Peterson Wealth Management
- SEC CIK
- 0001785144
- 最新申報
- 2026/7/30
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/3 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 61
- 較 2021 年第 1 季 +16
- 總值
- $1.26 億
- 較 2021 年第 1 季 +$785.1 萬 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 25,291 | $896.4 萬 | 7.1% | −3,784−13.0% | 減碼 | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 268,586 | $853.6 萬 | 6.8% | +13,659+5.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,808 | $847.9 萬 | 6.7% | −1,708−7.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,817 | $600.8 萬 | 4.8% | −1,342−3.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 47,240 | $577.7 萬 | 4.6% | +251+0.5% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 260,234 | $537.9 萬 | 4.3% | −92,739−26.3% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 104,076 | $503.8 萬 | 4.0% | −70,637−40.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 32,223 | $475.8 萬 | 3.8% | −15,750−32.8% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 21,189 | $378.3 萬 | 3.0% | −5,744−21.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 25,369 | $375.9 萬 | 3.0% | +1,401+5.8% | 加碼 | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 142,200 | $357.3 萬 | 2.8% | +142,200 | 新進 | – |
| Etfis Ser Tr I26923G400 | INFRACP REIT PFD | 142,583 | $351.5 萬 | 2.8% | +142,583 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 53,674 | $326.9 萬 | 2.6% | −10,801−16.8% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 81,257 | $298.2 萬 | 2.4% | −70,384−46.4% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 37,474 | $262.2 萬 | 2.1% | +18,628+98.8% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 19,228 | $242.2 萬 | 1.9% | +816+4.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,268 | $208.4 萬 | 1.7% | −988−15.8% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 19,888 | $208.4 萬 | 1.7% | +8,536+75.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,578 | $205.3 萬 | 1.6% | −392−4.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,459 | $204.5 萬 | 1.6% | −472−5.3% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 23,599 | $191.1 萬 | 1.5% | +13,086+124.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 44,909 | $177.6 萬 | 1.4% | +44,909 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 11,295 | $175.7 萬 | 1.4% | +4,176+58.7% | 加碼 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 34,171 | $170.0 萬 | 1.4% | −36,980−52.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 12,245 | $167.7 萬 | 1.3% | −2,798−18.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 36,932 | $163.3 萬 | 1.3% | +36,932 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 473 | $162.7 萬 | 1.3% | −92−16.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,477 | $161.8 萬 | 1.3% | −1,554−11.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,805 | $151.6 萬 | 1.2% | +2,065+43.6% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 37,683 | $148.2 萬 | 1.2% | +37,683 | 新進 | – |
| HDHome Depot, Inc. | Stock | 4,527 | $144.3 萬 | 1.1% | +44+1.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,868 | $138.3 萬 | 1.1% | +2,512+34.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,774 | $136.5 萬 | 1.1% | −2,054−14.9% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 13,313 | $136.3 萬 | 1.1% | +13,313 | 新進 | – |
| MAMastercard Inc | Stock | 3,594 | $131.2 萬 | 1.0% | −1,019−22.1% | 減碼 | 歷史 |
| HSYHershey Co | COM | 7,322 | $127.5 萬 | 1.0% | +7,322 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 17,697 | $106.1 萬 | 0.8% | −48,325−73.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 5,968 | $104.9 萬 | 0.8% | +4,483+301.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 16,290 | $103.6 萬 | 0.8% | +9,890+154.5% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 17,945 | $102.8 萬 | 0.8% | +7,259+67.9% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,733 | $98.4 萬 | 0.8% | +4,733 | 新進 | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 11,829 | $86.6 萬 | 0.7% | +11,829 | 新進 | – |
| JNJJohnson & Johnson | Stock | 4,928 | $81.2 萬 | 0.6% | +1,359+38.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 14,387 | $75.0 萬 | 0.6% | +552+4.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 795 | $63.6 萬 | 0.5% | +189+31.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,704 | $62.0 萬 | 0.5% | +2,704 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,237 | $60.7 萬 | 0.5% | +1,237 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,278 | $49.6 萬 | 0.4% | +5,278 | 新進 | 歷史 |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 2,879 | $49.4 萬 | 0.4% | −1,168−28.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 837 | $44.2 萬 | 0.4% | −1,615−65.9% | 減碼 | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 9,979 | $42.7 萬 | 0.3% | −9,948−49.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,538 | $33.7 萬 | 0.3% | +419+37.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,917 | $32.6 萬 | 0.3% | +2,917 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,022 | $29.8 萬 | 0.2% | +1,022 | 新進 | 歷史 |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 1,124 | $25.4 萬 | 0.2% | +1,124 | 新進 | – |
| MRVLMarvell Technology, Inc. | COM | 4,266 | $24.9 萬 | 0.2% | +4,266 | 新進 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 1,886 | $24.4 萬 | 0.2% | +1,886 | 新進 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 977 | $23.1 萬 | 0.2% | +977 | 新進 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 1,161 | $22.3 萬 | 0.2% | +1,161 | 新進 | – |
| DOCUDocuSign, Inc. | Stock | 774 | $21.6 萬 | 0.2% | −1,750−69.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,111 | – | – | +10,111 | 新進 | – |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 10,061 | $219.4 萬 | 1.9% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,813 | $65.3 萬 | 0.6% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 14,924 | $45.7 萬 | 0.4% | – |
| NKENIKE, Inc. | Stock | 2,075 | $27.6 萬 | 0.2% | 歷史 |