Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/31 申報。只含多頭部位。
- 持股檔數
- 87
- 2021 年第 3 季沒有申報
- 總值
- $1.51 億
- 2021 年第 3 季沒有申報
Peterson Wealth Services 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 74,817 | $1,329 萬 | 8.8% | – | – | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 85,986 | $820.4 萬 | 5.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 9,479 | $538.1 萬 | 3.6% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 94,929 | $526.8 萬 | 3.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 60,014 | $507.4 萬 | 3.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 25,960 | $411.1 萬 | 2.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 13,319 | $391.7 萬 | 2.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,611 | $381.6 萬 | 2.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 28,400 | $380.4 萬 | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,112 | $370.8 萬 | 2.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 8,717 | $361.8 萬 | 2.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,275 | $337.1 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,420 | $329.8 萬 | 2.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 12,981 | $327.0 萬 | 2.2% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 8,516 | $305.2 萬 | 2.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,527 | $301.2 萬 | 2.0% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 4,500 | $271.1 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 12,490 | $270.7 萬 | 1.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 15,732 | $269.1 萬 | 1.8% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,123 | $260.7 萬 | 1.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 10,677 | $260.6 萬 | 1.7% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 22,271 | $260.5 萬 | 1.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 897 | $259.6 萬 | 1.7% | – | – | 歷史 |
| WRKWestRock Co | COM | 55,135 | $244.6 萬 | 1.6% | – | – | 歷史 |
| SYKStryker Corp | Stock | 8,985 | $240.3 萬 | 1.6% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 55,939 | $236.7 萬 | 1.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,027 | $236.3 萬 | 1.6% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 35,528 | $234.0 萬 | 1.6% | – | – | – |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 47,160 | $231.0 萬 | 1.5% | – | – | – |
| DGDollar General Corp | COM | 9,132 | $215.4 萬 | 1.4% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,496 | $215.1 萬 | 1.4% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,724 | $207.4 萬 | 1.4% | – | – | 歷史 |
| MKSIMKS Inc | COM | 11,668 | $203.2 萬 | 1.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,960 | $197.5 萬 | 1.3% | – | – | 歷史 |
| FIXComfort Systems USA Inc | COM | 19,617 | $194.1 萬 | 1.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,567 | $192.3 萬 | 1.3% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 4,534 | $170.8 萬 | 1.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 16,982 | $170.5 萬 | 1.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 20,366 | $160.0 萬 | 1.1% | – | – | 歷史 |
| NGVTIngevity Corp | COM | 20,222 | $145.0 萬 | 1.0% | – | – | 歷史 |
| CECelanese Corp | Stock | 8,313 | $139.7 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,083 | $134.6 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,610 | $121.4 萬 | 0.8% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 7,688 | $119.3 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,598 | $105.3 萬 | 0.7% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 51,270 | $104.2 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,911 | $90.8 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,517 | $56.1 萬 | 0.4% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 1,700 | $46.2 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,845 | $43.4 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,475 | $42.8 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,437 | $41.2 萬 | 0.3% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,799 | $41.1 萬 | 0.3% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,344 | $40.9 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 2,038 | $39.4 萬 | 0.3% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 4,597 | $38.8 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,614 | $37.8 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 5,196 | $37.5 萬 | 0.2% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 2,029 | $36.9 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,059 | $36.7 萬 | 0.2% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 22,147 | $36.2 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,635 | $35.5 萬 | 0.2% | – | – | 歷史 |
| HBIHanesbrands Inc. | COM | 21,198 | $35.4 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 6,852 | $34.5 萬 | 0.2% | – | – | 歷史 |
| FDUSFidus Investment Corp | COM | 18,883 | $34.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,165 | $33.0 萬 | 0.2% | – | – | – |
| BBYBest Buy Co Inc | Stock | 3,149 | $32.0 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,960 | $30.6 萬 | 0.2% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,322 | $30.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,863 | $29.9 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 103 | $29.8 萬 | 0.2% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 2,163 | $29.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,829 | $29.4 萬 | 0.2% | – | – | – |
| DVNDevon Energy Corp | Stock | 6,405 | $28.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,262 | $25.9 萬 | 0.2% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,892 | $25.9 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 683 | $25.3 萬 | 0.2% | – | – | 歷史 |
| INFOIHS Markit Ltd. | SHS | 1,879 | $25.0 萬 | 0.2% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 878 | $24.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 479 | $24.1 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,460 | $23.9 萬 | 0.2% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 1,178 | $23.8 萬 | 0.2% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,572 | $23.7 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 469 | $23.1 萬 | 0.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 999 | $22.8 萬 | 0.2% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 4,606 | $21.4 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,420 | $20.2 萬 | 0.1% | – | – | – |