Peck Wealth Management, LLC
CIK 2135125 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $118.7M
- Posisi
- 127
- Per tanggal
- 30 Juni 2026
#8.048 dari 9.443 berdasarkan nilai 13F · top 85.2%
Nilai portofolio QoQ: +19.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 39,81%
- Bobot 25 kepemilikan teratas
- 67,28%
- Posisi di atas 1%
- 34
- Jumlah posisi efektif
- 35,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,44% Perkiraan pembelian $16.168.476 · penjualan $7.035.316
Kepemilikan median: 4,0 kuartal Dilacak Q3 2025–Q2 2026 · 87,0% masih dipegang
- Posisi baru
- 7
- Meningkat
- 22
- Menurun
- 26
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
16,3%
Retail
3,1%
Industrials
2,7%
Financial Services
2,5%
Consumer Discretionary
1,8%
Communication Services
1,5%
Healthcare
1,1%
Financials
1,0%
Energy
0,7%
Consumer Staples
0,4%
Communications
0,2%
Consumer products
0,2%
Utilities
0,1%
Materials
0,0%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
68,3%
Portofolio lengkap 127 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $10.880.668 | 9,17% | 29.404 | $1.431.556 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $8.256.076 | 6,96% | 28.532 | $860.079 | Turun ×3 | ||
| USFR | $4.555.718 | 3,84% | 90.481 | $3.170.110 | Naik ×1 | ||
| JQUA | $4.046.382 | 3,41% | 55.982 | $711.053 | Naik ×1 | ||
| JPIE | $3.789.988 | 3,19% | 82.302 | $-51.468 | Turun ×1 | ||
| PPA | $3.595.326 | 3,03% | 20.353 | $285.026 | Naik ×1 | ||
| PAVE | $3.353.319 | 2,83% | 56.913 | $876.836 | Naik ×3 | ||
| PWB | $3.056.217 | 2,57% | 18.142 | $925.596 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.907.560 | 2,45% | 14.531 | $-306.848 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.815.555 | 2,37% | 7.548 | $14.108 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.792.630 | 2,35% | 11.717 | $352.330 | |||
| IBM International Business Machines Corporation Common Stock | $2.577.290 | 2,17% | 9.165 | $283.069 | Turun ×2 | ||
| PVAL | $2.569.674 | 2,16% | 50.435 | $694.097 | Naik ×1 | ||
| MINT | $2.480.430 | 2,09% | 24.605 | $2.245.096 | Naik ×3 | ||
| JIRE | $2.382.936 | 2,01% | 28.888 | $187.417 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2.178.708 | 1,84% | 5.180 | $253.043 | |||
| VIG | $2.130.999 | 1,80% | 9.006 | $194.170 | |||
| SPY SPY | $2.096.930 | 1,77% | 2.808 | $270.775 | |||
| IEUR | $2.032.991 | 1,71% | 27.045 | $128.654 | Turun ×2 | ||
| HFXI | $2.003.801 | 1,69% | 52.607 | ||||
| RSPA | $1.976.351 | 1,67% | 37.045 | $1.512.397 | Naik ×1 | ||
| VEA | $1.940.097 | 1,63% | 27.229 | $196.733 | Naik ×3 | ||
| SPYM | $1.923.214 | 1,62% | 21.885 | $556.012 | Naik ×1 | ||
| IWB | $1.757.007 | 1,48% | 4.291 | $277.243 | Naik ×1 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $1.756.380 | 1,48% | 15.745 | $1.163.012 | Naik ×1 | ||
| CLOI | $1.714.256 | 1,44% | 32.375 | ||||
| HWM Howmet Aerospace Inc. Common Stock | $1.621.798 | 1,37% | 6.032 | $197.917 | Turun ×3 | ||
| IWF | $1.603.892 | 1,35% | 12.917 | $215.961 | Naik ×1 | ||
| SPYG | $1.526.597 | 1,29% | 12.830 | $298.394 | Naik ×1 | ||
| OUNZ | $1.429.760 | 1,20% | 37.050 | $-248.352 | Turun ×3 | ||
| MOAT | $1.387.249 | 1,17% | 13.344 | $96.878 | |||
| IVV | $1.378.691 | 1,16% | 1.841 | $172.879 | Turun ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.358.907 | 1,14% | 3.846 | $226.957 | Turun ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1.202.983 | 1,01% | 12.581 | $97.890 | |||
| SPYV | $1.121.585 | 0,94% | 18.450 | $77.675 | |||
| FTNT Fortinet, Inc. - Common Stock | $1.102.224 | 0,93% | 7.175 | $515.883 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1.097.210 | 0,92% | 3.352 | $-35.894 | Turun ×3 | ||
| SHLD | $1.078.524 | 0,91% | 18.063 | $-668.694 | Turun ×1 | ||
| FLMI | $828.219 | 0,70% | 32.905 | $47.210 | Naik ×2 | ||
| IWD | $808.746 | 0,68% | 3.336 | $95.943 | |||
| IJH | $800.402 | 0,67% | 10.380 | $99.441 | |||
| AVGO Broadcom Inc. - Common Stock | $774.388 | 0,65% | 2.050 | $139.892 | |||
| JSCP | $771.365 | 0,65% | 16.362 | $335.422 | Naik ×2 | ||
| V Visa Inc. | $687.209 | 0,58% | 2.003 | $81.822 | |||
| XOM Exxon Mobil Corporation Common Stock | $672.116 | 0,57% | 4.916 | $-161.933 | |||
| AVDE | $670.804 | 0,57% | 7.520 | $-60.642 | Turun ×1 | ||
| VGK | $639.346 | 0,54% | 7.221 | $-139.592 | Turun ×3 | ||
| JCPB | $636.878 | 0,54% | 13.568 | $-995.573 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $596.708 | 0,50% | 590 | $89.114 | Turun ×1 | ||
| TOUS | $500.252 | 0,42% | 13.038 | $49.934 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $470.182 | 0,40% | 3.659 | $30.041 | |||
| JNJ Johnson & Johnson Common Stock | $468.321 | 0,39% | 1.844 | $17.574 | |||
| CAT Caterpillar, Inc. Common Stock | $465.361 | 0,39% | 437 | $155.764 | |||
| SPGI S&P Global Inc. Common Stock | $461.018 | 0,39% | 1.132 | $-20.467 | |||
| IGM | $454.049 | 0,38% | 2.776 | $125.101 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $427.178 | 0,36% | 2.954 | $76.745 | |||
| GLW Corning Incorporated Common Stock | $423.305 | 0,36% | 1.657 | $34.808 | Turun ×2 | ||
| VOO | $390.795 | 0,33% | 569 | $50.789 | |||
| BRKB | $350.273 | 0,30% | 700 | $14.833 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $348.078 | 0,29% | 974 | $67.995 | |||
| JMUB | $342.428 | 0,29% | 6.760 | $-184.007 | Turun ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $342.085 | 0,29% | 3.100 | $227.831 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $316.354 | 0,27% | 897 | $21.340 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $315.009 | 0,27% | 2.700 | $-36.063 | Naik ×1 | ||
| AXP American Express Company Common Stock | $304.425 | 0,26% | 900 | $32.193 | |||
| WMT Walmart Inc. - Common Stock | $302.857 | 0,26% | 2.674 | $-29.468 | |||
| ZAP Global X U.S. Electrification ETF | $302.838 | 0,26% | 8.750 | Naik ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $292.735 | 0,25% | 2.162 | $-43.002 | |||
| RSP | $287.836 | 0,24% | 1.353 | $32.045 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $280.298 | 0,24% | 750 | $67.470 | |||
| NYF | $273.568 | 0,23% | 5.075 | $-6.640 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $255.802 | 0,22% | 1.832 | $174.956 | |||
| VPU | $253.025 | 0,21% | 1.293 | $-3.115 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $251.373 | 0,21% | 2.497 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234.920 | 0,20% | 2.000 | $79.740 | |||
| MMIN | $220.311 | 0,19% | 9.100 | $175.262 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $219.699 | 0,19% | 187 | $56.467 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $181.800 | 0,15% | 1.200 | $-9.840 | |||
| MCO Moody's Corporation Common Stock | $181.168 | 0,15% | 400 | $-36.957 | Turun ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $167.660 | 0,14% | 2.063 | $10.769 | |||
| CL Colgate-Palmolive Company Common Stock | $165.849 | 0,14% | 1.809 | $11.668 | |||
| IVW | $153.896 | 0,13% | 1.119 | $27.326 | |||
| QQQ Invesco QQQ Trust, Series 1 | $143.598 | 0,12% | 195 | $31.048 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $138.777 | 0,12% | 751 | $42.063 | |||
| ORCL Oracle Corporation Common Stock | $129.550 | 0,11% | 884 | $-495 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $126.756 | 0,11% | 566 | $11.756 | |||
| MMIT | $124.185 | 0,10% | 5.100 | $34.997 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $120.676 | 0,10% | 129 | $-7.863 | |||
| PFE Pfizer, Inc. Common Stock | $99.186 | 0,08% | 4.119 | $-44.556 | Turun ×1 | ||
| JPST | $99.035 | 0,08% | 1.958 | $-78 | |||
| PG Procter & Gamble Company (The) Common Stock | $97.662 | 0,08% | 666 | $1.465 | |||
| SCHO | $96.560 | 0,08% | 4.000 | Naik ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $96.250 | 0,08% | 1.000 | $-130 | |||
| BLK BlackRock, Inc. Common Stock | $96.156 | 0,08% | 100 | $-15 | |||
| ABT Abbott Laboratories Common Stock | $95.277 | 0,08% | 1.050 | $-12.527 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $91.752 | 0,08% | 200 | $2.872 | |||
| SDY | $91.308 | 0,08% | 600 | $3.744 | |||
| JEPI | $91.021 | 0,08% | 1.612 | $5.677 | Naik ×3 | ||
| BAC Bank of America Corporation Common Stock | $79.772 | 0,07% | 1.400 | $11.522 | |||
| CVX Chevron Corporation Common Stock | $79.233 | 0,07% | 478 | $-19.665 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| PAVE | $3.353.319 | 2,83% | naik ×3 |
| MINT | $2.480.430 | 2,09% | naik ×3 |
| VEA | $1.940.097 | 1,63% | naik ×3 |
| JEPI | $91.021 | 0,08% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| USFR | Beli lebih banyak | +63K | +$3.2M |
| RSPA | Beli lebih banyak | +28K | +$1.5M |
| VTI | Dipangkas | -50 | +$1.4M |
| JTEK | Beli lebih banyak | +8K | +$1.2M |
| JCPB | Dipangkas | -21K | -$996K |
| PWB | Beli lebih banyak | +1K | +$926K |
| PAVE | Beli lebih banyak | +8K | +$877K |
| AAPL | Dipangkas | -610 | +$860K |
| JQUA | Beli lebih banyak | +2K | +$711K |
| PVAL | Beli lebih banyak | +10K | +$694K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PTRB | 30 Juni 2026 | 14.998 | $622.583 | Tidak lagi dilacak |
| USFR | 31 Des. 2025 | 7.462 | $375.099 | Tidak lagi dilacak |
| PANW | 31 Maret 2026 | 1.600 | $294.720 | 121,9% |
| IJT | 31 Des. 2025 | 1.112 | $157.348 | |
| GRPM | 31 Des. 2025 | 1.254 | $151.258 | Tidak lagi dilacak |
| PGR | 31 Maret 2026 | 600 | $136.632 | 10,9% |
| DBAW | 31 Maret 2026 | 2.767 | $114.069 | Tidak lagi dilacak |
| VOT | 31 Maret 2026 | 300 | $83.742 | Tidak lagi dilacak |
| CLOI | 31 Maret 2026 | 1.167 | $61.647 | Tidak lagi dilacak |
| MCD | 31 Des. 2025 | 200 | $60.778 | -11,4% |
| ARES | 31 Maret 2026 | 300 | $48.489 | 31,6% |
| CADE | 31 Maret 2026 | 1.000 | $42.840 | Tidak lagi dilacak |
| USMV | 31 Des. 2025 | 400 | $38.056 | Tidak lagi dilacak |
| ACN | 31 Maret 2026 | 117 | $31.391 | -6,7% |
| RSG | 30 Juni 2026 | 133 | $29.130 | 3,7% |
| AZO | 31 Des. 2025 | 6 | $25.741 | -11,4% |
| KD | 31 Des. 2025 | 800 | $24.024 | -53,4% |
| LOW | 31 Des. 2025 | 94 | $23.623 | -9,3% |
| CHKP | 31 Des. 2025 | 100 | $20.691 | -28,5% |
| DOW | 31 Maret 2026 | 589 | $13.771 | -21,5% |
| HFXI | 31 Maret 2026 | 300 | $9.735 | Tidak lagi dilacak |
| FPE | 31 Des. 2025 | 400 | $7.296 | Tidak lagi dilacak |