Peterson Wealth Advisors, LLC — Q2 2021 13F 持股

Name: Peterson Wealth Advisors, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001713558

申报总市值

US$7.5亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	33.29%	-0.10%	+7.53%
2	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	10.97%	+0.01%	+12.56%
3	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	7.70%	+0.08%	+7.96%
4	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	7.60%	-0.28%	+6.25%
5	JPST	Jpmorgan Ultra-short Income	ETF-其他	7.10%	-0.31%	+16.55%
6	USRT	Ishares Core US Reit ETF	ETF-其他	4.38%	—	+9.64%
7	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	4.18%	—	-5.54%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.42%	-0.15%	-2.17%
9	JPIB	Jpmorgan Intl Bnd ETF	ETF-其他	2.37%	+0.03%	+13.25%
10	EMLP	First Trust North American E	ETF-其他	2.34%	—	+10.19%
11	BBHY	Jpmorgan Betabuilders Usd Hi	ETF-其他	2.00%	—	+12.55%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.89%	-0.38%	-1.36%
13	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.60%	-0.07%	+0.04%
14	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	1.16%	+1.78%	+4.60%
15	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.93%	+0.01%	-0.95%
16	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.92%	—	—
17	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	0.78%	-0.05%	-0.16%
18	VB	Vanguard Small-cap ETF	ETF-其他	0.77%	-0.02%	+7.11%
19	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.76%	-0.04%	-3.89%
20	AAPL	Apple INC	股票-科技	0.65%	-0.03%	+2.04%
21	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.41%	—	+5.17%
22	MSFT	Microsoft CORP	股票-科技	0.40%	-0.08%	-4.70%
23	VO	Vanguard Mid-cap ETF	ETF-其他	0.40%	—	-0.81%
24	EFA	Ishares Msci Eafe ETF	ETF-其他	0.28%	—	—
25	HD	Home Depot INC	股票-周期性消费	0.27%	—	—
26	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.26%	-0.04%	+1.27%
27	AMZN	Amazon.com INC	股票-周期性消费	0.24%	-0.01%	+5.38%
28	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.24%	—	—
29	QTEC	First Trust Nasdq 100 Tech I	ETF-科技型	0.24%	—	+0.31%
30	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.24%	—	—
31	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.23%	—	+1.72%
32	VV	Vanguard Large-cap ETF	ETF-其他	0.22%	—	+1.75%
33	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.22%	—	—
34	SCHH	Schwab US Reit ETF	ETF-其他	0.21%	—	-2.17%
35	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.20%	—	+0.13%
36	WMT	Walmart INC	股票-非周期性消费	0.19%	+0.01%	-11.26%
37	COST	Costco Wholesale CORP	股票-非周期性消费	0.19%	+0.02%	—
38	VNQ	Vanguard Real Estate ETF	ETF-其他	0.17%	-0.29%	-0.25%
39	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-科技型	0.15%	—	—
40	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.14%	—	-0.04%
41	TSLA	Tesla INC	股票-周期性消费	0.14%	-0.02%	-1.71%
42	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.13%	—	—
43	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.12%	—	—
44	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.11%	-0.03%	-0.24%
45	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.11%	—	—
46	FVD	First Trust Value Line Dvd	ETF-其他	0.10%	—	—
47	META	Meta Platforms Inc-class A	股票-通信服务	0.10%	-0.01%	+9.66%
48	ABBV	Abbvie INC	股票-医疗保健	0.09%	—	+10.89%
49	ITB	Ishares U.s. Home Constructi	ETF-其他	0.09%	—	—
50	ROBT	First Trust Nasdaq Artificia	ETF-科技型	0.08%	—	—

1–50 of 53

本季持股变动

Peterson Wealth Advisors, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	EXIT	清仓
2	EFAV	Ishares Msci Eafe Min Vol Fa	—	EXIT	清仓
3	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	EXIT	清仓
4	SPSM	Ss Spdr P S&p 600 Small Cap	—	EXIT	清仓
5	JPST	Jpmorgan Ultra-short Income	—	EXIT	清仓
6	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	EXIT	清仓
7	USRT	Ishares Core US Reit ETF	—	EXIT	清仓
8	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
9	JPIB	Jpmorgan Intl Bnd ETF	—	EXIT	清仓
10	EMLP	First Trust North American E	—	EXIT	清仓
11	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
12	BBHY	Jpmorgan Betabuilders Usd Hi	—	EXIT	清仓
13	IVW	Ishares S&p 500 Growth ETF	—	EXIT	清仓
14	SPDW	Ste Str Spdr Pt Dw EU ETF	—	EXIT	清仓
15	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
16	SCHM	Schwab US Mid Cap ETF	—	EXIT	清仓
17	IDEV	Ishares Core Msci Dev Mkts	—	EXIT	清仓
18	VB	Vanguard Small-cap ETF	—	EXIT	清仓
19	AAPL	Apple INC	—	EXIT	清仓
20	VO	Vanguard Mid-cap ETF	—	EXIT	清仓
21	SPEM	State Street Sp Ptf Em ETF	—	EXIT	清仓
22	MSFT	Microsoft CORP	—	EXIT	清仓
23	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
24	HD	Home Depot INC	—	EXIT	清仓
25	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
26	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清仓
27	SPAB	Ss Spdr P Agg Bond ETF	—	EXIT	清仓
28	QTEC	First Trust Nasdq 100 Tech I	—	EXIT	清仓
29	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清仓
30	WMT	Walmart INC	—	EXIT	清仓
31	AMZN	Amazon.com INC	—	EXIT	清仓
32	VV	Vanguard Large-cap ETF	—	EXIT	清仓
33	SCHH	Schwab US Reit ETF	—	EXIT	清仓
34	IJK	Ishares S&p Mid-cap 400 Grow	—	EXIT	清仓
35	COST	Costco Wholesale CORP	—	EXIT	清仓
36	VNQ	Vanguard Real Estate ETF	—	EXIT	清仓
37	QQEW	First Tr Nasdaq-100 Sel Eq	—	EXIT	清仓
38	TSLA	Tesla INC	—	EXIT	清仓
39	IVE	Ishares S&p 500 Value ETF	—	EXIT	清仓
40	EEM	Ishares Msci Emerging Market	—	EXIT	清仓
41	IUSG	Ishares Core S&p U.s. Growth	—	EXIT	清仓
42	VEA	Vanguard Ftse Developed ETF	—	EXIT	清仓
43	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清仓
44	FVD	First Trust Value Line Dvd	—	EXIT	清仓
45	ITB	Ishares U.s. Home Constructi	—	EXIT	清仓
46	IBM	Intl Business Machines CORP	—	EXIT	清仓
47	ABBV	Abbvie INC	—	EXIT	清仓
48	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
49	META	Meta Platforms Inc-class A	—	EXIT	清仓
50	OMER 5.25 02-15-26	Omeros CORP	—	EXIT	清仓