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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $10.55万 | 0.01% | 779 | 743 | 2,063.9% | $10.07万 | 加仓 |
| MELI | MERCADOLIBRE INC | $10.72万 | 0.01% | 62 | -18 | -22.5% | -$3.11万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $10.81万 | 0.02% | 1,171 | 17 | 1.5% | $1,569 | 加仓 |
| C | CITIGROUP INC | $11.01万 | 0.02% | 971 | 57 | 6.2% | $6,465 | 加仓 |
| WM | WASTE MGMT INC DEL | $11.14万 | 0.02% | 485 | 45 | 10.2% | $1.03万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $11.18万 | 0.02% | 1,136 | 71 | 6.7% | $6,985 | 加仓 |
| VUG | VANGUARD INDEX FDS | $11.32万 | 0.02% | 259 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $11.40万 | 0.02% | 1,966 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $11.41万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $11.58万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $11.63万 | 0.02% | 1,000 | -910 | -47.6% | -$10.58万 | 减仓 |
| FNV | FRANCO NEV CORP | $11.86万 | 0.02% | 480 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $11.97万 | 0.02% | 1,009 | -4 | -0.4% | -$474 | 减仓 |
| — | INNOVATOR ETFS TRUST | $12.14万 | 0.02% | 5,723 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $12.18万 | 0.02% | 136 | 2 | 1.5% | $1,790 | 加仓 |
| BX | BLACKSTONE INC | $12.27万 | 0.02% | 1,067 | -61 | -5.4% | -$7,013 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $12.27万 | 0.02% | 2,886 | 2,300 | 392.5% | $9.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $12.29万 | 0.02% | 1,299 | 3 | 0.2% | $284 | 加仓 |
| WMB | WILLIAMS COS INC | $12.36万 | 0.02% | 1,698 | 125 | 7.9% | $9,098 | 加仓 |
| SLB | SLB LIMITED | $12.36万 | 0.02% | 2,406 | 53 | 2.3% | $2,724 | 加仓 |
| LIN | LINDE PLC | $12.40万 | 0.02% | 250 | 121 | 93.8% | $6.00万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $12.55万 | 0.02% | 2,081 | 1,744 | 517.5% | $10.51万 | 加仓 |
| INTU | INTUIT | $12.58万 | 0.02% | 291 | -45 | -13.4% | -$1.95万 | 减仓 |
| DMXF | ISHARES TR | $12.84万 | 0.02% | 1,702 | -653 | -27.7% | -$4.93万 | 减仓 |
| — | HONEYWELL INTL INC | $12.95万 | 0.02% | 573 | 194 | 51.2% | $4.38万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $13.16万 | 0.02% | 278 | 4 | 1.5% | $1,893 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $13.27万 | 0.02% | 2,643 | 283 | 12.0% | $1.42万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $13.28万 | 0.02% | 1,125 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $13.35万 | 0.02% | 2,888 | 19 | 0.7% | $878 | 加仓 |
| CB | CHUBB LTD SWITZ | $13.49万 | 0.02% | 414 | 40 | 10.7% | $1.30万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $13.83万 | 0.02% | 339 | -348 | -50.7% | -$14.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $13.85万 | 0.02% | 432 | 34 | 8.5% | $1.09万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $13.87万 | 0.02% | 512 | 16 | 3.2% | $4,334 | 加仓 |
| VOE | VANGUARD INDEX FDS | $14.17万 | 0.02% | 769 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $14.23万 | 0.02% | 1,258 | 61 | 5.1% | $6,902 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $14.48万 | 0.02% | 710 | 710 | — | $14.48万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $14.74万 | 0.02% | 818 | 40 | 5.1% | $7,206 | 加仓 |
| HSIC | SCHEIN HENRY INC | $14.87万 | 0.02% | 2,018 | 11 | 0.5% | $811 | 加仓 |
| IBTH | ISHARES TR | $15.46万 | 0.02% | 6,892 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $15.52万 | 0.02% | 1,171 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $15.56万 | 0.02% | 6,985 | -3,488 | -33.3% | -$7.77万 | 减仓 |
| IYW | ISHARES TR | $15.58万 | 0.02% | 859 | -682 | -44.3% | -$12.37万 | 减仓 |
| — | PCM FD INC | $15.61万 | 0.02% | 27,330 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $15.65万 | 0.02% | 7,935 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $15.65万 | 0.02% | 7,164 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $15.67万 | 0.02% | 438 | 131 | 42.7% | $4.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $15.72万 | 0.02% | 581 | -22 | -3.6% | -$5,953 | 减仓 |
| IFRA | ISHARES TR | $15.73万 | 0.02% | 2,750 | -517 | -15.8% | -$2.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $15.84万 | 0.02% | 654 | -18 | -2.7% | -$4,361 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $15.99万 | 0.02% | 2,280 | 1,803 | 378.0% | $12.65万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $16.06万 | 0.02% | 4,425 | -1,150 | -20.6% | -$4.17万 | 减仓 |
