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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORPORATION | $450.02万 | 1.11% | 18,430 | -487 | -2.6% | -$11.89万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $450.82万 | 1.11% | 4,902 | 298 | 6.5% | $27.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $466.79万 | 1.15% | 14,206 | 378 | 2.7% | $12.42万 | 加仓 |
| UNP | UNION PAC CORPORATION | $495.00万 | 1.22% | 20,402 | 721 | 3.7% | $17.49万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $548.79万 | 1.36% | 16,686 | 705 | 4.4% | $23.19万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $574.25万 | 1.42% | 34,732 | 1,375 | 4.1% | $22.73万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $639.80万 | 1.58% | 17,284 | 778 | 4.7% | $28.80万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $668.06万 | 1.65% | 22,104 | 339 | 1.6% | $10.25万 | 加仓 |
| NFLX | NETFLIX INCORPORATED. | $811.62万 | 2.01% | 84,412 | 78,662 | 1,368.0% | $756.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $848.28万 | 2.10% | 17,702 | 390 | 2.3% | $18.69万 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $895.68万 | 2.21% | 61,861 | 931 | 1.5% | $13.48万 | 加仓 |
| CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $937.51万 | 2.32% | 192,389 | 2,488 | 1.3% | $12.12万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $970.73万 | 2.40% | 7,349 | 13 | 0.2% | $1.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $1,128.05万 | 2.79% | 77,116 | 760 | 1.0% | $11.12万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $1,250.85万 | 3.09% | 60,059 | 898 | 1.5% | $18.70万 | 加仓 |
| AVGO | BROADCOM INCORPORATED | $1,277.10万 | 3.16% | 41,262 | 86 | 0.2% | $2.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,403.90万 | 3.47% | 14,089 | 143 | 1.0% | $14.25万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,467.77万 | 3.63% | 49,897 | 51 | 0.1% | $1.50万 | 加仓 |
| TSLA | TESLA INCORPORATED | $1,629.60万 | 4.03% | 43,836 | 644 | 1.5% | $23.94万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,169.74万 | 5.36% | 49,675 | 771 | 1.6% | $33.68万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $2,257.35万 | 5.58% | 16,370 | -77 | -0.5% | -$10.62万 | 减仓 |
| AAPL | APPLE INCORPORATED | $2,370.58万 | 5.86% | 93,407 | 496 | 0.5% | $12.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,396.04万 | 5.92% | 137,388 | 340 | 0.2% | $5.93万 | 加仓 |