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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.83万 | 0.04% | 4,558 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $25.84万 | 0.04% | 1,972 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $26.30万 | 0.04% | 1,084 | -40 | -3.6% | -$9,705 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.33万 | 0.04% | 805 | 3 | 0.4% | $981 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $26.60万 | 0.04% | 4,877 | -407,158 | -98.8% | -$2,221.01万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $26.71万 | 0.04% | 7,965 | 189 | 2.4% | $6,337 | 加仓 |
| DAL | DELTA AIR LINES INC | $28.01万 | 0.04% | 4,213 | 106 | 2.6% | $7,046 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.26万 | 0.04% | 575 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.32万 | 0.04% | 1,302 | 66 | 5.3% | $1.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.34万 | 0.04% | 11,052 | 40 | 0.4% | $1,026 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.42万 | 0.04% | 7,350 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $28.57万 | 0.04% | 1,942 | 682 | 54.1% | $10.03万 | 加仓 |
| SOXX | ISHARES TR | $28.72万 | 0.04% | 874 | 38 | 4.5% | $1.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.76万 | 0.04% | 644 | -68 | -9.6% | -$3.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.10万 | 0.04% | 12,304 | -37 | -0.3% | -$875 | 减仓 |
| TJX | TJX COS INC NEW | $29.27万 | 0.04% | 1,833 | 91 | 5.2% | $1.45万 | 加仓 |
| PFE | PFIZER INC | $29.55万 | 0.04% | 10,522 | 997 | 10.5% | $2.80万 | 加仓 |
| PLD | PROLOGIS INC. | $29.74万 | 0.04% | 2,250 | 61 | 2.8% | $8,063 | 加仓 |
| XSOE | WISDOMTREE TR | $30.16万 | 0.04% | 7,521 | 105 | 1.4% | $4,211 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.33万 | 0.04% | 10,429 | 148 | 1.4% | $4,304 | 加仓 |
| T | AT&T INC | $30.49万 | 0.04% | 10,516 | 522 | 5.2% | $1.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $30.60万 | 0.04% | 6,126 | 592 | 10.7% | $2.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $30.64万 | 0.04% | 1,578 | 233 | 17.3% | $4.52万 | 加仓 |
| QCOM | QUALCOMM INC | $30.88万 | 0.04% | 2,398 | -172 | -6.7% | -$2.21万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $31.82万 | 0.04% | 4,825 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.31万 | 0.04% | 3,360 | 594 | 21.5% | $5.71万 | 加仓 |
| INTC | INTEL CORP | $32.43万 | 0.05% | 7,348 | 1,711 | 30.4% | $7.55万 | 加仓 |
| BLK | BLACKROCK INC | $32.45万 | 0.05% | 337 | 31 | 10.1% | $2.98万 | 加仓 |
| APH | AMPHENOL CORP | $32.57万 | 0.05% | 2,578 | 101 | 4.1% | $1.28万 | 加仓 |
| HUN | HUNTSMAN CORP | $32.58万 | 0.05% | 24,475 | 69 | 0.3% | $918 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $32.65万 | 0.05% | 78 | 7 | 9.9% | $2.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $32.91万 | 0.05% | 3,798 | 1,640 | 76.0% | $14.21万 | 加仓 |
| USXF | ISHARES TR | $33.00万 | 0.05% | 5,978 | -2,478 | -29.3% | -$13.68万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.07万 | 0.05% | 9,268 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $35.13万 | 0.05% | 3,674 | 149 | 4.2% | $1.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $35.29万 | 0.05% | 4,452 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $35.41万 | 0.05% | 1,104 | 12 | 1.1% | $3,848 | 加仓 |
| SYLD | CAMBRIA ETF TR | $36.15万 | 0.05% | 4,794 | 6 | 0.1% | $452 | 加仓 |
| HD | HOME DEPOT INC | $37.40万 | 0.05% | 1,137 | -15 | -1.3% | -$4,934 | 减仓 |
| AEE | AMEREN CORP | $38.03万 | 0.05% | 3,460 | 5 | 0.1% | $550 | 加仓 |
| IBTG | ISHARES TR | $38.30万 | 0.05% | 16,715 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $38.53万 | 0.05% | 9,087 | -152 | -1.6% | -$6,445 | 减仓 |
| TRMB | TRIMBLE INC | $39.38万 | 0.05% | 6,037 | 12 | 0.2% | $783 | 加仓 |
| BAC | BANK AMERICA CORP | $39.80万 | 0.06% | 8,164 | -91 | -1.1% | -$4,437 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $39.86万 | 0.06% | 1,730 | 42 | 2.5% | $9,677 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $39.90万 | 0.06% | 5,156 | 746 | 16.9% | $5.77万 | 加仓 |
| DIS | DISNEY WALT CO | $40.19万 | 0.06% | 4,170 | 1,690 | 68.1% | $16.29万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.02万 | 0.06% | 3,107 | 127 | 4.3% | $1.68万 | 加仓 |
| PEP | PEPSICO INC | $41.40万 | 0.06% | 2,666 | 167 | 6.7% | $2.59万 | 加仓 |
| GE | GE AEROSPACE | $42.01万 | 0.06% | 1,480 | 453 | 44.1% | $12.86万 | 加仓 |
| GEV | GE VERNOVA INC | $42.59万 | 0.06% | 488 | 130 | 36.3% | $11.35万 | 加仓 |
| IHI | ISHARES TR | $44.10万 | 0.06% | 8,265 | 597 | 7.8% | $3.19万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.71万 | 0.06% | 1,478 | -76 | -4.9% | -$2.30万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.72万 | 0.06% | 17,818 | -285 | -1.6% | -$7,154 | 减仓 |
| PG | PROCTER & GAMBLE CO | $45.16万 | 0.06% | 3,127 | 137 | 4.6% | $1.98万 | 加仓 |
| EFA | ISHARES TR | $45.77万 | 0.06% | 4,713 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.99万 | 0.06% | 7,176 | 4 | 0.1% | $256 | 加仓 |
| ESGV | VANGUARD WORLD FD | $46.92万 | 0.07% | 4,179 | -476 | -10.2% | -$5.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $48.96万 | 0.07% | 1,869 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATL FINL CORP | $49.65万 | 0.07% | 52,376 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.37万 | 0.07% | 2,342 | -17 | -0.7% | -$3,656 | 减仓 |
| ICSH | ISHARES TR | $50.65万 | 0.07% | 10,006 | -291 | -2.8% | -$1.47万 | 减仓 |
| — | EXXON MOBIL CORP | $53.33万 | 0.07% | 3,143 | 81 | 2.6% | $1.37万 | 加仓 |
| CSCO | CISCO SYS INC | $54.22万 | 0.08% | 6,988 | 3,626 | 107.9% | $28.13万 | 加仓 |
| MRK | MERCK & CO INC | $55.07万 | 0.08% | 4,578 | 195 | 4.4% | $2.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $55.34万 | 0.08% | 1,619 | -1,179 | -42.1% | -$40.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.57万 | 0.08% | 3,799 | -164 | -4.1% | -$2.40万 | 减仓 |
| SUB | ISHARES TR | $57.10万 | 0.08% | 5,361 | -226 | -4.0% | -$2.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $58.30万 | 0.08% | 2,030 | 12 | 0.6% | $3,446 | 加仓 |
| GLD | SPDR GOLD TR | $58.61万 | 0.08% | 1,362 | 10 | 0.7% | $4,303 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $59.07万 | 0.08% | 3,809 | 1 | 0.0% | $155 | 加仓 |
| TQQQ | PROSHARES TR | $59.38万 | 0.08% | 14,248 | -399 | -2.7% | -$1.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.30万 | 0.08% | 28,554 | 24 | 0.1% | $507 | 加仓 |
| NOW | SERVICENOW INC | $60.67万 | 0.08% | 5,803 | 272 | 4.9% | $2.84万 | 加仓 |
| IXN | ISHARES TR | $62.00万 | 0.09% | 6,202 | 313 | 5.3% | $3.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $63.37万 | 0.09% | 4,768 | 3 | 0.1% | $399 | 加仓 |
| CAT | CATERPILLAR INC | $64.41万 | 0.09% | 909 | 52 | 6.1% | $3.68万 | 加仓 |
| MCD | MCDONALDS CORP | $65.24万 | 0.09% | 2,099 | -3 | -0.1% | -$932 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.04万 | 0.09% | 3,296 | -1,003 | -23.3% | -$20.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $67.44万 | 0.09% | 3,260 | 197 | 6.4% | $4.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $69.27万 | 0.10% | 19,767 | 122 | 0.6% | $4,275 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.16万 | 0.10% | 2,385 | 16 | 0.7% | $4,707 | 加仓 |
| CI | THE CIGNA GROUP | $73.00万 | 0.10% | 2,737 | 70 | 2.6% | $1.87万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $73.28万 | 0.10% | 15,288 | 53 | 0.3% | $2,540 | 加仓 |
| MA | MASTERCARD INCORPORATED | $74.06万 | 0.10% | 1,482 | -17 | -1.1% | -$8,495 | 减仓 |
| AGG | ISHARES TR | $74.76万 | 0.10% | 7,531 | -304 | -3.9% | -$3.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.93万 | 0.11% | 1,198 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $77.96万 | 0.11% | 3,589 | 2 | 0.1% | $434 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.38万 | 0.11% | 3,329 | 181 | 5.7% | $4.42万 | 加仓 |
| V | VISA INC | $81.96万 | 0.11% | 2,712 | 1,109 | 69.2% | $33.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.23万 | 0.12% | 2,463 | 101 | 4.3% | $3.41万 | 加仓 |
| LLY | ELI LILLY & CO | $87.72万 | 0.12% | 954 | 39 | 4.3% | $3.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $88.41万 | 0.12% | 11,106 | 5,505 | 98.3% | $43.82万 | 加仓 |
| SCZ | ISHARES TR | $102.28万 | 0.14% | 13,044 | -368 | -2.7% | -$2.89万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $107.90万 | 0.15% | 1,783 | 1 | 0.1% | $605 | 加仓 |
| AVGO | BROADCOM INC | $110.92万 | 0.15% | 3,584 | 153 | 4.5% | $4.73万 | 加仓 |
| META | META PLATFORMS INC | $111.02万 | 0.15% | 1,941 | 202 | 11.6% | $11.55万 | 加仓 |
| ESGE | ISHARES INC | $114.40万 | 0.16% | 25,160 | 2,839 | 12.7% | $12.91万 | 加仓 |
| SIL | GLOBAL X FDS | $118.86万 | 0.17% | 13,195 | 50 | 0.4% | $4,504 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $122.62万 | 0.17% | 13,824 | 51 | 0.4% | $4,524 | 加仓 |