Peterson Wealth Advisors, LLC
CIK 1713558 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $846.1M
- Posisi
- 120
- Per tanggal
- 30 Juni 2026
#2.739 dari 9.443 berdasarkan nilai 13F · top 29.0%
Nilai portofolio QoQ: +12.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 73,72%
- Bobot 25 kepemilikan teratas
- 92,21%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 10,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,3% Perkiraan pembelian $26.370.155 · penjualan $2.433.972
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 93,0% masih dipegang
- Posisi baru
- 12
- Meningkat
- 65
- Menurun
- 38
- 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
1,0%
Energy
0,4%
Retail
0,3%
Healthcare
0,3%
Industrials
0,3%
Consumer Discretionary
0,1%
Financials
0,1%
Communication Services
0,1%
Communications
0,0%
Consumer Staples
0,0%
Lainnya/Tidak terpetakan
97,2%
Portofolio lengkap 120 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $216.069.957 | 25,54% | 2.458.693 | $32.117.244 | Naik ×2 | ||
| SPDW | $99.437.970 | 11,75% | 1.973.367 | $13.596.255 | Naik ×5 | ||
| SPMD | $50.554.079 | 5,97% | 748.284 | $7.276.362 | Naik ×1 | ||
| JBND JPMorgan Active Bond ETF | $49.757.825 | 5,88% | 930.053 | $1.711.585 | Naik ×6 | ||
| HELO | $49.531.828 | 5,85% | 732.936 | $4.391.115 | Naik ×5 | ||
| JPST | $43.838.205 | 5,18% | 866.882 | $1.562.701 | Naik ×1 | ||
| SPSM | $38.514.271 | 4,55% | 667.839 | $6.857.590 | Naik ×1 | ||
| DFEM | $29.302.785 | 3,46% | 721.033 | $5.109.182 | Naik ×1 | ||
| CLIP | $24.769.134 | 2,93% | 246.852 | $932.934 | Naik ×1 | ||
| JCPB | $22.014.579 | 2,60% | 468.994 | $798.051 | Naik ×6 | ||
| BOXX | $19.608.828 | 2,32% | 167.468 | $315.387 | Naik ×6 | ||
| JPIE | $19.093.917 | 2,26% | 414.634 | $380.287 | Naik ×5 | ||
| VTI | $17.863.720 | 2,11% | 48.275 | $2.208.197 | Turun ×6 | ||
| IVV | $15.684.408 | 1,85% | 20.944 | $1.643.384 | Turun ×4 | ||
| SCHO | $11.779.202 | 1,39% | 487.954 | $302.217 | Naik ×1 | ||
| IDEV | $11.587.811 | 1,37% | 130.185 | $791.144 | Naik ×1 | ||
| VNQ | $9.817.124 | 1,16% | 101.806 | $893.924 | Naik ×1 | ||
| JPIB | $9.598.684 | 1,13% | 198.525 | $443.199 | Naik ×6 | ||
| SCHM | $7.972.687 | 0,94% | 216.238 | $1.183.355 | Turun ×4 | ||
| VB | $7.589.736 | 0,90% | 25.039 | $855.225 | Turun ×4 | ||
| IVW | $6.869.596 | 0,81% | 49.950 | $1.274.218 | Naik ×2 | ||
| VEA | $5.916.710 | 0,70% | 83.042 | $409.388 | Turun ×4 | ||
| VWO | $5.401.267 | 0,64% | 90.489 | $383.249 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $3.881.355 | 0,46% | 13.414 | $462.256 | Turun ×1 | ||
| HEQT | $3.771.668 | 0,45% | 112.453 | $82.015 | Turun ×5 | ||
| IJR | $3.151.935 | 0,37% | 21.252 | $617.839 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $3.095.898 | 0,37% | 22.644 | $-753.546 | Turun ×1 | ||
| FBND | $2.953.886 | 0,35% | 64.935 | $-150.510 | Turun ×6 | ||
| SPEM | $2.459.150 | 0,29% | 47.492 | $194.712 | Turun ×1 | ||
| IJH | $1.920.525 | 0,23% | 24.906 | $135.478 | Turun ×4 | ||
| JMST | $1.842.784 | 0,22% | 36.133 | $619.724 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.710.233 | 0,20% | 4.585 | $22.374 | Naik ×1 | ||
| SPTM | $1.693.675 | 0,20% | 18.655 | $220.571 | Naik ×1 | ||
| VOO | $1.504.018 | 0,18% | 2.190 | $186.654 | Turun ×1 | ||
| EFAV | $1.410.367 | 0,17% | 16.080 | $-107.819 | Turun ×1 | ||
| USRT | $1.234.727 | 0,15% | 18.581 | $136.234 | Naik ×1 | ||
| SCHG | $1.212.440 | 0,14% | 35.829 | $175.473 | Naik ×4 | ||
| SCHH | $1.202.447 | 0,14% | 50.779 | $16.769 | Turun ×3 | ||
| EFA | $1.099.042 | 0,13% | 10.580 | $65.956 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.098.963 | 0,13% | 9.703 | $-105.771 | Naik ×1 | ||
| SCHA | $1.092.311 | 0,13% | 30.233 | $66.592 | Turun ×4 | ||
| ABBV AbbVie Inc. Common Stock | $1.076.820 | 0,13% | 4.279 | $143.113 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.064.959 | 0,13% | 2.532 | $120.342 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $981.966 | 0,12% | 922 | $332.505 | Naik ×1 | ||
| IJK | $953.345 | 0,11% | 8.114 | $184.639 | Naik ×4 | ||
| PYLD | $949.189 | 0,11% | 35.791 | $84.855 | Naik ×1 | ||
| ICSH | $947.541 | 0,11% | 18.734 | $-110.727 | Turun ×2 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $924.132 | 0,11% | 2.761 | $327.828 | |||
| VO | $908.602 | 0,11% | 11.277 | $99.620 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $905.788 | 0,11% | 755 | $217.662 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $888.939 | 0,11% | 6.366 | $613.935 | Naik ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $756.234 | 0,09% | 12.994 | $-32.467 | Turun ×6 | ||
| CGMU | $713.234 | 0,08% | 25.964 | $7.949 | Turun ×1 | ||
| JMUB | $698.011 | 0,08% | 13.780 | $6.129 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $690.724 | 0,08% | 2.110 | $75.445 | Naik ×1 | ||
| IEMG | $682.885 | 0,08% | 8.243 | $106.928 | Turun ×2 | ||
| FHEQ | $676.558 | 0,08% | 20.545 | $54.395 | Turun ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $666.394 | 0,08% | 3.330 | $104.206 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $656.840 | 0,08% | 702 | $10.198 | Naik ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $640.089 | 0,08% | 3.403 | $112.896 | Naik ×2 | ||
| DFAS | $578.234 | 0,07% | 7.023 | $84.310 | Naik ×4 | ||
| FIGB | $573.399 | 0,07% | 13.388 | $3.535 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $567.568 | 0,07% | 6.639 | $55.635 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $557.824 | 0,07% | 990 | $-16.890 | Turun ×1 | ||
| EFG | $557.224 | 0,07% | 4.479 | $64.980 | Naik ×4 | ||
| RSP | $528.904 | 0,06% | 2.486 | $53.140 | Naik ×2 | ||
| BRKB | $515.902 | 0,06% | 1.031 | $24.722 | Naik ×2 | ||
| CGSM | $509.517 | 0,06% | 19.311 | $-41.303 | Turun ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $499.084 | 0,06% | 2.094 | $65.049 | Naik ×1 | ||
| EEM | $474.539 | 0,06% | 6.937 | $80.686 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $454.202 | 0,05% | 1.288 | $37.341 | Naik ×1 | ||
| VOT | $452.772 | 0,05% | 1.478 | $74.972 | Naik ×1 | ||
| VBK | $452.484 | 0,05% | 1.237 | $81.150 | Naik ×1 | ||
| BBRE | $449.016 | 0,05% | 4.186 | $54.653 | Naik ×1 | ||
| BAER Bridger Aerospace Group Holdings, Inc. - Common Stock | $447.980 | 0,05% | 233.323 | $-14.000 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $446.546 | 0,05% | 1.048 | $72.720 | Naik ×2 | ||
| VV | $438.785 | 0,05% | 1.276 | $56.775 | Turun ×1 | ||
| BKLC | $419.846 | 0,05% | 2.928 | Naik ×1 | |||
| VGT | $417.813 | 0,05% | 3.496 | $105.557 | Naik ×2 | ||
| VEU | $416.154 | 0,05% | 4.969 | $42.910 | Turun ×1 | ||
| CGMS | $414.605 | 0,05% | 15.170 | $-1.746 | Turun ×6 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $414.576 | 0,05% | 430 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $395.009 | 0,05% | 1.046 | $115.089 | Naik ×1 | ||
| IVE | $390.748 | 0,05% | 1.721 | $28.572 | Naik ×1 | ||
