13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.6%
SPYM 7.2%
ACWX 4.7%
DFAI 4.1%
IVE 4.0%
DFAE 3.7%
DYNF 3.5%
IVW 3.3%
ITOT 2.5%
DFAU 2.4%

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
AIZ ASSURANT INC $1,9610.00%9 00.0% — 不变
INSW INTERNATIONAL SEAWAYS INC $1,9680.00%27 00.0% — 不变
ALAB ASTERA LABS INC $1,9730.00%18 -4-18.2% -$438 减仓
NFG NATIONAL FUEL GAS CO $1,9740.00%21 00.0% — 不变
STLD STEEL DYNAMICS INC $1,9800.00%11 00.0% — 不变
— GRAVITY CO LTD $1,9830.00%32 22220.0% $1,363 加仓
BOX BOX INC $1,9860.00%84 84— $1,986 新建仓
UDR UDR INC $1,9940.00%59 -38-39.2% -$1,284 减仓
MLI MUELLER INDS INC $1,9950.00%18 00.0% — 不变
GEN GEN DIGITAL INC $1,9960.00%106 -280-72.5% -$5,272 减仓
LAZ LAZARD INC $1,9970.00%47 33235.7% $1,402 重新持有
CHKP CHECK POINT SOFTWARE TECH LT $2,0000.00%14 -1-6.7% -$143 减仓
HR HEALTHCARE RLTY TR $2,0050.00%118 59100.0% $1,002 加仓
AAL AMERICAN AIRLINES GROUP INC $2,0090.00%187 -126-40.3% -$1,354 减仓
NUVB NUVATION BIO INC $2,0130.00%469 00.0% — 不变
— FLUSHING FINL CORP $2,0130.00%131 00.0% — 不变
RDNT RADNET INC $2,0130.00%36 1680.0% $895 加仓
FHN FIRST HORIZON CORPORATION $2,0260.00%89 00.0% — 不变
EPAM EPAM SYS INC $2,0310.00%15 666.7% $812 加仓
RCKT ROCKET PHARMACEUTICALS INC $2,0340.00%568 00.0% — 不变
BCPC BALCHEM CORP $2,0340.00%12 00.0% — 不变
REG REGENCY CTRS CORP $2,0430.00%27 -17-38.6% -$1,286 减仓
TXNM TXNM ENERGY INC $2,0470.00%35 934.6% $526 加仓
BY BYLINE BANCORP INC $2,0530.00%65 00.0% — 不变
RSI RUSH STREET INTERACTIVE INC $2,0670.00%95 00.0% — 不变
INCY INCYTE CORP $2,0710.00%22 -10-31.2% -$941 减仓
— AGENUS INC $2,0750.00%621 00.0% — 不变
REI RING ENERGY INC $2,0750.00%1,356 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $2,0750.00%57 57— $2,075 新建仓
ESI ELEMENT SOLUTIONS INC $2,0830.00%61 31103.3% $1,059 加仓
TPC TUTOR PERINI CORP $2,0850.00%27 00.0% — 不变
VRSK VERISK ANALYTICS INC $2,0880.00%11 -11-50.0% -$2,088 减仓
BORR BORR DRILLING LTD $2,0890.00%362 00.0% — 不变
CVBF CVB FINL CORP $2,0950.00%108 00.0% — 不变
DHC DIVERSIFIED HEALTHCARE TR $2,1190.00%319 00.0% — 不变
UNIT UNITI GROUP LLC $2,1200.00%226 00.0% — 不变
IAG IAMGOLD CORP $2,1270.00%113 00.0% — 不变
GDS GDS HLDGS LTD $2,1360.00%53 2589.3% $1,008 加仓
HIW HIGHWOODS PPTYS INC $2,1410.00%100 00.0% — 不变
— U S GOLD CORP $2,1420.00%141 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $2,1570.00%47 -22-31.9% -$1,010 减仓
CBSH COMMERCE BANCSHARES INC $2,1650.00%44 2083.3% $984 加仓
FRME FIRST MERCHANTS CORP $2,1690.00%56 1433.3% $542 加仓
FULC FULCRUM THERAPEUTICS INC $2,1710.00%283 00.0% — 不变
LUNR INTUITIVE MACHINES INC $2,1720.00%117 00.0% — 不变
— AMPLIFY ENERGY CORP NEW $2,1720.00%348 00.0% — 不变
TIGO MILLICOM INTL CELLULAR S A $2,1740.00%29 00.0% — 不变
FDLO FIDELITY COVINGTON TRUST $2,1750.00%34 00.0% — 不变
IWR ISHARES TR $2,1790.00%22 -369-94.4% -$3.65万 减仓
SCHZ SCHWAB STRATEGIC TR $2,1830.00%94 00.0% — 不变
CASY CASEYS GEN STORES INC $2,1840.00%3 00.0% — 不变
IVZ INVESCO LTD $2,1870.00%90 00.0% — 不变
MRCY MERCURY SYS INC $2,1880.00%30 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $2,1890.00%38 00.0% — 不变
IONQ IONQ INC $2,1920.00%76 -27-26.2% -$779 减仓
LXRX LEXICON PHARMACEUTICALS INC $2,2030.00%1,412 00.0% — 不变
WSBC WESBANCO INC $2,2080.00%64 00.0% — 不变
TMP TOMPKINS FINL CORP $2,2080.00%28 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $2,2130.00%103 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $2,2140.00%21 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $2,2210.00%60 00.0% — 不变
AMP AMERIPRISE FINL INC $2,2220.00%5 -18-78.3% -$7,999 减仓
REXR REXFORD INDL RLTY INC $2,2260.00%68 00.0% — 不变
LAUR LAUREATE ED INC $2,2300.00%64 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $2,2310.00%21 00.0% — 不变
CCS CENTURY COMMUNITIES INC $2,2380.00%39 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $2,2410.00%85 3260.4% $844 加仓
SLDB SOLID BIOSCIENCES INC $2,2470.00%312 00.0% — 不变
— DIMENSIONAL ETF TRUST $2,2490.00%36 00.0% — 不变
BILI BILIBILI INC $2,2560.00%100 00.0% — 不变
TPR TAPESTRY INC $2,2580.00%16 10166.7% $1,411 加仓
IEX IDEX CORP $2,2750.00%12 00.0% — 不变
AVT AVNET INC $2,2800.00%37 1785.0% $1,048 加仓
PECO PHILLIPS EDISON & CO INC $2,2830.00%61 00.0% — 不变
ASND ASCENDIS PHARMA A/S $2,2880.00%10 00.0% — 不变
DDS DILLARDS INC $2,2890.00%4 00.0% — 不变
IBCP INDEPENDENT BK CORP MICH $2,2980.00%69 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $2,3000.00%101 -3-2.9% -$68 减仓
BBIO BRIDGEBIO PHARMA INC $2,3030.00%31 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $2,3180.00%98 1315.3% $307 加仓
SE SEA LTD $2,3190.00%28 1164.7% $911 加仓
BC BRUNSWICK CORP $2,3290.00%32 00.0% — 不变
INR INFINITY NAT RES INC $2,3430.00%133 00.0% — 不变
PII POLARIS INC $2,3440.00%43 -8-15.7% -$436 减仓
DK DELEK US HLDGS INC NEW $2,3440.00%52 00.0% — 不变
CMRE COSTAMARE INC $2,3500.00%139 00.0% — 不变
GTM ZOOMINFO TECHNOLOGIES INC $2,3510.00%393 268214.4% $1,603 加仓
SNX TD SYNNEX CORPORATION $2,3620.00%14 7100.0% $1,181 加仓
IPAR INTERPARFUMS INC $2,3620.00%26 22550.0% $1,999 加仓
EQNR EQUINOR ASA $2,3640.00%56 2160.0% $886 加仓
FTRE FORTREA HLDGS INC $2,3740.00%252 00.0% — 不变
ONC BEONE MEDICINES LTD $2,3760.00%8 -6-42.9% -$1,782 减仓
— TRI POINTE HOMES INC $2,3840.00%51 00.0% — 不变
UPST UPSTART HLDGS INC $2,3860.00%93 68272.0% $1,745 重新持有
— TAYLOR MORRISON HOME CORP $2,3880.00%41 720.6% $408 加仓
INDI INDIE SEMICONDUCTOR INC $2,4090.00%748 -147-16.4% -$473 减仓
IOT SAMSARA INC $2,4090.00%76 65590.9% $2,060 加仓
INTA INTAPP INC $2,4150.00%94 94— $2,415 新建仓
QBTS D-WAVE QUANTUM INC $2,4250.00%168 63.7% $87 加仓
CUBI CUSTOMERS BANCORP INC $2,4300.00%35 829.6% $555 加仓