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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2.16亿 | 25.54% | 2,458,693 | 55,339 | 2.3% | $486.32万 | 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 |
| SPMD | SPDR SERIES TRUST | $5,055.41万 | 5.97% | 748,284 | 17,488 | 2.4% | $118.15万 | 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 |
| HELO | J P MORGAN EXCHANGE TRADED F | $4,953.18万 | 5.85% | 732,936 | 26,619 | 3.8% | $179.89万 | 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 |
| SPSM | SPDR SERIES TRUST | $3,851.43万 | 4.55% | 667,839 | 12,692 | 1.9% | $73.19万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,930.28万 | 3.46% | 721,033 | 20,784 | 3.0% | $84.47万 | 加仓 |
| CLIP | GLOBAL X FDS | $2,476.91万 | 2.93% | 246,852 | 9,345 | 3.9% | $93.77万 | 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 |
| BOXX | EA SERIES TRUST | $1,960.88万 | 2.32% | 167,468 | 1,560 | 0.9% | $18.27万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,909.39万 | 2.26% | 414,634 | 8,434 | 2.1% | $38.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,786.37万 | 2.11% | 48,275 | -525 | -1.1% | -$19.43万 | 减仓 |
| IVV | ISHARES TR | $1,568.44万 | 1.85% | 20,944 | -551 | -2.6% | -$41.26万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,177.92万 | 1.39% | 487,954 | 15,066 | 3.2% | $36.37万 | 加仓 |
| IDEV | ISHARES TR | $1,158.78万 | 1.37% | 130,185 | 992 | 0.8% | $8.83万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $981.71万 | 1.16% | 101,806 | 1,206 | 1.2% | $11.63万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $959.87万 | 1.13% | 198,525 | 7,068 | 3.7% | $34.17万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $797.27万 | 0.94% | 216,238 | -3,056 | -1.4% | -$11.27万 | 减仓 |
| VB | VANGUARD INDEX FDS | $758.97万 | 0.90% | 25,039 | -673 | -2.6% | -$20.40万 | 减仓 |
| IVW | ISHARES TR | $686.96万 | 0.81% | 49,950 | 482 | 1.0% | $6.63万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $591.67万 | 0.70% | 83,042 | -2,902 | -3.4% | -$20.68万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $540.13万 | 0.64% | 90,489 | -2,351 | -2.5% | -$14.03万 | 减仓 |
| AAPL | APPLE INC | $388.14万 | 0.46% | 13,414 | -58 | -0.4% | -$1.68万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $377.17万 | 0.45% | 112,453 | -4,679 | -4.0% | -$15.69万 | 减仓 |
| IJR | ISHARES TR | $315.19万 | 0.37% | 21,252 | 867 | 4.3% | $12.86万 | 加仓 |
| — | EXXON MOBIL CORP | $309.59万 | 0.37% | 22,644 | -45 | -0.2% | -$6,152 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $295.39万 | 0.35% | 64,935 | -3,114 | -4.6% | -$14.17万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $245.91万 | 0.29% | 47,492 | -780 | -1.6% | -$4.04万 | 减仓 |
| IJH | ISHARES TR | $192.05万 | 0.23% | 24,906 | -1,527 | -5.8% | -$11.77万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $184.28万 | 0.22% | 36,133 | 12,142 | 50.6% | $61.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $171.02万 | 0.20% | 4,585 | 25 | 0.5% | $9,325 | 加仓 |
| SPTM | SPDR SERIES TRUST | $169.37万 | 0.20% | 18,655 | 22 | 0.1% | $1,997 | 加仓 |
| VOO | VANGUARD INDEX FDS | $150.40万 | 0.18% | 2,190 | -15 | -0.7% | -$1.03万 | 减仓 |
| EFAV | ISHARES TR | $141.04万 | 0.17% | 16,080 | -536 | -3.2% | -$4.70万 | 减仓 |
| USRT | ISHARES TR | $123.47万 | 0.15% | 18,581 | 22 | 0.1% | $1,462 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $121.24万 | 0.14% | 35,829 | 231 | 0.6% | $7,817 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $120.24万 | 0.14% | 50,779 | -4,394 | -8.0% | -$10.40万 | 减仓 |
| EFA | ISHARES TR | $109.90万 | 0.13% | 10,580 | -56 | -0.5% | -$5,817 | 减仓 |
| WMT | WALMART INC | $109.90万 | 0.13% | 9,703 | 9 | 0.1% | $1,019 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $109.23万 | 0.13% | 30,233 | -5,039 | -14.3% | -$18.21万 | 减仓 |
| ABBV | ABBVIE INC | $107.68万 | 0.13% | 4,279 | -14 | -0.3% | -$3,523 | 减仓 |
| TSLA | TESLA INC | $106.50万 | 0.13% | 2,532 | -9 | -0.4% | -$3,785 | 减仓 |
| CAT | CATERPILLAR INC | $98.20万 | 0.12% | 922 | 5 | 0.5% | $5,325 | 加仓 |
| IJK | ISHARES TR | $95.33万 | 0.11% | 8,114 | 474 | 6.2% | $5.57万 | 加仓 |
| PYLD | PIMCO ETF TR | $94.92万 | 0.11% | 35,791 | 2,801 | 8.5% | $7.43万 | 加仓 |
| ICSH | ISHARES TR | $94.75万 | 0.11% | 18,734 | -2,172 | -10.4% | -$10.99万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $92.41万 | 0.11% | 2,761 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $90.86万 | 0.11% | 11,277 | 9 | 0.1% | $725 | 加仓 |
| LLY | ELI LILLY & CO | $90.58万 | 0.11% | 755 | 7 | 0.9% | $8,398 | 加仓 |
| INTC | INTEL CORP | $88.89万 | 0.11% | 6,366 | 134 | 2.2% | $1.87万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $75.62万 | 0.09% | 12,994 | -479 | -3.6% | -$2.79万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $71.32万 | 0.08% | 25,964 | -13 | -0.1% | -$357 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $69.80万 | 0.08% | 13,780 | -60 | -0.4% | -$3,039 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $69.07万 | 0.08% | 2,110 | 18 | 0.9% | $5,892 | 加仓 |
| IEMG | ISHARES INC | $68.29万 | 0.08% | 8,243 | -14 | -0.2% | -$1,160 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $67.66万 | 0.08% | 20,545 | -603 | -2.9% | -$1.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $66.64万 | 0.08% | 3,330 | 106 | 3.3% | $2.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.68万 | 0.08% | 702 | 53 | 8.2% | $4.96万 | 加仓 |
| IUSG | ISHARES TR | $64.01万 | 0.08% | 3,403 | 4 | 0.1% | $752 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.82万 | 0.07% | 7,023 | 79 | 1.1% | $6,504 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $57.34万 | 0.07% | 13,388 | 148 | 1.1% | $6,339 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.76万 | 0.07% | 6,639 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $55.78万 | 0.07% | 990 | -15 | -1.5% | -$8,452 | 减仓 |
| EFG | ISHARES TR | $55.72万 | 0.07% | 4,479 | 59 | 1.3% | $7,340 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.89万 | 0.06% | 2,486 | 7 | 0.3% | $1,489 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.59万 | 0.06% | 1,031 | 6 | 0.6% | $3,002 | 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 |
| AMZN | AMAZON COM INC | $49.91万 | 0.06% | 2,094 | 10 | 0.5% | $2,383 | 加仓 |
| EEM | ISHARES TR | $47.45万 | 0.06% | 6,937 | 2 | 0.0% | $137 | 加仓 |
| HD | HOME DEPOT INC | $45.42万 | 0.05% | 1,288 | 21 | 1.7% | $7,405 | 加仓 |
| VOT | VANGUARD INDEX FDS | $45.28万 | 0.05% | 1,478 | 10 | 0.7% | $3,063 | 加仓 |
| VBK | VANGUARD INDEX FDS | $45.25万 | 0.05% | 1,237 | 8 | 0.7% | $2,926 | 加仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $44.90万 | 0.05% | 4,186 | 65 | 1.6% | $6,972 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $44.80万 | 0.05% | 233,323 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $44.65万 | 0.05% | 1,048 | 3 | 0.3% | $1,278 | 加仓 |
| VV | VANGUARD INDEX FDS | $43.88万 | 0.05% | 1,276 | -2 | -0.2% | -$688 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $41.98万 | 0.05% | 2,928 | 2,928 | — | $41.98万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $41.78万 | 0.05% | 3,496 | -88 | -2.5% | -$1.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.62万 | 0.05% | 4,969 | -1 | -0.0% | -$84 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $41.46万 | 0.05% | 15,170 | -120 | -0.8% | -$3,280 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.46万 | 0.05% | 430 | 430 | — | $41.46万 | 新建仓 |
| AVGO | BROADCOM INC | $39.50万 | 0.05% | 1,046 | 142 | 15.7% | $5.36万 | 加仓 |
| IVE | ISHARES TR | $39.07万 | 0.05% | 1,721 | 6 | 0.3% | $1,362 | 加仓 |
| VDE | VANGUARD WORLD FD | $39.02万 | 0.05% | 2,599 | -93 | -3.5% | -$1.40万 | 减仓 |
| GOOGL | ALPHABET INC | $38.61万 | 0.05% | 1,080 | 64 | 6.3% | $2.29万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $37.02万 | 0.04% | 7,311 | 16 | 0.2% | $810 | 加仓 |
| VAW | VANGUARD WORLD FD | $36.77万 | 0.04% | 1,607 | -16 | -1.0% | -$3,661 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $36.30万 | 0.04% | 16,287 | -244 | -1.5% | -$5,439 | 减仓 |
| VPU | VANGUARD WORLD FD | $36.30万 | 0.04% | 1,854 | 16 | 0.9% | $3,132 | 加仓 |
| VHT | VANGUARD WORLD FD | $36.23万 | 0.04% | 1,212 | 36 | 3.1% | $1.08万 | 加仓 |
| VDC | VANGUARD WORLD FD | $36.21万 | 0.04% | 1,606 | -1 | -0.1% | -$225 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.95万 | 0.04% | 2,190 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $34.55万 | 0.04% | 2,625 | 94 | 3.7% | $1.24万 | 加仓 |
| VCR | VANGUARD WORLD FD | $34.53万 | 0.04% | 871 | 17 | 2.0% | $6,740 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $34.10万 | 0.04% | 13,357 | 688 | 5.4% | $1.76万 | 加仓 |
| VOX | VANGUARD WORLD FD | $32.50万 | 0.04% | 1,767 | 25 | 1.4% | $4,599 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.11万 | 0.04% | 1,225 | 11 | 0.9% | $2,794 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $29.28万 | 0.03% | 5,664 | 13 | 0.2% | $672 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.08万 | 0.03% | 15,838 | 729 | 4.8% | $1.29万 | 加仓 |