Peterson Wealth Services
SOUTH OGDEN UT · SEC CIK 0001906799
$4.05亿2026Q1 申报市值
215持仓数
42.9%前十大占比 · 第一大 5.9%
5 / 6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
NFLX 加仓+$756.34万
EME 新建仓+$352.76万
VST 新建仓+$329.62万
ZTS 加仓+$189.37万
LNTH 加仓+$49.14万
2026Q1 卖出最多 按季末市值估算
COP 减仓-$512.15万
FANG 减仓-$318.79万
MTDR 清仓-$217.95万
GSY 减仓-$207.90万
MDT 减仓-$172.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $21.70万 | 0.05% | 3,386 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORPORATION CLASS A | $22.50万 | 0.06% | 1,780 | -212 | -10.6% | -$2.68万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $23.08万 | 0.06% | 3,573 | 716 | 25.1% | $4.63万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $24.22万 | 0.06% | 867 | 867 | — | $24.22万 | 新建仓 |
| EOG | EOG RES INCORPORATED | $24.84万 | 0.06% | 1,719 | 344 | 25.0% | $4.97万 | 加仓 |
| CGNX | COGNEX CORPORATION | $25.23万 | 0.06% | 5,149 | 1,055 | 25.8% | $5.17万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $25.92万 | 0.06% | 1,321 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $26.82万 | 0.07% | 3,349 | 259 | 8.4% | $2.07万 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $27.36万 | 0.07% | 1,465 | -716 | -32.8% | -$13.37万 | 减仓 |
| STE | STERIS PLC SHS USD (IRELAND) | $28.08万 | 0.07% | 1,270 | -499 | -28.2% | -$11.03万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $28.20万 | 0.07% | 11,843 | 2,254 | 23.5% | $5.37万 | 加仓 |
| OSK | OSHKOSH CORPORATION | $28.93万 | 0.07% | 1,965 | 297 | 17.8% | $4.37万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $30.02万 | 0.07% | 3,868 | 575 | 17.5% | $4.46万 | 加仓 |
| HUBS | HUBSPOT INCORPORATED | $32.10万 | 0.08% | 1,315 | 1,274 | 3,107.3% | $31.10万 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $32.50万 | 0.08% | 1,906 | -91 | -4.6% | -$1.55万 | 减仓 |
| PSX | PHILLIPS 66 | $32.92万 | 0.08% | 1,807 | 299 | 19.8% | $5.45万 | 加仓 |
| NEM | NEWMONT CORPORATION | $33.14万 | 0.08% | 3,061 | 337 | 12.4% | $3.65万 | 加仓 |
| ALL | ALLSTATE CORPORATION | $33.87万 | 0.08% | 1,634 | 274 | 20.1% | $5.68万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORPORATION | $34.76万 | 0.09% | 3,217 | 3,159 | 5,446.6% | $34.13万 | 加仓 |
| VLO | VALERO ENERGY CORPORATION | $34.97万 | 0.09% | 1,415 | 218 | 18.2% | $5.39万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INCORPORATED | $37.78万 | 0.09% | 3,108 | 3,071 | 8,300.0% | $37.33万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $38.03万 | 0.09% | 1,780 | 216 | 13.8% | $4.61万 | 加仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $38.76万 | 0.10% | 4,124 | 667 | 19.3% | $6.27万 | 加仓 |
| SPGI | S&P GLOBAL INCORPORATED | $38.80万 | 0.10% | 912 | 152 | 20.0% | $6.47万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INCORPORATED COM NEW | $39.00万 | 0.10% | 17,128 | 15,854 | 1,244.4% | $36.10万 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $47.18万 | 0.12% | 1,645 | 1 | 0.1% | $287 | 加仓 |
| ELF | E L F BEAUTY INCORPORATED | $48.28万 | 0.12% | 7,965 | 397 | 5.2% | $2.41万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $49.02万 | 0.12% | 1,620 | 1 | 0.1% | $303 | 加仓 |
| GEV | GE VERNOVA INCORPORATED | $50.28万 | 0.12% | 576 | -345 | -37.5% | -$30.12万 | 减仓 |
| LNTH | LANTHEUS HLDGS INCORPORATED | $50.70万 | 0.13% | 6,684 | 6,479 | 3,160.5% | $49.14万 | 加仓 |
| CELH | CELSIUS HLDGS INCORPORATED COM NEW | $53.77万 | 0.13% | 15,154 | 1,080 | 7.7% | $3.83万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $54.12万 | 0.13% | 2,749 | 131 | 5.0% | $2.58万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $55.52万 | 0.14% | 4,234 | 369 | 9.5% | $4.84万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $58.19万 | 0.14% | 3,644 | -443 | -10.8% | -$7.07万 | 减仓 |
| DXCM | DEXCOM INCORPORATED | $58.70万 | 0.15% | 9,347 | 3,808 | 68.7% | $23.91万 | 加仓 |
| AAON | AAON INCORPORATED COM PAR | $59.46万 | 0.15% | 7,186 | 494 | 7.4% | $4.09万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $61.58万 | 0.15% | 6,204 | 257 | 4.3% | $2.55万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INCORPORATED | $62.32万 | 0.15% | 3,219 | 168 | 5.5% | $3.25万 | 加仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $62.62万 | 0.15% | 1,833 | 101 | 5.8% | $3.45万 | 加仓 |
| HQY | HEALTHEQUITY INCORPORATED | $64.54万 | 0.16% | 7,723 | 506 | 7.0% | $4.23万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $65.49万 | 0.16% | 1,916 | 790 | 70.2% | $27.00万 | 加仓 |
| IDCC | INTERDIGITAL INCORPORATED | $68.00万 | 0.17% | 2,252 | 138 | 6.5% | $4.17万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES (AUSTRALIA) | $68.34万 | 0.17% | 19,936 | 2,519 | 14.5% | $8.64万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | $68.46万 | 0.17% | 363 | 23 | 6.8% | $4.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $71.26万 | 0.18% | 1,710 | -178 | -9.4% | -$7.42万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $73.37万 | 0.18% | 9,651 | 1,383 | 16.7% | $10.51万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INCORPORATED COM NEW | $73.43万 | 0.18% | 7,889 | 486 | 6.6% | $4.52万 | 加仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $78.06万 | 0.19% | 15,575 | -41,481 | -72.7% | -$207.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $82.41万 | 0.20% | 4,051 | 314 | 8.4% | $6.39万 | 加仓 |
| SSD | SIMPSON MFG INCORPORATED | $86.11万 | 0.21% | 5,018 | 152 | 3.1% | $2.61万 | 加仓 |
| COP | CONOCOPHILLIPS | $87.40万 | 0.22% | 6,621 | -38,799 | -85.4% | -$512.15万 | 减仓 |
| AGCO | AGCO CORPORATION | $92.04万 | 0.23% | 7,943 | 261 | 3.4% | $3.02万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORPORATION | $96.80万 | 0.24% | 21,587 | 552 | 2.6% | $2.48万 | 加仓 |
| RS | RELIANCE INCORPORATED | $100.69万 | 0.25% | 3,313 | 106 | 3.3% | $3.22万 | 加仓 |
| ALAB | ASTERA LABS INCORPORATED | $101.50万 | 0.25% | 9,261 | 91 | 1.0% | $9,974 | 加仓 |
| BC | BRUNSWICK CORPORATION | $105.05万 | 0.26% | 14,438 | 931 | 6.9% | $6.77万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $107.18万 | 0.26% | 3,727 | -259 | -6.5% | -$7.45万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $109.14万 | 0.27% | 1,769 | 254 | 16.8% | $15.67万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $111.14万 | 0.27% | 23,693 | 3,474 | 17.2% | $16.30万 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $112.99万 | 0.28% | 12,165 | 973 | 8.7% | $9.04万 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $122.94万 | 0.30% | 42,820 | 4,672 | 12.2% | $13.41万 | 加仓 |
| ETR | ENTERGY CORPORATION NEW | $123.15万 | 0.30% | 10,960 | 1,506 | 15.9% | $16.92万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $123.87万 | 0.31% | 4,578 | 187 | 4.3% | $5.06万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $133.68万 | 0.33% | 1,223 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INCORPORATED | $143.05万 | 0.35% | 7,099 | -4 | -0.1% | -$806 | 减仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $155.39万 | 0.38% | 7,856 | -16,117 | -67.2% | -$318.79万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $162.82万 | 0.40% | 17,985 | 2,494 | 16.1% | $22.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $166.48万 | 0.41% | 33,163 | 1,857 | 5.9% | $9.32万 | 加仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $169.24万 | 0.42% | 6,754 | -30 | -0.4% | -$7,517 | 减仓 |
| PACS | PACS GROUP INCORPORATED COM SHS | $172.39万 | 0.43% | 53,672 | 854 | 1.6% | $2.74万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $173.47万 | 0.43% | 2,903 | 430 | 17.4% | $25.70万 | 加仓 |
| IESC | IES HOLDINGS INCORPORATED | $174.25万 | 0.43% | 3,657 | 364 | 11.1% | $17.34万 | 加仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $189.81万 | 0.47% | 16,057 | 16,020 | 43,297.3% | $189.37万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $190.21万 | 0.47% | 3,535 | 105 | 3.1% | $5.65万 | 加仓 |
| POWL | POWELL INDUSTRIES INCORPORATED | $190.43万 | 0.47% | 3,519 | -16 | -0.5% | -$8,658 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $197.73万 | 0.49% | 4,855 | -54 | -1.1% | -$2.20万 | 减仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $203.84万 | 0.50% | 6,316 | -83 | -1.3% | -$2.68万 | 减仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $210.02万 | 0.52% | 13,718 | 1,668 | 13.8% | $25.54万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $218.97万 | 0.54% | 35,791 | 2,465 | 7.4% | $15.08万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $221.28万 | 0.55% | 11,287 | 433 | 4.0% | $8.49万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $237.00万 | 0.59% | 18,099 | -965 | -5.1% | -$12.64万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $255.75万 | 0.63% | 8,804 | 483 | 5.8% | $14.03万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $287.09万 | 0.71% | 9,024 | -115 | -1.3% | -$3.66万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $295.14万 | 0.73% | 13,570 | 1,469 | 12.1% | $31.95万 | 加仓 |
| CME | CME GROUP INCORPORATED | $296.64万 | 0.73% | 10,044 | 376 | 3.9% | $11.10万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $308.32万 | 0.76% | 4,741 | 35 | 0.7% | $2.28万 | 加仓 |
| VST | VISTRA CORPORATION | $329.62万 | 0.81% | 21,926 | 21,926 | — | $329.62万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS INCORPORATED | $338.95万 | 0.84% | 12,198 | 309 | 2.6% | $8.59万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $340.13万 | 0.84% | 9,510 | 217 | 2.3% | $7.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $343.57万 | 0.85% | 14,055 | -104 | -0.7% | -$2.54万 | 减仓 |
| EME | EMCOR GROUP INCORPORATED | $352.76万 | 0.87% | 4,778 | 4,778 | — | $352.76万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $365.23万 | 0.90% | 18,692 | 639 | 3.5% | $12.49万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $369.31万 | 0.91% | 8,510 | 401 | 4.9% | $17.40万 | 加仓 |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | $380.20万 | 0.94% | 11,665 | 417 | 3.7% | $13.59万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $387.82万 | 0.96% | 12,478 | 699 | 5.9% | $21.73万 | 加仓 |
| ORCL | ORACLE CORPORATION | $394.45万 | 0.97% | 26,813 | 562 | 2.1% | $8.27万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $418.44万 | 1.03% | 24,664 | 9 | 0.0% | $1,527 | 加仓 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $425.09万 | 1.05% | 18,322 | 275 | 1.5% | $6.38万 | 加仓 |
| WMT | WALMART INCORPORATED | $435.81万 | 1.08% | 35,067 | -689 | -1.9% | -$8.56万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $439.05万 | 1.08% | 7,674 | 422 | 5.8% | $24.14万 | 加仓 |