Petersen Hastings Wealth Advisors Inc.
KENNEWICK WA · SEC CIK 0002109614
$11.92亿2026Q2 申报市值
87持仓数
84.3%前十大占比 · 第一大 17.4%
7 / 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
DFCF 加仓+$1,466.95万
IGIB 加仓+$703.09万
BSV 加仓+$366.79万
DIMENSIONAL ETF 加仓+$225.03万
VTEB 加仓+$133.31万
2026Q2 卖出最多 按季末市值估算
AVLV 减仓-$512.87万
DFAE 减仓-$263.48万
AVDV 减仓-$217.88万
AVUV 减仓-$169.25万
DFIV 减仓-$97.55万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | $2.08亿 | 17.42% | 4,918,874 | 347,537 | 7.6% | $1,466.95万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.78亿 | 14.90% | 1,946,250 | -56,230 | -2.8% | -$512.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.26亿 | 10.56% | 3,014,121 | 53,925 | 1.8% | $225.03万 | 加仓 |
| IGIB | ISHARES TR | $1.12亿 | 9.37% | 2,100,716 | 132,235 | 6.7% | $703.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,276.59万 | 6.95% | 120,508 | 1,141 | 1.0% | $78.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,452.14万 | 6.25% | 597,318 | -13,566 | -2.2% | -$169.25万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $6,600.00万 | 5.54% | 847,131 | 47,079 | 5.9% | $366.79万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,951.51万 | 4.99% | 1,101,723 | -18,058 | -1.6% | -$97.55万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,993.21万 | 4.19% | 484,542 | -21,143 | -4.2% | -$217.88万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,902.90万 | 4.11% | 1,219,322 | -65,526 | -5.1% | -$263.48万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,373.28万 | 3.67% | 1,281,546 | 18,567 | 1.5% | $63.36万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,809.43万 | 2.36% | 555,444 | 26,357 | 5.0% | $133.31万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,767.86万 | 2.32% | 503,156 | -7,182 | -1.4% | -$39.51万 | 减仓 |
| IVE | ISHARES TR | $747.71万 | 0.63% | 32,930 | -393 | -1.2% | -$8.92万 | 减仓 |
| AAPL | APPLE INC | $694.21万 | 0.58% | 23,991 | 4,247 | 21.5% | $122.89万 | 加仓 |
| IVV | ISHARES TR | $526.66万 | 0.44% | 7,033 | -20 | -0.3% | -$1.50万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $467.85万 | 0.39% | 93,141 | 2,391 | 2.6% | $12.01万 | 加仓 |
| MUB | ISHARES TR | $394.94万 | 0.33% | 36,698 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $351.82万 | 0.30% | 9,432 | 2,164 | 29.8% | $80.72万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $317.57万 | 0.27% | 12,898 | -307 | -2.3% | -$7.56万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $315.79万 | 0.27% | 34,783 | 503 | 1.5% | $4.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $240.39万 | 0.20% | 3,219 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $230.29万 | 0.19% | 49,386 | -15 | -0.0% | -$699 | 减仓 |
| EFV | ISHARES TR | $228.07万 | 0.19% | 29,793 | -21 | -0.1% | -$1,608 | 减仓 |
| VTI | VANGUARD INDEX FDS | $218.60万 | 0.18% | 5,908 | 1,400 | 31.1% | $51.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $216.98万 | 0.18% | 2,319 | -8 | -0.3% | -$7,485 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.71万 | 0.18% | 4,191 | 1,705 | 68.6% | $85.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $209.05万 | 0.18% | 25,389 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.23万 | 0.13% | 26,509 | -525 | -1.9% | -$3.13万 | 减仓 |
| TSLA | TESLA INC | $144.52万 | 0.12% | 3,436 | 2,017 | 142.1% | $84.84万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $143.13万 | 0.12% | 36,199 | -7 | -0.0% | -$277 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $133.83万 | 0.11% | 18,230 | 738 | 4.2% | $5.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $130.15万 | 0.11% | 18,619 | -66 | -0.4% | -$4,613 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $129.13万 | 0.11% | 25,626 | -594 | -2.3% | -$2.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $120.77万 | 0.10% | 31,135 | 125 | 0.4% | $4,849 | 加仓 |
| SCZ | ISHARES TR | $111.23万 | 0.09% | 13,520 | -39 | -0.3% | -$3,209 | 减仓 |
| SPYV | SPDR SERIES TRUST | $109.55万 | 0.09% | 18,021 | -1,399 | -7.2% | -$8.50万 | 减仓 |
| IJR | ISHARES TR | $104.83万 | 0.09% | 7,068 | -20 | -0.3% | -$2,966 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $104.23万 | 0.09% | 12,611 | 840 | 7.1% | $6.94万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $103.23万 | 0.09% | 20,737 | -3,650 | -15.0% | -$18.17万 | 减仓 |
