Physician Wealth Advisors, Inc.
MIDVALE UT · SEC CIK 0001795173
$8.37亿2026Q2 申报市值
2,333持仓数
51.2%前十大占比 · 第一大 12.3%
335 / 147新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$3,468.89万
IALT 新建仓+$830.97万
ACWX 加仓+$659.39万
SHLD 加仓+$266.71万
IVW 加仓+$266.15万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,374.54万
EFV 减仓-$1,103.11万
DFAE 减仓-$556.88万
THRO 减仓-$489.77万
BAI 减仓-$423.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $1.41万 | 0.00% | 254 | -12 | -4.5% | -$666 | 减仓 |
| AMCR | AMCOR PLC | $1.42万 | 0.00% | 328 | 20 | 6.5% | $867 | 加仓 |
| SRE | SEMPRA | $1.44万 | 0.00% | 155 | 24 | 18.3% | $2,225 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1.44万 | 0.00% | 504 | 504 | — | $1.44万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.45万 | 0.00% | 304 | 14 | 4.8% | $666 | 加仓 |
| SILJ | AMPLIFY ETF TR | $1.45万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $1.46万 | 0.00% | 277 | 1 | 0.4% | $53 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.46万 | 0.00% | 191 | 22 | 13.0% | $1,681 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1.46万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.47万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $1.47万 | 0.00% | 256 | 97 | 61.0% | $5,568 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.48万 | 0.00% | 241 | -4,636 | -95.1% | -$28.42万 | 减仓 |
| ARKF | ARK ETF TR | $1.49万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.49万 | 0.00% | 149 | 11 | 8.0% | $1,101 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.49万 | 0.00% | 242 | 11 | 4.8% | $679 | 加仓 |
| — | SELECT MED HLDGS CORP | $1.50万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.51万 | 0.00% | 199 | 39 | 24.4% | $2,954 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1.51万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $1.51万 | 0.00% | 62 | -8 | -11.4% | -$1,949 | 减仓 |
| KB | KB FINL GROUP INC | $1.51万 | 0.00% | 144 | 53 | 58.2% | $5,563 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.52万 | 0.00% | 33 | -63 | -65.6% | -$2.89万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1.52万 | 0.00% | 101 | 10 | 11.0% | $1,500 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.52万 | 0.00% | 64 | 5 | 8.5% | $1,187 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1.52万 | 0.00% | 1,659 | 82 | 5.2% | $753 | 加仓 |
| NXH | BED BATH & BEYOND INC | $1.52万 | 0.00% | 2,631 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.53万 | 0.00% | 225 | 125 | 125.0% | $8,492 | 加仓 |
| EWY | ISHARES INC | $1.53万 | 0.00% | 76 | 13 | 20.6% | $2,625 | 加仓 |
| MDB | MONGODB INC | $1.55万 | 0.00% | 46 | 13 | 39.4% | $4,367 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.55万 | 0.00% | 301 | 69 | 29.7% | $3,548 | 加仓 |
| DGT | SPDR SERIES TRUST | $1.55万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1.56万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1.57万 | 0.00% | 239 | 14 | 6.2% | $921 | 加仓 |
| HACK | AMPLIFY ETF TR | $1.57万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1.58万 | 0.00% | 93 | 24 | 34.8% | $4,070 | 加仓 |
| ARGX | ARGENX SE | $1.58万 | 0.00% | 17 | 6 | 54.5% | $5,567 | 加仓 |
| CNO | CNO FINL GROUP INC | $1.59万 | 0.00% | 312 | 92 | 41.8% | $4,690 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1.59万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.60万 | 0.00% | 228 | 28 | 14.0% | $1,962 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $1.60万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $1.60万 | 0.00% | 116 | 2 | 1.8% | $275 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.60万 | 0.00% | 552 | -17,266 | -96.9% | -$50.00万 | 减仓 |
| DTE | DTE ENERGY CO | $1.60万 | 0.00% | 105 | 7 | 7.1% | $1,067 | 加仓 |
| EUSB | ISHARES TR | $1.60万 | 0.00% | 369 | 4 | 1.1% | $174 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.61万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $1.61万 | 0.00% | 529 | -172 | -24.5% | -$5,224 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1.61万 | 0.00% | 86 | 55 | 177.4% | $1.03万 | 加仓 |
| LEN | LENNAR CORP | $1.62万 | 0.00% | 179 | 169 | 1,690.0% | $1.53万 | 加仓 |
| TLH | ISHARES TR | $1.63万 | 0.00% | 162 | 2 | 1.2% | $201 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.63万 | 0.00% | 89 | 4 | 4.7% | $732 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.63万 | 0.00% | 219 | 107 | 95.5% | $7,975 | 加仓 |
| PHM | PULTE GROUP INC | $1.63万 | 0.00% | 119 | -42 | -26.1% | -$5,763 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.64万 | 0.00% | 27 | 2 | 8.0% | $1,213 | 加仓 |
| RLI | RLI CORP | $1.65万 | 0.00% | 279 | -19 | -6.4% | -$1,122 | 减仓 |
| NKE | NIKE INC | $1.65万 | 0.00% | 402 | 347 | 630.9% | $1.42万 | 加仓 |
| AME | AMETEK INC | $1.67万 | 0.00% | 69 | 50 | 263.2% | $1.21万 | 加仓 |
| RELX | RELX PLC | $1.67万 | 0.00% | 528 | 10 | 1.9% | $317 | 加仓 |
| IYE | ISHARES TR | $1.68万 | 0.00% | 296 | 1 | 0.3% | $57 | 加仓 |
| NICE | NICE LTD | $1.68万 | 0.00% | 185 | 6 | 3.4% | $545 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1.68万 | 0.00% | 141 | 13 | 10.2% | $1,550 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.68万 | 0.00% | 34 | 15 | 78.9% | $7,426 | 加仓 |
| FISV | FISERV INC | $1.69万 | 0.00% | 344 | 26 | 8.2% | $1,275 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.69万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1.70万 | 0.00% | 104 | -6 | -5.5% | -$978 | 减仓 |
| BOH | BANK HAWAII CORP | $1.70万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1.70万 | 0.00% | 63 | -15 | -19.2% | -$4,057 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.72万 | 0.00% | 253 | 68 | 36.8% | $4,611 | 加仓 |
| GIS | GENERAL MILLS INC | $1.73万 | 0.00% | 497 | 60 | 13.7% | $2,086 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.73万 | 0.00% | 179 | 53 | 42.1% | $5,135 | 加仓 |
| IDV | ISHARES TR | $1.75万 | 0.00% | 423 | 6 | 1.4% | $248 | 加仓 |
| BAP | CREDICORP LTD | $1.75万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $1.76万 | 0.00% | 207 | -181 | -46.6% | -$1.54万 | 减仓 |
| KGC | KINROSS GOLD CORP | $1.76万 | 0.00% | 744 | 69 | 10.2% | $1,630 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.76万 | 0.00% | 154 | -474 | -75.5% | -$5.41万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.76万 | 0.00% | 246 | 22 | 9.8% | $1,575 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.76万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.77万 | 0.00% | 133 | 89 | 202.3% | $1.18万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.77万 | 0.00% | 214 | -2 | -0.9% | -$166 | 减仓 |
| PCG | PG&E CORP | $1.78万 | 0.00% | 1,058 | 218 | 26.0% | $3,667 | 加仓 |
| PRG | PROG HOLDINGS INC | $1.78万 | 0.00% | 382 | 13 | 3.5% | $606 | 加仓 |
| SHV | ISHARES TR | $1.78万 | 0.00% | 161 | 1 | 0.6% | $111 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1.78万 | 0.00% | 282 | 171 | 154.1% | $1.08万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.79万 | 0.00% | 72 | -61 | -45.9% | -$1.52万 | 减仓 |
| FOXA | FOX CORP | $1.79万 | 0.00% | 343 | 5 | 1.5% | $261 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $1.79万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.79万 | 0.00% | 41 | -1 | -2.4% | -$438 | 减仓 |
| — | PROSHARES TR | $1.80万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $1.80万 | 0.00% | 463 | 231 | 99.6% | $8,982 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $1.81万 | 0.00% | 820 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $1.82万 | 0.00% | 250 | 202 | 420.8% | $1.47万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1.82万 | 0.00% | 339 | 215 | 173.4% | $1.15万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.82万 | 0.00% | 1,050 | 100 | 10.5% | $1,735 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.85万 | 0.00% | 205 | 61 | 42.4% | $5,518 | 加仓 |
| XYZ | BLOCK INC | $1.86万 | 0.00% | 245 | 2 | 0.8% | $152 | 加仓 |
| CPAY | CORPAY INC | $1.87万 | 0.00% | 56 | -3 | -5.1% | -$1,000 | 减仓 |
| ARKW | ARK ETF TR | $1.87万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $1.87万 | 0.00% | 619 | -80 | -11.4% | -$2,416 | 减仓 |
| TRGP | TARGA RES CORP | $1.88万 | 0.00% | 70 | 14 | 25.0% | $3,754 | 加仓 |
| FC | FRANKLIN COVEY CO | $1.89万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1.89万 | 0.00% | 476 | -59 | -11.0% | -$2,341 | 减仓 |