Peck Wealth Management, LLC
WHITE PLAINS NY · SEC CIK 0002135125
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $113.19万 | 1.14% | 3,946 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $113.31万 | 1.14% | 3,852 | -200 | -4.9% | -$5.88万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $120.58万 | 1.21% | 1,846 | -31 | -1.7% | -$2.02万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $122.82万 | 1.23% | 12,544 | -3,600 | -22.3% | -$35.25万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $129.04万 | 1.29% | 13,344 | -1,300 | -8.9% | -$12.57万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $136.72万 | 1.37% | 17,863 | -217 | -1.2% | -$1.66万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATETREASURY FUND | $138.56万 | 1.39% | 27,525 | 20,063 | 268.9% | $101.00万 | 重新持有 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $138.79万 | 1.39% | 3,255 | -130 | -3.8% | -$5.54万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $142.39万 | 1.43% | 6,178 | -1,125 | -15.4% | -$25.93万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $147.98万 | 1.48% | 4,150 | -386 | -8.5% | -$13.76万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $163.25万 | 1.64% | 34,674 | 650 | 1.9% | $3.06万 | 加仓 |
| OUNZ | VANECK MERK GOLD TRUST | $167.81万 | 1.68% | 37,250 | -250 | -0.7% | -$1.13万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $174.34万 | 1.75% | 27,206 | 3,857 | 16.5% | $24.72万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $174.72万 | 1.75% | 24,664 | 47 | 0.2% | $3,330 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $182.62万 | 1.83% | 2,808 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | $187.56万 | 1.88% | 40,422 | -650 | -1.6% | -$3.02万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $190.43万 | 1.91% | 27,100 | -3,460 | -11.3% | -$24.31万 | 减仓 |
| TSLA | TESLA INC | $192.57万 | 1.93% | 5,180 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $193.68万 | 1.94% | 9,006 | -650 | -6.7% | -$13.98万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTHETF | $213.06万 | 2.14% | 16,919 | -424 | -2.4% | -$5.34万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $219.55万 | 2.20% | 28,988 | -5,646 | -16.3% | -$42.76万 | 减仓 |
| IBM | IBM CORP | $229.42万 | 2.30% | 9,465 | -300 | -3.1% | -$7.27万 | 减仓 |
| AMZN | AMAZON.COM INC | $244.03万 | 2.45% | 11,717 | -100 | -0.8% | -$2.08万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $247.65万 | 2.48% | 48,740 | 1,074 | 2.3% | $5.46万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $270.19万 | 2.71% | 50,250 | -276 | -0.5% | -$1.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $280.14万 | 2.81% | 7,568 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $321.44万 | 3.22% | 18,431 | -500 | -2.6% | -$8.72万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $331.03万 | 3.32% | 19,978 | -24 | -0.1% | -$3,977 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $333.53万 | 3.35% | 54,392 | -7,219 | -11.7% | -$44.27万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $384.15万 | 3.85% | 83,383 | 4,950 | 6.3% | $22.80万 | 加仓 |
| AAPL | APPLE INC | $739.60万 | 7.42% | 29,142 | -382 | -1.3% | -$9.69万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $944.91万 | 9.48% | 29,454 | -100 | -0.3% | -$3.21万 | 减仓 |