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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $944.91万 | 9.48% | 29,454 | -100 | -0.3% | -$3.21万 | 减仓 |
| AAPL | APPLE INC | $739.60万 | 7.42% | 29,142 | -382 | -1.3% | -$9.69万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $384.15万 | 3.85% | 83,383 | 4,950 | 6.3% | $22.80万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $333.53万 | 3.35% | 54,392 | -7,219 | -11.7% | -$44.27万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $331.03万 | 3.32% | 19,978 | -24 | -0.1% | -$3,977 | 减仓 |
| NVDA | NVIDIA CORP | $321.44万 | 3.22% | 18,431 | -500 | -2.6% | -$8.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $280.14万 | 2.81% | 7,568 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $270.19万 | 2.71% | 50,250 | -276 | -0.5% | -$1.48万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $247.65万 | 2.48% | 48,740 | 1,074 | 2.3% | $5.46万 | 加仓 |
| AMZN | AMAZON.COM INC | $244.03万 | 2.45% | 11,717 | -100 | -0.8% | -$2.08万 | 减仓 |
| IBM | IBM CORP | $229.42万 | 2.30% | 9,465 | -300 | -3.1% | -$7.27万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $219.55万 | 2.20% | 28,988 | -5,646 | -16.3% | -$42.76万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTHETF | $213.06万 | 2.14% | 16,919 | -424 | -2.4% | -$5.34万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $193.68万 | 1.94% | 9,006 | -650 | -6.7% | -$13.98万 | 减仓 |
| TSLA | TESLA INC | $192.57万 | 1.93% | 5,180 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPEETF | $190.43万 | 1.91% | 27,100 | -3,460 | -11.3% | -$24.31万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | $187.56万 | 1.88% | 40,422 | -650 | -1.6% | -$3.02万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $182.62万 | 1.83% | 2,808 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $174.72万 | 1.75% | 24,664 | 47 | 0.2% | $3,330 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $174.34万 | 1.75% | 27,206 | 3,857 | 16.5% | $24.72万 | 加仓 |
| OUNZ | VANECK MERK GOLD TRUST | $167.81万 | 1.68% | 37,250 | -250 | -0.7% | -$1.13万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $163.25万 | 1.64% | 34,674 | 650 | 1.9% | $3.06万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $147.98万 | 1.48% | 4,150 | -386 | -8.5% | -$13.76万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $142.39万 | 1.43% | 6,178 | -1,125 | -15.4% | -$25.93万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $138.79万 | 1.39% | 3,255 | -130 | -3.8% | -$5.54万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATETREASURY FUND | $138.56万 | 1.39% | 27,525 | 20,063 | 268.9% | $101.00万 | 重新持有 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $136.72万 | 1.37% | 17,863 | -217 | -1.2% | -$1.66万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $129.04万 | 1.29% | 13,344 | -1,300 | -8.9% | -$12.57万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $122.82万 | 1.23% | 12,544 | -3,600 | -22.3% | -$35.25万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $120.58万 | 1.21% | 1,846 | -31 | -1.7% | -$2.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $113.31万 | 1.14% | 3,852 | -200 | -4.9% | -$5.88万 | 减仓 |
| GOOG | ALPHABET INC | $113.19万 | 1.14% | 3,946 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $110.51万 | 1.11% | 12,581 | -600 | -4.6% | -$5.27万 | 减仓 |
| 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 |
| — | EXXON MOBIL CORP | $83.40万 | 0.84% | 4,916 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $78.10万 | 0.78% | 31,505 | 11,550 | 57.9% | $28.63万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $77.89万 | 0.78% | 9,450 | -7,502 | -44.3% | -$61.84万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $73.14万 | 0.73% | 8,621 | 8,621 | — | $73.14万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $71.28万 | 0.71% | 3,336 | 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 |
| AVGO | BROADCOM INC | $63.45万 | 0.64% | 2,050 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $62.26万 | 0.62% | 14,998 | 715 | 5.0% | $2.97万 | 加仓 |
| V | VISA INC | $60.54万 | 0.61% | 2,003 | -125 | -5.9% | -$3.78万 | 减仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $59.34万 | 0.60% | 7,460 | -1,000 | -11.8% | -$7.95万 | 减仓 |
