Petersen Hastings Wealth Advisors Inc.
CIK 2109614 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.2B
- Posisi
- 87
- Per tanggal
- 30 Juni 2026
#2.173 dari 9.443 berdasarkan nilai 13F · top 23.0%
Nilai portofolio QoQ: +9.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 84,29%
- Bobot 25 kepemilikan teratas
- 96,62%
- Posisi di atas 1%
- 13
- Jumlah posisi efektif
- 10,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,24% Perkiraan pembelian $37.624.547 · penjualan $14.198.402
- Posisi baru
- 7
- Meningkat
- 34
- Menurun
- 30
- Tertutup
- 1
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 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
1,0%
Retail
0,3%
Consumer Discretionary
0,1%
Communication Services
0,1%
Industrials
0,1%
Energy
0,1%
Health Care
0,1%
Utilities
0,0%
Financials
0,0%
Lainnya/Tidak terpetakan
98,1%
Portofolio lengkap 87 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFCF | $207.625.665 | 17,42% | 4.918.874 | $14.623.828 | Naik ×2 | ||
| AVLV | $177.517.452 | 14,90% | 1.946.250 | $16.097.568 | Turun ×1 | ||
| DUHP | $125.779.257 | 10,56% | 3.014.121 | $16.962.464 | Naik ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $111.695.056 | 9,37% | 2.100.716 | $6.932.481 | Naik ×2 | ||
| VOO | $82.765.922 | 6,95% | 120.508 | $11.438.287 | Naik ×2 | ||
| AVUV | $74.521.417 | 6,25% | 597.318 | $7.037.016 | Turun ×1 | ||
| BSV | $65.999.991 | 5,54% | 847.131 | $3.267.943 | Naik ×2 | ||
| DFIV | $59.515.095 | 4,99% | 1.101.723 | $413.047 | Turun ×2 | ||
| AVDV | $49.932.086 | 4,19% | 484.542 | $-565.626 | Turun ×2 | ||
| DFAE | $49.028.957 | 4,11% | 1.219.322 | $5.524.000 | Turun ×1 | ||
| DIHP | $43.732.761 | 3,67% | 1.281.546 | $3.039.576 | Naik ×2 | ||
| VTEB | $28.094.332 | 2,36% | 555.444 | $1.698.207 | Naik ×2 | ||
| DFUV | $27.678.623 | 2,32% | 503.156 | $2.947.634 | Turun ×2 | ||
| IVE | $7.477.086 | 0,63% | 32.930 | $440.935 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $6.942.133 | 0,58% | 23.991 | $1.931.234 | Naik ×2 | ||
| IVV | $5.266.569 | 0,44% | 7.033 | $659.805 | Turun ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $4.678.472 | 0,39% | 93.141 | $145.509 | Naik ×2 | ||
| MUB | $3.949.439 | 0,33% | 36.698 | $53.946 | |||
| MSFT Microsoft Corporation - Common Stock | $3.518.249 | 0,30% | 9.432 | $827.853 | Naik ×2 | ||
| VXF | $3.175.715 | 0,27% | 12.898 | $458.044 | Turun ×2 | ||
| SPTM | $3.157.949 | 0,27% | 34.783 | $447.772 | Naik ×2 | ||
| SPY SPY | $2.403.853 | 0,20% | 3.219 | $310.409 | |||
| DFSU | $2.302.869 | 0,19% | 49.386 | $272.982 | Turun ×2 | ||
| EFV | $2.280.654 | 0,19% | 29.793 | $63.983 | Turun ×2 | ||
| VTI | $2.186.013 | 0,18% | 5.908 | $739.960 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2.169.805 | 0,18% | 2.319 | $-148.726 | Turun ×1 | ||
| BRKB | $2.097.134 | 0,18% | 4.191 | $905.843 | Naik ×2 | ||
| DFAS | $2.090.530 | 0,18% | 25.389 | $284.610 | |||
| VWO | $1.582.322 | 0,13% | 26.509 | $121.134 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.445.182 | 0,12% | 3.436 | $917.669 | Naik ×2 | ||
| DFLV | $1.431.308 | 0,12% | 36.199 | $138.392 | Turun ×2 | ||
| BND Vanguard Total Bond Market ETF | $1.338.264 | 0,11% | 18.230 | $50.153 | Naik ×2 | ||
| DFAT | $1.301.468 | 0,11% | 18.619 | $134.590 | Turun ×2 | ||
| SPDW | $1.291.294 | 0,11% | 25.626 | $94.351 | Turun ×1 | ||
| DFSV | $1.207.727 | 0,10% | 31.135 | $121.137 | Naik ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1.112.290 | 0,09% | 13.520 | $49.129 | Turun ×2 | ||
| SPYV | $1.095.497 | 0,09% | 18.021 | $-3.287 | Turun ×2 | ||
| IJR | $1.048.255 | 0,09% | 7.068 | $167.146 | Turun ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.042.299 | 0,09% | 12.611 | $68.249 | Naik ×2 | ||
| VUSB | $1.032.288 | 0,09% | 20.737 | $-181.819 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $977.422 | 0,08% | 2.766 | $196.049 | Naik ×2 | ||
