本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Peak Planning Group, LLC (CIK 2097384) reported $443.1M across 128 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($51.4M, 11.60%), IVV ($50.3M, 11.35%), PULS ($37.1M, 8.38%), BRKB ($26.9M, 6.08%), AAPL ($23.6M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $51.4M | 11.60% | 69,787 | Added |
| 2 | IVV | ISHARES TR | $50.3M | 11.35% | 67,160 | Added |
| 3 | PULS | PGIM ETF TR | $37.1M | 8.38% | 749,150 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $26.9M | 6.08% | 53,838 | Added |
| 5 | AAPL | APPLE INC | $23.6M | 5.33% | 81,639 | Trimmed |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | $18.6M | 4.21% | 109,569 | Added |
| 7 | AMAT | APPLIED MATLS INC | $18.4M | 4.16% | 25,499 | Added |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $18.1M | 4.08% | 223,203 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $12.1M | 2.73% | 60,440 | Added |
| 10 | MSFT | MICROSOFT CORP | $10.2M | 2.31% | 27,395 | Trimmed |
| 11 | GOOG | ALPHABET INC | $10.1M | 2.28% | 28,629 | Added |
| 12 | KLAC | KLA CORP | $10.1M | 2.28% | 33,422 | Added |
| 13 | AMZN | AMAZON COM INC | $8.7M | 1.97% | 36,563 | Added |
| 14 | FRDM | EA SERIES TRUST | $7.5M | 1.68% | 102,201 | Added |
| 15 | SMH | VANECK ETF TRUST | $7.3M | 1.65% | 11,138 | Added |
| 16 | FPF | FIRST TR INTER DURATN PFD & | $7.3M | 1.64% | 400,589 | Added |
| 17 | EAD | ALLSPRING INCOME OPPORTUNIT | $7.1M | 1.60% | 1.1M | Trimmed |
| 18 | DIVO | AMPLIFY ETF TR | $7.0M | 1.57% | 152,710 | Added |
| 19 | GOOGL | ALPHABET INC | $6.8M | 1.54% | 19,156 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $6.3M | 1.41% | 19,098 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 1.30% | 7,729 | Added |
| 22 | EVTR | MORGAN STANLEY ETF TRUST | $3.2M | 0.71% | 62,279 | Trimmed |
| 23 | USHY | ISHARES TR | $3.1M | 0.70% | 83,765 | Added |
| 24 | AVGO | BROADCOM INC | $2.9M | 0.65% | 7,665 | Added |
| 25 | INTC | INTEL CORP | $2.9M | 0.65% | 20,759 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30