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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,194.63万 | 11.63% | 64,215 | 3,645 | 6.0% | $238.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,876.25万 | 10.74% | 67,158 | 3,956 | 6.3% | $228.33万 | 加仓 |
| PULS | PGIM ETF TR | $2,916.73万 | 8.08% | 589,238 | 119,852 | 25.5% | $593.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,533.37万 | 7.02% | 52,867 | 387 | 0.7% | $18.54万 | 加仓 |
| AAPL | APPLE INC | $2,109.05万 | 5.85% | 83,102 | -4,129 | -4.7% | -$104.79万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,464.47万 | 4.06% | 100,984 | 11,321 | 12.6% | $164.18万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,040.59万 | 2.88% | 59,667 | 1,134 | 1.9% | $19.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,030.61万 | 2.86% | 27,841 | -88 | -0.3% | -$3.26万 | 减仓 |
| AMAT | APPLIED MATLS INC | $868.54万 | 2.41% | 25,368 | 105 | 0.4% | $3.59万 | 加仓 |
| GOOG | ALPHABET INC | $811.72万 | 2.25% | 28,297 | 2,086 | 8.0% | $59.84万 | 加仓 |
| AMZN | AMAZON COM INC | $755.21万 | 2.09% | 36,261 | -695 | -1.9% | -$14.47万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $740.51万 | 2.05% | 1,142,766 | -46,322 | -3.9% | -$30.02万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $701.31万 | 1.94% | 397,793 | 8,350 | 2.1% | $14.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $568.57万 | 1.58% | 19,329 | -235 | -1.2% | -$6.91万 | 减仓 |
| GOOGL | ALPHABET INC | $546.13万 | 1.51% | 18,992 | 136 | 0.7% | $3.91万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $516.08万 | 1.43% | 115,068 | 83,778 | 267.7% | $375.75万 | 加仓 |
| KLAC | KLA CORP | $491.83万 | 1.36% | 3,341 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $488.01万 | 1.35% | 89,297 | 30,639 | 52.2% | $167.44万 | 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 |
| SMH | VANECK ETF TRUST | $384.82万 | 1.07% | 10,037 | 1,687 | 20.2% | $64.68万 | 加仓 |
| GLD | SPDR GOLD TR | $330.25万 | 0.92% | 7,675 | -55 | -0.7% | -$2.37万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $316.19万 | 0.88% | 62,304 | 3,413 | 5.8% | $17.32万 | 加仓 |
| USHY | ISHARES TR | $284.58万 | 0.79% | 77,248 | 22,284 | 40.5% | $82.09万 | 加仓 |
| AVGO | BROADCOM INC | $225.58万 | 0.63% | 7,289 | -51 | -0.7% | -$1.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $224.23万 | 0.62% | 15,329 | -1,098 | -6.7% | -$16.06万 | 减仓 |
| WMT | WALMART INC | $222.82万 | 0.62% | 17,929 | 92 | 0.5% | $1.14万 | 加仓 |
| — | EXXON MOBIL CORP | $217.07万 | 0.60% | 12,795 | 52 | 0.4% | $8,822 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $213.75万 | 0.59% | 11,137 | -2,569 | -18.7% | -$49.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $211.53万 | 0.59% | 3,540 | -3 | -0.1% | -$1,793 | 减仓 |
| ETN | EATON CORP PLC | $208.37万 | 0.58% | 5,826 | -144 | -2.4% | -$5.15万 | 减仓 |
| MPC | MARATHON PETE CORP | $196.36万 | 0.54% | 8,042 | 12 | 0.1% | $2,930 | 加仓 |
| V | VISA INC | $190.81万 | 0.53% | 6,313 | -133 | -2.1% | -$4.02万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $186.47万 | 0.52% | 33,186 | -235 | -0.7% | -$1.32万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $181.78万 | 0.50% | 29,754 | 763 | 2.6% | $4.66万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $164.56万 | 0.46% | 14,897 | 398 | 2.7% | $4.40万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $150.55万 | 0.42% | 23,006 | 3,525 | 18.1% | $23.07万 | 加仓 |
| IEFA | ISHARES TR | $147.60万 | 0.41% | 16,304 | 1,631 | 11.1% | $14.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $139.29万 | 0.39% | 4,122 | 363 | 9.7% | $12.27万 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.49万 | 0.36% | 6,356 | 374 | 6.3% | $7.74万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $122.81万 | 0.34% | 13,240 | -236 | -1.8% | -$2.19万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $120.41万 | 0.33% | 29,961 | -77 | -0.3% | -$3,095 | 减仓 |
| LLY | ELI LILLY & CO | $117.90万 | 0.33% | 1,282 | 9 | 0.7% | $8,277 | 加仓 |
| IGSB | ISHARES TR | $114.96万 | 0.32% | 21,872 | 748 | 3.5% | $3.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $114.09万 | 0.32% | 8,585 | -72 | -0.8% | -$9,569 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $113.28万 | 0.31% | 1,339 | -1 | -0.1% | -$846 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $112.35万 | 0.31% | 33,367 | -5,229 | -13.5% | -$17.61万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $111.66万 | 0.31% | 11,881 | -166 | -1.4% | -$1.56万 | 减仓 |
| IJR | ISHARES TR | $107.45万 | 0.30% | 8,643 | -112 | -1.3% | -$1.39万 | 减仓 |
