PETERSON WEALTH MANAGEMENT
SPARKS NV · SEC CIK 0001785144
$1.72亿2026Q1 申报市值
166持仓数
65.8%前十大占比 · 第一大 13.1%
122 / 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
VCIT 新建仓+$1,527.16万
XLU 新建仓+$999.49万
CIBR 新建仓+$821.49万
MSFT 重新持有+$107.35万
COST 加仓+$50.42万
2026Q1 卖出最多 按季末市值估算
CASY 重新持有-$576.28万
SPLV 重新持有-$338.86万
CTAS 重新持有-$276.24万
XHB 减仓-$272.07万
JPM 减仓-$35.18万
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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $5.45万 | 0.03% | 405 | 405 | — | $5.45万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.55万 | 0.03% | 1,106 | 1,106 | — | $5.55万 | 新建仓 |
| COP | CONOCOPHILLIPS | $6.60万 | 0.04% | 500 | 500 | — | $6.60万 | 新建仓 |
| KEY | KEYCORP | $7.85万 | 0.05% | 3,915 | 3,915 | — | $7.85万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $8.23万 | 0.05% | 275 | 275 | — | $8.23万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $8.31万 | 0.05% | 1,422 | 1,422 | — | $8.31万 | 新建仓 |
| GLD | SPDR GOLD TR | $8.82万 | 0.05% | 205 | 205 | — | $8.82万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $9.06万 | 0.05% | 621 | 621 | — | $9.06万 | 新建仓 |
| DGS | WISDOMTREE TR | $9.28万 | 0.05% | 1,544 | 1,544 | — | $9.28万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $9.54万 | 0.06% | 516 | 516 | — | $9.54万 | 新建仓 |
| COKE | COCA COLA CONS INC | $9.59万 | 0.06% | 500 | 500 | — | $9.59万 | 新建仓 |
| MCD | MCDONALDS CORP | $9.60万 | 0.06% | 309 | 309 | — | $9.60万 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $9.71万 | 0.06% | 1,016 | 1,016 | — | $9.71万 | 新建仓 |
| NFLX | NETFLIX INC. | $10.21万 | 0.06% | 1,062 | 1,062 | — | $10.21万 | 新建仓 |
| IEMG | ISHARES INC | $10.36万 | 0.06% | 1,485 | 1,485 | — | $10.36万 | 新建仓 |
| MO | ALTRIA GROUP INC | $11.03万 | 0.06% | 1,671 | 1,671 | — | $11.03万 | 新建仓 |
| IDEV | ISHARES TR | $11.42万 | 0.07% | 1,367 | 1,367 | — | $11.42万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $12.90万 | 0.07% | 4,235 | 4,235 | — | $12.90万 | 新建仓 |
| O | REALTY INCOME CORP | $13.40万 | 0.08% | 2,190 | 2,190 | — | $13.40万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $13.43万 | 0.08% | 4,077 | 4,077 | — | $13.43万 | 新建仓 |
| GOOGL | ALPHABET INC | $13.86万 | 0.08% | 482 | 482 | — | $13.86万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $13.98万 | 0.08% | 609 | 609 | — | $13.98万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $15.40万 | 0.09% | 255 | 255 | — | $15.40万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $17.54万 | 0.10% | 1,373 | 1,373 | — | $17.54万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $19.08万 | 0.11% | 213 | -50 | -19.0% | -$4.48万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $22.72万 | 0.13% | 7,338 | 18 | 0.2% | $557 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $23.64万 | 0.14% | 3,210 | 21 | 0.7% | $1,546 | 加仓 |
| IWM | ISHARES TR | $26.95万 | 0.16% | 1,087 | 2 | 0.2% | $496 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $29.62万 | 0.17% | 6,489 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.17万 | 0.17% | 328 | 62 | 23.3% | $5.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $33.44万 | 0.19% | 2,517 | 294 | 13.2% | $3.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $34.45万 | 0.20% | 13,436 | 39 | 0.3% | $1,000 | 加仓 |
| HD | HOME DEPOT INC | $34.53万 | 0.20% | 1,050 | 85 | 8.8% | $2.80万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $42.11万 | 0.24% | 3,851 | -421 | -9.9% | -$4.60万 | 减仓 |
| — | EXXON MOBIL CORP | $42.26万 | 0.24% | 2,491 | 17 | 0.7% | $2,884 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $42.55万 | 0.25% | 10,343 | 83 | 0.8% | $3,415 | 加仓 |
| GEV | GE VERNOVA INC | $50.90万 | 0.30% | 583 | 218 | 59.7% | $19.03万 | 加仓 |
| TSLA | TESLA INC | $77.88万 | 0.45% | 2,095 | 783 | 59.7% | $29.11万 | 加仓 |
| RBLX | ROBLOX CORP | $81.33万 | 0.47% | 14,380 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $92.29万 | 0.54% | 3,636 | 1,245 | 52.1% | $31.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $97.24万 | 0.56% | 1,946 | 155 | 8.7% | $7.75万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $119.11万 | 0.69% | 24,126 | 380 | 1.6% | $1.88万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $132.95万 | 0.77% | 16,218 | -93 | -0.6% | -$7,624 | 减仓 |
| AVGO | BROADCOM INC | $138.02万 | 0.80% | 4,459 | 252 | 6.0% | $7.80万 | 加仓 |
| PEP | PEPSICO INC | $149.84万 | 0.87% | 9,649 | 89 | 0.9% | $1.38万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $155.31万 | 0.90% | 2,518 | 23 | 0.9% | $1.42万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $171.70万 | 1.00% | 15,488 | 292 | 1.9% | $3.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $178.02万 | 1.03% | 11,104 | 1,503 | 15.7% | $24.10万 | 加仓 |
| META | META PLATFORMS INC | $268.72万 | 1.56% | 4,697 | 199 | 4.4% | $11.39万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $320.14万 | 1.86% | 9,473 | -50 | -0.5% | -$1.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $332.35万 | 1.93% | 19,057 | 32 | 0.2% | $5,581 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $398.60万 | 2.31% | 13,550 | -1,196 | -8.1% | -$35.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $406.65万 | 2.36% | 8,486 | 229 | 2.8% | $10.97万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $436.25万 | 2.53% | 40,030 | 1,750 | 4.6% | $19.07万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $453.81万 | 2.63% | 48,859 | 2,530 | 5.5% | $23.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $456.92万 | 2.65% | 12,343 | 2,900 | 30.7% | $107.35万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $548.17万 | 3.18% | 14,041 | 888 | 6.8% | $34.67万 | 加仓 |
| WMT | WALMART INC | $550.37万 | 3.19% | 44,285 | 1,362 | 3.2% | $16.93万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $589.97万 | 3.42% | 40,241 | 577 | 1.5% | $8.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $656.09万 | 3.80% | 6,584 | 506 | 8.3% | $50.42万 | 加仓 |
| AMZN | AMAZON COM INC | $743.77万 | 4.31% | 35,712 | 888 | 2.5% | $18.49万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $821.49万 | 4.76% | 131,061 | 131,061 | — | $821.49万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $971.62万 | 5.63% | 45,179 | 1,229 | 2.8% | $26.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $999.49万 | 5.79% | 217,801 | 217,801 | — | $999.49万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,527.16万 | 8.85% | 184,551 | 184,551 | — | $1,527.16万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2,232.51万 | 12.94% | 38,680 | 250 | 0.7% | $14.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,252.70万 | 13.06% | 34,639 | 445 | 1.3% | $28.94万 | 加仓 |