PETERSON WEALTH MANAGEMENT
CIK 1785144 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $214.6M
- 持仓
- 184
- 截至
- 2026年6月30日
按 13F 价值排名第 6224（共 9443） · 前 65.9%
投资组合价值同比（季度）：+24.4% 13F不披露现金
- 前十大持仓权重
- 68.21%
- 前二十五大持仓权重
- 93.00%
- 持仓高于 1%
- 21
- 有效持仓数量
- 14.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 14.96% 估计买入 $46888431 · 卖出 $28958363
中位数持有期：2.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.8% 仍持有
- 新仓位
- 38
- 增加
- 83
- 减少
- 17
- 已结清
- 20
本页内容
行业细分
Technology
12.6%
Retail
11.4%
Utilities
2.7%
Financials
2.5%
Communication Services
2.5%
Healthcare
2.2%
Consumer Staples
0.8%
Consumer Discretionary
0.7%
Industrials
0.7%
Financial Services
0.5%
Energy
0.2%
Real Estate
0.1%
Materials
0.1%
Telecommunication
0.0%
Communications
0.0%
Consumer products
0.0%
其他/未映射
62.8%
完整投资组合 184 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $32933219 | 15.35% | 44722 | $10608088 | 上涨 ×3 | ||
| SPY SPY | $30352155 | 14.14% | 40645 | $7825121 | 上涨 ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $18787899 | 8.75% | 227319 | $3516302 | 上涨 ×1 | ||
| VIG | $14316581 | 6.67% | 60505 | $4600360 | 上涨 ×2 | ||
| XLU XLU | $9942155 | 4.63% | 219280 | $-52733 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8954910 | 4.17% | 37572 | $1517172 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $8849544 | 4.12% | 23724 | $4280356 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $7937740 | 3.70% | 8485 | $1376876 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $7315478 | 3.41% | 64590 | $1811781 | 上涨 ×2 | ||
| XLY XLY | $6986333 | 3.26% | 59570 | $2623854 | 上涨 ×3 | ||
| XLV XLV | $6686240 | 3.12% | 42142 | $786529 | 上涨 ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $5586601 | 2.60% | 63650 | $1048534 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4608090 | 2.15% | 14078 | $622140 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4555435 | 2.12% | 3798 | $4253750 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4539303 | 2.12% | 9505 | $1337903 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4329744 | 2.02% | 21639 | $1006245 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $4221966 | 1.97% | 11177 | $2841727 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4078426 | 1.90% | 7240 | $1391189 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $3735195 | 1.74% | 12908 | $2812303 | 上涨 ×3 | ||
| XLF XLF | $2436743 | 1.14% | 45453 | $1245650 | 上涨 ×2 | ||
| TFLO | $2288830 | 1.07% | 45207 | 上涨 ×1 | |||
| MDY | $1757991 | 0.82% | 2499 | $204856 | 下跌 ×1 | ||
| XLC XLC | $1628377 | 0.76% | 15200 | $-88623 | 下跌 ×1 | ||
| XLP XLP | $1432629 | 0.67% | 17246 | $103082 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1309786 | 0.61% | 9673 | $-188623 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1074212 | 0.50% | 2554 | $295396 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $1065594 | 0.50% | 2075 | $93216 | 上涨 ×2 | ||
| SKYY First Trust Cloud Computing ETF | $1032075 | 0.48% | 7670 | $610930 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $938858 | 0.44% | 799 | $429886 | 上涨 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $840607 | 0.39% | 7205 | 上涨 ×1 | |||
| RBLX Roblox Corporation Class A Common Stock | $781984 | 0.36% | 14380 | $-31349 | |||
| EIG Employers Holdings Inc Common Stock | $526183 | 0.25% | 10424 | $100657 | 上涨 ×6 | ||
| XLK XLK | $512416 | 0.24% | 2690 | $177973 | 上涨 ×4 | ||
| SCHX | $396468 | 0.18% | 13472 | $51961 | 上涨 ×4 | ||
| XBI XBI | $335174 | 0.16% | 2118 | $159801 | 上涨 ×1 | ||
| SPDW | $331675 | 0.15% | 6582 | $35470 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $323190 | 0.15% | 2364 | $-99410 | 下跌 ×1 | ||
| IWM | $317809 | 0.15% | 1058 | $48296 | 下跌 ×1 | ||
| SCHM | $271358 | 0.13% | 7360 | $44170 | 上涨 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $239718 | 0.11% | 680 | $-105578 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $238021 | 0.11% | 3242 | $1646 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $216902 | 0.10% | 607 | $78339 | 上涨 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $184442 | 0.09% | 189 | $-6374 | 下跌 ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $183548 | 0.09% | 380 | $146284 | 上涨 ×1 | ||
| IVT InvenTrust Properties Corp. Common Stock | $151084 | 0.07% | 4268 | $22095 | 上涨 ×1 | ||
| SCHE | $148029 | 0.07% | 4082 | $13680 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $137676 | 0.06% | 237 | $107161 | 上涨 ×1 | ||
| SMH SMH | $135773 | 0.06% | 207 | $85929 | 上涨 ×1 | ||
| O Realty Income Corporation Common Stock | $135692 | 0.06% | 2190 | $1708 | |||
| MCRI Monarch Casino & Resort, Inc. - Common Stock | $134047 | 0.06% | 1019 | $36904 | 上涨 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $133518 | 0.06% | 1870 | $31407 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $130721 | 0.06% | 257 | $-23319 | 上涨 ×1 | ||
| IEMG | $123980 | 0.06% | 1497 | $20392 | 上涨 ×1 | ||
| IDEV | $123502 | 0.06% | 1388 | $9262 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $120228 | 0.06% | 1671 | $9959 | |||
| WM Waste Management, Inc. Common Stock | $117109 | 0.05% | 525 | $-22725 | 下跌 ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $104653 | 0.05% | 1165 | $-8110245 | 下跌 ×1 | ||
| DGS | $101202 | 0.05% | 1564 | $8432 | 上涨 ×1 | ||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $95460 | 0.04% | 500 | $-410 | |||
| VV | $94936 | 0.04% | 276 | $12672 | 上涨 ×1 | ||
| SDY | $94810 | 0.04% | 623 | $4227 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $92774 | 0.04% | 363 | $77001 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $92767 | 0.04% | 2191 | $37246 | 上涨 ×1 | ||
| KEY KeyCorp Common Stock | $91057 | 0.04% | 3950 | $12554 | 上涨 ×1 | ||
| ATO Atmos Energy Corporation Common Stock | $89502 | 0.04% | 520 | $-5902 | 上涨 ×1 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $87823 | 0.04% | 1422 | $4679 | |||
