Peterson Wealth Services
- SEC CIK
- 0001906799
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/30 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 215
- 較 2025 年第 4 季 −3
- 總值
- $4.05 億
- 較 2025 年第 4 季 +$1,365 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 | 137,388 | $2,396 萬 | 5.9% | +340+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 93,407 | $2,371 萬 | 5.9% | +496+0.5% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 16,370 | $2,257 萬 | 5.6% | −77−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 49,675 | $2,170 萬 | 5.4% | +771+1.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 43,836 | $1,630 萬 | 4.0% | +644+1.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,897 | $1,468 萬 | 3.6% | +51+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,089 | $1,404 萬 | 3.5% | +143+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,262 | $1,277 萬 | 3.2% | +86+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,059 | $1,251 萬 | 3.1% | +898+1.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 77,116 | $1,128 萬 | 2.8% | +760+1.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 7,349 | $970.7 萬 | 2.4% | +13+0.2% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 192,389 | $937.5 萬 | 2.3% | +2,488+1.3% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 61,861 | $895.7 萬 | 2.2% | +931+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,702 | $848.3 萬 | 2.1% | +390+2.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 84,412 | $811.6 萬 | 2.0% | +78,662+1,368.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,104 | $668.1 萬 | 1.7% | +339+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,284 | $639.8 萬 | 1.6% | +778+4.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 34,732 | $574.3 萬 | 1.4% | +1,375+4.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,686 | $548.8 萬 | 1.4% | +705+4.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 20,402 | $495.0 萬 | 1.2% | +721+3.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 14,206 | $466.8 萬 | 1.2% | +378+2.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,902 | $450.8 萬 | 1.1% | +298+6.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 18,430 | $450.0 萬 | 1.1% | −487−2.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,674 | $439.1 萬 | 1.1% | +422+5.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 35,067 | $435.8 萬 | 1.1% | −689−1.9% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 18,322 | $425.1 萬 | 1.1% | +275+1.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 24,664 | $418.4 萬 | 1.0% | +90.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 26,813 | $394.5 萬 | 1.0% | +562+2.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,478 | $387.8 萬 | 1.0% | +699+5.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 11,665 | $380.2 萬 | 0.9% | +417+3.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 8,510 | $369.3 萬 | 0.9% | +401+4.9% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 18,692 | $365.2 萬 | 0.9% | +639+3.5% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 4,778 | $352.8 萬 | 0.9% | +4,778 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,055 | $343.6 萬 | 0.8% | −104−0.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,510 | $340.1 萬 | 0.8% | +217+2.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 12,198 | $338.9 萬 | 0.8% | +309+2.6% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 21,926 | $329.6 萬 | 0.8% | +21,926 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,741 | $308.3 萬 | 0.8% | +35+0.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 10,044 | $296.6 萬 | 0.7% | +376+3.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,570 | $295.1 萬 | 0.7% | +1,469+12.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,024 | $287.1 萬 | 0.7% | −115−1.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,804 | $255.8 萬 | 0.6% | +483+5.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 18,099 | $237.0 萬 | 0.6% | −965−5.1% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 11,287 | $221.3 萬 | 0.5% | +433+4.0% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 35,791 | $219.0 萬 | 0.5% | +2,465+7.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 13,718 | $210.0 萬 | 0.5% | +1,668+13.8% | 加碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 6,316 | $203.8 萬 | 0.5% | −83−1.3% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,855 | $197.7 萬 | 0.5% | −54−1.1% | 減碼 | 歷史 |
| POWLPowell Industries Inc | Stock | 3,519 | $190.4 萬 | 0.5% | −16−0.5% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 3,535 | $190.2 萬 | 0.5% | +105+3.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 16,057 | $189.8 萬 | 0.5% | +16,020+43,297.3% | 加碼 | 歷史 |
| IESCIES Holdings, Inc. | COM | 3,657 | $174.2 萬 | 0.4% | +364+11.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,903 | $173.5 萬 | 0.4% | +430+17.4% | 加碼 | – |
| PACSPACS Group, Inc. | COM SHS | 53,672 | $172.4 萬 | 0.4% | +854+1.6% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,754 | $169.2 萬 | 0.4% | −30−0.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 33,163 | $166.5 萬 | 0.4% | +1,857+5.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,985 | $162.8 萬 | 0.4% | +2,494+16.1% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 7,856 | $155.4 萬 | 0.4% | −16,117−67.2% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 7,099 | $143.1 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,223 | $133.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,578 | $123.9 萬 | 0.3% | +187+4.3% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 10,960 | $123.1 萬 | 0.3% | +1,506+15.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 42,820 | $122.9 萬 | 0.3% | +4,672+12.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,165 | $113.0 萬 | 0.3% | +973+8.7% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 23,693 | $111.1 萬 | 0.3% | +3,474+17.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,769 | $109.1 萬 | 0.3% | +254+16.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,727 | $107.2 萬 | 0.3% | −259−6.5% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 14,438 | $105.1 萬 | 0.3% | +931+6.9% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 9,261 | $101.5 萬 | 0.3% | +91+1.0% | 加碼 | 歷史 |
| RSReliance, Inc. | COM | 3,313 | $100.7 萬 | 0.2% | +106+3.3% | 加碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 21,587 | $96.8 萬 | 0.2% | +552+2.6% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 7,943 | $92.0 萬 | 0.2% | +261+3.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,621 | $87.4 萬 | 0.2% | −38,799−85.4% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 5,018 | $86.1 萬 | 0.2% | +152+3.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,051 | $82.4 萬 | 0.2% | +314+8.4% | 加碼 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 15,575 | $78.1 萬 | 0.2% | −41,481−72.7% | 減碼 | – |
| ACLSAxcelis Technologies Inc | Stock | 7,889 | $73.4 萬 | 0.2% | +486+6.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 9,651 | $73.4 萬 | 0.2% | +1,383+16.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 1,710 | $71.3 萬 | 0.2% | −178−9.4% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 363 | $68.5 萬 | 0.2% | +23+6.8% | 加碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 19,936 | $68.3 萬 | 0.2% | +2,519+14.5% | 加碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 2,252 | $68.0 萬 | 0.2% | +138+6.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,916 | $65.5 萬 | 0.2% | +790+70.2% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 7,723 | $64.5 萬 | 0.2% | +506+7.0% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 1,833 | $62.6 萬 | 0.2% | +101+5.8% | 加碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 3,219 | $62.3 萬 | 0.2% | +168+5.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,204 | $61.6 萬 | 0.2% | +257+4.3% | 加碼 | – |
| AAONAaon, Inc. | COM PAR $0.004 | 7,186 | $59.5 萬 | 0.1% | +494+7.4% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 9,347 | $58.7 萬 | 0.1% | +3,808+68.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,644 | $58.2 萬 | 0.1% | −443−10.8% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 4,234 | $55.5 萬 | 0.1% | +369+9.5% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,749 | $54.1 萬 | 0.1% | +131+5.0% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 15,154 | $53.8 萬 | 0.1% | +1,080+7.7% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 6,684 | $50.7 萬 | 0.1% | +6,479+3,160.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 576 | $50.3 萬 | 0.1% | −345−37.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,620 | $49.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 7,965 | $48.3 萬 | 0.1% | +397+5.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,645 | $47.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 17,128 | $39.0 萬 | 0.1% | +15,854+1,244.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 912 | $38.8 萬 | 0.1% | +152+20.0% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（8 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MTDRMatador Resources Co | COM | 51,356 | $218.0 萬 | 0.6% | 歷史 |
| BBarrick Mining Corp | Stock | 1,183 | $5.15 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 150 | $2.60 萬 | <0.1% | 歷史 |
| GLDGGoldMining Inc. | COM | 6,891 | $8,614 | <0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 21 | $7,202 | <0.1% | – |
| AWKAmerican Water Works Company, Inc. | Stock | 43 | $5,612 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 20 | $930 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6 | $444 | <0.1% | – |