Peterson Wealth Advisors, LLC
CIK 1713558 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $846.1M
- 持仓
- 120
- 截至
- 2026年6月30日
按 13F 价值排名第 2738（共 9443） · 前 29.0%
投资组合价值同比（季度）：+12.5% 13F不披露现金
- 前十大持仓权重
- 73.72%
- 前二十五大持仓权重
- 92.21%
- 持仓高于 1%
- 18
- 有效持仓数量
- 10.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.3% 估计买入 $26370155 · 卖出 $2433972
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 93.0% 仍持有
- 新仓位
- 12
- 增加
- 65
- 减少
- 38
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
97.2%
完整投资组合 120 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $216069957 | 25.54% | 2458693 | $32117244 | 上涨 ×2 | ||
| SPDW | $99437970 | 11.75% | 1973367 | $13596255 | 上涨 ×5 | ||
| SPMD | $50554079 | 5.97% | 748284 | $7276362 | 上涨 ×1 | ||
| JBND JPMorgan Active Bond ETF | $49757825 | 5.88% | 930053 | $1711585 | 上涨 ×6 | ||
| HELO | $49531828 | 5.85% | 732936 | $4391115 | 上涨 ×5 | ||
| JPST | $43838205 | 5.18% | 866882 | $1562701 | 上涨 ×1 | ||
| SPSM | $38514271 | 4.55% | 667839 | $6857590 | 上涨 ×1 | ||
| DFEM | $29302785 | 3.46% | 721033 | $5109182 | 上涨 ×1 | ||
| CLIP | $24769134 | 2.93% | 246852 | $932934 | 上涨 ×1 | ||
| JCPB | $22014579 | 2.60% | 468994 | $798051 | 上涨 ×6 | ||
| BOXX | $19608828 | 2.32% | 167468 | $315387 | 上涨 ×6 | ||
| JPIE | $19093917 | 2.26% | 414634 | $380287 | 上涨 ×5 | ||
| VTI | $17863720 | 2.11% | 48275 | $2208197 | 下跌 ×6 | ||
| IVV | $15684408 | 1.85% | 20944 | $1643384 | 下跌 ×4 | ||
| SCHO | $11779202 | 1.39% | 487954 | $302217 | 上涨 ×1 | ||
| IDEV | $11587811 | 1.37% | 130185 | $791144 | 上涨 ×1 | ||
| VNQ | $9817124 | 1.16% | 101806 | $893924 | 上涨 ×1 | ||
| JPIB | $9598684 | 1.13% | 198525 | $443199 | 上涨 ×6 | ||
| SCHM | $7972687 | 0.94% | 216238 | $1183355 | 下跌 ×4 | ||
| VB | $7589736 | 0.90% | 25039 | $855225 | 下跌 ×4 | ||
| IVW | $6869596 | 0.81% | 49950 | $1274218 | 上涨 ×2 | ||
| VEA | $5916710 | 0.70% | 83042 | $409388 | 下跌 ×4 | ||
| VWO | $5401267 | 0.64% | 90489 | $383249 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $3881355 | 0.46% | 13414 | $462256 | 下跌 ×1 | ||
| HEQT | $3771668 | 0.45% | 112453 | $82015 | 下跌 ×5 | ||
| IJR | $3151935 | 0.37% | 21252 | $617839 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $3095898 | 0.37% | 22644 | $-753546 | 下跌 ×1 | ||
| FBND | $2953886 | 0.35% | 64935 | $-150510 | 下跌 ×6 | ||
| SPEM | $2459150 | 0.29% | 47492 | $194712 | 下跌 ×1 | ||
| IJH | $1920525 | 0.23% | 24906 | $135478 | 下跌 ×4 | ||
| JMST | $1842784 | 0.22% | 36133 | $619724 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1710233 | 0.20% | 4585 | $22374 | 上涨 ×1 | ||
| SPTM | $1693675 | 0.20% | 18655 | $220571 | 上涨 ×1 | ||
| VOO | $1504018 | 0.18% | 2190 | $186654 | 下跌 ×1 | ||
| EFAV | $1410367 | 0.17% | 16080 | $-107819 | 下跌 ×1 | ||
| USRT | $1234727 | 0.15% | 18581 | $136234 | 上涨 ×1 | ||
| SCHG | $1212440 | 0.14% | 35829 | $175473 | 上涨 ×4 | ||
| SCHH | $1202447 | 0.14% | 50779 | $16769 | 下跌 ×3 | ||
| EFA | $1099042 | 0.13% | 10580 | $65956 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1098963 | 0.13% | 9703 | $-105771 | 上涨 ×1 | ||
| SCHA | $1092311 | 0.13% | 30233 | $66592 | 下跌 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $1076820 | 0.13% | 4279 | $143113 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1064959 | 0.13% | 2532 | $120342 | 下跌 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $981966 | 0.12% | 922 | $332505 | 上涨 ×1 | ||
| IJK | $953345 | 0.11% | 8114 | $184639 | 上涨 ×4 | ||
| PYLD | $949189 | 0.11% | 35791 | $84855 | 上涨 ×1 | ||
| ICSH | $947541 | 0.11% | 18734 | $-110727 | 下跌 ×2 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $924132 | 0.11% | 2761 | $327828 | |||
| VO | $908602 | 0.11% | 11277 | $99620 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $905788 | 0.11% | 755 | $217662 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $888939 | 0.11% | 6366 | $613935 | 上涨 ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $756234 | 0.09% | 12994 | $-32467 | 下跌 ×6 | ||
| CGMU | $713234 | 0.08% | 25964 | $7949 | 下跌 ×1 | ||
| JMUB | $698011 | 0.08% | 13780 | $6129 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $690724 | 0.08% | 2110 | $75445 | 上涨 ×1 | ||
| IEMG | $682885 | 0.08% | 8243 | $106928 | 下跌 ×2 | ||
| FHEQ | $676558 | 0.08% | 20545 | $54395 | 下跌 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $666394 | 0.08% | 3330 | $104206 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $656840 | 0.08% | 702 | $10198 | 上涨 ×6 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $640089 | 0.08% | 3403 | $112896 | 上涨 ×2 | ||
| DFAS | $578234 | 0.07% | 7023 | $84310 | 上涨 ×4 | ||
| FIGB | $573399 | 0.07% | 13388 | $3535 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $567568 | 0.07% | 6639 | $55635 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $557824 | 0.07% | 990 | $-16890 | 下跌 ×1 | ||
| EFG | $557224 | 0.07% | 4479 | $64980 | 上涨 ×4 | ||
| RSP | $528904 | 0.06% | 2486 | $53140 | 上涨 ×2 | ||
| BRKB | $515902 | 0.06% | 1031 | $24722 | 上涨 ×2 | ||
| CGSM | $509517 | 0.06% | 19311 | $-41303 | 下跌 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $499084 | 0.06% | 2094 | $65049 | 上涨 ×1 | ||
| EEM | $474539 | 0.06% | 6937 | $80686 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $454202 | 0.05% | 1288 | $37341 | 上涨 ×1 | ||
| VOT | $452772 | 0.05% | 1478 | $74972 | 上涨 ×1 | ||
| VBK | $452484 | 0.05% | 1237 | $81150 | 上涨 ×1 | ||
| BBRE | $449016 | 0.05% | 4186 | $54653 | 上涨 ×1 | ||
| BAER Bridger Aerospace Group Holdings, Inc. - Common Stock | $447980 | 0.05% | 233323 | $-14000 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $446546 | 0.05% | 1048 | $72720 | 上涨 ×2 | ||
| VV | $438785 | 0.05% | 1276 | $56775 | 下跌 ×1 | ||
| BKLC | $419846 | 0.05% | 2928 | 上涨 ×1 | |||
| VGT | $417813 | 0.05% | 3496 | $105557 | 上涨 ×2 | ||
| VEU | $416154 | 0.05% | 4969 | $42910 | 下跌 ×1 | ||
| CGMS | $414605 | 0.05% | 15170 | $-1746 | 下跌 ×6 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $414576 | 0.05% | 430 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $395009 | 0.05% | 1046 | $115089 | 上涨 ×1 | ||
| IVE | $390748 | 0.05% | 1721 | $28572 | 上涨 ×1 | ||
| VDE | $390211 | 0.05% | 2599 | $-75619 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $386100 | 0.05% | 1080 | $93980 | 上涨 ×1 | ||
| JMHI | $370169 | 0.04% | 7311 | $6637 | 上涨 ×2 | ||
| VAW | $367711 | 0.04% | 1607 | $2051 | 下跌 ×1 | ||
| CGCP | $363038 | 0.04% | 16287 | $-6262 | 下跌 ×5 | ||
| VPU | $362973 | 0.04% | 1854 | $-1141 | 上涨 ×2 | ||
| VHT | $362320 | 0.04% | 1212 | $41930 | 上涨 ×2 | ||
| VDC | $362139 | 0.04% | 1606 | $1203 | 下跌 ×1 | ||
| QQEW First Trust Nasdaq-100 Select Equal Weight ETF | $349545 | 0.04% | 2190 | $71456 | |||
| VFH | $345491 | 0.04% | 2625 | $39662 | 上涨 ×2 | ||
| VCR | $345316 | 0.04% | 871 | $38567 | 上涨 ×2 | ||
| CGIB | $341013 | 0.04% | 13357 | $21317 | 上涨 ×1 | ||
| VOX | $325045 | 0.04% | 1767 | $11677 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $311125 | 0.04% | 1225 | $14401 | 上涨 ×1 | ||
| DFAU | $292786 | 0.03% | 5664 | $37813 | 上涨 ×1 | ||
| HBAN Huntington Bancshares Incorporated - Common Stock | $280812 | 0.03% | 15838 | $44362 | 上涨 ×1 | ||
| 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 |
|---|---|---|---|
| SPDW | $99437970 | 11.75% | 上涨 ×5 |
| JBND | $49757825 | 5.88% | 上涨 ×6 |
| HELO | $49531828 | 5.85% | 上涨 ×5 |
| JCPB | $22014579 | 2.60% | 上涨 ×6 |
| BOXX | $19608828 | 2.32% | 上涨 ×6 |
| JPIE | $19093917 | 2.26% | 上涨 ×5 |
| JPIB | $9598684 | 1.13% | 上涨 ×6 |
| SCHG | $1212440 | 0.14% | 上涨 ×4 |
| IJK | $953345 | 0.11% | 上涨 ×4 |
| COST | $656840 | 0.08% | 上涨 ×6 |
| DFAS | $578234 | 0.07% | 上涨 ×4 |
| EFG | $557224 | 0.07% | 上涨 ×4 |
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 |
|---|---|---|---|
| SPYM | 增持 | +55K | +$32.1M |
| SPDW | 增持 | +93K | +$13.6M |
| SPMD | 增持 | +17K | +$7.3M |
| SPSM | 增持 | +13K | +$6.9M |
| DFEM | 增持 | +21K | +$5.1M |
| HELO | 增持 | +27K | +$4.4M |
| VTI | 削减 | -525 | +$2.2M |
| JBND | 增持 | +37K | +$1.7M |
| IVV | 削减 | -551 | +$1.6M |
| JPST | 增持 | +32K | +$1.6M |
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 |
|---|---|---|---|---|
| VTV | 2025年3月31日 | 9549 | $1626739 | 不再跟踪 |
| SCHX | 2025年12月31日 | 15052 | $398567 | 不再跟踪 |
| FTBD | 2025年12月31日 | 7477 | $373327 | 不再跟踪 |
| SPYV | 2025年3月31日 | 6340 | $325154 | 不再跟踪 |
| AVGO | 2025年3月31日 | 1088 | $253024 | 122.6% |
| QCOM | 2025年9月30日 | 1582 | $251951 | -3.2% |
| MCD | 2026年3月31日 | 822 | $251110 | -13.6% |
| SPY | 2025年12月31日 | 355 | $237538 | 不再跟踪 |
| ROBT | 2025年3月31日 | 4867 | $223045 | |
| V | 2025年9月30日 | 628 | $222896 | 7.7% |
| SPY | 2025年3月31日 | 375 | $222057 | 不再跟踪 |
| TSM | 2025年12月31日 | 745 | $219159 | 38.3% |
| QCOM | 2025年3月31日 | 1382 | $218048 | 4.8% |
| PEP | 2025年3月31日 | 1395 | $208763 | -4.9% |
| EPS | 2026年3月31日 | 2910 | $206234 | 不再跟踪 |
| FEX | 2025年12月31日 | 1752 | $205271 |