Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 105
- 較 2023 年第 3 季 +42
- 總值
- $2.33 億
- 較 2023 年第 3 季 +$9,958 萬 (+74.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 94,569 | $1,821 萬 | 7.8% | +94,569 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 43,891 | $1,364 萬 | 5.9% | +43,891 | 新進 | – |
| TSLATesla, Inc. | Stock | 47,106 | $1,171 萬 | 5.0% | +47,106 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 15,162 | $1,001 萬 | 4.3% | +15,162 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,298 | $955.7 萬 | 4.1% | +32+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,108 | $837.5 萬 | 3.6% | +343+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,454 | $832.1 萬 | 3.6% | +304+4.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,721 | $760.7 萬 | 3.3% | −390−0.9% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 60,321 | $672.6 萬 | 2.9% | −4,543−7.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,582 | $586.0 萬 | 2.5% | +2,899+22.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,909 | $518.3 萬 | 2.2% | +560+2.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 102,410 | $514.7 萬 | 2.2% | −660−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,273 | $509.1 萬 | 2.2% | −1,905−11.8% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 74,679 | $489.3 萬 | 2.1% | +74,679 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,946 | $448.7 萬 | 1.9% | +773+6.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 40,604 | $420.1 萬 | 1.8% | +435+1.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 35,496 | $412.0 萬 | 1.8% | +5,983+20.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,773 | $404.0 萬 | 1.7% | +2,285+9.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,631 | $383.9 萬 | 1.6% | −1,631−9.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,098 | $362.3 萬 | 1.6% | +255+2.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,616 | $351.2 萬 | 1.5% | +353+5.6% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 16,114 | $331.5 萬 | 1.4% | −160−1.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,338 | $324.0 萬 | 1.4% | +164+2.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 15,831 | $312.4 萬 | 1.3% | +105+0.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,997 | $288.9 萬 | 1.2% | +11,997 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 6,764 | $274.4 萬 | 1.2% | +64+1.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 28,154 | $270.3 萬 | 1.2% | +304+1.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 9,829 | $267.7 萬 | 1.1% | +176+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,987 | $254.0 萬 | 1.1% | +16,987 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,152 | $244.9 萬 | 1.0% | +5,152 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 40,311 | $240.7 萬 | 1.0% | +210+0.5% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 18,401 | $236.5 萬 | 1.0% | +18,401 | 新進 | 歷史 |
| CECelanese Corp | Stock | 14,983 | $232.9 萬 | 1.0% | −3,799−20.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 7,358 | $230.4 萬 | 1.0% | +3,126+73.9% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 18,632 | $209.7 萬 | 0.9% | +386+2.1% | 加碼 | 歷史 |
| MGRCMcGrath Rentcorp | COM | 17,483 | $209.1 萬 | 0.9% | −4,830−21.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,995 | $207.6 萬 | 0.9% | +3,176+29.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,415 | $200.8 萬 | 0.9% | +7,232+64.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,594 | $200.6 萬 | 0.9% | +4,594 | 新進 | – |
| FANGDiamondback Energy, Inc. | Stock | 12,332 | $191.2 萬 | 0.8% | +12,332 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 8,275 | $187.0 萬 | 0.8% | +8,275 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,663 | $179.4 萬 | 0.8% | −657−15.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,351 | $178.0 萬 | 0.8% | −706−23.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,813 | $154.7 萬 | 0.7% | +1,464+17.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 29,994 | $151.5 萬 | 0.6% | +4,754+18.8% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 26,346 | $149.8 萬 | 0.6% | +26,346 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 31,473 | $138.0 萬 | 0.6% | +866+2.8% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 6,464 | $136.1 萬 | 0.6% | +236+3.8% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,833 | $128.7 萬 | 0.6% | +370+5.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,634 | $126.9 萬 | 0.5% | +442+10.5% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 27,870 | $126.2 萬 | 0.5% | +6,301+29.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,898 | $122.7 萬 | 0.5% | +14,898 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,733 | $117.7 萬 | 0.5% | +16,733 | 新進 | – |
| APAAPA Corp | Stock | 31,274 | $112.2 萬 | 0.5% | +31,274 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,199 | $104.9 萬 | 0.4% | +18,199 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,829 | $93.6 萬 | 0.4% | −4,280−14.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,432 | $78.1 萬 | 0.3% | +15,432 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,058 | $59.2 萬 | 0.3% | +7,058 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 3,912 | $55.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,992 | $52.4 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,871 | $51.9 萬 | 0.2% | +1,871 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,980 | $49.4 萬 | 0.2% | +4,980 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 6,880 | $47.7 萬 | 0.2% | +2,018+41.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 878 | $46.2 萬 | 0.2% | +14+1.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,902 | $42.8 萬 | 0.2% | +2,902 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,686 | $39.9 萬 | 0.2% | +3,686 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 2,856 | $39.9 萬 | 0.2% | +239+9.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,605 | $39.1 萬 | 0.2% | +1,605 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 795 | $38.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,970 | $38.2 萬 | 0.2% | +76+2.6% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 3,841 | $37.2 萬 | 0.2% | +3,841 | 新進 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,581 | $35.6 萬 | 0.2% | −11,356−87.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,658 | $34.3 萬 | 0.1% | +94+2.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 960 | $34.0 萬 | 0.1% | +28+3.0% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,474 | $33.9 萬 | 0.1% | +1,474 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 2,418 | $32.1 萬 | 0.1% | +51+2.2% | 加碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 7,070 | $31.4 萬 | 0.1% | −78,422−91.7% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 8,321 | $30.1 萬 | 0.1% | +220+2.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,604 | $30.0 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,240 | $28.7 萬 | 0.1% | +34+2.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,353 | $28.5 萬 | 0.1% | −111−7.6% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,282 | $28.2 萬 | 0.1% | +1,282 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 577 | $25.4 萬 | 0.1% | +577 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 400 | $25.2 萬 | 0.1% | +400 | 新進 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,738 | $25.1 萬 | 0.1% | +1,738 | 新進 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 1,253 | $24.8 萬 | 0.1% | +1,253 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,913 | $24.3 萬 | 0.1% | +2,913 | 新進 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 3,278 | $24.2 萬 | 0.1% | +3,278 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,128 | $23.9 萬 | 0.1% | −330−9.5% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 161 | $22.9 萬 | 0.1% | +161 | 新進 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 1,470 | $22.5 萬 | 0.1% | +1,470 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 385 | $22.4 萬 | 0.1% | +385 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,585 | $22.2 萬 | 0.1% | −479−23.2% | 減碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 2,239 | $22.1 萬 | 0.1% | +2,239 | 新進 | 歷史 |
| IESCIES Holdings, Inc. | COM | 2,755 | $21.8 萬 | 0.1% | +2,755 | 新進 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,544 | $21.6 萬 | 0.1% | +4,544 | 新進 | – |
| ATKRAtkore Inc. | COM | 1,347 | $21.6 萬 | 0.1% | +1,347 | 新進 | 歷史 |
| WLKWestlake Corp | COM | 1,516 | $21.2 萬 | 0.1% | +1,516 | 新進 | 歷史 |
| HDSNHudson Technologies Inc | COM | 15,364 | $20.7 萬 | 0.1% | +15,364 | 新進 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 1,898 | $20.7 萬 | 0.1% | +1,898 | 新進 | 歷史 |
2023 年第 3 季之後清倉（6 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MROMarathon Oil Corp | COM | 49,385 | $132.1 萬 | 1.0% | 歷史 |
| TSCOTractor Supply Co | COM | 5,444 | $110.5 萬 | 0.8% | 歷史 |
| TPRTapestry, Inc. | COM | 31,195 | $89.7 萬 | 0.7% | 歷史 |
| FHNFirst Horizon Corp | COM | 64,340 | $70.9 萬 | 0.5% | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 16,457 | $48.9 萬 | 0.4% | 歷史 |
| SYFSynchrony Financial | COM | 6,963 | $21.3 萬 | 0.2% | 歷史 |