Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/11 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 85
- 較 2022 年第 1 季 −2
- 總值
- $1.39 億
- 較 2022 年第 1 季 −$2,392 萬 (−14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 77,625 | $1,061 萬 | 7.6% | +1,443+1.9% | 加碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 101,179 | $875.2 萬 | 6.3% | +9,152+9.9% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 86,968 | $622.4 萬 | 4.5% | −6,960−7.4% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 68,464 | $478.8 萬 | 3.5% | +2,720+4.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 9,935 | $476.2 萬 | 3.4% | −140−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,118 | $406.7 萬 | 2.9% | +2,947+8.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,232 | $388.6 萬 | 2.8% | −106−0.7% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 41,399 | $370.2 萬 | 2.7% | +1,207+3.0% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 65,760 | $353.0 萬 | 2.5% | −2,225−3.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,953 | $333.5 萬 | 2.4% | +780+18.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,091 | $321.9 萬 | 2.3% | +879+6.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,321 | $307.5 萬 | 2.2% | +313+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,569 | $306.5 萬 | 2.2% | +684+4.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 79,921 | $299.0 萬 | 2.2% | +79,921 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,809 | $296.5 萬 | 2.1% | +818+8.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,777 | $284.4 萬 | 2.0% | +2,157+8.8% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,782 | $274.1 萬 | 2.0% | −2,980−12.5% | 減碼 | – |
| DGDollar General Corp | COM | 11,078 | $271.9 萬 | 2.0% | −20.0% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 67,625 | $269.4 萬 | 1.9% | +1,733+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,517 | $268.0 萬 | 1.9% | +303+5.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 10,210 | $246.8 萬 | 1.8% | −411−3.9% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 9,260 | $237.3 萬 | 1.7% | +342+3.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,704 | $222.9 萬 | 1.6% | +648+4.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 992 | $217.0 萬 | 1.6% | +33+3.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,023 | $206.7 萬 | 1.5% | +514+4.5% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 39,719 | $200.3 萬 | 1.4% | +1,445+3.8% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 25,832 | $197.3 萬 | 1.4% | +1,385+5.7% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 23,263 | $197.1 萬 | 1.4% | +834+3.7% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 8,620 | $192.3 萬 | 1.4% | +6,475+301.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 20,276 | $182.1 萬 | 1.3% | +14,761+267.7% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 21,662 | $180.1 萬 | 1.3% | +688+3.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,299 | $179.2 萬 | 1.3% | +113+3.5% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,854 | $175.0 萬 | 1.3% | −887−10.1% | 減碼 | – |
| LULUlululemon athletica inc. | Stock | 6,059 | $165.2 萬 | 1.2% | +194+3.3% | 加碼 | 歷史 |
| NGVTIngevity Corp | COM | 23,998 | $151.5 萬 | 1.1% | +1,062+4.6% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 14,366 | $147.4 萬 | 1.1% | +1,434+11.1% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 23,493 | $138.3 萬 | 1.0% | +23,493 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,974 | $137.9 萬 | 1.0% | +675+20.5% | 加碼 | – |
| CECelanese Corp | Stock | 10,224 | $120.2 萬 | 0.9% | +416+4.2% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 11,861 | $109.9 萬 | 0.8% | +2,632+28.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,705 | $95.2 萬 | 0.7% | −4,146−52.8% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,824 | $92.4 萬 | 0.7% | −681−3.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,172 | $65.4 萬 | 0.5% | +1,036+16.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,523 | $61.8 萬 | 0.4% | +931+14.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,621 | $61.2 萬 | 0.4% | −400−19.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,027 | $59.5 萬 | 0.4% | +446+17.3% | 加碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 27,136 | $59.3 萬 | 0.4% | +4,287+18.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,866 | $58.1 萬 | 0.4% | +1,561+18.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 11,320 | $57.5 萬 | 0.4% | +1,847+19.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,736 | $56.0 萬 | 0.4% | +466+20.5% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 7,546 | $56.0 萬 | 0.4% | +1,397+22.7% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,870 | $55.7 萬 | 0.4% | +3,472+17.9% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 9,996 | $55.1 萬 | 0.4% | +1,516+17.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,606 | $54.6 萬 | 0.4% | +443+20.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,180 | $52.4 萬 | 0.4% | +370+20.4% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 3,016 | $50.8 萬 | 0.4% | +502+20.0% | 加碼 | 歷史 |
| FDUSFidus Investment Corp | COM | 28,935 | $50.5 萬 | 0.4% | +28,935 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 2,602 | $50.4 萬 | 0.4% | +565+27.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,091 | $49.7 萬 | 0.4% | +632+18.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,432 | $48.7 萬 | 0.4% | +2,476+27.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,814 | $48.1 萬 | 0.3% | +651+20.6% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,213 | $47.7 萬 | 0.3% | +765+22.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 12,096 | $47.5 萬 | 0.3% | +2,328+23.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,119 | $45.9 萬 | 0.3% | +937+22.4% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,531 | $45.2 萬 | 0.3% | +2,000+26.6% | 加碼 | – |
| GRMNGarmin Ltd | SHS | 4,508 | $44.3 萬 | 0.3% | +818+22.2% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 25,226 | $43.5 萬 | 0.3% | −32,416−56.2% | 減碼 | – |
| HBIHanesbrands Inc. | COM | 37,347 | $38.4 萬 | 0.3% | +7,790+26.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,643 | $38.2 萬 | 0.3% | +1,643 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,635 | $37.0 萬 | 0.3% | +268+19.6% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,993 | $32.9 萬 | 0.2% | −6,853−77.5% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 11,161 | $29.9 萬 | 0.2% | −1,076−8.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 568 | $29.2 萬 | 0.2% | +21+3.8% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 9,104 | $28.6 萬 | 0.2% | +245+2.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,993 | $28.5 萬 | 0.2% | +140+4.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 122 | $26.6 萬 | 0.2% | +3+2.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,564 | $24.1 萬 | 0.2% | +285+12.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,105 | $24.0 萬 | 0.2% | +60+5.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,350 | $23.9 萬 | 0.2% | +2,350 | 新進 | – |
| ROPRoper Technologies Inc | Stock | 581 | $22.9 萬 | 0.2% | +21+3.8% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,103 | $22.7 萬 | 0.2% | +1,103 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,752 | $22.2 萬 | 0.2% | +116+7.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 847 | $21.6 萬 | 0.2% | +41+5.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,246 | $20.8 萬 | 0.1% | −439−16.4% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,460 | $20.2 萬 | 0.1% | −29−1.9% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 31,386 | $388.8 萬 | 2.4% | – |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 52,753 | $257.3 萬 | 1.6% | – |
| NFLXNetflix Inc | Stock | 5,097 | $190.9 萬 | 1.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,866 | $28.2 萬 | 0.2% | – |
| SPGIS&P Global Inc. | Stock | 586 | $24.0 萬 | 0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,207 | $22.3 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 1,431 | $21.9 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 284 | $21.1 萬 | 0.1% | 歷史 |