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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $4.12万 | 0.00% | 107 | 4 | 3.9% | $1,542 | 加仓 |
| VICI | VICI PPTYS INC | $4.16万 | 0.00% | 1,568 | 199 | 14.5% | $5,284 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.17万 | 0.00% | 2,079 | -21 | -1.0% | -$421 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.17万 | 0.00% | 186 | 112 | 151.4% | $2.51万 | 加仓 |
| EAGG | ISHARES TR | $4.18万 | 0.00% | 881 | 307 | 53.5% | $1.46万 | 加仓 |
| PWR | QUANTA SVCS INC | $4.18万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $4.19万 | 0.01% | 754 | 321 | 74.1% | $1.78万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.19万 | 0.01% | 143 | -55 | -27.8% | -$1.61万 | 减仓 |
| ADBE | ADOBE INC | $4.19万 | 0.01% | 205 | 84 | 69.4% | $1.72万 | 加仓 |
| MCO | MOODYS CORP | $4.21万 | 0.01% | 93 | 3 | 3.3% | $1,359 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $4.25万 | 0.01% | 358 | 4 | 1.1% | $475 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.27万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $4.29万 | 0.01% | 366 | 1 | 0.3% | $117 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $4.30万 | 0.01% | 930 | 10 | 1.1% | $463 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $4.31万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $4.34万 | 0.01% | 479 | 6 | 1.3% | $543 | 加仓 |
| IDA | IDACORP INC | $4.34万 | 0.01% | 287 | 20 | 7.5% | $3,026 | 加仓 |
| CRH | CRH PLC | $4.38万 | 0.01% | 409 | 63 | 18.2% | $6,741 | 加仓 |
| ETR | ENTERGY CORP NEW | $4.39万 | 0.01% | 382 | 5 | 1.3% | $574 | 加仓 |
| PFF | ISHARES TR | $4.39万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $4.39万 | 0.01% | 574 | 21 | 3.8% | $1,606 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $4.40万 | 0.01% | 238 | 1 | 0.4% | $185 | 加仓 |
| MTB | M & T BK CORP | $4.43万 | 0.01% | 186 | 10 | 5.7% | $2,380 | 加仓 |
| VDE | VANGUARD WORLD FD | $4.49万 | 0.01% | 299 | 19 | 6.8% | $2,852 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4.52万 | 0.01% | 626 | 79 | 14.4% | $5,701 | 加仓 |
| — | ROUNDHILL ETF TRUST | $4.54万 | 0.01% | 887 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $4.54万 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $4.57万 | 0.01% | 71 | 2 | 2.9% | $1,288 | 加仓 |
| AFL | AFLAC INC | $4.60万 | 0.01% | 392 | 62 | 18.8% | $7,271 | 加仓 |
| CTVA | CORTEVA INC | $4.62万 | 0.01% | 545 | 21 | 4.0% | $1,779 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.62万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4.63万 | 0.01% | 1,254 | 37 | 3.0% | $1,367 | 加仓 |
| CRWV | COREWEAVE INC | $4.67万 | 0.01% | 469 | 332 | 242.3% | $3.31万 | 加仓 |
| NET | CLOUDFLARE INC | $4.68万 | 0.01% | 191 | 61 | 46.9% | $1.50万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4.72万 | 0.01% | 122 | -73 | -37.4% | -$2.82万 | 减仓 |
| CPRT | COPART INC | $4.72万 | 0.01% | 1,676 | -98 | -5.5% | -$2,763 | 减仓 |
| VCR | VANGUARD WORLD FD | $4.74万 | 0.01% | 119 | 14 | 13.3% | $5,573 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $4.74万 | 0.01% | 1,779 | -2 | -0.1% | -$53 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $4.75万 | 0.01% | 901 | -116 | -11.4% | -$6,120 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $4.77万 | 0.01% | 520 | 179 | 52.5% | $1.64万 | 加仓 |
| IYG | ISHARES TR | $4.81万 | 0.01% | 531 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $4.82万 | 0.01% | 314 | 9 | 3.0% | $1,383 | 加仓 |
| CW | CURTISS WRIGHT CORP | $4.85万 | 0.01% | 64 | 1 | 1.6% | $758 | 加仓 |
| O | REALTY INCOME CORP | $4.85万 | 0.01% | 783 | -44 | -5.3% | -$2,726 | 减仓 |
| ROST | ROSS STORES INC | $4.85万 | 0.01% | 228 | 27 | 13.4% | $5,747 | 加仓 |
| GDX | VANECK ETF TRUST | $4.87万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4.90万 | 0.01% | 939 | 17 | 1.8% | $887 | 加仓 |
