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 |
|---|---|---|---|---|---|---|---|---|
| VICI | VICI PPTYS INC | $3.74万 | 0.01% | 1,369 | 483 | 54.5% | $1.32万 | 加仓 |
| RBC | RBC BEARINGS INC | $3.75万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $3.78万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER TIMBER LTD | $3.78万 | 0.01% | 579 | 370 | 177.0% | $2.42万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $3.79万 | 0.01% | 887 | 24 | 2.8% | $1,025 | 加仓 |
| IGV | ISHARES TR | $3.79万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $3.79万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.81万 | 0.01% | 539 | 104 | 23.9% | $7,353 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $3.81万 | 0.01% | 377 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $3.82万 | 0.01% | 267 | -22 | -7.6% | -$3,145 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.83万 | 0.01% | 632 | 155 | 32.5% | $9,401 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3.84万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $3.86万 | 0.01% | 235 | 11 | 4.9% | $1,805 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3.86万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.87万 | 0.01% | 357 | 23 | 6.9% | $2,491 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3.89万 | 0.01% | 902 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.90万 | 0.01% | 2,100 | 2,100 | — | $3.90万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3.91万 | 0.01% | 312 | 8 | 2.6% | $1,003 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.93万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $3.93万 | 0.01% | 90 | -68 | -43.0% | -$2.97万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $3.93万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $3.93万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.93万 | 0.01% | 547 | 368 | 205.6% | $2.65万 | 加仓 |
| AA | ALCOA CORP | $3.96万 | 0.01% | 598 | 9 | 1.5% | $597 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.97万 | 0.01% | 672 | 26 | 4.0% | $1,536 | 加仓 |
| ATI | ATI INC | $4.04万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $4.09万 | 0.01% | 136 | 116 | 580.0% | $3.49万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $4.11万 | 0.01% | 1,762 | 623 | 54.7% | $1.45万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $4.11万 | 0.01% | 862 | 862 | — | $4.11万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $4.12万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $4.18万 | 0.01% | 584 | 15 | 2.6% | $1,072 | 加仓 |
| MRNA | MODERNA INC | $4.18万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $4.24万 | 0.01% | 377 | 135 | 55.8% | $1.52万 | 加仓 |
| VVV | VALVOLINE INC | $4.26万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $4.27万 | 0.01% | 471 | 1 | 0.2% | $91 | 加仓 |
| CMS | CMS ENERGY CORP | $4.29万 | 0.01% | 553 | -150 | -21.3% | -$1.16万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $4.29万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4.35万 | 0.01% | 922 | -21 | -2.2% | -$990 | 减仓 |
| ROST | ROSS STORES INC | $4.35万 | 0.01% | 201 | 16 | 8.6% | $3,466 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4.36万 | 0.01% | 484 | -106 | -18.0% | -$9,552 | 减仓 |
| PFF | ISHARES TR | $4.37万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4.38万 | 0.01% | 2,021 | -24 | -1.2% | -$520 | 减仓 |
| CTVA | CORTEVA INC | $4.39万 | 0.01% | 524 | 35 | 7.2% | $2,930 | 加仓 |
| IYG | ISHARES TR | $4.40万 | 0.01% | 531 | 1 | 0.2% | $83 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4.43万 | 0.01% | 574 | 56 | 10.8% | $4,326 | 加仓 |
| VST | VISTRA CORP | $4.54万 | 0.01% | 302 | 96 | 46.6% | $1.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.56万 | 0.01% | 284 | 96 | 51.1% | $1.54万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.58万 | 0.01% | 1,030 | -75 | -6.8% | -$3,335 | 减仓 |
| EOG | EOG RES INC | $4.60万 | 0.01% | 318 | -17 | -5.1% | -$2,458 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4.66万 | 0.01% | 96 | 83 | 638.5% | $4.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.69万 | 0.01% | 2,500 | 2,500 | — | $4.69万 | 新建仓 |
