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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $8.96万 | 0.01% | 964 | 123 | 14.6% | $1.14万 | 加仓 |
| EMR | EMERSON ELEC CO | $8.94万 | 0.01% | 682 | 82 | 13.7% | $1.07万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $8.86万 | 0.01% | 1,931 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $8.83万 | 0.01% | 1,550 | -32 | -2.0% | -$1,823 | 减仓 |
| — | INNOVATOR ETFS TRUST | $8.82万 | 0.01% | 4,294 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $8.55万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $8.50万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $8.49万 | 0.01% | 1,774 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $8.39万 | 0.01% | 2,429 | 2 | 0.1% | $69 | 加仓 |
| EEM | ISHARES TR | $8.31万 | 0.01% | 1,464 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $8.18万 | 0.01% | 1,203 | -170 | -12.4% | -$1.16万 | 减仓 |
| PSX | PHILLIPS 66 | $8.17万 | 0.01% | 449 | -6 | -1.3% | -$1,092 | 减仓 |
| AMGN | AMGEN INC | $8.09万 | 0.01% | 230 | 22 | 10.6% | $7,741 | 加仓 |
| CRM | SALESFORCE INC | $8.03万 | 0.01% | 430 | 143 | 49.8% | $2.67万 | 加仓 |
| DHR | DANAHER CORP DEL | $8.02万 | 0.01% | 423 | 33 | 8.5% | $6,257 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $8.02万 | 0.01% | 466 | 2 | 0.4% | $344 | 加仓 |
| CTAS | CINTAS CORP | $7.97万 | 0.01% | 471 | 39 | 9.0% | $6,596 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7.89万 | 0.01% | 477 | 100 | 26.5% | $1.65万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.84万 | 0.01% | 170 | -8 | -4.5% | -$3,688 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $7.77万 | 0.01% | 3,277 | 30 | 0.9% | $711 | 加仓 |
| MCK | MCKESSON CORP | $7.70万 | 0.01% | 89 | 17 | 23.6% | $1.47万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $7.70万 | 0.01% | 1,257 | -89 | -6.6% | -$5,451 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $7.64万 | 0.01% | 1,689 | 398 | 30.8% | $1.80万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $7.46万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $7.39万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $7.37万 | 0.01% | 277 | 10 | 3.7% | $2,660 | 加仓 |
| KLAC | KLA CORP | $7.36万 | 0.01% | 50 | 5 | 11.1% | $7,362 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7.31万 | 0.01% | 292 | -21 | -6.7% | -$5,257 | 减仓 |
| ZTS | ZOETIS INC | $7.27万 | 0.01% | 615 | 91 | 17.4% | $1.08万 | 加仓 |
| PGR | PROGRESSIVE CORP | $7.22万 | 0.01% | 364 | -49 | -11.9% | -$9,714 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7.03万 | 0.01% | 1,462 | -13 | -0.9% | -$625 | 减仓 |
| SNDK | SANDISK CORP | $7.02万 | 0.01% | 111 | -2 | -1.8% | -$1,265 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.01万 | 0.01% | 179 | -14 | -7.3% | -$5,485 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $6.97万 | 0.01% | 239 | 18 | 8.1% | $5,250 | 加仓 |
| CLH | CLEAN HARBORS INC | $6.91万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6.86万 | 0.01% | 199 | -149 | -42.8% | -$5.14万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $6.86万 | 0.01% | 492 | 53 | 12.1% | $7,387 | 加仓 |
| SBUX | STARBUCKS CORP | $6.82万 | 0.01% | 761 | -2,366 | -75.7% | -$21.19万 | 减仓 |
| TFC | TRUIST FINL CORP | $6.80万 | 0.01% | 1,479 | 6 | 0.4% | $276 | 加仓 |
| DHI | D R HORTON INC | $6.79万 | 0.01% | 495 | 20 | 4.2% | $2,744 | 加仓 |
| ALV | AUTOLIV INC | $6.75万 | 0.01% | 642 | 35 | 5.8% | $3,681 | 加仓 |
| IRM | IRON MTN INC DEL | $6.71万 | 0.01% | 657 | 60 | 10.1% | $6,132 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $6.66万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $6.65万 | 0.01% | 118 | 49 | 71.0% | $2.76万 | 加仓 |
| MPC | MARATHON PETE CORP | $6.64万 | 0.01% | 272 | 35 | 14.8% | $8,546 | 加仓 |
| QLD | PROSHARES TR | $6.62万 | 0.01% | 1,086 | 1,086 | — | $6.62万 | 新建仓 |
| VRSN | VERISIGN INC | $6.61万 | 0.01% | 266 | 4 | 1.5% | $993 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $6.56万 | 0.01% | 191 | 11 | 6.1% | $3,775 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6.51万 | 0.01% | 236 | 7 | 3.1% | $1,930 | 加仓 |
| CSX | CSX CORP | $6.50万 | 0.01% | 1,583 | 14 | 0.9% | $575 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6.49万 | 0.01% | 240 | 7 | 3.0% | $1,893 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $6.42万 | 0.01% | 352 | -36 | -9.3% | -$6,568 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $6.42万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $6.37万 | 0.01% | 2,833 | 262 | 10.2% | $5,887 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6.36万 | 0.01% | 2,671 | 166 | 6.6% | $3,953 | 加仓 |
| PACS | PACS GROUP INC | $6.28万 | 0.01% | 1,954 | 29 | 1.5% | $932 | 加仓 |
| SYY | SYSCO CORP | $6.27万 | 0.01% | 879 | 88 | 11.1% | $6,277 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.19万 | 0.01% | 3,315 | 3,315 | — | $6.19万 | 新建仓 |
| SMMV | ISHARES TR | $6.17万 | 0.01% | 1,415 | 4 | 0.3% | $174 | 加仓 |
| MTG | MGIC INVT CORP WIS | $6.17万 | 0.01% | 2,351 | -77 | -3.2% | -$2,021 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6.17万 | 0.01% | 222 | -7 | -3.1% | -$1,945 | 减仓 |
| ALL | ALLSTATE CORP | $6.08万 | 0.01% | 293 | 30 | 11.4% | $6,220 | 加仓 |
| TGT | TARGET CORP | $6.06万 | 0.01% | 500 | -35 | -6.5% | -$4,243 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $6.04万 | 0.01% | 289 | 38 | 15.1% | $7,947 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.04万 | 0.01% | 384 | 13 | 3.5% | $2,045 | 加仓 |
| IGM | ISHARES TR | $6.00万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $5.92万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $5.89万 | 0.01% | 939 | -140 | -13.0% | -$8,785 | 减仓 |
| CPRT | COPART INC | $5.89万 | 0.01% | 1,774 | -81 | -4.4% | -$2,689 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.87万 | 0.01% | 297 | -4 | -1.3% | -$791 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $5.84万 | 0.01% | 1,631 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $5.83万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $5.79万 | 0.01% | 1,161 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5.75万 | 0.01% | 198 | 9 | 4.8% | $2,614 | 加仓 |
| BP | BP PLC | $5.72万 | 0.01% | 1,217 | 8 | 0.7% | $376 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.71万 | 0.01% | 195 | -11 | -5.3% | -$3,220 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.70万 | 0.01% | 274 | 2 | 0.7% | $416 | 加仓 |
| NU | NU HLDGS LTD | $5.59万 | 0.01% | 3,888 | -144 | -3.6% | -$2,069 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $5.56万 | 0.01% | 946 | 22 | 2.4% | $1,293 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.53万 | 0.01% | 588 | -17 | -2.8% | -$1,598 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.52万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $5.51万 | 0.01% | 2,254 | 1,692 | 301.1% | $4.13万 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $5.48万 | 0.01% | 2,544 | -100 | -3.8% | -$2,156 | 减仓 |
| GSK | GSK PLC | $5.47万 | 0.01% | 992 | -503 | -33.6% | -$2.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.46万 | 0.01% | 2,875 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $5.41万 | 0.01% | 2,470 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $5.35万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $5.32万 | 0.01% | 986 | 16 | 1.6% | $864 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5.25万 | 0.01% | 68 | 4 | 6.2% | $3,091 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.23万 | 0.01% | 301 | -138 | -31.4% | -$2.40万 | 减仓 |
| ACWI | ISHARES TR | $5.23万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5.20万 | 0.01% | 171 | 4 | 2.4% | $1,216 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $5.17万 | 0.01% | 2,232 | 2,232 | — | $5.17万 | 新建仓 |
| WAT | WATERS CORP | $5.15万 | 0.01% | 173 | 124 | 253.1% | $3.69万 | 加仓 |
| CME | CME GROUP INC | $5.14万 | 0.01% | 174 | 8 | 4.8% | $2,363 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.12万 | 0.01% | 391 | 65 | 19.9% | $8,516 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $5.08万 | 0.01% | 1,400 | 1,400 | — | $5.08万 | 新建仓 |
| BSEP | INNOVATOR ETFS TRUST | $5.07万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5.06万 | 0.01% | 827 | 63 | 8.2% | $3,854 | 加仓 |
| ALC | ALCON AG | $5.04万 | 0.01% | 669 | -1 | -0.1% | -$75 | 减仓 |