Physician Wealth Solutions Inc.
CIK 2007116 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $263.8M
- Posisi
- 45
- Per tanggal
- 30 Juni 2026
#5.570 dari 9.443 berdasarkan nilai 13F · top 59.0%
Nilai portofolio QoQ: +9.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 65,39%
- Bobot 25 kepemilikan teratas
- 95,79%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 16,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,63% Perkiraan pembelian $6.725.356 · penjualan $4.109.037
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 97,8% masih dipegang
- Posisi baru
- 0
- Meningkat
- 13
- Menurun
- 17
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,8%
Industrials
0,2%
Retail
0,1%
Communication Services
0,1%
Lainnya/Tidak terpetakan
98,8%
Portofolio lengkap 45 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAU | $38.013.771 | 14,41% | 735.418 | $5.808.776 | Naik ×3 | ||
| DFCF | $22.908.580 | 8,69% | 542.729 | $840.096 | Naik ×4 | ||
| DFIP | $19.089.744 | 7,24% | 462.726 | $1.237.165 | Naik ×4 | ||
| DFSV | $15.944.316 | 6,05% | 411.042 | $1.249.555 | Turun ×4 | ||
| DFEM | $13.723.771 | 5,20% | 337.691 | $1.731.105 | Turun ×4 | ||
| AVRE | $13.440.458 | 5,10% | 283.674 | $717.619 | Turun ×4 | ||
| DFUS | $12.921.037 | 4,90% | 157.689 | $1.739.310 | |||
| DFIC | $12.660.318 | 4,80% | 339.783 | $461.710 | Turun ×2 | ||
| AVUV | $12.062.379 | 4,57% | 96.685 | $1.758.130 | Naik ×4 | ||
| VTEB | $11.712.254 | 4,44% | 231.559 | $287.843 | Naik ×4 | ||
| DISV | $11.079.483 | 4,20% | 276.090 | $-138.396 | Turun ×2 | ||
| AVDE | $10.066.251 | 3,82% | 112.850 | $866.103 | Naik ×3 | ||
| BNDX Vanguard Total International Bond ETF | $8.349.199 | 3,17% | 172.397 | $548.077 | Naik ×4 | ||
| AVDV | $7.863.159 | 2,98% | 76.304 | $587.964 | Naik ×4 | ||
| AVEM | $7.320.784 | 2,78% | 75.871 | $1.111.867 | Turun ×1 | ||
| VCRM | $5.708.302 | 2,16% | 74.716 | $365.513 | Naik ×1 | ||
| AVUS | $5.446.091 | 2,06% | 42.521 | $868.040 | Naik ×3 | ||
| DFAT | $5.121.563 | 1,94% | 73.270 | $532.317 | Turun ×1 | ||
| DFGR | $4.814.017 | 1,83% | 166.172 | $1.118.335 | Naik ×4 | ||
| DFAS | $4.352.904 | 1,65% | 52.865 | $592.617 | |||
| MUB | $2.656.169 | 1,01% | 24.681 | $-4.905 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.033.185 | 0,77% | 3.500 | $1.315.077 | Turun ×1 | ||
| BIV | $2.016.031 | 0,76% | 26.285 | $-54.370 | Turun ×4 | ||
| SCHP | $1.908.196 | 0,72% | 72.007 | $-7.920 | |||
| SCHB | $1.425.522 | 0,54% | 49.224 | $154.989 | Turun ×1 | ||
| DFAC | $1.384.996 | 0,53% | 31.222 | $-1.403.037 | Turun ×3 | ||
| VTI | $1.068.676 | 0,41% | 2.888 | $139.571 | Turun ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.046.341 | 0,40% | 20.831 | $30.608 | Naik ×2 | ||
| IAGG | $771.195 | 0,29% | 15.241 | $8.535 | |||
| BSV | $720.278 | 0,27% | 9.245 | $-4.622 | |||
| DFNM | $695.637 | 0,26% | 14.392 | $-18.951 | Turun ×4 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $620.996 | 0,24% | 2.105 | $47.804 | |||
| DFAX | $616.463 | 0,23% | 16.734 | $-480.339 | Turun ×4 | ||
| VGSH Vanguard Short-Term Treasury ETF | $558.371 | 0,21% | 9.594 | $-10.287 | Turun ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $465.898 | 0,18% | 4.222 | $-7.123 | Turun ×1 | ||
| DFUV | $456.968 | 0,17% | 8.307 | $54.411 | |||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $439.477 | 0,17% | 8.200 | $9.383 | |||
| VV | $349.069 | 0,13% | 1.015 | $45.736 | |||
| VUG | $329.325 | 0,12% | 3.823 | $51.090 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $306.267 | 0,12% | 1.285 | $38.640 | |||
| NEAR | $277.870 | 0,11% | 5.485 | $-960 | |||
| DFSU | $270.454 | 0,10% | 5.800 | $32.132 | |||
| AVES | $260.891 | 0,10% | 3.977 | $22.351 | |||
| DUHP | $260.312 | 0,10% | 6.238 | $31.003 | |||
| NFLX Netflix, Inc. - Common Stock | $216.342 | 0,08% | 3.030 | $-74.993 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAU | $38.013.771 | 14,41% | naik ×3 |
| DFCF | $22.908.580 | 8,69% | naik ×4 |
| DFIP | $19.089.744 | 7,24% | naik ×4 |
| AVUV | $12.062.379 | 4,57% | naik ×4 |
| VTEB | $11.712.254 | 4,44% | naik ×4 |
| AVDE | $10.066.251 | 3,82% | naik ×3 |
| BNDX | $8.349.199 | 3,17% | naik ×4 |
| AVDV | $7.863.159 | 2,98% | naik ×4 |
| AVUS | $5.446.091 | 2,06% | naik ×3 |
| DFGR | $4.814.017 | 1,83% | naik ×4 |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAU | Beli lebih banyak | +22K | +$5.8M |
| AVUV | Beli lebih banyak | +3K | +$1.8M |
| DFUS | Hanya pergerakan harga | +0 | +$1.7M |
| DFEM | Dipangkas | -9K | +$1.7M |
| DFAC | Dipangkas | -41K | -$1.4M |
| AMD | Dipangkas | -30 | +$1.3M |
| DFSV | Dipangkas | -8K | +$1.2M |
| DFIP | Beli lebih banyak | +35K | +$1.2M |
| DFGR | Beli lebih banyak | +27K | +$1.1M |
| AVEM | Dipangkas | -1K | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VTES | 31 Des. 2025 | 8.130 | $828.650 | Tidak lagi dilacak |