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 |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 4,251 | $246.9 萬 | 0.6% | +270+6.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,913 | $252.0 萬 | 0.6% | +87+1.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,438 | $274.0 萬 | 0.6% | −237−3.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,665 | $289.5 萬 | 0.7% | +376+5.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 20,759 | $289.9 萬 | 0.7% | −1,570−7.0% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 83,765 | $310.1 萬 | 0.7% | +6,517+8.4% | 加碼 | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 62,279 | $315.8 萬 | 0.7% | −250.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,729 | $577.2 萬 | 1.3% | +235+3.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,098 | $625.1 萬 | 1.4% | −231−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,156 | $684.6 萬 | 1.5% | +164+0.9% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 152,710 | $697.9 萬 | 1.6% | +37,642+32.7% | 加碼 | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,090,407 | $708.8 萬 | 1.6% | −52,359−4.6% | 減碼 | 歷史 |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 400,589 | $727.9 萬 | 1.6% | +2,796+0.7% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 11,138 | $730.5 萬 | 1.6% | +1,101+11.0% | 加碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 102,201 | $745.0 萬 | 1.7% | +12,904+14.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 36,563 | $871.4 萬 | 2.0% | +302+0.8% | 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 |
| GOOGAlphabet Inc. | Stock | 28,629 | $1,012 萬 | 2.3% | +332+1.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,395 | $1,022 萬 | 2.3% | −446−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 60,440 | $1,209 萬 | 2.7% | +773+1.3% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 223,203 | $1,809 萬 | 4.1% | +9,919+4.7% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 25,499 | $1,844 萬 | 4.2% | +131+0.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 109,569 | $1,864 萬 | 4.2% | +8,585+8.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 81,639 | $2,362 萬 | 5.3% | −1,463−1.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 53,838 | $2,694 萬 | 6.1% | +971+1.8% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 749,150 | $3,712 萬 | 8.4% | +159,912+27.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 67,160 | $5,030 萬 | 11.3% | +2,945+4.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,787 | $5,139 萬 | 11.6% | +2,629+3.9% | 加碼 | – |
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。