Peterson Wealth Advisors, LLC
Orem UT · SEC CIK 0001713558
$7.52亿2026Q1 申报市值
108持仓数
73.1%前十大占比 · 第一大 24.5%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPDW 加仓+$1,152.79万
SPYM 加仓+$808.35万
BOXX 加仓+$274.26万
HELO 加仓+$139.09万
JBND 加仓+$82.07万
2026Q1 卖出最多 按季末市值估算
SPSM 减仓-$307.84万
JPST 减仓-$224.78万
VNQ 减仓-$218.49万
IVV 减仓-$208.12万
ICSH 减仓-$116.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,121.65万 | 2.82% | 450,648 | 7,124 | 1.6% | $33.54万 | 加仓 |
| CLIP | GLOBAL X FDS | $2,383.62万 | 3.17% | 237,507 | -6,697 | -2.7% | -$67.21万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,419.36万 | 3.22% | 700,249 | -10,412 | -1.5% | -$35.97万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,165.67万 | 4.21% | 655,147 | -63,708 | -8.9% | -$307.84万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,227.55万 | 5.62% | 835,319 | -44,414 | -5.0% | -$224.78万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,327.77万 | 5.76% | 730,796 | -4,750 | -0.6% | -$28.13万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,514.07万 | 6.00% | 706,317 | 21,763 | 3.2% | $139.09万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $4,804.62万 | 6.39% | 893,551 | 15,263 | 1.7% | $82.07万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8,584.17万 | 11.42% | 1,880,432 | 252,527 | 15.5% | $1,152.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.84亿 | 24.47% | 2,403,354 | 105,611 | 4.6% | $808.35万 | 加仓 |