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 |
|---|---|---|---|---|---|---|---|---|
| CELH | CELSIUS HLDGS INCORPORATED COM NEW | $47.27万 | 0.10% | 16,145 | 991 | 6.5% | $2.90万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $45.17万 | 0.10% | 3,846 | -22 | -0.6% | -$2,584 | 减仓 |
| SCHW | SCHWAB CHARLES CORPORATION | $38.41万 | 0.08% | 4,163 | 39 | 0.9% | $3,598 | 加仓 |
| SPGI | S&P GLOBAL INCORPORATED | $37.25万 | 0.08% | 915 | 3 | 0.3% | $1,221 | 加仓 |
| ALL | ALLSTATE CORPORATION | $36.90万 | 0.08% | 1,551 | -83 | -5.1% | -$1.97万 | 减仓 |
| CGNX | COGNEX CORPORATION | $36.83万 | 0.08% | 5,086 | -63 | -1.2% | -$4,562 | 减仓 |
| VLO | VALERO ENERGY CORPORATION | $36.43万 | 0.08% | 1,399 | -16 | -1.1% | -$4,166 | 减仓 |
| IQV | IQVIA HLDGS INCORPORATED | $36.25万 | 0.08% | 1,876 | -30 | -1.6% | -$5,797 | 减仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $33.19万 | 0.07% | 6,618 | -8,957 | -57.5% | -$44.92万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $32.45万 | 0.07% | 3,558 | -15 | -0.4% | -$1,368 | 减仓 |
| PSX | PHILLIPS 66 | $30.42万 | 0.07% | 1,799 | -8 | -0.4% | -$1,353 | 减仓 |
| OSK | OSHKOSH CORPORATION | $29.91万 | 0.07% | 1,949 | -16 | -0.8% | -$2,456 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $29.43万 | 0.06% | 3,253 | -96 | -2.9% | -$8,684 | 减仓 |
| APH | AMPHENOL CORPORATION CLASS A | $29.41万 | 0.06% | 1,668 | -112 | -6.3% | -$1.97万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $28.79万 | 0.06% | 1,321 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORPORATION | $28.37万 | 0.06% | 3,038 | -23 | -0.8% | -$2,148 | 减仓 |
| LSTR | LANDSTAR SYSTEMS INCORPORATED | $26.67万 | 0.06% | 1,290 | 1 | 0.1% | $207 | 加仓 |
| PHM | PULTE GROUP INCORPORATED | $24.60万 | 0.05% | 1,793 | 1 | 0.1% | $137 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $24.13万 | 0.05% | 3,386 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INCORPORATED | $23.89万 | 0.05% | 207 | 207 | — | $23.89万 | 新建仓 |
| CRM | SALESFORCE INCORPORATED | $23.42万 | 0.05% | 1,495 | 30 | 2.0% | $4,699 | 加仓 |
| DHI | D R HORTON INCORPORATED | $22.58万 | 0.05% | 1,386 | 1 | 0.1% | $163 | 加仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $22.46万 | 0.05% | 2,089 | 726 | 53.3% | $7.80万 | 加仓 |
| EOG | EOG RES INCORPORATED | $22.09万 | 0.05% | 1,703 | -16 | -0.9% | -$2,076 | 减仓 |
| LULU | LULULEMON ATHLETICA INCORPORATED | $21.66万 | 0.05% | 1,897 | -11,821 | -86.2% | -$134.97万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $21.64万 | 0.05% | 871 | 4 | 0.5% | $994 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $20.55万 | 0.04% | 1,401 | 3 | 0.2% | $440 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $19.74万 | 0.04% | 1,036 | 1 | 0.1% | $191 | 加仓 |
| SEIC | SEI INVTS COMPANY | $19.45万 | 0.04% | 2,217 | 4 | 0.2% | $351 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $18.99万 | 0.04% | 3,181 | 3,181 | — | $18.99万 | 新建仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $18.81万 | 0.04% | 2,742 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $18.77万 | 0.04% | 393 | 32 | 8.9% | $1.53万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $18.52万 | 0.04% | 2,041 | 18 | 0.9% | $1,634 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $18.43万 | 0.04% | 368 | 1 | 0.3% | $501 | 加仓 |
| GPN | GLOBAL PMTS INCORPORATED | $18.35万 | 0.04% | 2,529 | 3 | 0.1% | $218 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $17.65万 | 0.04% | 788 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $17.26万 | 0.04% | 434 | 57 | 15.1% | $2.27万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $15.48万 | 0.03% | 4,552 | -223 | -4.7% | -$7,582 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $15.36万 | 0.03% | 2,892 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $15.32万 | 0.03% | 6,646 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $15.17万 | 0.03% | 1,615 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORPORATION CLASS A | $14.96万 | 0.03% | 1,653 | 24 | 1.5% | $2,172 | 加仓 |
| LRN | STRIDE INCORPORATED | $14.95万 | 0.03% | 1,733 | 468 | 37.0% | $4.04万 | 加仓 |
| IHI | ISHARES TR U.S. MED DVC ETF | $14.30万 | 0.03% | 2,894 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $14.18万 | 0.03% | 2,953 | 16 | 0.5% | $768 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $12.91万 | 0.03% | 1,080 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSOCIATION | $12.84万 | 0.03% | 1,855 | 6 | 0.3% | $415 | 加仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $11.94万 | 0.03% | 960 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $11.68万 | 0.03% | 2,448 | 334 | 15.8% | $1.59万 | 加仓 |
| SNPS | SYNOPSYS INCORPORATED | $10.97万 | 0.02% | 246 | -13 | -5.0% | -$5,799 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $10.34万 | 0.02% | 786 | 5 | 0.6% | $658 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $9.57万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $8.45万 | 0.02% | 226 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $8.14万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $7.95万 | 0.02% | 778 | 5 | 0.6% | $511 | 加仓 |
| CVX | CHEVRON CORPORATION | $7.31万 | 0.02% | 441 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $5.64万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $5.32万 | 0.01% | 428 | 4 | 0.9% | $498 | 加仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $5.10万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORPORATION | $4.86万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INCORPORATED | $4.74万 | 0.01% | 1,934 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $4.37万 | 0.01% | 1,689 | 10 | 0.6% | $259 | 加仓 |
| MGRC | MCGRATH RENTCORP | $4.25万 | 0.01% | 351 | 1 | 0.3% | $121 | 加仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $4.16万 | 0.01% | 1,007 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $4.03万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INCORPORATED COM CLASS A | $3.96万 | 0.01% | 1,101 | -222 | -16.8% | -$7,992 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $3.91万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| F | FORD MTR COMPANY | $3.67万 | 0.01% | 2,641 | 22 | 0.8% | $306 | 加仓 |
| DGX | QUEST DIAGNOSTICS INCORPORATED | $3.54万 | 0.01% | 167 | 17 | 11.3% | $3,603 | 加仓 |
| AZO | AUTOZONE INCORPORATED | $3.52万 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INCORPORATED | $3.41万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| BOH | BANK OF HAWAII CORP | $3.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INCORPORATED | $2.64万 | 0.01% | 111 | 111 | — | $2.64万 | 新建仓 |
| MO | ALTRIA GROUP INCORPORATED | $2.46万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR NORTH AMERN NAT | $2.42万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CLASS A | $2.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $2.08万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $1.79万 | 0.00% | 60 | 60 | — | $1.79万 | 新建仓 |
| TGT | TARGET CORPORATION | $1.66万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.57万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $1.49万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.24万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $1.08万 | 0.00% | 15 | 15 | — | $1.08万 | 新建仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT (SPAIN) | $1.08万 | 0.00% | 1,521 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR CORE S&P MCP ETF | $1.00万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $9,257 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $9,202 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | $9,174 | 0.00% | 54 | 54 | — | $9,174 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $8,661 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR (UNITED KINGDOM) | $8,387 | 0.00% | 160 | 160 | — | $8,387 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD (UNITED KINGDOM) | $7,964 | 0.00% | 42 | 42 | — | $7,964 | 新建仓 |
| ONTO | ONTO INNOVATION INCORPORATED | $6,434 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $6,036 | 0.00% | 127 | 127 | — | $6,036 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $5,826 | 0.00% | 20 | 9 | 81.8% | $2,622 | 加仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $5,818 | 0.00% | 237 | -42,583 | -99.4% | -$104.53万 | 减仓 |
| NUE | NUCOR CORPORATION | $5,569 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INCORPORATED | $5,365 | 0.00% | 18 | -132 | -88.0% | -$3.93万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $5,343 | 0.00% | 19 | 19 | — | $5,343 | 新建仓 |
| KIM | KIMCO REALTY CORPORATION REIT | $5,222 | 0.00% | 206 | 206 | — | $5,222 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORPORATION | $5,093 | 0.00% | 10 | 0 | 0.0% | — | 不变 |