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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $26.27万 | 0.03% | 132 | -3 | -2.2% | -$5,970 | 减仓 |
| CATY | CATHAY GEN BANCORP | $26.36万 | 0.03% | 4,253 | 3,092 | 266.3% | $19.17万 | 加仓 |
| WPC | WP CAREY INC | $26.39万 | 0.03% | 3,691 | -1 | -0.0% | -$72 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.52万 | 0.03% | 4,444 | 953 | 27.3% | $5.69万 | 加仓 |
| TRP | TC ENERGY CORP | $26.87万 | 0.03% | 4,053 | 5 | 0.1% | $331 | 加仓 |
| IAU | ISHARES GOLD TR | $27.05万 | 0.03% | 3,582 | 1,725 | 92.9% | $13.03万 | 加仓 |
| IBTK | ISHARES TR | $27.14万 | 0.03% | 13,890 | 5,955 | 75.0% | $11.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.41万 | 0.03% | 10,479 | -1,825 | -14.8% | -$4.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.47万 | 0.03% | 548 | -27 | -4.7% | -$1.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.97万 | 0.03% | 673 | 92 | 15.8% | $3.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.98万 | 0.03% | 277 | 16 | 6.1% | $1.62万 | 加仓 |
| BA | BOEING CO | $28.00万 | 0.03% | 1,293 | 21 | 1.7% | $4,547 | 加仓 |
| IBTJ | ISHARES TR | $28.01万 | 0.03% | 12,936 | 5,772 | 80.6% | $12.50万 | 加仓 |
| IBTI | ISHARES TR | $28.20万 | 0.03% | 12,739 | 5,754 | 82.4% | $12.74万 | 加仓 |
| BSVO | EA SERIES TRUST | $28.31万 | 0.03% | 9,697 | 9,697 | — | $28.31万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $28.36万 | 0.03% | 993 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $28.47万 | 0.03% | 14,099 | 9,079 | 180.9% | $18.33万 | 加仓 |
| BE | BLOOM ENERGY CORP | $28.76万 | 0.03% | 950 | 171 | 22.0% | $5.18万 | 加仓 |
| COP | CONOCOPHILLIPS | $29.24万 | 0.03% | 2,813 | -294 | -9.5% | -$3.06万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $29.43万 | 0.04% | 3,721 | -1,073 | -22.4% | -$8.49万 | 减仓 |
| UNP | UNION PAC CORP | $29.97万 | 0.04% | 1,102 | 18 | 1.7% | $4,896 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $30.14万 | 0.04% | 813 | 8 | 1.0% | $2,966 | 加仓 |
| ORCL | ORACLE CORP | $30.34万 | 0.04% | 2,070 | 128 | 6.6% | $1.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.38万 | 0.04% | 7,350 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $30.98万 | 0.04% | 4,325 | -500 | -10.4% | -$3.58万 | 减仓 |
| TRMB | TRIMBLE INC | $31.08万 | 0.04% | 6,072 | 35 | 0.6% | $1,791 | 加仓 |
| PLD | PROLOGIS INC. | $31.19万 | 0.04% | 2,302 | 52 | 2.3% | $7,045 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $31.29万 | 0.04% | 6,087 | 6,087 | — | $31.29万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.49万 | 0.04% | 634 | -10 | -1.6% | -$4,967 | 减仓 |
| MDT | MEDTRONIC PLC | $31.98万 | 0.04% | 4,088 | 290 | 7.6% | $2.27万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.53万 | 0.04% | 11,052 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.58万 | 0.04% | 5,693 | 5,681 | 47,341.7% | $33.51万 | 重新持有 |
| BLK | BLACKROCK INC | $33.66万 | 0.04% | 350 | 13 | 3.9% | $1.25万 | 加仓 |
| IBDT | ISHARES TR | $34.00万 | 0.04% | 13,466 | 4,687 | 53.4% | $11.83万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.07万 | 0.04% | 9,268 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $34.63万 | 0.04% | 1,376 | 74 | 5.7% | $1.86万 | 加仓 |
| PEP | PEPSICO INC | $34.77万 | 0.04% | 2,568 | -98 | -3.7% | -$1.33万 | 减仓 |
| SNDK | SANDISK CORP | $35.02万 | 0.04% | 154 | 43 | 38.7% | $9.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $35.18万 | 0.04% | 4,452 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $37.45万 | 0.04% | 7,615 | 94 | 1.2% | $4,623 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $37.69万 | 0.05% | 7,201 | 7,010 | 3,670.2% | $36.69万 | 加仓 |
| ESGD | ISHARES TR | $37.79万 | 0.05% | 3,675 | 1 | 0.0% | $103 | 加仓 |
| DAL | DELTA AIR LINES INC | $37.86万 | 0.05% | 4,042 | -171 | -4.1% | -$1.60万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $38.27万 | 0.05% | 7,618 | 1,492 | 24.4% | $7.49万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.33万 | 0.05% | 10,608 | 179 | 1.7% | $6,467 | 加仓 |
| AEE | AMEREN CORP | $39.22万 | 0.05% | 3,470 | 10 | 0.3% | $1,130 | 加仓 |
| USXF | ISHARES TR | $40.91万 | 0.05% | 5,891 | -87 | -1.5% | -$6,042 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $40.98万 | 0.05% | 9,087 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $41.26万 | 0.05% | 2,340 | -238 | -9.2% | -$4.20万 | 减仓 |
| DIS | DISNEY WALT CO | $41.76万 | 0.05% | 4,338 | 168 | 4.0% | $1.62万 | 加仓 |
| IHI | ISHARES TR | $41.84万 | 0.05% | 8,467 | 202 | 2.4% | $9,981 | 加仓 |
| VTI | VANGUARD INDEX FDS | $42.02万 | 0.05% | 1,136 | 32 | 2.9% | $1.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.38万 | 0.05% | 2,890 | -237 | -7.6% | -$3.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $43.88万 | 0.05% | 1,013 | 74 | 7.9% | $3.21万 | 加仓 |
| HD | HOME DEPOT INC | $44.49万 | 0.05% | 1,261 | 124 | 10.9% | $4.37万 | 加仓 |
| IBTG | ISHARES TR | $45.97万 | 0.05% | 20,081 | 3,366 | 20.1% | $7.70万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $46.50万 | 0.06% | 6,021 | 865 | 16.8% | $6.68万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $46.57万 | 0.06% | 1,732 | 2 | 0.1% | $538 | 加仓 |
| CVX | CHEVRON CORPORATION | $47.61万 | 0.06% | 2,872 | -388 | -11.9% | -$6.43万 | 减仓 |
| BAC | BANK OF AMER CORP | $47.66万 | 0.06% | 8,364 | 200 | 2.4% | $1.14万 | 加仓 |
| TXN | TEXAS INSTRS INC | $47.96万 | 0.06% | 1,609 | 31 | 2.0% | $9,240 | 加仓 |
| EFA | ISHARES TR | $48.48万 | 0.06% | 4,666 | -47 | -1.0% | -$4,883 | 减仓 |
| QCOM | QUALCOMM INC | $49.28万 | 0.06% | 2,667 | 269 | 11.2% | $4.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $50.04万 | 0.06% | 1,479 | 1 | 0.1% | $338 | 加仓 |
| — | EXXON MOBIL CORP | $50.17万 | 0.06% | 3,669 | 526 | 16.7% | $7.19万 | 加仓 |
| ICSH | ISHARES TR | $50.45万 | 0.06% | 9,974 | -32 | -0.3% | -$1,619 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.65万 | 0.06% | 2,141 | -201 | -8.6% | -$4.76万 | 减仓 |
| — | SECURITY NATL FINL CORP | $50.75万 | 0.06% | 52,376 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $51.01万 | 0.06% | 1,887 | -212 | -10.1% | -$5.73万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $53.78万 | 0.06% | 4,067 | -112 | -2.7% | -$1.48万 | 减仓 |
| SUB | ISHARES TR | $54.00万 | 0.06% | 5,072 | -289 | -5.4% | -$3.08万 | 减仓 |
| NOW | SERVICENOW INC | $55.94万 | 0.07% | 5,634 | -169 | -2.9% | -$1.68万 | 减仓 |
| GE | GE AEROSPACE | $56.71万 | 0.07% | 1,517 | 37 | 2.5% | $1.38万 | 加仓 |
| SOXX | ISHARES TR | $58.48万 | 0.07% | 913 | 39 | 4.5% | $2.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $59.41万 | 0.07% | 1,960 | 91 | 4.9% | $2.76万 | 加仓 |
| GEV | GE VERNOVA INC | $59.70万 | 0.07% | 508 | 20 | 4.1% | $2.35万 | 加仓 |
| MRK | MERCK & CO INC | $60.17万 | 0.07% | 4,682 | 104 | 2.3% | $1.34万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $62.73万 | 0.07% | 28,554 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $64.75万 | 0.08% | 3,659 | -150 | -3.9% | -$2.65万 | 减仓 |
| GLD | SPDR GOLD TR | $64.80万 | 0.08% | 1,759 | 397 | 29.1% | $14.62万 | 加仓 |
| EFV | ISHARES TR | $65.70万 | 0.08% | 8,583 | -144,106 | -94.4% | -$1,103.11万 | 减仓 |
| IBTH | ISHARES TR | $66.79万 | 0.08% | 29,856 | 22,964 | 333.2% | $51.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.14万 | 0.08% | 9,563 | 2,387 | 33.3% | $17.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.63万 | 0.08% | 1,336 | -146 | -9.9% | -$7.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $70.91万 | 0.08% | 8,800 | 680 | 8.4% | $5.48万 | 加仓 |
| AGG | ISHARES TR | $74.25万 | 0.09% | 7,502 | -29 | -0.4% | -$2,870 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $74.52万 | 0.09% | 15,418 | 130 | 0.9% | $6,284 | 加仓 |
| CI | THE CIGNA GROUP | $75.15万 | 0.09% | 2,726 | -11 | -0.4% | -$3,033 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $77.08万 | 0.09% | 19,870 | 103 | 0.5% | $3,995 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $84.21万 | 0.10% | 2,573 | 188 | 7.9% | $6.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $86.14万 | 0.10% | 3,392 | 63 | 1.9% | $1.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $86.52万 | 0.10% | 750 | 175 | 30.4% | $20.19万 | 加仓 |
| CSCO | CISCO SYS INC | $86.67万 | 0.10% | 7,378 | 390 | 5.6% | $4.58万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $87.23万 | 0.10% | 3,590 | 1 | 0.0% | $243 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.52万 | 0.11% | 1,199 | 1 | 0.1% | $747 | 加仓 |
| WFC | WELLS FARGO & CO | $90.42万 | 0.11% | 10,941 | -165 | -1.5% | -$1.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $90.92万 | 0.11% | 4,772 | 4 | 0.1% | $762 | 加仓 |
| IXN | ISHARES TR | $91.16万 | 0.11% | 6,310 | 108 | 1.7% | $1.56万 | 加仓 |
| V | VISA INC | $91.49万 | 0.11% | 2,667 | -45 | -1.7% | -$1.54万 | 减仓 |
| IBDS | ISHARES TR | $92.84万 | 0.11% | 38,330 | 31,505 | 461.6% | $76.31万 | 加仓 |