Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 218
- 較 2024 年第 2 季 +107
- 總值
- $3.13 億
- 較 2024 年第 2 季 +$2,695 萬 (+9.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98,794 | $2,302 萬 | 7.4% | +1,411+1.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 160,721 | $1,952 萬 | 6.2% | −91−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 34,579 | $1,328 萬 | 4.2% | −3,286−8.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 14,543 | $1,289 萬 | 4.1% | +348+2.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 41,722 | $1,092 萬 | 3.5% | +687+1.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 56,816 | $1,059 萬 | 3.4% | +1,173+2.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 55,772 | $962.1 萬 | 3.1% | −11,708−17.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 45,171 | $952.5 萬 | 3.0% | +1,533+3.5% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 65,972 | $807.9 萬 | 2.6% | +2,024+3.2% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 19,317 | $754.0 萬 | 2.4% | +5,528+40.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,781 | $680.3 萬 | 2.2% | +484+3.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,736 | $677.1 萬 | 2.2% | −727−4.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 21,471 | $590.3 萬 | 1.9% | +1,253+6.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,177 | $574.5 萬 | 1.8% | +678+5.0% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 162,179 | $538.6 萬 | 1.7% | +7,359+4.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 6,459 | $538.2 萬 | 1.7% | +3,497+118.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 41,254 | $491.2 萬 | 1.6% | +1,308+3.3% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 12,760 | $461.0 萬 | 1.5% | +414+3.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,254 | $448.7 萬 | 1.4% | +340+4.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 40,066 | $421.8 萬 | 1.3% | +2,150+5.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,617 | $409.1 萬 | 1.3% | +100+2.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,334 | $402.6 萬 | 1.3% | +698+4.5% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 74,231 | $382.6 萬 | 1.2% | +3,993+5.7% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 21,403 | $369.0 萬 | 1.2% | +1,420+7.1% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 7,893 | $354.9 萬 | 1.1% | −62−0.8% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 19,819 | $348.9 萬 | 1.1% | +626+3.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 16,843 | $329.1 萬 | 1.1% | +581+3.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,454 | $312.2 萬 | 1.0% | +4,458+447.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,190 | $297.8 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,527 | $285.3 萬 | 0.9% | +423+4.2% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 14,334 | $284.7 萬 | 0.9% | +626+4.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,394 | $278.2 萬 | 0.9% | +5+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,162 | $275.9 萬 | 0.9% | +1,392+4.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 9,535 | $275.0 萬 | 0.9% | +581+6.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 16,630 | $270.9 萬 | 0.9% | +1,614+10.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,774 | $257.9 萬 | 0.8% | −1,925−11.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 21,008 | $246.3 萬 | 0.8% | +1,224+6.2% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 24,623 | $243.2 萬 | 0.8% | +1,710+7.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,366 | $242.6 萬 | 0.8% | +1,706+8.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 7,245 | $215.7 萬 | 0.7% | +450+6.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,670 | $214.6 萬 | 0.7% | +2,773+309.1% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 7,895 | $214.2 萬 | 0.7% | +915+13.1% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 42,844 | $211.7 萬 | 0.7% | +2,692+6.7% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 5,320 | $207.0 萬 | 0.7% | +352+7.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,442 | $201.6 萬 | 0.6% | +1,309+11.8% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 79,014 | $193.3 萬 | 0.6% | +5,287+7.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,822 | $180.0 萬 | 0.6% | +7,822 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 8,147 | $179.8 萬 | 0.6% | +773+10.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,299 | $174.1 萬 | 0.6% | +25+0.8% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 20,161 | $168.8 萬 | 0.5% | +20,161 | 新進 | 歷史 |
| IESCIES Holdings, Inc. | COM | 8,010 | $159.9 萬 | 0.5% | +561+7.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,568 | $158.2 萬 | 0.5% | +1,363+8.4% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 40,315 | $157.7 萬 | 0.5% | +6,992+21.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 36,355 | $151.9 萬 | 0.5% | +2,099+6.1% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 9,235 | $151.6 萬 | 0.5% | +749+8.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,191 | $148.9 萬 | 0.5% | +592+3.2% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 12,150 | $133.3 萬 | 0.4% | +924+8.2% | 加碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 3,936 | $124.7 萬 | 0.4% | +295+8.1% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 10,732 | $115.7 萬 | 0.4% | +1,062+11.0% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,236 | $114.3 萬 | 0.4% | +127+11.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 23,630 | $106.1 萬 | 0.3% | +1,895+8.7% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7,283 | $104.8 萬 | 0.3% | +684+10.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,354 | $104.2 萬 | 0.3% | +65+0.5% | 加碼 | – |
| BCBrunswick Corp | COM | 12,421 | $104.1 萬 | 0.3% | +2,175+21.2% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 9,473 | $103.9 萬 | 0.3% | +989+11.7% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 554 | $102.0 萬 | 0.3% | +54+10.8% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 6,953 | $100.7 萬 | 0.3% | +747+12.0% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 4,748 | $98.5 萬 | 0.3% | +491+11.5% | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 3,135 | $90.7 萬 | 0.3% | +3,135 | 新進 | 歷史 |
| WLKWestlake Corp | COM | 5,916 | $88.9 萬 | 0.3% | +744+14.4% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,645 | $88.8 萬 | 0.3% | +596+14.7% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 10,640 | $88.6 萬 | 0.3% | +1,338+14.4% | 加碼 | 歷史 |
| INSWInternational Seaways, Inc. | COM | 16,761 | $86.4 萬 | 0.3% | +2,200+15.1% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 8,089 | $85.1 萬 | 0.3% | +1,018+14.4% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 9,998 | $81.8 萬 | 0.3% | +942+10.4% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,487 | $79.0 萬 | 0.3% | +232+18.5% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 4,738 | $78.2 萬 | 0.2% | +572+13.7% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 1,834 | $76.4 萬 | 0.2% | +369+25.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,253 | $76.1 萬 | 0.2% | −1,022−7.2% | 減碼 | – |
| ACLSAxcelis Technologies Inc | Stock | 6,825 | $71.6 萬 | 0.2% | +947+16.1% | 加碼 | 歷史 |
| HDSNHudson Technologies Inc | COM | 81,554 | $68.0 萬 | 0.2% | +13,288+19.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,739 | $67.6 萬 | 0.2% | +96+5.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,781 | $65.8 萬 | 0.2% | +851+12.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,926 | $65.6 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 7,202 | $64.2 萬 | 0.2% | +528+7.9% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 5,338 | $58.2 萬 | 0.2% | +793+17.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,116 | $57.9 萬 | 0.2% | +101+5.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,422 | $56.7 萬 | 0.2% | +600+21.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,203 | $52.6 萬 | 0.2% | +274+9.4% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,228 | $51.9 萬 | 0.2% | +225+7.5% | 加碼 | 歷史 |
| ATKRAtkore Inc. | COM | 6,090 | $51.6 萬 | 0.2% | +1,079+21.5% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 15,978 | $50.1 萬 | 0.2% | +3,008+23.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,354 | $45.8 萬 | 0.1% | −29−0.4% | 減碼 | – |
| FISVFiserv Inc | Stock | 2,511 | $45.1 萬 | 0.1% | +84+3.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,811 | $44.8 萬 | 0.1% | −5−0.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,610 | $43.7 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,768 | $42.4 萬 | 0.1% | +204+13.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 555 | $39.4 萬 | 0.1% | −240−30.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,527 | $37.0 萬 | 0.1% | +206+15.6% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,556 | $37.0 萬 | 0.1% | +119+8.3% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。