| GOOG | ALPHABET INC | $97.74万 | 0.08% | 2,766 | 42 | 1.5% | $1.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $94.57万 | 0.08% | 10,979 | -9,193 | -45.6% | -$79.19万 | 减仓 |
| AMZN | AMAZON COM INC | $94.53万 | 0.08% | 3,966 | -143 | -3.5% | -$3.41万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $78.17万 | 0.07% | 17,332 | 141 | 0.8% | $6,359 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $74.66万 | 0.06% | 1,520 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $69.82万 | 0.06% | 13,398 | 382 | 2.9% | $1.99万 | 加仓 |
| — | EXXON MOBIL CORP | $63.23万 | 0.05% | 4,625 | 123 | 2.7% | $1.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.68万 | 0.05% | 1,375 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $54.52万 | 0.05% | 7,220 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $53.84万 | 0.05% | 5,183 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $52.07万 | 0.04% | 80,605 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.63万 | 0.04% | 7,247 | -903 | -11.1% | -$6.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.72万 | 0.04% | 11,433 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $49.94万 | 0.04% | 1,397 | -34 | -2.4% | -$1.22万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $49.35万 | 0.04% | 4,523 | -269 | -5.6% | -$2.94万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $46.43万 | 0.04% | 10,611 | -403 | -3.7% | -$1.76万 | 减仓 |
| IJH | ISHARES TR | $42.66万 | 0.04% | 5,532 | -30 | -0.5% | -$2,313 | 减仓 |
| ORCL | ORACLE CORP | $40.74万 | 0.03% | 2,780 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $38.70万 | 0.03% | 7,179 | 800 | 12.5% | $4.31万 | 加仓 |
| SUB | ISHARES TR | $36.44万 | 0.03% | 3,423 | -1,218 | -26.2% | -$12.97万 | 减仓 |
| AVGO | BROADCOM INC | $35.40万 | 0.03% | 937 | 11 | 1.2% | $4,155 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.12万 | 0.03% | 2,174 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $32.62万 | 0.03% | 756 | 756 | — | $32.62万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.14万 | 0.03% | 3,092 | 8 | 0.3% | $832 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.21万 | 0.03% | 5,122 | 230 | 4.7% | $1.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.20万 | 0.03% | 1,189 | -121 | -9.2% | -$3.07万 | 减仓 |
| IWV | ISHARES TR | $30.02万 | 0.03% | 704 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $29.25万 | 0.02% | 1,462 | 60 | 4.3% | $1.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $29.17万 | 0.02% | 3,620 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $28.65万 | 0.02% | 7,688 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $28.39万 | 0.02% | 2,942 | 44 | 1.5% | $4,246 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $27.62万 | 0.02% | 5,651 | -160 | -2.8% | -$7,821 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $26.66万 | 0.02% | 2,283 | 1 | 0.0% | $117 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.36万 | 0.02% | 2,795 | 6 | 0.2% | $544 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.75万 | 0.02% | 500 | 500 | — | $24.75万 | 新建仓 |
| INTC | INTEL CORP | $24.07万 | 0.02% | 1,724 | 1,724 | — | $24.07万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $23.76万 | 0.02% | 381 | 1 | 0.3% | $624 | 加仓 |
| PSX | PHILLIPS 66 | $23.50万 | 0.02% | 1,390 | 4 | 0.3% | $676 | 加仓 |
| USB | US BANCORP | $23.50万 | 0.02% | 3,890 | 3,890 | — | $23.50万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $23.22万 | 0.02% | 1,813 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $22.60万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $22.50万 | 0.02% | 2,259 | 2,259 | — | $22.50万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $21.61万 | 0.02% | 1,808 | 1,808 | — | $21.61万 | 新建仓 |
| PCAR | PACCAR INC | $21.14万 | 0.02% | 1,760 | 5 | 0.3% | $601 | 加仓 |
| QQQ | INVESCO QQQ TR | $20.77万 | 0.02% | 282 | -66 | -19.0% | -$4.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.18万 | 0.02% | 926 | 926 | — | $20.18万 | 新建仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $17.79万 | 0.01% | 28,930 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,030 | -100.0% | -$28.76万 | 清仓 |