13F 机构持仓

Peterson Wealth Advisors, LLC

Orem UT · SEC CIK 0001713558

2026Q22026Q1 更早 9 个季度 🔒
$8.46亿2026Q2 申报市值
120持仓数
73.7%前十大占比 · 第一大 25.5%
11 / 0新建仓 / 清仓
申报市值走势$8.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 25.5%
SPDW 11.8%
SPMD 6.0%
JBND 5.9%
HELO 5.9%
JPST 5.2%
SPSM 4.6%
DFEM 3.5%
CLIP 2.9%
JCPB 2.6%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$486.32万
SPDW 加仓+$468.30万
JBND 加仓+$195.29万
HELO 加仓+$179.89万
JPST 加仓+$159.61万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$41.26万
VEA 减仓-$20.68万
VB 减仓-$20.40万
VTI 减仓-$19.43万
SCHA 减仓-$18.21万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— GENASYS INC $12.11万0.01%71,224 00.0% — 不变
AMAT APPLIED MATLS INC $20.29万0.02%281 281— $20.29万 新建仓
PEP PEPSICO INC $20.31万0.02%1,500 40.3% $542 加仓
GOOG ALPHABET INC $20.74万0.02%587 587— $20.74万 新建仓
DE DEERE & CO $20.79万0.02%328 328— $20.79万 新建仓
KO COCA COLA CO $21.57万0.03%2,654 -44-1.6% -$3,576 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $21.97万0.03%8,394 871.0% $2,278 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $22.42万0.03%1,603 1,603— $22.42万 新建仓
EPS WISDOMTREE TR $22.59万0.03%2,905 -5-0.2% -$389 重新持有
MPC MARATHON PETE CORP $23.02万0.03%900 30.3% $767 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $23.09万0.03%5,308 220.4% $957 加仓
GBCI GLACIER BANCORP INC NEW $23.21万0.03%4,501 4,501— $23.21万 新建仓
VCRB VANGUARD MALVERN FDS $23.63万0.03%3,059 3,059— $23.63万 新建仓
UAL UNITED AIRLS HLDGS INC $23.98万0.03%1,763 1,763— $23.98万 新建仓
SCHE SCHWAB STRATEGIC TR $24.30万0.03%6,701 70.1% $254 加仓
SCHF SCHWAB STRATEGIC TR $24.82万0.03%8,960 -2,269-20.2% -$6.29万 减仓
CMI CUMMINS INC $24.95万0.03%350 350— $24.95万 新建仓
CSCO CISCO SYS INC $25.22万0.03%2,147 2,147— $25.22万 新建仓
RTX RTX CORPORATION $25.65万0.03%1,352 -101-7.0% -$1.92万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $27.38万0.03%4,866 -1-0.0% -$56 减仓
HBAN HUNTINGTON BANCSHARES INC $28.08万0.03%15,838 7294.8% $1.29万 加仓
DFAU DIMENSIONAL ETF TRUST $29.28万0.03%5,664 130.2% $672 加仓
JNJ JOHNSON & JOHNSON $31.11万0.04%1,225 110.9% $2,794 加仓
VOX VANGUARD WORLD FD $32.50万0.04%1,767 251.4% $4,599 加仓
CGIB CAPITAL GRP FIXED INCM ETF T $34.10万0.04%13,357 6885.4% $1.76万 加仓
VCR VANGUARD WORLD FD $34.53万0.04%871 172.0% $6,740 加仓
VFH VANGUARD WORLD FD $34.55万0.04%2,625 943.7% $1.24万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $34.95万0.04%2,190 00.0% — 不变
VDC VANGUARD WORLD FD $36.21万0.04%1,606 -1-0.1% -$225 减仓
VHT VANGUARD WORLD FD $36.23万0.04%1,212 363.1% $1.08万 加仓
VPU VANGUARD WORLD FD $36.30万0.04%1,854 160.9% $3,132 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $36.30万0.04%16,287 -244-1.5% -$5,439 减仓
VAW VANGUARD WORLD FD $36.77万0.04%1,607 -16-1.0% -$3,661 减仓
— J P MORGAN EXCHANGE TRADED F $37.02万0.04%7,311 160.2% $810 加仓
GOOGL ALPHABET INC $38.61万0.05%1,080 646.3% $2.29万 加仓
VDE VANGUARD WORLD FD $39.02万0.05%2,599 -93-3.5% -$1.40万 减仓
IVE ISHARES TR $39.07万0.05%1,721 60.3% $1,362 加仓
AVGO BROADCOM INC $39.50万0.05%1,046 14215.7% $5.36万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $41.46万0.05%430 430— $41.46万 新建仓
CGMS CAPITAL GRP FIXED INCM ETF T $41.46万0.05%15,170 -120-0.8% -$3,280 减仓
VEU VANGUARD INTL EQUITY INDEX F $41.62万0.05%4,969 -1-0.0% -$84 减仓
VGT VANGUARD WORLD FD $41.78万0.05%3,496 -88-2.5% -$1.05万 减仓
BKLC BNY MELLON ETF TRUST $41.98万0.05%2,928 2,928— $41.98万 新建仓
VV VANGUARD INDEX FDS $43.88万0.05%1,276 -2-0.2% -$688 减仓
ETN EATON CORP PLC $44.65万0.05%1,048 30.3% $1,278 加仓
— BRIDGER AEROSPACE GRP HLDGS $44.80万0.05%233,323 00.0% — 不变
BBRE J P MORGAN EXCHANGE TRADED F $44.90万0.05%4,186 651.6% $6,972 加仓
VBK VANGUARD INDEX FDS $45.25万0.05%1,237 80.7% $2,926 加仓
VOT VANGUARD INDEX FDS $45.28万0.05%1,478 100.7% $3,063 加仓
HD HOME DEPOT INC $45.42万0.05%1,288 211.7% $7,405 加仓
EEM ISHARES TR $47.45万0.06%6,937 20.0% $137 加仓
AMZN AMAZON COM INC $49.91万0.06%2,094 100.5% $2,383 加仓
CGSM CAPITAL GRP FIXED INCM ETF T $50.95万0.06%19,311 -1,649-7.9% -$4.35万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $51.59万0.06%1,031 60.6% $3,002 加仓
RSP INVESCO EXCHANGE TRADED FD T $52.89万0.06%2,486 70.3% $1,489 加仓
EFG ISHARES TR $55.72万0.07%4,479 591.3% $7,340 加仓
META META PLATFORMS INC $55.78万0.07%990 -15-1.5% -$8,452 减仓
VXUS VANGUARD STAR FDS $56.76万0.07%6,639 00.0% — 不变
FIGB FIDELITY MERRIMACK STR TR $57.34万0.07%13,388 1481.1% $6,339 加仓
— DIMENSIONAL ETF TRUST $57.82万0.07%7,023 791.1% $6,504 加仓
IUSG ISHARES TR $64.01万0.08%3,403 40.1% $752 加仓
COST COSTCO WHOLESALE CORPORATION $65.68万0.08%702 538.2% $4.96万 加仓
NVDA NVIDIA CORPORATION $66.64万0.08%3,330 1063.3% $2.12万 加仓
FHEQ FIDELITY GREENWOOD STREET TR $67.66万0.08%20,545 -603-2.9% -$1.99万 减仓
IEMG ISHARES INC $68.29万0.08%8,243 -14-0.2% -$1,160 减仓
JPM JPMORGAN CHASE & CO $69.07万0.08%2,110 180.9% $5,892 加仓
JMUB J P MORGAN EXCHANGE TRADED F $69.80万0.08%13,780 -60-0.4% -$3,039 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $71.32万0.08%25,964 -13-0.1% -$357 减仓
VGSH VANGUARD SCOTTSDALE FDS $75.62万0.09%12,994 -479-3.6% -$2.79万 减仓
INTC INTEL CORP $88.89万0.11%6,366 1342.2% $1.87万 加仓
LLY ELI LILLY & CO $90.58万0.11%755 70.9% $8,398 加仓
VO VANGUARD INDEX FDS $90.86万0.11%11,277 90.1% $725 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $92.41万0.11%2,761 00.0% — 不变
ICSH ISHARES TR $94.75万0.11%18,734 -2,172-10.4% -$10.99万 减仓
PYLD PIMCO ETF TR $94.92万0.11%35,791 2,8018.5% $7.43万 加仓
IJK ISHARES TR $95.33万0.11%8,114 4746.2% $5.57万 加仓
CAT CATERPILLAR INC $98.20万0.12%922 50.5% $5,325 加仓
TSLA TESLA INC $106.50万0.13%2,532 -9-0.4% -$3,785 减仓
ABBV ABBVIE INC $107.68万0.13%4,279 -14-0.3% -$3,523 减仓
SCHA SCHWAB STRATEGIC TR $109.23万0.13%30,233 -5,039-14.3% -$18.21万 减仓
WMT WALMART INC $109.90万0.13%9,703 90.1% $1,019 加仓
EFA ISHARES TR $109.90万0.13%10,580 -56-0.5% -$5,817 减仓
SCHH SCHWAB STRATEGIC TR $120.24万0.14%50,779 -4,394-8.0% -$10.40万 减仓
SCHG SCHWAB STRATEGIC TR $121.24万0.14%35,829 2310.6% $7,817 加仓
USRT ISHARES TR $123.47万0.15%18,581 220.1% $1,462 加仓
EFAV ISHARES TR $141.04万0.17%16,080 -536-3.2% -$4.70万 减仓
VOO VANGUARD INDEX FDS $150.40万0.18%2,190 -15-0.7% -$1.03万 减仓
SPTM SPDR SERIES TRUST $169.37万0.20%18,655 220.1% $1,997 加仓
MSFT MICROSOFT CORP $171.02万0.20%4,585 250.5% $9,325 加仓
JMST J P MORGAN EXCHANGE TRADED F $184.28万0.22%36,133 12,14250.6% $61.92万 加仓
IJH ISHARES TR $192.05万0.23%24,906 -1,527-5.8% -$11.77万 减仓
SPEM SPDR INDEX SHS FDS $245.91万0.29%47,492 -780-1.6% -$4.04万 减仓
FBND FIDELITY MERRIMACK STR TR $295.39万0.35%64,935 -3,114-4.6% -$14.17万 减仓
— EXXON MOBIL CORP $309.59万0.37%22,644 -45-0.2% -$6,152 减仓
IJR ISHARES TR $315.19万0.37%21,252 8674.3% $12.86万 加仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $377.17万0.45%112,453 -4,679-4.0% -$15.69万 减仓
AAPL APPLE INC $388.14万0.46%13,414 -58-0.4% -$1.68万 减仓
VWO VANGUARD INTL EQUITY INDEX F $540.13万0.64%90,489 -2,351-2.5% -$14.03万 减仓
VEA VANGUARD TAX-MANAGED FDS $591.67万0.70%83,042 -2,902-3.4% -$20.68万 减仓
IVW ISHARES TR $686.96万0.81%49,950 4821.0% $6.63万 加仓