| MCD McDonald's Corporation Common Stock | $84020 | 0.04% | 311 | $-11962 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $71112 | 0.03% | 280 | $21980 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $70988 | 0.03% | 201 | $21987 | 上涨 ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $70300 | 0.03% | 405 | $15767 | |||
| PATH UiPath, Inc. Class A Common Stock | $61416 | 0.03% | 5650 | $28671 | 上涨 ×1 | ||
| GLD | $59309 | 0.03% | 161 | $-28900 | 下跌 ×1 | ||
| MP MP Materials Corp. Common Stock | $57410 | 0.03% | 1025 | $22421 | 上涨 ×1 | ||
| DFAT | $57211 | 0.03% | 818 | $6266 | 上涨 ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $54724 | 0.03% | 400 | $2292 | |||
| GBCI Glacier Bancorp, Inc. Common Stock | $53509 | 0.02% | 1037 | $7486 | 上涨 ×1 | ||
| FDN | $53473 | 0.02% | 202 | $5029 | 下跌 ×1 | ||
| DFAS | $52939 | 0.02% | 643 | $7341 | 上涨 ×1 | ||
| TEM Tempus AI, Inc. - Class A Common Stock | $52137 | 0.02% | 900 | $30657 | 上涨 ×1 | ||
| COP ConocoPhillips Common Stock | $51980 | 0.02% | 500 | $-14020 | |||
| GOF Guggenheim Strategic Opportunities Fund Common Shares of Beneficial Interest | $50101 | 0.02% | 4588 | $-459 | |||
| IYT IYT | $49448 | 0.02% | 570 | 上涨 ×1 | |||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $44941 | 0.02% | 3828 | $2201 | 上涨 ×1 | ||
| DVA DaVita Inc. Common Stock | $44496 | 0.02% | 200 | $13758 | |||
| RSP | $43472 | 0.02% | 204 | $4409 | |||
| PSX Phillips 66 Common Stock | $42263 | 0.02% | 250 | $-3282 | |||
| OKE ONEOK, Inc. Common Stock | $41383 | 0.02% | 476 | $-1643 | |||
| LIN Linde plc - Ordinary Shares | $41102 | 0.02% | 79 | $1958 | |||
| XEL Xcel Energy Inc. - Common Stock | $39684 | 0.02% | 494 | $709 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $38292 | 0.02% | 326 | $20214 | 上涨 ×1 | ||
| PWZ | $37934 | 0.02% | 1548 | 上涨 ×1 | |||
| F Ford Motor Company Common Stock | $37436 | 0.02% | 2693 | $12126 | 上涨 ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $37295 | 0.02% | 117 | $5151 | |||
| NVG Nuveen AMT-Free Municipal Credit Income Fund | $36224 | 0.02% | 2830 | $1547 | 上涨 ×1 | ||
| EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest | $36052 | 0.02% | 3675 | $4226 | |||
| MLM Martin Marietta Materials, Inc. Common Stock | $35537 | 0.02% | 62 | $-686 | |||
| CRWV CoreWeave, Inc. - Class A Common Stock | $35436 | 0.02% | 356 | $18315 | 上涨 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $34812 | 0.02% | 445 | $-10246 | 下跌 ×1 | ||
| VEA | $34200 | 0.02% | 480 | $3442 | |||
| NKX Nuveen California AMT-Free Quality Municipal Income Fund | $33775 | 0.02% | 2696 | $1698 | |||
| 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）
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 |
|---|---|---|---|
| TFLO | $2288830 | 45207 | 1.07% |
| PLTR | $840607 | 7205 | 0.39% |
| IYT | $49448 | 570 | 0.02% |
| PWZ | $37934 | 1548 | 0.02% |
| ETN | $31959 | 75 | 0.01% |
| QGRO | $25617 | 217 | 0.01% |
| IVV | $23277 | 31 | 0.01% |
| SPYG | $20731 | 174 | 0.01% |
| AVUS | $20493 | 160 | 0.01% |
| 未知发行人 (CUSIP: 84615Q103) | $18965 | 111 | 0.01% |
| MRNA | $18838 | 269 | 0.01% |
| VB | $18545 | 61 | 0.01% |
| 未知发行人 (CUSIP: 43849R105) | $18129 | 82 | 0.01% |
| INTC | $17873 | 128 | 0.01% |
| CRM | $15666 | 100 | 0.01% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| QQQ | 增持 | +6K | +$10.6M |
| SPY | 增持 | +6K | +$7.8M |
| VIG | 增持 | +15K | +$4.6M |
| MSFT | 增持 | +11K | +$4.3M |
| VCIT | 增持 | +43K | +$3.5M |
| AVGO | 增持 | +7K | +$2.8M |
| AAPL | 增持 | +9K | +$2.8M |
| XLY | 增持 | +20K | +$2.6M |
| WMT | 增持 | +20K | +$1.8M |
| AMZN | 增持 | +2K | +$1.5M |
4 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| SDY | 2025年6月30日 | 60569 | $8217941 | 不再跟踪 |
| SPYD | 2025年9月30日 | 121023 | $5136219 | 不再跟踪 |
| MSFT | 2025年12月31日 | 9443 | $4891197 | -0.3% |
| CASY | 2025年12月31日 | 7919 | $4476643 | 51.7% |
| HD | 2025年6月30日 | 10266 | $3762299 | -8.5% |
| SMH | 2025年6月30日 | 17489 | $3698409 | 101.4% |
| IAK | 2025年9月30日 | 25478 | $3425794 | 不再跟踪 |
| SPLV | 2025年12月31日 | 46127 | $3389380 | 不再跟踪 |
| CTAS | 2025年12月31日 | 16503 | $3387469 | 7.8% |
| LLY | 2025年9月30日 | 4047 | $3154765 | 63.8% |
| DLR | 2025年6月30日 | 20577 | $2948412 | 12.6% |
| GOOGL | 2025年6月30日 | 16940 | $2619587 | 94.1% |
| XLV | 2025年6月30日 | 16149 | $2357885 | 不再跟踪 |
| WM | 2025年6月30日 | 9623 | $2227795 | -2.1% |
| CRM | 2025年6月30日 | 7987 | $2143431 | -24.6% |
| PANW | 2026年6月30日 | 11104 | $1780193 | 0.9% |
| FDN | 2025年6月30日 | 6930 | $1539500 | 不再跟踪 |
| NOW | 2025年9月30日 | 1382 | $1420807 | -29.5% |
| CIBR | 2025年6月30日 | 21479 | $1353161 | |
| CVX | 2025年6月30日 | 8014 | $1340637 | 44.3% |
| MCK | 2025年6月30日 | 1812 | $1219619 | 16.9% |
| SMCI | 2025年12月31日 | 20715 | $993077 | 27.2% |
| MRVL | 2025年6月30日 | 12985 | $799502 | 218.2% |
| BRKB | 2025年6月30日 | 1297 | $690756 | 不再跟踪 |
| TGT | 2025年6月30日 | 5987 | $624767 | 64.6% |
| HACK | 2025年6月30日 | 8453 | $606955 | 不再跟踪 |
| CAT | 2025年6月30日 | 1749 | $576713 | 112.2% |
| ETN | 2025年6月30日 | 1335 | $362893 | 17.9% |
| XLE | 2025年6月30日 | 3510 | $327990 | 不再跟踪 |
| UNH | 2026年3月31日 | 800 | $264027 | 43.1% |
| JPM | 2025年3月31日 | 842 | $201836 | 44.9% |
| SCHM | 2025年3月31日 | 7257 | $201091 | 不再跟踪 |
| AXP | 2026年6月30日 | 124 | $37552 | -0.9% |
| IDHQ | 2026年6月30日 | 1543 | $36832 | 不再跟踪 |
| OXY | 2026年6月30日 | 534 | $34679 | 26.5% |
| SPYD | 2026年6月30日 | 610 | $27767 | 不再跟踪 |
| HON | 2026年6月30日 | 117 | $26382 | -1.9% |
| REMX | 2026年6月30日 | 165 | $14520 | 不再跟踪 |
| TTAN | 2026年6月30日 | 200 | $12692 | 29.1% |
| HAL | 2026年6月30日 | 300 | $11697 | 4.7% |
| BULL | 2026年6月30日 | 2300 | $11040 | 41.4% |
| USAS | 2026年6月30日 | 2000 | $10440 | 不再跟踪 |
| TPL | 2026年6月30日 | 20 | $9491 | -14.1% |
| ARCC | 2026年6月30日 | 517 | $9316 | 6.9% |
| CCL | 2026年6月30日 | 352 | $9105 | -10.1% |
| TEAM | 2026年6月30日 | 100 | $6825 | 118.9% |
| DOW | 2026年6月30日 | 150 | $6248 | 20.0% |
| PGF | 2026年6月30日 | 400 | $5504 | 不再跟踪 |
| APP | 2026年6月30日 | 13 | $5174 | -41.6% |
| GPN | 2026年6月30日 | 42 | $2803 | 27.6% |
| UP | 2026年6月30日 | 2000 | $1033 | -45.3% |