Peak Planning Group, LLC — Q2 2025 13F 持股

Name: Peak Planning Group, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002097384

申报总市值

US$3.6亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	11.22%	—	-32.68%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.60%	—	-43.30%
3	AAPL	Apple INC	股票-科技	9.79%	-0.80%	-21.56%
4	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	9.03%	-0.38%	-31.67%
5	MSFT	Microsoft CORP	股票-科技	6.67%	-0.93%	-25.20%
6	RDVY	First Trust Rising Dividend	ETF-其他	4.37%	+0.37%	-10.20%
7	AMZN	Amazon.com INC	股票-周期性消费	3.86%	-0.30%	-23.15%
8	PULS	Pgim Ultra Short Bond ETF	ETF-其他	3.47%	+1.55%	+80.65%
9	NVDA	Nvidia CORP	股票-科技	2.87%	-0.18%	-47.83%
10	IYK	Ishares US Consumer Staples	ETF-其他	2.80%	—	—
11	JPM	Jpmorgan Chase & Co	股票-金融	2.07%	-0.19%	-40.24%
12	GOOG	Alphabet Inc-cl C	股票-通信服务	1.94%	—	-37.50%
13	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.37%	-0.15%	-37.80%
14	GLD	Spdr Gold Shares	ETF-避险与商品	1.28%	+0.06%	-17.52%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.25%	-0.09%	-60.62%
16	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.24%	—	+7.63%
17	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.11%	-0.14%	-50.64%
18	AVGO	Broadcom INC	股票-科技	0.95%	-0.08%	-17.38%
19	TOWN	Towne Bank	股票-其他	0.93%	-0.05%	-4.78%
20	ETN	Eaton Corporation plc	股票-工业	0.91%	+0.05%	-24.20%
21	DIVO	Amplify Cwp Enhan Divid ETF	ETF-其他	0.87%	+1.04%	+0.48%
22	RJF	Raymond James Financial INC	股票-金融	0.84%	-0.07%	-7.37%
23	CGGR	Cap Group Growth Equity	ETF-其他	0.82%	—	-2.88%
24	XLE	Ss Energy Select Sector	ETF-其他	0.81%	+0.08%	NEW
25	SMH	Vaneck Semiconductor ETF	ETF-其他	0.80%	+0.23%	+55.82%
26	WMT	Walmart INC	股票-非周期性消费	0.78%	+0.06%	-27.90%
27	XOM	Exxon Mobil CORP	股票-能源	0.64%	+0.17%	-39.43%
28	MPC	Marathon Petroleum CORP	股票-能源	0.63%	+0.17%	-31.73%
29	FTCS	First Trust Capital Strength	ETF-其他	0.62%	—	-42.11%
30	PG	Procter & Gamble Co/the	股票-非周期性消费	0.51%	—	+172.16%
31	MDY	State Street Spdr S&p Midcap	ETF-其他	0.46%	—	-2.56%
32	IWF	Ishares Russell 1000 Growth	ETF-其他	0.45%	-0.05%	-34.55%
33	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.44%	—	-6.16%
34	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.41%	—	-29.32%
35	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.41%	—	-5.48%
36	USHY	Ishares Broad Usd High Yield	ETF-非投资级债	0.40%	+0.21%	+44.95%
37	AMAT	Applied Materials INC	股票-科技	0.37%	+0.59%	-88.87%
38	EPI	Wisdomtree India Earnings	ETF-其他	0.37%	—	+45.81%
39	EMLP	First Trust North American E	ETF-其他	0.36%	—	-18.36%
40	V	Visa Inc-class A Shares	股票-金融	0.36%	-0.10%	-75.59%
41	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.36%	—	-49.32%
42	WELL	Welltower INC	股票-房地产	0.35%	—	+0.28%
43	CB	Chubb Limited	股票-金融	0.34%	—	-29.56%
44	QQQE	Dirx Nasdaq-100eq Wi Etf-usd	ETF-科技型	0.34%	—	-4.99%
45	AR	Antero Resources CORP	股票-能源	0.34%	-0.07%	EXIT
46	HD	Home Depot INC	股票-周期性消费	0.33%	—	-13.00%
47	RY	Royal Bank Of Canada	股票-金融	0.32%	—	-1.16%
48	TLN	Talen Energy CORP	股票-公用事业	0.31%	-0.08%	+4.29%
49	WFC	Wells Fargo & Co	股票-金融	0.30%	-0.08%	+1.48%
50	MCK	Mckesson CORP	股票-医疗保健	0.30%	—	—

