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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $5,139.14万 | 11.60% | 69,787 | 2,629 | 3.9% | $193.60万 | 加仓 |
| IVV | ISHARES TR | $5,029.53万 | 11.35% | 67,160 | 2,945 | 4.6% | $220.55万 | 加仓 |
| PULS | PGIM ETF TR | $3,712.04万 | 8.38% | 749,150 | 159,912 | 27.1% | $792.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,693.98万 | 6.08% | 53,838 | 971 | 1.8% | $48.59万 | 加仓 |
| AAPL | APPLE INC | $2,362.29万 | 5.33% | 81,639 | -1,463 | -1.8% | -$42.33万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,864.21万 | 4.21% | 109,569 | 8,585 | 8.5% | $146.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,843.53万 | 4.16% | 25,499 | 131 | 0.5% | $9.47万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,209.34万 | 2.73% | 60,440 | 773 | 1.3% | $15.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,021.88万 | 2.31% | 27,395 | -446 | -1.6% | -$16.64万 | 减仓 |
| GOOG | ALPHABET INC | $1,011.57万 | 2.28% | 28,629 | 332 | 1.2% | $11.73万 | 加仓 |
| KLAC | KLA CORP | $1,008.38万 | 2.28% | 33,422 | 12 | 0.0% | $3,621 | 加仓 |
| AMZN | AMAZON COM INC | $871.44万 | 1.97% | 36,563 | 302 | 0.8% | $7.20万 | 加仓 |
| FRDM | EA SERIES TRUST | $745.05万 | 1.68% | 102,201 | 12,904 | 14.5% | $94.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $730.53万 | 1.65% | 11,138 | 1,101 | 11.0% | $72.21万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $727.87万 | 1.64% | 400,589 | 2,796 | 0.7% | $5.08万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $708.76万 | 1.60% | 1,090,407 | -52,359 | -4.6% | -$34.03万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $697.88万 | 1.57% | 152,710 | 37,642 | 32.7% | $172.02万 | 加仓 |
| GOOGL | ALPHABET INC | $684.58万 | 1.54% | 19,156 | 164 | 0.9% | $5.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $625.13万 | 1.41% | 19,098 | -231 | -1.2% | -$7.56万 | 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 |
| EVTR | MORGAN STANLEY ETF TRUST | $315.82万 | 0.71% | 62,279 | -25 | -0.0% | -$1,268 | 减仓 |
| USHY | ISHARES TR | $310.10万 | 0.70% | 83,765 | 6,517 | 8.4% | $24.13万 | 加仓 |
| INTC | INTEL CORP | $289.86万 | 0.65% | 20,759 | -1,570 | -7.0% | -$21.92万 | 减仓 |
| AVGO | BROADCOM INC | $289.52万 | 0.65% | 7,665 | 376 | 5.2% | $14.20万 | 加仓 |
| GLD | SPDR GOLD TR | $274.00万 | 0.62% | 7,438 | -237 | -3.1% | -$8.73万 | 减仓 |
| ETN | EATON CORP PLC | $251.95万 | 0.57% | 5,913 | 87 | 1.5% | $3.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.95万 | 0.56% | 4,251 | 270 | 6.8% | $15.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $230.29万 | 0.52% | 3,353 | -187 | -5.3% | -$12.84万 | 减仓 |
| V | VISA INC | $219.93万 | 0.50% | 6,410 | 97 | 1.5% | $3.33万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $216.82万 | 0.49% | 31,538 | 1,784 | 6.0% | $12.26万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $213.19万 | 0.48% | 10,020 | -1,117 | -10.0% | -$23.77万 | 减仓 |
| MPC | MARATHON PETE CORP | $210.97万 | 0.48% | 8,252 | 210 | 2.6% | $5.37万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $206.87万 | 0.47% | 33,121 | -65 | -0.2% | -$4,060 | 减仓 |
| WMT | WALMART INC | $203.05万 | 0.46% | 17,928 | -1 | -0.0% | -$113 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $197.83万 | 0.45% | 4,142 | 20 | 0.5% | $9,552 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $189.00万 | 0.43% | 15,149 | 252 | 1.7% | $3.14万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $180.30万 | 0.41% | 25,968 | 2,962 | 12.9% | $20.57万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $170.27万 | 0.38% | 8,937 | 352 | 4.1% | $6.71万 | 加仓 |
| — | EXXON MOBIL CORP | $165.74万 | 0.37% | 12,123 | -672 | -5.3% | -$9.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $156.00万 | 0.35% | 13,371 | -1,958 | -12.8% | -$22.84万 | 减仓 |
| IEFA | ISHARES TR | $155.80万 | 0.35% | 16,131 | -173 | -1.1% | -$1.67万 | 减仓 |
| LLY | ELI LILLY & CO | $154.24万 | 0.35% | 1,286 | 4 | 0.3% | $4,798 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $149.02万 | 0.34% | 1,291 | 1,291 | — | $149.02万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $140.47万 | 0.32% | 29,761 | -200 | -0.7% | -$9,440 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $135.68万 | 0.31% | 1,342 | 3 | 0.2% | $3,033 | 加仓 |
| IJR | ISHARES TR | $128.34万 | 0.29% | 8,654 | 11 | 0.1% | $1,631 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $119.89万 | 0.27% | 33,081 | -286 | -0.9% | -$1.04万 | 减仓 |
