Physician Wealth Advisors, Inc.
MIDVALE UT · SEC CIK 0001795173
$7.19亿2026Q1 申报市值
2,057持仓数
48.0%前十大占比 · 第一大 12.6%
201 / 121新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACWX 新建仓+$3,367.92万
SPYM 加仓+$1,985.68万
DFCF 加仓+$330.85万
SHLD 加仓+$291.93万
GBCI 加仓+$196.90万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$2,221.01万
IEMG 减仓-$1,503.11万
EFV 减仓-$867.55万
GLDM 减仓-$555.39万
DYNF 减仓-$495.36万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DT | DYNATRACE INC | $7,914 | 0.00% | 214 | 180 | 529.4% | $6,657 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $7,941 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $7,976 | 0.00% | 46 | 3 | 7.0% | $520 | 加仓 |
| — | THEMES ETF TR | $7,986 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $8,033 | 0.00% | 11 | -1 | -8.3% | -$730 | 减仓 |
| MDB | MONGODB INC | $8,078 | 0.00% | 33 | -15 | -31.2% | -$3,672 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $8,121 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $8,186 | 0.00% | 48 | -101 | -67.8% | -$1.72万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $8,198 | 0.00% | 124 | 11 | 9.7% | $727 | 加仓 |
| XYL | XYLEM INC | $8,246 | 0.00% | 69 | 11 | 19.0% | $1,315 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $8,263 | 0.00% | 260 | 7 | 2.8% | $222 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $8,331 | 0.00% | 134 | 62 | 86.1% | $3,855 | 加仓 |
| TECK | TECK RESOURCES LTD | $8,384 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $8,399 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $8,406 | 0.00% | 91 | -14 | -13.3% | -$1,293 | 减仓 |
| DASH | DOORDASH INC | $8,409 | 0.00% | 56 | 24 | 75.0% | $3,604 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $8,428 | 0.00% | 112 | 47 | 72.3% | $3,537 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $8,491 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8,494 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $8,504 | 0.00% | 236 | -100 | -29.8% | -$3,603 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $8,549 | 0.00% | 184 | 148 | 411.1% | $6,876 | 加仓 |
| IT | GARTNER INC | $8,551 | 0.00% | 54 | -46 | -46.0% | -$7,284 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $8,602 | 0.00% | 124 | 13 | 11.7% | $902 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8,607 | 0.00% | 113 | 27 | 31.4% | $2,057 | 加仓 |
| SOLV | SOLVENTUM CORP | $8,685 | 0.00% | 133 | 14 | 11.8% | $914 | 加仓 |
| HDV | ISHARES TR | $8,687 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $8,698 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $8,717 | 0.00% | 232 | 93 | 66.9% | $3,494 | 加仓 |
| STT | STATE STR CORP | $8,733 | 0.00% | 69 | 23 | 50.0% | $2,911 | 加仓 |
| EMN | EASTMAN CHEM CO | $8,777 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $8,782 | 0.00% | 81 | 81 | — | $8,782 | 新建仓 |
| SIZE | ISHARES TR | $8,852 | 0.00% | 56 | 1 | 1.8% | $158 | 加仓 |
| CENX | CENTURY ALUM CO | $8,863 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $8,868 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $8,871 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES TR | $8,935 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $8,985 | 0.00% | 55 | -18 | -24.7% | -$2,941 | 减仓 |
| CNO | CNO FINL GROUP INC | $9,034 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $9,071 | 0.00% | 120 | -7 | -5.5% | -$529 | 减仓 |
| KB | KB FINL GROUP INC | $9,076 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $9,079 | 0.00% | 216 | 191 | 764.0% | $8,028 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $9,214 | 0.00% | 47 | -16 | -25.4% | -$3,137 | 减仓 |
| DTH | WISDOMTREE TR | $9,225 | 0.00% | 171 | 1 | 0.6% | $54 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $9,237 | 0.00% | 214 | 67 | 45.6% | $2,892 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $9,310 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $9,371 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $9,383 | 0.00% | 86 | 1 | 1.2% | $109 | 加仓 |
