Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 63
- 較 2023 年第 2 季 −26
- 總值
- $1.34 億
- 較 2023 年第 2 季 −$7,462 萬 (−35.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 19,266 | $837.8 萬 | 6.3% | +285+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,765 | $696.0 萬 | 5.2% | +1,468+2.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 45,111 | $654.5 萬 | 4.9% | +1,275+2.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 64,864 | $651.4 萬 | 4.9% | +1,725+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,150 | $593.9 萬 | 4.4% | +190+2.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,178 | $567.1 萬 | 4.2% | +301+1.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,349 | $445.2 萬 | 3.3% | +615+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,683 | $400.5 萬 | 3.0% | +406+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,173 | $367.9 萬 | 2.8% | +461+3.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 103,070 | $366.2 萬 | 2.7% | +2,671+2.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,488 | $365.9 萬 | 2.7% | +1,169+5.2% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 40,169 | $365.4 萬 | 2.7% | +1,605+4.2% | 加碼依 2 比 1 拆股換算 | 歷史 |
| COPConocoPhillips | Stock | 29,513 | $353.9 萬 | 2.6% | +5,036+20.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 17,262 | $351.5 萬 | 2.6% | +617+3.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 11,843 | $323.7 萬 | 2.4% | +512+4.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,263 | $316.9 萬 | 2.4% | +253+4.2% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 85,492 | $297.9 萬 | 2.2% | +3,795+4.6% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 12,937 | $297.2 萬 | 2.2% | +1,384+12.0% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 16,274 | $277.7 萬 | 2.1% | +315+2.0% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,700 | $274.0 萬 | 2.0% | +165+2.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 15,726 | $273.6 萬 | 2.0% | +524+3.4% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 40,101 | $260.3 萬 | 1.9% | +8,870+28.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 27,850 | $254.2 萬 | 1.9% | +1,047+3.9% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,174 | $237.9 萬 | 1.8% | −1,489−19.4% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 18,782 | $235.8 萬 | 1.8% | +605+3.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 9,653 | $226.2 萬 | 1.7% | +9,653 | 新進 | 歷史 |
| MGRCMcGrath Rentcorp | COM | 22,313 | $223.8 萬 | 1.7% | +950+4.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 3,057 | $179.8 萬 | 1.3% | +3,057 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 18,246 | $179.8 萬 | 1.3% | +630+3.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 4,320 | $172.5 萬 | 1.3% | −987−18.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,819 | $163.7 萬 | 1.2% | +126+1.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 30,607 | $135.7 萬 | 1.0% | +1,163+3.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,240 | $135.7 萬 | 1.0% | +739+3.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,349 | $133.5 萬 | 1.0% | +270+3.3% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 49,385 | $132.1 萬 | 1.0% | +1,603+3.4% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 6,228 | $124.7 萬 | 0.9% | +237+4.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,192 | $118.8 萬 | 0.9% | +143+3.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 4,232 | $115.2 萬 | 0.9% | +165+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,183 | $115.1 萬 | 0.9% | +508+4.8% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 5,444 | $110.5 萬 | 0.8% | +279+5.4% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,463 | $106.9 萬 | 0.8% | +303+4.2% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 21,569 | $102.9 萬 | 0.8% | +1,372+6.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,109 | $94.3 萬 | 0.7% | +1,965+7.2% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 31,195 | $89.7 萬 | 0.7% | +1,946+6.7% | 加碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 64,340 | $70.9 萬 | 0.5% | +7,091+12.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,912 | $51.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 16,457 | $48.9 萬 | 0.4% | +1,444+9.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 864 | $43.5 萬 | 0.3% | +17+2.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,996 | $40.5 萬 | 0.3% | +92+4.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,617 | $34.2 萬 | 0.3% | −35−1.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 8,101 | $32.8 萬 | 0.2% | +209+2.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,894 | $31.8 萬 | 0.2% | +24+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,564 | $31.7 萬 | 0.2% | −16−0.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 795 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 932 | $28.0 萬 | 0.2% | −7−0.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,367 | $26.7 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,862 | $26.5 萬 | 0.2% | +449+10.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,464 | $25.5 萬 | 0.2% | −11,933−89.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,458 | $24.0 萬 | 0.2% | +27+0.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,601 | $23.9 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,206 | $23.7 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,064 | $23.0 萬 | 0.2% | +111+5.7% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 6,963 | $21.3 萬 | 0.2% | +66+1.0% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（28 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 86,521 | $1,678 萬 | 8.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 49,558 | $1,402 萬 | 6.7% | – |
| TSLATesla, Inc. | Stock | 49,898 | $1,306 萬 | 6.3% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,800 | $581.2 萬 | 2.8% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 80,676 | $453.8 萬 | 2.2% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 51,548 | $418.3 萬 | 2.0% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,580 | $264.0 萬 | 1.3% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,025 | $222.7 萬 | 1.1% | 歷史 |
| DGDollar General Corp | COM | 12,640 | $214.4 萬 | 1.0% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,725 | $192.4 萬 | 0.9% | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 40,252 | $149.3 萬 | 0.7% | – |
| ETNEaton Corp plc | Stock | 7,385 | $148.5 萬 | 0.7% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,000 | $114.8 萬 | 0.6% | – |
| JCIJohnson Controls International plc | Stock | 16,769 | $114.3 萬 | 0.5% | 歷史 |
| GRMNGarmin Ltd | SHS | 10,347 | $107.9 萬 | 0.5% | 歷史 |
| CBChubb Ltd | Stock | 5,566 | $107.2 萬 | 0.5% | 歷史 |
| MDTMedtronic plc | Stock | 12,141 | $107.0 萬 | 0.5% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,866 | $83.1 萬 | 0.4% | – |
| CCICrown Castle Inc. | REIT | 6,820 | $77.7 萬 | 0.4% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,945 | $50.9 萬 | 0.2% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,049 | $49.5 萬 | 0.2% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,735 | $37.2 萬 | 0.2% | – |
| NXPINXP Semiconductors N.V. | COM | 1,445 | $29.6 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 1,511 | $28.9 萬 | 0.1% | 歷史 |
| STESTERIS plc | SHS USD | 1,244 | $28.0 萬 | 0.1% | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,967 | $23.2 萬 | 0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,766 | $21.3 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 13,120 | $16.5 萬 | 0.1% | – |