Peak Planning Group, LLC
CENTENNIAL CO · SEC CIK 0002097384
$4.43亿2026Q2 申报市值
128持仓数
60.2%前十大占比 · 第一大 11.6%
11 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PULS 加仓+$792.36万
IVV 加仓+$220.55万
QQQ 加仓+$193.60万
DIVO 加仓+$172.02万
MU 新建仓+$149.02万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$42.33万
ACIO 减仓-$34.86万
ALLSPRING INCOME 减仓-$34.03万
MSI 减仓-$26.93万
IBIT 减仓-$26.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | AMERICAN CENTY ETF TR | $216.82万 | 0.49% | 31,538 | 1,784 | 6.0% | $12.26万 | 加仓 |
| V | VISA INC | $219.93万 | 0.50% | 6,410 | 97 | 1.5% | $3.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $230.29万 | 0.52% | 3,353 | -187 | -5.3% | -$12.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.95万 | 0.56% | 4,251 | 270 | 6.8% | $15.68万 | 加仓 |
| ETN | EATON CORP PLC | $251.95万 | 0.57% | 5,913 | 87 | 1.5% | $3.71万 | 加仓 |
| GLD | SPDR GOLD TR | $274.00万 | 0.62% | 7,438 | -237 | -3.1% | -$8.73万 | 减仓 |
| AVGO | BROADCOM INC | $289.52万 | 0.65% | 7,665 | 376 | 5.2% | $14.20万 | 加仓 |
| INTC | INTEL CORP | $289.86万 | 0.65% | 20,759 | -1,570 | -7.0% | -$21.92万 | 减仓 |
| USHY | ISHARES TR | $310.10万 | 0.70% | 83,765 | 6,517 | 8.4% | $24.13万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $315.82万 | 0.71% | 62,279 | -25 | -0.0% | -$1,268 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $577.15万 | 1.30% | 7,729 | 235 | 3.1% | $17.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $625.13万 | 1.41% | 19,098 | -231 | -1.2% | -$7.56万 | 减仓 |
| GOOGL | ALPHABET INC | $684.58万 | 1.54% | 19,156 | 164 | 0.9% | $5.86万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $697.88万 | 1.57% | 152,710 | 37,642 | 32.7% | $172.02万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $708.76万 | 1.60% | 1,090,407 | -52,359 | -4.6% | -$34.03万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $727.87万 | 1.64% | 400,589 | 2,796 | 0.7% | $5.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $730.53万 | 1.65% | 11,138 | 1,101 | 11.0% | $72.21万 | 加仓 |
| FRDM | EA SERIES TRUST | $745.05万 | 1.68% | 102,201 | 12,904 | 14.5% | $94.07万 | 加仓 |
| AMZN | AMAZON COM INC | $871.44万 | 1.97% | 36,563 | 302 | 0.8% | $7.20万 | 加仓 |
| KLAC | KLA CORP | $1,008.38万 | 2.28% | 33,422 | 12 | 0.0% | $3,621 | 加仓 |
| GOOG | ALPHABET INC | $1,011.57万 | 2.28% | 28,629 | 332 | 1.2% | $11.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,021.88万 | 2.31% | 27,395 | -446 | -1.6% | -$16.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,209.34万 | 2.73% | 60,440 | 773 | 1.3% | $15.47万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,809.29万 | 4.08% | 223,203 | 9,919 | 4.7% | $80.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,843.53万 | 4.16% | 25,499 | 131 | 0.5% | $9.47万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,864.21万 | 4.21% | 109,569 | 8,585 | 8.5% | $146.07万 | 加仓 |
| AAPL | APPLE INC | $2,362.29万 | 5.33% | 81,639 | -1,463 | -1.8% | -$42.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,693.98万 | 6.08% | 53,838 | 971 | 1.8% | $48.59万 | 加仓 |
| PULS | PGIM ETF TR | $3,712.04万 | 8.38% | 749,150 | 159,912 | 27.1% | $792.36万 | 加仓 |
| IVV | ISHARES TR | $5,029.53万 | 11.35% | 67,160 | 2,945 | 4.6% | $220.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,139.14万 | 11.60% | 69,787 | 2,629 | 3.9% | $193.60万 | 加仓 |