PP
Peak Planning Group, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$3.6亿
申报季度: 2026-03-31 · 持股只数: 120
Peak Planning Group, LLC在最新一期 13F 报告中披露了 120 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 13.0%。
机构性格雪花图
- 集中度
- 19.77
- 持仓稳定性
- 13.01
- 动能／逆势
- 100
- 行业集中度
- 89.5
- 多样化
- 100
- 仓位均衡度
- 77.7
近期动向
加仓 PULS
+25.5% US$589.0万
减仓 ACIO
-87.5% -US$401.6万
加仓 DIVO
+267.7% US$376.8万
减仓 MSFT
-0.3% -US$320.1万
减仓 AAPL
-4.7% -US$262.4万
加仓 AMAT
+0.4% US$219.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
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 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.63% | — | +6.02% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.74% | — | +6.26% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 8.08% | +1.55% | +25.53% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.02% | -0.38% | +0.74% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.85% | -0.80% | -4.73% | |
| 6 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 4.06% | +0.58% | +12.63% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.04% | +0.37% | +13.10% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.88% | -0.18% | +1.94% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.93% | -0.32% | |
| 10 | AMAT | Applied Materials INC | 股票-科技 | 2.41% | +0.59% | +0.42% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.25% | — | +7.96% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.09% | -0.30% | -1.88% | |
| 13 | XEADX | Allspring Income Opport | 股票-其他 | 2.05% | -0.21% | -3.90% | |
| 14 | FPF | First Tr Interm Dur & INC | 股票-其他 | 1.94% | -0.10% | +2.14% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.19% | -1.20% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | -0.14% | +0.72% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.43% | +1.04% | +267.75% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.36% | +0.22% | — | |
| 19 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.35% | +0.51% | +52.23% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | -0.09% | -0.25% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.07% | +0.23% | +20.20% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.92% | +0.06% | -0.71% | |
| 23 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.88% | — | +5.80% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.79% | +0.21% | +40.54% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.63% | -0.08% | -0.69% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | -0.20% | -6.68% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | +0.06% | +0.52% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.17% | +0.41% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | -0.15% | -18.74% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | -0.08% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | +0.05% | -2.41% | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.54% | +0.17% | +0.15% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.10% | -2.06% | |
| 34 | FXO | First Trust Financial Alphad | ETF-其他 | 0.52% | — | -0.70% | |
| 35 | MID | American Century Mid Cap Gro | ETF-其他 | 0.50% | — | +2.63% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.46% | +0.05% | +2.75% | |
| 37 | QINT | American Century Qlty Diver | ETF-其他 | 0.42% | +0.07% | +18.09% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.41% | +0.04% | +11.12% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | +0.07% | +9.66% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.10% | +6.25% | |
| 41 | FTCS | First Trust Capital Strength | ETF-其他 | 0.34% | — | -1.75% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.33% | — | -0.26% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | -0.05% | +0.71% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.32% | — | +3.54% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | -0.83% | |
| 46 | GS | Goldman Sachs Group INC | 股票-金融 | 0.31% | — | -0.07% | |
| 47 | TOWN | Towne Bank | 股票-其他 | 0.31% | -0.05% | -13.55% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | — | -1.38% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.30% | — | -1.28% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.27% | +0.04% | -0.99% |
1–50 of 120
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 120 | US$3.6亿 | 13 | |
| 2025-12-31 | 120 | US$3.6亿 | 65 | |
| 2025-09-30 | 94 | US$1.9亿 | 25 | |
| 2025-06-30 | 90 | US$1.6亿 | 54 | |
| 2025-03-31 | 122 | US$2.4亿 | 15 | |
| 2024-12-31 | 116 | US$2.4亿 | 12 | |
| 2024-09-30 | 108 | US$2.3亿 | 19 | |
| 2024-06-30 | 105 | US$2.0亿 | 28 | |
| 2024-03-31 | 76 | US$1.6亿 | 19 | |
| 2023-12-31 | 70 | US$1.4亿 | 15 | |
| 2023-09-30 | 73 | US$1.3亿 | 9 | |
| 2023-06-30 | 77 | US$1.3亿 | 17 | |
| 2023-03-31 | 77 | US$1.2亿 | 15 | |
| 2022-12-31 | 80 | US$1.1亿 | 29 | |
| 2022-09-30 | 77 | US$1.1亿 | 25 | |
| 2022-06-30 | 78 | US$1.2亿 | 30 | |
| 2021-12-31 | 83 | US$1.4亿 | 22 | |
| 2021-09-30 | 77 | US$1.2亿 | 29 | |
| 2021-03-31 | 75 | US$1.0亿 | 42 | |
| 2020-09-30 | 49 | US$7147.1万 | 0 |
本季持股变动
Peak Planning Group, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Kkr & Co INC (KKR); 新建仓: Ss Energy Select Sector (XLE); 清仓: Rtx CORP (RTX); 清仓: Antero Resources CORP (AR); 新建仓: Totalenergies Se.
| # | 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 | +1.6% | +25.53% | 加仓 |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | +1% | +267.75% | 加仓 |
| 3 | AMAT | Applied Materials INC | +0.6% | +0.42% | 加仓 |
| 4 | XMMO | Invesco S&p Midcap Momentum | +0.6% | +12.63% | 加仓 |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.5% | +52.23% | 加仓 |
| 6 | RDVY | First Trust Rising Dividend | +0.4% | +13.10% | 加仓 |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +20.20% | 加仓 |
| 8 | KLAC | Kla CORP | +0.2% | — | 不变 |
| 9 | USHY | Ishares Broad Usd High Yield | +0.2% | +40.54% | 加仓 |
| 10 | MPC | Marathon Petroleum CORP | +0.2% | +0.15% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +0.41% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | +6.25% | 加仓 |
| 13 | QINT | American Century Qlty Diver | +0.1% | +18.09% | 加仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.66% | 加仓 |
| 15 | WMT | Walmart INC | +0.1% | +0.52% | 加仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | -0.71% | 减仓 |
| 17 | ETN | Eaton Corporation plc | +0.1% | -2.41% | 减仓 |
| 18 | AVUV | Avantis US Small Cap Value | +0.1% | +2.75% | 加仓 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | 0% | +11.12% | 加仓 |
| 20 | INTC | Intel CORP | 0% | -0.99% | 减仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | — | +6.02% | 加仓 |
| 22 | TSLA | Tesla INC | 0% | -2.17% | 减仓 |
| 23 | LLY | Eli Lilly & Co | -0.1% | +0.71% | 加仓 |
| 24 | TOWN | Towne Bank | -0.1% | -13.55% | 减仓 |
| 25 | IWF | Ishares Russell 1000 Growth | -0.1% | -11.89% | 减仓 |
| 26 | INDA | Ishares Msci India ETF | -0.1% | -12.57% | 减仓 |
| 27 | RJF | Raymond James Financial INC | -0.1% | -16.80% | 减仓 |
| 28 | WFC | Wells Fargo & Co | -0.1% | -28.27% | 减仓 |
| 29 | AVGO | Broadcom INC | -0.1% | -0.69% | 减仓 |
| 30 | TLN | Talen Energy CORP | -0.1% | -19.68% | 减仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.25% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.1% | -2.06% | 减仓 |
| 33 | FPF | First Tr Interm Dur & INC | -0.1% | +2.14% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.72% | 加仓 |
| 35 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -18.74% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.2% | +1.94% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | -1.20% | 减仓 |
| 38 | PLTR | Palantir Technologies Inc-a | -0.2% | -6.68% | 减仓 |
| 39 | XEADX | Allspring Income Opport | -0.2% | -3.90% | 减仓 |
| 40 | AMZN | Amazon.com INC | -0.3% | -1.88% | 减仓 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.74% | 加仓 |
| 42 | AAPL | Apple INC | -0.8% | -4.73% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.9% | -0.32% | 减仓 |
| 44 | ACIO | Aptus Collared Invest Opp | -1.1% | -87.46% | 减仓 |
| 45 | KKR | Kkr & Co INC | — | EXIT | 清仓 |
| 46 | XLE | Ss Energy Select Sector | — | NEW | 新建仓 |
| 47 | RTX | Rtx CORP | — | EXIT | 清仓 |
| 48 | AR | Antero Resources CORP | — | EXIT | 清仓 |
| 49 | ✓ | Totalenergies Se | — | NEW | 新建仓 |
| 50 | CAT | Caterpillar INC | — | NEW | 新建仓 |
FAQ
Peak Planning Group, LLC 是什么机构？属于哪种投资人类型？
Peak Planning Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.6亿，分布在 120 个已申报仓位之中。
Peak Planning Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Peak Planning Group, LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$4194.6万 (11.6%)
2. Invesco Qqq Trust Series 1 (QQQ) — US$3876.2万 (10.7%)
3. Pgim Ultra Short Bond ETF (PULS) — US$2916.7万 (8.1%)
4. Berkshire Hathaway Inc-cl B (BRK-B) — US$2533.4万 (7.0%)
5. Apple INC (AAPL) — US$2109.0万 (5.8%)
Peak Planning Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peak Planning Group, LLC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 22 个既有持股、减仓 21 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Kkr & Co INC (KKR); 新建仓: Ss Energy Select Sector (XLE); 清仓: Rtx CORP (RTX); 清仓: Antero Resources CORP (AR); 新建仓: Totalenergies Se
Peak Planning Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Peak Planning Group, LLC 的主要板块分布如下：
• Information Technology: 44.8%
• Financials: 27.9%
• Communication Services: 11.0%
• Consumer Discretionary: 7.0%
• Energy: 4.2%
• Health Care: 2.6%