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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $1.69万 | 0.00% | 57 | 8 | 16.3% | $2,372 | 加仓 |
| IXG | ISHARES TR | $1.69万 | 0.00% | 148 | 25 | 20.3% | $2,855 | 加仓 |
| RLI | RLI CORP | $1.70万 | 0.00% | 298 | -24 | -7.5% | -$1,369 | 减仓 |
| EVRG | EVERGY INC | $1.70万 | 0.00% | 208 | 54 | 35.1% | $4,424 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1.71万 | 0.00% | 1,577 | 68 | 4.5% | $736 | 加仓 |
| CPAY | CORPAY INC | $1.72万 | 0.00% | 59 | 5 | 9.3% | $1,455 | 加仓 |
| RELX | RELX PLC | $1.72万 | 0.00% | 518 | 121 | 30.5% | $4,011 | 加仓 |
| FROG | JFROG LTD | $1.72万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.73万 | 0.00% | 224 | 3 | 1.4% | $231 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $1.75万 | 0.00% | 490 | 17 | 3.6% | $608 | 加仓 |
| SHV | ISHARES TR | $1.77万 | 0.00% | 160 | 112 | 233.3% | $1.24万 | 加仓 |
| TOL | TOLL BROTHERS INC | $1.77万 | 0.00% | 130 | 15 | 13.0% | $2,047 | 加仓 |
| FISV | FISERV INC | $1.77万 | 0.00% | 318 | -31 | -8.9% | -$1,730 | 减仓 |
| IDV | ISHARES TR | $1.77万 | 0.00% | 417 | 1 | 0.2% | $43 | 加仓 |
| TMUS | T-MOBILE US INC | $1.79万 | 0.00% | 85 | -32 | -27.4% | -$6,737 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.80万 | 0.00% | 83 | 34 | 69.4% | $7,373 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.80万 | 0.00% | 114 | -3 | -2.6% | -$474 | 减仓 |
| IR | INGERSOLL RAND INC | $1.80万 | 0.00% | 225 | 69 | 44.2% | $5,528 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.81万 | 0.00% | 261 | -12 | -4.4% | -$832 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.82万 | 0.00% | 185 | 128 | 224.6% | $1.26万 | 加仓 |
| SNPS | SYNOPSYS INC | $1.82万 | 0.00% | 46 | 33 | 253.8% | $1.31万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1.83万 | 0.00% | 699 | 307 | 78.3% | $8,019 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.83万 | 0.00% | 216 | 9 | 4.3% | $761 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.84万 | 0.00% | 94 | 65 | 224.1% | $1.27万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $1.84万 | 0.00% | 279 | 15 | 5.7% | $992 | 加仓 |
| MSTR | STRATEGY INC | $1.85万 | 0.00% | 149 | 80 | 115.9% | $9,951 | 加仓 |
| GWW | WW GRAINGER INC | $1.85万 | 0.00% | 17 | 6 | 54.5% | $6,545 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.86万 | 0.00% | 477 | 451 | 1,734.6% | $1.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.86万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $1.88万 | 0.00% | 259 | 17 | 7.0% | $1,237 | 加仓 |
| BIIB | BIOGEN INC | $1.89万 | 0.00% | 103 | 50 | 94.3% | $9,167 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.89万 | 0.00% | 67 | 2 | 3.1% | $565 | 加仓 |
| PHM | PULTE GROUP INC | $1.89万 | 0.00% | 161 | 93 | 136.8% | $1.09万 | 加仓 |
| DOW | DOW HLDGS INC | $1.91万 | 0.00% | 458 | -95 | -17.2% | -$3,957 | 减仓 |
| IYE | ISHARES TR | $1.91万 | 0.00% | 295 | 1 | 0.3% | $65 | 加仓 |
| SUSC | ISHARES TR | $1.91万 | 0.00% | 826 | 6 | 0.7% | $139 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1.91万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.92万 | 0.00% | 127 | -15 | -10.6% | -$2,262 | 减仓 |
| ERAS | ERASCA INC | $1.93万 | 0.00% | 1,192 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $1.93万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $1.94万 | 0.00% | 152 | -6 | -3.8% | -$767 | 减仓 |
| CGNX | COGNEX CORP | $1.96万 | 0.00% | 400 | -33 | -7.6% | -$1,617 | 减仓 |
| FAST | FASTENAL CO | $1.96万 | 0.00% | 423 | 47 | 12.5% | $2,181 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.97万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.97万 | 0.00% | 1,027 | 167 | 19.4% | $3,209 | 加仓 |
| NICE | NICE LTD | $1.97万 | 0.00% | 179 | 9 | 5.3% | $992 | 加仓 |
| FOXA | FOX CORP | $1.97万 | 0.00% | 338 | -68 | -16.7% | -$3,971 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.99万 | 0.00% | 207 | 142 | 218.5% | $1.36万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.99万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $2.01万 | 0.00% | 801 | 6 | 0.8% | $150 | 加仓 |
| IGF | ISHARES TR | $2.01万 | 0.00% | 300 | 300 | — | $2.01万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $2.01万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2.02万 | 0.00% | 233 | 19 | 8.9% | $1,647 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2.03万 | 0.00% | 78 | 7 | 9.9% | $1,822 | 加仓 |
| FLOT | ISHARES TR | $2.04万 | 0.00% | 400 | 400 | — | $2.04万 | 新建仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $2.04万 | 0.00% | 483 | -50 | -9.4% | -$2,112 | 减仓 |
| XEL | XCEL ENERGY INC | $2.04万 | 0.00% | 257 | 38 | 17.4% | $3,019 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2.05万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $2.06万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $2.06万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $2.08万 | 0.00% | 95 | -24 | -20.2% | -$5,251 | 减仓 |
| PCAR | PACCAR INC | $2.08万 | 0.00% | 180 | 9 | 5.3% | $1,040 | 加仓 |
| PAYX | PAYCHEX INC | $2.10万 | 0.00% | 228 | 125 | 121.4% | $1.15万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $2.12万 | 0.00% | 59 | -6 | -9.2% | -$2,153 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.12万 | 0.00% | 230 | 72 | 45.6% | $6,629 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $2.12万 | 0.00% | 227 | 10 | 4.6% | $933 | 加仓 |
| APG | API GROUP CORP | $2.12万 | 0.00% | 523 | 13 | 2.5% | $527 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.12万 | 0.00% | 60 | 11 | 22.4% | $3,893 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2.13万 | 0.00% | 75 | 73 | 3,650.0% | $2.07万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $2.13万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $2.14万 | 0.00% | 600 | 600 | — | $2.14万 | 新建仓 |
| WAB | WABTEC | $2.15万 | 0.00% | 86 | 33 | 62.3% | $8,257 | 加仓 |
| SHY | ISHARES TR | $2.17万 | 0.00% | 262 | 262 | — | $2.17万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.17万 | 0.00% | 386 | 250 | 183.8% | $1.41万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.18万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES TR | $2.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $2.22万 | 0.00% | 1,972 | 47 | 2.4% | $530 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $2.23万 | 0.00% | 1,159 | -182 | -13.6% | -$3,500 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.25万 | 0.00% | 348 | 28 | 8.8% | $1,809 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $2.25万 | 0.00% | 2,505 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $2.25万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.26万 | 0.00% | 62 | 3 | 5.1% | $1,091 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2.27万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $2.28万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $2.28万 | 0.00% | 448 | -49 | -9.9% | -$2,498 | 减仓 |
| SOBO | SOUTH BOW CORP | $2.33万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $2.36万 | 0.00% | 911 | 911 | — | $2.36万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $2.36万 | 0.00% | 427 | 353 | 477.0% | $1.95万 | 加仓 |
| COMT | ISHARES U S ETF TR | $2.37万 | 0.00% | 701 | 135 | 23.9% | $4,564 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2.38万 | 0.00% | 289 | 6 | 2.1% | $495 | 加仓 |
| EIX | EDISON INTL | $2.44万 | 0.00% | 334 | 29 | 9.5% | $2,122 | 加仓 |
| IJT | ISHARES TR | $2.45万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $2.48万 | 0.00% | 78 | -181 | -69.9% | -$5.75万 | 减仓 |
| FTNT | FORTINET INC | $2.49万 | 0.00% | 305 | 245 | 408.3% | $2.00万 | 加仓 |
| RACE | FERRARI N V | $2.50万 | 0.00% | 74 | 8 | 12.1% | $2,708 | 加仓 |
| USB | US BANCORP | $2.52万 | 0.00% | 484 | -10 | -2.0% | -$520 | 减仓 |
| APP | APPLOVIN CORP | $2.55万 | 0.00% | 64 | -35 | -35.4% | -$1.39万 | 减仓 |
| ING | ING GROEP N.V. | $2.56万 | 0.00% | 982 | 41 | 4.4% | $1,068 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.57万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |