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 |
|---|---|---|---|---|---|---|---|---|
| MTDR | MATADOR RES COMPANY | $0 | 0.00% | 0 | -51,356 | -100.0% | -$217.95万 | 清仓 |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOLDMINING INCORPORATED (CANADA) | $0 | 0.00% | 0 | -6,891 | -100.0% | -$8,614 | 清仓 |
| OEF | ISHARES TR S&P 100 ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$7,202 | 清仓 |
| AWK | AMERICAN WTR WKS COMPANY INCORPORATED NEW | $0 | 0.00% | 0 | -43 | -100.0% | -$5,612 | 清仓 |
| GIS | GENERAL MLS INCORPORATED | $0 | 0.00% | 0 | -20 | -100.0% | -$930 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$444 | 清仓 |
| — | BEYOND MEAT INCORPORATED | $18 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $390 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INCORPORATED | $631 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INCORPORATED COM CLASS A | $840 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COMPANIES INCORPORATED CLASS A | $930 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $964 | 0.00% | 10 | 10 | — | $964 | 新建仓 |
| — | ATKORE INCORPORATED | $1,119 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | $1,278 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INCORPORATED | $1,339 | 0.00% | 24 | -2,194 | -98.9% | -$12.24万 | 减仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $1,386 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INCORPORATED | $1,482 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| M | MACYS INCORPORATED | $1,483 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $1,513 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $1,565 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LIMITED SHS (SWITZERLAND) | $1,681 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORPORATION | $2,126 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $2,587 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $2,639 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $2,687 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INCORPORATED | $3,486 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $3,812 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $4,158 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $4,228 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,240 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $4,717 | 0.00% | 21 | 1 | 5.0% | $225 | 加仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $4,766 | 0.00% | 55 | -19,951 | -99.7% | -$172.88万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $5,221 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORPORATION | $6,822 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $8,503 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $8,747 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $8,779 | 0.00% | 130 | -130 | -50.0% | -$8,779 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1.04万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A SP ADR REP B NVT (SPAIN) | $1.22万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.26万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $1.28万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $1.33万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORPORATION | $1.54万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $1.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INCORPORATED | $1.80万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INCORPORATED | $2.26万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $2.27万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $2.44万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INCORPORATED | $2.49万 | 0.01% | 1,934 | -16 | -0.8% | -$206 | 减仓 |
| IGE | ISHARES TR NORTH AMERN NAT | $2.71万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $2.94万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORPORATION | $2.97万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $3.02万 | 0.01% | 2,619 | 28 | 1.1% | $323 | 加仓 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $3.14万 | 0.01% | 405 | 245 | 153.1% | $1.90万 | 加仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $3.55万 | 0.01% | 124 | 1 | 0.8% | $286 | 加仓 |
| ONB | OLD NATL BANCORP IND | $3.71万 | 0.01% | 1,679 | 11 | 0.7% | $243 | 加仓 |
| AZO | AUTOZONE INCORPORATED | $3.72万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $3.86万 | 0.01% | 350 | 2 | 0.6% | $220 | 加仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $4.23万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $4.90万 | 0.01% | 1,323 | 1,323 | — | $4.90万 | 新建仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $5.07万 | 0.01% | 1,007 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $5.94万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $6.41万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $6.50万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $6.93万 | 0.02% | 773 | -29 | -3.6% | -$2,599 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INCORPORATED | $7.07万 | 0.02% | 3,569 | 3,145 | 741.7% | $6.23万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $7.50万 | 0.02% | 130 | -130 | -50.0% | -$7.50万 | 减仓 |
| KO | COCA COLA COMPANY | $7.62万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $8.40万 | 0.02% | 424 | 4 | 1.0% | $792 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.12万 | 0.02% | 441 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $9.42万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $9.44万 | 0.02% | 781 | 2 | 0.3% | $242 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $9.62万 | 0.02% | 2,114 | 14 | 0.7% | $637 | 加仓 |
| SNPS | SYNOPSYS INCORPORATED | $10.27万 | 0.03% | 259 | -78 | -23.1% | -$3.09万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $10.65万 | 0.03% | 1,849 | 6 | 0.3% | $346 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $10.69万 | 0.03% | 960 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INCORPORATED | $11.15万 | 0.03% | 1,265 | 452 | 55.6% | $3.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $12.20万 | 0.03% | 361 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $13.33万 | 0.03% | 6,646 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $13.41万 | 0.03% | 1,363 | 439 | 47.5% | $4.32万 | 加仓 |
| FAST | FASTENAL COMPANY | $13.63万 | 0.03% | 2,937 | 16 | 0.5% | $742 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $13.75万 | 0.03% | 1,035 | 2 | 0.2% | $266 | 加仓 |
| LEN | LENNAR CORPORATION CLASS A | $14.14万 | 0.03% | 1,629 | 398 | 32.3% | $3.46万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $14.98万 | 0.04% | 1,615 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $15.28万 | 0.04% | 4,775 | -1,211 | -20.2% | -$3.88万 | 减仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $15.44万 | 0.04% | 2,894 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $16.01万 | 0.04% | 788 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INCORPORATED | $17.00万 | 0.04% | 2,526 | 518 | 25.8% | $3.49万 | 加仓 |
| SEIC | SEI INVTS COMPANY | $17.36万 | 0.04% | 2,213 | 460 | 26.2% | $3.61万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $17.38万 | 0.04% | 377 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $17.72万 | 0.04% | 2,892 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $18.06万 | 0.04% | 367 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INCORPORATED | $19.00万 | 0.05% | 1,385 | 283 | 25.7% | $3.88万 | 加仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $19.87万 | 0.05% | 2,742 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE COMPANY | $20.19万 | 0.05% | 1,398 | 297 | 27.0% | $4.29万 | 加仓 |
| LSTR | LANDSTAR SYSTEMS INCORPORATED | $20.66万 | 0.05% | 1,289 | 334 | 35.0% | $5.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $20.77万 | 0.05% | 2,023 | 376 | 22.8% | $3.86万 | 加仓 |
| PHM | PULTE GROUP INCORPORATED | $21.08万 | 0.05% | 1,792 | 344 | 23.8% | $4.05万 | 加仓 |