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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $152.66万 | 1.29% | 12,830 | 286 | 2.3% | $3.40万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $160.39万 | 1.35% | 12,917 | -103 | -0.8% | -$1.28万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $162.18万 | 1.37% | 6,032 | -146 | -2.4% | -$3.93万 | 减仓 |
| CLOI | VANECK CLO ETF | $171.43万 | 1.44% | 32,375 | 31,208 | 2,674.2% | $165.25万 | 重新持有 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $175.64万 | 1.48% | 15,745 | 8,285 | 111.1% | $92.42万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $175.70万 | 1.48% | 4,291 | 141 | 3.4% | $5.77万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $192.32万 | 1.62% | 21,885 | 4,022 | 22.5% | $35.34万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $194.01万 | 1.63% | 27,229 | 23 | 0.1% | $1,639 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $197.64万 | 1.67% | 37,045 | 27,765 | 299.2% | $148.13万 | 加仓 |
| HFXI | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $200.38万 | 1.69% | 52,607 | 52,307 | 17,435.7% | $199.24万 | 重新持有 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $203.30万 | 1.71% | 27,045 | -55 | -0.2% | -$4,134 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $209.69万 | 1.77% | 2,808 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $213.10万 | 1.80% | 9,006 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $217.87万 | 1.84% | 5,180 | 0 | 0.0% | — | 不变 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $238.29万 | 2.01% | 28,888 | -100 | -0.3% | -$8,249 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $248.04万 | 2.09% | 24,605 | 22,265 | 951.5% | $224.45万 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | $256.97万 | 2.16% | 50,435 | 10,013 | 24.8% | $51.02万 | 加仓 |
| IBM | IBM CORP | $257.73万 | 2.17% | 9,165 | -300 | -3.2% | -$8.44万 | 减仓 |
| AMZN | AMAZON.COM INC | $279.26万 | 2.35% | 11,717 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $281.56万 | 2.37% | 7,548 | -20 | -0.3% | -$7,460 | 减仓 |
| NVDA | NVIDIA CORP | $290.76万 | 2.45% | 14,531 | -3,900 | -21.2% | -$78.04万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTHETF | $305.62万 | 2.57% | 18,142 | 1,223 | 7.2% | $20.60万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $335.33万 | 2.83% | 56,913 | 8,173 | 16.8% | $48.16万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $359.53万 | 3.03% | 20,353 | 375 | 1.9% | $6.62万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $379.00万 | 3.19% | 82,302 | -1,081 | -1.3% | -$4.98万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $404.64万 | 3.41% | 55,982 | 1,590 | 2.9% | $11.49万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATETREASURY FUND | $455.57万 | 3.84% | 90,481 | 62,956 | 228.7% | $316.98万 | 加仓 |
| AAPL | APPLE INC | $825.61万 | 6.96% | 28,532 | -610 | -2.1% | -$17.65万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,088.07万 | 9.17% | 29,404 | -50 | -0.2% | -$1.85万 | 减仓 |