| VUG | $945.731 | 0,08% | 10.979 | $-522.757 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $945.256 | 0,08% | 3.966 | $89.475 | Turun ×1 | ||
| DFSI | $781.673 | 0,07% | 17.332 | $52.775 | Naik ×1 | ||
| TT Trane Technologies plc | $746.563 | 0,06% | 1.520 | $113.118 | |||
| DFSB | $698.170 | 0,06% | 13.398 | $24.686 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $632.330 | 0,05% | 4.625 | $-131.479 | Naik ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $546.810 | 0,05% | 1.375 | $-87.051 | |||
| IAU | $545.182 | 0,05% | 7.220 | $-91.333 | |||
| EFA | $538.410 | 0,05% | 5.183 | $34.985 | |||
| LEO BNY Mellon Strategic Municipals, Inc. Common Stock | $520.708 | 0,04% | 80.605 | $13.703 | |||
| VEA | $516.349 | 0,04% | 7.247 | $-5.903 | Turun ×1 | ||
| DFAC | $507.168 | 0,04% | 11.433 | $62.882 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $499.358 | 0,04% | 1.397 | $87.893 | Turun ×1 | ||
| SLYV | $493.505 | 0,04% | 4.523 | $40.278 | Turun ×2 | ||
| GWX | $464.337 | 0,04% | 10.611 | $-784 | Turun ×2 | ||
| IJH | $426.573 | 0,04% | 5.532 | $50.971 | Turun ×2 | ||
| ORCL Oracle Corporation Common Stock | $407.409 | 0,03% | 2.780 | $-1.557 | |||
| NYF | $386.984 | 0,03% | 7.179 | $48.132 | Naik ×1 | ||
| SUB | $364.447 | 0,03% | 3.423 | $-129.820 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $353.952 | 0,03% | 937 | $67.346 | Naik ×2 | ||
| VT | $341.209 | 0,03% | 2.174 | $40.501 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $326.184 | 0,03% | 756 | Naik ×1 | |||
| COP ConocoPhillips Common Stock | $321.444 | 0,03% | 3.092 | $-85.644 | Naik ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $302.096 | 0,03% | 5.122 | $10.777 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $301.970 | 0,03% | 1.189 | $-18.320 | Turun ×1 | ||
| IWV | $300.186 | 0,03% | 704 | $39.227 | |||
| NVDA NVIDIA Corporation - Common Stock | $292.544 | 0,02% | 1.462 | $48.034 | Naik ×2 | ||
| VO | $291.663 | 0,02% | 3.620 | $31.765 | Naik ×1 | ||
| DFIC | $286.455 | 0,02% | 7.688 | $13.300 | |||
| AVEM | $283.874 | 0,02% | 2.942 | $50.353 | Naik ×1 | ||
| DFSE | $276.218 | 0,02% | 5.651 | $30.008 | Turun ×2 | ||
| WEC WEC Energy Group, Inc. Common Stock | $266.586 | 0,02% | 2.283 | $2.399 | Naik ×1 | ||
| ABT Abbott Laboratories Common Stock | $253.618 | 0,02% | 2.795 | $-32.729 | Naik ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $247.540 | 0,02% | 500 | Naik ×1 | |||
| INTC Intel Corporation - Common Stock | $240.722 | 0,02% | 1.724 | Naik ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $237.569 | 0,02% | 381 | $-56.034 | Naik ×1 | ||
| PSX Phillips 66 Common Stock | $234.980 | 0,02% | 1.390 | $-17.521 | Naik ×1 | ||
| USB U.S. Bancorp Common Stock | $234.956 | 0,02% | 3.890 | Naik ×1 | |||
| AVUS | $232.209 | 0,02% | 1.813 | $30.640 | |||
| VBR | $225.981 | 0,02% | 930 | $23.938 | |||
| FIDU | $225.019 | 0,02% | 2.259 | Naik ×1 | |||
| VGT | $216.092 | 0,02% | 1.808 | Naik ×1 | |||
| PCAR PACCAR Inc. - Common Stock | $211.411 | 0,02% | 1.760 | $8.708 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $207.665 | 0,02% | 282 | $6.806 | Turun ×1 | ||
| VTV | $201.803 | 0,02% | 926 | Naik ×1 | |||
| DSM BNY Mellon Strategic Municipal Bond Fund, Inc. Common Stock | $177.920 | 0,01% | 28.930 | $4.051 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DUHP | Beli lebih banyak | +54K | +$17.0M |
| AVLV | Dipangkas | -56K | +$16.1M |
| DFCF | Beli lebih banyak | +348K | +$14.6M |
| VOO | Beli lebih banyak | +1K | +$11.4M |
| AVUV | Dipangkas | -14K | +$7.0M |
| IGIB | Beli lebih banyak | +132K | +$6.9M |
| DFAE | Dipangkas | -66K | +$5.5M |
| BSV | Beli lebih banyak | +47K | +$3.3M |
| DIHP | Beli lebih banyak | +19K | +$3.0M |
| DFUV | Dipangkas | -7K | +$2.9M |
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.