Peck Wealth Management, LLC
CIK 2135125 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $118.7M
- 持仓
- 127
- 截至
- 2026年6月30日
按 13F 价值排名第 8048（共 9443） · 前 85.2%
投资组合价值同比（季度）：+19.1% 13F不披露现金
- 前十大持仓权重
- 39.81%
- 前二十五大持仓权重
- 67.28%
- 持仓高于 1%
- 34
- 有效持仓数量
- 35.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.44% 估计买入 $16168476 · 卖出 $7035316
中位数持有期：4.0 季度 跟踪时间 Q3 2025–Q2 2026 · 87.0% 仍持有
- 新仓位
- 7
- 增加
- 22
- 减少
- 26
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
68.3%
完整投资组合 127 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $10880668 | 9.17% | 29404 | $1431556 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $8256076 | 6.96% | 28532 | $860079 | 下跌 ×3 | ||
| USFR | $4555718 | 3.84% | 90481 | $3170110 | 上涨 ×1 | ||
| JQUA | $4046382 | 3.41% | 55982 | $711053 | 上涨 ×1 | ||
| JPIE | $3789988 | 3.19% | 82302 | $-51468 | 下跌 ×1 | ||
| PPA | $3595326 | 3.03% | 20353 | $285026 | 上涨 ×1 | ||
| PAVE | $3353319 | 2.83% | 56913 | $876836 | 上涨 ×3 | ||
| PWB | $3056217 | 2.57% | 18142 | $925596 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2907560 | 2.45% | 14531 | $-306848 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2815555 | 2.37% | 7548 | $14108 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2792630 | 2.35% | 11717 | $352330 | |||
| IBM International Business Machines Corporation Common Stock | $2577290 | 2.17% | 9165 | $283069 | 下跌 ×2 | ||
| PVAL | $2569674 | 2.16% | 50435 | $694097 | 上涨 ×1 | ||
| MINT | $2480430 | 2.09% | 24605 | $2245096 | 上涨 ×3 | ||
| JIRE | $2382936 | 2.01% | 28888 | $187417 | 下跌 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2178708 | 1.84% | 5180 | $253043 | |||
| VIG | $2130999 | 1.80% | 9006 | $194170 | |||
| SPY SPY | $2096930 | 1.77% | 2808 | $270775 | |||
| IEUR | $2032991 | 1.71% | 27045 | $128654 | 下跌 ×2 | ||
| HFXI | $2003801 | 1.69% | 52607 | ||||
| RSPA | $1976351 | 1.67% | 37045 | $1512397 | 上涨 ×1 | ||
| VEA | $1940097 | 1.63% | 27229 | $196733 | 上涨 ×3 | ||
| SPYM | $1923214 | 1.62% | 21885 | $556012 | 上涨 ×1 | ||
| IWB | $1757007 | 1.48% | 4291 | $277243 | 上涨 ×1 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $1756380 | 1.48% | 15745 | $1163012 | 上涨 ×1 | ||
| CLOI | $1714256 | 1.44% | 32375 | ||||
| HWM Howmet Aerospace Inc. Common Stock | $1621798 | 1.37% | 6032 | $197917 | 下跌 ×3 | ||
| IWF | $1603892 | 1.35% | 12917 | $215961 | 上涨 ×1 | ||
| SPYG | $1526597 | 1.29% | 12830 | $298394 | 上涨 ×1 | ||
| OUNZ | $1429760 | 1.20% | 37050 | $-248352 | 下跌 ×3 | ||
| MOAT | $1387249 | 1.17% | 13344 | $96878 | |||
| IVV | $1378691 | 1.16% | 1841 | $172879 | 下跌 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1358907 | 1.14% | 3846 | $226957 | 下跌 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1202983 | 1.01% | 12581 | $97890 | |||
| SPYV | $1121585 | 0.94% | 18450 | $77675 | |||
| FTNT Fortinet, Inc. - Common Stock | $1102224 | 0.93% | 7175 | $515883 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1097210 | 0.92% | 3352 | $-35894 | 下跌 ×3 | ||
| SHLD | $1078524 | 0.91% | 18063 | $-668694 | 下跌 ×1 | ||
| FLMI | $828219 | 0.70% | 32905 | $47210 | 上涨 ×2 | ||
| IWD | $808746 | 0.68% | 3336 | $95943 | |||
| IJH | $800402 | 0.67% | 10380 | $99441 | |||
| AVGO Broadcom Inc. - Common Stock | $774388 | 0.65% | 2050 | $139892 | |||
| JSCP | $771365 | 0.65% | 16362 | $335422 | 上涨 ×2 | ||
| V Visa Inc. | $687209 | 0.58% | 2003 | $81822 | |||
| XOM Exxon Mobil Corporation Common Stock | $672116 | 0.57% | 4916 | $-161933 | |||
| AVDE | $670804 | 0.57% | 7520 | $-60642 | 下跌 ×1 | ||
| VGK | $639346 | 0.54% | 7221 | $-139592 | 下跌 ×3 | ||
| JCPB | $636878 | 0.54% | 13568 | $-995573 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $596708 | 0.50% | 590 | $89114 | 下跌 ×1 | ||
| TOUS | $500252 | 0.42% | 13038 | $49934 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $470182 | 0.40% | 3659 | $30041 | |||
| JNJ Johnson & Johnson Common Stock | $468321 | 0.39% | 1844 | $17574 | |||
| CAT Caterpillar, Inc. Common Stock | $465361 | 0.39% | 437 | $155764 | |||
| SPGI S&P Global Inc. Common Stock | $461018 | 0.39% | 1132 | $-20467 | |||
| IGM | $454049 | 0.38% | 2776 | $125101 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $427178 | 0.36% | 2954 | $76745 | |||
| GLW Corning Incorporated Common Stock | $423305 | 0.36% | 1657 | $34808 | 下跌 ×2 | ||
| VOO | $390795 | 0.33% | 569 | $50789 | |||
| BRKB | $350273 | 0.30% | 700 | $14833 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $348078 | 0.29% | 974 | $67995 | |||
| JMUB | $342428 | 0.29% | 6760 | $-184007 | 下跌 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $342085 | 0.29% | 3100 | $227831 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $316354 | 0.27% | 897 | $21340 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $315009 | 0.27% | 2700 | $-36063 | 上涨 ×1 | ||
| AXP American Express Company Common Stock | $304425 | 0.26% | 900 | $32193 | |||
| WMT Walmart Inc. - Common Stock | $302857 | 0.26% | 2674 | $-29468 | |||
| ZAP Global X U.S. Electrification ETF | $302838 | 0.26% | 8750 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $292735 | 0.25% | 2162 | $-43002 | |||
| RSP | $287836 | 0.24% | 1353 | $32045 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $280298 | 0.24% | 750 | $67470 | |||
| NYF | $273568 | 0.23% | 5075 | $-6640 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $255802 | 0.22% | 1832 | $174956 | |||
| VPU | $253025 | 0.21% | 1293 | $-3115 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $251373 | 0.21% | 2497 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234920 | 0.20% | 2000 | $79740 | |||
| MMIN | $220311 | 0.19% | 9100 | $175262 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $219699 | 0.19% | 187 | $56467 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $181800 | 0.15% | 1200 | $-9840 | |||
| MCO Moody's Corporation Common Stock | $181168 | 0.15% | 400 | $-36957 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $167660 | 0.14% | 2063 | $10769 | |||
| CL Colgate-Palmolive Company Common Stock | $165849 | 0.14% | 1809 | $11668 | |||
| IVW | $153896 | 0.13% | 1119 | $27326 | |||
| QQQ Invesco QQQ Trust, Series 1 | $143598 | 0.12% | 195 | $31048 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $138777 | 0.12% | 751 | $42063 | |||
| ORCL Oracle Corporation Common Stock | $129550 | 0.11% | 884 | $-495 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $126756 | 0.11% | 566 | $11756 | |||
| MMIT | $124185 | 0.10% | 5100 | $34997 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $120676 | 0.10% | 129 | $-7863 | |||
| PFE Pfizer, Inc. Common Stock | $99186 | 0.08% | 4119 | $-44556 | 下跌 ×1 | ||
| JPST | $99035 | 0.08% | 1958 | $-78 | |||
| PG Procter & Gamble Company (The) Common Stock | $97662 | 0.08% | 666 | $1465 | |||
| SCHO | $96560 | 0.08% | 4000 | 上涨 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $96250 | 0.08% | 1000 | $-130 | |||
| BLK BlackRock, Inc. Common Stock | $96156 | 0.08% | 100 | $-15 | |||
| ABT Abbott Laboratories Common Stock | $95277 | 0.08% | 1050 | $-12527 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $91752 | 0.08% | 200 | $2872 | |||
| SDY | $91308 | 0.08% | 600 | $3744 | |||
| JEPI | $91021 | 0.08% | 1612 | $5677 | 上涨 ×3 | ||
| BAC Bank of America Corporation Common Stock | $79772 | 0.07% | 1400 | $11522 | |||
| CVX Chevron Corporation Common Stock | $79233 | 0.07% | 478 | $-19665 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| PAVE | $3353319 | 2.83% | 上涨 ×3 |
| MINT | $2480430 | 2.09% | 上涨 ×3 |
| VEA | $1940097 | 1.63% | 上涨 ×3 |
| JEPI | $91021 | 0.08% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| USFR | 增持 | +63K | +$3.2M |
| RSPA | 增持 | +28K | +$1.5M |
| VTI | 削减 | -50 | +$1.4M |
| JTEK | 增持 | +8K | +$1.2M |
| JCPB | 削减 | -21K | -$996K |
| PWB | 增持 | +1K | +$926K |
| PAVE | 增持 | +8K | +$877K |
| AAPL | 削减 | -610 | +$860K |
| JQUA | 增持 | +2K | +$711K |
| PVAL | 增持 | +10K | +$694K |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PTRB | 2026年6月30日 | 14998 | $622583 | 不再跟踪 |
| USFR | 2025年12月31日 | 7462 | $375099 | 不再跟踪 |
| PANW | 2026年3月31日 | 1600 | $294720 | 114.6% |
| IJT | 2025年12月31日 | 1112 | $157348 | |
| GRPM | 2025年12月31日 | 1254 | $151258 | 不再跟踪 |
| PGR | 2026年3月31日 | 600 | $136632 | 11.0% |
| DBAW | 2026年3月31日 | 2767 | $114069 | 不再跟踪 |
| VOT | 2026年3月31日 | 300 | $83742 | 不再跟踪 |
| CLOI | 2026年3月31日 | 1167 | $61647 | 不再跟踪 |
| MCD | 2025年12月31日 | 200 | $60778 | -12.1% |
| ARES | 2026年3月31日 | 300 | $48489 | 30.7% |
| CADE | 2026年3月31日 | 1000 | $42840 | 不再跟踪 |
| USMV | 2025年12月31日 | 400 | $38056 | 不再跟踪 |
| ACN | 2026年3月31日 | 117 | $31391 | -7.9% |
| RSG | 2026年6月30日 | 133 | $29130 | 3.1% |
| AZO | 2025年12月31日 | 6 | $25741 | -12.8% |
| KD | 2025年12月31日 | 800 | $24024 | -53.3% |
| LOW | 2025年12月31日 | 94 | $23623 | -9.8% |
| CHKP | 2025年12月31日 | 100 | $20691 | -30.2% |
| DOW | 2026年3月31日 | 589 | $13771 | -21.1% |
| HFXI | 2026年3月31日 | 300 | $9735 | 不再跟踪 |
| FPE | 2025年12月31日 | 400 | $7296 | 不再跟踪 |