PETERSON WEALTH MANAGEMENT
SPARKS NV · SEC CIK 0001785144
$2.15亿2026Q2 申报市值
183持仓数
68.2%前十大占比 · 第一大 15.3%
36 / 20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
SPY 加仓+$448.51万
QQQ 加仓+$444.93万
MSFT 加仓+$424.53万
LLY 加仓+$416.20万
VIG 加仓+$362.64万
2026Q2 卖出最多 按季末市值估算
CIBR 减仓-$1,166.87万
CRWD 减仓-$1,068.49万
BRK/B 减仓-$423.98万
PANW 清仓-$178.02万
HD 减仓-$13.04万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,293.32万 | 15.35% | 44,722 | 6,042 | 15.6% | $444.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,035.22万 | 14.14% | 40,645 | 6,006 | 17.3% | $448.51万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,878.79万 | 8.75% | 227,319 | 42,768 | 23.2% | $353.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,431.66万 | 6.67% | 60,505 | 15,326 | 33.9% | $362.64万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $994.22万 | 4.63% | 219,280 | 1,479 | 0.7% | $6.71万 | 加仓 |
| AMZN | AMAZON COM INC | $895.49万 | 4.17% | 37,572 | 1,860 | 5.2% | $44.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $884.95万 | 4.12% | 23,724 | 11,381 | 92.2% | $424.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $793.77万 | 3.70% | 8,485 | 1,901 | 28.9% | $177.84万 | 加仓 |
| WMT | WALMART INC | $731.55万 | 3.41% | 64,590 | 20,305 | 45.9% | $229.97万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $698.63万 | 3.26% | 59,570 | 19,540 | 48.8% | $229.16万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $668.62万 | 3.12% | 42,142 | 1,901 | 4.7% | $30.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $558.66万 | 2.60% | 63,650 | 14,791 | 30.3% | $129.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $460.81万 | 2.15% | 14,078 | 528 | 3.9% | $17.28万 | 加仓 |
| LLY | ELI LILLY & CO | $455.54万 | 2.12% | 3,798 | 3,470 | 1,057.9% | $416.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $453.93万 | 2.12% | 9,505 | 32 | 0.3% | $1.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $432.97万 | 2.02% | 21,639 | 2,582 | 13.5% | $51.66万 | 加仓 |
| AVGO | BROADCOM INC | $422.20万 | 1.97% | 11,177 | 6,718 | 150.7% | $253.76万 | 加仓 |
| META | META PLATFORMS INC | $407.84万 | 1.90% | 7,240 | 2,543 | 54.1% | $143.25万 | 加仓 |
| AAPL | APPLE INC | $373.52万 | 1.74% | 12,908 | 9,272 | 255.0% | $268.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $243.67万 | 1.14% | 45,453 | 21,327 | 88.4% | $114.33万 | 加仓 |
| TFLO | ISHARES TR | $228.88万 | 1.07% | 45,207 | 45,207 | — | $228.88万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $175.80万 | 0.82% | 2,499 | -19 | -0.8% | -$1.34万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $162.84万 | 0.76% | 15,200 | -288 | -1.9% | -$3.09万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $143.26万 | 0.67% | 17,246 | 1,028 | 6.3% | $8.54万 | 加仓 |
| PEP | PEPSICO INC | $130.98万 | 0.61% | 9,673 | 24 | 0.2% | $3,250 | 加仓 |
| TSLA | TESLA INC | $107.42万 | 0.50% | 2,554 | 459 | 21.9% | $19.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $106.56万 | 0.50% | 2,075 | 129 | 6.6% | $6.62万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $103.21万 | 0.48% | 7,670 | 3,819 | 99.2% | $51.39万 | 加仓 |
| GEV | GE VERNOVA INC | $93.89万 | 0.44% | 799 | 216 | 37.0% | $25.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.06万 | 0.39% | 7,205 | 7,205 | — | $84.06万 | 新建仓 |
| RBLX | ROBLOX CORP | $78.20万 | 0.36% | 14,380 | 0 | 0.0% | — | 不变 |
| EIG | EMPLOYERS HLDGS INC | $52.62万 | 0.25% | 10,424 | 81 | 0.8% | $4,089 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $51.24万 | 0.24% | 2,690 | 173 | 6.9% | $3.30万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $39.65万 | 0.18% | 13,472 | 36 | 0.3% | $1,059 | 加仓 |
| XBI | SPDR SERIES TRUST | $33.52万 | 0.16% | 2,118 | 745 | 54.3% | $11.79万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $33.17万 | 0.15% | 6,582 | 93 | 1.4% | $4,686 | 加仓 |
| — | EXXON MOBIL CORP | $32.32万 | 0.15% | 2,364 | -127 | -5.1% | -$1.74万 | 减仓 |
| IWM | ISHARES TR | $31.78万 | 0.15% | 1,058 | -29 | -2.7% | -$8,711 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $27.14万 | 0.13% | 7,360 | 22 | 0.3% | $811 | 加仓 |
| HD | HOME DEPOT INC | $23.97万 | 0.11% | 680 | -370 | -35.2% | -$13.04万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $23.80万 | 0.11% | 3,242 | 32 | 1.0% | $2,349 | 加仓 |
| GOOGL | ALPHABET INC | $21.69万 | 0.10% | 607 | 125 | 25.9% | $4.47万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $18.44万 | 0.09% | 189 | -24 | -11.3% | -$2.34万 | 减仓 |