| — | INNOVATOR ETFS TRUST | $9,464 | 0.00% | 500 | 500 | — | $9,464 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $9,503 | 0.00% | 443 | -5 | -1.1% | -$107 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $9,509 | 0.00% | 95 | 81 | 578.6% | $8,108 | 加仓 |
| DVA | DAVITA INC | $9,529 | 0.00% | 62 | 18 | 40.9% | $2,766 | 加仓 |
| VOD | VODAFONE GROUP PLC | $9,553 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $9,584 | 0.00% | 169 | 71 | 72.4% | $4,026 | 加仓 |
| DXCM | DEXCOM INC | $9,609 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | BITWISE FUNDS TRUST | $9,614 | 0.00% | 264 | 264 | — | $9,614 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $9,631 | 0.00% | 327 | -87 | -21.0% | -$2,562 | 减仓 |
| VDC | VANGUARD WORLD FD | $9,658 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $9,671 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $9,710 | 0.00% | 166 | 48 | 40.7% | $2,808 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,788 | 0.00% | 336 | 336 | — | $9,788 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9,834 | 0.00% | 1,077 | -638 | -37.2% | -$5,826 | 减仓 |
| VEEV | VEEVA SYS INC | $9,837 | 0.00% | 56 | 24 | 75.0% | $4,216 | 加仓 |
| AMT | AMERICAN TOWER CORP | $9,838 | 0.00% | 57 | -67 | -54.0% | -$1.16万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $9,858 | 0.00% | 95 | 95 | — | $9,858 | 新建仓 |
| IWD | ISHARES TR | $9,879 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $9,907 | 0.00% | 185 | -29 | -13.6% | -$1,553 | 减仓 |
| ES | EVERSOURCE ENERGY | $9,908 | 0.00% | 143 | 16 | 12.6% | $1,109 | 加仓 |
| ESS | ESSEX PPTY TR INC | $9,922 | 0.00% | 41 | 26 | 173.3% | $6,292 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $9,945 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $9,957 | 0.00% | 123 | 57 | 86.4% | $4,614 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $9,960 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $9,975 | 0.00% | 202 | -173 | -46.1% | -$8,543 | 减仓 |
| — | DUPONT DE NEMOURS INC | $9,985 | 0.00% | 218 | 29 | 15.3% | $1,328 | 加仓 |
| ASH | ASHLAND INC | $1.01万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.01万 | 0.00% | 37 | -13 | -26.0% | -$3,540 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.02万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $1.03万 | 0.00% | 87 | 8 | 10.1% | $949 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.03万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1.04万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC | $1.06万 | 0.00% | 369 | -49 | -11.7% | -$1,406 | 减仓 |
| WF | WOORI FINL GROUP INC | $1.06万 | 0.00% | 159 | -16 | -9.1% | -$1,066 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $1.06万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $1.06万 | 0.00% | 97 | 97 | — | $1.06万 | 新建仓 |
| — | PROSHARES TR | $1.06万 | 0.00% | 206 | 1 | 0.5% | $51 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.06万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.06万 | 0.00% | 137 | 42 | 44.2% | $3,257 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $1.07万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $1.07万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.07万 | 0.00% | 415 | -154 | -27.1% | -$3,986 | 减仓 |
| IEF | ISHARES TR | $1.08万 | 0.00% | 113 | 113 | — | $1.08万 | 新建仓 |
| PPL | PPL CORP | $1.08万 | 0.00% | 282 | 117 | 70.9% | $4,470 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.08万 | 0.00% | 690 | -278 | -28.7% | -$4,351 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.09万 | 0.00% | 232 | 62 | 36.5% | $2,909 | 加仓 |
| — | STRATEGY INC | $1.11万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $1.11万 | 0.00% | 293 | 29 | 11.0% | $1,102 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1.12万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $1.13万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |