13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.6%
SPYM 7.2%
ACWX 4.7%
DFAI 4.1%
IVE 4.0%
DFAE 3.7%
DYNF 3.5%
IVW 3.3%
ITOT 2.5%
DFAU 2.4%

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
UAL UNITED AIRLS HLDGS INC $2.12万0.00%230 7245.6% $6,629 加仓
DPZ DOMINOS PIZZA INC $2.12万0.00%59 -6-9.2% -$2,153 减仓
PAYX PAYCHEX INC $2.10万0.00%228 125121.4% $1.15万 加仓
PCAR PACCAR INC $2.08万0.00%180 95.3% $1,040 加仓
ITA ISHARES TR $2.08万0.00%95 -24-20.2% -$5,251 减仓
FENY FIDELITY COVINGTON TRUST $2.06万0.00%606 00.0% — 不变
KGC KINROSS GOLD CORP $2.06万0.00%675 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $2.05万0.00%535 00.0% — 不变
XEL XCEL ENERGY INC $2.04万0.00%257 3817.4% $3,019 加仓
CHT CHUNGHWA TELECOM CO LTD $2.04万0.00%483 -50-9.4% -$2,112 减仓
FLOT ISHARES TR $2.04万0.00%400 400— $2.04万 新建仓
ITW ILLINOIS TOOL WKS INC $2.03万0.00%78 79.9% $1,822 加仓
TLT ISHARES TR $2.02万0.00%233 198.9% $1,647 加仓
WTRG ESSENTIAL UTILS INC $2.01万0.00%500 00.0% — 不变
IGF ISHARES TR $2.01万0.00%300 300— $2.01万 新建仓
SUSB ISHARES TR $2.01万0.00%801 60.8% $150 加仓
TPL TEXAS PACIFIC LAND CORPORATI $1.99万0.00%42 00.0% — 不变
ACGL ARCH CAP GROUP LTD $1.99万0.00%207 142218.5% $1.36万 加仓
FOXA FOX CORP $1.97万0.00%338 -68-16.7% -$3,971 减仓
NICE NICE LTD $1.97万0.00%179 95.3% $992 加仓
HPQ HP INC $1.97万0.00%1,027 16719.4% $3,209 加仓
MPWR MONOLITHIC PWR SYS INC $1.97万0.00%18 00.0% — 不变
FAST FASTENAL CO $1.96万0.00%423 4712.5% $2,181 加仓
CGNX COGNEX CORP $1.96万0.00%400 -33-7.6% -$1,617 减仓
JBTM JBT MAREL CORPORATION $1.94万0.00%152 -6-3.8% -$767 减仓
SKM SK TELECOM CO LTD $1.93万0.00%659 00.0% — 不变
ERAS ERASCA INC $1.93万0.00%1,192 00.0% — 不变
SNOW SNOWFLAKE INC $1.92万0.00%127 -15-10.6% -$2,262 减仓
ASO ACADEMY SPORTS & OUTDOORS IN $1.91万0.00%339 00.0% — 不变
SUSC ISHARES TR $1.91万0.00%826 60.7% $139 加仓
IYE ISHARES TR $1.91万0.00%295 10.3% $65 加仓
DOW DOW HLDGS INC $1.91万0.00%458 -95-17.2% -$3,957 减仓
PHM PULTE GROUP INC $1.89万0.00%161 93136.8% $1.09万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $1.89万0.00%67 23.1% $565 加仓
BIIB BIOGEN INC $1.89万0.00%103 5094.3% $9,167 加仓
BHP BHP BILLITON LIMITED $1.88万0.00%259 177.0% $1,237 加仓
— INNOVATOR ETFS TRUST $1.86万0.00%900 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $1.86万0.00%477 4511,734.6% $1.76万 加仓
GWW WW GRAINGER INC $1.85万0.00%17 654.5% $6,545 加仓
MSTR STRATEGY INC $1.85万0.00%149 80115.9% $9,951 加仓
RUSHA RUSH ENTERPRISES INC $1.84万0.00%279 155.7% $992 加仓
PBW INVESCO EXCHANGE TRADED FD T $1.84万0.00%582 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1.84万0.00%94 65224.1% $1.27万 加仓
NGG NATIONAL GRID PLC $1.83万0.00%216 94.3% $761 加仓
RF REGIONS FINANCIAL CORP NEW $1.83万0.00%699 30778.3% $8,019 加仓
SNPS SYNOPSYS INC $1.82万0.00%46 33253.8% $1.31万 加仓
BJ BJS WHSL CLUB HLDGS INC $1.82万0.00%185 128224.6% $1.26万 加仓
HOOD ROBINHOOD MKTS INC $1.81万0.00%261 -12-4.4% -$832 减仓