| VDE | $390.211 | 0,05% | 2.599 | $-75.619 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $386.100 | 0,05% | 1.080 | $93.980 | Naik ×1 | ||
| JMHI | $370.169 | 0,04% | 7.311 | $6.637 | Naik ×2 | ||
| VAW | $367.711 | 0,04% | 1.607 | $2.051 | Turun ×1 | ||
| CGCP | $363.038 | 0,04% | 16.287 | $-6.262 | Turun ×5 | ||
| VPU | $362.973 | 0,04% | 1.854 | $-1.141 | Naik ×2 | ||
| VHT | $362.320 | 0,04% | 1.212 | $41.930 | Naik ×2 | ||
| VDC | $362.139 | 0,04% | 1.606 | $1.203 | Turun ×1 | ||
| QQEW First Trust Nasdaq-100 Select Equal Weight ETF | $349.545 | 0,04% | 2.190 | $71.456 | |||
| VFH | $345.491 | 0,04% | 2.625 | $39.662 | Naik ×2 | ||
| VCR | $345.316 | 0,04% | 871 | $38.567 | Naik ×2 | ||
| CGIB | $341.013 | 0,04% | 13.357 | $21.317 | Naik ×1 | ||
| VOX | $325.045 | 0,04% | 1.767 | $11.677 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $311.125 | 0,04% | 1.225 | $14.401 | Naik ×1 | ||
| DFAU | $292.786 | 0,03% | 5.664 | $37.813 | Naik ×1 | ||
| HBAN Huntington Bancshares Incorporated - Common Stock | $280.812 | 0,03% | 15.838 | $44.362 | Naik ×1 | ||
| 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 |
|---|---|---|---|
| SPDW | $99.437.970 | 11,75% | naik ×5 |
| JBND | $49.757.825 | 5,88% | naik ×6 |
| HELO | $49.531.828 | 5,85% | naik ×5 |
| JCPB | $22.014.579 | 2,60% | naik ×6 |
| BOXX | $19.608.828 | 2,32% | naik ×6 |
| JPIE | $19.093.917 | 2,26% | naik ×5 |
| JPIB | $9.598.684 | 1,13% | naik ×6 |
| SCHG | $1.212.440 | 0,14% | naik ×4 |
| IJK | $953.345 | 0,11% | naik ×4 |
| COST | $656.840 | 0,08% | naik ×6 |
| DFAS | $578.234 | 0,07% | naik ×4 |
| EFG | $557.224 | 0,07% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BKLC | $419.846 | 2.928 | 0,05% |
| STX | $414.576 | 430 | 0,05% |
| CSCO | $252.154 | 2.147 | 0,03% |
| CMI | $249.545 | 350 | 0,03% |
| UAL | $239.750 | 1.763 | 0,03% |
| VCRB | $236.270 | 3.059 | 0,03% |
| GBCI | $232.137 | 4.501 | 0,03% |
| EPS | $225.949 | 2.905 | 0,03% |
| FEX | $224.193 | 1.603 | 0,03% |
| DE | $207.929 | 328 | 0,02% |
| GOOG | $207.376 | 587 | 0,02% |
| AMAT | $202.948 | 281 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +55K | +$32.1M |
| SPDW | Beli lebih banyak | +93K | +$13.6M |
| SPMD | Beli lebih banyak | +17K | +$7.3M |
| SPSM | Beli lebih banyak | +13K | +$6.9M |
| DFEM | Beli lebih banyak | +21K | +$5.1M |
| HELO | Beli lebih banyak | +27K | +$4.4M |
| VTI | Dipangkas | -525 | +$2.2M |
| JBND | Beli lebih banyak | +37K | +$1.7M |
| IVV | Dipangkas | -551 | +$1.6M |
| JPST | Beli lebih banyak | +32K | +$1.6M |
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 |
|---|---|---|---|---|
| VTV | 31 Maret 2025 | 9.549 | $1.626.739 | Tidak lagi dilacak |
| SCHX | 31 Des. 2025 | 15.052 | $398.567 | Tidak lagi dilacak |
| FTBD | 31 Des. 2025 | 7.477 | $373.327 | Tidak lagi dilacak |
| SPYV | 31 Maret 2025 | 6.340 | $325.154 | Tidak lagi dilacak |
| AVGO | 31 Maret 2025 | 1.088 | $253.024 | 117,5% |
| QCOM | 30 Sep. 2025 | 1.582 | $251.951 | -2,6% |
| MCD | 31 Maret 2026 | 822 | $251.110 | -12,8% |
| SPY | 31 Des. 2025 | 355 | $237.538 | Tidak lagi dilacak |
| ROBT | 31 Maret 2025 | 4.867 | $223.045 | |
| V | 30 Sep. 2025 | 628 | $222.896 | 7,7% |
| SPY | 31 Maret 2025 | 375 | $222.057 | Tidak lagi dilacak |
| TSM | 31 Des. 2025 | 745 | $219.159 | 35,8% |
| QCOM | 31 Maret 2025 | 1.382 | $218.048 | 5,5% |
| PEP | 31 Maret 2025 | 1.395 | $208.763 | -5,2% |
| EPS | 31 Maret 2026 | 2.910 | $206.234 | Tidak lagi dilacak |
| FEX | 31 Des. 2025 | 1.752 | $205.271 |