| ALAB | ASTERA LABS INC | $18.35万 | 0.09% | 380 | 40 | 11.8% | $1.93万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $15.11万 | 0.07% | 4,268 | 33 | 0.8% | $1,168 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $14.80万 | 0.07% | 4,082 | 5 | 0.1% | $181 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $13.77万 | 0.06% | 237 | 87 | 58.0% | $5.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $13.58万 | 0.06% | 207 | 77 | 59.2% | $5.05万 | 加仓 |
| O | REALTY INCOME CORP | $13.57万 | 0.06% | 2,190 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $13.40万 | 0.06% | 1,019 | 3 | 0.3% | $395 | 加仓 |
| NFLX | NETFLIX INC. | $13.35万 | 0.06% | 1,870 | 808 | 76.1% | $5.77万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $13.07万 | 0.06% | 257 | 2 | 0.8% | $1,017 | 加仓 |
| IEMG | ISHARES INC | $12.40万 | 0.06% | 1,497 | 12 | 0.8% | $994 | 加仓 |
| IDEV | ISHARES TR | $12.35万 | 0.06% | 1,388 | 21 | 1.5% | $1,869 | 加仓 |
| MO | ALTRIA GROUP INC | $12.02万 | 0.06% | 1,671 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $11.71万 | 0.05% | 525 | -84 | -13.8% | -$1.87万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $10.47万 | 0.05% | 1,165 | -129,896 | -99.1% | -$1,166.87万 | 减仓 |
| DGS | WISDOMTREE TR | $10.12万 | 0.05% | 1,564 | 20 | 1.3% | $1,294 | 加仓 |
| COKE | COCA COLA CONS INC | $9.55万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $9.49万 | 0.04% | 276 | 1 | 0.4% | $344 | 加仓 |
| SDY | SPDR SERIES TRUST | $9.48万 | 0.04% | 623 | 2 | 0.3% | $304 | 加仓 |
| GLW | CORNING INC | $9.28万 | 0.04% | 363 | 247 | 212.9% | $6.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.28万 | 0.04% | 2,191 | 1,085 | 98.1% | $4.59万 | 加仓 |
| KEY | KEYCORP | $9.11万 | 0.04% | 3,950 | 35 | 0.9% | $807 | 加仓 |
| ATO | ATMOS ENERGY CORP | $8.95万 | 0.04% | 520 | 4 | 0.8% | $688 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $8.78万 | 0.04% | 1,422 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $8.40万 | 0.04% | 311 | 2 | 0.6% | $540 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7.11万 | 0.03% | 280 | 79 | 39.3% | $2.01万 | 加仓 |
| GOOG | ALPHABET INC | $7.10万 | 0.03% | 201 | 30 | 17.5% | $1.06万 | 加仓 |
| RDDT | REDDIT INC | $7.03万 | 0.03% | 405 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $6.14万 | 0.03% | 5,650 | 2,700 | 91.5% | $2.93万 | 加仓 |
| GLD | SPDR GOLD TR | $5.93万 | 0.03% | 161 | -44 | -21.5% | -$1.62万 | 减仓 |
| MP | MP MATERIALS CORP | $5.74万 | 0.03% | 1,025 | 300 | 41.4% | $1.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5.72万 | 0.03% | 818 | 2 | 0.2% | $140 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.47万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $5.35万 | 0.02% | 1,037 | 7 | 0.7% | $361 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.35万 | 0.02% | 202 | -5 | -2.4% | -$1,324 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5.29万 | 0.02% | 643 | 2 | 0.3% | $165 | 加仓 |
| TEM | TEMPUS AI INC | $5.21万 | 0.02% | 900 | 425 | 89.5% | $2.46万 | 加仓 |
| COP | CONOCOPHILLIPS | $5.20万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $5.01万 | 0.02% | 4,588 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $4.94万 | 0.02% | 570 | 570 | — | $4.94万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $4.49万 | 0.02% | 3,828 | 22 | 0.6% | $258 | 加仓 |
| DVA | DAVITA INC | $4.45万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4.35万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $4.23万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $4.14万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $4.11万 | 0.02% | 79 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.97万 | 0.02% | 494 | 3 | 0.6% | $241 | 加仓 |
| CSCO | CISCO SYS INC | $3.83万 | 0.02% | 326 | 93 | 39.9% | $1.09万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $3.79万 | 0.02% | 1,548 | 1,548 | — | $3.79万 | 新建仓 |
| F | FORD MTR CO | $3.74万 | 0.02% | 2,693 | 500 | 22.8% | $6,951 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.73万 | 0.02% | 117 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $3.62万 | 0.02% | 2,830 | 18 | 0.6% | $230 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $3.61万 | 0.02% | 3,675 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3.55万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $3.54万 | 0.02% | 356 | 135 | 61.1% | $1.34万 | 加仓 |
| MDT | MEDTRONIC PLC | $3.48万 | 0.02% | 445 | -75 | -14.4% | -$5,867 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.42万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $3.38万 | 0.02% | 2,696 | 0 | 0.0% | — | 不变 |