13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$8.37亿2026Q2 申报市值
2,333持仓数
51.2%前十大占比 · 第一大 12.3%
335 / 147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 12.3%
SPYM 11.2%
ACWX 5.3%
DFAI 3.8%
IVW 3.8%
DYNF 3.7%
IVE 3.2%
DFAE 3.1%
ITOT 2.5%
DFAU 2.3%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$3,468.89万
IALT 新建仓+$830.97万
ACWX 加仓+$659.39万
SHLD 加仓+$266.71万
IVW 加仓+$266.15万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1,374.54万
EFV 减仓-$1,103.11万
DFAE 减仓-$556.88万
THRO 减仓-$489.77万
BAI 减仓-$423.72万

2026Q2 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
RHP RYMAN HOSPITALITY PPTYS INC $1,6720.00%13 8160.0% $1,029 加仓
REPL REPLIMUNE GROUP INC $1,6720.00%151 4036.0% $443 重新持有
FMS FRESENIUS MEDICAL CARE AG $1,6740.00%74 00.0% — 不变
PRAX PRAXIS PRECISION MEDICINES I $1,6740.00%5 125.0% $335 加仓
ERIE ERIE INDTY CO $1,6790.00%7 4133.3% $959 加仓
UMH UMH PPTYS INC $1,6810.00%111 4979.0% $742 重新持有
QGEN QIAGEN NV $1,6820.00%43 43— $1,682 新建仓
CNH CNH INDL N V $1,6850.00%150 -145-49.2% -$1,629 减仓
RBLX ROBLOX CORP $1,6860.00%31 -43-58.1% -$2,339 减仓
HRL HORMEL FOODS CORP $1,6880.00%68 45195.7% $1,117 加仓
INR INFINITY NAT RES INC $1,6900.00%133 00.0% — 不变
TALO TALOS ENERGY INC $1,6920.00%131 3637.9% $465 加仓
BBAI BIGBEAR AI HLDGS INC $1,6920.00%461 12436.8% $455 加仓
ZBIO ZENAS BIOPHARMA INC $1,7010.00%67 -25-27.2% -$635 减仓
MCRI MONARCH CASINO & RESORT INC $1,7110.00%13 00.0% — 不变
FRSH FRESHWORKS INC $1,7110.00%169 106168.3% $1,073 加仓
UMBF UMB FINL CORP $1,7140.00%12 00.0% — 不变
CPT CAMDEN PPTY TR $1,7180.00%15 550.0% $573 加仓
MLI MUELLER INDS INC $1,7220.00%14 -4-22.2% -$492 减仓
— AMERICAN WELL CORP $1,7240.00%189 00.0% — 不变
NEOG NEOGEN CORP $1,7450.00%194 00.0% — 不变
NHI NATIONAL HEALTH INVS INC $1,7540.00%23 00.0% — 不变
KEP KOREA ELEC PWR CORP $1,7550.00%145 95190.0% $1,150 加仓
SBAC SBA COMMUNICATIONS CORP $1,7650.00%10 -17-63.0% -$3,000 减仓
ESTC ELASTIC N V $1,7680.00%31 -2-6.1% -$114 减仓
MRTN MARTEN TRANS LTD $1,7700.00%102 00.0% — 不变
SANM SANMINA CORP $1,7720.00%7 -4-36.4% -$1,013 减仓
CARG CARGURUS INC $1,7730.00%52 00.0% — 不变
LNTH LANTHEUS HLDGS INC $1,7760.00%16 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC $1,7770.00%16 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $1,7860.00%10 342.9% $536 加仓
IAG IAMGOLD CORP $1,7900.00%113 00.0% — 不变
CNA CNA FINL CORP $1,7990.00%37 -2-5.1% -$97 减仓
PR PERMIAN RESOURCES CORP $1,8230.00%99 2635.6% $479 加仓
GDOT GREEN DOT CORP $1,8240.00%135 00.0% — 不变
FRME FIRST MERCHANTS CORP $1,8350.00%42 -14-25.0% -$612 减仓
UFCS UNITED FIRE GROUP INC $1,8360.00%35 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $1,8410.00%14 00.0% — 不变
ORI OLD REP INTL CORP $1,8420.00%45 -60-57.1% -$2,456 减仓
WH WYNDHAM HOTELS & RESORTS INC $1,8530.00%22 00.0% — 不变
WHR WHIRLPOOL CORP $1,8530.00%47 1546.9% $591 加仓
KRYS KRYSTAL BIOTECH INC $1,8590.00%5 125.0% $372 加仓
PUMP PROPETRO HLDG CORP $1,8650.00%130 3739.8% $531 加仓
AVAH AVEANNA HEALTHCARE HLDGS INC $1,8770.00%219 00.0% — 不变
