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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $3.21万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $3.21万 | 0.00% | 388 | -48 | -11.0% | -$3,968 | 减仓 |
| SAP | SAP SE | $3.20万 | 0.00% | 187 | 2 | 1.1% | $342 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3.20万 | 0.00% | 3,220 | 3,087 | 2,321.1% | $3.07万 | 加仓 |
| PWR | QUANTA SVCS INC | $3.18万 | 0.00% | 58 | 4 | 7.4% | $2,196 | 加仓 |
| GM | GENERAL MTRS CO | $3.18万 | 0.00% | 427 | 6 | 1.4% | $447 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $3.18万 | 0.00% | 1,530 | 60 | 4.1% | $1,246 | 加仓 |
| IXJ | ISHARES TR | $3.16万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $3.16万 | 0.00% | 319 | -13 | -3.9% | -$1,288 | 减仓 |
| — | PROSHARES TR | $3.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.13万 | 0.00% | 433 | -187 | -30.2% | -$1.35万 | 减仓 |
| RMOP | TIDAL TRUST III | $3.13万 | 0.00% | 1,257 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $3.12万 | 0.00% | 620 | 620 | — | $3.12万 | 新建仓 |
| TRU | TRANSUNION | $3.11万 | 0.00% | 449 | -57 | -11.3% | -$3,944 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3.09万 | 0.00% | 649 | 168 | 34.9% | $8,011 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.08万 | 0.00% | 433 | 163 | 60.4% | $1.16万 | 加仓 |
| ROL | ROLLINS INC | $3.08万 | 0.00% | 577 | 83 | 16.8% | $4,433 | 加仓 |
| HDB | HDFC BANK LTD | $3.08万 | 0.00% | 1,236 | 33 | 2.7% | $821 | 加仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $3.07万 | 0.00% | 195 | 195 | — | $3.07万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $3.01万 | 0.00% | 987 | -21 | -2.1% | -$641 | 减仓 |
| VLO | VALERO ENERGY CORP | $2.96万 | 0.00% | 120 | -106 | -46.9% | -$2.62万 | 减仓 |
| ADBE | ADOBE INC | $2.93万 | 0.00% | 121 | -55 | -31.2% | -$1.33万 | 减仓 |
| GRMN | GARMIN LTD | $2.92万 | 0.00% | 126 | 19 | 17.8% | $4,408 | 加仓 |
| SGOV | ISHARES TR | $2.92万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| PBP | INVESCO EXCHANGE TRADED FD T | $2.92万 | 0.00% | 1,326 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $2.92万 | 0.00% | 203 | -4 | -1.9% | -$574 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2.91万 | 0.00% | 341 | 32 | 10.4% | $2,727 | 加仓 |
| NDAQ | NASDAQ INC | $2.89万 | 0.00% | 340 | -60 | -15.0% | -$5,093 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $2.88万 | 0.00% | 216 | 200 | 1,250.0% | $2.67万 | 加仓 |
| XSD | SPDR SERIES TRUST | $2.88万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $2.87万 | 0.00% | 546 | 368 | 206.7% | $1.93万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $2.86万 | 0.00% | 139 | -2 | -1.4% | -$412 | 减仓 |
| XHB | SPDR SERIES TRUST | $2.86万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.86万 | 0.00% | 91 | 27 | 42.2% | $8,482 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.85万 | 0.00% | 246 | 131 | 113.9% | $1.52万 | 加仓 |
| SNY | SANOFI SA | $2.84万 | 0.00% | 589 | 379 | 180.5% | $1.83万 | 加仓 |
| KVUE | KENVUE INC | $2.83万 | 0.00% | 1,642 | 109 | 7.1% | $1,879 | 加仓 |
| TTE | TOTALENERGIES SE | $2.83万 | 0.00% | 311 | 14 | 4.7% | $1,274 | 加仓 |
| ARKQ | ARK ETF TR | $2.82万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.81万 | 0.00% | 1,657 | 28 | 1.7% | $475 | 加仓 |
| MOAT | VANECK ETF TRUST | $2.80万 | 0.00% | 290 | 6 | 2.1% | $580 | 加仓 |
| WRB | BERKLEY W R CORP | $2.80万 | 0.00% | 422 | 24 | 6.0% | $1,591 | 加仓 |
| EXC | EXELON CORP | $2.78万 | 0.00% | 568 | 57 | 11.2% | $2,794 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2.78万 | 0.00% | 99 | 3 | 3.1% | $843 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.78万 | 0.00% | 64 | 54 | 540.0% | $2.35万 | 加仓 |
| BSY | BENTLEY SYS INC | $2.78万 | 0.00% | 791 | 352 | 80.2% | $1.24万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2.76万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $2.76万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $2.75万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2.74万 | 0.00% | 130 | 55 | 73.3% | $1.16万 | 加仓 |
| JBL | JABIL INC | $2.74万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $2.73万 | 0.00% | 574 | 4 | 0.7% | $190 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.72万 | 0.00% | 376 | 12 | 3.3% | $870 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2.71万 | 0.00% | 471 | 145 | 44.5% | $8,358 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $2.70万 | 0.00% | 250 | 91 | 57.2% | $9,841 | 加仓 |
| NET | CLOUDFLARE INC | $2.68万 | 0.00% | 130 | -72 | -35.6% | -$1.49万 | 减仓 |
| DDOG | DATADOG INC | $2.65万 | 0.00% | 225 | 29 | 14.8% | $3,418 | 加仓 |
| EBAY | EBAY INC. | $2.64万 | 0.00% | 290 | 24 | 9.0% | $2,184 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.63万 | 0.00% | 201 | 7 | 3.6% | $918 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $2.63万 | 0.00% | 1,182 | 41 | 3.6% | $913 | 加仓 |
| INDA | ISHARES TR | $2.63万 | 0.00% | 561 | 66 | 13.3% | $3,091 | 加仓 |
| VCEB | VANGUARD WORLD FD | $2.61万 | 0.00% | 416 | -2 | -0.5% | -$126 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $2.61万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX ETF TRUST | $2.61万 | 0.00% | 530 | -20 | -3.6% | -$983 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.59万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $2.58万 | 0.00% | 103 | 23 | 28.7% | $5,766 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.57万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $2.56万 | 0.00% | 982 | 41 | 4.4% | $1,068 | 加仓 |
| APP | APPLOVIN CORP | $2.55万 | 0.00% | 64 | -35 | -35.4% | -$1.39万 | 减仓 |
| USB | US BANCORP | $2.52万 | 0.00% | 484 | -10 | -2.0% | -$520 | 减仓 |
| RACE | FERRARI N V | $2.50万 | 0.00% | 74 | 8 | 12.1% | $2,708 | 加仓 |
| FTNT | FORTINET INC | $2.49万 | 0.00% | 305 | 245 | 408.3% | $2.00万 | 加仓 |
| OEF | ISHARES TR | $2.48万 | 0.00% | 78 | -181 | -69.9% | -$5.75万 | 减仓 |
| IJT | ISHARES TR | $2.45万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2.44万 | 0.00% | 334 | 29 | 9.5% | $2,122 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2.38万 | 0.00% | 289 | 6 | 2.1% | $495 | 加仓 |
| COMT | ISHARES U S ETF TR | $2.37万 | 0.00% | 701 | 135 | 23.9% | $4,564 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $2.36万 | 0.00% | 427 | 353 | 477.0% | $1.95万 | 加仓 |
| IBDY | ISHARES TR | $2.36万 | 0.00% | 911 | 911 | — | $2.36万 | 新建仓 |
| SOBO | SOUTH BOW CORP | $2.33万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $2.28万 | 0.00% | 448 | -49 | -9.9% | -$2,498 | 减仓 |
| KOD | KODIAK SCIENCES INC | $2.28万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2.27万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.26万 | 0.00% | 62 | 3 | 5.1% | $1,091 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $2.25万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $2.25万 | 0.00% | 2,505 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.25万 | 0.00% | 348 | 28 | 8.8% | $1,809 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $2.23万 | 0.00% | 1,159 | -182 | -13.6% | -$3,500 | 减仓 |
| SAN | BANCO SANTANDER SA | $2.22万 | 0.00% | 1,972 | 47 | 2.4% | $530 | 加仓 |
| TECB | ISHARES TR | $2.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.18万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.17万 | 0.00% | 386 | 250 | 183.8% | $1.41万 | 加仓 |
| SHY | ISHARES TR | $2.17万 | 0.00% | 262 | 262 | — | $2.17万 | 新建仓 |
| WAB | WABTEC | $2.15万 | 0.00% | 86 | 33 | 62.3% | $8,257 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $2.14万 | 0.00% | 600 | 600 | — | $2.14万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $2.13万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $2.13万 | 0.00% | 75 | 73 | 3,650.0% | $2.07万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.12万 | 0.00% | 60 | 11 | 22.4% | $3,893 | 加仓 |
| APG | API GROUP CORP | $2.12万 | 0.00% | 523 | 13 | 2.5% | $527 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $2.12万 | 0.00% | 227 | 10 | 4.6% | $933 | 加仓 |