13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.6%
SPYM 7.2%
ACWX 4.7%
DFAI 4.1%
IVE 4.0%
DFAE 3.7%
DYNF 3.5%
IVW 3.3%
ITOT 2.5%
DFAU 2.4%

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
ZBH ZIMMER BIOMET HOLDINGS INC $1.13万0.00%125 1202,400.0% $1.09万 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $1.13万0.00%522 6414.0% $1,388 加仓
FCOM FIDELITY COVINGTON TRUST $1.13万0.00%166 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $1.14万0.00%9 350.0% $3,784 加仓
TCOM TRIP COM GROUP LTD $1.15万0.00%231 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $1.15万0.00%144 -24-14.3% -$1,922 减仓
IWF ISHARES TR $1.16万0.00%27 00.0% — 不变
IGIB ISHARES TR $1.16万0.00%218 218— $1.16万 新建仓
RNR RENAISSANCERE HLDGS LTD $1.16万0.00%39 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $1.18万0.00%126 1210.5% $1,120 加仓
IBB ISHARES TR $1.18万0.00%70 34.5% $507 加仓
LNC LINCOLN NATL CORP IND $1.19万0.00%335 00.0% — 不变
IYF ISHARES TR $1.19万0.00%101 00.0% — 不变
TSCO TRACTOR SUPPLY CO $1.20万0.00%264 11374.8% $5,129 加仓
CFG CITIZENS FINL GROUP INC $1.20万0.00%200 -130-39.4% -$7,796 减仓
NVO NOVO-NORDISK A S $1.21万0.00%328 -3-0.9% -$110 减仓
ADC AGREE RLTY CORP $1.21万0.00%160 117.4% $829 加仓
— INNOVATOR ETFS TRUST $1.21万0.00%710 00.0% — 不变
FC FRANKLIN COVEY CO $1.21万0.00%769 659.2% $1,026 加仓
NXH BED BATH & BEYOND INC $1.22万0.00%2,631 00.0% — 不变
AMCR AMCOR PLC $1.22万0.00%308 308— $1.22万 新建仓
CAH CARDINAL HEALTH INC $1.23万0.00%58 29100.0% $6,128 加仓
CMG CHIPOTLE MEXICAN GRILL INC $1.23万0.00%383 242171.6% $7,747 加仓
ADM ARCHER DANIELS MIDLAND CO $1.23万0.00%169 74.3% $509 加仓
Q QNITY ELECTRONICS INC $1.25万0.00%108 1414.9% $1,615 加仓
ENVA ENOVA INTL INC $1.25万0.00%92 851,214.3% $1.15万 加仓
DON WISDOMTREE TR $1.25万0.00%238 00.0% — 不变
EWJ ISHARES INC $1.25万0.00%148 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $1.25万0.00%138 75.3% $635 加仓
FIZZ NATIONAL BEVERAGE CORP $1.26万0.00%374 -3-0.8% -$101 减仓
DXYZ DESTINY TECH100 INC $1.26万0.00%470 00.0% — 不变
SRE SEMPRA $1.27万0.00%131 00.0% — 不变
IWP ISHARES TR $1.28万0.00%100 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $1.30万0.00%85 781,114.3% $1.19万 加仓
CNI CANADIAN NATL RY CO $1.32万0.00%128 00.0% — 不变
NVR NVR INC $1.32万0.00%2 00.0% — 不变
VXUS VANGUARD STAR FDS $1.32万0.00%171 106.2% $771 加仓
HII HUNTINGTON INGALLS INDS INC $1.33万0.00%35 00.0% — 不变
LITE LUMENTUM HLDGS INC $1.34万0.00%19 758.3% $4,920 加仓
KMPR KEMPER CORP $1.34万0.00%439 204.8% $611 加仓
— ISHARES TR $1.35万0.00%478 00.0% — 不变
BTI BRITISH AMERN TOB PLC $1.35万0.00%231 00.0% — 不变
GRNY TIDAL TRUST I $1.36万0.00%569 10422.4% $2,483 加仓
NXPI NXP SEMICONDUCTORS N V $1.36万0.00%69 34.5% $591 加仓
FERG FERGUSON ENTERPRISES INC $1.38万0.00%59 -3-4.8% -$700 减仓
APO APOLLO GLOBAL MGMT INC $1.38万0.00%124 -138-52.7% -$1.54万 减仓
HYMC HYCROFT MINING HOLDING CORP $1.38万0.00%393 -13-3.2% -$458 减仓
RKLB ROCKET LAB CORP $1.39万0.00%216 2613.7% $1,670 加仓
PSLV SPROTT ASSET MANAGEMENT LP $1.39万0.00%572 -11-1.9% -$268 减仓
NUE NUCOR CORP $1.40万0.00%83 67.8% $1,015 加仓
TRGP TARGA RES CORP $1.40万0.00%56 47.7% $1,003 加仓
STNG SCORPIO TANKERS INC $1.41万0.00%189 00.0% — 不变
ULTA ULTA BEAUTY INC $1.41万0.00%27 -5-15.6% -$2,614 减仓
SEIC SEI INVTS CO $1.41万0.00%180 8181.8% $6,356 加仓
CVNA CARVANA CO $1.41万0.00%45 -4-8.2% -$1,258 减仓
VONV VANGUARD SCOTTSDALE FDS $1.42万0.00%151 151— $1.42万 新建仓
DGT SPDR SERIES TRUST $1.42万0.00%84 00.0% — 不变
WDFC WD 40 CO $1.43万0.00%70 914.8% $1,835 加仓
RIVN RIVIAN AUTOMOTIVE INC $1.43万0.00%950 303.3% $451 加仓
ARKF ARK ETF TR $1.43万0.00%377 00.0% — 不变
DTE DTE ENERGY CO $1.43万0.00%98 911,300.0% $1.33万 加仓
MUNI PIMCO ETF TR $1.44万0.00%276 20.7% $104 加仓
FNCL FIDELITY COVINGTON TRUST $1.46万0.00%208 00.0% — 不变
PARR PAR PAC HOLDINGS INC $1.46万0.00%233 00.0% — 不变
EMXC ISHARES INC $1.46万0.00%186 -1,184-86.4% -$9.30万 减仓
XYZ BLOCK INC $1.46万0.00%243 214737.9% $1.29万 加仓
CRGY CRESCENT ENERGY COMPANY $1.47万0.00%1,088 00.0% — 不变
FE FIRSTENERGY CORP $1.47万0.00%290 5422.9% $2,736 加仓
PCG PG&E CORP $1.48万0.00%840 354.3% $615 加仓
BMI BADGER METER INC $1.48万0.00%97 2738.6% $4,113 加仓
— SELECT MED HLDGS CORP $1.48万0.00%909 35965.3% $5,848 加仓
ET ENERGY TRANSFER L P $1.48万0.00%768 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INC $1.49万0.00%112 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $1.51万0.00%74 1219.4% $2,442 加仓
CIEN CIENA CORP $1.51万0.00%39 1456.0% $5,435 加仓
GPI GROUP 1 AUTOMOTIVE INC $1.52万0.00%46 12.2% $331 加仓
BAP CREDICORP LTD $1.53万0.00%45 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.54万0.00%241 00.0% — 不变
LSTR LANDSTAR SYS INC $1.54万0.00%96 00.0% — 不变
BOH BANK HAWAII CORP $1.54万0.00%208 00.0% — 不变
AON AON PLC $1.55万0.00%48 -5-9.4% -$1,615 减仓
ARKW ARK ETF TR $1.56万0.00%129 00.0% — 不变
CMI CUMMINS INC $1.56万0.00%29 00.0% — 不变
HUBS HUBSPOT INC $1.56万0.00%64 1428.0% $3,418 加仓
ABNB AIRBNB INC $1.57万0.00%124 100416.7% $1.26万 加仓
XLY SELECT SECTOR SPDR TR $1.57万0.00%144 00.0% — 不变
STM STMICROELECTRONICS N V $1.57万0.00%455 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $1.58万0.00%110 -42-27.6% -$6,016 减仓
EUSB ISHARES TR $1.59万0.00%365 -3,516-90.6% -$15.31万 减仓
TLH ISHARES TR $1.61万0.00%160 160— $1.61万 新建仓
SPG SIMON PPTY GROUP INC NEW $1.62万0.00%87 67.4% $1,119 加仓
BKR BAKER HUGHES COMPANY $1.62万0.00%266 -1-0.4% -$61 减仓
GIS GENERAL MILLS INC $1.62万0.00%437 5514.4% $2,045 加仓
LAMR LAMAR ADVERTISING CO $1.63万0.00%129 -14-9.8% -$1,773 减仓
PPG PPG INDS INC $1.65万0.00%154 6267.4% $6,627 加仓
HIG HARTFORD INSURANCE GROUP INC $1.65万0.00%122 102510.0% $1.38万 加仓
NVMI NOVA LTD $1.65万0.00%38 361,800.0% $1.56万 加仓
FIX COMFORT SYS USA INC $1.65万0.00%12 220.0% $2,758 加仓
SILJ AMPLIFY ETF TR $1.66万0.00%558 558— $1.66万 新建仓
EOS EATON VANCE ENHANCED EQUITY $1.68万0.00%820 00.0% — 不变