Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 221
- 較 2025 年第 1 季 +15
- 總值
- $3.65 億
- 較 2025 年第 1 季 +$4,223 萬 (+13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 60,310 | $2,644 萬 | 7.2% | −1,464−2.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 147,944 | $2,337 萬 | 6.4% | +611+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 97,388 | $1,998 萬 | 5.5% | −2,555−2.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 51,137 | $1,483 萬 | 4.1% | +344+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 45,024 | $1,430 萬 | 3.9% | +8,410+23.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,616 | $1,348 萬 | 3.7% | +72+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,418 | $1,304 萬 | 3.6% | +634+1.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 43,397 | $1,196 萬 | 3.3% | +402+0.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 85,560 | $1,166 萬 | 3.2% | −245−0.3% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 19,202 | $1,030 萬 | 2.8% | +93+0.5% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 61,333 | $940.7 萬 | 2.6% | +735+1.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,420 | $846.2 萬 | 2.3% | +59+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,746 | $832.9 萬 | 2.3% | +271+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,219 | $788.9 萬 | 2.2% | +100+0.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 7,557 | $605.6 萬 | 1.7% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 33,233 | $605.3 萬 | 1.7% | +1,135+3.5% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 185,794 | $583.4 萬 | 1.6% | +5,079+2.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,476 | $578.9 萬 | 1.6% | +418+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,631 | $573.1 萬 | 1.6% | +271+1.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 61,457 | $551.5 萬 | 1.5% | +1,268+2.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 13,417 | $530.8 萬 | 1.5% | +168+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,884 | $508.1 萬 | 1.4% | +98+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 18,821 | $433.0 萬 | 1.2% | +444+2.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 28,261 | $388.3 萬 | 1.1% | +2,999+11.9% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 17,987 | $375.4 萬 | 1.0% | +155+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,169 | $363.4 萬 | 1.0% | +597+1.6% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 11,685 | $360.1 萬 | 1.0% | +207+1.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,600 | $358.6 萬 | 1.0% | +84+1.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,556 | $341.1 萬 | 0.9% | +225+2.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 8,077 | $339.6 萬 | 0.9% | +183+2.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,546 | $337.3 萬 | 0.9% | +11,546 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 11,291 | $327.1 萬 | 0.9% | +247+2.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 19,417 | $322.5 萬 | 0.9% | +442+2.3% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 62,154 | $296.6 萬 | 0.8% | +2,029+3.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,399 | $271.8 萬 | 0.7% | −505−10.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 9,846 | $271.4 萬 | 0.7% | +176+1.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,791 | $267.3 萬 | 0.7% | +689+2.9% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 15,405 | $250.0 萬 | 0.7% | +407+2.7% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 10,230 | $243.0 萬 | 0.7% | +582+6.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,425 | $237.6 萬 | 0.7% | +236+2.9% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 10,897 | $237.5 萬 | 0.7% | +215+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,292 | $233.6 萬 | 0.6% | +310+2.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,417 | $224.1 萬 | 0.6% | +250+2.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,668 | $216.6 萬 | 0.6% | +11,443+5,085.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 20,497 | $216.5 萬 | 0.6% | +293+1.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 33,489 | $192.9 萬 | 0.5% | +1,084+3.3% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 23,402 | $190.5 萬 | 0.5% | +516+2.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 21,335 | $186.0 萬 | 0.5% | +640+3.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 42,942 | $153.3 萬 | 0.4% | +1,224+2.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,418 | $137.8 萬 | 0.4% | +87+2.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 30,506 | $132.0 萬 | 0.4% | +959+3.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,266 | $128.7 萬 | 0.4% | +27+1.2% | 加碼 | – |
| STRLSterling Infrastructure, Inc. | COM | 5,051 | $116.5 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 3,403 | $111.5 萬 | 0.3% | +141+4.3% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7,225 | $111.4 萬 | 0.3% | −30.0% | 減碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 3,698 | $109.5 萬 | 0.3% | +143+4.0% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 8,748 | $108.9 萬 | 0.3% | +19+0.2% | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 3,197 | $100.4 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,973 | $100.0 萬 | 0.3% | +15+0.1% | 加碼 | – |
| KNSLKinsale Capital Group, Inc. | Stock | 1,875 | $90.7 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,239 | $90.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 10,705 | $90.1 萬 | 0.2% | +462+4.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,890 | $88.5 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 17,774 | $87.1 萬 | 0.2% | +471+2.7% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 6,492 | $86.0 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 10,229 | $83.7 萬 | 0.2% | −8−0.1% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,594 | $83.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 8,938 | $80.8 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,844 | $80.7 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 7,695 | $79.4 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 3,199 | $78.1 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,229 | $77.6 萬 | 0.2% | +14+0.1% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,918 | $76.4 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,863 | $75.4 萬 | 0.2% | +430+4.1% | 加碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 3,570 | $75.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 555 | $74.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCBrunswick Corp | COM | 13,366 | $73.8 萬 | 0.2% | −233−1.7% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 6,938 | $72.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 15,566 | $72.2 萬 | 0.2% | +13,715+741.0% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,258 | $71.3 萬 | 0.2% | +11+0.9% | 加碼 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 53,327 | $68.9 萬 | 0.2% | +2,167+4.2% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 3,774 | $68.4 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,859 | $68.0 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 8,985 | $64.7 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 331 | $64.7 萬 | 0.2% | +3+0.9% | 加碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 9,154 | $63.8 萬 | 0.2% | +23+0.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,135 | $58.2 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,688 | $56.4 萬 | 0.2% | +149+2.7% | 加碼 | – |
| ATKRAtkore Inc. | COM | 7,902 | $55.8 萬 | 0.2% | +38+0.5% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 3,554 | $52.4 萬 | 0.1% | +3,554 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 939 | $52.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,664 | $52.0 萬 | 0.1% | +14+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,615 | $51.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,098 | $50.6 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 949 | $50.2 萬 | 0.1% | +946+31,533.3% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 6,777 | $50.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 5,527 | $48.2 萬 | 0.1% | +2,003+56.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 6,824 | $46.4 萬 | 0.1% | +134+2.0% | 加碼 | – |
| IDCCInterDigital, Inc. | COM | 2,002 | $44.9 萬 | 0.1% | +2,002 | 新進 | 歷史 |
| STESTERIS plc | SHS USD | 1,724 | $41.4 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 25,384 | $227.8 萬 | 0.7% | 歷史 |
| CSXCSX Corp | Stock | 1,125 | $3.31 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 54 | $1.47 萬 | <0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15 | $2,910 | <0.1% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 4 | $323 | <0.1% | 歷史 |