1–50 of 90

本季持股变动

Peak Planning Group, LLC 于截至 Q2 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	PULS	Pgim Ultra Short Bond ETF	+2.2%	+80.65%	加仓
2	QQQ	Invesco Qqq Trust Series 1	+1.9%	-32.68%	减仓
3	AMZN	Amazon.com INC	+1%	-23.15%	减仓
4	AAPL	Apple INC	+0.9%	-21.56%	减仓
5	SMH	Vaneck Semiconductor ETF	+0.5%	+55.82%	加仓
6	AVGO	Broadcom INC	+0.5%	-17.38%	减仓
7	NVDA	Nvidia CORP	+0.4%	-47.83%	减仓
8	PG	Procter & Gamble Co/the	+0.4%	+172.16%	加仓
9	JPM	Jpmorgan Chase & Co	+0.2%	-40.24%	减仓
10	GOOG	Alphabet Inc-cl C	+0.1%	-37.50%	减仓
11	XLE	Ss Energy Select Sector	0%	-25.17%	减仓
12	RSP	Invesco S&p 500 Equal Weight	0%	-37.80%	减仓
13	FTCS	First Trust Capital Strength	-0.1%	-42.11%	减仓
14	IJR	Ishares Core S&p Small-cap E	-0.1%	-49.32%	减仓
15	XOM	Exxon Mobil CORP	-0.1%	-39.43%	减仓
16	PLTR	Palantir Technologies Inc-a	-0.2%	-74.86%	减仓
17	FVD	First Trust Value Line Dvd	-0.2%	-65.21%	减仓
18	GOOGL	Alphabet Inc-cl A	-0.2%	-50.64%	减仓
19	CVX	Chevron CORP	-0.2%	-58.38%	减仓
20	BRK-B	Berkshire Hathaway Inc-cl B	-0.5%	-31.67%	减仓
21	IVV	Ishares Core S&p 500 ETF	-0.5%	-43.30%	减仓
22	V	Visa Inc-class A Shares	-0.6%	-75.59%	减仓
23	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	-60.62%	减仓
24	AMAT	Applied Materials INC	-1.4%	-88.87%	减仓
25	FPF	First Tr Interm Dur & INC	—	EXIT	清仓
26	SDVY	First Trust Smid Cap Rising	—	EXIT	清仓
27	XEADX	Allspring Income Opport	—	EXIT	清仓
28	IYK	Ishares US Consumer Staples	—	NEW	新建仓
29	EVTR	Eaton Vance Total Return	—	EXIT	清仓
30	KLAC	Kla CORP	—	EXIT	清仓
31	FXO	First Trust Financial Alphad	—	EXIT	清仓
32	MID	American Century Mid Cap Gro	—	EXIT	清仓
33	AVUV	Avantis US Small Cap Value	—	EXIT	清仓
34	LLY	Eli Lilly & Co	—	EXIT	清仓
35	SCHW	Schwab (charles) CORP	—	EXIT	清仓
36	XLK	Ss Technology Select Sector	—	EXIT	清仓
37	INDA	Ishares Msci India ETF	—	EXIT	清仓
38	ABBV	Abbvie INC	—	EXIT	清仓
39	GBIL	Goldman Sachs Access Treasur	—	EXIT	清仓
40	PPH	Vaneck Pharmaceutical ETF	—	EXIT	清仓
41	QINT	American Century Qlty Diver	—	EXIT	清仓
42	GS	Goldman Sachs Group INC	—	EXIT	清仓
43	FXL	First Trust Technology Alpha	—	EXIT	清仓
44	TSLA	Tesla INC	—	EXIT	清仓
45	CHKP	Check Point Software Technologies Ltd.	—	EXIT	清仓
46	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清仓
47	INTC	Intel CORP	—	EXIT	清仓
48	ACIO	Aptus Collared Invest Opp	—	NEW	新建仓
49	DVY	Ishares Select Dividend ETF	—	EXIT	清仓
50	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	清仓