13F 机构持仓

Peterson Wealth Services

SOUTH OGDEN UT · SEC CIK 0001906799

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.9%
AAPL 5.9%
FIX 5.6%
VUG 5.4%
TSLA 4.0%
JPM 3.6%
COST 3.5%
AVGO 3.2%
AMZN 3.1%
PLTR 2.8%

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
AMRZ AMRIZE LIMITED SHS (SWITZERLAND) $1,6810.00%30 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A $1,5650.00%104 00.0% — 不变
ARM ARM HOLDINGS PLC SPONSORED ADS $1,5130.00%10 00.0% — 不变
M MACYS INCORPORATED $1,4830.00%82 00.0% — 不变
MUSA MURPHY USA INCORPORATED $1,4820.00%3 00.0% — 不变
HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A $1,3860.00%20 00.0% — 不变
FISV FISERV INCORPORATED $1,3390.00%24 -2,194-98.9% -$12.24万 减仓
STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) $1,2780.00%37 00.0% — 不变
— ATKORE INCORPORATED $1,1190.00%19 00.0% — 不变
DIS DISNEY WALT COMPANY $9640.00%10 10— $964 新建仓
EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A $9300.00%13 00.0% — 不变
TTD THE TRADE DESK INCORPORATED COM CLASS A $8400.00%37 00.0% — 不变
CRNC CERENCE INCORPORATED $6310.00%100 00.0% — 不变
PKB INVESCO BUILDING & CONSTRUCTION ETF $3900.00%4 00.0% — 不变
— BEYOND MEAT INCORPORATED $180.00%25 00.0% — 不变
MTDR MATADOR RES COMPANY $00.00%0 -51,356-100.0% -$217.95万 清仓
B BARRICK MINING CORPORATION COM SHS (CANADA) $00.00%0 —— — 申报中断
TXN TEXAS INSTRS INCORPORATED $00.00%0 —— — 申报中断
— GOLDMINING INCORPORATED (CANADA) $00.00%0 -6,891-100.0% -$8,614 清仓
OEF ISHARES TR S&P 100 ETF $00.00%0 -21-100.0% -$7,202 清仓
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW $00.00%0 -43-100.0% -$5,612 清仓
GIS GENERAL MLS INCORPORATED $00.00%0 -20-100.0% -$930 清仓
BND VANGUARD TOTAL BOND MARKET ETF $00.00%0 -6-100.0% -$444 清仓