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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$29.47万 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -600 | -100.0% | -$13.66万 | 清仓 |
| DBAW | XTRCKR MSCI AL WRLD EX US HDGD ETF | $0 | 0.00% | 0 | -2,767 | -100.0% | -$11.41万 | 清仓 |
| VOT | VANGUARD MID CAP GROWTH ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$8.37万 | 清仓 |
| CLOI | VANECK CLO ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MGMT CORP | $0 | 0.00% | 0 | -300 | -100.0% | -$4.85万 | 清仓 |
| — | CADENCE BK | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.28万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -117 | -100.0% | -$3.14万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -589 | -100.0% | -$1.38万 | 清仓 |
| HFXI | NYLI FTSE INTRNL EQT CURNTL ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,952 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.21万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.78万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $2.18万 | 0.02% | 150 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.43万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $2.73万 | 0.03% | 216 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.93万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.10万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| MMIN | NYLI MACKAY MUNI INSUREDETF | $4.50万 | 0.05% | 1,900 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.73万 | 0.05% | 245 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $4.85万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $4.86万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $4.92万 | 0.05% | 100 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.23万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.49万 | 0.06% | 1,894 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $6.03万 | 0.06% | 1,123 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $6.17万 | 0.06% | 1,200 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $8.53万 | 0.09% | 1,506 | 5 | 0.3% | $283 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $8.76万 | 0.09% | 600 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $9.08万 | 0.09% | 1,100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $9.62万 | 0.10% | 100 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $9.62万 | 0.10% | 666 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.64万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.67万 | 0.10% | 751 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $9.89万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $9.91万 | 0.10% | 1,958 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $11.43万 | 0.11% | 1,035 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $11.50万 | 0.12% | 566 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $12.66万 | 0.13% | 1,119 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $12.85万 | 0.13% | 129 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $15.42万 | 0.15% | 1,809 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.52万 | 0.16% | 2,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $19.16万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.28万 | 0.21% | 750 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $21.81万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $23.53万 | 0.24% | 2,340 | 465 | 24.8% | $4.68万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $25.58万 | 0.26% | 1,333 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $28.02万 | 0.28% | 5,275 | 1,975 | 59.8% | $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 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $32.89万 | 0.33% | 2,776 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $33.57万 | 0.34% | 2,162 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $34.00万 | 0.34% | 569 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $35.04万 | 0.35% | 2,954 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.11万 | 0.35% | 2,400 | 0 | 0.0% | — | 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 | 5,050 | 121.2% | $23.89万 | 加仓 |
| MRK | MERCK & CO. INC. | $44.01万 | 0.44% | 3,659 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $52.64万 | 0.53% | 10,531 | 29 | 0.3% | $1,450 | 加仓 |
| FTNT | FORTINET INC | $58.63万 | 0.59% | 7,175 | 0 | 0.0% | — | 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 | 715 | 5.0% | $2.97万 | 加仓 |
| AVGO | BROADCOM INC | $63.45万 | 0.64% | 2,050 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 11,550 | 57.9% | $28.63万 | 加仓 |
| — | EXXON MOBIL CORP | $83.40万 | 0.84% | 4,916 | 0 | 0.0% | — | 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 |