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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | $9,858 | 0.00% | 95 | 95 | — | $9,858 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $9,838 | 0.00% | 57 | -67 | -54.0% | -$1.16万 | 减仓 |
| VEEV | VEEVA SYS INC | $9,837 | 0.00% | 56 | 24 | 75.0% | $4,216 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $9,834 | 0.00% | 1,077 | -638 | -37.2% | -$5,826 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,788 | 0.00% | 336 | 336 | — | $9,788 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $9,710 | 0.00% | 166 | 48 | 40.7% | $2,808 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $9,671 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $9,658 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $9,631 | 0.00% | 327 | -87 | -21.0% | -$2,562 | 减仓 |
| — | BITWISE FUNDS TRUST | $9,614 | 0.00% | 264 | 264 | — | $9,614 | 新建仓 |
| DXCM | DEXCOM INC | $9,609 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $9,584 | 0.00% | 169 | 71 | 72.4% | $4,026 | 加仓 |
| VOD | VODAFONE GROUP PLC | $9,553 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $9,529 | 0.00% | 62 | 18 | 40.9% | $2,766 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $9,509 | 0.00% | 95 | 81 | 578.6% | $8,108 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $9,503 | 0.00% | 443 | -5 | -1.1% | -$107 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9,464 | 0.00% | 500 | 500 | — | $9,464 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $9,383 | 0.00% | 86 | 1 | 1.2% | $109 | 加仓 |
| VALE | VALE S A | $9,371 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $9,310 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $9,237 | 0.00% | 214 | 67 | 45.6% | $2,892 | 加仓 |
| DTH | WISDOMTREE TR | $9,225 | 0.00% | 171 | 1 | 0.6% | $54 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $9,214 | 0.00% | 47 | -16 | -25.4% | -$3,137 | 减仓 |
| NNN | NNN REIT INC | $9,079 | 0.00% | 216 | 191 | 764.0% | $8,028 | 加仓 |
| KB | KB FINL GROUP INC | $9,076 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $9,071 | 0.00% | 120 | -7 | -5.5% | -$529 | 减仓 |
| CNO | CNO FINL GROUP INC | $9,034 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $8,985 | 0.00% | 55 | -18 | -24.7% | -$2,941 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $8,935 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $8,871 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $8,868 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $8,863 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES TR | $8,852 | 0.00% | 56 | 1 | 1.8% | $158 | 加仓 |
| LQD | ISHARES TR | $8,782 | 0.00% | 81 | 81 | — | $8,782 | 新建仓 |
| EMN | EASTMAN CHEM CO | $8,777 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $8,733 | 0.00% | 69 | 23 | 50.0% | $2,911 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $8,717 | 0.00% | 232 | 93 | 66.9% | $3,494 | 加仓 |
| IX | ORIX CORP | $8,698 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $8,687 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $8,685 | 0.00% | 133 | 14 | 11.8% | $914 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8,607 | 0.00% | 113 | 27 | 31.4% | $2,057 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $8,602 | 0.00% | 124 | 13 | 11.7% | $902 | 加仓 |
| IT | GARTNER INC | $8,551 | 0.00% | 54 | -46 | -46.0% | -$7,284 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $8,549 | 0.00% | 184 | 148 | 411.1% | $6,876 | 加仓 |
| HP | HELMERICH & PAYNE INC | $8,504 | 0.00% | 236 | -100 | -29.8% | -$3,603 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8,494 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $8,491 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $8,428 | 0.00% | 112 | 47 | 72.3% | $3,537 | 加仓 |
| DASH | DOORDASH INC | $8,409 | 0.00% | 56 | 24 | 75.0% | $3,604 | 加仓 |
| GH | GUARDANT HEALTH INC | $8,406 | 0.00% | 91 | -14 | -13.3% | -$1,293 | 减仓 |
| BKH | BLACK HILLS CORP | $8,399 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $8,384 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON HOLDINGS | $8,331 | 0.00% | 134 | 62 | 86.1% | $3,855 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $8,263 | 0.00% | 260 | 7 | 2.8% | $222 | 加仓 |
| XYL | XYLEM INC | $8,246 | 0.00% | 69 | 11 | 19.0% | $1,315 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $8,198 | 0.00% | 124 | 11 | 9.7% | $727 | 加仓 |
| IQV | IQVIA HLDGS INC | $8,186 | 0.00% | 48 | -101 | -67.8% | -$1.72万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $8,121 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $8,078 | 0.00% | 33 | -15 | -31.2% | -$3,672 | 减仓 |
| ARGX | ARGENX SE | $8,033 | 0.00% | 11 | -1 | -8.3% | -$730 | 减仓 |
| — | THEMES ETF TR | $7,986 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $7,976 | 0.00% | 46 | 3 | 7.0% | $520 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $7,941 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $7,914 | 0.00% | 214 | 180 | 529.4% | $6,657 | 加仓 |
| MYGN | MYRIAD GENETICS INC | $7,911 | 0.00% | 1,758 | 234 | 15.4% | $1,053 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $7,902 | 0.00% | 215 | 15 | 7.5% | $551 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $7,898 | 0.00% | 112 | 4 | 3.7% | $282 | 加仓 |
| EG | EVEREST GROUP LTD | $7,845 | 0.00% | 24 | 13 | 118.2% | $4,249 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $7,803 | 0.00% | 100 | 92 | 1,150.0% | $7,179 | 加仓 |
| BTE | BAYTEX ENERGY CORP | $7,792 | 0.00% | 1,743 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $7,750 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $7,722 | 0.00% | 31 | 29 | 1,450.0% | $7,224 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $7,650 | 0.00% | 51 | -6 | -10.5% | -$900 | 减仓 |
| AXON | AXON ENTERPRISE INC | $7,645 | 0.00% | 18 | 10 | 125.0% | $4,247 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $7,637 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $7,593 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $7,586 | 0.00% | 160 | 142 | 788.9% | $6,733 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7,475 | 0.00% | 115 | 57 | 98.3% | $3,705 | 加仓 |
| CIB | GRUPO CIBEST SA | $7,427 | 0.00% | 102 | 10 | 10.9% | $728 | 加仓 |
| UBS | UBS GROUP AG | $7,424 | 0.00% | 190 | 27 | 16.6% | $1,055 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $7,410 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $7,390 | 0.00% | 547 | -341 | -38.4% | -$4,607 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $7,385 | 0.00% | 51 | 42 | 466.7% | $6,082 | 加仓 |
| BBY | BEST BUY INC | $7,383 | 0.00% | 115 | -26 | -18.4% | -$1,669 | 减仓 |
| KT | KT CORP | $7,358 | 0.00% | 343 | 96 | 38.9% | $2,059 | 加仓 |
| DOV | DOVER CORP | $7,296 | 0.00% | 35 | -48 | -57.8% | -$1.00万 | 减仓 |
| — | RLJ LODGING TR | $7,230 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD | $7,143 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $7,125 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $7,124 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $7,101 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $7,089 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $7,057 | 0.00% | 268 | -260 | -49.2% | -$6,846 | 减仓 |
| NOV | NOV INC | $7,054 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $7,050 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $7,044 | 0.00% | 91 | -6 | -6.2% | -$464 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $7,032 | 0.00% | 195 | -13 | -6.2% | -$469 | 减仓 |
| RIG | TRANSOCEAN LTD | $7,028 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |