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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| AAPL | APPLE INC | $825.61万 | 6.96% | 28,532 | -610 | -2.1% | -$17.65万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATETREASURY FUND | $455.57万 | 3.84% | 90,481 | 62,956 | 228.7% | $316.98万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $404.64万 | 3.41% | 55,982 | 1,590 | 2.9% | $11.49万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $379.00万 | 3.19% | 82,302 | -1,081 | -1.3% | -$4.98万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $359.53万 | 3.03% | 20,353 | 375 | 1.9% | $6.62万 | 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 |
| PWB | INVESCO LARGE CAP GROWTHETF | $305.62万 | 2.57% | 18,142 | 1,223 | 7.2% | $20.60万 | 加仓 |
| NVDA | NVIDIA CORP | $290.76万 | 2.45% | 14,531 | -3,900 | -21.2% | -$78.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $281.56万 | 2.37% | 7,548 | -20 | -0.3% | -$7,460 | 减仓 |
| AMZN | AMAZON.COM INC | $279.26万 | 2.35% | 11,717 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $257.73万 | 2.17% | 9,165 | -300 | -3.2% | -$8.44万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | $256.97万 | 2.16% | 50,435 | 10,013 | 24.8% | $51.02万 | 加仓 |
| 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 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $238.29万 | 2.01% | 28,888 | -100 | -0.3% | -$8,249 | 减仓 |
| TSLA | TESLA INC | $217.87万 | 1.84% | 5,180 | 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 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $209.69万 | 1.77% | 2,808 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $203.30万 | 1.71% | 27,045 | -55 | -0.2% | -$4,134 | 减仓 |
| 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 |
| 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 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $194.01万 | 1.63% | 27,229 | 23 | 0.1% | $1,639 | 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 |
| IWB | ISHARES RUSSELL 1000 ETF | $175.70万 | 1.48% | 4,291 | 141 | 3.4% | $5.77万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $175.64万 | 1.48% | 15,745 | 8,285 | 111.1% | $92.42万 | 加仓 |
| CLOI | VANECK CLO ETF | $171.43万 | 1.44% | 32,375 | 31,208 | 2,674.2% | $165.25万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $162.18万 | 1.37% | 6,032 | -146 | -2.4% | -$3.93万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $160.39万 | 1.35% | 12,917 | -103 | -0.8% | -$1.28万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $152.66万 | 1.29% | 12,830 | 286 | 2.3% | $3.40万 | 加仓 |
| OUNZ | VANECK MERK GOLD TRUST | $142.98万 | 1.20% | 37,050 | -200 | -0.5% | -$7,718 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $138.72万 | 1.17% | 13,344 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $137.87万 | 1.16% | 1,841 | -5 | -0.3% | -$3,744 | 减仓 |
| GOOG | ALPHABET INC | $135.89万 | 1.14% | 3,846 | -100 | -2.5% | -$3.53万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $120.30万 | 1.01% | 12,581 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $112.16万 | 0.94% | 18,450 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $110.22万 | 0.93% | 7,175 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $109.72万 | 0.92% | 3,352 | -500 | -13.0% | -$16.37万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $107.85万 | 0.91% | 18,063 | -6,601 | -26.8% | -$39.41万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $82.82万 | 0.70% | 32,905 | 1,400 | 4.4% | $3.52万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $80.87万 | 0.68% | 3,336 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $80.04万 | 0.67% | 10,380 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $77.44万 | 0.65% | 2,050 | 0 | 0.0% | — | 不变 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $77.14万 | 0.65% | 16,362 | 7,145 | 77.5% | $33.68万 | 加仓 |
| V | VISA INC | $68.72万 | 0.58% | 2,003 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $67.21万 | 0.57% | 4,916 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $67.08万 | 0.57% | 7,520 | -1,101 | -12.8% | -$9.82万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $63.93万 | 0.54% | 7,221 | -2,229 | -23.6% | -$19.74万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $63.69万 | 0.54% | 13,568 | -21,106 | -60.9% | -$99.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.67万 | 0.50% | 590 | -10 | -1.7% | -$1.01万 | 减仓 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $50.03万 | 0.42% | 13,038 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $47.02万 | 0.40% | 3,659 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $46.83万 | 0.39% | 1,844 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.54万 | 0.39% | 437 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $46.10万 | 0.39% | 1,132 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $45.40万 | 0.38% | 2,776 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $42.72万 | 0.36% | 2,954 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $42.33万 | 0.36% | 1,657 | -1,200 | -42.0% | -$30.66万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $39.08万 | 0.33% | 569 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $35.03万 | 0.30% | 700 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $34.81万 | 0.29% | 974 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $34.24万 | 0.29% | 6,760 | -3,771 | -35.8% | -$19.10万 | 减仓 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $34.21万 | 0.29% | 3,100 | 2,065 | 199.5% | $22.79万 | 加仓 |
| HD | HOME DEPOT INC | $31.64万 | 0.27% | 897 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.50万 | 0.27% | 2,700 | 300 | 12.5% | $3.50万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.44万 | 0.26% | 900 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.29万 | 0.26% | 2,674 | 0 | 0.0% | — | 不变 |
| ZAP | GLOBAL X U.S. ELECTRIFICATION ETF | $30.28万 | 0.26% | 8,750 | 8,750 | — | $30.28万 | 新建仓 |
| PEP | PEPSICO INC | $29.27万 | 0.25% | 2,162 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $28.78万 | 0.24% | 1,353 | 20 | 1.5% | $4,255 | 加仓 |
| GE | GE AEROSPACE | $28.03万 | 0.24% | 750 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $27.36万 | 0.23% | 5,075 | -200 | -3.8% | -$1.08万 | 减仓 |
| INTC | INTEL CORP | $25.58万 | 0.22% | 1,832 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $25.30万 | 0.21% | 1,293 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $25.14万 | 0.21% | 2,497 | 2,497 | — | $25.14万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.49万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| MMIN | NYLI MACKAY MUNI INSUREDETF | $22.03万 | 0.19% | 9,100 | 7,200 | 378.9% | $17.43万 | 加仓 |
| GEV | GE VERNOVA INC | $21.97万 | 0.19% | 187 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $18.18万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $18.12万 | 0.15% | 400 | -100 | -20.0% | -$4.53万 | 减仓 |
| KO | THE COCA-COLA CO | $16.77万 | 0.14% | 2,063 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $16.58万 | 0.14% | 1,809 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $15.39万 | 0.13% | 1,119 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $14.36万 | 0.12% | 195 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $13.88万 | 0.12% | 751 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $12.96万 | 0.11% | 884 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $12.68万 | 0.11% | 566 | 0 | 0.0% | — | 不变 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $12.42万 | 0.10% | 5,100 | 1,400 | 37.8% | $3.41万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $12.07万 | 0.10% | 129 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $9.92万 | 0.08% | 4,119 | -1,000 | -19.5% | -$2.41万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $9.90万 | 0.08% | 1,958 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $9.77万 | 0.08% | 666 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $9.66万 | 0.08% | 4,000 | 4,000 | — | $9.66万 | 新建仓 |
| DIS | DISNEY WALT CO | $9.62万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $9.62万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $9.53万 | 0.08% | 1,050 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $9.18万 | 0.08% | 200 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $9.13万 | 0.08% | 600 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $9.10万 | 0.08% | 1,612 | 106 | 7.0% | $5,985 | 加仓 |
| BAC | BANK OF AMERICA CORP | $7.98万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $7.92万 | 0.07% | 478 | 0 | 0.0% | — | 不变 |