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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1.84亿 | 24.47% | 2,403,354 | 105,611 | 4.6% | $808.35万 | 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 |
| JBND | J P MORGAN EXCHANGE TRADED F | $4,804.62万 | 6.39% | 893,551 | 15,263 | 1.7% | $82.07万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,514.07万 | 6.00% | 706,317 | 21,763 | 3.2% | $139.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $4,327.77万 | 5.76% | 730,796 | -4,750 | -0.6% | -$28.13万 | 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 |
| SPSM | SPDR SERIES TRUST | $3,165.67万 | 4.21% | 655,147 | -63,708 | -8.9% | -$307.84万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,419.36万 | 3.22% | 700,249 | -10,412 | -1.5% | -$35.97万 | 减仓 |
| CLIP | GLOBAL X FDS | $2,383.62万 | 3.17% | 237,507 | -6,697 | -2.7% | -$67.21万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,121.65万 | 2.82% | 450,648 | 7,124 | 1.6% | $33.54万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,929.34万 | 2.57% | 165,908 | 23,584 | 16.6% | $274.26万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,871.36万 | 2.49% | 406,200 | 15,582 | 4.0% | $71.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,565.55万 | 2.08% | 48,800 | -1,170 | -2.3% | -$37.53万 | 减仓 |
| IVV | ISHARES TR | $1,404.10万 | 1.87% | 21,495 | -3,186 | -12.9% | -$208.12万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,147.70万 | 1.53% | 472,888 | -9,062 | -1.9% | -$21.99万 | 减仓 |
| IDEV | ISHARES TR | $1,079.67万 | 1.44% | 129,193 | -6,651 | -4.9% | -$55.58万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $915.55万 | 1.22% | 191,457 | 8,252 | 4.5% | $39.46万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $892.32万 | 1.19% | 100,600 | -24,632 | -19.7% | -$218.49万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $678.93万 | 0.90% | 219,294 | -15,013 | -6.4% | -$46.48万 | 减仓 |
| VB | VANGUARD INDEX FDS | $673.45万 | 0.90% | 25,712 | -1,173 | -4.4% | -$30.72万 | 减仓 |
| IVW | ISHARES TR | $559.54万 | 0.74% | 49,468 | 25 | 0.1% | $2,828 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $550.73万 | 0.73% | 85,944 | -5,866 | -6.4% | -$37.59万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $501.80万 | 0.67% | 92,840 | -5,721 | -5.8% | -$30.92万 | 减仓 |
| — | EXXON MOBIL CORP | $384.94万 | 0.51% | 22,689 | 68 | 0.3% | $1.15万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $368.97万 | 0.49% | 117,132 | -11,029 | -8.6% | -$34.74万 | 减仓 |
| AAPL | APPLE INC | $341.91万 | 0.45% | 13,472 | 271 | 2.1% | $6.88万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $310.44万 | 0.41% | 68,049 | -20,283 | -23.0% | -$92.53万 | 减仓 |
| IJR | ISHARES TR | $253.41万 | 0.34% | 20,385 | -10 | -0.0% | -$1,243 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $226.44万 | 0.30% | 48,272 | 837 | 1.8% | $3.93万 | 加仓 |
| IJH | ISHARES TR | $178.50万 | 0.24% | 26,433 | -197 | -0.7% | -$1.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $168.79万 | 0.22% | 4,560 | -42 | -0.9% | -$1.55万 | 减仓 |
| EFAV | ISHARES TR | $151.82万 | 0.20% | 16,616 | 406 | 2.5% | $3.71万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $147.31万 | 0.20% | 18,633 | -139 | -0.7% | -$1.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $131.74万 | 0.18% | 2,205 | 34 | 1.6% | $2.03万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $122.31万 | 0.16% | 23,991 | -1,390 | -5.5% | -$7.09万 | 减仓 |
| WMT | WALMART INC | $120.47万 | 0.16% | 9,694 | -190 | -1.9% | -$2.36万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $118.57万 | 0.16% | 55,173 | -2,652 | -4.6% | -$5.70万 | 减仓 |
| USRT | ISHARES TR | $109.85万 | 0.15% | 18,559 | -1,286 | -6.5% | -$7.61万 | 减仓 |
| ICSH | ISHARES TR | $105.83万 | 0.14% | 20,906 | -22,922 | -52.3% | -$116.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $103.70万 | 0.14% | 35,598 | 717 | 2.1% | $2.09万 | 加仓 |
| EFA | ISHARES TR | $103.31万 | 0.14% | 10,636 | 680 | 6.8% | $6.60万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $102.57万 | 0.14% | 35,272 | -840 | -2.3% | -$2.44万 | 减仓 |
| TSLA | TESLA INC | $94.46万 | 0.13% | 2,541 | -19 | -0.7% | -$7,063 | 减仓 |
| ABBV | ABBVIE INC | $93.37万 | 0.12% | 4,293 | 12 | 0.3% | $2,610 | 加仓 |
| PYLD | PIMCO ETF TR | $86.43万 | 0.11% | 32,990 | -133 | -0.4% | -$3,485 | 减仓 |
| VO | VANGUARD INDEX FDS | $80.90万 | 0.11% | 2,817 | 7 | 0.2% | $2,010 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $78.87万 | 0.10% | 13,473 | -634 | -4.5% | -$3.71万 | 减仓 |
| IJK | ISHARES TR | $76.87万 | 0.10% | 7,640 | 44 | 0.6% | $4,427 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $70.53万 | 0.09% | 25,977 | 181 | 0.7% | $4,914 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $69.19万 | 0.09% | 13,840 | -9 | -0.1% | -$450 | 减仓 |
| LLY | ELI LILLY & CO | $68.81万 | 0.09% | 748 | -117 | -13.5% | -$10.76万 | 减仓 |
| CAT | CATERPILLAR INC | $64.95万 | 0.09% | 917 | -30 | -3.2% | -$2.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.66万 | 0.09% | 649 | 1 | 0.2% | $996 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $62.22万 | 0.08% | 21,148 | -10,956 | -34.1% | -$32.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.53万 | 0.08% | 2,092 | -43 | -2.0% | -$1.26万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $59.63万 | 0.08% | 2,761 | 12 | 0.4% | $2,592 | 加仓 |
| IEMG | ISHARES INC | $57.60万 | 0.08% | 8,257 | -59 | -0.7% | -$4,115 | 减仓 |
| META | META PLATFORMS INC | $57.47万 | 0.08% | 1,005 | 10 | 1.0% | $5,719 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $56.99万 | 0.08% | 13,240 | 165 | 1.3% | $7,102 | 加仓 |
| NVDA | NVIDIA CORPORATION | $56.22万 | 0.07% | 3,224 | -321 | -9.1% | -$5.60万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $55.08万 | 0.07% | 20,960 | -1,996 | -8.7% | -$5.25万 | 减仓 |
| IUSG | ISHARES TR | $52.72万 | 0.07% | 3,399 | 3 | 0.1% | $465 | 加仓 |
| VXUS | VANGUARD STAR FDS | $51.19万 | 0.07% | 6,639 | -5,062 | -43.3% | -$39.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.39万 | 0.07% | 6,944 | 20 | 0.3% | $1,423 | 加仓 |
| EFG | ISHARES TR | $49.22万 | 0.07% | 4,420 | 79 | 1.8% | $8,798 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.12万 | 0.07% | 1,025 | 8 | 0.8% | $3,834 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.58万 | 0.06% | 2,479 | 11 | 0.4% | $2,111 | 加仓 |
| VDE | VANGUARD WORLD FD | $46.58万 | 0.06% | 2,692 | 12 | 0.4% | $2,077 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $46.20万 | 0.06% | 233,323 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $43.40万 | 0.06% | 2,084 | -183 | -8.1% | -$3.81万 | 减仓 |
| HD | HOME DEPOT INC | $41.69万 | 0.06% | 1,267 | -58 | -4.4% | -$1.91万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $41.64万 | 0.06% | 15,290 | -8,431 | -35.5% | -$22.96万 | 减仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $39.44万 | 0.05% | 4,121 | -479 | -10.4% | -$4.58万 | 减仓 |
| EEM | ISHARES TR | $39.39万 | 0.05% | 6,935 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $38.20万 | 0.05% | 1,278 | 3 | 0.2% | $897 | 加仓 |
| VOT | VANGUARD INDEX FDS | $37.78万 | 0.05% | 1,468 | -234 | -13.7% | -$6.02万 | 减仓 |
| ETN | EATON CORP PLC | $37.38万 | 0.05% | 1,045 | 10 | 1.0% | $3,577 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.32万 | 0.05% | 4,970 | 8 | 0.2% | $601 | 加仓 |
| VBK | VANGUARD INDEX FDS | $37.13万 | 0.05% | 1,229 | -150 | -10.9% | -$4.53万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $36.93万 | 0.05% | 16,531 | -945 | -5.4% | -$2.11万 | 减仓 |
| VAW | VANGUARD WORLD FD | $36.57万 | 0.05% | 1,623 | 5 | 0.3% | $1,126 | 加仓 |
| VPU | VANGUARD WORLD FD | $36.41万 | 0.05% | 1,838 | 10 | 0.5% | $1,981 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $36.35万 | 0.05% | 7,295 | 57 | 0.8% | $2,840 | 加仓 |
| IVE | ISHARES TR | $36.22万 | 0.05% | 1,715 | -172 | -9.1% | -$3.63万 | 减仓 |
| VDC | VANGUARD WORLD FD | $36.09万 | 0.05% | 1,607 | 7 | 0.4% | $1,572 | 加仓 |
| VHT | VANGUARD WORLD FD | $32.04万 | 0.04% | 1,176 | 3 | 0.3% | $817 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $31.97万 | 0.04% | 12,669 | -278 | -2.1% | -$7,015 | 减仓 |
| VOX | VANGUARD WORLD FD | $31.34万 | 0.04% | 1,742 | 3 | 0.2% | $540 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.23万 | 0.04% | 448 | 1 | 0.2% | $697 | 加仓 |
| VCR | VANGUARD WORLD FD | $30.67万 | 0.04% | 854 | 1 | 0.1% | $359 | 加仓 |
| VFH | VANGUARD WORLD FD | $30.58万 | 0.04% | 2,531 | 6 | 0.2% | $725 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.67万 | 0.04% | 1,214 | -12 | -1.0% | -$2,933 | 减仓 |
| GOOGL | ALPHABET INC | $29.21万 | 0.04% | 1,016 | -70 | -6.4% | -$2.01万 | 减仓 |
| RTX | RTX CORPORATION | $28.04万 | 0.04% | 1,453 | -318 | -18.0% | -$6.14万 | 减仓 |
| AVGO | BROADCOM INC | $27.99万 | 0.04% | 904 | -21 | -2.3% | -$6,503 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $27.81万 | 0.04% | 2,190 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.79万 | 0.04% | 11,229 | 68 | 0.6% | $1,683 | 加仓 |
| INTC | INTEL CORP | $27.50万 | 0.04% | 6,232 | -972 | -13.5% | -$4.29万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $25.50万 | 0.03% | 5,651 | 5,651 | — | $25.50万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.64万 | 0.03% | 15,109 | -260 | -1.7% | -$4,069 | 减仓 |