PW
Peterson Wealth Services
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$4.0億
報告対象四半期: 2026-03-31 · 銘柄数: 215
Peterson Wealth Servicesは最新の13F報告書で215件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$4.0億、四半期回転率は21.8%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 10.29
- 回転率
- 21.78
- モメンタム／逆張り
- 100
- セクター集中度
- 61.16
- 多様性
- 100
- ポジション規律
- 78.67
直近の動向
増加 NFLX
+1368.0% $757.7万
増加 FIX
-0.5% $722.4万
減少 TSLA
+1.5% -$312.8万
減少 COP
-85.4% -$337.8万
減少 VUG
+1.6% -$216.1万
増加 CNQ
+1.3% $294.7万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 5.92% | -0.62% | +0.25% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.86% | -0.60% | +0.53% | |
| 3 | FIX | Comfort Systems USA INC | 株式-資本財 | 5.58% | +1.66% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.36% | -0.74% | +1.58% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 4.03% | -0.94% | +1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.63% | -0.48% | +0.10% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.47% | +0.39% | +1.03% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 3.16% | -0.48% | +0.21% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | -0.40% | +1.52% | |
| 10 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.79% | -0.68% | +1.00% | |
| 11 | ASML | ASML Holding N.V. | 株式-IT | 2.40% | +0.39% | +0.18% | |
| 12 | CNQ | Canadian Natural Resources | 株式-エネルギー | 2.32% | +0.68% | +1.31% | |
| 13 | RJF | Raymond James Financial INC | 株式-金融 | 2.21% | -0.29% | +1.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.10% | — | +2.25% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 2.01% | +1.87% | +1368.03% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | -0.30% | +1.56% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.46% | +4.71% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.42% | +0.05% | +4.12% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | +4.41% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.22% | +0.06% | +3.66% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.15% | — | +2.73% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.11% | -0.16% | +6.47% | |
| 23 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.11% | +0.32% | -2.57% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.14% | +5.82% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.08% | +0.06% | -1.93% | |
| 26 | GRMN | Garmin Ltd. | 株式-IT | 1.05% | +0.11% | +1.52% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.27% | +0.04% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.97% | -0.34% | +2.14% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | +5.93% | |
| 30 | CB | Chubb Limited | 株式-金融 | 0.94% | — | +3.71% | |
| 31 | MSI | Motorola Solutions INC | 株式-IT | 0.91% | +0.12% | +4.95% | |
| 32 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.90% | +0.18% | +3.54% | |
| 33 | EME | Emcor Group INC | 株式-資本財 | 0.87% | +0.87% | NEW | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.10% | -0.73% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.84% | +0.08% | +2.34% | |
| 36 | CDNS | Cadence Design Sys INC | 株式-IT | 0.84% | — | +2.60% | |
| 37 | VST | Vistra CORP | 株式-公益事業 | 0.81% | +0.81% | NEW | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | +0.74% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.73% | — | +3.89% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +12.14% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.71% | +0.08% | -1.26% | |
| 42 | APD | Air Products & Chemicals INC | 株式-素材 | 0.63% | +0.10% | +5.80% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -5.06% | |
| 44 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.55% | — | +3.99% | |
| 45 | O | Realty Income CORP | 株式-不動産 | 0.54% | — | +7.40% | |
| 46 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.52% | -0.12% | +13.84% | |
| 47 | AEIS | Advanced Energy Industries | 株式-資本財 | 0.50% | +0.16% | -1.30% | |
| 48 | STRL | Sterling Infrastructure INC | 株式-資本財 | 0.49% | +0.11% | -1.10% | |
| 49 | POWL | Powell Industries INC | 株式-資本財 | 0.47% | +0.18% | -0.45% | |
| 50 | CMI | Cummins INC | 株式-資本財 | 0.47% | — | +3.06% |
1–50 of 215
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 215 | $4.0億 | 22 | |
| 2025-12-31 | 218 | $3.9億 | 12 | |
| 2025-09-30 | 216 | $4.1億 | 31 | |
| 2025-06-30 | 221 | $3.7億 | 0 | |
| 2025-03-31 | 206 | $3.2億 | 0 | |
| 2024-12-31 | 217 | $3.3億 | 0 | |
| 2024-09-30 | 218 | $3.1億 | 0 | |
| 2024-06-30 | 111 | $2.9億 | 0 | |
| 2024-03-31 | 112 | $2.7億 | 0 | |
| 2023-12-31 | 105 | $2.3億 | 0 | |