SG SWEETGREEN INC $1,8770.00%213 00.0% — 不变
OLN OLIN CORP $1,8830.00%95 00.0% — 不变
NKTX NKARTA INC $1,8880.00%667 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $1,8940.00%74 00.0% — 不变
ASTE ASTEC INDS INC $1,8970.00%31 624.0% $367 加仓
— AGENUS INC $1,9010.00%621 00.0% — 不变
SBSW SIBANYE STILLWATER LTD $1,9020.00%224 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $1,9040.00%11 8266.7% $1,385 加仓
IHG INTERCONTINENTAL HOTELS GROU $1,9050.00%11 457.1% $693 加仓
UFPI UFP INDUSTRIES INC $1,9060.00%21 -10-32.3% -$908 减仓
M MACYS INC $1,9080.00%81 53189.3% $1,248 加仓
BZ KANZHUN LIMITED $1,9180.00%149 120413.8% $1,545 加仓
HEFA ISHARES TR $1,9240.00%41 -91-68.9% -$4,270 减仓
ENSG ENSIGN GROUP INC $1,9240.00%12 -5-29.4% -$802 减仓
AGO ASSURED GUARANTY LTD $1,9240.00%24 12100.0% $962 加仓
BEN FRANKLIN RESOURCES INC $1,9300.00%58 -99-63.1% -$3,294 减仓
CRUS CIRRUS LOGIC INC $1,9310.00%13 562.5% $743 加仓
EIDO ISHARES TR $1,9350.00%171 00.0% — 不变
SRI STONERIDGE INC $1,9400.00%265 00.0% — 不变
WBTN WEBTOON ENTMT INC $1,9420.00%170 2718.9% $308 加仓
RCKT ROCKET PHARMACEUTICALS INC $1,9430.00%568 00.0% — 不变
CLSK CLEANSPARK INC $1,9500.00%134 00.0% — 不变
MBWM MERCANTILE BK CORP $1,9530.00%34 00.0% — 不变
DNLI DENALI THERAPEUTICS INC $1,9550.00%76 00.0% — 不变
ECPG ENCORE CAP GROUP INC $1,9600.00%21 00.0% — 不变
AYA AYA GOLD & SILVER INC $1,9700.00%104 104— $1,970 新建仓
OTEX OPEN TEXT CORP $1,9720.00%89 89— $1,972 新建仓
HZO MARINEMAX INC $1,9780.00%54 1022.7% $366 加仓
AVAV AEROVIRONMENT INC $1,9810.00%12 571.4% $825 加仓
HFWA HERITAGE FINL CORP WASH $1,9850.00%67 00.0% — 不变
BF/B BROWN FORMAN CORP $1,9990.00%75 40114.3% $1,066 重新持有
LOPE GRAND CANYON ED INC $2,0040.00%14 14— $2,004 新建仓
NTST NETSTREIT CORP $2,0080.00%95 64206.5% $1,353 加仓
BROS DUTCH BROS INC $2,0110.00%28 -7-20.0% -$503 减仓
AMRC AMERESCO INC $2,0150.00%73 00.0% — 不变
GFI GOLD FIELDS LTD $2,0160.00%60 45300.0% $1,512 加仓
PPC PILGRIMS PRIDE CORP $2,0240.00%72 72— $2,024 新建仓
BCPC BALCHEM CORP $2,0280.00%12 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS I $2,0300.00%18 9100.0% $1,015 加仓
SW SMURFIT WESTROCK PLC $2,0360.00%44 44— $2,036 新建仓
GNW GENWORTH FINL INC $2,0370.00%215 5736.1% $540 加仓
BLLN BILLIONTOONE INC $2,0400.00%17 00.0% — 不变
RXO RXO INC $2,0420.00%74 74— $2,042 新建仓
TTC TORO CO $2,0460.00%21 640.0% $585 加仓
KRMN KARMAN HLDGS INC $2,0470.00%41 1878.3% $899 加仓
ELS EQUITY LIFESTYLE PROPERTIES $2,0630.00%32 -64-66.7% -$4,126 减仓
GSBD GOLDMAN SACHS BDC INC $2,0670.00%218 -111-33.7% -$1,052 减仓
INSW INTERNATIONAL SEAWAYS INC $2,0680.00%27 00.0% — 不变
BMRC BANK OF MARIN BANCORP $2,0780.00%75 710.3% $194 加仓
DAC DANAOS CORPORATION $2,0810.00%17 -13-43.3% -$1,591 减仓
TKC TURKCELL ILETISIM $2,1000.00%357 -130-26.7% -$765 减仓
EDIT EDITAS MEDICINE INC $2,1030.00%649 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $2,1070.00%8 114.3% $263 重新持有
DDS DILLARDS INC $2,1140.00%4 00.0% — 不变
FSLR FIRST SOLAR INC $2,1240.00%9 -17-65.4% -$4,012 重新持有
PVH PVH CORPORATION $2,1540.00%29 520.8% $371 加仓