13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$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
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 12.3%
SPYM 11.2%
ACWX 5.3%
DFAI 3.8%
IVW 3.8%
DYNF 3.7%
IVE 3.2%
DFAE 3.1%
ITOT 2.5%
DFAU 2.3%

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
BRO BROWN & BROWN INC $2.51万0.00%391 340666.7% $2.18万 加仓
MUR MURPHY OIL CORP $2.50万0.00%769 -39-4.8% -$1,270 减仓
AMT AMERICAN TOWER CORP $2.50万0.00%153 96168.4% $1.57万 加仓
AWI ARMSTRONG WORLD INDS INC NEW $2.50万0.00%156 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO BASI $2.47万0.00%4,268 -667-13.5% -$3,855 减仓
WSO WATSCO INC $2.46万0.00%59 -3-4.8% -$1,250 减仓
IXG ISHARES TR $2.43万0.00%195 4731.8% $5,864 加仓
FMX FOMENTO ECONOMICO MEXICANO S $2.43万0.00%190 -2-1.0% -$256 减仓
BIIB BIOGEN INC $2.42万0.00%112 98.7% $1,945 加仓
KOD KODIAK SCIENCES INC $2.38万0.00%610 111.8% $429 加仓
WAB WABTEC $2.38万0.00%88 22.3% $540 加仓
IMOS CHIPMOS TECHNOLOGIES INC $2.37万0.00%369 -121-24.7% -$7,774 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $2.36万0.00%573 -27-4.5% -$1,110 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $2.35万0.00%67 00.0% — 不变
TMUS T-MOBILE US INC $2.34万0.00%139 5463.5% $9,082 加仓
TLT ISHARES TR $2.33万0.00%270 3715.9% $3,198 加仓
ERAS ERASCA INC $2.32万0.00%1,265 736.1% $1,337 加仓
NUV NUVEEN MUN VALUE FD INC $2.31万0.00%2,505 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $2.31万0.00%95 -4-4.0% -$971 减仓
— VANGUARD MALVERN FDS $2.30万0.00%448 00.0% — 不变
SNOW SNOWFLAKE INC $2.29万0.00%90 -37-29.1% -$9,416 减仓
NUE NUCOR CORP $2.27万0.00%102 1922.9% $4,232 加仓
PBW INVESCO EXCHANGE TRADED FD T $2.27万0.00%582 00.0% — 不变
TSCO TRACTOR SUPPLY CO $2.26万0.00%715 451170.8% $1.43万 加仓
TTE TOTALENERGIES SE $2.25万0.00%289 -22-7.1% -$1,711 减仓
WDAY WORKDAY INC $2.24万0.00%183 133266.0% $1.63万 加仓
IGSB ISHARES TR $2.24万0.00%427 -119-21.8% -$6,236 减仓
AWK AMERICAN WTR WKS CO INC NEW $2.24万0.00%170 110183.3% $1.45万 加仓
PCAR PACCAR INC $2.23万0.00%186 63.3% $721 加仓
RACE FERRARI N V $2.23万0.00%60 -14-18.9% -$5,212 减仓
SNPS SYNOPSYS INC $2.23万0.00%50 48.7% $1,784 加仓
APG API GROUP CORP $2.21万0.00%523 00.0% — 不变
JBTM JBT MAREL CORPORATION $2.20万0.00%152 00.0% — 不变
DASH DOORDASH INC $2.20万0.00%119 63112.5% $1.16万 加仓
RKLB ROCKET LAB CORP $2.20万0.00%216 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2.19万0.00%178 -206-53.6% -$2.54万 减仓
— AVALONBAY CMNTYS INC $2.19万0.00%116 61110.9% $1.15万 加仓
COIN COINBASE GLOBAL INC $2.18万0.00%149 -57-27.7% -$8,333 减仓
SHY ISHARES TR $2.17万0.00%265 31.1% $246 加仓
HEI/A HEICO CORP NEW $2.17万0.00%84 -46-35.4% -$1.19万 减仓
AJG GALLAGHER ARTHUR J & CO $2.16万0.00%94 1113.3% $2,531 加仓
LITE LUMENTUM HLDGS INC $2.15万0.00%25 631.6% $5,148 加仓
ODFL OLD DOMINION FREIGHT LINE IN $2.14万0.00%99 55.3% $1,083 加仓
— INNOVATOR ETFS TRUST $2.14万0.00%1,105 1,105— $2.14万 新建仓
TDG TRANSDIGM GROUP INC $2.13万0.00%16 12300.0% $1.60万 加仓
RUSHA RUSH ENTERPRISES INC $2.12万0.00%291 124.3% $876 加仓
