Peterson Wealth Advisors, LLC
Orem UT · SEC CIK 0001713558
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $758.97万 | 0.90% | 25,039 | -673 | -2.6% | -$20.40万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $797.27万 | 0.94% | 216,238 | -3,056 | -1.4% | -$11.27万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $959.87万 | 1.13% | 198,525 | 7,068 | 3.7% | $34.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $981.71万 | 1.16% | 101,806 | 1,206 | 1.2% | $11.63万 | 加仓 |
| IDEV | ISHARES TR | $1,158.78万 | 1.37% | 130,185 | 992 | 0.8% | $8.83万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,177.92万 | 1.39% | 487,954 | 15,066 | 3.2% | $36.37万 | 加仓 |
| IVV | ISHARES TR | $1,568.44万 | 1.85% | 20,944 | -551 | -2.6% | -$41.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,786.37万 | 2.11% | 48,275 | -525 | -1.1% | -$19.43万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,909.39万 | 2.26% | 414,634 | 8,434 | 2.1% | $38.84万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,960.88万 | 2.32% | 167,468 | 1,560 | 0.9% | $18.27万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,201.46万 | 2.60% | 468,994 | 18,346 | 4.1% | $86.12万 | 加仓 |
| CLIP | GLOBAL X FDS | $2,476.91万 | 2.93% | 246,852 | 9,345 | 3.9% | $93.77万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,930.28万 | 3.46% | 721,033 | 20,784 | 3.0% | $84.47万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $3,851.43万 | 4.55% | 667,839 | 12,692 | 1.9% | $73.19万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,383.82万 | 5.18% | 866,882 | 31,563 | 3.8% | $159.61万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,953.18万 | 5.85% | 732,936 | 26,619 | 3.8% | $179.89万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $4,975.78万 | 5.88% | 930,053 | 36,502 | 4.1% | $195.29万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $5,055.41万 | 5.97% | 748,284 | 17,488 | 2.4% | $118.15万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,943.80万 | 11.75% | 1,973,367 | 92,935 | 4.9% | $468.30万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2.16亿 | 25.54% | 2,458,693 | 55,339 | 2.3% | $486.32万 | 加仓 |