Peck Wealth Management, LLC
WHITE PLAINS NY · SEC CIK 0002135125
$1.19亿2026Q2 申报市值
127持仓数
39.8%前十大占比 · 第一大 9.2%
5 / 2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
USFR 加仓+$316.98万
MINT 加仓+$224.45万
HFXI 重新持有+$199.24万
CLOI 重新持有+$165.25万
RSPA 加仓+$148.13万
2026Q2 卖出最多 按季末市值估算
JBND 减仓-$266.39万
JCPB 减仓-$99.07万
NVDA 减仓-$78.04万
PTRB 清仓-$62.26万
SHLD 减仓-$39.41万
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 |
|---|---|---|---|---|---|---|---|---|
| PTRB | PGIM TOTAL RETURN BOND ETF | $0 | 0.00% | 0 | -14,998 | -100.0% | -$62.26万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -133 | -100.0% | -$2.91万 | 清仓 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,937 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $6,938 | 0.01% | 124 | -999 | -89.0% | -$5.59万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.22万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.60万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $1.99万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.05万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.08万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $2.30万 | 0.02% | 250 | 250 | — | $2.30万 | 新建仓 |
| MMM | 3M CO | $2.43万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.66万 | 0.02% | 496 | -49,754 | -99.0% | -$266.39万 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.89万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $3.66万 | 0.03% | 216 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.80万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3.92万 | 0.03% | 1,894 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.41万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.65万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $4.68万 | 0.04% | 39 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $4.84万 | 0.04% | 722 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $4.85万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $4.87万 | 0.04% | 1,200 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4.96万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $5.01万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.27万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5.58万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $6.42万 | 0.05% | 125 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $7.39万 | 0.06% | 900 | -200 | -18.2% | -$1.64万 | 减仓 |
| SPCX | SPACE EX TECH SPACEX | $7.77万 | 0.07% | 455 | 455 | — | $7.77万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $7.92万 | 0.07% | 478 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $7.98万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $9.10万 | 0.08% | 1,612 | 106 | 7.0% | $5,985 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $9.13万 | 0.08% | 600 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $9.18万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $9.53万 | 0.08% | 1,050 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $9.62万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.62万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $9.66万 | 0.08% | 4,000 | 4,000 | — | $9.66万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $9.77万 | 0.08% | 666 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $9.90万 | 0.08% | 1,958 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $9.92万 | 0.08% | 4,119 | -1,000 | -19.5% | -$2.41万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $12.07万 | 0.10% | 129 | 0 | 0.0% | — | 不变 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $12.42万 | 0.10% | 5,100 | 1,400 | 37.8% | $3.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $12.68万 | 0.11% | 566 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $12.96万 | 0.11% | 884 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $13.88万 | 0.12% | 751 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $14.36万 | 0.12% | 195 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $15.39万 | 0.13% | 1,119 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $16.58万 | 0.14% | 1,809 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $16.77万 | 0.14% | 2,063 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $18.12万 | 0.15% | 400 | -100 | -20.0% | -$4.53万 | 减仓 |
| TJX | TJX COS INC NEW | $18.18万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $21.97万 | 0.19% | 187 | 0 | 0.0% | — | 不变 |
| MMIN | NYLI MACKAY MUNI INSUREDETF | $22.03万 | 0.19% | 9,100 | 7,200 | 378.9% | $17.43万 | 加仓 |
| CSCO | CISCO SYS INC | $23.49万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $25.14万 | 0.21% | 2,497 | 2,497 | — | $25.14万 | 新建仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $25.30万 | 0.21% | 1,293 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.58万 | 0.22% | 1,832 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $27.36万 | 0.23% | 5,075 | -200 | -3.8% | -$1.08万 | 减仓 |
| GE | GE AEROSPACE | $28.03万 | 0.24% | 750 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $28.78万 | 0.24% | 1,353 | 20 | 1.5% | $4,255 | 加仓 |
| PEP | PEPSICO INC | $29.27万 | 0.25% | 2,162 | 0 | 0.0% | — | 不变 |
| ZAP | GLOBAL X U.S. ELECTRIFICATION ETF | $30.28万 | 0.26% | 8,750 | 8,750 | — | $30.28万 | 新建仓 |
| WMT | WALMART INC | $30.29万 | 0.26% | 2,674 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.44万 | 0.26% | 900 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.50万 | 0.27% | 2,700 | 300 | 12.5% | $3.50万 | 加仓 |
| HD | HOME DEPOT INC | $31.64万 | 0.27% | 897 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $34.21万 | 0.29% | 3,100 | 2,065 | 199.5% | $22.79万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $34.24万 | 0.29% | 6,760 | -3,771 | -35.8% | -$19.10万 | 减仓 |
| GOOGL | ALPHABET INC | $34.81万 | 0.29% | 974 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $35.03万 | 0.30% | 700 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $39.08万 | 0.33% | 569 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $42.33万 | 0.36% | 1,657 | -1,200 | -42.0% | -$30.66万 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $42.72万 | 0.36% | 2,954 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $45.40万 | 0.38% | 2,776 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $46.10万 | 0.39% | 1,132 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.54万 | 0.39% | 437 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $46.83万 | 0.39% | 1,844 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $47.02万 | 0.40% | 3,659 | 0 | 0.0% | — | 不变 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $50.03万 | 0.42% | 13,038 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $59.67万 | 0.50% | 590 | -10 | -1.7% | -$1.01万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $63.69万 | 0.54% | 13,568 | -21,106 | -60.9% | -$99.07万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $63.93万 | 0.54% | 7,221 | -2,229 | -23.6% | -$19.74万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $67.08万 | 0.57% | 7,520 | -1,101 | -12.8% | -$9.82万 | 减仓 |
| — | EXXON MOBIL CORP | $67.21万 | 0.57% | 4,916 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.72万 | 0.58% | 2,003 | 0 | 0.0% | — | 不变 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $77.14万 | 0.65% | 16,362 | 7,145 | 77.5% | $33.68万 | 加仓 |
| AVGO | BROADCOM INC | $77.44万 | 0.65% | 2,050 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $80.04万 | 0.67% | 10,380 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $80.87万 | 0.68% | 3,336 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $82.82万 | 0.70% | 32,905 | 1,400 | 4.4% | $3.52万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $107.85万 | 0.91% | 18,063 | -6,601 | -26.8% | -$39.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $109.72万 | 0.92% | 3,352 | -500 | -13.0% | -$16.37万 | 减仓 |
| FTNT | FORTINET INC | $110.22万 | 0.93% | 7,175 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $112.16万 | 0.94% | 18,450 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $120.30万 | 1.01% | 12,581 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $135.89万 | 1.14% | 3,846 | -100 | -2.5% | -$3.53万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $137.87万 | 1.16% | 1,841 | -5 | -0.3% | -$3,744 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $138.72万 | 1.17% | 13,344 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD TRUST | $142.98万 | 1.20% | 37,050 | -200 | -0.5% | -$7,718 | 减仓 |