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 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EX TECH SPACEX | $7.77万 | 0.07% | 455 | 455 | — | $7.77万 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $7.39万 | 0.06% | 900 | -200 | -18.2% | -$1.64万 | 减仓 |
| MA | MASTERCARD INC | $6.42万 | 0.05% | 125 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5.58万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.27万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $5.01万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4.96万 | 0.04% | 500 | 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 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $4.85万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $4.84万 | 0.04% | 722 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $4.68万 | 0.04% | 39 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.65万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $4.41万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3.92万 | 0.03% | 1,894 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $3.80万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $3.66万 | 0.03% | 216 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2.89万 | 0.02% | 400 | 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 |
| MMM | 3M CO | $2.43万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $2.30万 | 0.02% | 250 | 250 | — | $2.30万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $2.08万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.05万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $1.99万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $1.60万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.22万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $6,938 | 0.01% | 124 | -999 | -89.0% | -$5.59万 | 减仓 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,937 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| 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 |