Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/4 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 216
- 較 2025 年第 2 季 −5
- 總值
- $4.05 億
- 較 2025 年第 2 季 +$4,021 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,263 | $2,830 萬 | 7.0% | −58,047−96.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,605 | $2,739 萬 | 6.8% | −145,339−98.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,125 | $2,409 萬 | 5.9% | −96,263−98.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 150 | $2,003 萬 | 4.9% | −44,874−99.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,646 | $1,596 萬 | 3.9% | −44,491−87.0% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 60,331 | $1,544 萬 | 3.8% | +41,129+214.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,629 | $1,533 萬 | 3.8% | −81,931−95.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,709 | $1,411 萬 | 3.5% | −29,688−68.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,617 | $1,305 萬 | 3.2% | −57,801−97.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,407 | $1,264 萬 | 3.1% | −10,209−75.0% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 33,617 | $1,054 萬 | 2.6% | −27,716−45.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25 | $878.1 萬 | 2.2% | −17,395−99.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,245 | $861.1 萬 | 2.1% | −15,501−92.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,667 | $742.4 萬 | 1.8% | −24,809−93.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 36,997 | $738.6 萬 | 1.8% | +14,778+66.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 9,884 | $729.4 萬 | 1.8% | +2,327+30.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,030 | $638.9 萬 | 1.6% | −14,601−93.4% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 32 | $598.0 萬 | 1.5% | −185,762−100.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 160 | $570.7 萬 | 1.4% | −61,297−99.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,506 | $542.7 萬 | 1.3% | −31,727−95.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,854 | $504.8 萬 | 1.2% | −4,030−58.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 21,074 | $497.0 萬 | 1.2% | +7,657+57.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,232 | $451.3 萬 | 1.1% | −17,589−93.5% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 226 | $443.6 萬 | 1.1% | −17,761−98.7% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 8,744 | $414.1 萬 | 1.0% | −19,517−69.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 187,115 | $410.2 萬 | 1.0% | +175,430+1,501.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20 | $381.3 萬 | 0.9% | −37,149−99.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 60,744 | $372.0 萬 | 0.9% | +41,327+212.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3 | $369.3 萬 | 0.9% | −8,074−100.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 347 | $359.8 萬 | 0.9% | −11,199−97.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,102 | $354.2 萬 | 0.9% | −6,454−67.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,234 | $351.0 萬 | 0.9% | +2,634+57.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,934 | $318.5 萬 | 0.8% | −9,357−82.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,260 | $305.8 萬 | 0.8% | −3,139−71.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,905 | $280.5 萬 | 0.7% | −21,886−88.3% | 減碼 | 歷史 |
| MTDRMatador Resources Co | COM | 11,840 | $272.9 萬 | 0.7% | −50,314−81.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 418 | $272.0 萬 | 0.7% | −11,250−96.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,124 | $263.2 萬 | 0.6% | +4,832+31.6% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,004 | $263.0 萬 | 0.6% | −7,842−79.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,357 | $231.0 萬 | 0.6% | −7,068−83.9% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 94,607 | $229.5 萬 | 0.6% | +85,190+904.6% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,658 | $225.0 萬 | 0.6% | −13,747−89.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 50,584 | $221.3 萬 | 0.5% | +30,087+146.8% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,007 | $206.8 萬 | 0.5% | −9,890−90.8% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 3,233 | $204.4 萬 | 0.5% | −30,256−90.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,874 | $203.4 萬 | 0.5% | −14,461−67.8% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 82 | $201.6 萬 | 0.5% | −10,148−99.2% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 8,580 | $193.5 萬 | 0.5% | −358−4.0% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 37 | $170.4 萬 | 0.4% | −5,014−99.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,196 | $159.1 萬 | 0.4% | −3,222−72.9% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 122 | $154.3 萬 | 0.4% | −23,280−99.5% | 減碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 33 | $149.6 萬 | 0.4% | −3,665−99.1% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,101 | $143.9 萬 | 0.4% | −2,302−67.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 135 | $138.6 萬 | 0.3% | −2,131−94.0% | 減碼 | – |
| CMCSAComcast Corp | Stock | 18,712 | $135.3 萬 | 0.3% | −24,230−56.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,903 | $134.7 萬 | 0.3% | −23,603−77.4% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 1,372 | $125.0 萬 | 0.3% | −5,853−81.0% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 9,465 | $115.8 萬 | 0.3% | +717+8.2% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 8,075 | $114.7 萬 | 0.3% | +6,836+551.7% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 3,753 | $110.9 萬 | 0.3% | −2,739−42.2% | 減碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 1,099 | $109.8 萬 | 0.3% | −2,471−69.2% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 21,636 | $104.1 萬 | 0.3% | +14,746+214.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 260 | $103.3 萬 | 0.3% | −11,713−97.8% | 減碼 | – |
| SMCISuper Micro Computer, Inc. | Stock | 341 | $101.0 萬 | 0.2% | −17,433−98.1% | 減碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 0 | $100.5 萬 | 0.2% | −21,229−100.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,644 | $99.3 萬 | 0.2% | −2,215−57.4% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 100 | $92.8 萬 | 0.2% | −15,466−99.4% | 減碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 400 | $92.3 萬 | 0.2% | −8,754−95.6% | 減碼 | 歷史 |
| RSReliance, Inc. | COM | 104 | $90.8 萬 | 0.2% | −3,093−96.7% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 1,448 | $90.1 萬 | 0.2% | −9,257−86.5% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 11,678 | $86.7 萬 | 0.2% | −1,688−12.6% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 8,470 | $83.3 萬 | 0.2% | +775+10.1% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 1,361 | $83.2 萬 | 0.2% | −3,557−72.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 123 | $82.2 萬 | 0.2% | −10,740−98.9% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 11 | $80.7 萬 | 0.2% | −1,864−99.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 3,360 | $79.8 萬 | 0.2% | +1,516+82.2% | 加碼 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 84,028 | $78.2 萬 | 0.2% | +30,701+57.6% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,904 | $75.5 萬 | 0.2% | +310+8.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 525 | $75.1 萬 | 0.2% | −733−58.3% | 減碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 377 | $73.7 萬 | 0.2% | −1,625−81.2% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 20 | $69.1 萬 | 0.2% | −6,918−99.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,745 | $68.9 萬 | 0.2% | +2,190+394.6% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 1,646 | $67.9 萬 | 0.2% | −5,131−75.7% | 減碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 19,091 | $67.1 萬 | 0.2% | +15,892+496.8% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 116 | $62.2 萬 | 0.2% | −3,658−96.9% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,615 | $61.3 萬 | 0.2% | +1,284+387.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,775 | $60.7 萬 | 0.1% | +4,111+112.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,890 | $60.7 萬 | 0.1% | −2,208−53.9% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $59.3 萬 | 0.1% | −839−45.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,007 | $58.5 萬 | 0.1% | +1,058+111.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 960 | $56.4 萬 | 0.1% | −4,728−83.1% | 減碼 | – |
| LNTHLantheus Holdings, Inc. | Stock | 13 | $56.2 萬 | 0.1% | −10,216−99.9% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 24,874 | $54.3 萬 | 0.1% | +21,320+599.9% | 加碼 | 歷史 |
| ATKRAtkore Inc. | COM | 788 | $53.8 萬 | 0.1% | −7,114−90.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,048 | $53.7 萬 | 0.1% | +433+26.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,456 | $51.6 萬 | 0.1% | +1,321+61.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 1,375 | $50.4 萬 | 0.1% | −5,449−79.9% | 減碼 | – |
| HUBSHubSpot Inc | COM | 3,761 | $48.2 萬 | 0.1% | +2,822+300.5% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 367 | $47.8 萬 | 0.1% | −8,618−95.9% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,016 | $43.8 萬 | 0.1% | +3,292+191.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（19 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNPRJuniper Networks Inc | COM | 4,758 | $19.0 萬 | 0.1% | 歷史 |
| BVBrightView Holdings, Inc. | COM | 7,040 | $11.7 萬 | <0.1% | 歷史 |
| ICUIIcu Medical Inc | COM | 200 | $2.64 萬 | <0.1% | 歷史 |
| MRPMillrose Properties, Inc. | COM CL A | 580 | $1.65 萬 | <0.1% | 歷史 |
| NVEENV5 Global, Inc. | COM | 400 | $9,236 | <0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 213 | $9,191 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 3 | $1,172 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10 | $1,134 | <0.1% | 歷史 |
| IBOCInternational Bancshares Corp | COM | 16 | $1,065 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 14 | $1,040 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 6 | $961 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 22 | $954 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 2 | $933 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 3 | $845 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 2 | $756 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 2 | $688 | <0.1% | 歷史 |
| VSTVistra Corp. | Stock | 3 | $582 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1 | $526 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 5 | $112 | <0.1% | 歷史 |