Peterson Wealth Advisors, LLC — Q1 2018 13F 持股

Name: Peterson Wealth Advisors, LLC — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001713558

申報總市值

US$7.5億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	28.24%	-0.10%	+252.58%
2	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	12.40%	+0.01%	+33.74%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	6.98%	-0.38%	-74.07%
4	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	6.46%	+0.08%	+259.34%
5	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	5.73%	-0.28%	+268.67%
6	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	4.66%	—	+8.93%
7	USRT	Ishares Core US Reit ETF	ETF-其他	3.59%	—	+272.14%
8	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	3.45%	—	+275.69%
9	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	3.17%	—	+168.44%
10	JPIB	Jpmorgan Intl Bnd ETF	ETF-其他	2.30%	+0.03%	+215.87%
11	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.22%	+0.01%	-59.54%
12	BBHY	Jpmorgan Betabuilders Usd Hi	ETF-其他	2.13%	—	+166.78%
13	EMLP	First Trust North American E	ETF-其他	1.98%	—	+164.93%
14	VO	Vanguard Mid-cap ETF	ETF-其他	1.64%	—	-73.83%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.23%	-0.07%	-7.54%
16	VNQ	Vanguard Real Estate ETF	ETF-其他	1.21%	-0.29%	-64.41%
17	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.09%	—	-3.38%
18	SCHD	Schwab U.S. Dividend Equity ETF	ETF-其他	0.92%	—	-2.82%
19	MDIV	Ft Multi-asset Divers INC	ETF-其他	0.77%	—	-20.17%
20	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.66%	+1.78%	—
21	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.66%	—	-68.79%
22	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.61%	—	-0.79%
23	FVD	First Trust Value Line Dvd	ETF-其他	0.61%	—	-10.52%
24	FGD	First Trust Dj Gl Sel Dvd	ETF-其他	0.59%	—	-13.43%
25	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-科技型	0.56%	—	-3.63%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.54%	-0.15%	-80.29%
27	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.51%	—	-9.52%
28	MSFT	Microsoft CORP	股票-科技	0.42%	-0.08%	—
29	AAPL	Apple INC	股票-科技	0.37%	-0.03%	+0.34%
30	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.36%	—	—
31	FDL	First Trust Morn Dvd Lead In	ETF-其他	0.35%	—	-16.35%
32	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.31%	—	+81.24%
33	AMZN	Amazon.com INC	股票-循環性消費	0.30%	-0.01%	—
34	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.28%	—	-8.45%
35	IWD	Ishares Russell 1000 Value E	ETF-其他	0.27%	—	-19.79%
36	FTCS	First Trust Capital Strength	ETF-其他	0.24%	—	+0.28%
37	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.24%	—	—
38	ITB	Ishares U.s. Home Constructi	ETF-其他	0.23%	—	+0.13%
39	BA	Boeing Co/the	股票-工業	0.22%	—	+0.37%
40	HD	Home Depot INC	股票-循環性消費	0.20%	—	+0.52%
41	FXZ	First Trust Materials Alphad	ETF-其他	0.19%	—	-10.45%
42	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	0.19%	—	-18.67%
43	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.19%	-0.04%	-46.25%
44	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.19%	-0.03%	-73.19%
45	COST	Costco Wholesale CORP	股票-非循環性消費	0.18%	+0.02%	+0.27%
46	FDT	First Trust Develp Mkt Ex-us	ETF-其他	0.18%	—	—
47	FEX	First Trust Large Cap Core A	ETF-大型股與成長	0.17%	—	+0.20%

本季持股變動

Peterson Wealth Advisors, LLC 於截至 Q1 2018 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+19.4%	+252.58%	加碼
2	SPMD	Ss Spdr P S&p 400 Midcap ETF	+4.5%	+259.34%	加碼
3	SPSM	Ss Spdr P S&p 600 Small Cap	+4%	+268.67%	加碼
4	USRT	Ishares Core US Reit ETF	+2.4%	+272.14%	加碼
5	SPTM	Ss Spdr P S&p 1500 Comp ETF	+2.4%	+275.69%	加碼
6	EFAV	Ishares Msci Eafe Min Vol Fa	+2.4%	+33.74%	加碼
7	SPTS	Ss Spdr P St Term Tsy ETF	+1.9%	+168.44%	加碼
8	JPIB	Jpmorgan Intl Bnd ETF	+1.5%	+215.87%	加碼
9	BBHY	Jpmorgan Betabuilders Usd Hi	+1.2%	+166.78%	加碼
10	EMLP	First Trust North American E	+1.1%	+164.93%	加碼
11	IJK	Ishares S&p Mid-cap 400 Grow	+0.1%	+81.24%	加碼
12	EEMV	Ishares Msci Emg Mkt Min Vol	+0.1%	+8.93%	加碼
13	AMZN	Amazon.com INC	0%	—	不變
14	BA	Boeing Co/the	0%	+0.37%	加碼
15	MSFT	Microsoft CORP	0%	—	不變
16	COST	Costco Wholesale CORP	0%	+0.27%	加碼
17	FEX	First Trust Large Cap Core A	0%	+0.20%	加碼
18	HD	Home Depot INC	0%	+0.52%	加碼
19	FTCS	First Trust Capital Strength	0%	+0.28%	加碼
20	AAPL	Apple INC	0%	+0.34%	加碼
21	FXZ	First Trust Materials Alphad	-0.1%	-10.45%	減碼
22	ITB	Ishares U.s. Home Constructi	-0.1%	+0.13%	加碼
23	QQEW	First Tr Nasdaq-100 Sel Eq	-0.1%	-3.63%	減碼
24	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-0.79%	減碼
25	IVE	Ishares S&p 500 Value ETF	-0.1%	-8.45%	減碼
26	IJJ	Ishares S&p Mid-cap 400 Valu	-0.1%	-18.67%	減碼
27	IWD	Ishares Russell 1000 Value E	-0.1%	-19.79%	減碼
28	ITOT	Ishares Core S&p Total U.s.	-0.1%	-9.52%	減碼
29	SCHD	Schwab U.S. Dividend Equity ETF	-0.1%	-2.82%	減碼
30	FDL	First Trust Morn Dvd Lead In	-0.1%	-16.35%	減碼
31	FVD	First Trust Value Line Dvd	-0.2%	-10.52%	減碼
32	IJH	Ishares Core S&p Midcap ETF	-0.2%	-3.38%	減碼
33	FGD	First Trust Dj Gl Sel Dvd	-0.2%	-13.43%	減碼
34	VWO	Vanguard Ftse Emerging Marke	-0.2%	-46.25%	減碼
35	IVW	Ishares S&p 500 Growth ETF	-0.2%	-7.54%	減碼
36	MDIV	Ft Multi-asset Divers INC	-0.4%	-20.17%	減碼
37	VEA	Vanguard Ftse Developed ETF	-0.6%	-73.19%	減碼
38	BSV	Vanguard Short-term Bond ETF	-1.7%	-68.79%	減碼
39	VTI	Vanguard Total Stock Mkt ETF	-2.5%	-80.29%	減碼
40	VNQ	Vanguard Real Estate ETF	-2.9%	-64.41%	減碼
41	IJR	Ishares Core S&p Small-cap E	-3.8%	-59.54%	減碼
42	VO	Vanguard Mid-cap ETF	-5.3%	-73.83%	減碼
43	IVV	Ishares Core S&p 500 ETF	-22.9%	-74.07%	減碼
44	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	新建倉
45	BND	Vanguard Total Bond Market	—	EXIT	清倉
46	SPAB	Ss Spdr P Agg Bond ETF	—	NEW	新建倉
47	SPEM	State Street Sp Ptf Em ETF	—	NEW	新建倉
48	FDT	First Trust Develp Mkt Ex-us	—	NEW	新建倉
49	FTGC	First Trust Global Tactical	—	EXIT	清倉