| 2023-09-30 | 63 | $1.3億 | 0 | |
| 2023-06-30 | 89 | $2.1億 | 0 | |
| 2023-03-31 | 91 | $1.9億 | 0 | |
| 2022-12-31 | 89 | $1.7億 | 0 | |
| 2022-09-30 | 85 | $1.4億 | 0 | |
| 2022-06-30 | 85 | $1.4億 | 0 | |
| 2022-03-31 | 87 | $1.6億 | 0 | |
| 2021-12-31 | 87 | $1.5億 | 0 |
今四半期の持株変動
Peterson Wealth Servicesの2026-03-31時点における主要なポジション変更： 新規購入: Emcor Group INC (EME); 新規購入: Vistra CORP (VST); 全売却: Matador Resources Co (MTDR); 増加: Netflix INC (NFLX) — 保有株数 +1368.03%; 減少: Comfort Systems USA INC (FIX) — 保有株数 -0.47%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +1.9% | +1368.03% | 増加 |
| 2 | FIX | Comfort Systems USA INC | +1.7% | -0.47% | 減少 |
| 3 | CNQ | Canadian Natural Resources | +0.7% | +1.31% | 増加 |
| 4 | ZTS | Zoetis INC | +0.5% | +43297.30% | 増加 |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.03% | 増加 |
| 6 | ASML | ASML Holding N.V. | +0.4% | +0.18% | 増加 |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -2.57% | 減少 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +0.04% | 増加 |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +3.54% | 増加 |
| 10 | POWL | Powell Industries INC | +0.2% | -0.45% | 減少 |
| 11 | AEIS | Advanced Energy Industries | +0.2% | -1.30% | 減少 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -0.44% | 減少 |
| 13 | LNTH | Lantheus Holdings INC | +0.1% | +3160.49% | 増加 |
| 14 | MSI | Motorola Solutions INC | +0.1% | +4.95% | 増加 |
| 15 | GRMN | Garmin Ltd. | +0.1% | +1.52% | 増加 |
| 16 | STRL | Sterling Infrastructure INC | +0.1% | -1.10% | 減少 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 減少 |
| 18 | APD | Air Products & Chemicals INC | +0.1% | +5.80% | 増加 |
| 19 | IESC | Ies Holdings INC | +0.1% | +11.05% | 増加 |
| 20 | PAYC | Paycom Software INC | +0.1% | +8300.00% | 増加 |
| 21 | AMAT | Applied Materials INC | +0.1% | +70.16% | 増加 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +2.34% | 増加 |
| 23 | ADI | Analog Devices INC | +0.1% | -1.26% | 減少 |
| 24 | VZ | Verizon Communications INC | +0.1% | +5.93% | 増加 |
| 25 | UNP | Union Pacific CORP | +0.1% | +3.66% | 増加 |
| 26 | WMT | Walmart INC | +0.1% | -1.93% | 減少 |
| 27 | PM | Philip Morris International | +0.1% | +4.12% | 増加 |
| 28 | LULU | Lululemon Athletica INC | -0.1% | +13.84% | 増加 |
| 29 | ALAB | Astera Labs INC | -0.1% | +0.99% | 増加 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +5.82% | 増加 |
| 31 | LLY | Eli Lilly & Co | -0.2% | +6.47% | 増加 |
| 32 | RJF | Raymond James Financial INC | -0.3% | +1.53% | 増加 |
| 33 | V | Visa Inc-class A Shares | -0.3% | +1.56% | 増加 |
| 34 | ORCL | Oracle CORP | -0.3% | +2.14% | 増加 |
| 35 | AMZN | Amazon.com INC | -0.4% | +1.52% | 増加 |
| 36 | MSFT | Microsoft CORP | -0.5% | +4.71% | 増加 |
| 37 | AVGO | Broadcom INC | -0.5% | +0.21% | 増加 |
| 38 | JPM | Jpmorgan Chase & Co | -0.5% | +0.10% | 増加 |
| 39 | MDT | Medtronic plc | -0.5% | -99.73% | 減少 |
| 40 | GSY | Invesco Ultra Short Duration | -0.5% | -72.70% | 減少 |
| 41 | FANG | Diamondback Energy INC | -0.5% | -67.23% | 減少 |
| 42 | AAPL | Apple INC | -0.6% | +0.53% | 増加 |
| 43 | NVDA | Nvidia CORP | -0.6% | +0.25% | 増加 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.7% | +1.00% | 増加 |
| 45 | VUG | Vanguard Growth ETF | -0.7% | +1.58% | 増加 |
| 46 | COP | Conocophillips | -0.9% | -85.42% | 減少 |
| 47 | TSLA | Tesla INC | -0.9% | +1.49% | 増加 |
| 48 | EME | Emcor Group INC | — | NEW | 新規購入 |
| 49 | VST | Vistra CORP | — | NEW | 新規購入 |
| 50 | MTDR | Matador Resources Co | — | EXIT | 全売却 |
FAQ
Peterson Wealth Servicesとはどのような機関投資家ですか？
Peterson Wealth Servicesはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $4.0億、215 件のポジションが開示されています。
Peterson Wealth Servicesの主要ポジションは何ですか？
最新の13Fファイリングによると、Peterson Wealth Servicesの時価総額上位の保有銘柄は以下の通りです：
1. Nvidia CORP (NVDA) — $2396.0万 (5.9%)
2. Apple INC (AAPL) — $2370.6万 (5.9%)
3. Comfort Systems USA INC (FIX) — $2257.3万 (5.6%)
4. Vanguard Growth ETF (VUG) — $2169.7万 (5.4%)
5. Tesla INC (TSLA) — $1629.6万 (4.0%)
Peterson Wealth Servicesは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Peterson Wealth Servicesは50件の主要なポジション調整を実施しました：2件の新規ポジション開設、34件の保有増加、13件の一部売却、および1件の完全売却です。 その中でも特に大きな変動：新規購入: Emcor Group INC (EME); 新規購入: Vistra CORP (VST); 全売却: Matador Resources Co (MTDR); 増加: Netflix INC (NFLX) — 保有株数 +1368.03%; 減少: Comfort Systems USA INC (FIX) — 保有株数 -0.47%
Peterson Wealth Servicesはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくPeterson Wealth Servicesの主要セクター配分は以下の通りです：
• Information Technology: 36.4%
• Consumer Discretionary: 16.9%
• Financials: 14.2%
• Consumer Staples: 10.2%
• Communication Services: 7.1%
• Health Care: 6.5%