Peterson Wealth Services
SOUTH OGDEN UT · SEC CIK 0001906799
$4.59亿2026Q2 申报市值
245持仓数
43.9%前十大占比 · 第一大 7.0%
29 / 1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
PM 加仓+$172.57万
SCI 新建仓+$116.91万
AROC 新建仓+$95.19万
CLMB 加仓+$88.21万
IEMG 加仓+$74.00万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$196.99万
LULU 减仓-$134.97万
CMCSA 减仓-$104.53万
ELF 减仓-$58.84万
FIX 减仓-$54.70万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INCORPORATED | $0 | 0.00% | 0 | -3,108 | -100.0% | -$37.78万 | 清仓 |
| — | BEYOND MEAT INCORPORATED | $19 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $448 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $652 | 0.00% | 3 | -1,267 | -99.8% | -$27.54万 | 减仓 |
| TTD | THE TRADE DESK INCORPORATED COM CLASS A | $669 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $963 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | $1,027 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INCORPORATED | $1,036 | 0.00% | 14 | -7,951 | -99.8% | -$58.84万 | 减仓 |
| HUBS | HUBSPOT INCORPORATED | $1,095 | 0.00% | 6 | -1,309 | -99.5% | -$23.89万 | 减仓 |
| CRNC | CERENCE INCORPORATED | $1,132 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1,177 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | ATKORE INCORPORATED | $1,445 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LIMITED SHS (SWITZERLAND) | $1,599 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INCORPORATED | $1,617 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $1,679 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $1,709 | 0.00% | 10 | 10 | — | $1,709 | 新建仓 |
| DD | DUPONT DE NEMOURS INCORPORATED COMMON STOCK | $1,763 | 0.00% | 13 | 13 | — | $1,763 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $1,804 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| M | MACYS INCORPORATED | $1,931 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $2,006 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORPORATION | $2,195 | 0.00% | 21 | -3,196 | -99.3% | -$33.41万 | 减仓 |
| FDUS | FIDUS INVT CORPORATION | $2,332 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | $2,771 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $2,814 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $3,012 | 0.00% | 82 | -1,101 | -93.1% | -$4.04万 | 重新持有 |
| SYY | SYSCO CORPORATION | $3,092 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY | $3,110 | 0.00% | 56 | 56 | — | $3,110 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $3,131 | 0.00% | 34 | 34 | — | $3,131 | 新建仓 |
| SO | SOUTHERN COMPANY | $3,446 | 0.00% | 36 | 36 | — | $3,446 | 新建仓 |
| HSY | HERSHEY COMPANY | $3,509 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $3,546 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CLASS A | $3,595 | 0.00% | 7 | 7 | — | $3,595 | 新建仓 |
| AMGN | AMGEN INCORPORATED | $3,621 | 0.00% | 10 | 10 | — | $3,621 | 新建仓 |
| TOL | TOLL BROTHERS INCORPORATED | $3,625 | 0.00% | 22 | 22 | — | $3,625 | 新建仓 |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | $3,644 | 0.00% | 47 | 47 | — | $3,644 | 新建仓 |
| TMUS | T-MOBILE US INCORPORATED | $3,690 | 0.00% | 22 | 22 | — | $3,690 | 新建仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | $3,698 | 0.00% | 51 | 51 | — | $3,698 | 新建仓 |
| BX | BLACKSTONE INCORPORATED | $3,765 | 0.00% | 32 | 32 | — | $3,765 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | $3,873 | 0.00% | 47 | 47 | — | $3,873 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $4,104 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INCORPORATED | $4,296 | 0.00% | 13 | 13 | — | $4,296 | 新建仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $4,303 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,493 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $4,595 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORPORATION | $4,786 | 0.00% | 84 | 84 | — | $4,786 | 新建仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $5,046 | 0.00% | 11 | 11 | — | $5,046 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $5,093 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORPORATION REIT | $5,222 | 0.00% | 206 | 206 | — | $5,222 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $5,343 | 0.00% | 19 | 19 | — | $5,343 | 新建仓 |
| TXN | TEXAS INSTRS INCORPORATED | $5,365 | 0.00% | 18 | -132 | -88.0% | -$3.93万 | 重新持有 |
| NUE | NUCOR CORPORATION | $5,569 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $5,818 | 0.00% | 237 | -42,583 | -99.4% | -$104.53万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $5,826 | 0.00% | 20 | 9 | 81.8% | $2,622 | 加仓 |
| CSX | CSX CORPORATION | $6,036 | 0.00% | 127 | 127 | — | $6,036 | 新建仓 |
| ONTO | ONTO INNOVATION INCORPORATED | $6,434 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD (UNITED KINGDOM) | $7,964 | 0.00% | 42 | 42 | — | $7,964 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $8,387 | 0.00% | 160 | 160 | — | $8,387 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $8,661 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $9,174 | 0.00% | 54 | 54 | — | $9,174 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $9,202 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $9,257 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $1.00万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT (SPAIN) | $1.08万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $1.08万 | 0.00% | 15 | 15 | — | $1.08万 | 新建仓 |
| RTX | RTX CORPORATION | $1.24万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $1.49万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.57万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORPORATION | $1.66万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $1.79万 | 0.00% | 60 | 60 | — | $1.79万 | 新建仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $2.08万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $2.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR NORTH AMERN NAT | $2.42万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INCORPORATED | $2.46万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INCORPORATED | $2.64万 | 0.01% | 111 | 111 | — | $2.64万 | 新建仓 |
| BOH | BANK OF HAWAII CORP | $3.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $3.41万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INCORPORATED | $3.52万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $3.54万 | 0.01% | 167 | 17 | 11.3% | $3,603 | 加仓 |
| F | FORD MTR COMPANY | $3.67万 | 0.01% | 2,641 | 22 | 0.8% | $306 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $3.91万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $3.96万 | 0.01% | 1,101 | -222 | -16.8% | -$7,992 | 减仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $4.03万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $4.16万 | 0.01% | 1,007 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $4.25万 | 0.01% | 351 | 1 | 0.3% | $121 | 加仓 |
| ONB | OLD NATL BANCORP IND | $4.37万 | 0.01% | 1,689 | 10 | 0.6% | $259 | 加仓 |
| CIFR | CIPHER DIGITAL INCORPORATED | $4.74万 | 0.01% | 1,934 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $4.86万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $5.10万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $5.32万 | 0.01% | 428 | 4 | 0.9% | $498 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $5.64万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $7.31万 | 0.02% | 441 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $7.95万 | 0.02% | 778 | 5 | 0.6% | $511 | 加仓 |
| KO | COCA COLA COMPANY | $8.14万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $8.45万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $9.57万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $10.34万 | 0.02% | 786 | 5 | 0.6% | $658 | 加仓 |
| SNPS | SYNOPSYS INCORPORATED | $10.97万 | 0.02% | 246 | -13 | -5.0% | -$5,799 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $11.68万 | 0.03% | 2,448 | 334 | 15.8% | $1.59万 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $11.94万 | 0.03% | 960 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $12.84万 | 0.03% | 1,855 | 6 | 0.3% | $415 | 加仓 |