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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $98.68万 | 0.12% | 1,752 | -189 | -9.7% | -$10.65万 | 减仓 |
| SIL | GLOBAL X FDS | $101.59万 | 0.12% | 13,115 | -80 | -0.6% | -$6,197 | 减仓 |
| CAT | CATERPILLAR INC | $102.62万 | 0.12% | 964 | 55 | 6.1% | $5.86万 | 加仓 |
| SCZ | ISHARES TR | $106.13万 | 0.13% | 12,900 | -144 | -1.1% | -$1.18万 | 减仓 |
| INTC | INTEL CORP | $107.25万 | 0.13% | 7,681 | 333 | 4.5% | $4.65万 | 加仓 |
| TQQQ | PROSHARES TR | $108.92万 | 0.13% | 13,447 | -801 | -5.6% | -$6.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.60万 | 0.14% | 1,585 | -34 | -2.1% | -$2.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $116.96万 | 0.14% | 2,449 | -14 | -0.6% | -$6,686 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $119.07万 | 0.14% | 1,785 | 2 | 0.1% | $1,334 | 加仓 |
| LLY | ELI LILLY & CO | $122.91万 | 0.15% | 1,025 | 71 | 7.4% | $8.51万 | 加仓 |
| AVGO | BROADCOM INC | $127.02万 | 0.15% | 3,363 | -221 | -6.2% | -$8.35万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $129.31万 | 0.15% | 13,409 | -415 | -3.0% | -$4.00万 | 减仓 |
| USMV | ISHARES TR | $137.73万 | 0.16% | 14,279 | 35 | 0.2% | $3,376 | 加仓 |
| MUB | ISHARES TR | $139.30万 | 0.17% | 12,943 | 257 | 2.0% | $2.77万 | 加仓 |
| ESGE | ISHARES INC | $140.55万 | 0.17% | 25,699 | 539 | 2.1% | $2.95万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $144.05万 | 0.17% | 30,893 | -490 | -1.6% | -$2.28万 | 减仓 |
| IWC | ISHARES TR | $152.48万 | 0.18% | 7,623 | -120 | -1.5% | -$2.40万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $152.57万 | 0.18% | 22,051 | -413 | -1.8% | -$2.86万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $158.77万 | 0.19% | 10,927 | 15 | 0.1% | $2,179 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.81万 | 0.20% | 2,820 | -476 | -14.4% | -$27.65万 | 减仓 |
| WMT | WALMART INC | $165.75万 | 0.20% | 14,634 | -105 | -0.7% | -$1.19万 | 减仓 |
| EEMV | ISHARES INC | $170.14万 | 0.20% | 22,601 | -350 | -1.5% | -$2.63万 | 减仓 |
| VV | VANGUARD INDEX FDS | $172.54万 | 0.21% | 5,017 | 37 | 0.7% | $1.27万 | 加仓 |
| EFG | ISHARES TR | $172.55万 | 0.21% | 13,869 | 456 | 3.4% | $5.67万 | 加仓 |
| GOOG | ALPHABET INC | $173.98万 | 0.21% | 4,924 | 101 | 2.1% | $3.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $176.80万 | 0.21% | 1,890 | -12 | -0.6% | -$1.12万 | 减仓 |
| IJS | ISHARES TR | $190.56万 | 0.23% | 13,942 | -393 | -2.7% | -$5.37万 | 减仓 |
| VLUE | ISHARES TR | $193.27万 | 0.23% | 9,673 | 89 | 0.9% | $1.78万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $227.36万 | 0.27% | 44,079 | -12 | -0.0% | -$619 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.73万 | 0.28% | 4,731 | 257 | 5.7% | $12.86万 | 加仓 |
| TSLA | TESLA INC | $248.50万 | 0.30% | 5,908 | 219 | 3.8% | $9.21万 | 加仓 |
| IEMG | ISHARES INC | $253.90万 | 0.30% | 30,650 | -4,235 | -12.1% | -$35.08万 | 减仓 |
| MTUM | ISHARES TR | $266.93万 | 0.32% | 7,786 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $270.80万 | 0.32% | 85,399 | 28 | 0.0% | $888 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $271.08万 | 0.32% | 73,584 | -754 | -1.0% | -$2.78万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $279.95万 | 0.33% | 34,165 | 13 | 0.0% | $1,065 | 加仓 |
| EFAV | ISHARES TR | $287.85万 | 0.34% | 32,819 | -543 | -1.6% | -$4.76万 | 减仓 |
| QUAL | ISHARES TR | $307.60万 | 0.37% | 14,018 | -62,641 | -81.7% | -$1,374.54万 | 减仓 |
| GOOGL | ALPHABET INC | $312.96万 | 0.37% | 8,757 | 127 | 1.5% | $4.54万 | 加仓 |
| GLDM | WORLD GOLD TR | $319.62万 | 0.38% | 40,244 | 8,686 | 27.5% | $68.98万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $319.83万 | 0.38% | 42,581 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $341.02万 | 0.41% | 4,631 | -111 | -2.3% | -$8.17万 | 减仓 |
