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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT MCMORAN INC | $6.77万 | 0.01% | 1,077 | 131 | 13.8% | $8,239 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6.93万 | 0.01% | 408 | 8 | 2.0% | $1,359 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $6.96万 | 0.01% | 1,631 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $6.97万 | 0.01% | 1,364 | 692 | 103.0% | $3.53万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6.97万 | 0.01% | 319 | -45 | -12.4% | -$9,830 | 减仓 |
| ISCG | ISHARES TR | $6.97万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $6.99万 | 0.01% | 2,478 | 127 | 5.4% | $3,582 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7.08万 | 0.01% | 1,462 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $7.11万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $7.11万 | 0.01% | 3,000 | -6,700 | -69.1% | -$15.89万 | 重新持有 |
| ALL | ALLSTATE CORP | $7.16万 | 0.01% | 301 | 8 | 2.7% | $1,904 | 加仓 |
| ALV | AUTOLIV INC | $7.18万 | 0.01% | 618 | -24 | -3.7% | -$2,788 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $7.19万 | 0.01% | 1,353 | 96 | 7.6% | $5,099 | 加仓 |
| CLH | CLEAN HARBORS INC | $7.20万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $7.21万 | 0.01% | 2,845 | 12 | 0.4% | $304 | 加仓 |
| SHEL | SHELL PLC | $7.23万 | 0.01% | 933 | -39 | -4.0% | -$3,024 | 减仓 |
| WAT | WATERS CORP | $7.24万 | 0.01% | 193 | 20 | 11.6% | $7,501 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $7.28万 | 0.01% | 194 | -28 | -12.6% | -$1.05万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $7.32万 | 0.01% | 231 | -5 | -2.1% | -$1,585 | 减仓 |
| SYY | SYSCO CORP | $7.48万 | 0.01% | 895 | 16 | 1.8% | $1,337 | 加仓 |
| MPC | MARATHON PETE CORP | $7.49万 | 0.01% | 293 | 21 | 7.7% | $5,369 | 加仓 |
| DDOG | DATADOG INC | $7.54万 | 0.01% | 290 | 65 | 28.9% | $1.69万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $7.64万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7.66万 | 0.01% | 311 | 37 | 13.5% | $9,110 | 加仓 |
| SBUX | STARBUCKS CORP | $7.67万 | 0.01% | 751 | -10 | -1.3% | -$1,022 | 减仓 |
| ARTY | ISHARES TR | $7.68万 | 0.01% | 1,009 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $7.76万 | 0.01% | 4,190 | 4,000 | 2,105.3% | $7.41万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $7.77万 | 0.01% | 3,017 | 3,017 | — | $7.77万 | 新建仓 |
| SR | SPIRE INC | $7.86万 | 0.01% | 1,006 | -19 | -1.9% | -$1,484 | 减仓 |
| CRM | SALESFORCE INC | $7.91万 | 0.01% | 505 | 75 | 17.4% | $1.17万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $7.95万 | 0.01% | 456 | -10 | -2.1% | -$1,743 | 减仓 |
| CSX | CSX CORP | $8.00万 | 0.01% | 1,683 | 100 | 6.3% | $4,753 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $8.05万 | 0.01% | 3,326 | 49 | 1.5% | $1,186 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $8.12万 | 0.01% | 246 | 7 | 2.9% | $2,311 | 加仓 |
| FDX | FEDEX CORP | $8.14万 | 0.01% | 260 | 6 | 2.4% | $1,879 | 加仓 |
| DE | DEERE & CO | $8.18万 | 0.01% | 129 | 11 | 9.3% | $6,978 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8.24万 | 0.01% | 489 | 2 | 0.4% | $337 | 加仓 |
| IGM | ISHARES TR | $8.28万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $8.33万 | 0.01% | 1,954 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $8.35万 | 0.01% | 494 | 45 | 10.0% | $7,602 | 加仓 |
| DHI | D R HORTON INC | $8.39万 | 0.01% | 515 | 20 | 4.0% | $3,258 | 加仓 |
| CVS | CVS HEALTH CORP | $8.47万 | 0.01% | 819 | 148 | 22.1% | $1.53万 | 加仓 |
| AMGN | AMGEN INC | $8.51万 | 0.01% | 235 | 5 | 2.2% | $1,811 | 加仓 |
| TFC | TRUIST FINL CORP | $8.52万 | 0.01% | 1,709 | 230 | 15.6% | $1.15万 | 加仓 |
| IRM | IRON MTN INC DEL | $8.57万 | 0.01% | 678 | 21 | 3.2% | $2,654 | 加仓 |
| ARM | ARM HOLDINGS PLC | $8.58万 | 0.01% | 242 | 206 | 572.2% | $7.30万 | 加仓 |
| DHR | DANAHER CORP DEL | $8.59万 | 0.01% | 451 | 28 | 6.6% | $5,333 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8.73万 | 0.01% | 948 | -223 | -19.0% | -$2.05万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $8.75万 | 0.01% | 1,931 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $8.77万 | 0.01% | 225 | -53 | -19.1% | -$2.07万 | 减仓 |
