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Peterson Financial Group, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Peterson Financial Group, Inc.

No.9730 数据截至 2024Q3
最新持仓市值 (Q3 2024)
$2,598.3万
环比变动 Q2 2024
+$957.9万+58.4%
持仓股票数
430
新买入
398
加仓
12
减仓
19
清仓
0
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2024 市值Q3 2024 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IWY
9.12%15.56%$236.9万1.1万股$255.3万1.2万股-1,134股-9.53%减仓
IiShares安硕信托IWX
5.49%8.74%$142.8万1.8万股$143.4万1.9万股-1,601股-8.35%减仓
IiShares安硕信托EFG
3.1%5.03%$80.5万7,479股$82.5万8,060股-581股-7.21%减仓
IiShares安硕信托EFV
3.02%4.67%$78.4万1.4万股$76.6万1.4万股-814股-5.64%减仓
V先锋领航斯科茨代尔基金VMBS
2.55%4.23%$66.4万1.4万股$69.4万1.5万股-1,230股-8.05%减仓
IiShares安硕信托IWS
2.55%4.12%$66.4万5,017股$67.5万5,592股-575股-10.28%减仓
苹果AAPL
2.54%3.59%$66.0万2,834股$58.9万2,797股+37股+1.32%加仓
IiShares安硕IEMG
2.5%4%$65.1万1.1万股$65.6万1.2万股-931股-7.59%减仓
微软MSFT
2.49%4.1%$64.6万1,501股$67.3万1,505股-4股-0.27%减仓
IISHARES BROADUSIG
2.39%3.94%$62.2万1.2万股$64.6万1.3万股-1,030股-8.01%减仓
J骏利亨德森JAAA
1.77%2.76%$46.0万9,041股$45.2万8,888股+153股+1.72%加仓
F富达·MERRIMACK STR TRFBND
1.72%2.58%$44.7万9,569股$42.4万9,438股+131股+1.39%加仓
V先锋领航斯科茨代尔基金VGIT
1.59%2.68%$41.4万6,846股$44.0万7,550股-704股-9.32%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.58%2.76%$41.1万3,504股$45.3万4,104股-600股-14.62%减仓
MMAIN SECTOR ROTATION ETFSECT
1.4%2.1%$36.3万6,743股$34.4万6,743股00.00%持仓不变
V先锋领航斯科茨代尔基金VGSH
1.4%2.42%$36.3万6,143股$39.7万6,853股-710股-10.36%减仓
VVanEck Russia ETFBBH
1.39%1.96%$36.0万3,714股$32.1万3,704股+10股+0.27%加仓
IiShares安硕信托IUSV
1.36%1.98%$35.2万3,689股$32.4万3,678股+11股+0.30%加仓
I景顺QQQ信托VOO
1.26%$32.8万673股$00股+673股新买入
迪尔DE
1.25%1.76%$32.4万776股$28.9万772股+4股+0.52%加仓
IiShares安硕信托IDEV
1.22%1.86%$31.7万4,477股$30.5万4,652股-175股-3.76%减仓
IiShares安硕信托IOO
1.18%1.81%$30.7万3,096股$29.7万3,073股+23股+0.75%加仓
PPIMCO太平洋投资管理ETFHYS
1.11%1.67%$28.9万3,029股$27.4万2,955股+74股+2.50%加仓
SSPDR道富系列信托SPYG
1.1%1.68%$28.5万3,432股$27.5万3,435股-3股-0.09%减仓
V先锋领航指数基金VTV
1.09%1.28%$28.3万1,620股$21.0万1,307股+313股+23.95%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.09%1.69%$28.2万5,618股$27.6万5,495股+123股+2.24%加仓
SSPDR黄金信托GLD
1.05%1.52%$27.3万1,122股$25.0万1,161股-39股-3.36%减仓
G通用动力VTI
1.05%1.58%$27.2万962股$26.0万972股-10股-1.03%减仓
V先锋领航斯科茨代尔基金VTWO
1.04%1.69%$27.1万3,031股$27.7万3,374股-343股-10.17%减仓
伯克希尔哈撒韦BRK.B
0.98%1.34%$25.4万553股$22.0万542股+11股+2.03%加仓
可口可乐KO
0.94%1.31%$24.4万3,399股$21.5万3,384股+15股+0.44%加仓
IIBMIBM
0.91%$23.7万1,070股$00股+1,070股新买入
英伟达NVDA
0.88%1.51%$22.8万1,875股$24.7万2,003股-128股-6.39%减仓
强生JNJ
0.85%$22.2万1,369股$00股+1,369股新买入
SSTARBOARD INVT TRAGOX
0.75%$19.6万6,786股$00股+6,786股新买入
FIRST INTST BANCSYSTEMFIBK
0.73%$18.9万6,322股$00股+6,322股新买入
IiShares安硕信托STIP
0.68%$17.7万1,745股$00股+1,745股新买入
V先锋领航斯科茨代尔基金VGLT
0.67%$17.3万2,809股$00股+2,809股新买入
V先锋领航指数基金VOO
0.65%2.09%$16.8万318股$34.3万717股-399股-55.65%减仓
高盛GS
0.63%$16.3万330股$00股+330股新买入
S道富SPIB
0.6%$15.5万4,610股$00股+4,610股新买入
PProShares信托UWM
0.57%$14.7万3,421股$00股+3,421股新买入
雪佛龙CVX
0.55%$14.3万971股$00股+971股新买入
思科CSCO
0.54%$14.0万2,623股$00股+2,623股新买入
威瑞森VZ
0.53%$13.8万3,073股$00股+3,073股新买入
3M COMMMM
0.53%$13.8万1,007股$00股+1,007股新买入
宝洁PG
0.53%$13.7万789股$00股+789股新买入
DDOUBLELINE MORTGAGE ETFDMBS
0.5%$12.9万2,567股$00股+2,567股新买入
IiShares安硕·MSCI ACWI ETFTOK
0.5%$12.9万1,080股$00股+1,080股新买入
DOW COMDOW
0.46%$11.9万2,171股$00股+2,171股新买入

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