| AMZN | AMAZON COM INC | $348.07万 | 0.42% | 14,604 | -506 | -3.3% | -$12.06万 | 减仓 |
| LRGF | ISHARES TR | $378.37万 | 0.45% | 50,029 | 707 | 1.4% | $5.35万 | 加仓 |
| IJR | ISHARES TR | $411.91万 | 0.49% | 27,773 | -1,192 | -4.1% | -$17.68万 | 减仓 |
| HQY | HEALTHEQUITY INC | $424.91万 | 0.51% | 47,045 | -4 | -0.0% | -$361 | 减仓 |
| STIP | ISHARES TR | $436.36万 | 0.52% | 42,714 | -71 | -0.2% | -$7,253 | 减仓 |
| VOO | VANGUARD INDEX FDS | $440.36万 | 0.53% | 6,412 | 1,202 | 23.1% | $82.55万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $467.34万 | 0.56% | 159,503 | -437 | -0.3% | -$1.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $549.35万 | 0.66% | 45,963 | 1,875 | 4.3% | $22.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $569.29万 | 0.68% | 15,262 | -584 | -3.7% | -$21.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $603.93万 | 0.72% | 136,142 | -2,684 | -1.9% | -$11.91万 | 减仓 |
| ESGU | ISHARES TR | $617.74万 | 0.74% | 37,743 | 2,159 | 6.1% | $35.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $625.49万 | 0.75% | 75,964 | -28 | -0.0% | -$2,306 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $673.52万 | 0.80% | 159,564 | 56,803 | 55.3% | $239.77万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $677.56万 | 0.81% | 88,686 | 1,461 | 1.7% | $11.16万 | 加仓 |
| DGRO | ISHARES TR | $815.35万 | 0.97% | 107,581 | -4,817 | -4.3% | -$36.51万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $830.97万 | 0.99% | 296,245 | 296,245 | — | $830.97万 | 新建仓 |
| IXUS | ISHARES TR | $860.82万 | 1.03% | 90,195 | 53 | 0.1% | $5,058 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $868.13万 | 1.04% | 201,376 | -113,609 | -36.1% | -$489.77万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,009.83万 | 1.21% | 169,122 | 44,668 | 35.9% | $266.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,039.26万 | 1.24% | 51,940 | -2,113 | -3.9% | -$42.28万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,089.98万 | 1.30% | 131,656 | -16,239 | -11.0% | -$134.44万 | 减仓 |
| IJH | ISHARES TR | $1,145.11万 | 1.37% | 148,503 | -211 | -0.1% | -$1.63万 | 减仓 |
| IEFA | ISHARES TR | $1,205.77万 | 1.44% | 124,846 | -1,407 | -1.1% | -$13.59万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,225.07万 | 1.46% | 44,771 | 44 | 0.1% | $1.20万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,297.56万 | 1.55% | 80,324 | -24,366 | -23.3% | -$393.61万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,612.77万 | 1.93% | 305,913 | -80,371 | -20.8% | -$423.72万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,624.58万 | 1.94% | 357,130 | 40,145 | 12.7% | $182.62万 | 加仓 |
| AAPL | APPLE INC | $1,832.83万 | 2.19% | 63,341 | 696 | 1.1% | $20.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,961.32万 | 2.34% | 379,438 | -2,420 | -0.6% | -$12.51万 | 减仓 |
| ITOT | ISHARES TR | $2,099.85万 | 2.51% | 127,829 | -298 | -0.2% | -$4.90万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,576.52万 | 3.08% | 640,767 | -138,492 | -17.8% | -$556.88万 | 减仓 |
| IVE | ISHARES TR | $2,711.32万 | 3.24% | 119,410 | -15,774 | -11.7% | -$358.16万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,093.17万 | 3.69% | 454,810 | 19,201 | 4.4% | $130.59万 | 加仓 |
| IVW | ISHARES TR | $3,173.62万 | 3.79% | 230,758 | 19,352 | 9.2% | $266.15万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,187.30万 | 3.81% | 772,680 | 9,200 | 1.2% | $37.95万 | 加仓 |
| ACWX | ISHARES TR | $4,403.10万 | 5.26% | 578,518 | 86,636 | 17.6% | $659.39万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $9,402.27万 | 11.23% | 1,069,899 | 394,731 | 58.5% | $3,468.89万 | 加仓 |
| IVV | ISHARES TR | $1.03亿 | 12.30% | 137,564 | -633 | -0.5% | -$47.40万 | 减仓 |