13FBOX
Peak Planning Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Peak Planning Group, LLC

No.4596 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.43亿
环比变动 Q1 2026
+$2.87亿+183.5%
持仓股票数
128
新买入
51
加仓
40
减仓
31
清仓
13
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
11.6%11.22%$5,139.1万7.0万股$1,753.2万3.2万股+3.8万股+119.58%加仓
IiShares安硕信托IVV
11.35%10.6%$5,029.5万6.7万股$1,656.2万2.7万股+4.0万股+151.78%加仓
PPGIM ULTRAPULS
8.38%3.47%$3,712.0万74.9万股$542.2万10.9万股+64.0万股+587.49%加仓
伯克希尔哈撒韦BRK.B
6.08%9.03%$2,694.0万5.4万股$1,411.7万2.9万股+2.5万股+85.25%加仓
苹果AAPL
5.33%9.79%$2,362.3万8.2万股$1,530.6万7.5万股+7,036股+9.43%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
4.21%$1,864.2万11.0万股$00股+11.0万股新买入
应用材料AMAT
4.16%0.37%$1,843.5万2.5万股$58.0万3,168股+2.2万股+704.89%加仓
F第一信托交易所交易基金RDVY
4.08%4.37%$1,809.3万22.3万股$682.6万10.9万股+11.4万股+105.17%加仓
英伟达NVDA
2.73%2.87%$1,209.3万6.0万股$449.0万2.8万股+3.2万股+112.68%加仓
微软MSFT
2.31%6.67%$1,021.9万2.7万股$1,043.3万2.1万股+6,420股+30.61%加仓
AAlphabet Inc Class CGOOG
2.28%1.94%$1,011.6万2.9万股$303.7万1.7万股+1.2万股+67.23%加仓
科磊KLAC
2.28%$1,008.4万3.3万股$00股+3.3万股新买入
亚马逊AMZN
1.97%3.86%$871.4万3.7万股$602.6万2.7万股+9,094股+33.11%加仓
EEA SERIES TRUSTFRDM
1.68%$745.0万10.2万股$00股+10.2万股新买入
VanEck ETF信托SMH
1.65%0.8%$730.5万1.1万股$125.7万4,508股+6,630股+147.07%加仓
第一信托·INTER DURATN PFD &FPF
1.64%$727.9万40.1万股$00股+40.1万股新买入
Wells Fargo Inc OppEAD
1.6%$708.8万109.0万股$00股+109.0万股新买入
AAMPLIFY ETF TRDIVO
1.57%0.87%$697.9万15.3万股$136.4万3.2万股+12.1万股+376.24%加仓
谷歌AGOOGL
1.54%1.11%$684.6万1.9万股$173.0万9,814股+9,342股+95.19%加仓
摩根大通JPM
1.41%2.07%$625.1万1.9万股$323.2万1.1万股+7,951股+71.33%加仓
SSPDR标普500 ETFSPY
1.3%1.25%$577.2万7,729股$195.2万3,159股+4,570股+144.67%加仓
MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR
0.71%$315.8万6.2万股$00股+6.2万股新买入
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.7%0.4%$310.1万8.4万股$62.9万1.7万股+6.7万股+399.82%加仓
英特尔INTC
0.65%$289.9万2.1万股$00股+2.1万股新买入
博通AVGO
0.65%0.95%$289.5万7,665股$147.7万5,359股+2,306股+43.03%加仓
SSPDR黄金信托GLD
0.62%1.28%$274.0万7,438股$200.0万6,560股+878股+13.38%加仓
伊顿ETN
0.57%0.91%$252.0万5,913股$142.9万4,004股+1,909股+47.68%加仓
AMD超威AMD
0.56%$246.9万4,251股$00股+4,251股新买入
V先锋领航指数基金VOO
0.52%1.24%$230.3万3,353股$193.9万3,413股-60股-1.76%减仓
VisaV
0.5%0.36%$219.9万6,410股$56.3万1,586股+4,824股+304.16%加仓
A美国世纪ETF信托MID
0.49%$216.8万3.2万股$00股+3.2万股新买入
I景顺交易所交易基金信托RSP
0.48%1.37%$213.2万1.0万股$214.0万1.2万股-1,755股-14.90%减仓
马拉松石油MPC
0.48%0.63%$211.0万8,252股$98.1万5,908股+2,344股+39.68%加仓
F第一信托交易所交易基金FXO
0.47%$206.9万3.3万股$00股+3.3万股新买入
沃尔玛WMT
0.46%0.78%$203.0万1.8万股$122.4万1.3万股+5,414股+43.26%加仓
台积电TSM
0.45%$197.8万4,142股$00股+4,142股新买入
AAvantis·U SAVUV
0.43%$189.0万1.5万股$00股+1.5万股新买入
A美国世纪ETF信托DXIV
0.41%$180.3万2.6万股$00股+2.6万股新买入
SSPDR行业精选信托XLK
0.38%$170.3万8,937股$00股+8,937股新买入
埃克森美孚XOM
0.37%0.64%$165.7万1.2万股$100.5万9,322股+2,801股+30.05%加仓
帕兰提尔PLTR
0.35%0.29%$156.0万1.3万股$44.6万3,272股+1.0万股+308.65%加仓
IiShares安硕信托IEFA
0.35%$155.8万1.6万股$00股+1.6万股新买入
礼来LLY
0.35%$154.2万1,286股$00股+1,286股新买入
美光科技MU
0.34%$149.0万1,291股$00股+1,291股新买入
C资本集团成长ETFCGGR
0.32%0.82%$140.5万3.0万股$128.3万3.2万股-1,791股-5.68%减仓
高盛GS
0.31%$135.7万1,342股$00股+1,342股新买入
IiShares安硕·COREIJR
0.29%0.36%$128.3万8,654股$56.0万5,126股+3,528股+68.83%加仓
TOWNEBANK PORTSMOUTH VATOWN
0.27%0.93%$119.9万3.3万股$145.0万4.2万股-9,350股-22.04%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.26%$113.4万2.2万股$00股+2.2万股新买入
F第一信托交易所交易基金FTCS
0.25%0.62%$111.5万1.2万股$97.1万1.1万股+1,194股+11.18%加仓

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