Petersen Hastings Wealth Advisors Inc.
KENNEWICK WA · SEC CIK 0002109614
$10.92亿2026Q1 申报市值
81持仓数
84.5%前十大占比 · 第一大 17.7%
6 / 1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
DFCF 加仓+$774.47万
VTEB 加仓+$626.50万
IGIB 加仓+$422.61万
BSV 加仓+$392.79万
DIMENSIONAL ETF 加仓+$361.88万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$33.03万
DFUV 减仓-$29.56万
DFIV 减仓-$21.98万
V 清仓-$20.41万
IVE 减仓-$11.49万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | -582 | -100.0% | -$20.41万 | 清仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $17.39万 | 0.02% | 28,930 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $20.09万 | 0.02% | 348 | 348 | — | $20.09万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $20.16万 | 0.02% | 1,813 | 1,813 | — | $20.16万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.20万 | 0.02% | 930 | 930 | — | $20.20万 | 新建仓 |
| PCAR | PACCAR INC | $20.27万 | 0.02% | 1,755 | 1,755 | — | $20.27万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $23.35万 | 0.02% | 2,898 | 2,898 | — | $23.35万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $24.45万 | 0.02% | 1,402 | 114 | 8.9% | $1.99万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $24.62万 | 0.02% | 5,811 | -266 | -4.4% | -$1.13万 | 减仓 |
| PSX | PHILLIPS 66 | $25.25万 | 0.02% | 1,386 | 1,386 | — | $25.25万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $25.99万 | 0.02% | 905 | -11 | -1.2% | -$3,159 | 减仓 |
| IWV | ISHARES TR | $26.10万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $26.42万 | 0.02% | 2,282 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $27.32万 | 0.03% | 7,688 | -5 | -0.1% | -$178 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.63万 | 0.03% | 2,789 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.66万 | 0.03% | 926 | 17 | 1.9% | $5,262 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.76万 | 0.03% | 1,030 | 285 | 38.3% | $7.96万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $29.13万 | 0.03% | 4,892 | 11 | 0.2% | $655 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.36万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $30.07万 | 0.03% | 2,174 | -85 | -3.8% | -$1.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.03万 | 0.03% | 1,310 | 8 | 0.6% | $1,956 | 加仓 |
| NYF | ISHARES TR | $33.89万 | 0.03% | 6,379 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $37.56万 | 0.03% | 5,562 | -177 | -3.1% | -$1.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $40.71万 | 0.04% | 3,084 | -243 | -7.3% | -$3.21万 | 减仓 |
| ORCL | ORACLE CORP | $40.90万 | 0.04% | 2,780 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $41.15万 | 0.04% | 1,431 | 372 | 35.1% | $10.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.43万 | 0.04% | 11,433 | -197 | -1.7% | -$7,655 | 减仓 |
| SLYV | SPDR SERIES TRUST | $45.32万 | 0.04% | 4,792 | -471 | -8.9% | -$4.45万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $46.51万 | 0.04% | 11,014 | -152 | -1.4% | -$6,419 | 减仓 |
| SUB | ISHARES TR | $49.43万 | 0.05% | 4,641 | 1,159 | 33.3% | $12.34万 | 加仓 |
| EFA | ISHARES TR | $50.34万 | 0.05% | 5,183 | -85 | -1.6% | -$8,256 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $50.70万 | 0.05% | 80,605 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $52.23万 | 0.05% | 8,150 | 283 | 3.6% | $1.81万 | 加仓 |
| TSLA | TESLA INC | $52.75万 | 0.05% | 1,419 | 791 | 126.0% | $29.41万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $63.34万 | 0.06% | 1,520 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $63.39万 | 0.06% | 1,375 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $63.65万 | 0.06% | 7,220 | -1,144 | -13.7% | -$10.09万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $67.35万 | 0.06% | 13,016 | -100 | -0.8% | -$5,174 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $72.89万 | 0.07% | 17,191 | -571 | -3.2% | -$2.42万 | 减仓 |
| — | EXXON MOBIL CORP | $76.38万 | 0.07% | 4,502 | -25 | -0.6% | -$4,241 | 减仓 |
| GOOG | ALPHABET INC | $78.14万 | 0.07% | 2,724 | 441 | 19.3% | $12.65万 | 加仓 |
| AMZN | AMAZON COM INC | $85.58万 | 0.08% | 4,109 | 273 | 7.1% | $5.69万 | 加仓 |
| IJR | ISHARES TR | $88.11万 | 0.08% | 7,088 | -677 | -8.7% | -$8.42万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.41万 | 0.09% | 11,771 | 1,919 | 19.5% | $15.88万 | 加仓 |
| SCZ | ISHARES TR | $106.32万 | 0.10% | 13,559 | -788 | -5.5% | -$6.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $108.66万 | 0.10% | 31,010 | -75 | -0.2% | -$2,628 | 减仓 |
| SPYV | SPDR SERIES TRUST | $109.88万 | 0.10% | 19,420 | -303 | -1.5% | -$1.71万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $116.69万 | 0.11% | 18,685 | -108 | -0.6% | -$6,745 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.13万 | 0.11% | 2,486 | 172 | 7.4% | $8.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $119.69万 | 0.11% | 26,220 | 703 | 2.8% | $3.21万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $121.41万 | 0.11% | 24,387 | 3,678 | 17.8% | $18.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $128.81万 | 0.12% | 17,492 | 367 | 2.1% | $2.70万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $129.29万 | 0.12% | 36,206 | -436 | -1.2% | -$1.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $144.61万 | 0.13% | 4,508 | -45 | -1.0% | -$1.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $146.12万 | 0.13% | 27,034 | 137 | 0.5% | $7,405 | 加仓 |
| VUG | VANGUARD INDEX FDS | $146.85万 | 0.13% | 3,362 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $180.59万 | 0.17% | 25,389 | -591 | -2.3% | -$4.20万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $202.99万 | 0.19% | 49,401 | -238 | -0.5% | -$9,779 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $209.34万 | 0.19% | 3,219 | 33 | 1.0% | $2.15万 | 加仓 |
| EFV | ISHARES TR | $221.67万 | 0.20% | 29,814 | -27 | -0.1% | -$2,007 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $231.85万 | 0.21% | 2,327 | 24 | 1.0% | $2.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $269.04万 | 0.25% | 7,268 | 1,772 | 32.2% | $65.59万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $271.02万 | 0.25% | 34,280 | 1,140 | 3.4% | $9.01万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $271.77万 | 0.25% | 13,205 | -170 | -1.3% | -$3.50万 | 减仓 |
| MUB | ISHARES TR | $389.55万 | 0.36% | 36,698 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $453.30万 | 0.42% | 90,750 | 168 | 0.2% | $8,392 | 加仓 |
| IVV | ISHARES TR | $460.68万 | 0.42% | 7,053 | -42 | -0.6% | -$2.74万 | 减仓 |
| AAPL | APPLE INC | $501.09万 | 0.46% | 19,744 | 9,279 | 88.7% | $235.49万 | 加仓 |
| IVE | ISHARES TR | $703.62万 | 0.64% | 33,323 | -544 | -1.6% | -$11.49万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,473.10万 | 2.27% | 510,338 | -6,099 | -1.2% | -$29.56万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2,639.61万 | 2.42% | 529,087 | 125,577 | 31.1% | $626.50万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,069.32万 | 3.73% | 1,262,979 | 22,850 | 1.8% | $73.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,350.50万 | 3.99% | 1,284,848 | 13,056 | 1.0% | $44.21万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $5,049.77万 | 4.63% | 505,685 | -3,308 | -0.6% | -$33.03万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,910.20万 | 5.41% | 1,119,781 | -4,164 | -0.4% | -$21.98万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $6,273.20万 | 5.75% | 800,052 | 50,095 | 6.7% | $392.79万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,748.44万 | 6.18% | 610,884 | 14,431 | 2.4% | $159.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,132.76万 | 6.53% | 119,367 | 4,451 | 3.9% | $265.97万 | 加仓 |
| IGIB | ISHARES TR | $1.05亿 | 9.60% | 1,968,481 | 79,408 | 4.2% | $422.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.09亿 | 9.97% | 2,960,196 | 98,444 | 3.4% | $361.88万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.61亿 | 14.79% | 2,002,480 | 29,531 | 1.5% | $238.05万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.93亿 | 17.68% | 4,571,337 | 183,436 | 4.2% | $774.47万 | 加仓 |