| ARTY | ISHARES TR | $4.69万 | 0.01% | 1,009 | -1 | -0.1% | -$47 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $4.75万 | 0.01% | 239 | -100 | -29.5% | -$1.99万 | 减仓 |
| EVUS | ISHARES TR | $4.76万 | 0.01% | 1,495 | 1,167 | 355.8% | $3.71万 | 加仓 |
| CVS | CVS HEALTH CORP | $4.82万 | 0.01% | 671 | -57 | -7.8% | -$4,094 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.84万 | 0.01% | 80 | 38 | 90.5% | $2.30万 | 加仓 |
| VDE | VANGUARD WORLD FD | $4.85万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $4.89万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.89万 | 0.01% | 1,781 | 85 | 5.0% | $2,334 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.91万 | 0.01% | 400 | 103 | 34.7% | $1.26万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $4.92万 | 0.01% | 224 | -27 | -10.8% | -$5,925 | 减仓 |
| IUSG | ISHARES TR | $4.95万 | 0.01% | 319 | 319 | — | $4.95万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $4.97万 | 0.01% | 1,922 | 24 | 1.3% | $621 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4.98万 | 0.01% | 1,017 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $4.98万 | 0.01% | 1,446 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $4.99万 | 0.01% | 128 | 101 | 374.1% | $3.94万 | 加仓 |
| ALC | ALCON AG | $5.04万 | 0.01% | 669 | -1 | -0.1% | -$75 | 减仓 |
| O | REALTY INCOME CORP | $5.06万 | 0.01% | 827 | 63 | 8.2% | $3,854 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $5.07万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $5.08万 | 0.01% | 1,400 | 1,400 | — | $5.08万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.12万 | 0.01% | 391 | 65 | 19.9% | $8,516 | 加仓 |
| CME | CME GROUP INC | $5.14万 | 0.01% | 174 | 8 | 4.8% | $2,363 | 加仓 |
| WAT | WATERS CORP | $5.15万 | 0.01% | 173 | 124 | 253.1% | $3.69万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $5.17万 | 0.01% | 2,232 | 2,232 | — | $5.17万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5.20万 | 0.01% | 171 | 4 | 2.4% | $1,216 | 加仓 |
| ACWI | ISHARES TR | $5.23万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $5.23万 | 0.01% | 301 | -138 | -31.4% | -$2.40万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.25万 | 0.01% | 68 | 4 | 6.2% | $3,091 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $5.32万 | 0.01% | 986 | 16 | 1.6% | $864 | 加仓 |
| IBDU | ISHARES TR | $5.35万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $5.41万 | 0.01% | 2,470 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.46万 | 0.01% | 2,875 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $5.47万 | 0.01% | 992 | -503 | -33.6% | -$2.78万 | 减仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $5.48万 | 0.01% | 2,544 | -100 | -3.8% | -$2,156 | 减仓 |
| WY | WEYERHAEUSER CO | $5.51万 | 0.01% | 2,254 | 1,692 | 301.1% | $4.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.52万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $5.53万 | 0.01% | 588 | -17 | -2.8% | -$1,598 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $5.56万 | 0.01% | 946 | 22 | 2.4% | $1,293 | 加仓 |
| NU | NU HLDGS LTD | $5.59万 | 0.01% | 3,888 | -144 | -3.6% | -$2,069 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.70万 | 0.01% | 274 | 2 | 0.7% | $416 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.71万 | 0.01% | 195 | -11 | -5.3% | -$3,220 | 减仓 |
| BP | BP PLC | $5.72万 | 0.01% | 1,217 | 8 | 0.7% | $376 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5.75万 | 0.01% | 198 | 9 | 4.8% | $2,614 | 加仓 |
| CATY | CATHAY GEN BANCORP | $5.79万 | 0.01% | 1,161 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $5.83万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $5.84万 | 0.01% | 1,631 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $5.87万 | 0.01% | 297 | -4 | -1.3% | -$791 | 减仓 |
| CPRT | COPART INC | $5.89万 | 0.01% | 1,774 | -81 | -4.4% | -$2,689 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.89万 | 0.01% | 939 | -140 | -13.0% | -$8,785 | 减仓 |
| GDX | VANECK ETF TRUST | $5.92万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |