Physician Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Physician Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,334 只证券，申报市值合计 8.37 亿美元。前几大持仓：IVV（12.30%）、SPYM（11.23%）、ACWX（5.26%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $103.0M | 12.30% | 137,564 | 减持 |
| 2 | SPYM | SPDR SERIES TRUST | $94.0M | 11.23% | 1.1M | 增持 |
| 3 | ACWX | ISHARES TR | $44.0M | 5.26% | 578,518 | 增持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $31.9M | 3.81% | 772,680 | 增持 |
| 5 | IVW | ISHARES TR | $31.7M | 3.79% | 230,758 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $30.9M | 3.69% | 454,810 | 增持 |
| 7 | IVE | ISHARES TR | $27.1M | 3.24% | 119,410 | 减持 |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $25.8M | 3.08% | 640,767 | 减持 |
| 9 | ITOT | ISHARES TR | $21.0M | 2.51% | 127,829 | 减持 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $19.6M | 2.34% | 379,438 | 减持 |
| 11 | AAPL | APPLE INC | $18.3M | 2.19% | 63,341 | 增持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $16.2M | 1.94% | 357,130 | 增持 |
| 13 | BAI | BLACKROCK ETF TRUST | $16.1M | 1.93% | 305,913 | 减持 |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $13.0M | 1.55% | 80,324 | 减持 |
| 15 | MGC | VANGUARD WORLD FD | $12.3M | 1.46% | 44,771 | 增持 |
| 16 | IEFA | ISHARES TR | $12.1M | 1.44% | 124,846 | 减持 |
| 17 | IJH | ISHARES TR | $11.5M | 1.37% | 148,503 | 减持 |
| 18 | DFAW | DIMENSIONAL ETF TRUST | $10.9M | 1.30% | 131,656 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $10.4M | 1.24% | 51,940 | 减持 |
| 20 | SHLD | GLOBAL X FDS | $10.1M | 1.21% | 169,122 | 增持 |
| 21 | THRO | BLACKROCK ETF TRUST | $8.7M | 1.04% | 201,376 | 减持 |
| 22 | IXUS | ISHARES TR | $8.6M | 1.03% | 90,195 | 增持 |
| 23 | IALT | BLACKROCK ETF TRUST | $8.3M | 0.99% | 296,245 | 新建仓 |
| 24 | DGRO | ISHARES TR | $8.2M | 0.97% | 107,581 | 减持 |
| 25 | VCRM | VANGUARD MUN BD FDS | $6.8M | 0.81% | 88,686 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR