Peck Wealth Management, LLC 13F 持仓 · 2026年Q2

Peck Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 1.19 亿美元。前几大持仓：VTI（9.17%）、AAPL（6.96%）、USFR（3.84%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 8 只。

排名	代码	公司	市值	占组合	股数	变动
1	VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	$10.9M	9.17%	29,404	减持
2	AAPL	APPLE INC	$8.3M	6.96%	28,532	减持
3	USFR	WISDOMTREE FLOATING RATETREASURY FUND	$4.6M	3.84%	90,481	增持
4	JQUA	JPMORGAN U.S. QUALITY FACTOR ETF	$4.0M	3.41%	55,982	增持
5	JPIE	JPMORGAN INCOME ETF	$3.8M	3.19%	82,302	减持
6	PPA	INVESCO AEROSPACE & DEFENSE ETF	$3.6M	3.03%	20,353	增持
7	PAVE	GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	$3.4M	2.83%	56,913	增持
8	PWB	INVESCO LARGE CAP GROWTHETF	$3.1M	2.57%	18,142	增持
9	NVDA	NVIDIA CORP	$2.9M	2.45%	14,531	减持
10	MSFT	MICROSOFT CORP	$2.8M	2.37%	7,548	减持
11	AMZN	AMAZON.COM INC	$2.8M	2.35%	11,717	持平
12	IBM	IBM CORP	$2.6M	2.17%	9,165	减持
13	PVAL	PUTNAM FOCUSED LARGE CAPVALUE ETF	$2.6M	2.16%	50,435	增持
14	MINT	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	$2.5M	2.09%	24,605	增持
15	JIRE	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF	$2.4M	2.01%	28,888	减持
16	TSLA	TESLA INC	$2.2M	1.84%	5,180	持平
17	VIG	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	$2.1M	1.80%	9,006	持平
18	SPY	STATE STREET SPDR S&P 500 ETF TRUST	$2.1M	1.77%	2,808	持平
19	IEUR	ISHARES CORE MSCI EUROPEETF	$2.0M	1.71%	27,045	减持
20	HFXI	NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF	$2.0M	1.69%	52,607	新建仓
21	RSPA	INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF	$2.0M	1.67%	37,045	增持
22	VEA	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	$1.9M	1.63%	27,229	增持
23	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	$1.9M	1.62%	21,885	增持
24	IWB	ISHARES RUSSELL 1000 ETF	$1.8M	1.48%	4,291	增持
25	JTEK	JPMORGAN U.S. TECH LEADERS ETF	$1.8M	1.48%	15,745	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR