13F 机构持仓

Peck Wealth Management, LLC

WHITE PLAINS NY · SEC CIK 0002135125

2026Q22026Q1 更早 9 个季度 🔒
$9,969.84万2026Q1 申报市值
122持仓数
41.1%前十大占比 · 第一大 9.5%
2 / 8新建仓 / 清仓
申报市值走势$1.19亿2026Q2
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

VTI 9.5%
AAPL 7.4%
JPIE 3.9%
JQUA 3.3%
PPA 3.3%
NVDA 3.2%
MSFT 2.8%
JBND 2.7%
PAVE 2.5%
AMZN 2.4%

2026Q1 买入最多 按季末市值估算

USFR 重新持有+$101.00万
AVDE 新建仓+$73.14万
RSPA 新建仓+$46.40万
FLMI 加仓+$28.63万
VEA 加仓+$24.72万

2026Q1 卖出最多 按季末市值估算

VPU 减仓-$100.34万
VGK 减仓-$61.84万
JQUA 减仓-$44.27万
JIRE 减仓-$42.76万
SPYG 减仓-$35.25万

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
PANW PALO ALTO NETWORKS INC $00.00%0 -1,600-100.0% -$29.47万 清仓
PGR PROGRESSIVE CORP OH $00.00%0 -600-100.0% -$13.66万 清仓
DBAW XTRCKR MSCI AL WRLD EX US HDGD ETF $00.00%0 -2,767-100.0% -$11.41万 清仓
VOT VANGUARD MID CAP GROWTH ETF $00.00%0 -300-100.0% -$8.37万 清仓
CLOI VANECK CLO ETF $00.00%0 —— — 申报中断
ARES ARES MGMT CORP $00.00%0 -300-100.0% -$4.85万 清仓
— CADENCE BK $00.00%0 -1,000-100.0% -$4.28万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -117-100.0% -$3.14万 清仓
DOW DOW INC $00.00%0 -589-100.0% -$1.38万 清仓
HFXI NYLI FTSE INTRNL EQT CURNTL ETF $00.00%0 —— — 申报中断
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF $4,9520.00%100 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GR $1.21万0.01%150 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGI $1.78万0.02%250 00.0% — 不变
MMM 3M CO $2.18万0.02%150 00.0% — 不变
GILD GILEAD SCIENCES INC $2.30万0.02%165 -170-50.7% -$2.37万 减仓
VZ VERIZON COMMUNICATIONS I $2.36万0.02%471 00.0% — 不变
ADBE ADOBE INC $2.43万0.02%100 00.0% — 不变
STT STATE STR CORP $2.73万0.03%216 00.0% — 不变
ES EVERSOURCE ENERGY $2.77万0.03%400 -297-42.6% -$2.06万 减仓
RSG REPUBLIC SVCS INC $2.91万0.03%133 -300-69.3% -$6.57万 减仓
LLY ELI LILLY AND CO $3.59万0.04%39 00.0% — 不变
DUK DUKE ENERGY CORP NEW $3.93万0.04%300 00.0% — 不变
IVE ISHARES S&P 500 VALUE ETF $4.10万0.04%194 00.0% — 不变
MMIN NYLI MACKAY MUNI INSUREDETF $4.50万0.05%1,900 00.0% — 不变
RTX RTX CORP $4.73万0.05%245 00.0% — 不变
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF $4.85万0.05%2,000 00.0% — 不变
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $4.86万0.05%1,200 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC $4.92万0.05%100 00.0% — 不变
NOW SERVICENOW INC $5.23万0.05%500 00.0% — 不变
T AT&T INC $5.49万0.06%1,894 00.0% — 不变
EMN EASTMAN CHEM CO $5.51万0.06%722 -150-17.2% -$1.14万 减仓
NEE NEXTERA ENERGY INC $5.57万0.06%600 00.0% — 不变
— WISDOMTREE EUROPEAN OPPORTUNITIES FUND $6.03万0.06%1,123 00.0% — 不变
SLB SLB LIMITED $6.17万0.06%1,200 00.0% — 不变
MA MASTERCARD INC $6.25万0.06%125 -100-44.4% -$5.00万 减仓
BAC BANK OF AMERICA CORP $6.83万0.07%1,400 -150-9.7% -$7,312 减仓
INTC INTEL CORP $8.08万0.08%1,832 00.0% — 不变
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $8.53万0.09%1,506 50.3% $283 加仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $8.76万0.09%600 00.0% — 不变
AMP AMERIPRISE FINL INC $8.89万0.09%200 -41-17.0% -$1.82万 减仓
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF $8.92万0.09%3,700 00.0% — 不变
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $9.08万0.09%1,100 00.0% — 不变
BLK BLACKROCK INC NEW $9.62万0.10%100 00.0% — 不变
PG PROCTER & GAMBLE CO $9.62万0.10%666 00.0% — 不变
DIS DISNEY WALT CO $9.64万0.10%1,000 00.0% — 不变
QCOM QUALCOMM INC $9.67万0.10%751 00.0% — 不变
CVX CHEVRON CORP NEW $9.89万0.10%478 00.0% — 不变
