Physician Wealth Solutions Inc.
NORTH LAS VEGAS NV · SEC CIK 0002007116
$2.42亿2026Q1 申报市值
45持仓数
65.2%前十大占比 · 第一大 13.3%
0 / 0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
DFAU 加仓+$256.48万
AVUV 加仓+$202.42万
DFIP 加仓+$143.80万
DFGR 加仓+$100.32万
AVDV 加仓+$81.82万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$382.88万
DFAX 减仓-$143.07万
DISV 减仓-$43.44万
DFEM 减仓-$33.05万
DIMENSIONAL ETF 减仓-$31.40万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $3,220.50万 | 13.33% | 713,763 | 56,845 | 8.7% | $256.48万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,206.85万 | 9.14% | 522,702 | 11,292 | 2.2% | $47.67万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,785.26万 | 7.39% | 427,914 | 34,468 | 8.8% | $143.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,469.48万 | 6.08% | 419,371 | -8,962 | -2.1% | -$31.40万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,272.28万 | 5.27% | 289,024 | -2,981 | -1.0% | -$13.12万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,219.86万 | 5.05% | 343,333 | -1,423 | -0.4% | -$5.06万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,199.27万 | 4.96% | 347,110 | -9,567 | -2.7% | -$33.05万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,142.44万 | 4.73% | 228,992 | 10,578 | 4.8% | $52.77万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,121.79万 | 4.64% | 284,429 | -11,014 | -3.7% | -$43.44万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,118.17万 | 4.63% | 157,689 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1,030.42万 | 4.27% | 93,276 | 18,323 | 24.4% | $202.42万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $920.01万 | 3.81% | 108,441 | 9,135 | 9.2% | $77.50万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $780.11万 | 3.23% | 162,354 | 9,904 | 6.5% | $47.59万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $727.52万 | 3.01% | 72,854 | 8,193 | 12.7% | $81.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $620.89万 | 2.57% | 77,053 | 2,947 | 4.0% | $23.75万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $534.28万 | 2.21% | 71,095 | -4,109 | -5.5% | -$30.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $458.92万 | 1.90% | 73,487 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $457.81万 | 1.90% | 41,177 | 4,207 | 11.4% | $46.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $376.03万 | 1.56% | 52,865 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $369.57万 | 1.53% | 139,040 | 37,744 | 37.3% | $100.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $278.80万 | 1.15% | 71,746 | -98,529 | -57.9% | -$382.88万 | 减仓 |
| MUB | ISHARES TR | $266.11万 | 1.10% | 25,069 | -11 | -0.0% | -$1,168 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $207.04万 | 0.86% | 26,826 | -3,721 | -12.2% | -$28.72万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $191.61万 | 0.79% | 72,007 | -6,034 | -7.7% | -$16.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $127.05万 | 0.53% | 50,619 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $109.68万 | 0.45% | 32,287 | -42,117 | -56.6% | -$143.07万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $101.57万 | 0.42% | 20,335 | 3,979 | 24.3% | $19.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $92.91万 | 0.38% | 2,896 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $76.27万 | 0.32% | 15,241 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $72.49万 | 0.30% | 9,245 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $71.81万 | 0.30% | 3,530 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $71.46万 | 0.30% | 14,909 | -451 | -2.9% | -$2.16万 | 减仓 |
| VMC | VULCAN MATLS CO | $57.32万 | 0.24% | 2,105 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $56.87万 | 0.24% | 9,714 | 1,676 | 20.9% | $9.81万 | 加仓 |
| SHV | ISHARES TR | $47.30万 | 0.20% | 4,285 | 907 | 26.9% | $10.01万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $43.01万 | 0.18% | 8,200 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $40.26万 | 0.17% | 8,307 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $30.33万 | 0.13% | 1,015 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.13万 | 0.12% | 3,030 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $27.88万 | 0.12% | 5,485 | -2,441 | -30.8% | -$12.41万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.82万 | 0.12% | 637 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $26.76万 | 0.11% | 1,285 | -30 | -2.3% | -$6,248 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $23.85万 | 0.10% | 3,977 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $23.83万 | 0.10% | 5,800 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.93万 | 0.09% | 6,238 | 0 | 0.0% | — | 不变 |