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 |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | $1.46万 | 0.00% | 243 | 214 | 737.9% | $1.29万 | 加仓 |
| EMXC | ISHARES INC | $1.46万 | 0.00% | 186 | -1,184 | -86.4% | -$9.30万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $1.46万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $1.46万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $1.44万 | 0.00% | 276 | 2 | 0.7% | $104 | 加仓 |
| ARKF | ARK ETF TR | $1.43万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1.43万 | 0.00% | 98 | 91 | 1,300.0% | $1.33万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.43万 | 0.00% | 950 | 30 | 3.3% | $451 | 加仓 |
| WDFC | WD 40 CO | $1.43万 | 0.00% | 70 | 9 | 14.8% | $1,835 | 加仓 |
| DGT | SPDR SERIES TRUST | $1.42万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $1.42万 | 0.00% | 151 | 151 | — | $1.42万 | 新建仓 |
| CVNA | CARVANA CO | $1.41万 | 0.00% | 45 | -4 | -8.2% | -$1,258 | 减仓 |
| SEIC | SEI INVTS CO | $1.41万 | 0.00% | 180 | 81 | 81.8% | $6,356 | 加仓 |
| ULTA | ULTA BEAUTY INC | $1.41万 | 0.00% | 27 | -5 | -15.6% | -$2,614 | 减仓 |
| STNG | SCORPIO TANKERS INC | $1.41万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $1.40万 | 0.00% | 56 | 4 | 7.7% | $1,003 | 加仓 |
| NUE | NUCOR CORP | $1.40万 | 0.00% | 83 | 6 | 7.8% | $1,015 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1.39万 | 0.00% | 572 | -11 | -1.9% | -$268 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.39万 | 0.00% | 216 | 26 | 13.7% | $1,670 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $1.38万 | 0.00% | 393 | -13 | -3.2% | -$458 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.38万 | 0.00% | 124 | -138 | -52.7% | -$1.54万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.38万 | 0.00% | 59 | -3 | -4.8% | -$700 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.36万 | 0.00% | 69 | 3 | 4.5% | $591 | 加仓 |
| GRNY | TIDAL TRUST I | $1.36万 | 0.00% | 569 | 104 | 22.4% | $2,483 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.35万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.35万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $1.34万 | 0.00% | 439 | 20 | 4.8% | $611 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.34万 | 0.00% | 19 | 7 | 58.3% | $4,920 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.33万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1.32万 | 0.00% | 171 | 10 | 6.2% | $771 | 加仓 |
| NVR | NVR INC | $1.32万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $1.32万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.30万 | 0.00% | 85 | 78 | 1,114.3% | $1.19万 | 加仓 |
| IWP | ISHARES TR | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.27万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $1.26万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $1.26万 | 0.00% | 374 | -3 | -0.8% | -$101 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.25万 | 0.00% | 138 | 7 | 5.3% | $635 | 加仓 |
| DON | WISDOMTREE TR | $1.25万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.25万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $1.25万 | 0.00% | 92 | 85 | 1,214.3% | $1.15万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.25万 | 0.00% | 108 | 14 | 14.9% | $1,615 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.23万 | 0.00% | 169 | 7 | 4.3% | $509 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.23万 | 0.00% | 383 | 242 | 171.6% | $7,747 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.23万 | 0.00% | 58 | 29 | 100.0% | $6,128 | 加仓 |
| AMCR | AMCOR PLC | $1.22万 | 0.00% | 308 | 308 | — | $1.22万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $1.22万 | 0.00% | 2,631 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY CO | $1.21万 | 0.00% | 769 | 65 | 9.2% | $1,026 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.21万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.21万 | 0.00% | 160 | 11 | 7.4% | $829 | 加仓 |
| NVO | NOVO-NORDISK A S | $1.21万 | 0.00% | 328 | -3 | -0.9% | -$110 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $1.20万 | 0.00% | 200 | -130 | -39.4% | -$7,796 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.20万 | 0.00% | 264 | 113 | 74.8% | $5,129 | 加仓 |
| IYF | ISHARES TR | $1.19万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.19万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.18万 | 0.00% | 70 | 3 | 4.5% | $507 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.18万 | 0.00% | 126 | 12 | 10.5% | $1,120 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.16万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.16万 | 0.00% | 218 | 218 | — | $1.16万 | 新建仓 |
| IWF | ISHARES TR | $1.16万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.15万 | 0.00% | 144 | -24 | -14.3% | -$1,922 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $1.15万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.14万 | 0.00% | 9 | 3 | 50.0% | $3,784 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1.13万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.13万 | 0.00% | 522 | 64 | 14.0% | $1,388 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.13万 | 0.00% | 125 | 120 | 2,400.0% | $1.09万 | 加仓 |
| CCJ | CAMECO CORP | $1.13万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1.12万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $1.11万 | 0.00% | 293 | 29 | 11.0% | $1,102 | 加仓 |
| — | STRATEGY INC | $1.11万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $1.09万 | 0.00% | 232 | 62 | 36.5% | $2,909 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.08万 | 0.00% | 690 | -278 | -28.7% | -$4,351 | 减仓 |
| PPL | PPL CORP | $1.08万 | 0.00% | 282 | 117 | 70.9% | $4,470 | 加仓 |
| IEF | ISHARES TR | $1.08万 | 0.00% | 113 | 113 | — | $1.08万 | 新建仓 |
| CCL | CARNIVAL CORP | $1.07万 | 0.00% | 415 | -154 | -27.1% | -$3,986 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $1.07万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $1.07万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $1.06万 | 0.00% | 137 | 42 | 44.2% | $3,257 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.06万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.06万 | 0.00% | 206 | 1 | 0.5% | $51 | 加仓 |
| AGZ | ISHARES TR | $1.06万 | 0.00% | 97 | 97 | — | $1.06万 | 新建仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $1.06万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $1.06万 | 0.00% | 159 | -16 | -9.1% | -$1,066 | 减仓 |
| PRG | PROG HOLDINGS INC | $1.06万 | 0.00% | 369 | -49 | -11.7% | -$1,406 | 减仓 |
| ARKK | ARK ETF TR | $1.04万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.03万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $1.03万 | 0.00% | 87 | 8 | 10.1% | $949 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.02万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.01万 | 0.00% | 37 | -13 | -26.0% | -$3,540 | 减仓 |
| ASH | ASHLAND INC | $1.01万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $9,985 | 0.00% | 218 | 29 | 15.3% | $1,328 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $9,975 | 0.00% | 202 | -173 | -46.1% | -$8,543 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $9,960 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $9,957 | 0.00% | 123 | 57 | 86.4% | $4,614 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $9,945 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $9,922 | 0.00% | 41 | 26 | 173.3% | $6,292 | 加仓 |
| ES | EVERSOURCE ENERGY | $9,908 | 0.00% | 143 | 16 | 12.6% | $1,109 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $9,907 | 0.00% | 185 | -29 | -13.6% | -$1,553 | 减仓 |
| IWD | ISHARES TR | $9,879 | 0.00% | 46 | 0 | 0.0% | — | 不变 |