Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/20 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 89
- 較 2022 年第 3 季 +4
- 總值
- $1.75 億
- 較 2022 年第 3 季 +$3,355 萬 (+23.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 290,856 | $1,221 萬 | 7.0% | +290,856 | 新進 | – |
| AAPLApple Inc. | Stock | 81,016 | $1,053 萬 | 6.0% | +708+0.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 246,310 | $974.9 萬 | 5.6% | +246,310 | 新進 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 102,716 | $881.8 萬 | 5.1% | +1,639+1.6% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 91,821 | $803.0 萬 | 4.6% | +1,333+1.5% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 128,208 | $750.0 萬 | 4.3% | +128,208 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 10,168 | $464.1 萬 | 2.7% | +91+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,734 | $455.1 萬 | 2.6% | +134+0.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 42,338 | $452.4 萬 | 2.6% | +440+1.1% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 76,936 | $427.2 萬 | 2.4% | +3,898+5.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 53,473 | $400.8 萬 | 2.3% | +110+0.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 12,272 | $387.6 萬 | 2.2% | +368+3.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,002 | $353.3 萬 | 2.0% | +831+4.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,806 | $348.0 萬 | 2.0% | +456+2.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 16,525 | $343.3 萬 | 2.0% | +421+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,039 | $337.7 萬 | 1.9% | −168−2.7% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 11,275 | $277.6 萬 | 1.6% | +103+0.9% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 9,476 | $268.9 萬 | 1.5% | +52+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 26,661 | $264.5 萬 | 1.5% | +395+1.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 21,675 | $255.8 萬 | 1.5% | +363+1.7% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 21,953 | $252.6 萬 | 1.4% | +34+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,346 | $243.5 萬 | 1.4% | −3,062−15.0% | 減碼 | – |
| WRKWestRock Co | COM | 68,094 | $239.4 萬 | 1.4% | −1,256−1.8% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 11,485 | $239.1 萬 | 1.4% | −49−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,714 | $232.8 萬 | 1.3% | +202+0.7% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 40,950 | $215.3 萬 | 1.2% | +483+1.2% | 加碼 | – |
| PXDPioneer Natural Resources Co | COM | 9,363 | $213.8 萬 | 1.2% | +57+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,936 | $208.6 萬 | 1.2% | +1,105+7.0% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,208 | $198.9 萬 | 1.1% | +21+0.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,637 | $198.8 萬 | 1.1% | +14,637 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,542 | $195.0 萬 | 1.1% | +89+2.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,041 | $192.8 萬 | 1.1% | +3,387+204.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,925 | $186.7 萬 | 1.1% | −25,637−64.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,431 | $182.2 萬 | 1.0% | +135+1.1% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 23,782 | $181.8 萬 | 1.0% | +56+0.2% | 加碼 | 歷史 |
| NGVTIngevity Corp | COM | 24,683 | $173.9 萬 | 1.0% | +205+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,695 | $164.0 萬 | 0.9% | −61−0.8% | 減碼 | – |
| OXYOccidental Petroleum Corp | Stock | 25,522 | $160.8 萬 | 0.9% | +1,231+5.1% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 14,854 | $151.9 萬 | 0.9% | −504−3.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,248 | $149.3 萬 | 0.9% | +109+2.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,707 | $118.8 萬 | 0.7% | +960+9.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,496 | $110.5 萬 | 0.6% | +767+8.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,363 | $103.7 萬 | 0.6% | +330+10.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 4,646 | $102.5 萬 | 0.6% | +456+10.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,940 | $101.5 萬 | 0.6% | +472+13.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,854 | $100.2 萬 | 0.6% | −8,328−54.9% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 38,794 | $95.0 萬 | 0.5% | +3,997+11.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 4,211 | $94.7 萬 | 0.5% | +433+11.5% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 24,775 | $94.3 萬 | 0.5% | +3,071+14.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,990 | $94.0 萬 | 0.5% | +602+11.2% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 6,725 | $93.0 萬 | 0.5% | +725+12.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,927 | $92.0 萬 | 0.5% | +4,426+42.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,460 | $91.6 萬 | 0.5% | +662+11.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,859 | $89.8 萬 | 0.5% | +2,244+13.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,585 | $86.0 萬 | 0.5% | −1,025−22.2% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 13,855 | $85.2 萬 | 0.5% | +1,592+13.0% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 11,134 | $78.0 萬 | 0.4% | +1,398+14.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,824 | $75.9 萬 | 0.4% | +5,566+246.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,202 | $75.7 萬 | 0.4% | −2,703−14.3% | 減碼 | – |
| CMECME Group Inc. | COM | 4,486 | $75.4 萬 | 0.4% | +599+15.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,866 | $68.9 萬 | 0.4% | +1,351+18.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,536 | $46.7 萬 | 0.3% | −84−5.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,888 | $45.7 萬 | 0.3% | +207+12.3% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 11,242 | $44.3 萬 | 0.3% | −5,298−32.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 12,566 | $43.9 萬 | 0.3% | −6,288−33.4% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 4,526 | $41.8 萬 | 0.2% | −2,307−33.8% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 10,144 | $39.9 萬 | 0.2% | −49−0.5% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,540 | $32.3 萬 | 0.2% | −8,857−71.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 608 | $32.2 萬 | 0.2% | −4−0.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,957 | $30.3 萬 | 0.2% | +95+3.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,729 | $29.7 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 11,203 | $29.6 萬 | 0.2% | −71,965−86.5% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,642 | $27.6 萬 | 0.2% | −20−1.2% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,003 | $27.2 萬 | 0.2% | +13+0.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,000 | $26.5 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 19,150 | $26.3 萬 | 0.2% | +19,150 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,943 | $26.1 萬 | 0.1% | −17,436−85.6% | 減碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,577 | $25.9 萬 | 0.1% | −3,509−38.6% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 1,242 | $25.4 萬 | 0.1% | +31+2.6% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,488 | $25.1 萬 | 0.1% | +2,488 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,357 | $25.0 萬 | 0.1% | +65+2.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,594 | $24.5 萬 | 0.1% | +264+11.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,692 | $23.8 萬 | 0.1% | +73+2.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 795 | $23.4 萬 | 0.1% | +795 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 1,235 | $22.8 萬 | 0.1% | +15+1.2% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 6,888 | $22.6 萬 | 0.1% | +6,888 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,375 | $21.7 萬 | 0.1% | +1,375 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,464 | $21.6 萬 | 0.1% | +1,464 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 810 | $20.1 萬 | 0.1% | −131−13.9% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（6 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MKSIMKS Inc | COM | 15,591 | $128.8 萬 | 0.9% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 30,807 | $73.3 萬 | 0.5% | 歷史 |
| FDUSFidus Investment Corp | COM | 39,040 | $67.1 萬 | 0.5% | 歷史 |
| CCICrown Castle Inc. | REIT | 4,121 | $59.6 萬 | 0.4% | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,795 | $39.7 萬 | 0.3% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 11,953 | $30.3 萬 | 0.2% | – |