13F 机构持仓

Peak Planning Group, LLC

CENTENNIAL CO · SEC CIK 0002097384

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 11.6%
QQQ 10.7%
PULS 8.1%
BRK/B 7.0%
AAPL 5.8%
XMMO 4.1%
RDVY 4.0%
NVDA 2.9%
MSFT 2.9%
AMAT 2.4%

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
KKR KKR & CO INC $00.00%0 -2,610-100.0% -$33.27万 清仓
RTX RTX CORPORATION $00.00%0 -1,479-100.0% -$27.13万 清仓
AR ANTERO RESOURCES CORP $00.00%0 -7,391-100.0% -$25.47万 清仓
— METAGENOMI THERAPEUTICS INC $1.68万0.00%12,500 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $20.53万0.06%1,641 00.0% — 不变
MMM 3M CO $20.83万0.06%1,434 20.1% $290 加仓
NFLX NETFLIX INC. $20.96万0.06%2,180 -82-3.6% -$7,884 减仓
FV FIRST TR EXCHANGE TRADED FD $21.02万0.06%3,477 20.1% $121 加仓
ECL ECOLAB INC $21.29万0.06%800 00.0% — 不变
SPGI S&P GLOBAL INC $21.72万0.06%511 10.2% $425 加仓
MCD MCDONALDS CORP $21.75万0.06%700 -36-4.9% -$1.12万 减仓
PH PARKER-HANNIFIN CORP $22.11万0.06%247 00.0% — 不变
CAT CATERPILLAR INC $22.60万0.06%319 319— $22.60万 新建仓
MRK MERCK & CO INC $23.61万0.07%1,963 50.3% $601 加仓
GILD GILEAD SCIENCES INC $23.82万0.07%1,709 -229-11.8% -$3.19万 减仓
TTE TOTALENERGIES SE $24.25万0.07%2,665 2,665— $24.25万 新建仓
IGLB ISHARES TR $24.35万0.07%4,907 00.0% — 不变
EFV ISHARES TR $24.47万0.07%3,291 -142-4.1% -$1.06万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $24.91万0.07%28,897 4971.8% $4,284 加仓
JNJ JOHNSON & JOHNSON $25.27万0.07%1,034 -10-1.0% -$2,444 减仓
QTUM ETF SER SOLUTIONS $25.50万0.07%2,377 441.9% $4,721 加仓
CSCO CISCO SYS INC $27.13万0.08%3,496 70.2% $543 加仓
HD HOME DEPOT INC $28.87万0.08%878 -186-17.5% -$6.12万 减仓
NXST NEXSTAR MEDIA GROUP INC $29.15万0.08%1,612 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $29.73万0.08%1,227 24524.9% $5.94万 加仓
DUK DUKE ENERGY CORP NEW $30.17万0.08%2,304 -66-2.8% -$8,641 减仓
XLE SELECT SECTOR SPDR TR $30.22万0.08%4,933 2,681119.0% $16.42万 重新持有
JCI JOHNSON CONTROLS INTERNATION $30.30万0.08%2,314 80.3% $1,048 加仓
GDXJ VANECK ETF TRUST $30.30万0.08%2,524 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $30.55万0.08%307 00.0% — 不变
GDX VANECK ETF TRUST $32.36万0.09%3,526 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $32.71万0.09%3,973 00.0% — 不变
IYW ISHARES TR $32.91万0.09%1,814 00.0% — 不变
IJH ISHARES TR $33.04万0.09%4,892 -272-5.3% -$1.84万 减仓
FLV AMERICAN CENTY ETF TR $34.30万0.10%4,473 -45-1.0% -$3,451 减仓
COF CAPITAL ONE FINL CORP $35.72万0.10%1,958 100.5% $1,824 加仓
MS MORGAN STANLEY $35.94万0.10%2,184 130.6% $2,139 加仓
VIOO VANGUARD ADMIRAL FDS INC $37.16万0.10%3,236 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $37.23万0.10%2,606 00.0% — 不变
MCK MCKESSON CORP $39.63万0.11%458 -10-2.1% -$8,652 减仓
IUSG ISHARES TR $43.73万0.12%2,819 -130-4.4% -$2.02万 减仓
LOW LOWES COS INC $45.24万0.13%1,915 00.0% — 不变
WFC WELLS FARGO & CO $46.40万0.13%5,829 -2,297-28.3% -$18.29万 减仓
CB CHUBB LTD SWITZ $47.84万0.13%1,468 -227-13.4% -$7.40万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $48.58万0.13%10,330 -2,351-18.5% -$11.06万 减仓
INDA ISHARES TR $48.65万0.13%10,387 -1,494-12.6% -$7.00万 减仓
QQQE DIREXION SHARES ETF TRUST $48.99万0.14%4,972 -179-3.5% -$1.76万 减仓
DVY ISHARES TR $50.51万0.14%3,336 230.7% $3,482 加仓
SDSI AMERICAN CENTY ETF TR $53.74万0.15%10,477 800.8% $4,103 加仓
ACIO ETF SER SOLUTIONS $54.95万0.15%13,096 -91,376-87.5% -$383.40万 减仓
MSI MOTOROLA SOLUTIONS INC $56.41万0.16%1,300 -88-6.3% -$3.82万 减仓
VTV VANGUARD INDEX FDS $56.63万0.16%2,886 -190-6.2% -$3.73万 减仓
EPD ENTERPRISE PRODS PARTNERS L $56.98万0.16%15,058 220.1% $832 加仓
AVEM AMERICAN CENTY ETF TR $57.21万0.16%7,100 87214.0% $7.03万 加仓
IBIT ISHARES BITCOIN TRUST ETF $59.33万0.16%15,443 3,68431.3% $14.15万 加仓
BIV VANGUARD BD INDEX FDS $59.37万0.16%7,692 1,05015.8% $8.10万 加仓
RY ROYAL BK CDA $60.44万0.17%3,736 -19-0.5% -$3,074 减仓
TLN TALEN ENERGY CORP $61.48万0.17%1,926 -472-19.7% -$15.07万 减仓
META META PLATFORMS INC $61.90万0.17%1,082 -76-6.6% -$4.35万 减仓
IWF ISHARES TR $61.91万0.17%1,452 -196-11.9% -$8.36万 减仓
AIQ GLOBAL X FDS $62.62万0.17%13,417 3032.3% $1.41万 加仓
DIA STATE STR SPDR DOW JONES IND $65.45万0.18%1,413 -16-1.1% -$7,411 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $66.75万0.19%15,290 280.2% $1,222 加仓
TSLA TESLA INC $66.92万0.19%1,800 -40-2.2% -$1.49万 减仓
GBIL GOLDMAN SACHS ETF TR $67.12万0.19%6,699 -742-10.0% -$7.43万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $67.63万0.19%1,097 -110-9.1% -$6.78万 减仓
PG PROCTER & GAMBLE CO $67.67万0.19%4,685 -35-0.7% -$5,055 减仓
WELL WELLTOWER INC $70.00万0.19%3,540 -22-0.6% -$4,350 减仓
RJF RAYMOND JAMES FINL INC $74.42万0.21%5,140 -1,038-16.8% -$15.03万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $75.33万0.21%4,741 -58-1.2% -$9,215 减仓
ABBV ABBVIE INC $75.81万0.21%3,486 -179-4.9% -$3.89万 减仓
AMD ADVANCED MICRO DEVICES INC $81.68万0.23%3,981 1945.1% $3.98万 加仓
PPH VANECK ETF TRUST $92.45万0.26%8,900 3524.1% $3.66万 加仓
INTC INTEL CORP $98.54万0.27%22,329 -224-1.0% -$9,885 减仓
IJR ISHARES TR $107.45万0.30%8,643 -112-1.3% -$1.39万 减仓
SCHW SCHWAB CHARLES CORP $111.66万0.31%11,881 -166-1.4% -$1.56万 减仓
TOWN TOWNEBANK PORTSMOUTH VA $112.35万0.31%33,367 -5,229-13.5% -$17.61万 减仓
GS GOLDMAN SACHS GROUP INC $113.28万0.31%1,339 -1-0.1% -$846 减仓
XLK SELECT SECTOR SPDR TR $114.09万0.32%8,585 -72-0.8% -$9,569 减仓
IGSB ISHARES TR $114.96万0.32%21,872 7483.5% $3.93万 加仓
LLY ELI LILLY & CO $117.90万0.33%1,282 90.7% $8,277 加仓
CGGR CAPITAL GROUP GROWTH ETF $120.41万0.33%29,961 -77-0.3% -$3,095 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $122.81万0.34%13,240 -236-1.8% -$2.19万 减仓
CVX CHEVRON CORPORATION $131.49万0.36%6,356 3746.3% $7.74万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $139.29万0.39%4,122 3639.7% $12.27万 加仓
IEFA ISHARES TR $147.60万0.41%16,304 1,63111.1% $14.77万 加仓
QINT AMERICAN CENTY ETF TR $150.55万0.42%23,006 3,52518.1% $23.07万 加仓
AVUV AMERICAN CENTY ETF TR $164.56万0.46%14,897 3982.7% $4.40万 加仓
— AMERICAN CENTY ETF TR $181.78万0.50%29,754 7632.6% $4.66万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $186.47万0.52%33,186 -235-0.7% -$1.32万 减仓
V VISA INC $190.81万0.53%6,313 -133-2.1% -$4.02万 减仓
MPC MARATHON PETE CORP $196.36万0.54%8,042 120.1% $2,930 加仓
ETN EATON CORP PLC $208.37万0.58%5,826 -144-2.4% -$5.15万 减仓
VOO VANGUARD INDEX FDS $211.53万0.59%3,540 -3-0.1% -$1,793 减仓
RSP INVESCO EXCHANGE TRADED FD T $213.75万0.59%11,137 -2,569-18.7% -$49.31万 减仓
— EXXON MOBIL CORP $217.07万0.60%12,795 520.4% $8,822 加仓
WMT WALMART INC $222.82万0.62%17,929 920.5% $1.14万 加仓
PLTR PALANTIR TECHNOLOGIES INC $224.23万0.62%15,329 -1,098-6.7% -$16.06万 减仓
AVGO BROADCOM INC $225.58万0.63%7,289 -51-0.7% -$1.58万 减仓
USHY ISHARES TR $284.58万0.79%77,248 22,28440.5% $82.09万 加仓