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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $5.57万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $5.51万 | 0.06% | 722 | -150 | -17.2% | -$1.14万 | 减仓 |
| T | AT&T INC | $5.49万 | 0.06% | 1,894 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.23万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $4.92万 | 0.05% | 100 | 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 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $4.85万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.73万 | 0.05% | 245 | 0 | 0.0% | — | 不变 |
| MMIN | NYLI MACKAY MUNI INSUREDETF | $4.50万 | 0.05% | 1,900 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.10万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.93万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $3.59万 | 0.04% | 39 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.91万 | 0.03% | 133 | -300 | -69.3% | -$6.57万 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.77万 | 0.03% | 400 | -297 | -42.6% | -$2.06万 | 减仓 |
| STT | STATE STR CORP | $2.73万 | 0.03% | 216 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.43万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $2.36万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.30万 | 0.02% | 165 | -170 | -50.7% | -$2.37万 | 减仓 |
| MMM | 3M CO | $2.18万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.78万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.21万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,952 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| 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 |