Petersen Hastings Wealth Advisors Inc.

CIK 2109614 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$1.2B
按 13F 价值排名第 2173（共 9443） · 前 23.0%
持仓
87
截至
2026年6月30日

投资组合价值同比（季度）：+9.2% 13F不披露现金

前十大持仓权重
84.29%
前二十五大持仓权重
96.62%
持仓高于 1%
13
有效持仓数量
10.8

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 1.24% 估计买入 $37624547 · 卖出 $14198402

新仓位
7
增加
34
减少
30
已结清
1
本页内容

行业细分

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%
其他/未映射
98.1%

完整投资组合 87 持仓

类型 连胜 8个季度趋势
DFCF $207625665 17.42% 4918874 $14623828 上涨 ×2
AVLV $177517452 14.90% 1946250 $16097568 下跌 ×1
DUHP $125779257 10.56% 3014121 $16962464 上涨 ×2
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $111695056 9.37% 2100716 $6932481 上涨 ×2
VOO $82765922 6.95% 120508 $11438287 上涨 ×2
AVUV $74521417 6.25% 597318 $7037016 下跌 ×1
BSV $65999991 5.54% 847131 $3267943 上涨 ×2
DFIV $59515095 4.99% 1101723 $413047 下跌 ×2
AVDV $49932086 4.19% 484542 $-565626 下跌 ×2
DFAE $49028957 4.11% 1219322 $5524000 下跌 ×1
DIHP $43732761 3.67% 1281546 $3039576 上涨 ×2
VTEB $28094332 2.36% 555444 $1698207 上涨 ×2
DFUV $27678623 2.32% 503156 $2947634 下跌 ×2
IVE $7477086 0.63% 32930 $440935 下跌 ×2
AAPL Apple Inc. - Common Stock $6942133 0.58% 23991 $1931234 上涨 ×2
IVV $5266569 0.44% 7033 $659805 下跌 ×2
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $4678472 0.39% 93141 $145509 上涨 ×2
MUB $3949439 0.33% 36698 $53946
MSFT Microsoft Corporation - Common Stock $3518249 0.30% 9432 $827853 上涨 ×2
VXF $3175715 0.27% 12898 $458044 下跌 ×2
SPTM $3157949 0.27% 34783 $447772 上涨 ×2
SPY SPY $2403853 0.20% 3219 $310409
DFSU $2302869 0.19% 49386 $272982 下跌 ×2
EFV $2280654 0.19% 29793 $63983 下跌 ×2
VTI $2186013 0.18% 5908 $739960 上涨 ×1
COST Costco Wholesale Corporation - Common Stock $2169805 0.18% 2319 $-148726 下跌 ×1
BRKB $2097134 0.18% 4191 $905843 上涨 ×2
DFAS $2090530 0.18% 25389 $284610
VWO $1582322 0.13% 26509 $121134 下跌 ×1
TSLA Tesla, Inc. - Common Stock $1445182 0.12% 3436 $917669 上涨 ×2
DFLV $1431308 0.12% 36199 $138392 下跌 ×2
BND Vanguard Total Bond Market ETF $1338264 0.11% 18230 $50153 上涨 ×2
DFAT $1301468 0.11% 18619 $134590 下跌 ×2
SPDW $1291294 0.11% 25626 $94351 下跌 ×1
DFSV $1207727 0.10% 31135 $121137 上涨 ×1
SCZ iShares MSCI EAFE Small-Cap ETF $1112290 0.09% 13520 $49129 下跌 ×2
SPYV $1095497 0.09% 18021 $-3287 下跌 ×2
IJR $1048255 0.09% 7068 $167146 下跌 ×2
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1042299 0.09% 12611 $68249 上涨 ×2
VUSB $1032288 0.09% 20737 $-181819 下跌 ×1
GOOG Alphabet Inc. - Class C Capital Stock $977422 0.08% 2766 $196049 上涨 ×2
VUG $945731 0.08% 10979 $-522757 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $945256 0.08% 3966 $89475 下跌 ×1
DFSI $781673 0.07% 17332 $52775 上涨 ×1
TT Trane Technologies plc $746563 0.06% 1520 $113118
DFSB $698170 0.06% 13398 $24686 上涨 ×1
XOM Exxon Mobil Corporation Common Stock $632330 0.05% 4625 $-131479 上涨 ×1
ISRG Intuitive Surgical, Inc. - Common Stock $546810 0.05% 1375 $-87051
IAU $545182 0.05% 7220 $-91333
EFA $538410 0.05% 5183 $34985
LEO BNY Mellon Strategic Municipals, Inc. Common Stock $520708 0.04% 80605 $13703
VEA $516349 0.04% 7247 $-5903 下跌 ×1
DFAC $507168 0.04% 11433 $62882
GOOGL Alphabet Inc. - Class A Common Stock $499358 0.04% 1397 $87893 下跌 ×1
SLYV $493505 0.04% 4523 $40278 下跌 ×2
GWX $464337 0.04% 10611 $-784 下跌 ×2
IJH $426573 0.04% 5532 $50971 下跌 ×2
ORCL Oracle Corporation Common Stock $407409 0.03% 2780 $-1557
NYF $386984 0.03% 7179 $48132 上涨 ×1
SUB $364447 0.03% 3423 $-129820 下跌 ×1
AVGO Broadcom Inc. - Common Stock $353952 0.03% 937 $67346 上涨 ×2
VT $341209 0.03% 2174 $40501
DELL Dell Technologies Inc. Class C Common Stock $326184 0.03% 756 上涨 ×1
COP ConocoPhillips Common Stock $321444 0.03% 3092 $-85644 上涨 ×1
VGIT Vanguard Intermediate-Term Treasury ETF $302096 0.03% 5122 $10777 上涨 ×2
JNJ Johnson & Johnson Common Stock $301970 0.03% 1189 $-18320 下跌 ×1
IWV $300186 0.03% 704 $39227
NVDA NVIDIA Corporation - Common Stock $292544 0.02% 1462 $48034 上涨 ×2
VO $291663 0.02% 3620 $31765 上涨 ×1
DFIC $286455 0.02% 7688 $13300
AVEM $283874 0.02% 2942 $50353 上涨 ×1
DFSE $276218 0.02% 5651 $30008 下跌 ×2
WEC WEC Energy Group, Inc. Common Stock $266586 0.02% 2283 $2399 上涨 ×1
ABT Abbott Laboratories Common Stock $253618 0.02% 2795 $-32729 上涨 ×1
ROK Rockwell Automation, Inc. Common Stock $247540 0.02% 500 上涨 ×1
INTC Intel Corporation - Common Stock $240722 0.02% 1724 上涨 ×1
REGN Regeneron Pharmaceuticals, Inc. - Common Stock $237569 0.02% 381 $-56034 上涨 ×1
PSX Phillips 66 Common Stock $234980 0.02% 1390 $-17521 上涨 ×1
USB U.S. Bancorp Common Stock $234956 0.02% 3890 上涨 ×1
AVUS $232209 0.02% 1813 $30640
VBR $225981 0.02% 930 $23938
FIDU $225019 0.02% 2259 上涨 ×1
VGT $216092 0.02% 1808 上涨 ×1
PCAR PACCAR Inc. - Common Stock $211411 0.02% 1760 $8708 上涨 ×1
QQQ Invesco QQQ Trust, Series 1 $207665 0.02% 282 $6806 下跌 ×1
VTV $201803 0.02% 926 上涨 ×1
DSM BNY Mellon Strategic Municipal Bond Fund, Inc. Common Stock $177920 0.01% 28930 $4051

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
DELL $326184 756 0.03%
ROK $247540 500 0.02%
INTC $240722 1724 0.02%
USB $234956 3890 0.02%
FIDU $225019 2259 0.02%
VGT $216092 1808 0.02%
VTV $201803 926 0.02%

季度涨幅榜

证券 操作 股份变动 价值变动
DUHP 增持 +54K +$17.0M
AVLV 削减 -56K +$16.1M
DFCF 增持 +348K +$14.6M
VOO 增持 +1K +$11.4M
AVUV 削减 -14K +$7.0M
IGIB 增持 +132K +$6.9M
DFAE 削减 -66K +$5.5M
BSV 增持 +47K +$3.3M
DIHP 增持 +19K +$3.0M
DFUV 削减 -7K +$2.9M

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
CEG 2026年6月30日 1030 $287628 9.8%
V 2026年3月31日 582 $204113 21.7%