Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/30 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 111
- 較 2024 年第 1 季 −1
- 總值
- $2.86 億
- 較 2024 年第 1 季 +$1,154 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 97,383 | $2,051 萬 | 7.2% | +1,126+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 160,812 | $1,987 萬 | 6.9% | −6,508−3.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,865 | $1,416 萬 | 4.9% | −2,725−6.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 14,195 | $1,207 萬 | 4.2% | −33−0.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,748 | $1,083 萬 | 3.8% | +53+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,643 | $1,075 萬 | 3.8% | +281+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 43,638 | $882.6 萬 | 3.1% | +408+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 41,035 | $812.0 萬 | 2.8% | +659+1.6% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 63,948 | $790.5 萬 | 2.8% | +664+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,463 | $735.8 萬 | 2.6% | +268+1.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,297 | $581.6 萬 | 2.0% | +128+0.9% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 39,946 | $570.2 萬 | 2.0% | +314+0.8% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 154,820 | $551.2 萬 | 1.9% | +2,060+1.3% | 加碼依 2 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 20,218 | $530.7 萬 | 1.9% | +277+1.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,499 | $464.7 萬 | 1.6% | +336+2.6% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 70,238 | $442.7 萬 | 1.5% | +1,084+1.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 37,916 | $433.7 萬 | 1.5% | +887+2.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 12,346 | $420.1 萬 | 1.5% | +181+1.5% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 13,789 | $419.4 萬 | 1.5% | −149−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,517 | $409.0 萬 | 1.4% | +30+0.7% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 19,983 | $400.0 萬 | 1.4% | +710+3.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,914 | $382.3 萬 | 1.3% | +82+1.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,636 | $353.8 萬 | 1.2% | +371+2.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 101,011 | $312.8 萬 | 1.1% | +2,075+2.1% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 19,193 | $312.7 萬 | 1.1% | +108+0.6% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,104 | $311.0 萬 | 1.1% | +141+1.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 7,955 | $307.1 萬 | 1.1% | +197+2.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,962 | $302.9 萬 | 1.1% | +22+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,188 | $282.3 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 16,262 | $281.9 萬 | 1.0% | +270+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,699 | $267.9 萬 | 0.9% | −204−1.2% | 減碼 | – |
| ETNEaton Corp plc | Stock | 8,389 | $263.0 萬 | 0.9% | −3,739−30.8% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 15,016 | $260.5 萬 | 0.9% | +347+2.4% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 22,913 | $244.2 萬 | 0.9% | +1,117+5.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 19,660 | $243.4 萬 | 0.9% | +539+2.8% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 13,708 | $242.1 萬 | 0.8% | +247+1.8% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 40,152 | $239.3 萬 | 0.8% | +595+1.5% | 加碼 | 歷史 |
| MGRCMcGrath Rentcorp | COM | 22,380 | $238.5 萬 | 0.8% | +455+2.1% | 加碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 34,962 | $236.1 萬 | 0.8% | +392+1.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,954 | $228.4 萬 | 0.8% | +251+2.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 19,784 | $227.8 萬 | 0.8% | +3,333+20.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,770 | $221.9 萬 | 0.8% | +1,203+3.8% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 73,727 | $217.1 萬 | 0.8% | +1,484+2.1% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,980 | $208.5 萬 | 0.7% | +484+7.5% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 4,968 | $191.7 萬 | 0.7% | +106+2.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,622 | $188.2 萬 | 0.7% | +6,105+18.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,795 | $175.3 萬 | 0.6% | +520+8.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,274 | $163.8 萬 | 0.6% | −524−13.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 11,133 | $162.7 萬 | 0.6% | +783+7.6% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 33,323 | $157.9 萬 | 0.6% | +941+2.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 7,374 | $145.0 萬 | 0.5% | +303+4.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 34,256 | $134.1 萬 | 0.5% | +439+1.3% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 8,486 | $128.4 萬 | 0.4% | +324+4.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 16,205 | $127.5 萬 | 0.4% | +579+3.7% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,599 | $123.6 萬 | 0.4% | +65+0.4% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 1,465 | $120.0 萬 | 0.4% | −42−2.8% | 減碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 7,449 | $103.8 萬 | 0.4% | +512+7.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,289 | $96.5 萬 | 0.3% | −1,687−11.3% | 減碼 | – |
| UFPTUfp Technologies Inc | COM | 3,641 | $96.1 萬 | 0.3% | +285+8.5% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 4,545 | $95.8 萬 | 0.3% | +427+10.4% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 4,257 | $93.5 萬 | 0.3% | +357+9.2% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,109 | $91.1 萬 | 0.3% | +100+9.9% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 6,206 | $90.6 萬 | 0.3% | +445+7.7% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 11,226 | $90.1 萬 | 0.3% | +793+7.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,735 | $89.6 萬 | 0.3% | +666+3.2% | 加碼 | 歷史 |
| INSWInternational Seaways, Inc. | COM | 14,561 | $86.1 萬 | 0.3% | +1,702+13.2% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 9,670 | $84.4 萬 | 0.3% | +1,228+14.5% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 500 | $84.1 萬 | 0.3% | +42+9.2% | 加碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 5,878 | $83.6 萬 | 0.3% | +698+13.5% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 8,484 | $82.9 萬 | 0.3% | +871+11.4% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 6,599 | $81.6 萬 | 0.3% | +6,599 | 新進 | 歷史 |
| HQYHealthequity, Inc. | COM | 9,056 | $78.1 萬 | 0.3% | +832+10.1% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 7,071 | $76.9 萬 | 0.3% | +823+13.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,275 | $76.4 萬 | 0.3% | −346−2.4% | 減碼 | – |
| WLKWestlake Corp | COM | 5,172 | $74.9 萬 | 0.3% | +573+12.5% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 10,246 | $74.6 萬 | 0.3% | +1,370+15.4% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 12,970 | $74.0 萬 | 0.3% | +1,468+12.8% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,255 | $74.0 萬 | 0.3% | +151+13.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,923 | $72.0 萬 | 0.3% | +11+0.3% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 8,633 | $71.5 萬 | 0.2% | +1,405+19.4% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 9,302 | $69.2 萬 | 0.2% | +2,065+28.5% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,049 | $68.2 萬 | 0.2% | +596+17.3% | 加碼 | 歷史 |
| ATKRAtkore Inc. | COM | 5,011 | $67.6 萬 | 0.2% | +736+17.2% | 加碼 | 歷史 |
| HDSNHudson Technologies Inc | COM | 68,266 | $60.0 萬 | 0.2% | +22,689+49.8% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 4,166 | $54.9 萬 | 0.2% | +545+15.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,643 | $54.0 萬 | 0.2% | −7−0.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 795 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,015 | $51.8 萬 | 0.2% | +32+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,822 | $51.4 萬 | 0.2% | +25+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 996 | $50.2 萬 | 0.2% | −8−0.8% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,674 | $49.2 萬 | 0.2% | +6,674 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,930 | $49.1 萬 | 0.2% | +6,930 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,929 | $47.5 萬 | 0.2% | +24+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 897 | $45.7 萬 | 0.2% | +9+1.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,383 | $43.2 萬 | 0.2% | −1,172−13.7% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 1,564 | $42.1 萬 | 0.1% | +44+2.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,816 | $42.0 萬 | 0.1% | +60+1.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,003 | $41.1 萬 | 0.1% | +38+1.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,608 | $37.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,427 | $36.2 萬 | 0.1% | +15+0.6% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（4 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。