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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $12.91万 | 0.03% | 1,080 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $14.18万 | 0.03% | 2,953 | 16 | 0.5% | $768 | 加仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $14.30万 | 0.03% | 2,894 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INCORPORATED | $14.95万 | 0.03% | 1,733 | 468 | 37.0% | $4.04万 | 加仓 |
| LEN | LENNAR CORPORATION CLASS A | $14.96万 | 0.03% | 1,653 | 24 | 1.5% | $2,172 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $15.17万 | 0.03% | 1,615 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $15.32万 | 0.03% | 6,646 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $15.36万 | 0.03% | 2,892 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $15.48万 | 0.03% | 4,552 | -223 | -4.7% | -$7,582 | 减仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $17.26万 | 0.04% | 434 | 57 | 15.1% | $2.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $17.65万 | 0.04% | 788 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INCORPORATED | $18.35万 | 0.04% | 2,529 | 3 | 0.1% | $218 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $18.43万 | 0.04% | 368 | 1 | 0.3% | $501 | 加仓 |
| ABT | ABBOTT LABORATORIES | $18.52万 | 0.04% | 2,041 | 18 | 0.9% | $1,634 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $18.77万 | 0.04% | 393 | 32 | 8.9% | $1.53万 | 加仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $18.81万 | 0.04% | 2,742 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.99万 | 0.04% | 3,181 | 3,181 | — | $18.99万 | 新建仓 |
| SEIC | SEI INVTS COMPANY | $19.45万 | 0.04% | 2,217 | 4 | 0.2% | $351 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $19.74万 | 0.04% | 1,036 | 1 | 0.1% | $191 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $20.55万 | 0.04% | 1,401 | 3 | 0.2% | $440 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $21.64万 | 0.05% | 871 | 4 | 0.5% | $994 | 加仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $21.66万 | 0.05% | 1,897 | -11,821 | -86.2% | -$134.97万 | 减仓 |
| EOG | EOG RES INCORPORATED | $22.09万 | 0.05% | 1,703 | -16 | -0.9% | -$2,076 | 减仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $22.46万 | 0.05% | 2,089 | 726 | 53.3% | $7.80万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $22.58万 | 0.05% | 1,386 | 1 | 0.1% | $163 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $23.42万 | 0.05% | 1,495 | 30 | 2.0% | $4,699 | 加仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $23.89万 | 0.05% | 207 | 207 | — | $23.89万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.13万 | 0.05% | 3,386 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INCORPORATED | $24.60万 | 0.05% | 1,793 | 1 | 0.1% | $137 | 加仓 |
| LSTR | LANDSTAR SYSTEMS INCORPORATED | $26.67万 | 0.06% | 1,290 | 1 | 0.1% | $207 | 加仓 |
| NEM | NEWMONT CORPORATION | $28.37万 | 0.06% | 3,038 | -23 | -0.8% | -$2,148 | 减仓 |
| VTV | VANGUARD VALUE ETF | $28.79万 | 0.06% | 1,321 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORPORATION CLASS A | $29.41万 | 0.06% | 1,668 | -112 | -6.3% | -$1.97万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $29.43万 | 0.06% | 3,253 | -96 | -2.9% | -$8,684 | 减仓 |
| OSK | OSHKOSH CORPORATION | $29.91万 | 0.07% | 1,949 | -16 | -0.8% | -$2,456 | 减仓 |
| PSX | PHILLIPS 66 | $30.42万 | 0.07% | 1,799 | -8 | -0.4% | -$1,353 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $32.45万 | 0.07% | 3,558 | -15 | -0.4% | -$1,368 | 减仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $33.19万 | 0.07% | 6,618 | -8,957 | -57.5% | -$44.92万 | 减仓 |
| IQV | IQVIA HLDGS INCORPORATED | $36.25万 | 0.08% | 1,876 | -30 | -1.6% | -$5,797 | 减仓 |
| VLO | VALERO ENERGY CORPORATION | $36.43万 | 0.08% | 1,399 | -16 | -1.1% | -$4,166 | 减仓 |
| CGNX | COGNEX CORPORATION | $36.83万 | 0.08% | 5,086 | -63 | -1.2% | -$4,562 | 减仓 |
| ALL | ALLSTATE CORPORATION | $36.90万 | 0.08% | 1,551 | -83 | -5.1% | -$1.97万 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $37.25万 | 0.08% | 915 | 3 | 0.3% | $1,221 | 加仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $38.41万 | 0.08% | 4,163 | 39 | 0.9% | $3,598 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $45.17万 | 0.10% | 3,846 | -22 | -0.6% | -$2,584 | 减仓 |
| CELH | CELSIUS HLDGS INCORPORATED COM NEW | $47.27万 | 0.10% | 16,145 | 991 | 6.5% | $2.90万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $53.07万 | 0.12% | 11,765 | -78 | -0.7% | -$3,519 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $53.09万 | 0.12% | 3,504 | -140 | -3.8% | -$2.12万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $55.46万 | 0.12% | 1,640 | 20 | 1.2% | $6,764 | 加仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $58.13万 | 0.13% | 1,645 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $61.72万 | 0.13% | 525 | -51 | -8.9% | -$6.00万 | 减仓 |
| DXCM | DEXCOM INCORPORATED | $62.91万 | 0.14% | 9,341 | -6 | -0.1% | -$404 | 减仓 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $64.00万 | 0.14% | 4,404 | 170 | 4.0% | $2.47万 | 加仓 |
| IDCC | INTERDIGITAL INCORPORATED | $67.25万 | 0.15% | 2,375 | 123 | 5.5% | $3.48万 | 加仓 |
| COP | CONOCOPHILLIPS | $67.87万 | 0.15% | 6,529 | -92 | -1.4% | -$9,564 | 减仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $69.32万 | 0.15% | 2,102 | 269 | 14.7% | $8.87万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INCORPORATED COM NEW | $72.94万 | 0.16% | 24,868 | 7,740 | 45.2% | $22.70万 | 加仓 |
| HQY | HEALTHEQUITY INCORPORATED | $73.06万 | 0.16% | 8,089 | 366 | 4.7% | $3.31万 | 加仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $75.52万 | 0.16% | 9,116 | 8,933 | 4,881.4% | $74.00万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $76.16万 | 0.17% | 1,758 | -22 | -1.2% | -$9,531 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | $77.08万 | 0.17% | 370 | 7 | 1.9% | $1.46万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $77.20万 | 0.17% | 2,747 | -2 | -0.1% | -$562 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $82.49万 | 0.18% | 1,680 | -30 | -1.8% | -$1.47万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INCORPORATED | $94.60万 | 0.21% | 3,568 | 349 | 10.8% | $9.25万 | 加仓 |
| AROC | ARCHROCK INCORPORATED | $95.19万 | 0.21% | 23,383 | 23,383 | — | $95.19万 | 新建仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INCORPORATED | $96.49万 | 0.21% | 41,573 | 38,004 | 1,064.8% | $88.21万 | 加仓 |
| AGCO | AGCO CORPORATION | $97.93万 | 0.21% | 8,181 | 238 | 3.0% | $2.85万 | 加仓 |
| AAON | AAON INCORPORATED COM PAR $0.004 | $99.77万 | 0.22% | 7,865 | 679 | 9.4% | $8.61万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $101.43万 | 0.22% | 10,247 | 4,043 | 65.2% | $40.02万 | 加仓 |
| LNTH | LANTHEUS HLDGS INCORPORATED | $103.00万 | 0.22% | 9,284 | 2,600 | 38.9% | $28.84万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $103.84万 | 0.23% | 11,090 | 1,439 | 14.9% | $13.47万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $105.72万 | 0.23% | 27,192 | 3,499 | 14.8% | $13.60万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES (AUSTRALIA) | $105.83万 | 0.23% | 23,142 | 3,206 | 16.1% | $14.66万 | 加仓 |
| SSD | SIMPSON MFG INCORPORATED | $111.23万 | 0.24% | 5,313 | 295 | 5.9% | $6.18万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORPORATION | $112.21万 | 0.24% | 22,207 | 620 | 2.9% | $3.13万 | 加仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $113.21万 | 0.25% | 12,898 | 733 | 6.0% | $6.43万 | 加仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $116.91万 | 0.25% | 15,392 | 15,392 | — | $116.91万 | 新建仓 |
| ENSG | ENSIGN GROUP INCORPORATED | $117.52万 | 0.26% | 7,331 | 232 | 3.3% | $3.72万 | 加仓 |
| BC | BRUNSWICK CORPORATION | $124.43万 | 0.27% | 14,771 | 333 | 2.3% | $2.81万 | 加仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $126.46万 | 0.28% | 17,599 | 1,542 | 9.6% | $11.08万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $127.96万 | 0.28% | 3,581 | -146 | -3.9% | -$5.22万 | 减仓 |
| RS | RELIANCE INCORPORATED | $130.08万 | 0.28% | 3,482 | 169 | 5.1% | $6.31万 | 加仓 |
| ETR | ENTERGY CORPORATION NEW | $134.90万 | 0.29% | 11,745 | 785 | 7.2% | $9.02万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $137.87万 | 0.30% | 1,907 | -9 | -0.5% | -$6,507 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $146.38万 | 0.32% | 2,081 | 312 | 17.6% | $21.95万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $147.22万 | 0.32% | 34,771 | 1,608 | 4.8% | $6.81万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $148.67万 | 0.32% | 8,458 | 602 | 7.7% | $10.58万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INCORPORATED COM NEW | $174.12万 | 0.38% | 9,191 | 1,302 | 16.5% | $24.67万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $180.22万 | 0.39% | 1,304 | 81 | 6.6% | $11.19万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $201.68万 | 0.44% | 2,937 | 34 | 1.2% | $2.33万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $206.68万 | 0.45% | 4,973 | 395 | 8.6% | $16.42万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $215.10万 | 0.47% | 22,272 | 4,287 | 23.8% | $41.40万 | 加仓 |
| PACS | PACS GROUP INCORPORATED COM SHS | $217.48万 | 0.47% | 51,004 | -2,668 | -5.0% | -$11.38万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $229.52万 | 0.50% | 3,951 | -100 | -2.5% | -$5.81万 | 减仓 |
| CME | CME GROUP INCORPORATED | $231.52万 | 0.50% | 10,484 | 440 | 4.4% | $9.72万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $232.06万 | 0.51% | 37,453 | 1,662 | 4.6% | $10.30万 | 加仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $234.56万 | 0.51% | 7,006 | 252 | 3.7% | $8.44万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $242.34万 | 0.53% | 11,764 | 477 | 4.2% | $9.83万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $253.17万 | 0.55% | 3,550 | 15 | 0.4% | $1.07万 | 加仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $258.54万 | 0.56% | 6,934 | 618 | 9.8% | $23.04万 | 加仓 |