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
RS RELIANCE INC $2,4320.00%8 5166.7% $1,520 加仓
VONG VANGUARD SCOTTSDALE FDS $2,4360.00%22 00.0% — 不变
EXLS EXLSERVICE HLDGS INC $2,4360.00%80 64400.0% $1,949 重新持有
RGTI RIGETTI COMPUTING INC $2,4430.00%174 -26-13.0% -$365 减仓
DRS LEONARDO DRS INC $2,4490.00%55 00.0% — 不变
ECHO ECHOSTAR CORP $2,4590.00%21 640.0% $703 加仓
WCC WESCO INTL INC $2,4630.00%9 00.0% — 不变
KSA ISHARES TR $2,4650.00%62 00.0% — 不变
— GATES INDL CORP PLC $2,4650.00%109 5291.2% $1,176 加仓
MGV VANGUARD WORLD FD $2,4650.00%17 17— $2,465 新建仓
TW TRADEWEB MKTS INC $2,4710.00%21 -35-62.5% -$4,118 减仓
CLX CLOROX CO DEL $2,4880.00%24 -11-31.4% -$1,140 减仓
CHRW C H ROBINSON WORLDWIDE IN $2,4920.00%15 00.0% — 不变
VOYA VOYA FINANCIAL INC $2,5280.00%37 30428.6% $2,050 重新持有
RNG RINGCENTRAL INC $2,5290.00%68 48240.0% $1,785 加仓
NXT NEXTPOWER INC $2,5320.00%21 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $2,5340.00%57 -19-25.0% -$845 减仓
— NET LEASE OFFICE PROPERTIES $2,5350.00%220 00.0% — 不变
GNRC GENERAC HLDGS INC $2,5400.00%13 444.4% $782 加仓
SFM SPROUTS FMRS MKT INC $2,5460.00%33 17106.2% $1,312 加仓
AXSM AXSOME THERAPEUTICS INC. $2,5470.00%15 325.0% $509 加仓
KNSA KINIKSA PHARMACEUTICALS INTL $2,5520.00%53 2271.0% $1,059 加仓
SM SM ENERGY COMPANY $2,5570.00%82 56215.4% $1,746 加仓
ST SENSATA TECHNOLOGIES HLDG PL $2,5720.00%73 00.0% — 不变
NMRA NEUMORA THERAPEUTICS INC. $2,5740.00%1,320 00.0% — 不变
CRVS CORVUS PHARMACEUTICALS INC $2,5900.00%177 00.0% — 不变
ZTO ZTO EXPRESS CAYMAN INC $2,5930.00%103 -37-26.4% -$931 减仓
LSCC LATTICE SEMICONDUCTOR CORP $2,5980.00%28 627.3% $557 加仓
— HERITAGE COMM CORP $2,6090.00%209 00.0% — 不变
SSNC SS&C TECH HLDGS $2,6380.00%39 371,850.0% $2,503 加仓
IREN IREN LIMITED $2,6400.00%77 00.0% — 不变
QFIN QFIN HOLDINGS INC $2,6470.00%205 205— $2,647 新建仓
BWXT BWX TECHNOLOGIES INC $2,6590.00%13 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $2,6600.00%28 00.0% — 不变
NLR VANECK ETF TRUST $2,6640.00%20 00.0% — 不变
LH LABCORP HOLDINGS INC $2,6690.00%10 466.7% $1,068 加仓
SB SAFE BULKERS INC $2,6780.00%423 -159-27.3% -$1,007 减仓
PINS PINTEREST INC $2,6780.00%146 75105.6% $1,376 加仓
TDOC TELADOC HEALTH INC $2,6980.00%495 356256.1% $1,940 加仓
EIDO ISHARES TR $2,7010.00%171 00.0% — 不变
NWG NATWEST GROUP PLC $2,7120.00%182 00.0% — 不变
CBT CABOT CORP $2,7120.00%36 1250.0% $904 加仓
HLIO HELIOS TECHNOLOGIES INC $2,7180.00%42 00.0% — 不变
VBK VANGUARD INDEX FDS $2,7210.00%9 -19-67.9% -$5,744 重新持有
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,7230.00%29 -14-32.6% -$1,315 减仓
ANGX ANGEL STUDIOS INC $2,7240.00%893 00.0% — 不变
SLG SL GREEN RLTY CORP $2,7340.00%74 1627.6% $591 重新持有
VC VISTEON CORP $2,7340.00%30 1157.9% $1,002 重新持有
NMR NOMURA HLDGS INC $2,7380.00%347 12153.5% $955 加仓
SBSW SIBANYE STILLWATER LTD $2,7600.00%224 -120-34.9% -$1,479 减仓
UMAC UNUSUAL MACHS INC $2,7660.00%223 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $2,7690.00%398 20.5% $14 加仓
PSNL PERSONALIS INC $2,7840.00%437 00.0% — 不变
PSTL POSTAL REALTY TRUST INC $2,7840.00%150 00.0% — 不变
ACHC ACADIA HEALTHCARE COMPANY IN $2,7840.00%119 -4-3.3% -$94 重新持有
HRI HERC HLDGS INC $2,7880.00%28 -9-24.3% -$896 减仓
QTWO Q2 HLDGS INC $2,7910.00%59 59— $2,791 新建仓
AMKR AMKOR TECHNOLOGY INC $2,7920.00%62 00.0% — 不变
UEC URANIUM ENERGY CORP $2,7950.00%207 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $2,8060.00%29 20222.2% $1,935 加仓
SANA SANA BIOTECHNOLOGY INC $2,8080.00%975 00.0% — 不变
— TOPBUILD COR $2,8110.00%8 -1-11.1% -$351 减仓
OLN OLIN CORP $2,8250.00%95 00.0% — 不变
SEI SOLARIS ENERGY INFRAS INC $2,8260.00%50 00.0% — 不变
AOS SMITH A O CORP $2,8360.00%43 23115.0% $1,517 加仓
APTV APTIV PLC $2,8480.00%41 34485.7% $2,362 加仓
UTMD UTAH MED PRODS INC $2,8520.00%46 00.0% — 不变
DSGN DESIGN THERAPEUTICS INC $2,8520.00%268 00.0% — 不变
LVS LAS VEGAS SANDS CORP $2,8560.00%53 -48-47.5% -$2,587 减仓
UFPI UFP INDUSTRIES INC $2,8560.00%31 20181.8% $1,843 加仓
R RYDER SYS INC $2,8660.00%14 14— $2,866 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $2,8690.00%259 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $2,8820.00%50 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP $2,8950.00%81 00.0% — 不变
NKE NIKE INC $2,9060.00%55 -96-63.6% -$5,072 减仓
GSBD GOLDMAN SACHS BDC INC $2,9220.00%329 -47,100-99.3% -$41.83万 减仓
ALHC ALIGNMENT HEALTHCARE INC $2,9250.00%166 3223.9% $564 加仓
WFRD WEATHERFORD INTL PLC $2,9320.00%31 00.0% — 不变
PGEN PRECIGEN INC $2,9340.00%758 00.0% — 不变
TKC TURKCELL ILETISIM $2,9370.00%487 7919.4% $476 加仓
PODD INSULET CORP $2,9380.00%14 555.6% $1,049 加仓
PB PROSPERITY BANCSHARES INC $2,9560.00%44 31238.5% $2,083 加仓
BKSY BLACKSKY TECHNOLOGY INC $2,9690.00%118 00.0% — 不变
BWA BORGWARNER INC $2,9850.00%55 00.0% — 不变
ARKG ARK ETF TR $2,9860.00%113 00.0% — 不变
SAM BOSTON BEER INC $2,9960.00%13 11550.0% $2,535 加仓
ABEV AMBEV SA $3,0080.00%1,030 00.0% — 不变
NJR NEW JERSEY RES CORP $3,0210.00%55 00.0% — 不变
TECH BIO-TECHNE CORP $3,0320.00%58 2893.3% $1,464 加仓
CMCO COLUMBUS MCKINNON CORP N Y $3,0370.00%209 -70-25.1% -$1,017 减仓
CTRE CARETRUST REIT INC $3,0420.00%83 67.8% $220 加仓
AMG AFFILIATED MANAGERS GROUP $3,0440.00%11 00.0% — 不变
CRC CALIFORNIA RES CORP $3,0460.00%44 00.0% — 不变
EXPO EXPONENT INC $3,0670.00%47 1234.3% $783 加仓
QLYS QUALYS INC $3,0750.00%35 18105.9% $1,581 加仓
VOT VANGUARD INDEX FDS $3,0890.00%12 12— $3,089 新建仓
RL RALPH LAUREN CORP $3,0960.00%9 6200.0% $2,064 加仓
EPRT ESSENTIAL PPTYS RLTY TR INC $3,0970.00%102 4475.9% $1,336 加仓
TIMB TIM S A $3,1000.00%117 00.0% — 不变
TLK TELEKOMUNIKASI IND $3,1200.00%167 -36-17.7% -$673 减仓