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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,027.14万 | 12.56% | 138,197 | 1,822 | 1.3% | $119.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,167.73万 | 7.19% | 675,168 | 259,431 | 62.4% | $1,985.68万 | 加仓 |
| ACWX | ISHARES TR | $3,367.92万 | 4.69% | 491,882 | 491,882 | — | $3,367.92万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,974.52万 | 4.14% | 763,480 | 4,255 | 0.6% | $16.58万 | 加仓 |
| IVE | ISHARES TR | $2,854.42万 | 3.97% | 135,184 | -7,151 | -5.0% | -$150.99万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,638.57万 | 3.67% | 779,259 | 36,105 | 4.9% | $122.25万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,534.37万 | 3.53% | 435,609 | -85,143 | -16.4% | -$495.36万 | 减仓 |
| IVW | ISHARES TR | $2,391.21万 | 3.33% | 211,406 | 13,669 | 6.9% | $154.61万 | 加仓 |
| ITOT | ISHARES TR | $1,824.91万 | 2.54% | 128,127 | 1,439 | 1.1% | $20.50万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,722.94万 | 2.40% | 381,858 | 1,808 | 0.5% | $8.16万 | 加仓 |
| AAPL | APPLE INC | $1,589.86万 | 2.21% | 62,645 | 340 | 0.5% | $8.63万 | 加仓 |
| QUAL | ISHARES TR | $1,470.39万 | 2.05% | 76,659 | 1,246 | 1.7% | $23.90万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,446.08万 | 2.01% | 316,985 | 32,322 | 11.4% | $147.45万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,272.81万 | 1.77% | 386,284 | 17,249 | 4.7% | $56.84万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,173.68万 | 1.63% | 104,690 | 5,616 | 5.7% | $62.96万 | 加仓 |
| IEFA | ISHARES TR | $1,142.96万 | 1.59% | 126,253 | -4,921 | -3.8% | -$44.55万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,140.88万 | 1.59% | 314,985 | 20,157 | 6.8% | $73.01万 | 加仓 |
| EFV | ISHARES TR | $1,135.24万 | 1.58% | 152,689 | -116,685 | -43.3% | -$867.55万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,091.17万 | 1.52% | 147,895 | -3,503 | -2.3% | -$25.85万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,057.11万 | 1.47% | 44,727 | 1,038 | 2.4% | $24.53万 | 加仓 |
| IJH | ISHARES TR | $1,004.27万 | 1.40% | 148,714 | 1,980 | 1.3% | $13.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $942.68万 | 1.31% | 54,053 | 567 | 1.1% | $9.89万 | 加仓 |
| SHLD | GLOBAL X FDS | $881.63万 | 1.23% | 124,454 | 41,210 | 49.5% | $291.93万 | 加仓 |
| DGRO | ISHARES TR | $788.81万 | 1.10% | 112,398 | -1,573 | -1.4% | -$11.04万 | 减仓 |
| IXUS | ISHARES TR | $780.99万 | 1.09% | 90,142 | 144 | 0.2% | $1.25万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $655.50万 | 0.91% | 87,225 | 5,744 | 7.0% | $43.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $586.59万 | 0.82% | 15,846 | 1,580 | 11.1% | $58.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $540.53万 | 0.75% | 75,992 | 801 | 1.1% | $5.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $539.48万 | 0.75% | 138,826 | -872 | -0.6% | -$3.39万 | 减仓 |
| ESGU | ISHARES TR | $503.23万 | 0.70% | 35,584 | 1,931 | 5.7% | $27.31万 | 加仓 |
| STIP | ISHARES TR | $442.53万 | 0.62% | 42,785 | -619 | -1.4% | -$6.40万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $433.86万 | 0.60% | 102,761 | 78,363 | 321.2% | $330.85万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $430.40万 | 0.60% | 159,940 | -296 | -0.2% | -$7,965 | 减仓 |
| HQY | HEALTHEQUITY INC | $393.19万 | 0.55% | 47,049 | 5 | 0.0% | $418 | 加仓 |
| VGT | VANGUARD WORLD FD | $384.54万 | 0.54% | 5,511 | 336 | 6.5% | $23.45万 | 加仓 |
| IJR | ISHARES TR | $360.06万 | 0.50% | 28,965 | -589 | -2.0% | -$7.32万 | 减仓 |
| LRGF | ISHARES TR | $325.52万 | 0.45% | 49,322 | 1,592 | 3.3% | $10.51万 | 加仓 |
| AMZN | AMAZON COM INC | $314.69万 | 0.44% | 15,110 | 293 | 2.0% | $6.10万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $311.34万 | 0.43% | 5,210 | 87 | 1.7% | $5.20万 | 加仓 |
| EFAV | ISHARES TR | $304.83万 | 0.42% | 33,362 | -1,029 | -3.0% | -$9.40万 | 减仓 |
| GLDM | WORLD GOLD TR | $292.52万 | 0.41% | 31,558 | -59,918 | -65.5% | -$555.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $273.70万 | 0.38% | 4,742 | 97 | 2.1% | $5.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $261.92万 | 0.36% | 85,371 | 2,689 | 3.3% | $8.25万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $252.53万 | 0.35% | 74,338 | 26 | 0.0% | $883 | 加仓 |
| GOOGL | ALPHABET INC | $248.15万 | 0.35% | 8,630 | 198 | 2.3% | $5.69万 | 加仓 |
| IEMG | ISHARES INC | $243.33万 | 0.34% | 34,885 | -215,497 | -86.1% | -$1,503.11万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $242.17万 | 0.34% | 34,152 | 47 | 0.1% | $3,333 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.39万 | 0.30% | 4,474 | -124 | -2.7% | -$5.94万 | 减仓 |
| TSLA | TESLA INC | $211.50万 | 0.29% | 5,689 | -244 | -4.1% | -$9.07万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $196.95万 | 0.27% | 44,091 | 44,079 | 367,325.0% | $196.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $189.48万 | 0.26% | 1,902 | 61 | 3.3% | $6.08万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $187.91万 | 0.26% | 42,581 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $186.85万 | 0.26% | 7,786 | -42 | -0.5% | -$1.01万 | 减仓 |
| WMT | WALMART INC | $183.17万 | 0.25% | 14,739 | 492 | 3.5% | $6.11万 | 加仓 |
| IJS | ISHARES TR | $169.79万 | 0.24% | 14,335 | -465 | -3.1% | -$5.51万 | 减仓 |
| EFG | ISHARES TR | $149.38万 | 0.21% | 13,413 | -762 | -5.4% | -$8.49万 | 减仓 |
| VV | VANGUARD INDEX FDS | $148.83万 | 0.21% | 4,980 | 47 | 1.0% | $1.40万 | 加仓 |
| EEMV | ISHARES INC | $148.56万 | 0.21% | 22,951 | -555 | -2.4% | -$3.59万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $143.08万 | 0.20% | 10,912 | 28 | 0.3% | $3,672 | 加仓 |
| GOOG | ALPHABET INC | $138.35万 | 0.19% | 4,823 | 2 | 0.0% | $574 | 加仓 |
| VLUE | ISHARES TR | $136.28万 | 0.19% | 9,584 | 588 | 6.5% | $8.36万 | 加仓 |
| MUB | ISHARES TR | $134.66万 | 0.19% | 12,686 | 2,207 | 21.1% | $23.43万 | 加仓 |
| USMV | ISHARES TR | $132.10万 | 0.18% | 14,244 | 1,056 | 8.0% | $9.79万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $129.44万 | 0.18% | 22,464 | 8,697 | 63.2% | $50.11万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $128.95万 | 0.18% | 31,383 | 765 | 2.5% | $3.14万 | 加仓 |
| IWC | ISHARES TR | $123.59万 | 0.17% | 7,743 | -177 | -2.2% | -$2.83万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $122.62万 | 0.17% | 13,824 | 51 | 0.4% | $4,524 | 加仓 |
| SIL | GLOBAL X FDS | $118.86万 | 0.17% | 13,195 | 50 | 0.4% | $4,504 | 加仓 |
| ESGE | ISHARES INC | $114.40万 | 0.16% | 25,160 | 2,839 | 12.7% | $12.91万 | 加仓 |
| META | META PLATFORMS INC | $111.02万 | 0.15% | 1,941 | 202 | 11.6% | $11.55万 | 加仓 |
| AVGO | BROADCOM INC | $110.92万 | 0.15% | 3,584 | 153 | 4.5% | $4.73万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $107.90万 | 0.15% | 1,783 | 1 | 0.1% | $605 | 加仓 |
| SCZ | ISHARES TR | $102.28万 | 0.14% | 13,044 | -368 | -2.7% | -$2.89万 | 减仓 |
| WFC | WELLS FARGO & CO | $88.41万 | 0.12% | 11,106 | 5,505 | 98.3% | $43.82万 | 加仓 |
| LLY | ELI LILLY & CO | $87.72万 | 0.12% | 954 | 39 | 4.3% | $3.59万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.23万 | 0.12% | 2,463 | 101 | 4.3% | $3.41万 | 加仓 |
| V | VISA INC | $81.96万 | 0.11% | 2,712 | 1,109 | 69.2% | $33.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.38万 | 0.11% | 3,329 | 181 | 5.7% | $4.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $77.96万 | 0.11% | 3,589 | 2 | 0.1% | $434 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.93万 | 0.11% | 1,198 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $74.76万 | 0.10% | 7,531 | -304 | -3.9% | -$3.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $74.06万 | 0.10% | 1,482 | -17 | -1.1% | -$8,495 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $73.28万 | 0.10% | 15,288 | 53 | 0.3% | $2,540 | 加仓 |
| CI | THE CIGNA GROUP | $73.00万 | 0.10% | 2,737 | 70 | 2.6% | $1.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.16万 | 0.10% | 2,385 | 16 | 0.7% | $4,707 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $69.27万 | 0.10% | 19,767 | 122 | 0.6% | $4,275 | 加仓 |
| CVX | CHEVRON CORPORATION | $67.44万 | 0.09% | 3,260 | 197 | 6.4% | $4.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.04万 | 0.09% | 3,296 | -1,003 | -23.3% | -$20.40万 | 减仓 |
| MCD | MCDONALDS CORP | $65.24万 | 0.09% | 2,099 | -3 | -0.1% | -$932 | 减仓 |
| CAT | CATERPILLAR INC | $64.41万 | 0.09% | 909 | 52 | 6.1% | $3.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $63.37万 | 0.09% | 4,768 | 3 | 0.1% | $399 | 加仓 |
| IXN | ISHARES TR | $62.00万 | 0.09% | 6,202 | 313 | 5.3% | $3.13万 | 加仓 |
| NOW | SERVICENOW INC | $60.67万 | 0.08% | 5,803 | 272 | 4.9% | $2.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $60.30万 | 0.08% | 28,554 | 24 | 0.1% | $507 | 加仓 |
| TQQQ | PROSHARES TR | $59.38万 | 0.08% | 14,248 | -399 | -2.7% | -$1.66万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $59.07万 | 0.08% | 3,809 | 1 | 0.0% | $155 | 加仓 |
| GLD | SPDR GOLD TR | $58.61万 | 0.08% | 1,362 | 10 | 0.7% | $4,303 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.30万 | 0.08% | 2,030 | 12 | 0.6% | $3,446 | 加仓 |
| SUB | ISHARES TR | $57.10万 | 0.08% | 5,361 | -226 | -4.0% | -$2.41万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.57万 | 0.08% | 3,799 | -164 | -4.1% | -$2.40万 | 减仓 |