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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $3.72万 | 0.00% | 143 | 23 | 19.2% | $5,990 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $3.72万 | 0.00% | 132 | -4 | -2.9% | -$1,127 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.69万 | 0.00% | 640 | 8 | 1.3% | $461 | 加仓 |
| ALC | ALCON AG | $3.67万 | 0.00% | 547 | -122 | -18.2% | -$8,186 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3.67万 | 0.00% | 72 | -8 | -10.0% | -$4,076 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $3.66万 | 0.00% | 800 | -102 | -11.3% | -$4,661 | 减仓 |
| WRB | BERKLEY W R CORP | $3.65万 | 0.00% | 518 | 96 | 22.7% | $6,771 | 加仓 |
| FROG | JFROG LTD | $3.65万 | 0.00% | 402 | 36 | 9.8% | $3,272 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $3.65万 | 0.00% | 182 | -170 | -48.3% | -$3.41万 | 减仓 |
| IDXX | IDEXX LABS INC | $3.63万 | 0.00% | 69 | 6 | 9.5% | $3,159 | 加仓 |
| PAYX | PAYCHEX INC | $3.62万 | 0.00% | 368 | 140 | 61.4% | $1.38万 | 加仓 |
| STM | STMICROELECTRONICS N V | $3.61万 | 0.00% | 482 | 27 | 5.9% | $2,022 | 加仓 |
| NDAQ | NASDAQ INC | $3.59万 | 0.00% | 456 | 116 | 34.1% | $9,143 | 加仓 |
| IYK | ISHARES TR | $3.59万 | 0.00% | 494 | 1 | 0.2% | $73 | 加仓 |
| VPU | VANGUARD WORLD FD | $3.58万 | 0.00% | 183 | 16 | 9.6% | $3,132 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3.58万 | 0.00% | 692 | 7 | 1.0% | $362 | 加仓 |
| GM | GENERAL MTRS CO | $3.58万 | 0.00% | 464 | 37 | 8.7% | $2,852 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3.57万 | 0.00% | 617 | 146 | 31.0% | $8,445 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $3.56万 | 0.00% | 262 | 32 | 13.9% | $4,352 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $3.53万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.51万 | 0.00% | 321 | 1 | 0.3% | $109 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.51万 | 0.00% | 129 | 100 | 344.8% | $2.72万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3.50万 | 0.00% | 282 | 43 | 18.0% | $5,343 | 加仓 |
| USB | US BANCORP | $3.49万 | 0.00% | 578 | 94 | 19.4% | $5,678 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $3.49万 | 0.00% | 231 | 231 | — | $3.49万 | 新建仓 |
| KVUE | KENVUE INC | $3.46万 | 0.00% | 1,808 | 166 | 10.1% | $3,172 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3.39万 | 0.00% | 3,209 | -11 | -0.3% | -$116 | 减仓 |
| IXJ | ISHARES TR | $3.35万 | 0.00% | 341 | 3 | 0.9% | $295 | 加仓 |
| XHB | SPDR SERIES TRUST | $3.35万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.33万 | 0.00% | 401 | 3 | 0.8% | $249 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3.32万 | 0.00% | 453 | 67 | 17.4% | $4,915 | 加仓 |
| ARKQ | ARK ETF TR | $3.32万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3.31万 | 0.00% | 802 | 104 | 14.9% | $4,297 | 加仓 |
| HSBC | HSBC HLDGS PLC | $3.29万 | 0.00% | 346 | 57 | 19.7% | $5,420 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3.29万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3.27万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $3.25万 | 0.00% | 241 | -120 | -33.2% | -$1.62万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $3.24万 | 0.00% | 1,454 | 272 | 23.0% | $6,059 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3.24万 | 0.00% | 355 | 7 | 2.0% | $638 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3.21万 | 0.00% | 752 | -187 | -19.9% | -$7,981 | 减仓 |
| NEM | NEWMONT CORP | $3.20万 | 0.00% | 342 | -15 | -4.2% | -$1,402 | 减仓 |
| INDA | ISHARES TR | $3.18万 | 0.00% | 644 | 83 | 14.8% | $4,099 | 加仓 |
| AA | ALCOA CORP | $3.12万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $3.11万 | 0.00% | 524 | 322 | 159.4% | $1.91万 | 加仓 |
| HAL | HALLIBURTON CO | $3.06万 | 0.00% | 900 | -8 | -0.9% | -$272 | 减仓 |
| EXC | EXELON CORP | $3.05万 | 0.00% | 655 | 87 | 15.3% | $4,056 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $3.04万 | 0.00% | 1,326 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3.02万 | 0.00% | 91 | 43 | 89.6% | $1.43万 | 加仓 |
