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 |
|---|---|---|---|---|---|---|---|---|
| PRI | PRIMERICA INC | $2.58万 | 0.00% | 103 | 23 | 28.7% | $5,766 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.59万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX ETF TRUST | $2.61万 | 0.00% | 530 | -20 | -3.6% | -$983 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $2.61万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $2.61万 | 0.00% | 416 | -2 | -0.5% | -$126 | 减仓 |
| INDA | ISHARES TR | $2.63万 | 0.00% | 561 | 66 | 13.3% | $3,091 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $2.63万 | 0.00% | 1,182 | 41 | 3.6% | $913 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.63万 | 0.00% | 201 | 7 | 3.6% | $918 | 加仓 |
| EBAY | EBAY INC. | $2.64万 | 0.00% | 290 | 24 | 9.0% | $2,184 | 加仓 |
| DDOG | DATADOG INC | $2.65万 | 0.00% | 225 | 29 | 14.8% | $3,418 | 加仓 |
| NET | CLOUDFLARE INC | $2.68万 | 0.00% | 130 | -72 | -35.6% | -$1.49万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $2.70万 | 0.00% | 250 | 91 | 57.2% | $9,841 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.71万 | 0.00% | 471 | 145 | 44.5% | $8,358 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.72万 | 0.00% | 376 | 12 | 3.3% | $870 | 加仓 |
| EAGG | ISHARES TR | $2.73万 | 0.00% | 574 | 4 | 0.7% | $190 | 加仓 |
| JBL | JABIL INC | $2.74万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2.74万 | 0.00% | 130 | 55 | 73.3% | $1.16万 | 加仓 |
| ESML | ISHARES TR | $2.75万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $2.76万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $2.76万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $2.78万 | 0.00% | 791 | 352 | 80.2% | $1.24万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.78万 | 0.00% | 64 | 54 | 540.0% | $2.35万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2.78万 | 0.00% | 99 | 3 | 3.1% | $843 | 加仓 |
| EXC | EXELON CORP | $2.78万 | 0.00% | 568 | 57 | 11.2% | $2,794 | 加仓 |
| WRB | BERKLEY W R CORP | $2.80万 | 0.00% | 422 | 24 | 6.0% | $1,591 | 加仓 |
| MOAT | VANECK ETF TRUST | $2.80万 | 0.00% | 290 | 6 | 2.1% | $580 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.81万 | 0.00% | 1,657 | 28 | 1.7% | $475 | 加仓 |
| ARKQ | ARK ETF TR | $2.82万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $2.83万 | 0.00% | 311 | 14 | 4.7% | $1,274 | 加仓 |
| KVUE | KENVUE INC | $2.83万 | 0.00% | 1,642 | 109 | 7.1% | $1,879 | 加仓 |
| SNY | SANOFI SA | $2.84万 | 0.00% | 589 | 379 | 180.5% | $1.83万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.85万 | 0.00% | 246 | 131 | 113.9% | $1.52万 | 加仓 |
| COR | CENCORA INC | $2.86万 | 0.00% | 91 | 27 | 42.2% | $8,482 | 加仓 |
| XHB | SPDR SERIES TRUST | $2.86万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $2.86万 | 0.00% | 139 | -2 | -1.4% | -$412 | 减仓 |
| IGSB | ISHARES TR | $2.87万 | 0.00% | 546 | 368 | 206.7% | $1.93万 | 加仓 |
| XSD | SPDR SERIES TRUST | $2.88万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $2.88万 | 0.00% | 216 | 200 | 1,250.0% | $2.67万 | 加仓 |
| NDAQ | NASDAQ INC | $2.89万 | 0.00% | 340 | -60 | -15.0% | -$5,093 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2.91万 | 0.00% | 341 | 32 | 10.4% | $2,727 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $2.92万 | 0.00% | 203 | -4 | -1.9% | -$574 | 减仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $2.92万 | 0.00% | 1,326 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $2.92万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.92万 | 0.00% | 126 | 19 | 17.8% | $4,408 | 加仓 |
| ADBE | ADOBE INC | $2.93万 | 0.00% | 121 | -55 | -31.2% | -$1.33万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2.96万 | 0.00% | 120 | -106 | -46.9% | -$2.62万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $3.01万 | 0.00% | 987 | -21 | -2.1% | -$641 | 减仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $3.07万 | 0.00% | 195 | 195 | — | $3.07万 | 新建仓 |
| HDB | HDFC BANK LTD | $3.08万 | 0.00% | 1,236 | 33 | 2.7% | $821 | 加仓 |
| ROL | ROLLINS INC | $3.08万 | 0.00% | 577 | 83 | 16.8% | $4,433 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.08万 | 0.00% | 433 | 163 | 60.4% | $1.16万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3.09万 | 0.00% | 649 | 168 | 34.9% | $8,011 | 加仓 |
| TRU | TRANSUNION | $3.11万 | 0.00% | 449 | -57 | -11.3% | -$3,944 | 减仓 |
| USFR | WISDOMTREE TR | $3.12万 | 0.00% | 620 | 620 | — | $3.12万 | 新建仓 |
| RMOP | TIDAL TRUST III | $3.13万 | 0.00% | 1,257 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.13万 | 0.00% | 433 | -187 | -30.2% | -$1.35万 | 减仓 |
| — | PROSHARES TR | $3.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $3.16万 | 0.00% | 319 | -13 | -3.9% | -$1,288 | 减仓 |
| IXJ | ISHARES TR | $3.16万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $3.18万 | 0.00% | 1,530 | 60 | 4.1% | $1,246 | 加仓 |
| GM | GENERAL MTRS CO | $3.18万 | 0.00% | 427 | 6 | 1.4% | $447 | 加仓 |
| PWR | QUANTA SVCS INC | $3.18万 | 0.00% | 58 | 4 | 7.4% | $2,196 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3.20万 | 0.00% | 3,220 | 3,087 | 2,321.1% | $3.07万 | 加仓 |
| SAP | SAP SE | $3.20万 | 0.00% | 187 | 2 | 1.1% | $342 | 加仓 |
| GDDY | GODADDY INC | $3.21万 | 0.00% | 388 | -48 | -11.0% | -$3,968 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $3.21万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $3.23万 | 0.00% | 33 | 24 | 266.7% | $2.35万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $3.26万 | 0.00% | 398 | 2 | 0.5% | $164 | 加仓 |
| GLW | CORNING INC | $3.29万 | 0.00% | 242 | 9 | 3.9% | $1,224 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3.29万 | 0.00% | 79 | 52 | 192.6% | $2.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3.30万 | 0.00% | 448 | 41 | 10.1% | $3,019 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.31万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $3.32万 | 0.00% | 1,606 | 140 | 9.5% | $2,898 | 加仓 |
| MUR | MURPHY OIL CORP | $3.33万 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $3.36万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $3.37万 | 0.00% | 1,388 | 1,388 | — | $3.37万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $3.39万 | 0.00% | 118 | -3 | -2.5% | -$862 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $3.41万 | 0.00% | 1,436 | -16 | -1.1% | -$380 | 减仓 |
| IYK | ISHARES TR | $3.45万 | 0.00% | 493 | 2 | 0.4% | $140 | 加仓 |
| MO | ALTRIA GROUP INC | $3.46万 | 0.00% | 524 | 231 | 78.8% | $1.52万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.48万 | 0.00% | 51 | 8 | 18.6% | $5,458 | 加仓 |
| EEMA | ISHARES INC | $3.50万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3.51万 | 0.00% | 698 | -54 | -7.2% | -$2,717 | 减仓 |
| QYLD | GLOBAL X FDS | $3.52万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $3.52万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.53万 | 0.00% | 320 | 44 | 15.9% | $4,856 | 加仓 |
| IDXX | IDEXX LABS INC | $3.54万 | 0.00% | 63 | -4 | -6.0% | -$2,248 | 减仓 |
| HAL | HALLIBURTON CO | $3.54万 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.57万 | 0.00% | 365 | -99 | -21.3% | -$9,671 | 减仓 |
| CRBN | ISHARES TR | $3.59万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $3.60万 | 0.01% | 206 | 44 | 27.2% | $7,683 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $3.60万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $3.61万 | 0.01% | 739 | -12 | -1.6% | -$585 | 减仓 |
| APA | APA CORPORATION | $3.61万 | 0.01% | 851 | -35 | -4.0% | -$1,485 | 减仓 |
| SMH | VANECK ETF TRUST | $3.62万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.62万 | 0.01% | 330 | 19 | 6.1% | $2,085 | 加仓 |
| CRH | CRH PLC | $3.64万 | 0.01% | 346 | -15 | -4.2% | -$1,577 | 减仓 |
| MTB | M & T BK CORP | $3.64万 | 0.01% | 176 | 2 | 1.1% | $413 | 加仓 |
| IUSV | ISHARES TR | $3.64万 | 0.01% | 356 | 356 | — | $3.64万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.71万 | 0.01% | 133 | -21 | -13.6% | -$5,864 | 减仓 |