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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -800 | -100.0% | -$26.40万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $89 | 0.00% | 5 | 5 | — | $89 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $140 | 0.00% | 10 | 10 | — | $140 | 新建仓 |
| IONQ | IONQ INC | $288 | 0.00% | 10 | 10 | — | $288 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC | $1,033 | 0.00% | 2,000 | 2,000 | — | $1,033 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,659 | 0.00% | 111 | 111 | — | $1,659 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,135 | 0.00% | 28 | 28 | — | $2,135 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,426 | 0.00% | 33 | -46,094 | -99.9% | -$338.86万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $2,803 | 0.00% | 42 | 42 | — | $2,803 | 新建仓 |
| RKLB | ROCKET LAB CORP | $3,211 | 0.00% | 50 | 50 | — | $3,211 | 新建仓 |
| XHB | SPDR SERIES TRUST | $3,460 | 0.00% | 35 | -27,522 | -99.9% | -$272.07万 | 减仓 |
| LODE | COMSTOCK INC | $3,483 | 0.00% | 1,142 | 1,142 | — | $3,483 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3,597 | 0.00% | 50 | 50 | — | $3,597 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $4,259 | 0.00% | 334 | 334 | — | $4,259 | 新建仓 |
| COPX | GLOBAL X FDS | $4,734 | 0.00% | 62 | 62 | — | $4,734 | 新建仓 |
| AI | C3 AI INC | $5,052 | 0.00% | 600 | 600 | — | $5,052 | 新建仓 |
| APP | APPLOVIN CORP | $5,174 | 0.00% | 13 | 13 | — | $5,174 | 新建仓 |
| FSK | FS KKR CAP CORP | $5,466 | 0.00% | 537 | 537 | — | $5,466 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $5,504 | 0.00% | 400 | 400 | — | $5,504 | 新建仓 |
| SRE | SEMPRA | $5,506 | 0.00% | 57 | 57 | — | $5,506 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5,632 | 0.00% | 60 | 60 | — | $5,632 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $5,668 | 0.00% | 825 | 825 | — | $5,668 | 新建仓 |
| DOW | DOW HLDGS INC | $6,248 | 0.00% | 150 | 150 | — | $6,248 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $6,825 | 0.00% | 100 | 100 | — | $6,825 | 新建仓 |
| OKLO | OKLO INC | $7,439 | 0.00% | 150 | 150 | — | $7,439 | 新建仓 |
| UNP | UNION PAC CORP | $7,536 | 0.00% | 31 | 31 | — | $7,536 | 新建仓 |
| DIS | DISNEY WALT CO | $7,830 | 0.00% | 81 | 81 | — | $7,830 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $8,016 | 0.00% | 11 | -7,908 | -99.9% | -$576.28万 | 重新持有 |
| CLSK | CLEANSPARK INC | $8,510 | 0.00% | 1,000 | 1,000 | — | $8,510 | 新建仓 |
| V | VISA INC | $8,830 | 0.01% | 29 | 29 | — | $8,830 | 新建仓 |
| CCL | CARNIVAL CORP | $9,105 | 0.01% | 352 | 352 | — | $9,105 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $9,316 | 0.01% | 517 | 517 | — | $9,316 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $9,491 | 0.01% | 20 | 20 | — | $9,491 | 新建仓 |
| AZN | ASTRAZENECA PLC | $9,861 | 0.01% | 50 | 50 | — | $9,861 | 新建仓 |
| BROS | DUTCH BROS INC | $1.01万 | 0.01% | 200 | 200 | — | $1.01万 | 新建仓 |
| AGNC | AGNC INVT CORP | $1.04万 | 0.01% | 1,033 | 1,033 | — | $1.04万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $1.04万 | 0.01% | 2,000 | 2,000 | — | $1.04万 | 新建仓 |
| TGT | TARGET CORP | $1.09万 | 0.01% | 90 | 90 | — | $1.09万 | 新建仓 |
| BULL | WEBULL CORP | $1.10万 | 0.01% | 2,300 | 2,300 | — | $1.10万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.13万 | 0.01% | 24 | 24 | — | $1.13万 | 新建仓 |
| RYN | RAYONIER INC | $1.13万 | 0.01% | 550 | 550 | — | $1.13万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.17万 | 0.01% | 300 | 300 | — | $1.17万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.21万 | 0.01% | 197 | 197 | — | $1.21万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $1.23万 | 0.01% | 1,625 | 1,625 | — | $1.23万 | 新建仓 |
| AMGN | AMGEN INC | $1.23万 | 0.01% | 35 | 35 | — | $1.23万 | 新建仓 |
| TTAN | SERVICETITAN INC | $1.27万 | 0.01% | 200 | 200 | — | $1.27万 | 新建仓 |
| REMX | VANECK ETF TRUST | $1.45万 | 0.01% | 165 | 165 | — | $1.45万 | 新建仓 |
| BA | BOEING CO | $1.47万 | 0.01% | 74 | 74 | — | $1.47万 | 新建仓 |
| IREN | IREN LIMITED | $1.54万 | 0.01% | 450 | 450 | — | $1.54万 | 新建仓 |
| IJR | ISHARES TR | $1.55万 | 0.01% | 125 | 125 | — | $1.55万 | 新建仓 |
| GLW | CORNING INC | $1.58万 | 0.01% | 116 | 116 | — | $1.58万 | 新建仓 |
| CTAS | CINTAS CORP | $1.62万 | 0.01% | 96 | -16,407 | -99.4% | -$276.24万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.62万 | 0.01% | 67 | 67 | — | $1.62万 | 新建仓 |
| CRWV | COREWEAVE INC | $1.71万 | 0.01% | 221 | 221 | — | $1.71万 | 新建仓 |
| CSCO | CISCO SYS INC | $1.81万 | 0.01% | 233 | 233 | — | $1.81万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $2.12万 | 0.01% | 400 | 400 | — | $2.12万 | 新建仓 |
| TEM | TEMPUS AI INC | $2.15万 | 0.01% | 475 | 475 | — | $2.15万 | 新建仓 |
| SYY | SYSCO CORP | $2.17万 | 0.01% | 304 | 304 | — | $2.17万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $2.23万 | 0.01% | 108 | 108 | — | $2.23万 | 新建仓 |
| QUAL | ISHARES TR | $2.33万 | 0.01% | 122 | 122 | — | $2.33万 | 新建仓 |
| F | FORD MTR CO | $2.53万 | 0.01% | 2,193 | 2,193 | — | $2.53万 | 新建仓 |
| B | BARRICK MNG CORP | $2.54万 | 0.01% | 622 | 622 | — | $2.54万 | 新建仓 |
| — | HONEYWELL INTL INC | $2.64万 | 0.02% | 117 | 117 | — | $2.64万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $2.68万 | 0.02% | 302 | 302 | — | $2.68万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $2.78万 | 0.02% | 610 | 610 | — | $2.78万 | 新建仓 |
| UL | UNILEVER PLC | $2.83万 | 0.02% | 496 | 496 | — | $2.83万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $2.94万 | 0.02% | 1,486 | 1,486 | — | $2.94万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.05万 | 0.02% | 150 | 150 | — | $3.05万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $3.06万 | 0.02% | 500 | 500 | — | $3.06万 | 新建仓 |
| DVA | DAVITA INC | $3.07万 | 0.02% | 200 | 200 | — | $3.07万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.08万 | 0.02% | 480 | 480 | — | $3.08万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $3.09万 | 0.02% | 2,655 | 2,655 | — | $3.09万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.17万 | 0.02% | 825 | 825 | — | $3.17万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $3.18万 | 0.02% | 3,675 | 3,675 | — | $3.18万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $3.21万 | 0.02% | 2,696 | 2,696 | — | $3.21万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.21万 | 0.02% | 117 | 117 | — | $3.21万 | 新建仓 |
| PATH | UIPATH INC | $3.27万 | 0.02% | 2,950 | 2,950 | — | $3.27万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $3.47万 | 0.02% | 2,812 | 2,812 | — | $3.47万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $3.47万 | 0.02% | 534 | 534 | — | $3.47万 | 新建仓 |
| MP | MP MATERIALS CORP | $3.50万 | 0.02% | 725 | 725 | — | $3.50万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3.62万 | 0.02% | 62 | 62 | — | $3.62万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $3.68万 | 0.02% | 1,543 | 1,543 | — | $3.68万 | 新建仓 |
| ALAB | ASTERA LABS INC | $3.73万 | 0.02% | 340 | 340 | — | $3.73万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.76万 | 0.02% | 124 | 124 | — | $3.76万 | 新建仓 |
| XEL | XCEL ENERGY INC | $3.90万 | 0.02% | 491 | 491 | — | $3.90万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3.91万 | 0.02% | 204 | 204 | — | $3.91万 | 新建仓 |
| LIN | LINDE PLC | $3.91万 | 0.02% | 79 | 79 | — | $3.91万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $4.27万 | 0.02% | 3,806 | 3,806 | — | $4.27万 | 新建仓 |
| OKE | ONEOK INC NEW | $4.30万 | 0.02% | 476 | 476 | — | $4.30万 | 新建仓 |
| MDT | MEDTRONIC PLC | $4.51万 | 0.03% | 520 | 520 | — | $4.51万 | 新建仓 |
| PSX | PHILLIPS 66 | $4.55万 | 0.03% | 250 | 250 | — | $4.55万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $4.56万 | 0.03% | 641 | 641 | — | $4.56万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $4.60万 | 0.03% | 1,030 | 1,030 | — | $4.60万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $4.84万 | 0.03% | 207 | 207 | — | $4.84万 | 新建仓 |
| GOOG | ALPHABET INC | $4.90万 | 0.03% | 171 | 171 | — | $4.90万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $4.91万 | 0.03% | 201 | 201 | — | $4.91万 | 新建仓 |
| SMH | VANECK ETF TRUST | $4.98万 | 0.03% | 130 | 130 | — | $4.98万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $5.06万 | 0.03% | 4,588 | 4,588 | — | $5.06万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $5.09万 | 0.03% | 816 | 816 | — | $5.09万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.24万 | 0.03% | 400 | 400 | — | $5.24万 | 新建仓 |