ENVA ENOVA INTL INC $2.12万0.00%88 -4-4.3% -$963 减仓
BHP BHP BILLITON LIMITED $2.12万0.00%254 -5-1.9% -$417 减仓
CIEN CIENA CORP $2.11万0.00%43 410.3% $1,962 加仓
GRNY TIDAL TRUST I $2.10万0.00%759 19033.4% $5,254 加仓
WY WEYERHAEUSER CO $2.07万0.00%866 -1,388-61.6% -$3.32万 减仓
NVMI NOVA LTD $2.06万0.00%38 00.0% — 不变
FLOT ISHARES TR $2.06万0.00%404 41.0% $204 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $2.06万0.00%254 131106.5% $1.06万 加仓
ABNB AIRBNB INC $2.06万0.00%144 2016.1% $2,862 加仓
NVR NVR INC $2.04万0.00%3 150.0% $6,814 加仓
SBRA SABRA HEALTH CARE REIT INC $2.03万0.00%1,042 -117-10.1% -$2,283 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $2.03万0.00%449 -73-14.0% -$3,294 减仓
SUSB ISHARES TR $2.02万0.00%810 91.1% $225 加仓
SKM SK TELECOM CO LTD $2.02万0.00%629 -30-4.6% -$965 减仓
DXCM DEXCOM INC $2.01万0.00%299 14695.4% $9,833 加仓
LAMR LAMAR ADVERTISING CO $2.01万0.00%129 00.0% — 不变
IGF ISHARES TR $2.00万0.00%300 00.0% — 不变
ZTS ZOETIS INC $1.99万0.00%277 -338-55.0% -$2.43万 减仓
LSTR LANDSTAR SYS INC $1.99万0.00%96 00.0% — 不变
— INNOVATOR ETFS TRUST $1.98万0.00%900 00.0% — 不变
TROW PRICE T ROWE GROUP INC $1.98万0.00%174 97126.0% $1.10万 加仓
PPG PPG INDS INC $1.98万0.00%163 95.8% $1,092 加仓
OEF ISHARES TR $1.97万0.00%54 -24-30.8% -$8,775 减仓
KDP KEURIG DR PEPPER INC $1.97万0.00%601 333124.3% $1.09万 加仓
WTRG ESSENTIAL UTILS INC $1.97万0.00%513 132.6% $498 加仓
APO APOLLO GLOBAL MGMT INC $1.95万0.00%165 4133.1% $4,851 加仓
XEL XCEL ENERGY INC $1.95万0.00%243 -14-5.4% -$1,124 减仓
TOL TOLL BROTHERS INC $1.94万0.00%118 -12-9.2% -$1,977 减仓
EVRG EVERGY INC $1.94万0.00%224 167.7% $1,383 加仓
NXPI NXP SEMICONDUCTORS N V $1.91万0.00%68 -1-1.4% -$281 减仓
FAST FASTENAL CO $1.91万0.00%397 -26-6.1% -$1,249 减仓
NVO NOVO-NORDISK A S $1.90万0.00%396 6820.7% $3,260 加仓
PKX POSCO HOLDINGS INC $1.90万0.00%369 203122.3% $1.04万 加仓
LNG CHENIERE ENERGY INC $1.89万0.00%79 45.3% $957 加仓
FNDE SCHWAB STRATEGIC TR $1.89万0.00%476 -59-11.0% -$2,341 减仓
FC FRANKLIN COVEY CO $1.89万0.00%769 00.0% — 不变
TRGP TARGA RES CORP $1.88万0.00%70 1425.0% $3,754 加仓
RF REGIONS FINANCIAL CORP NEW $1.87万0.00%619 -80-11.4% -$2,416 减仓
ARKW ARK ETF TR $1.87万0.00%129 00.0% — 不变
CPAY CORPAY INC $1.87万0.00%56 -3-5.1% -$1,000 减仓
XYZ BLOCK INC $1.86万0.00%245 20.8% $152 加仓
EW EDWARDS LIFESCIENCES CORP $1.85万0.00%205 6142.4% $5,518 加仓
RIVN RIVIAN AUTOMOTIVE INC $1.82万0.00%1,050 10010.5% $1,735 加仓
SU SUNCOR ENERGY INC NEW $1.82万0.00%339 215173.4% $1.15万 加仓
GPN GLOBAL PMTS INC $1.82万0.00%250 202420.8% $1.47万 加仓
EOS EATON VANCE ENHANCED EQUITY $1.81万0.00%820 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $1.80万0.00%463 23199.6% $8,982 加仓
— PROSHARES TR $1.80万0.00%206 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $1.79万0.00%41 -1-2.4% -$438 减仓
FENY FIDELITY COVINGTON TRUST $1.79万0.00%606 00.0% — 不变
FOXA FOX CORP $1.79万0.00%343 51.5% $261 加仓
CEG CONSTELLATION ENERGY CORP $1.79万0.00%72 -61-45.9% -$1.52万 减仓
SHG SHINHAN FINANCIAL GROUP CO L $1.78万0.00%282 171154.1% $1.08万 加仓
SHV ISHARES TR $1.78万0.00%161 10.6% $111 加仓