Peak Planning Group, LLC
CENTENNIAL CO · SEC CIK 0002097384
$3.61亿2026Q1 申报市值
120持仓数
59.6%前十大占比 · 第一大 11.6%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PULS 加仓+$593.27万
DIVO 加仓+$375.75万
IVV 加仓+$238.10万
QQQ 加仓+$228.33万
RDVY 加仓+$168.64万
2026Q1 卖出最多 按季末市值估算
ACIO 减仓-$383.40万
AAPL 减仓-$104.79万
RSP 减仓-$49.31万
KKR 清仓-$33.27万
ALLSPRING INCOME 减仓-$30.02万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EVTR | MORGAN STANLEY ETF TRUST | $316.19万 | 0.88% | 62,304 | 3,413 | 5.8% | $17.32万 | 加仓 |
| GLD | SPDR GOLD TR | $330.25万 | 0.92% | 7,675 | -55 | -0.7% | -$2.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $384.82万 | 1.07% | 10,037 | 1,687 | 20.2% | $64.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $487.39万 | 1.35% | 7,494 | -19 | -0.3% | -$1.24万 | 减仓 |
| FRDM | EA SERIES TRUST | $488.01万 | 1.35% | 89,297 | 30,639 | 52.2% | $167.44万 | 加仓 |
| KLAC | KLA CORP | $491.83万 | 1.36% | 3,341 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $516.08万 | 1.43% | 115,068 | 83,778 | 267.7% | $375.75万 | 加仓 |
| GOOGL | ALPHABET INC | $546.13万 | 1.51% | 18,992 | 136 | 0.7% | $3.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $568.57万 | 1.58% | 19,329 | -235 | -1.2% | -$6.91万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $701.31万 | 1.94% | 397,793 | 8,350 | 2.1% | $14.72万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $740.51万 | 2.05% | 1,142,766 | -46,322 | -3.9% | -$30.02万 | 减仓 |
| AMZN | AMAZON COM INC | $755.21万 | 2.09% | 36,261 | -695 | -1.9% | -$14.47万 | 减仓 |
| GOOG | ALPHABET INC | $811.72万 | 2.25% | 28,297 | 2,086 | 8.0% | $59.84万 | 加仓 |
| AMAT | APPLIED MATLS INC | $868.54万 | 2.41% | 25,368 | 105 | 0.4% | $3.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,030.61万 | 2.86% | 27,841 | -88 | -0.3% | -$3.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,040.59万 | 2.88% | 59,667 | 1,134 | 1.9% | $19.78万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,456.30万 | 4.04% | 213,284 | 24,699 | 13.1% | $168.64万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,464.47万 | 4.06% | 100,984 | 11,321 | 12.6% | $164.18万 | 加仓 |
| AAPL | APPLE INC | $2,109.05万 | 5.85% | 83,102 | -4,129 | -4.7% | -$104.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,533.37万 | 7.02% | 52,867 | 387 | 0.7% | $18.54万 | 加仓 |
| PULS | PGIM ETF TR | $2,916.73万 | 8.08% | 589,238 | 119,852 | 25.5% | $593.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,876.25万 | 10.74% | 67,158 | 3,956 | 6.3% | $228.33万 | 加仓 |
| IVV | ISHARES TR | $4,194.63万 | 11.63% | 64,215 | 3,645 | 6.0% | $238.10万 | 加仓 |