+13.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,171 | $38.5 萬 | 0.1% | +2,171 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 468 | $38.4 萬 | 0.1% | −120−20.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,064 | $36.6 萬 | 0.1% | −185−14.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,814 | $36.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,236 | $35.9 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 4,518 | $34.2 萬 | 0.1% | +4,518 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,164 | $34.1 萬 | 0.1% | −2,193−29.8% | 減碼 | – |
| KKRKKR & Co. Inc. | COM | 2,610 | $33.3 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,612 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,526 | $30.2 萬 | 0.1% | −358−9.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 982 | $29.1 萬 | 0.1% | −29−2.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,524 | $28.7 萬 | 0.1% | −768−23.3% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 2,370 | $27.8 萬 | 0.1% | −104−4.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,306 | $27.6 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（7 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287812 | US CONSM STAPLES | 66,519 | $454.9 萬 | 2.4% | – |
| SPOTSpotify Technology S.A. | Stock | 396 | $27.6 萬 | 0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,297 | $23.0 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 802 | $22.5 萬 | 0.1% | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 3,692 | $21.2 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,718 | $21.2 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,252 | $20.1 萬 | 0.1% | – |