| INTC | INTEL CORP | $98.54万 | 0.27% | 22,329 | -224 | -1.0% | -$9,885 | 减仓 |
| PPH | VANECK ETF TRUST | $92.45万 | 0.26% | 8,900 | 352 | 4.1% | $3.66万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.68万 | 0.23% | 3,981 | 194 | 5.1% | $3.98万 | 加仓 |
| ABBV | ABBVIE INC | $75.81万 | 0.21% | 3,486 | -179 | -4.9% | -$3.89万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $75.33万 | 0.21% | 4,741 | -58 | -1.2% | -$9,215 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $74.42万 | 0.21% | 5,140 | -1,038 | -16.8% | -$15.03万 | 减仓 |
| WELL | WELLTOWER INC | $70.00万 | 0.19% | 3,540 | -22 | -0.6% | -$4,350 | 减仓 |
| PG | PROCTER & GAMBLE CO | $67.67万 | 0.19% | 4,685 | -35 | -0.7% | -$5,055 | 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 |
| GBIL | GOLDMAN SACHS ETF TR | $67.12万 | 0.19% | 6,699 | -742 | -10.0% | -$7.43万 | 减仓 |
| TSLA | TESLA INC | $66.92万 | 0.19% | 1,800 | -40 | -2.2% | -$1.49万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $66.75万 | 0.19% | 15,290 | 28 | 0.2% | $1,222 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.45万 | 0.18% | 1,413 | -16 | -1.1% | -$7,411 | 减仓 |
| AIQ | GLOBAL X FDS | $62.62万 | 0.17% | 13,417 | 303 | 2.3% | $1.41万 | 加仓 |
| IWF | ISHARES TR | $61.91万 | 0.17% | 1,452 | -196 | -11.9% | -$8.36万 | 减仓 |
| META | META PLATFORMS INC | $61.90万 | 0.17% | 1,082 | -76 | -6.6% | -$4.35万 | 减仓 |
| TLN | TALEN ENERGY CORP | $61.48万 | 0.17% | 1,926 | -472 | -19.7% | -$15.07万 | 减仓 |
| RY | ROYAL BK CDA | $60.44万 | 0.17% | 3,736 | -19 | -0.5% | -$3,074 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $59.37万 | 0.16% | 7,692 | 1,050 | 15.8% | $8.10万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $59.33万 | 0.16% | 15,443 | 3,684 | 31.3% | $14.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $57.21万 | 0.16% | 7,100 | 872 | 14.0% | $7.03万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.98万 | 0.16% | 15,058 | 22 | 0.1% | $832 | 加仓 |
| VTV | VANGUARD INDEX FDS | $56.63万 | 0.16% | 2,886 | -190 | -6.2% | -$3.73万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.41万 | 0.16% | 1,300 | -88 | -6.3% | -$3.82万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $54.95万 | 0.15% | 13,096 | -91,376 | -87.5% | -$383.40万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $53.74万 | 0.15% | 10,477 | 80 | 0.8% | $4,103 | 加仓 |
| DVY | ISHARES TR | $50.51万 | 0.14% | 3,336 | 23 | 0.7% | $3,482 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $48.99万 | 0.14% | 4,972 | -179 | -3.5% | -$1.76万 | 减仓 |
| INDA | ISHARES TR | $48.65万 | 0.13% | 10,387 | -1,494 | -12.6% | -$7.00万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $48.58万 | 0.13% | 10,330 | -2,351 | -18.5% | -$11.06万 | 减仓 |
| CB | CHUBB LTD SWITZ | $47.84万 | 0.13% | 1,468 | -227 | -13.4% | -$7.40万 | 减仓 |
| WFC | WELLS FARGO & CO | $46.40万 | 0.13% | 5,829 | -2,297 | -28.3% | -$18.29万 | 减仓 |
| LOW | LOWES COS INC | $45.24万 | 0.13% | 1,915 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $43.73万 | 0.12% | 2,819 | -130 | -4.4% | -$2.02万 | 减仓 |
| MCK | MCKESSON CORP | $39.63万 | 0.11% | 458 | -10 | -2.1% | -$8,652 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $37.23万 | 0.10% | 2,606 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $37.16万 | 0.10% | 3,236 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $35.94万 | 0.10% | 2,184 | 13 | 0.6% | $2,139 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $35.72万 | 0.10% | 1,958 | 10 | 0.5% | $1,824 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $34.30万 | 0.10% | 4,473 | -45 | -1.0% | -$3,451 | 减仓 |
| IJH | ISHARES TR | $33.04万 | 0.09% | 4,892 | -272 | -5.3% | -$1.84万 | 减仓 |
| IYW | ISHARES TR | $32.91万 | 0.09% | 1,814 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $32.71万 | 0.09% | 3,973 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $32.36万 | 0.09% | 3,526 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.55万 | 0.08% | 307 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $30.30万 | 0.08% | 2,524 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.30万 | 0.08% | 2,314 | 8 | 0.3% | $1,048 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $30.22万 | 0.08% | 4,933 | 2,681 | 119.0% | $16.42万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $30.17万 | 0.08% | 2,304 | -66 | -2.8% | -$8,641 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.73万 | 0.08% | 1,227 | 245 | 24.9% | $5.94万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $29.15万 | 0.08% | 1,612 | 0 | 0.0% | — | 不变 |