Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 218
- 較 2025 年第 3 季 +2
- 總值
- $3.91 億
- 較 2025 年第 3 季 −$1,417 萬 (−3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 137,048 | $2,556 萬 | 6.5% | +134,443+5,161.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 92,911 | $2,526 萬 | 6.5% | +91,786+8,158.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 48,904 | $2,386 萬 | 6.1% | +46,641+2,061.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 43,192 | $1,942 萬 | 5.0% | +43,042+28,694.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,846 | $1,606 萬 | 4.1% | +43,200+650.0% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 16,447 | $1,535 萬 | 3.9% | −43,884−72.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,176 | $1,425 萬 | 3.6% | +27,467+200.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,161 | $1,366 萬 | 3.5% | +57,544+3,558.7% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 76,356 | $1,357 萬 | 3.5% | +72,727+2,004.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 13,946 | $1,203 萬 | 3.1% | +10,539+309.3% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 60,930 | $978.5 萬 | 2.5% | +27,313+81.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,312 | $870.2 萬 | 2.2% | +17,287+69,148.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,506 | $798.2 萬 | 2.0% | +15,261+1,225.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 7,336 | $784.8 萬 | 2.0% | −2,548−25.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 21,765 | $763.3 萬 | 2.0% | −15,232−41.2% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 189,901 | $642.8 萬 | 1.6% | +189,869+593,340.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,981 | $549.9 萬 | 1.4% | +14,951+1,451.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 33,357 | $535.1 萬 | 1.4% | +31,851+2,114.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,251 | $511.6 萬 | 1.3% | +24,584+1,474.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,604 | $494.8 萬 | 1.3% | −2,630−36.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 13,828 | $486.0 萬 | 1.2% | −7,246−34.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,252 | $478.7 萬 | 1.2% | +4,398+154.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 19,681 | $455.3 萬 | 1.2% | +18,449+1,497.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 45,420 | $425.2 萬 | 1.1% | +45,260+28,287.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 35,756 | $398.4 萬 | 1.0% | +35,736+178,680.0% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 11,889 | $371.6 萬 | 1.0% | −175,226−93.6% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 18,047 | $366.1 萬 | 0.9% | +17,821+7,885.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 23,973 | $360.4 萬 | 0.9% | +15,229+174.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,779 | $360.0 萬 | 0.9% | +11,432+3,294.5% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 11,248 | $351.1 萬 | 0.9% | +9,314+481.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,706 | $320.9 萬 | 0.8% | +3,446+273.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 8,109 | $310.9 萬 | 0.8% | +8,106+270,200.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 18,917 | $307.7 萬 | 0.8% | −41,827−68.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,655 | $296.7 萬 | 0.8% | +21,750+748.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,293 | $296.0 萬 | 0.8% | +6,191+199.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,159 | $293.0 萬 | 0.7% | −5,965−29.6% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 57,056 | $286.7 萬 | 0.7% | +55,034+2,721.8% | 加碼 | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 18,053 | $283.1 萬 | 0.7% | +16,395+988.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,101 | $276.5 萬 | 0.7% | +11,683+2,795.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 9,668 | $264.0 萬 | 0.7% | +7,664+382.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 12,050 | $250.4 萬 | 0.6% | +11,968+14,595.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,139 | $247.9 萬 | 0.6% | −85,468−90.3% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,064 | $228.3 萬 | 0.6% | −31,520−62.3% | 減碼 | 歷史 |
| MTDRMatador Resources Co | COM | 51,356 | $218.0 萬 | 0.6% | +39,516+333.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,321 | $205.5 萬 | 0.5% | +6,964+513.2% | 加碼 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 52,818 | $202.8 萬 | 0.5% | −31,210−37.1% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 10,854 | $199.7 萬 | 0.5% | +9,847+977.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,006 | $192.2 萬 | 0.5% | +13,132+191.0% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 33,326 | $187.9 萬 | 0.5% | +30,093+930.8% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,430 | $175.1 萬 | 0.4% | +2,329+211.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,473 | $155.1 萬 | 0.4% | +2,338+1,731.9% | 加碼 | – |
| ALABAstera Labs, Inc. | Stock | 9,170 | $152.6 萬 | 0.4% | +590+6.9% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,909 | $150.3 萬 | 0.4% | +4,872+13,167.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,391 | $145.0 萬 | 0.4% | +3,195+267.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,491 | $138.6 萬 | 0.4% | +15,231+5,858.1% | 加碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 20,219 | $134.4 萬 | 0.3% | +20,097+16,473.0% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 6,399 | $134.0 萬 | 0.3% | +2,646+70.5% | 加碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 3,293 | $128.1 萬 | 0.3% | +3,260+9,878.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 31,306 | $127.5 萬 | 0.3% | +24,403+353.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,986 | $124.8 萬 | 0.3% | +2,342+142.5% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7,103 | $123.7 萬 | 0.3% | +5,731+417.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 38,148 | $114.0 萬 | 0.3% | +19,436+103.9% | 加碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 3,535 | $112.7 萬 | 0.3% | +2,436+221.7% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,223 | $110.9 萬 | 0.3% | −6,852−84.9% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,784 | $109.9 萬 | 0.3% | −14,852−68.6% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 13,507 | $100.3 萬 | 0.3% | +1,829+15.7% | 加碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,035 | $97.8 萬 | 0.3% | +21,035 | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 3,207 | $92.6 萬 | 0.2% | +3,103+2,983.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,515 | $91.4 萬 | 0.2% | +990+188.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,192 | $89.8 萬 | 0.2% | +11,069+8,999.2% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 9,454 | $87.4 萬 | 0.2% | +9,454 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 7,682 | $80.1 萬 | 0.2% | −788−9.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,737 | $80.0 萬 | 0.2% | −4,038−51.9% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 4,866 | $78.6 萬 | 0.2% | +3,505+257.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,888 | $73.5 萬 | 0.2% | −1,472−43.8% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 340 | $73.0 萬 | 0.2% | −1,275−78.9% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 1,732 | $67.7 萬 | 0.2% | +1,721+15,645.5% | 加碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 3,051 | $67.7 萬 | 0.2% | −16,040−84.0% | 減碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 2,114 | $67.3 萬 | 0.2% | +1,737+460.7% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 7,217 | $66.1 萬 | 0.2% | +7,197+35,985.0% | 加碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 17,417 | $65.8 萬 | 0.2% | +17,234+9,417.5% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 14,074 | $64.4 萬 | 0.2% | +13,974+13,974.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,087 | $62.8 萬 | 0.2% | +2,197+116.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 921 | $60.2 萬 | 0.2% | −1,086−54.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,619 | $59.9 萬 | 0.2% | −429−20.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 8,268 | $59.5 萬 | 0.2% | +6,893+501.3% | 加碼 | – |
| ACLSAxcelis Technologies Inc | Stock | 7,403 | $59.5 萬 | 0.2% | +7,003+1,750.8% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,947 | $59.4 萬 | 0.2% | +4,987+519.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 2,181 | $57.8 萬 | 0.1% | −1,275−36.9% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 7,568 | $57.5 萬 | 0.1% | −1,897−20.0% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,618 | $56.8 萬 | 0.1% | +1,618+161.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,750 | $53.9 萬 | 0.1% | −21,700−79.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,644 | $51.6 萬 | 0.1% | +1,302+380.7% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 6,692 | $51.0 萬 | 0.1% | +5,046+306.6% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 3,865 | $50.3 萬 | 0.1% | −21,009−84.5% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,997 | $45.0 萬 | 0.1% | +1,658+489.1% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,769 | $44.9 萬 | 0.1% | −3,247−64.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 760 | $39.7 萬 | 0.1% | −1,418−65.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 5,539 | $36.8 萬 | 0.1% | −23,398−80.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,457 | $34.5 萬 | 0.1% | +1,704+97.2% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PEGPublic Service Enterprise Group Inc | COM | 1,448 | $90.1 萬 | 0.2% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,446 | $10.5 萬 | <0.1% | 歷史 |
| TICTIC Solutions, Inc. | COM | 6,517 | $6,123 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 59,001 | $108 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 25 | – | – | 歷史 |