Peterson Wealth Advisors, LLC — Q2 2018 13F 持股

Name: Peterson Wealth Advisors, LLC — 13F Holdings, Q2 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	29.62%	-0.10%	+3.76%
2	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	12.22%	+0.01%	+4.08%
3	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	6.87%	+0.08%	+3.06%
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	6.43%	-0.38%	-8.77%
5	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	6.29%	-0.28%	+3.74%
6	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	4.37%	—	+2.94%
7	USRT	Ishares Core US Reit ETF	ETF-其他	4.03%	—	+4.82%
8	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	3.96%	—	+13.21%
9	FTSM	First Trust Enh Short Mat Fd	ETF-其他	3.47%	—	—
10	BBHY	Jpmorgan Betabuilders Usd Hi	ETF-其他	2.42%	—	+16.97%
11	JPIB	Jpmorgan Intl Bnd ETF	ETF-其他	2.35%	+0.03%	+5.66%
12	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.16%	+0.01%	-8.56%
13	EMLP	First Trust North American E	ETF-其他	2.16%	—	+4.52%
14	VO	Vanguard Mid-cap ETF	ETF-其他	1.50%	—	-8.97%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	1.17%	-0.07%	-7.76%
16	VNQ	Vanguard Real Estate ETF	ETF-其他	1.16%	-0.29%	-9.32%
17	IJH	Ishares Core S&p Midcap ETF	ETF-其他	1.03%	—	-7.53%
18	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.84%	—	—
19	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.70%	+1.78%	+11.50%
20	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.58%	—	+0.70%
21	QQEW	First Tr Nasdaq-100 Sel Eq	ETF-科技型	0.51%	—	-9.83%
22	FGD	First Trust Dj Gl Sel Dvd	ETF-其他	0.48%	—	-14.39%
23	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.45%	—	-12.77%
24	MDIV	Ft Multi-asset Divers INC	ETF-其他	0.45%	—	-42.35%
25	MSFT	Microsoft CORP	股票-科技	0.43%	-0.08%	-2.64%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.39%	-0.15%	-29.72%
27	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.35%	—	-0.10%
28	AAPL	Apple INC	股票-科技	0.33%	-0.03%	-17.20%
29	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.31%	—	-51.96%
30	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	0.31%	—	-1.18%
31	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.27%	—	-3.47%
32	IWD	Ishares Russell 1000 Value E	ETF-其他	0.27%	—	-0.26%
33	FTCS	First Trust Capital Strength	ETF-其他	0.24%	—	+0.29%
34	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.24%	—	+11.69%
35	BA	Boeing Co/the	股票-工業	0.22%	—	+0.50%
36	ITB	Ishares U.s. Home Constructi	ETF-其他	0.22%	—	—
37	FDL	First Trust Morn Dvd Lead In	ETF-其他	0.20%	—	-42.04%
38	RDVY	First Trust Rising Dividend	ETF-其他	0.20%	—	—
39	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	0.18%	—	-10.51%
40	AMZN	Amazon.com INC	股票-循環性消費	0.17%	-0.01%	-51.57%
41	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.17%	-0.04%	-0.39%
42	FDT	First Trust Develp Mkt Ex-us	ETF-其他	0.17%	—	+0.85%
43	FXZ	First Trust Materials Alphad	ETF-其他	0.16%	—	-13.00%

本季持股變動

Peterson Wealth Advisors, LLC 於截至 Q2 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	+1.4%	+3.76%	加碼
2	SPSM	Ss Spdr P S&p 600 Small Cap	+0.6%	+3.74%	加碼
3	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.5%	+13.21%	加碼
4	USRT	Ishares Core US Reit ETF	+0.4%	+4.82%	加碼
5	SPMD	Ss Spdr P S&p 400 Midcap ETF	+0.4%	+3.06%	加碼
6	BBHY	Jpmorgan Betabuilders Usd Hi	+0.3%	+16.97%	加碼
7	EMLP	First Trust North American E	+0.2%	+4.52%	加碼
8	JPIB	Jpmorgan Intl Bnd ETF	+0.1%	+5.66%	加碼
9	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	+11.50%	加碼
10	MSFT	Microsoft CORP	0%	-2.64%	減碼
11	IJK	Ishares S&p Mid-cap 400 Grow	—	-1.18%	減碼
12	BA	Boeing Co/the	—	+0.50%	加碼
13	FTCS	First Trust Capital Strength	—	+0.29%	加碼
14	IWD	Ishares Russell 1000 Value E	—	-0.26%	減碼
15	SPEM	State Street Sp Ptf Em ETF	—	+11.69%	加碼
16	IJJ	Ishares S&p Mid-cap 400 Valu	0%	-10.51%	減碼
17	ITB	Ishares U.s. Home Constructi	0%	—	不變
18	IVE	Ishares S&p 500 Value ETF	0%	-3.47%	減碼
19	FDT	First Trust Develp Mkt Ex-us	0%	+0.85%	加碼
20	SPAB	Ss Spdr P Agg Bond ETF	0%	-0.10%	減碼
21	VWO	Vanguard Ftse Emerging Marke	0%	-0.39%	減碼
22	FXZ	First Trust Materials Alphad	0%	-13.00%	減碼
23	IEFA	Ishares Core Msci Eafe ETF	0%	+0.70%	加碼
24	AAPL	Apple INC	0%	-17.20%	減碼
25	QQEW	First Tr Nasdaq-100 Sel Eq	-0.1%	-9.83%	減碼
26	VNQ	Vanguard Real Estate ETF	-0.1%	-9.32%	減碼
27	ITOT	Ishares Core S&p Total U.s.	-0.1%	-12.77%	減碼
28	IJH	Ishares Core S&p Midcap ETF	-0.1%	-7.53%	減碼
29	IVW	Ishares S&p 500 Growth ETF	-0.1%	-7.76%	減碼
30	IJR	Ishares Core S&p Small-cap E	-0.1%	-8.56%	減碼
31	FGD	First Trust Dj Gl Sel Dvd	-0.1%	-14.39%	減碼
32	AMZN	Amazon.com INC	-0.1%	-51.57%	減碼
33	VO	Vanguard Mid-cap ETF	-0.1%	-8.97%	減碼
34	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-29.72%	減碼
35	FDL	First Trust Morn Dvd Lead In	-0.2%	-42.04%	減碼
36	EFAV	Ishares Msci Eafe Min Vol Fa	-0.2%	+4.08%	加碼
37	EEMV	Ishares Msci Emg Mkt Min Vol	-0.3%	+2.94%	加碼
38	MDIV	Ft Multi-asset Divers INC	-0.3%	-42.35%	減碼
39	BSV	Vanguard Short-term Bond ETF	-0.4%	-51.96%	減碼
40	IVV	Ishares Core S&p 500 ETF	-0.6%	-8.77%	減碼
41	FTSM	First Trust Enh Short Mat Fd	—	NEW	新建倉
42	SPTS	Ss Spdr P St Term Tsy ETF	—	EXIT	清倉
43	SCHD	Schwab U.S. Dividend Equity ETF	—	EXIT	清倉
44	RSP	Invesco S&p 500 Equal Weight	—	NEW	新建倉
45	FVD	First Trust Value Line Dvd	—	EXIT	清倉
46	RDVY	First Trust Rising Dividend	—	NEW	新建倉
47	HD	Home Depot INC	—	EXIT	清倉
48	VEA	Vanguard Ftse Developed ETF	—	EXIT	清倉
49	COST	Costco Wholesale CORP	—	EXIT	清倉
50	FEX	First Trust Large Cap Core A	—	EXIT	清倉