Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 45
- 較 2026 年第 1 季 0
- 總值
- $2.64 億
- 較 2026 年第 1 季 +$2,220 萬 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 735,418 | $3,801 萬 | 14.4% | +21,655+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 542,729 | $2,291 萬 | 8.7% | +20,027+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 462,726 | $1,909 萬 | 7.2% | +34,812+8.1% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 411,042 | $1,594 萬 | 6.0% | −8,329−2.0% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 337,691 | $1,372 萬 | 5.2% | −9,419−2.7% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 283,674 | $1,344 萬 | 5.1% | −5,350−1.9% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 157,689 | $1,292 萬 | 4.9% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 339,783 | $1,266 萬 | 4.8% | −3,550−1.0% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 96,685 | $1,206 萬 | 4.6% | +3,409+3.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 231,559 | $1,171 萬 | 4.4% | +2,567+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 276,090 | $1,108 萬 | 4.2% | −8,339−2.9% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 112,850 | $1,007 萬 | 3.8% | +4,409+4.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 172,397 | $834.9 萬 | 3.2% | +10,043+6.2% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 76,304 | $786.3 萬 | 3.0% | +3,450+4.7% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 75,871 | $732.1 萬 | 2.8% | −1,182−1.5% | 減碼 | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 74,716 | $570.8 萬 | 2.2% | +3,621+5.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 42,521 | $544.6 萬 | 2.1% | +1,344+3.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 73,270 | $512.2 萬 | 1.9% | −217−0.3% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 166,172 | $481.4 萬 | 1.8% | +27,132+19.5% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,865 | $435.3 萬 | 1.7% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,681 | $265.6 萬 | 1.0% | −388−1.5% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,500 | $203.3 萬 | 0.8% | −30−0.8% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 26,285 | $201.6 萬 | 0.8% | −541−2.0% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 72,007 | $190.8 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 49,224 | $142.6 萬 | 0.5% | −1,395−2.8% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 31,222 | $138.5 萬 | 0.5% | −40,524−56.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,888 | $106.9 萬 | 0.4% | −8−0.3% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 20,831 | $104.6 萬 | 0.4% | +496+2.4% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 15,241 | $77.1 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,245 | $72.0 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 14,392 | $69.6 萬 | 0.3% | −517−3.5% | 減碼 | – |
| VMCVulcan Materials CO | COM | 2,105 | $62.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 16,734 | $61.6 萬 | 0.2% | −15,553−48.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,594 | $55.8 萬 | 0.2% | −120−1.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,222 | $46.6 萬 | 0.2% | −63−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $45.7 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 8,200 | $43.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,823 | $32.9 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 1,285 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 5,485 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,800 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 3,977 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 6,238 | $26.0 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 3,030 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |