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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $260.50万 | 0.57% | 17,829 | -270 | -1.5% | -$3.94万 | 减仓 |
| IESC | IES HOLDINGS INCORPORATED | $272.56万 | 0.59% | 3,710 | 53 | 1.4% | $3.89万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $274.33万 | 0.60% | 9,357 | 553 | 6.3% | $16.21万 | 加仓 |
| POWL | POWELL INDUSTRIES INCORPORATED | $307.55万 | 0.67% | 10,740 | 183 | 1.7% | $5.24万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $331.18万 | 0.72% | 12,252 | -226 | -1.8% | -$6.11万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $346.87万 | 0.76% | 25,371 | 707 | 2.9% | $9.67万 | 加仓 |
| VST | VISTRA CORPORATION | $350.99万 | 0.77% | 22,127 | 201 | 0.9% | $3.19万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $354.23万 | 0.77% | 4,743 | 2 | 0.0% | $1,494 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $358.40万 | 0.78% | 9,024 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $365.28万 | 0.80% | 14,383 | 328 | 2.3% | $8.33万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $366.31万 | 0.80% | 14,557 | 987 | 7.3% | $24.84万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $375.66万 | 0.82% | 9,046 | 536 | 6.3% | $22.26万 | 加仓 |
| ORCL | ORACLE CORPORATION | $384.82万 | 0.84% | 26,258 | -555 | -2.1% | -$8.13万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $392.32万 | 0.86% | 4,674 | -181 | -3.7% | -$15.19万 | 减仓 |
| EME | EMCOR GROUP INCORPORATED | $400.37万 | 0.87% | 4,824 | 46 | 1.0% | $3.82万 | 加仓 |
| WMT | WALMART INC | $403.85万 | 0.88% | 35,657 | 590 | 1.7% | $6.68万 | 加仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $411.54万 | 0.90% | 12,078 | 413 | 3.5% | $14.07万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $412.50万 | 0.90% | 19,044 | 352 | 1.9% | $7.62万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $416.51万 | 0.91% | 9,775 | 265 | 2.8% | $11.29万 | 加仓 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $433.99万 | 0.95% | 18,270 | -52 | -0.3% | -$1.24万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $434.17万 | 0.95% | 7,708 | 34 | 0.4% | $1.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $451.53万 | 0.98% | 14,341 | 135 | 1.0% | $4.25万 | 加仓 |
| ALAB | ASTERA LABS INCORPORATED | $451.58万 | 0.98% | 9,349 | 88 | 1.0% | $4.25万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $458.15万 | 1.00% | 12,207 | 9 | 0.1% | $3,378 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $472.00万 | 1.03% | 18,461 | 31 | 0.2% | $7,926 | 加仓 |
| UNP | UNION PAC CORPORATION | $563.00万 | 1.23% | 20,698 | 296 | 1.5% | $8.05万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $589.43万 | 1.28% | 4,914 | 12 | 0.2% | $1.44万 | 加仓 |
| NFLX | NETFLIX INCORPORATED. | $608.04万 | 1.33% | 85,160 | 748 | 0.9% | $5.34万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $620.25万 | 1.35% | 17,587 | 901 | 5.4% | $31.78万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $667.74万 | 1.46% | 17,901 | 617 | 3.6% | $23.02万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $762.74万 | 1.66% | 22,232 | 128 | 0.6% | $4.39万 | 加仓 |
| CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $765.53万 | 1.67% | 193,805 | 1,416 | 0.7% | $5.59万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $800.90万 | 1.75% | 44,271 | 9,539 | 27.5% | $172.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $883.79万 | 1.93% | 17,662 | -40 | -0.2% | -$2.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $893.98万 | 1.95% | 76,625 | -491 | -0.6% | -$5.73万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $942.79万 | 2.06% | 62,013 | 152 | 0.2% | $2.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,296.97万 | 2.83% | 13,864 | -225 | -1.6% | -$21.05万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $1,415.02万 | 3.08% | 59,370 | -689 | -1.1% | -$16.42万 | 减仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $1,435.65万 | 3.13% | 7,216 | -133 | -1.8% | -$26.46万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $1,544.41万 | 3.37% | 40,885 | -377 | -0.9% | -$14.24万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,627.26万 | 3.55% | 49,713 | -184 | -0.4% | -$6.02万 | 减仓 |
| TSLA | TESLA INCORPORATED | $1,822.88万 | 3.97% | 43,340 | -496 | -1.1% | -$20.86万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $2,370.41万 | 5.17% | 275,181 | -22,869 | -7.7% | -$196.99万 | 减仓 |
| AAPL | APPLE INCORPORATED | $2,701.31万 | 5.89% | 93,355 | -52 | -0.1% | -$1.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,718.60万 | 5.93% | 135,869 | -1,519 | -1.1% | -$30.39万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INCORPORATED | $3,189.79万 | 6.95% | 16,094 | -276 | -1.7% | -$54.70万 | 减仓 |