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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYSTEMS USA INCORPORATED | $3,189.79万 | 6.95% | 16,094 | -276 | -1.7% | -$54.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,718.60万 | 5.93% | 135,869 | -1,519 | -1.1% | -$30.39万 | 减仓 |
| AAPL | APPLE INCORPORATED | $2,701.31万 | 5.89% | 93,355 | -52 | -0.1% | -$1.50万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $2,370.41万 | 5.17% | 275,181 | -22,869 | -7.7% | -$196.99万 | 减仓 |
| TSLA | TESLA INCORPORATED | $1,822.88万 | 3.97% | 43,340 | -496 | -1.1% | -$20.86万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,627.26万 | 3.55% | 49,713 | -184 | -0.4% | -$6.02万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $1,544.41万 | 3.37% | 40,885 | -377 | -0.9% | -$14.24万 | 减仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $1,435.65万 | 3.13% | 7,216 | -133 | -1.8% | -$26.46万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $1,415.02万 | 3.08% | 59,370 | -689 | -1.1% | -$16.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,296.97万 | 2.83% | 13,864 | -225 | -1.6% | -$21.05万 | 减仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $942.79万 | 2.06% | 62,013 | 152 | 0.2% | $2.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $893.98万 | 1.95% | 76,625 | -491 | -0.6% | -$5.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $883.79万 | 1.93% | 17,662 | -40 | -0.2% | -$2.00万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $800.90万 | 1.75% | 44,271 | 9,539 | 27.5% | $172.57万 | 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 |
| V | VISA INCORPORATED COM CLASS A | $762.74万 | 1.66% | 22,232 | 128 | 0.6% | $4.39万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $667.74万 | 1.46% | 17,901 | 617 | 3.6% | $23.02万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $620.25万 | 1.35% | 17,587 | 901 | 5.4% | $31.78万 | 加仓 |
| NFLX | NETFLIX INCORPORATED. | $608.04万 | 1.33% | 85,160 | 748 | 0.9% | $5.34万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $589.43万 | 1.28% | 4,914 | 12 | 0.2% | $1.44万 | 加仓 |
| UNP | UNION PAC CORPORATION | $563.00万 | 1.23% | 20,698 | 296 | 1.5% | $8.05万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $472.00万 | 1.03% | 18,461 | 31 | 0.2% | $7,926 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $458.15万 | 1.00% | 12,207 | 9 | 0.1% | $3,378 | 加仓 |
| ALAB | ASTERA LABS INCORPORATED | $451.58万 | 0.98% | 9,349 | 88 | 1.0% | $4.25万 | 加仓 |
| SYK | STRYKER CORPORATION | $451.53万 | 0.98% | 14,341 | 135 | 1.0% | $4.25万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $434.17万 | 0.95% | 7,708 | 34 | 0.4% | $1.92万 | 加仓 |
| GRMN | GARMIN LIMITED SHS (SWITZERLAND) | $433.99万 | 0.95% | 18,270 | -52 | -0.3% | -$1.24万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $416.51万 | 0.91% | 9,775 | 265 | 2.8% | $11.29万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INCORPORATED | $412.50万 | 0.90% | 19,044 | 352 | 1.9% | $7.62万 | 加仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $411.54万 | 0.90% | 12,078 | 413 | 3.5% | $14.07万 | 加仓 |
| WMT | WALMART INC | $403.85万 | 0.88% | 35,657 | 590 | 1.7% | $6.68万 | 加仓 |
| EME | EMCOR GROUP INCORPORATED | $400.37万 | 0.87% | 4,824 | 46 | 1.0% | $3.82万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INCORPORATED | $392.32万 | 0.86% | 4,674 | -181 | -3.7% | -$15.19万 | 减仓 |
| ORCL | ORACLE CORPORATION | $384.82万 | 0.84% | 26,258 | -555 | -2.1% | -$8.13万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $375.66万 | 0.82% | 9,046 | 536 | 6.3% | $22.26万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $366.31万 | 0.80% | 14,557 | 987 | 7.3% | $24.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $365.28万 | 0.80% | 14,383 | 328 | 2.3% | $8.33万 | 加仓 |
| ADI | ANALOG DEVICES INCORPORATED | $358.40万 | 0.78% | 9,024 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $354.23万 | 0.77% | 4,743 | 2 | 0.0% | $1,494 | 加仓 |
| VST | VISTRA CORPORATION | $350.99万 | 0.77% | 22,127 | 201 | 0.9% | $3.19万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $346.87万 | 0.76% | 25,371 | 707 | 2.9% | $9.67万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $331.18万 | 0.72% | 12,252 | -226 | -1.8% | -$6.11万 | 减仓 |
| POWL | POWELL INDUSTRIES INCORPORATED | $307.55万 | 0.67% | 10,740 | 183 | 1.7% | $5.24万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $274.33万 | 0.60% | 9,357 | 553 | 6.3% | $16.21万 | 加仓 |
| IESC | IES HOLDINGS INCORPORATED | $272.56万 | 0.59% | 3,710 | 53 | 1.4% | $3.89万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $260.50万 | 0.57% | 17,829 | -270 | -1.5% | -$3.94万 | 减仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $258.54万 | 0.56% | 6,934 | 618 | 9.8% | $23.04万 | 加仓 |
| CMI | CUMMINS INCORPORATED | $253.17万 | 0.55% | 3,550 | 15 | 0.4% | $1.07万 | 加仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $242.34万 | 0.53% | 11,764 | 477 | 4.2% | $9.83万 | 加仓 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $234.56万 | 0.51% | 7,006 | 252 | 3.7% | $8.44万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $232.06万 | 0.51% | 37,453 | 1,662 | 4.6% | $10.30万 | 加仓 |
| CME | CME GROUP INCORPORATED | $231.52万 | 0.50% | 10,484 | 440 | 4.4% | $9.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $229.52万 | 0.50% | 3,951 | -100 | -2.5% | -$5.81万 | 减仓 |
| PACS | PACS GROUP INCORPORATED COM SHS | $217.48万 | 0.47% | 51,004 | -2,668 | -5.0% | -$11.38万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $215.10万 | 0.47% | 22,272 | 4,287 | 23.8% | $41.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $206.68万 | 0.45% | 4,973 | 395 | 8.6% | $16.42万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $201.68万 | 0.44% | 2,937 | 34 | 1.2% | $2.33万 | 加仓 |
| MPWR | MONOLITHIC PWR SYSTEMS INCORPORATED | $180.22万 | 0.39% | 1,304 | 81 | 6.6% | $11.19万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INCORPORATED COM NEW | $174.12万 | 0.38% | 9,191 | 1,302 | 16.5% | $24.67万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $148.67万 | 0.32% | 8,458 | 602 | 7.7% | $10.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $147.22万 | 0.32% | 34,771 | 1,608 | 4.8% | $6.81万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $146.38万 | 0.32% | 2,081 | 312 | 17.6% | $21.95万 | 加仓 |
| AMAT | APPLIED MATLS INCORPORATED | $137.87万 | 0.30% | 1,907 | -9 | -0.5% | -$6,507 | 减仓 |
| ETR | ENTERGY CORPORATION NEW | $134.90万 | 0.29% | 11,745 | 785 | 7.2% | $9.02万 | 加仓 |
| RS | RELIANCE INCORPORATED | $130.08万 | 0.28% | 3,482 | 169 | 5.1% | $6.31万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $127.96万 | 0.28% | 3,581 | -146 | -3.9% | -$5.22万 | 减仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $126.46万 | 0.28% | 17,599 | 1,542 | 9.6% | $11.08万 | 加仓 |
| BC | BRUNSWICK CORPORATION | $124.43万 | 0.27% | 14,771 | 333 | 2.3% | $2.81万 | 加仓 |
| ENSG | ENSIGN GROUP INCORPORATED | $117.52万 | 0.26% | 7,331 | 232 | 3.3% | $3.72万 | 加仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $116.91万 | 0.25% | 15,392 | 15,392 | — | $116.91万 | 新建仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $113.21万 | 0.25% | 12,898 | 733 | 6.0% | $6.43万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORPORATION | $112.21万 | 0.24% | 22,207 | 620 | 2.9% | $3.13万 | 加仓 |
| SSD | SIMPSON MFG INCORPORATED | $111.23万 | 0.24% | 5,313 | 295 | 5.9% | $6.18万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES (AUSTRALIA) | $105.83万 | 0.23% | 23,142 | 3,206 | 16.1% | $14.66万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $105.72万 | 0.23% | 27,192 | 3,499 | 14.8% | $13.60万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $103.84万 | 0.23% | 11,090 | 1,439 | 14.9% | $13.47万 | 加仓 |
| LNTH | LANTHEUS HLDGS INCORPORATED | $103.00万 | 0.22% | 9,284 | 2,600 | 38.9% | $28.84万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $101.43万 | 0.22% | 10,247 | 4,043 | 65.2% | $40.02万 | 加仓 |
| AAON | AAON INCORPORATED COM PAR $0.004 | $99.77万 | 0.22% | 7,865 | 679 | 9.4% | $8.61万 | 加仓 |
| AGCO | AGCO CORPORATION | $97.93万 | 0.21% | 8,181 | 238 | 3.0% | $2.85万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INCORPORATED | $96.49万 | 0.21% | 41,573 | 38,004 | 1,064.8% | $88.21万 | 加仓 |
| AROC | ARCHROCK INCORPORATED | $95.19万 | 0.21% | 23,383 | 23,383 | — | $95.19万 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INCORPORATED | $94.60万 | 0.21% | 3,568 | 349 | 10.8% | $9.25万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $82.49万 | 0.18% | 1,680 | -30 | -1.8% | -$1.47万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $77.20万 | 0.17% | 2,747 | -2 | -0.1% | -$562 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | $77.08万 | 0.17% | 370 | 7 | 1.9% | $1.46万 | 加仓 |
| LRCX | LAM RESEARCH CORPORATION COM NEW | $76.16万 | 0.17% | 1,758 | -22 | -1.2% | -$9,531 | 减仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $75.52万 | 0.16% | 9,116 | 8,933 | 4,881.4% | $74.00万 | 加仓 |
| HQY | HEALTHEQUITY INCORPORATED | $73.06万 | 0.16% | 8,089 | 366 | 4.7% | $3.31万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INCORPORATED COM NEW | $72.94万 | 0.16% | 24,868 | 7,740 | 45.2% | $22.70万 | 加仓 |
| KNSL | KINSALE CAP GROUP INCORPORATED | $69.32万 | 0.15% | 2,102 | 269 | 14.7% | $8.87万 | 加仓 |
| COP | CONOCOPHILLIPS | $67.87万 | 0.15% | 6,529 | -92 | -1.4% | -$9,564 | 减仓 |
| IDCC | INTERDIGITAL INCORPORATED | $67.25万 | 0.15% | 2,375 | 123 | 5.5% | $3.48万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INCORPORATED REIT | $64.00万 | 0.14% | 4,404 | 170 | 4.0% | $2.47万 | 加仓 |
| DXCM | DEXCOM INCORPORATED | $62.91万 | 0.14% | 9,341 | -6 | -0.1% | -$404 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $61.72万 | 0.13% | 525 | -51 | -8.9% | -$6.00万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $58.13万 | 0.13% | 1,645 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $55.46万 | 0.12% | 1,640 | 20 | 1.2% | $6,764 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $53.09万 | 0.12% | 3,504 | -140 | -3.8% | -$2.12万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | $53.07万 | 0.12% | 11,765 | -78 | -0.7% | -$3,519 | 减仓 |