Peak Planning Group, LLC
- SEC CIK
- 0002097384
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 128
- 較 2026 年第 1 季 +8
- 總值
- $4.43 億
- 較 2026 年第 1 季 +$8,232 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 | 69,787 | $5,139 萬 | 11.6% | +2,629+3.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 67,160 | $5,030 萬 | 11.3% | +2,945+4.6% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 749,150 | $3,712 萬 | 8.4% | +159,912+27.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 53,838 | $2,694 萬 | 6.1% | +971+1.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 81,639 | $2,362 萬 | 5.3% | −1,463−1.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 109,569 | $1,864 萬 | 4.2% | +8,585+8.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 25,499 | $1,844 萬 | 4.2% | +131+0.5% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 223,203 | $1,809 萬 | 4.1% | +9,919+4.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 60,440 | $1,209 萬 | 2.7% | +773+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,395 | $1,022 萬 | 2.3% | −446−1.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 28,629 | $1,012 萬 | 2.3% | +332+1.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 33,422 | $1,008 萬 | 2.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,563 | $871.4 萬 | 2.0% | +302+0.8% | 加碼 | 歷史 |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 102,201 | $745.0 萬 | 1.7% | +12,904+14.5% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 11,138 | $730.5 萬 | 1.6% | +1,101+11.0% | 加碼 | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 400,589 | $727.9 萬 | 1.6% | +2,796+0.7% | 加碼 | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,090,407 | $708.8 萬 | 1.6% | −52,359−4.6% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 152,710 | $697.9 萬 | 1.6% | +37,642+32.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 19,156 | $684.6 萬 | 1.5% | +164+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,098 | $625.1 萬 | 1.4% | −231−1.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,729 | $577.2 萬 | 1.3% | +235+3.1% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 62,279 | $315.8 萬 | 0.7% | −250.0% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 83,765 | $310.1 萬 | 0.7% | +6,517+8.4% | 加碼 | – |
| INTCIntel Corp | Stock | 20,759 | $289.9 萬 | 0.7% | −1,570−7.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,665 | $289.5 萬 | 0.7% | +376+5.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,438 | $274.0 萬 | 0.6% | −237−3.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,913 | $252.0 萬 | 0.6% | +87+1.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,251 | $246.9 萬 | 0.6% | +270+6.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,353 | $230.3 萬 | 0.5% | −187−5.3% | 減碼 | – |
| VVisa Inc. | Stock | 6,410 | $219.9 萬 | 0.5% | +97+1.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 31,538 | $216.8 萬 | 0.5% | +1,784+6.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,020 | $213.2 萬 | 0.5% | −1,117−10.0% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 8,252 | $211.0 萬 | 0.5% | +210+2.6% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,121 | $206.9 萬 | 0.5% | −65−0.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 17,928 | $203.0 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,142 | $197.8 萬 | 0.4% | +20+0.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,149 | $189.0 萬 | 0.4% | +252+1.7% | 加碼 | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 25,968 | $180.3 萬 | 0.4% | +2,962+12.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,937 | $170.3 萬 | 0.4% | +352+4.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,123 | $165.7 萬 | 0.4% | −672−5.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 13,371 | $156.0 萬 | 0.4% | −1,958−12.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,131 | $155.8 萬 | 0.4% | −173−1.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,286 | $154.2 萬 | 0.3% | +4+0.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,291 | $149.0 萬 | 0.3% | +1,291 | 新進 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 29,761 | $140.5 萬 | 0.3% | −200−0.7% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,342 | $135.7 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,654 | $128.3 萬 | 0.3% | +11+0.1% | 加碼 | – |
| Townebank Portsmouth Va89214P109 | COM | 33,081 | $119.9 萬 | 0.3% | −286−0.9% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 21,641 | $113.4 萬 | 0.3% | −231−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,875 | $111.5 萬 | 0.3% | −1,365−10.3% | 減碼 | – |
| CVXChevron Corp | Stock | 6,241 | $103.4 萬 | 0.2% | −115−1.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 4,741 | $103.0 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 9,187 | $100.5 萬 | 0.2% | +287+3.2% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 4,673 | $96.7 萬 | 0.2% | +937+25.1% | 加碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 13,755 | $90.2 萬 | 0.2% | +338+2.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,487 | $87.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,047 | $83.5 萬 | 0.2% | −2,834−23.9% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 3,406 | $77.3 萬 | 0.2% | −134−3.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 7,918 | $76.4 萬 | 0.2% | +818+11.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,814 | $76.3 萬 | 0.2% | +14+0.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,047 | $73.6 萬 | 0.2% | −50−4.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,373 | $71.7 萬 | 0.2% | −40−2.8% | 減碼 | 歷史 |
| TLNTalen Energy Corp | COM | 1,866 | $71.7 萬 | 0.2% | −60−3.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 6,707 | $67.2 萬 | 0.2% | +8+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 15,319 | $66.6 萬 | 0.2% | +29+0.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,268 | $65.4 萬 | 0.1% | −540−9.3% | 減碼依 4 比 1 拆股換算 | – |
| RJFRaymond James Financial Inc | COM | 4,247 | $64.6 萬 | 0.1% | −893−17.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,327 | $63.5 萬 | 0.1% | −358−7.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,880 | $62.8 萬 | 0.1% | −6−0.2% | 減碼 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 4,973 | $60.7 萬 | 0.1% | +10.0% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 7,642 | $58.6 萬 | 0.1% | −50−0.7% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,104 | $55.5 萬 | 0.1% | +46+0.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 971 | $54.7 萬 | 0.1% | −111−10.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,356 | $52.5 萬 | 0.1% | +20+0.6% | 加碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 10,387 | $51.3 萬 | 0.1% | 00.0% | 不變 | – |
| Defiance Quantum ETF26922A420 | ETF | 2,957 | $48.9 萬 | 0.1% | +580+24.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 5,829 | $48.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,660 | $46.7 萬 | 0.1% | +433+35.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,368 | $46.6 萬 | 0.1% | −100−6.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,191 | $45.8 萬 | 0.1% | +7+0.3% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,814 | $45.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,396 | $45.1 萬 | 0.1% | −423−15.0% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,236 | $44.5 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 975 | $42.2 萬 | 0.1% | +975 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,915 | $42.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 8,495 | $40.9 萬 | 0.1% | −1,835−17.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 3,466 | $40.7 萬 | 0.1% | −30−0.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,968 | $39.5 萬 | 0.1% | +10+0.5% | 加碼 | 歷史 |
| American Centy ETF Tr025072257 | SHORT DURTN STRG | 7,449 | $38.2 萬 | 0.1% | −3,028−28.9% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 859 | $37.1 萬 | 0.1% | +859 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,777 | $36.8 萬 | 0.1% | −115−2.4% | 減碼 | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 4,493 | $36.5 萬 | 0.1% | +20+0.4% | 加碼 | – |
| MCKMcKesson Corp | Stock | 458 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 2,606 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 319 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,320 | $33.9 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 2,581 | $33.1 萬 | 0.1% | +2,581 | 新進 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,928 | $32.9 萬 | 0.1% | +1,928 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 3,597 | $32.2 萬 | 0.1% | −376−9.5% | 減碼 | 歷史 |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 7,760 | $31.1 萬 | 0.1% | +7,760 | 新進 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。