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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | $28.90万 | 0.07% | 1,298 | 1,298 | — | $28.90万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $28.79万 | 0.06% | 1,612 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $28.68万 | 0.06% | 307 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.65万 | 0.06% | 1,089 | 55 | 5.3% | $1.40万 | 加仓 |
| GLW | CORNING INC | $27.37万 | 0.06% | 1,071 | 1,071 | — | $27.37万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $27.15万 | 0.06% | 5,113 | 180 | 3.6% | $9,559 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.10万 | 0.06% | 652 | -648 | -49.8% | -$26.93万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.09万 | 0.06% | 2,061 | -243 | -10.5% | -$3.08万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $25.56万 | 0.06% | 5,540 | -7,556 | -57.7% | -$34.86万 | 减仓 |
| EFV | ISHARES TR | $25.37万 | 0.06% | 3,314 | 23 | 0.7% | $1,761 | 加仓 |
| MRK | MERCK & CO INC | $25.27万 | 0.06% | 1,967 | 4 | 0.2% | $514 | 加仓 |
| GDX | VANECK ETF TRUST | $24.90万 | 0.06% | 3,301 | -225 | -6.4% | -$1.70万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $24.80万 | 0.06% | 2,524 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.72万 | 0.06% | 7,426 | -8,017 | -51.9% | -$26.69万 | 减仓 |
| IGLB | ISHARES TR | $24.55万 | 0.06% | 4,907 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $24.55万 | 0.06% | 251 | 4 | 1.6% | $3,912 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $23.73万 | 0.05% | 3,127 | -350 | -10.1% | -$2.66万 | 减仓 |
| MMM | 3M CO | $23.41万 | 0.05% | 1,446 | 12 | 0.8% | $1,943 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23.32万 | 0.05% | 24,367 | -4,530 | -15.7% | -$4.34万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.28万 | 0.05% | 1,641 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $22.30万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.92万 | 0.05% | 806 | 806 | — | $21.92万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.60万 | 0.05% | 1,710 | 1 | 0.1% | $126 | 加仓 |
| SCO | PROSHARES TR II | $20.97万 | 0.05% | 5,987 | 5,987 | — | $20.97万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.84万 | 0.05% | 512 | 1 | 0.2% | $407 | 加仓 |
| HD | HOME DEPOT INC | $20.82万 | 0.05% | 590 | -288 | -32.8% | -$10.16万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.26万 | 0.05% | 3,309 | 3,309 | — | $20.26万 | 新建仓 |
| — | METAGENOMI THERAPEUTICS INC | $1.49万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,665 | -100.0% | -$24.25万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -700 | -100.0% | -$21.75万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,180 | -100.0% | -$20.96万 | 清仓 |