| IJT | ISHARES TR | $3.02万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $3.01万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $3.01万 | 0.00% | 415 | 15 | 3.8% | $1,086 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.00万 | 0.00% | 59 | 8 | 15.7% | $4,075 | 加仓 |
| TER | TERADYNE INC | $3.00万 | 0.00% | 62 | 5 | 8.8% | $2,419 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $3.00万 | 0.00% | 734 | -5 | -0.7% | -$204 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2.98万 | 0.00% | 323 | -265 | -45.1% | -$2.45万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2.97万 | 0.00% | 296 | 35 | 13.4% | $3,510 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.95万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2.94万 | 0.00% | 350 | 3 | 0.9% | $252 | 加仓 |
| CMI | CUMMINS INC | $2.92万 | 0.00% | 41 | 12 | 41.4% | $8,559 | 加仓 |
| ITA | ISHARES TR | $2.91万 | 0.00% | 120 | 25 | 26.3% | $6,063 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.90万 | 0.00% | 21 | 3 | 16.7% | $4,147 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2.90万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.89万 | 0.00% | 259 | -31 | -10.7% | -$3,464 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $2.89万 | 0.00% | 238 | 11 | 4.8% | $1,336 | 加仓 |
| PRI | PRIMERICA INC | $2.87万 | 0.00% | 101 | -2 | -1.9% | -$569 | 减仓 |
| TECB | ISHARES TR | $2.87万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.85万 | 0.00% | 120 | -6 | -4.8% | -$1,425 | 减仓 |
| SAN | BANCO SANTANDER SA | $2.85万 | 0.00% | 2,063 | 91 | 4.6% | $1,256 | 加仓 |
| ING | ING GROEP N.V. | $2.84万 | 0.00% | 906 | -76 | -7.7% | -$2,385 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $2.84万 | 0.00% | 642 | 159 | 32.9% | $7,037 | 加仓 |
| APA | APA CORPORATION | $2.82万 | 0.00% | 865 | 14 | 1.6% | $456 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $2.81万 | 0.00% | 488 | 61 | 14.3% | $3,517 | 加仓 |
| SONY | SONY GROUP CORP | $2.80万 | 0.00% | 1,397 | -209 | -13.0% | -$4,193 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.78万 | 0.00% | 1,150 | -238 | -17.1% | -$5,745 | 减仓 |
| VST | VISTRA CORP | $2.74万 | 0.00% | 173 | -129 | -42.7% | -$2.05万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $2.74万 | 0.00% | 550 | 20 | 3.8% | $998 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.74万 | 0.00% | 200 | -1 | -0.5% | -$137 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2.70万 | 0.00% | 231 | -15 | -6.1% | -$1,752 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2.68万 | 0.00% | 200 | -3 | -1.5% | -$402 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $2.67万 | 0.00% | 301 | 29 | 10.7% | $2,577 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.66万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.64万 | 0.00% | 413 | -20 | -4.6% | -$1,280 | 减仓 |
| SAP | SAP SE | $2.64万 | 0.00% | 171 | -16 | -8.6% | -$2,466 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $2.63万 | 0.00% | 182 | 95 | 109.2% | $1.37万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.63万 | 0.00% | 274 | -38 | -12.2% | -$3,643 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.62万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.62万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $2.61万 | 0.00% | 1,012 | -224 | -18.1% | -$5,786 | 减仓 |
| EIX | EDISON INTL | $2.61万 | 0.00% | 351 | 17 | 5.1% | $1,266 | 加仓 |
| VCEB | VANGUARD WORLD FD | $2.61万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $2.61万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.59万 | 0.00% | 1,180 | 153 | 14.9% | $3,358 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.58万 | 0.00% | 65 | -105 | -61.8% | -$4.18万 | 减仓 |
| GWW | WW GRAINGER INC | $2.58万 | 0.00% | 19 | 2 | 11.8% | $2,721 | 加仓 |
| HUM | HUMANA INC | $2.58万 | 0.00% | 65 | 19 | 41.3% | $7,547 | 加仓 |
| FIX | COMFORT SYS USA INC | $2.58万 | 0.00% | 13 | 1 | 8.3% | $1,982 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2.55万 | 0.00% | 591 | -1,098 | -65.0% | -$4.74万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.55万 | 0.00% | 114 | 27 | 31.0% | $6,039 | 加仓 |
| SOBO | SOUTH BOW CORP | $2.52万 | 0.00% | 715 | 15 | 2.1% | $529 | 加仓 |
| CME | CME GROUP INC | $2.52万 | 0.00% | 114 | -60 | -34.5% | -$1.32万 | 减仓 |