| FTNT | FORTINET INC | $58.63万 | 0.59% | 7,175 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $52.64万 | 0.53% | 10,531 | 29 | 0.3% | $1,450 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.76万 | 0.51% | 600 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $48.15万 | 0.48% | 1,132 | -100 | -8.1% | -$4.25万 | 减仓 |
| 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 |
| JNJ | JOHNSON & JOHNSON | $45.07万 | 0.45% | 1,844 | 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 |
| MRK | MERCK & CO. INC. | $44.01万 | 0.44% | 3,659 | 0 | 0.0% | — | 不变 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $43.59万 | 0.44% | 9,217 | 5,050 | 121.2% | $23.89万 | 加仓 |
| GLW | CORNING INC | $38.85万 | 0.39% | 2,857 | -1,600 | -35.9% | -$21.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.11万 | 0.35% | 2,400 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $35.04万 | 0.35% | 2,954 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $34.00万 | 0.34% | 569 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $33.57万 | 0.34% | 2,162 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $33.54万 | 0.34% | 700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.23万 | 0.33% | 2,674 | -200 | -7.0% | -$2.49万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $32.89万 | 0.33% | 2,776 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $30.96万 | 0.31% | 437 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.50万 | 0.30% | 897 | -200 | -18.2% | -$6.58万 | 减仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $28.02万 | 0.28% | 5,275 | 1,975 | 59.8% | $10.49万 | 加仓 |
| GOOGL | ALPHABET INC | $28.01万 | 0.28% | 974 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $27.22万 | 0.27% | 900 | -122 | -11.9% | -$3.69万 | 减仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $25.61万 | 0.26% | 1,293 | -5,065 | -79.7% | -$100.34万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $25.58万 | 0.26% | 1,333 | 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 |
| MCO | MOODYS CORP | $21.81万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.28万 | 0.21% | 750 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $19.16万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.32万 | 0.16% | 187 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $15.69万 | 0.16% | 2,063 | -93 | -4.3% | -$7,073 | 减仓 |
| CSCO | CISCO SYS INC | $15.52万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $15.42万 | 0.15% | 1,809 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $14.37万 | 0.14% | 5,119 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $13.00万 | 0.13% | 884 | -1,100 | -55.4% | -$16.18万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $12.85万 | 0.13% | 129 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $12.66万 | 0.13% | 1,119 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $11.50万 | 0.12% | 566 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES 01 YEAR TREASURYBOND ETF | $11.43万 | 0.11% | 1,035 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $11.26万 | 0.11% | 195 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $10.78万 | 0.11% | 1,050 | -800 | -43.2% | -$8.21万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $9.91万 | 0.10% | 1,958 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $9.89万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.67万 | 0.10% | 751 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9.64万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $9.62万 | 0.10% | 666 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $9.62万 | 0.10% | 100 | 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 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $8.92万 | 0.09% | 3,700 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $8.89万 | 0.09% | 200 | -41 | -17.0% | -$1.82万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $8.76万 | 0.09% | 600 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $8.53万 | 0.09% | 1,506 | 5 | 0.3% | $283 | 加仓 |
| INTC | INTEL CORP | $8.08万 | 0.08% | 1,832 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $6.83万 | 0.07% | 1,400 | -150 | -9.7% | -$7,312 | 减仓 |
| MA | MASTERCARD INC | $6.25万 | 0.06% | 125 | -100 | -44.4% | -$5.00万 | 减仓 |
| SLB | SLB LIMITED | $6.17万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $6.03万 | 0.06% | 1,123 | 0 | 0.0% | — | 不变 |