| MGK | VANGUARD WORLD FD | $8.84万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $8.90万 | 0.01% | 1,090 | -19 | -1.7% | -$1,552 | 减仓 |
| INTU | INTUIT | $8.97万 | 0.01% | 344 | 53 | 18.2% | $1.38万 | 加仓 |
| IYR | ISHARES TR | $9.01万 | 0.01% | 881 | -110 | -11.1% | -$1.12万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $9.01万 | 0.01% | 581 | 19 | 3.4% | $2,947 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $9.06万 | 0.01% | 3,420 | -313 | -8.4% | -$8,294 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9.12万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $9.19万 | 0.01% | 855 | -281 | -24.7% | -$3.02万 | 减仓 |
| WM | WASTE MGMT INC DEL | $9.21万 | 0.01% | 413 | -72 | -14.8% | -$1.60万 | 减仓 |
| IBDR | ISHARES TR | $9.26万 | 0.01% | 3,820 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $9.33万 | 0.01% | 492 | 8 | 1.7% | $1,516 | 加仓 |
| SO | SOUTHERN CO | $9.40万 | 0.01% | 982 | 6 | 0.6% | $574 | 加仓 |
| KNF | KNIFE RIVER CORP | $9.41万 | 0.01% | 1,125 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9.67万 | 0.01% | 605 | -44 | -6.8% | -$7,030 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9.88万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $9.95万 | 0.01% | 512 | -375 | -42.3% | -$7.29万 | 减仓 |
| IBTQ | ISHARES TR | $10.03万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $10.05万 | 0.01% | 482 | 2 | 0.4% | $417 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $10.08万 | 0.01% | 557 | 80 | 16.8% | $1.45万 | 加仓 |
| IBTP | ISHARES TR | $10.15万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $10.21万 | 0.01% | 4,816 | -47 | -1.0% | -$997 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $10.22万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $10.22万 | 0.01% | 1,494 | 30 | 2.0% | $2,052 | 加仓 |
| ABT | ABBOTT LABORATORIES | $10.24万 | 0.01% | 1,129 | 147 | 15.0% | $1.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.29万 | 0.01% | 135 | 7 | 5.5% | $5,334 | 加仓 |
| EMR | EMERSON ELEC CO | $10.32万 | 0.01% | 721 | 39 | 5.7% | $5,583 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $10.42万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $10.48万 | 0.01% | 164 | -76 | -31.7% | -$4.85万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $10.69万 | 0.01% | 2,114 | -2,095 | -49.8% | -$10.60万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $10.71万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $10.81万 | 0.01% | 649 | 348 | 115.6% | $5.80万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $10.88万 | 0.01% | 3,708 | 3,607 | 3,571.3% | $10.58万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $10.91万 | 0.01% | 688 | 1 | 0.1% | $159 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $10.96万 | 0.01% | 641 | 641 | — | $10.96万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $11.04万 | 0.01% | 3,986 | 126 | 3.3% | $3,490 | 加仓 |
| SLB | SLB LIMITED | $11.13万 | 0.01% | 2,393 | -13 | -0.5% | -$604 | 减仓 |
| VTV | VANGUARD INDEX FDS | $11.26万 | 0.01% | 517 | -1 | -0.2% | -$218 | 减仓 |
| AZO | AUTOZONE INC | $11.38万 | 0.01% | 36 | -16 | -30.8% | -$5.06万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $11.45万 | 0.01% | 1,505 | 302 | 25.1% | $2.30万 | 加仓 |
| IBDW | ISHARES TR | $11.57万 | 0.01% | 5,552 | 5,552 | — | $11.57万 | 新建仓 |
| IBDX | ISHARES TR | $11.57万 | 0.01% | 4,595 | 4,595 | — | $11.57万 | 新建仓 |
| SHOP | SHOPIFY INC | $11.59万 | 0.01% | 1,015 | 6 | 0.6% | $685 | 加仓 |
| BOXX | EA SERIES TRUST | $11.71万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $11.99万 | 0.01% | 278 | 43 | 18.3% | $1.86万 | 加仓 |
| SYK | STRYKER CORPORATION | $12.09万 | 0.01% | 384 | 64 | 20.0% | $2.01万 | 加仓 |
| ADI | ANALOG DEVICES INC | $12.38万 | 0.01% | 312 | 13 | 4.3% | $5,159 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $12.46万 | 0.01% | 2,761 | 90 | 3.4% | $4,060 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $12.48万 | 0.01% | 373 | 81 | 27.7% | $2.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $12.56万 | 0.01% | 4,585 | 4,585 | — | $12.56万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $12.77万 | 0.02% | 371 | -61 | -14.1% | -$2.10万 | 减仓 |