Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 217
- 較 2024 年第 3 季 −1
- 總值
- $3.33 億
- 較 2024 年第 3 季 +$2,000 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 98,047 | $2,455 萬 | 7.4% | −747−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 158,711 | $2,131 萬 | 6.4% | −2,010−1.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 52,092 | $2,104 萬 | 6.3% | +10,370+24.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 33,414 | $1,371 萬 | 4.1% | −1,165−3.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 14,282 | $1,309 萬 | 3.9% | −261−1.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 56,087 | $1,300 萬 | 3.9% | +315+0.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 56,729 | $1,245 萬 | 3.7% | −87−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,640 | $1,190 萬 | 3.6% | +4,469+9.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 65,741 | $1,021 萬 | 3.1% | −231−0.4% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 19,057 | $808.1 萬 | 2.4% | −260−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,740 | $758.8 萬 | 2.3% | +1,959+13.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,867 | $691.1 萬 | 2.1% | +396+1.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,571 | $656.3 萬 | 2.0% | −165−1.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,596 | $567.8 萬 | 1.7% | +419+3.0% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 167,004 | $515.5 萬 | 1.5% | +4,825+3.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 12,828 | $461.9 萬 | 1.4% | +68+0.5% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 19,837 | $409.2 萬 | 1.2% | +18+0.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 52,767 | $399.1 萬 | 1.2% | +52,753+376,807.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,773 | $382.5 萬 | 1.1% | +439+2.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,129 | $370.9 萬 | 1.1% | −125−1.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | – | $367.1 萬 | 1.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,347 | $361.5 萬 | 1.1% | +6,347 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 35,808 | $355.1 萬 | 1.1% | −4,258−10.6% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | – | $355.0 萬 | 1.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 21,507 | $352.4 萬 | 1.1% | +104+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,378 | $338.0 萬 | 1.0% | −239−5.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 7,295 | $337.2 萬 | 1.0% | −598−7.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,648 | $330.7 萬 | 1.0% | +194+3.6% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,663 | $320.4 萬 | 1.0% | +136+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 35,147 | $317.6 萬 | 1.0% | +985+2.9% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 8,044 | $307.6 萬 | 0.9% | +149+1.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,192 | $304.3 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,624 | $286.2 萬 | 0.9% | +230+2.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 10,079 | $278.5 萬 | 0.8% | +544+5.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 16,791 | $273.6 萬 | 0.8% | −52−0.3% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 14,464 | $255.1 萬 | 0.8% | +130+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,603 | $247.2 萬 | 0.7% | −171−1.2% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 17,517 | $244.4 萬 | 0.7% | +887+5.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 22,105 | $237.8 萬 | 0.7% | +1,097+5.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 7,607 | $220.6 萬 | 0.7% | +362+5.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,479 | $213.7 萬 | 0.6% | +113+0.5% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 37,236 | $209.5 萬 | 0.6% | −5,608−13.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 8,687 | $201.7 萬 | 0.6% | +540+6.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,111 | $189.6 萬 | 0.6% | +669+5.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,733 | $188.8 萬 | 0.6% | +63+1.7% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 9,873 | $184.3 萬 | 0.6% | +638+6.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,274 | $176.4 萬 | 0.5% | −25−0.8% | 減碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 34,713 | $173.9 萬 | 0.5% | +33,036+1,969.9% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 8,135 | $172.8 萬 | 0.5% | +313+4.0% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 20,937 | $169.1 萬 | 0.5% | +776+3.8% | 加碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 8,110 | $163.0 萬 | 0.5% | +100+1.2% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,449 | $153.5 萬 | 0.5% | +258+1.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,828 | $147.1 萬 | 0.4% | +8,828 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 27,411 | $146.4 萬 | 0.4% | +27,411 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 18,254 | $145.8 萬 | 0.4% | +686+3.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 37,908 | $142.3 萬 | 0.4% | +1,553+4.3% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 11,109 | $130.7 萬 | 0.4% | +377+3.5% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 580 | $122.6 萬 | 0.4% | +26+4.7% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 9,121 | $120.8 萬 | 0.4% | +9,121 | 新進 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 12,746 | $114.0 萬 | 0.3% | +596+4.9% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,577 | $109.9 萬 | 0.3% | +90+6.1% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 8,802 | $103.4 萬 | 0.3% | −671−7.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,694 | $102.8 萬 | 0.3% | +2,064+8.7% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7,665 | $101.8 萬 | 0.3% | +382+5.2% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 10,507 | $100.8 萬 | 0.3% | +509+5.1% | 加碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 4,099 | $100.2 萬 | 0.3% | +163+4.1% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 4,999 | $99.7 萬 | 0.3% | +261+5.5% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 8,617 | $99.6 萬 | 0.3% | +528+6.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,344 | $93.8 萬 | 0.3% | −10−0.1% | 減碼 | – |
| RSReliance, Inc. | COM | 3,329 | $89.6 萬 | 0.3% | +194+6.2% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 1,910 | $88.9 萬 | 0.3% | +1,910 | 新進 | 歷史 |
| BCBrunswick Corp | COM | 13,268 | $85.8 萬 | 0.3% | +847+6.8% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,951 | $83.4 萬 | 0.3% | +4,951 | 新進 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,953 | $82.1 萬 | 0.2% | +308+6.6% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,320 | $78.1 萬 | 0.2% | +84+6.8% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,788 | $77.1 萬 | 0.2% | +6,788 | 新進 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 4,487 | $74.8 萬 | 0.2% | −261−5.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,897 | $73.8 萬 | 0.2% | +475+13.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,205 | $73.7 萬 | 0.2% | +89+4.2% | 加碼 | 歷史 |
| WLKWestlake Corp | COM | 6,400 | $73.4 萬 | 0.2% | +484+8.2% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,246 | $69.7 萬 | 0.2% | +1,044+14.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,857 | $68.6 萬 | 0.2% | +118+6.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,075 | $68.3 萬 | 0.2% | −178−1.3% | 減碼 | – |
| NEENextera Energy Inc | Stock | 8,622 | $61.8 萬 | 0.2% | +841+10.8% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 4,907 | $61.6 萬 | 0.2% | −431−8.1% | 減碼 | 歷史 |
| ATKRAtkore Inc. | COM | 6,847 | $57.1 萬 | 0.2% | +757+12.4% | 加碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 7,693 | $53.8 萬 | 0.2% | +868+12.7% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,322 | $49.5 萬 | 0.1% | +94+2.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 555 | $49.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,080 | $49.3 萬 | 0.1% | +269+7.1% | 加碼 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 37,248 | $48.8 萬 | 0.1% | +37,248 | 新進 | 歷史 |
| MUSAMurphy USA Inc. | COM | 956 | $48.0 萬 | 0.1% | +956 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,612 | $47.8 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,317 | $45.6 萬 | 0.1% | −37−0.5% | 減碼 | – |
| FISVFiserv Inc | Stock | 2,158 | $44.3 萬 | 0.1% | −353−14.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,547 | $42.8 萬 | 0.1% | +344+10.7% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,998 | $41.5 萬 | 0.1% | +230+13.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 736 | $36.7 萬 | 0.1% | +67+10.0% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,860 | $36.6 萬 | 0.1% | +305+19.6% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,709 | $35.9 萬 | 0.1% | +153+9.8% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（19 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 5,320 | $207.0 萬 | 0.7% | 歷史 |
| APAAPA Corp | Stock | 79,014 | $193.3 萬 | 0.6% | 歷史 |
| CROXCrocs, Inc. | COM | 6,953 | $100.7 萬 | 0.3% | 歷史 |
| MGPIMGP Ingredients Inc | COM | 10,640 | $88.6 萬 | 0.3% | 歷史 |
| INSWInternational Seaways, Inc. | COM | 16,761 | $86.4 萬 | 0.3% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 1,834 | $76.4 萬 | 0.2% | 歷史 |
| HDSNHudson Technologies Inc | COM | 81,554 | $68.0 萬 | 0.2% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 15,978 | $50.1 萬 | 0.2% | 歷史 |
| MROMarathon Oil Corp | COM | 7,038 | $18.7 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 2,069 | $18.3 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 150 | $7.43 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 205 | $5.10 萬 | <0.1% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 167 | $4.83 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 500 | $4.19 萬 | <0.1% | 歷史 |
| LRCXLam Research Corp | COM | 43 | $3.51 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 35 | $1.11 萬 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 183 | $9,117 | <0.1% | 歷史 |
| AGNTAGNT, Inc. | COM | 307 | $4,326 | <0.1% | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 30 | $1,250 | <0.1% | 歷史 |