IR INGERSOLL RAND INC $1.80万0.00%225 6944.2% $5,528 加仓
JKHY HENRY JACK & ASSOC INC $1.80万0.00%114 -3-2.6% -$474 减仓
AJG GALLAGHER ARTHUR J & CO $1.80万0.00%83 3469.4% $7,373 加仓
TMUS T-MOBILE US INC $1.79万0.00%85 -32-27.4% -$6,737 减仓
IDV ISHARES TR $1.77万0.00%417 10.2% $43 加仓
FISV FISERV INC $1.77万0.00%318 -31-8.9% -$1,730 减仓
TOL TOLL BROTHERS INC $1.77万0.00%130 1513.0% $2,047 加仓
SHV ISHARES TR $1.77万0.00%160 112233.3% $1.24万 加仓
IMOS CHIPMOS TECHNOLOGIES INC $1.75万0.00%490 173.6% $608 加仓
OTIS OTIS WORLDWIDE CORP $1.73万0.00%224 31.4% $231 加仓
FROG JFROG LTD $1.72万0.00%366 00.0% — 不变
RELX RELX PLC $1.72万0.00%518 12130.5% $4,011 加仓
CPAY CORPAY INC $1.72万0.00%59 59.3% $1,455 加仓
PTEN PATTERSON-UTI ENERGY INC $1.71万0.00%1,577 684.5% $736 加仓
EVRG EVERGY INC $1.70万0.00%208 5435.1% $4,424 加仓
RLI RLI CORP $1.70万0.00%298 -24-7.5% -$1,369 减仓
IXG ISHARES TR $1.69万0.00%148 2520.3% $2,855 加仓
TER TERADYNE INC $1.69万0.00%57 816.3% $2,372 加仓
EOS EATON VANCE ENHANCED EQUITY $1.68万0.00%820 00.0% — 不变
SILJ AMPLIFY ETF TR $1.66万0.00%558 558— $1.66万 新建仓
FIX COMFORT SYS USA INC $1.65万0.00%12 220.0% $2,758 加仓
NVMI NOVA LTD $1.65万0.00%38 361,800.0% $1.56万 加仓
HIG HARTFORD INSURANCE GROUP INC $1.65万0.00%122 102510.0% $1.38万 加仓
PPG PPG INDS INC $1.65万0.00%154 6267.4% $6,627 加仓
LAMR LAMAR ADVERTISING CO $1.63万0.00%129 -14-9.8% -$1,773 减仓
GIS GENERAL MILLS INC $1.62万0.00%437 5514.4% $2,045 加仓
BKR BAKER HUGHES COMPANY $1.62万0.00%266 -1-0.4% -$61 减仓
SPG SIMON PPTY GROUP INC NEW $1.62万0.00%87 67.4% $1,119 加仓
TLH ISHARES TR $1.61万0.00%160 160— $1.61万 新建仓
EUSB ISHARES TR $1.59万0.00%365 -3,516-90.6% -$15.31万 减仓
EXPD EXPEDITORS INTL WASH INC $1.58万0.00%110 -42-27.6% -$6,016 减仓
STM STMICROELECTRONICS N V $1.57万0.00%455 00.0% — 不变
XLY SELECT SECTOR SPDR TR $1.57万0.00%144 00.0% — 不变
ABNB AIRBNB INC $1.57万0.00%124 100416.7% $1.26万 加仓
HUBS HUBSPOT INC $1.56万0.00%64 1428.0% $3,418 加仓
CMI CUMMINS INC $1.56万0.00%29 00.0% — 不变
ARKW ARK ETF TR $1.56万0.00%129 00.0% — 不变
AON AON PLC $1.55万0.00%48 -5-9.4% -$1,615 减仓
BOH BANK HAWAII CORP $1.54万0.00%208 00.0% — 不变
LSTR LANDSTAR SYS INC $1.54万0.00%96 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.54万0.00%241 00.0% — 不变
BAP CREDICORP LTD $1.53万0.00%45 00.0% — 不变
GPI GROUP 1 AUTOMOTIVE INC $1.52万0.00%46 12.2% $331 加仓
CIEN CIENA CORP $1.51万0.00%39 1456.0% $5,435 加仓
ADP AUTOMATIC DATA PROCESSING IN $1.51万0.00%74 1219.4% $2,442 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $1.49万0.00%112 00.0% — 不变
ET ENERGY TRANSFER L P $1.48万0.00%768 00.0% — 不变
— SELECT MED HLDGS CORP $1.48万0.00%909 35965.3% $5,848 加仓
BMI BADGER METER INC $1.48万0.00%97 2738.6% $4,113 加仓
PCG PG&E CORP $1.48万0.00%840 354.3% $615 加仓
FE FIRSTENERGY CORP $1.47万0.00%290 5422.9% $2,736 加仓
CRGY CRESCENT ENERGY COMPANY $1.47万0.00%1,088 00.0% — 不变