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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $12.78万 | 0.02% | 3,019 | 376 | 14.2% | $1.59万 | 加仓 |
| IBMO | ISHARES TR | $12.82万 | 0.02% | 5,000 | 5,000 | — | $12.82万 | 新建仓 |
| WMB | WILLIAMS COS INC | $12.99万 | 0.02% | 1,748 | 50 | 2.9% | $3,717 | 加仓 |
| DSI | ISHARES TR | $13.07万 | 0.02% | 918 | 71 | 8.4% | $1.01万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $13.08万 | 0.02% | 2,886 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $13.08万 | 0.02% | 1,966 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $13.13万 | 0.02% | 5,723 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $13.13万 | 0.02% | 9,448 | 365 | 4.0% | $5,074 | 加仓 |
| BX | BLACKSTONE INC | $13.26万 | 0.02% | 1,127 | 60 | 5.6% | $7,059 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $13.37万 | 0.02% | 392 | 108 | 38.0% | $3.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $13.41万 | 0.02% | 1,556 | 2 | 0.1% | $172 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $13.55万 | 0.02% | 1,976 | -105 | -5.0% | -$7,202 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $13.79万 | 0.02% | 141 | 5 | 3.7% | $4,891 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $13.81万 | 0.02% | 1,258 | 190 | 17.8% | $2.09万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $14.15万 | 0.02% | 1,373 | 1,373 | — | $14.15万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $14.21万 | 0.02% | 1,303 | 4 | 0.3% | $436 | 加仓 |
| LIN | LINDE PLC | $14.39万 | 0.02% | 277 | 27 | 10.8% | $1.40万 | 加仓 |
| C | CITIGROUP INC | $14.45万 | 0.02% | 1,032 | 61 | 6.3% | $8,539 | 加仓 |
| CB | CHUBB LIMITED | $14.48万 | 0.02% | 425 | 11 | 2.7% | $3,748 | 加仓 |
| MS | MORGAN STANLEY | $14.58万 | 0.02% | 698 | 82 | 13.3% | $1.71万 | 加仓 |
| IQLT | ISHARES TR | $14.62万 | 0.02% | 2,950 | 62 | 2.1% | $3,072 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $14.69万 | 0.02% | 818 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $14.92万 | 0.02% | 1,946 | 1,372 | 239.0% | $10.52万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $14.93万 | 0.02% | 1,350 | 92 | 7.3% | $1.02万 | 加仓 |
| DMXF | ISHARES TR | $15.10万 | 0.02% | 1,785 | 83 | 4.9% | $7,020 | 加仓 |
| VOE | VANGUARD INDEX FDS | $15.20万 | 0.02% | 769 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $15.22万 | 0.02% | 2,847 | 0 | 0.0% | — | 不变 |
| — | PCM FD INC | $15.25万 | 0.02% | 27,330 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $15.40万 | 0.02% | 698 | -151 | -17.8% | -$3.33万 | 减仓 |
| IDEV | ISHARES TR | $15.44万 | 0.02% | 1,735 | 1,735 | — | $15.44万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $15.52万 | 0.02% | 521 | 202 | 63.3% | $6.02万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $15.64万 | 0.02% | 713 | 3 | 0.4% | $658 | 加仓 |
| KLAC | KLA CORP | $15.75万 | 0.02% | 522 | 22 | 4.4% | $6,638 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $15.84万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $15.86万 | 0.02% | 621 | 379 | 156.6% | $9.68万 | 加仓 |
| URI | UNITED RENTALS INC | $16.01万 | 0.02% | 141 | 16 | 12.8% | $1.82万 | 加仓 |
| SPGI | S&P GLOBAL INC | $16.25万 | 0.02% | 399 | -19 | -4.5% | -$7,738 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $16.38万 | 0.02% | 593 | 498 | 524.2% | $13.75万 | 加仓 |
| ETN | EATON CORP PLC | $16.79万 | 0.02% | 394 | -44 | -10.0% | -$1.87万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $16.80万 | 0.02% | 2,012 | -6 | -0.3% | -$501 | 减仓 |
| IBMS | ISHARES TR | $16.82万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $16.83万 | 0.02% | 2,038 | 4 | 0.2% | $330 | 加仓 |
| PSA | PUBLIC STORAGE | $16.93万 | 0.02% | 532 | 20 | 3.9% | $6,366 | 加仓 |
| IBDU | ISHARES TR | $16.96万 | 0.02% | 7,322 | 5,022 | 218.3% | $11.63万 | 加仓 |
| IBDV | ISHARES TR | $16.98万 | 0.02% | 7,787 | 5,317 | 215.3% | $11.59万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $17.10万 | 0.02% | 4,425 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $17.17万 | 0.02% | 3,595 | 1,821 | 102.6% | $8.70万 | 加仓 |
| IFRA | ISHARES TR | $17.19万 | 0.02% | 2,727 | -23 | -0.8% | -$1,450 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $17.22万 | 0.02% | 1,476 | -2,323 | -61.1% | -$27.10万 | 减仓 |
| IJJ | ISHARES TR | $17.35万 | 0.02% | 1,174 | 3 | 0.3% | $443 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.81万 | 0.02% | 185 | 6 | 3.4% | $5,777 | 加仓 |
| IBTO | ISHARES TR | $18.28万 | 0.02% | 7,577 | 3,404 | 81.6% | $8.21万 | 加仓 |
| IBTM | ISHARES TR | $18.34万 | 0.02% | 8,082 | 3,612 | 80.8% | $8.20万 | 加仓 |
| ICF | ISHARES TR | $18.46万 | 0.02% | 2,730 | -115 | -4.0% | -$7,778 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $18.64万 | 0.02% | 1,046 | -904 | -46.4% | -$16.11万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $18.70万 | 0.02% | 1,127 | 2 | 0.2% | $332 | 加仓 |
| DVY | ISHARES TR | $18.73万 | 0.02% | 1,198 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $18.75万 | 0.02% | 1,888 | -6 | -0.3% | -$596 | 减仓 |
| RGLD | ROYAL GOLD INC | $18.82万 | 0.02% | 943 | 14 | 1.5% | $2,795 | 加仓 |
| IYW | ISHARES TR | $18.85万 | 0.02% | 747 | -112 | -13.0% | -$2.83万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $18.96万 | 0.02% | 4,550 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $19.37万 | 0.02% | 2,416 | 136 | 6.0% | $1.09万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $19.37万 | 0.02% | 1,280 | 9 | 0.7% | $1,362 | 加仓 |
| WELL | WELLTOWER INC | $19.63万 | 0.02% | 865 | 26 | 3.1% | $5,901 | 加仓 |
| RTX | RTX CORPORATION | $19.90万 | 0.02% | 1,049 | 33 | 3.2% | $6,261 | 加仓 |
| — | ELECTRONIC ARTS INC | $20.15万 | 0.02% | 983 | -29 | -2.9% | -$5,945 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $20.20万 | 0.02% | 3,660 | 3,660 | — | $20.20万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.24万 | 0.02% | 6,080 | 866 | 16.6% | $2.88万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $20.41万 | 0.02% | 364 | 346 | 1,922.2% | $19.40万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $20.67万 | 0.02% | 4,228 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $21.05万 | 0.03% | 701 | 2 | 0.3% | $601 | 加仓 |
| — | VANGUARD WELLESLEY INCOME FD | $21.07万 | 0.03% | 2,785 | 2,785 | — | $21.07万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.45万 | 0.03% | 3,971 | 10 | 0.3% | $540 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $21.59万 | 0.03% | 9,700 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $21.77万 | 0.03% | 3,049 | -311 | -9.3% | -$2.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.78万 | 0.03% | 775 | 121 | 18.5% | $3.40万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $22.19万 | 0.03% | 1,976 | 4 | 0.2% | $449 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $22.40万 | 0.03% | 4,428 | 459 | 11.6% | $2.32万 | 加仓 |
| — | COHEN & STEERS SELECT PFD & | $22.42万 | 0.03% | 11,140 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $22.57万 | 0.03% | 10,904 | 388 | 3.7% | $8,032 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $22.60万 | 0.03% | 5,561 | 3,132 | 128.9% | $12.73万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $22.85万 | 0.03% | 2,581 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $22.86万 | 0.03% | 2,307 | -41 | -1.7% | -$4,063 | 减仓 |
| SSO | PROSHARES TR | $22.95万 | 0.03% | 3,406 | -227 | -6.2% | -$1.53万 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.12万 | 0.03% | 773 | 13 | 1.7% | $3,888 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $23.14万 | 0.03% | 29,367 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $23.53万 | 0.03% | 4,234 | 847 | 25.0% | $4.71万 | 加仓 |
| OKE | ONEOK INC NEW | $23.87万 | 0.03% | 2,745 | 20 | 0.7% | $1,739 | 加仓 |
| EME | EMCOR GROUP INC | $24.07万 | 0.03% | 290 | 1 | 0.3% | $830 | 加仓 |
| PFE | PFIZER INC | $24.33万 | 0.03% | 10,105 | -417 | -4.0% | -$1.00万 | 减仓 |
| TJX | TJX COS INC NEW | $25.03万 | 0.03% | 1,652 | -181 | -9.9% | -$2.74万 | 减仓 |
| UPRO | PROSHARES TR | $25.12万 | 0.03% | 1,771 | 815 | 85.3% | $11.56万 | 加仓 |
| NVS | NOVARTIS AG | $25.12万 | 0.03% | 1,603 | 12 | 0.8% | $1,881 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.25万 | 0.03% | 1,995 | 81 | 4.2% | $1.03万 | 加仓 |
| MMM | 3M CO | $25.40万 | 0.03% | 1,569 | 40 | 2.6% | $6,476 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $25.69万 | 0.03% | 8,035 | 70 | 0.9% | $2,238 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.74万 | 0.03% | 4,558 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.76万 | 0.03% | 3,169 | 326 | 11.5% | $2.65万 | 加仓 |
| D | DOMINION ENERGY INC | $25.98万 | 0.03% | 3,804 | 82 | 2.2% | $5,600 | 加仓 |
| HUN | HUNTSMAN CORP | $26.11万 | 0.03% | 24,588 | 113 | 0.5% | $1,200 | 加仓 |