| IGSB | ISHARES TR | $113.42万 | 0.26% | 21,641 | -231 | -1.1% | -$1.21万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $111.53万 | 0.25% | 11,875 | -1,365 | -10.3% | -$12.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $103.45万 | 0.23% | 6,241 | -115 | -1.8% | -$1.91万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $103.00万 | 0.23% | 4,741 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $100.45万 | 0.23% | 9,187 | 287 | 3.2% | $3.14万 | 加仓 |
| RY | ROYAL BK CDA | $96.72万 | 0.22% | 4,673 | 937 | 25.1% | $19.39万 | 加仓 |
| AIQ | GLOBAL X FDS | $90.25万 | 0.20% | 13,755 | 338 | 2.5% | $2.22万 | 加仓 |
| ABBV | ABBVIE INC | $87.75万 | 0.20% | 3,487 | 1 | 0.0% | $252 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $83.48万 | 0.19% | 9,047 | -2,834 | -23.9% | -$26.15万 | 减仓 |
| WELL | WELLTOWER INC | $77.31万 | 0.17% | 3,406 | -134 | -3.8% | -$3.04万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $76.40万 | 0.17% | 7,918 | 818 | 11.5% | $7.89万 | 加仓 |
| TSLA | TESLA INC | $76.31万 | 0.17% | 1,814 | 14 | 0.8% | $5,889 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $73.61万 | 0.17% | 1,047 | -50 | -4.6% | -$3.52万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $71.74万 | 0.16% | 1,373 | -40 | -2.8% | -$2.09万 | 减仓 |
| TLN | TALEN ENERGY CORP | $71.70万 | 0.16% | 1,866 | -60 | -3.1% | -$2.31万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $67.17万 | 0.15% | 6,707 | 8 | 0.1% | $801 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $66.64万 | 0.15% | 15,319 | 29 | 0.2% | $1,261 | 加仓 |
| IWF | ISHARES TR | $65.41万 | 0.15% | 5,268 | -540 | -9.3% | -$6.71万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $64.56万 | 0.15% | 4,247 | -893 | -17.4% | -$13.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $63.46万 | 0.14% | 4,327 | -358 | -7.6% | -$5.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $62.77万 | 0.14% | 2,880 | -6 | -0.2% | -$1,308 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $60.68万 | 0.14% | 4,973 | 1 | 0.0% | $122 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $58.61万 | 0.13% | 7,642 | -50 | -0.7% | -$3,835 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $55.52万 | 0.13% | 15,104 | 46 | 0.3% | $1,691 | 加仓 |
| META | META PLATFORMS INC | $54.66万 | 0.12% | 971 | -111 | -10.3% | -$6.25万 | 减仓 |
| DVY | ISHARES TR | $52.46万 | 0.12% | 3,356 | 20 | 0.6% | $3,126 | 加仓 |
| INDA | ISHARES TR | $51.30万 | 0.12% | 10,387 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $48.90万 | 0.11% | 2,957 | 580 | 24.4% | $9.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $48.17万 | 0.11% | 5,829 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.69万 | 0.11% | 1,660 | 433 | 35.3% | $12.18万 | 加仓 |
| CB | CHUBB LIMITED | $46.62万 | 0.11% | 1,368 | -100 | -6.8% | -$3.41万 | 减仓 |
| MS | MORGAN STANLEY | $45.80万 | 0.10% | 2,191 | 7 | 0.3% | $1,463 | 加仓 |
| IYW | ISHARES TR | $45.75万 | 0.10% | 1,814 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $45.07万 | 0.10% | 2,396 | -423 | -15.0% | -$7.96万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $44.51万 | 0.10% | 3,236 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $42.24万 | 0.10% | 975 | 975 | — | $42.24万 | 新建仓 |
| LOW | LOWES COS INC | $42.22万 | 0.10% | 1,915 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $40.93万 | 0.09% | 8,495 | -1,835 | -17.8% | -$8.84万 | 减仓 |
| CSCO | CISCO SYS INC | $40.71万 | 0.09% | 3,466 | -30 | -0.9% | -$3,524 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $39.48万 | 0.09% | 1,968 | 10 | 0.5% | $2,006 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $38.25万 | 0.09% | 7,449 | -3,028 | -28.9% | -$15.55万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $37.07万 | 0.08% | 859 | 859 | — | $37.07万 | 新建仓 |
| IJH | ISHARES TR | $36.84万 | 0.08% | 4,777 | -115 | -2.4% | -$8,868 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $36.53万 | 0.08% | 4,493 | 20 | 0.4% | $1,626 | 加仓 |
| MCK | MCKESSON CORP | $34.60万 | 0.08% | 458 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $34.25万 | 0.08% | 2,606 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $33.97万 | 0.08% | 319 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $33.90万 | 0.08% | 2,320 | 6 | 0.3% | $877 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $33.05万 | 0.07% | 2,581 | 2,581 | — | $33.05万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $32.94万 | 0.07% | 1,928 | 1,928 | — | $32.94万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $32.19万 | 0.07% | 3,597 | -376 | -9.5% | -$3.36万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $31.14万 | 0.07% | 7,760 | 7,760 | — | $31.14万 | 新建仓 |