JPST JPMORGAN ULTRA-SHORT INCOME ETF $9.91万0.10%1,958 00.0% — 不变
ABT ABBOTT LABS $10.78万0.11%1,050 -800-43.2% -$8.21万 减仓
QQQ INVESCO QQQ TR $11.26万0.11%195 00.0% — 不变
SHV ISHARES 01 YEAR TREASURYBOND ETF $11.43万0.11%1,035 00.0% — 不变
ADP AUTOMATIC DATA PROCESSIN $11.50万0.12%566 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $12.66万0.13%1,119 00.0% — 不变
COST COSTCO WHSL CORP NEW $12.85万0.13%129 00.0% — 不变
ORCL ORACLE CORP $13.00万0.13%884 -1,100-55.4% -$16.18万 减仓
PFE PFIZER INC $14.37万0.14%5,119 00.0% — 不变
CL COLGATE PALMOLIVE CO $15.42万0.15%1,809 00.0% — 不变
CSCO CISCO SYS INC $15.52万0.16%2,000 00.0% — 不变
KO THE COCA-COLA CO $15.69万0.16%2,063 -93-4.3% -$7,073 减仓
GEV GE VERNOVA INC $16.32万0.16%187 00.0% — 不变
TJX TJX COS INC NEW $19.16万0.19%1,200 00.0% — 不变
GE GE AEROSPACE $21.28万0.21%750 00.0% — 不变
MCO MOODYS CORP $21.81万0.22%500 00.0% — 不变
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $23.53万0.24%2,340 46524.8% $4.68万 加仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $25.58万0.26%1,333 00.0% — 不变
VPU VANGUARD UTILITIES INDEXFUND ETF SHARES $25.61万0.26%1,293 -5,065-79.7% -$100.34万 减仓
AXP AMERICAN EXPRESS CO $27.22万0.27%900 -122-11.9% -$3.69万 减仓
GOOGL ALPHABET INC $28.01万0.28%974 00.0% — 不变
NYF ISHARES NEW YORK MUNI BOND ETF $28.02万0.28%5,275 1,97559.8% $10.49万 加仓
HD HOME DEPOT INC $29.50万0.30%897 -200-18.2% -$6.58万 减仓
CAT CATERPILLAR INC $30.96万0.31%437 00.0% — 不变
IGM ISHARES EXPANDED TECH SECTOR ETF $32.89万0.33%2,776 00.0% — 不变
WMT WALMART INC $33.23万0.33%2,674 -200-7.0% -$2.49万 减仓
BRK/B BERKSHIRE HATHAWAY $33.54万0.34%700 00.0% — 不变
PEP PEPSICO INC $33.57万0.34%2,162 00.0% — 不变
VOO VANGUARD S&P 500 ETF $34.00万0.34%569 00.0% — 不变
BNY BANK NEW YORK MELLON COR $35.04万0.35%2,954 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $35.11万0.35%2,400 00.0% — 不变
GLW CORNING INC $38.85万0.39%2,857 -1,600-35.9% -$21.76万 减仓
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF $43.59万0.44%9,217 5,050121.2% $23.89万 加仓
MRK MERCK & CO. INC. $44.01万0.44%3,659 00.0% — 不变
TOUS T. ROWE PRICE INTERNATIONAL EQUITY ETF $45.03万0.45%13,038 -1,220-8.6% -$4.21万 减仓
JNJ JOHNSON & JOHNSON $45.07万0.45%1,844 00.0% — 不变
RSPA INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF $46.40万0.47%9,280 9,280— $46.40万 新建仓
SPGI S&P GLOBAL INC $48.15万0.48%1,132 -100-8.1% -$4.25万 减仓
GS GOLDMAN SACHS GROUP INC $50.76万0.51%600 00.0% — 不变
JMUB JPMORGAN MUNICIPAL ETF $52.64万0.53%10,531 290.3% $1,450 加仓
FTNT FORTINET INC $58.63万0.59%7,175 00.0% — 不变
JTEK JPMORGAN U.S. TECH LEADERS ETF $59.34万0.60%7,460 -1,000-11.8% -$7.95万 减仓
V VISA INC $60.54万0.61%2,003 -125-5.9% -$3.78万 减仓
PTRB PGIM TOTAL RETURN BOND ETF $62.26万0.62%14,998 7155.0% $2.97万 加仓
AVGO BROADCOM INC $63.45万0.64%2,050 00.0% — 不变
IJH ISHARES CORE S&P MID-CAPETF $70.10万0.70%10,380 -1,000-8.8% -$6.75万 减仓
IWD ISHARES RUSSELL 1000 VALUE ETF $71.28万0.71%3,336 00.0% — 不变
AVDE AVANTIS INTERNATIONAL EQUITY ETF $73.14万0.73%8,621 8,621— $73.14万 新建仓
VGK VANGUARD FTSE EUROPE ETF $77.89万0.78%9,450 -7,502-44.3% -$61.84万 减仓
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF $78.10万0.78%31,505 11,55057.9% $28.63万 加仓
— EXXON MOBIL CORP $83.40万0.84%4,916 00.0% — 不变
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $104.39万1.05%18,450 -1,000-5.1% -$5.66万 减仓
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND $110.51万1.11%12,581 -600-4.6% -$5.27万 减仓