| ITB | ISHARES TR | $4.93万 | 0.01% | 472 | 1 | 0.2% | $105 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.94万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $5.00万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.00万 | 0.01% | 695 | 171 | 32.6% | $1.23万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $5.12万 | 0.01% | 1,477 | -53 | -3.5% | -$1,838 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5.22万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5.23万 | 0.01% | 403 | 85 | 26.7% | $1.10万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $5.25万 | 0.01% | 2,093 | 72 | 3.6% | $1,804 | 加仓 |
| GSK | GSK PLC | $5.30万 | 0.01% | 1,011 | 19 | 1.9% | $996 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $5.33万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.33万 | 0.01% | 2,750 | 2,750 | — | $5.33万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $5.37万 | 0.01% | 986 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $5.37万 | 0.01% | 1,946 | 24 | 1.2% | $662 | 加仓 |
| UL | UNILEVER PLC | $5.39万 | 0.01% | 896 | -654 | -42.2% | -$3.93万 | 减仓 |
| APP | APPLOVIN CORP | $5.41万 | 0.01% | 105 | 41 | 64.1% | $2.11万 | 加仓 |
| MKSI | MKS INC. | $5.43万 | 0.01% | 122 | 2 | 1.7% | $890 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.45万 | 0.01% | 310 | 13 | 4.4% | $2,284 | 加仓 |
| RSG | REPUBLIC SVCS INC | $5.46万 | 0.01% | 256 | 32 | 14.3% | $6,830 | 加仓 |
| XSD | SPDR SERIES TRUST | $5.51万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $5.56万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.59万 | 0.01% | 1,700 | 1,700 | — | $5.59万 | 新建仓 |
| MCK | MCKESSON CORP | $5.59万 | 0.01% | 74 | -15 | -16.9% | -$1.13万 | 减仓 |
| ATI | ATI INC | $5.60万 | 0.01% | 284 | 6 | 2.2% | $1,183 | 加仓 |
| MELI | MERCADOLIBRE INC | $5.60万 | 0.01% | 33 | -29 | -46.8% | -$4.92万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $5.63万 | 0.01% | 2,291 | -1,263 | -35.5% | -$3.10万 | 减仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $5.64万 | 0.01% | 2,587 | 43 | 1.7% | $937 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.64万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $5.73万 | 0.01% | 818 | -4 | -0.5% | -$280 | 减仓 |
| DY | DYCOM INDS INC | $5.76万 | 0.01% | 114 | 2 | 1.8% | $1,011 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.77万 | 0.01% | 2,875 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5.81万 | 0.01% | 460 | -32 | -6.5% | -$4,043 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $5.81万 | 0.01% | 1,559 | 123 | 8.6% | $4,587 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.82万 | 0.01% | 200 | 1 | 0.5% | $291 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $5.85万 | 0.01% | 290 | 1 | 0.3% | $202 | 加仓 |
| MET | METLIFE INC | $5.85万 | 0.01% | 692 | 153 | 28.4% | $1.29万 | 加仓 |
| EVUS | ISHARES TR | $5.93万 | 0.01% | 1,688 | 193 | 12.9% | $6,776 | 加仓 |
| ACWI | ISHARES TR | $5.93万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $5.96万 | 0.01% | 1,472 | 26 | 1.8% | $1,053 | 加仓 |
| IUSG | ISHARES TR | $6.00万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $6.04万 | 0.01% | 273 | 273 | — | $6.04万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.05万 | 0.01% | 183 | 12 | 7.0% | $3,966 | 加仓 |
| HON | HONEYWELL INTL INC | $6.11万 | 0.01% | 273 | -300 | -52.4% | -$6.72万 | 减仓 |
| SMH | VANECK ETF TRUST | $6.19万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $6.21万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $6.23万 | 0.01% | 426 | 35 | 9.0% | $5,116 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6.31万 | 0.01% | 719 | -245 | -25.4% | -$2.15万 | 减仓 |
| SMMV | ISHARES TR | $6.53万 | 0.01% | 1,418 | 3 | 0.2% | $138 | 加仓 |
| CTAS | CINTAS CORP | $6.57万 | 0.01% | 386 | -85 | -18.0% | -$1.45万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $6.62万 | 0.01% | 187 | -4 | -2.1% | -$1,417 | 减仓 |
| ECL | ECOLAB INC | $6.66万 | 0.01% | 239 | -38 | -13.7% | -$1.06万 | 减仓 |
| VRSN | VERISIGN INC | $6.69万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.70万 | 0.01% | 513 | 13 | 2.6% | $1,697 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.71万 | 0.01% | 3,315 | 0 | 0.0% | — | 不变 |