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
AGCO AGCO CORP $2,1550.00%18 880.0% $958 加仓
MUSA MURPHY USA INC $2,1560.00%4 2100.0% $1,078 加仓
SIRI SIRIUSXM HOLDINGS INC $2,1570.00%73 00.0% — 不变
— U S GOLD CORP $2,1620.00%141 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $2,1680.00%4 133.3% $542 加仓
OCFC OCEANFIRST FINL CORP $2,1680.00%111 111— $2,168 新建仓
GLOB GLOBANT S A $2,1710.00%75 58341.2% $1,679 重新持有
EXPO EXPONENT INC $2,1750.00%37 -10-21.3% -$588 减仓
SCHZ SCHWAB STRATEGIC TR $2,1750.00%94 00.0% — 不变
AVPT AVEPOINT INC $2,1750.00%194 -4-2.0% -$45 减仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $2,1750.00%195 7562.5% $837 加仓
ZIP ZIPRECRUITER INC $2,1790.00%581 00.0% — 不变
RUN SUNRUN INC $2,1810.00%163 2921.6% $388 加仓
EWBC EAST WEST BANCORP INC $2,1950.00%17 12240.0% $1,549 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $2,1980.00%49 -8-14.0% -$359 减仓
MTCH MATCH GROUP INC NEW $2,2070.00%58 00.0% — 不变
CAR AVIS BUDGET GROUP INC $2,2180.00%15 215.4% $296 加仓
U UNITY SOFTWARE INC $2,2300.00%78 -13-14.3% -$372 重新持有
EPC EDGEWELL PERSONAL CARE CO $2,2300.00%83 83— $2,230 新建仓
VNO VORNADO RLTY TR $2,2410.00%57 -17-23.0% -$668 减仓
NMRA NEUMORA THERAPEUTICS INC. $2,2440.00%1,320 00.0% — 不变
URG UR-ENERGY INC $2,2440.00%1,650 1,650— $2,244 新建仓
EXP EAGLE MATLS INC $2,2500.00%10 -7-41.2% -$1,575 减仓
WTFC WINTRUST FINL CORP $2,2510.00%14 7100.0% $1,126 加仓
CMC COMMERCIAL METALS CO $2,2590.00%36 828.6% $502 加仓
ONTO ONTO INNOVATION INC $2,2710.00%6 250.0% $757 加仓
REXR REXFORD INDL RLTY INC $2,2780.00%68 00.0% — 不变
VG VENTURE GLOBAL INC $2,2930.00%206 00.0% — 不变
AMP AMERIPRISE FINL INC $2,2940.00%5 00.0% — 不变
DUOL DUOLINGO INC $2,3010.00%20 10100.0% $1,150 加仓
OBK ORIGIN BANCORP INC $2,3020.00%45 30200.0% $1,535 加仓
FDLO FIDELITY COVINGTON TRUST $2,3100.00%34 00.0% — 不变
KSA ISHARES TR $2,3140.00%62 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $2,3190.00%21 16320.0% $1,767 加仓
NLR VANECK ETF TRUST $2,3200.00%20 00.0% — 不变
CRBG COREBRIDGE FINL INC $2,3200.00%81 59268.2% $1,690 加仓
LAUR LAUREATE ED INC $2,3250.00%64 00.0% — 不变
RPD RAPID7 INC $2,3250.00%287 256825.8% $2,074 重新持有
VEL VELOCITY FINL INC $2,3260.00%126 126— $2,326 新建仓
PTGX PROTAGONIST THERAPEUTICS INC $2,3300.00%19 -2-9.5% -$245 减仓
ECHO ECHOSTAR CORP $2,3350.00%23 29.5% $203 加仓
PD PAGERDUTY INC $2,3360.00%242 172245.7% $1,660 加仓
— SPOK HLDGS INC $2,3450.00%229 229— $2,345 新建仓
PLNT PLANET FITNESS MASTER ISSUER $2,3480.00%45 45— $2,348 新建仓
TCOM TRIP COM GROUP LTD $2,3510.00%59 -172-74.5% -$6,854 减仓
FIG FIGMA INC $2,3520.00%130 80160.0% $1,447 加仓
DOCN DIGITALOCEAN HLDGS INC $2,3560.00%15 325.0% $471 加仓
SYNA SYNAPTICS INC $2,3610.00%19 00.0% — 不变
IWR ISHARES TR $2,3620.00%21 -1-4.5% -$112 减仓
PRLB PROTO LABS INC $2,3640.00%29 00.0% — 不变
BRZE BRAZE INC $2,3650.00%109 68165.9% $1,475 加仓
LNT ALLIANT ENERGY CORP $2,3650.00%31 23287.5% $1,755 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $2,3700.00%32 1260.0% $889 加仓
EQH EQUITABLE HLDGS INC $2,3700.00%54 1850.0% $790 加仓
NEU NEWMARKET CORP $2,3740.00%3 00.0% — 不变
EFX EQUIFAX INC $2,3810.00%15 10200.0% $1,587 加仓
PEY INVESCO EXCHANGE TRADED FD T $2,3950.00%103 00.0% — 不变
PEGA PEGASYSTEMS INC $2,3980.00%80 3995.1% $1,169 加仓
AMPL AMPLITUDE INC $2,4030.00%314 314— $2,403 新建仓
DOC HEALTHPEAK PROPERTIES INC $2,4190.00%113 2832.9% $599 加仓
TLK TELEKOMUNIKASI IND $2,4310.00%181 148.4% $188 加仓
ARCB ARCBEST CORP $2,4410.00%17 00.0% — 不变
ESNT ESSENT GROUP LTD $2,4430.00%38 1565.2% $964 重新持有
MRCY MERCURY SYS INC $2,4470.00%20 -10-33.3% -$1,224 减仓
CHRW C H ROBINSON WORLDWIDE IN $2,4490.00%13 -2-13.3% -$377 减仓
OZK BANK OZK LITTLE ROCK ARK $2,4490.00%47 00.0% — 不变
SGMT SAGIMET BIOSCIENCES INC $2,4510.00%317 00.0% — 不变
XPO XPO INC $2,4640.00%12 450.0% $821 加仓
AMSF AMERISAFE INC $2,4700.00%73 41128.1% $1,387 加仓
LDOS LEIDOS HOLDINGS INC $2,4720.00%24 19380.0% $1,957 加仓
SSL SASOL LTD $2,4750.00%252 -69-21.5% -$678 减仓
NRG NRG ENERGY INC $2,4840.00%17 -5-22.7% -$731 减仓
IBCP INDEPENDENT BK CORP MICH $2,4890.00%69 00.0% — 不变
FFIV F5 INC $2,4960.00%6 250.0% $832 加仓
WSBC WESBANCO INC $2,4980.00%64 00.0% — 不变
TIMB TIM S A $2,5070.00%117 00.0% — 不变
— DIMENSIONAL ETF TRUST $2,5170.00%36 00.0% — 不变
RMBS RAMBUS INC DEL $2,5230.00%19 15.6% $133 加仓
WFRD WEATHERFORD INTL PLC $2,5270.00%31 00.0% — 不变
— NAVIENT CORPORATION $2,5280.00%297 11765.0% $996 加仓
ALLY ALLY FINL INC $2,5280.00%55 29111.5% $1,333 加仓
PLMR PALOMAR HLDGS INC $2,5280.00%20 13185.7% $1,643 加仓
GMED GLOBUS MED INC $2,5290.00%32 1045.5% $790 加仓
BURL BURLINGTON STORES INC $2,5350.00%8 233.3% $634 加仓
IDYA IDEAYA BIOSCIENCES INC $2,5350.00%68 68— $2,535 新建仓
EQNR EQUINOR ASA $2,5440.00%81 2544.6% $785 加仓
PHIN PHINIA INC $2,5540.00%31 729.2% $577 加仓
MTD METTLER TOLEDO INTERNATIONAL $2,5560.00%2 -7-77.8% -$8,946 减仓
IMCG ISHARES TR $2,5600.00%26 26— $2,560 新建仓
EEFT EURONET WORLDWIDE INC $2,5620.00%35 1040.0% $732 加仓
OKLO OKLO INC $2,5650.00%49 1648.5% $838 加仓
APPF APPFOLIO INC $2,5660.00%16 777.8% $1,123 加仓
NUS NU SKIN ENTERPRISES INC $2,5720.00%487 00.0% — 不变
YETI YETI HLDGS INC $2,5780.00%52 00.0% — 不变
POOL POOL CORP $2,5790.00%12 10500.0% $2,149 重新持有
LYG LLOYDS BANKING GROUP PLC $2,5830.00%443 -303-40.6% -$1,767 减仓
UNIT UNITI GROUP LLC $2,5930.00%226 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $2,6010.00%22 637.5% $709 加仓
PKG PACKAGING CORP AMER $2,6220.00%11 222.2% $477 加仓
CRVS CORVUS PHARMACEUTICALS INC $2,6450.00%177 00.0% — 不变