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 |
|---|---|---|---|---|---|---|---|---|
| ROBT | FIRST TR EXCHANGE TRADED FD | $27.38万 | 0.03% | 4,866 | -1 | -0.0% | -$56 | 减仓 |
| RTX | RTX CORPORATION | $25.65万 | 0.03% | 1,352 | -101 | -7.0% | -$1.92万 | 减仓 |
| CSCO | CISCO SYS INC | $25.22万 | 0.03% | 2,147 | 2,147 | — | $25.22万 | 新建仓 |
| CMI | CUMMINS INC | $24.95万 | 0.03% | 350 | 350 | — | $24.95万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.82万 | 0.03% | 8,960 | -2,269 | -20.2% | -$6.29万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.30万 | 0.03% | 6,701 | 7 | 0.1% | $254 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $23.98万 | 0.03% | 1,763 | 1,763 | — | $23.98万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $23.63万 | 0.03% | 3,059 | 3,059 | — | $23.63万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $23.21万 | 0.03% | 4,501 | 4,501 | — | $23.21万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $23.09万 | 0.03% | 5,308 | 22 | 0.4% | $957 | 加仓 |
| MPC | MARATHON PETE CORP | $23.02万 | 0.03% | 900 | 3 | 0.3% | $767 | 加仓 |
| EPS | WISDOMTREE TR | $22.59万 | 0.03% | 2,905 | -5 | -0.2% | -$389 | 重新持有 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $22.42万 | 0.03% | 1,603 | 1,603 | — | $22.42万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $21.97万 | 0.03% | 8,394 | 87 | 1.0% | $2,278 | 加仓 |
| KO | COCA COLA CO | $21.57万 | 0.03% | 2,654 | -44 | -1.6% | -$3,576 | 减仓 |
| DE | DEERE & CO | $20.79万 | 0.02% | 328 | 328 | — | $20.79万 | 新建仓 |
| GOOG | ALPHABET INC | $20.74万 | 0.02% | 587 | 587 | — | $20.74万 | 新建仓 |
| PEP | PEPSICO INC | $20.31万 | 0.02% | 1,500 | 4 | 0.3% | $542 | 加仓 |
| AMAT | APPLIED MATLS INC | $20.29万 | 0.02% | 281 | 281 | — | $20.29万 | 新建仓 |
| — | GENASYS INC | $12.11万 | 0.01% | 71,224 | 0 | 0.0% | — | 不变 |