| IAU | ISHARES GOLD TR | $16.37万 | 0.02% | 1,857 | -6 | -0.3% | -$529 | 减仓 |
| IBDS | ISHARES TR | $16.54万 | 0.02% | 6,825 | 4,655 | 214.5% | $11.28万 | 加仓 |
| WELL | WELLTOWER INC | $16.58万 | 0.02% | 839 | 21 | 2.6% | $4,150 | 加仓 |
| IBMS | ISHARES TR | $16.79万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $16.95万 | 0.02% | 3,387 | 2,807 | 484.0% | $14.05万 | 加仓 |
| IWM | ISHARES TR | $17.34万 | 0.02% | 699 | 77 | 12.4% | $1.91万 | 加仓 |
| SKYW | SKYWEST INC | $17.39万 | 0.02% | 1,894 | 184 | 10.8% | $1.69万 | 加仓 |
| AZO | AUTOZONE INC | $17.43万 | 0.02% | 52 | 7 | 15.6% | $2.35万 | 加仓 |
| ICF | ISHARES TR | $17.61万 | 0.02% | 2,845 | -641 | -18.4% | -$3.97万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $17.67万 | 0.02% | 4,550 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $17.78万 | 0.02% | 418 | -74 | -15.0% | -$3.15万 | 减仓 |
| ASML | ASML HLDG NV | $17.83万 | 0.02% | 135 | 9 | 7.1% | $1.19万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $17.92万 | 0.02% | 4,228 | -586 | -12.2% | -$2.48万 | 减仓 |
| DVY | ISHARES TR | $18.14万 | 0.03% | 1,198 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $18.85万 | 0.03% | 3,633 | 348 | 10.6% | $1.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $18.87万 | 0.03% | 3,491 | 48 | 1.4% | $2,594 | 加仓 |
| SLV | ISHARES SILVER TR | $19.40万 | 0.03% | 2,847 | -924 | -24.5% | -$6.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $19.43万 | 0.03% | 575 | 202 | 54.2% | $6.82万 | 加仓 |
| RTX | RTX CORPORATION | $19.60万 | 0.03% | 1,016 | 25 | 2.5% | $4,823 | 加仓 |
| PYLD | PIMCO ETF TR | $19.78万 | 0.03% | 7,550 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $19.80万 | 0.03% | 3,969 | 2,620 | 194.2% | $13.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $19.98万 | 0.03% | 1,271 | 12 | 1.0% | $1,887 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.03万 | 0.03% | 5,214 | 107 | 2.1% | $4,111 | 加仓 |
| LOW | LOWES COS INC | $20.05万 | 0.03% | 849 | -20 | -2.3% | -$4,724 | 减仓 |
| LRCX | LAM RESEARCH CORP | $20.05万 | 0.03% | 939 | 175 | 22.9% | $3.74万 | 加仓 |
| — | ELECTRONIC ARTS INC | $20.63万 | 0.03% | 1,012 | 38 | 3.9% | $7,748 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.66万 | 0.03% | 993 | -60 | -5.7% | -$1.25万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.67万 | 0.03% | 2,348 | -693 | -22.8% | -$6.10万 | 减仓 |
| VHT | VANGUARD WORLD FD | $20.69万 | 0.03% | 760 | -46 | -5.7% | -$1.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $20.91万 | 0.03% | 3,961 | -89 | -2.2% | -$4,697 | 减仓 |
| ADSK | AUTODESK INC | $21.23万 | 0.03% | 887 | 34 | 4.0% | $8,140 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.28万 | 0.03% | 2,581 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.30万 | 0.03% | 4,209 | -384 | -8.4% | -$1.94万 | 减仓 |
| EME | EMCOR GROUP INC | $21.34万 | 0.03% | 289 | 3 | 1.0% | $2,215 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $21.60万 | 0.03% | 11,140 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $21.62万 | 0.03% | 2,843 | 235 | 9.0% | $1.79万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $21.66万 | 0.03% | 9,700 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.09万 | 0.03% | 261 | 32 | 14.0% | $2.71万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $22.14万 | 0.03% | 29,367 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $22.21万 | 0.03% | 1,529 | -16 | -1.0% | -$2,324 | 减仓 |
| IBDT | ISHARES TR | $22.24万 | 0.03% | 8,779 | 48 | 0.5% | $1,216 | 加仓 |
| D | DOMINION ENERGY INC | $23.01万 | 0.03% | 3,722 | 38 | 1.0% | $2,349 | 加仓 |
| RGLD | ROYAL GOLD INC | $23.64万 | 0.03% | 929 | -43 | -4.4% | -$1.09万 | 减仓 |
| NVS | NOVARTIS AG | $24.30万 | 0.03% | 1,591 | 25 | 1.6% | $3,819 | 加仓 |
| OKE | ONEOK INC NEW | $24.63万 | 0.03% | 2,725 | -9 | -0.3% | -$814 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.06万 | 0.03% | 1,914 | -112 | -5.5% | -$1.47万 | 减仓 |
| WPC | WP CAREY INC | $25.09万 | 0.03% | 3,692 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $25.32万 | 0.04% | 1,272 | 154 | 13.8% | $3.07万 | 加仓 |
| TRP | TC ENERGY CORP | $25.34万 | 0.04% | 4,048 | 0 | 0.0% | — | 不变 |