Physician Wealth Advisors, Inc.
MIDVALE UT · SEC CIK 0001795173
$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
26Q126Q2
前十大持仓 占组合比例
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 | $2,155 | 0.00% | 18 | 8 | 80.0% | $958 | 加仓 |
| MUSA | MURPHY USA INC | $2,156 | 0.00% | 4 | 2 | 100.0% | $1,078 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,157 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | U S GOLD CORP | $2,162 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,168 | 0.00% | 4 | 1 | 33.3% | $542 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $2,168 | 0.00% | 111 | 111 | — | $2,168 | 新建仓 |
| GLOB | GLOBANT S A | $2,171 | 0.00% | 75 | 58 | 341.2% | $1,679 | 重新持有 |
| EXPO | EXPONENT INC | $2,175 | 0.00% | 37 | -10 | -21.3% | -$588 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,175 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $2,175 | 0.00% | 194 | -4 | -2.0% | -$45 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2,175 | 0.00% | 195 | 75 | 62.5% | $837 | 加仓 |
| ZIP | ZIPRECRUITER INC | $2,179 | 0.00% | 581 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $2,181 | 0.00% | 163 | 29 | 21.6% | $388 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $2,195 | 0.00% | 17 | 12 | 240.0% | $1,549 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,198 | 0.00% | 49 | -8 | -14.0% | -$359 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $2,207 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $2,218 | 0.00% | 15 | 2 | 15.4% | $296 | 加仓 |
| U | UNITY SOFTWARE INC | $2,230 | 0.00% | 78 | -13 | -14.3% | -$372 | 重新持有 |
| EPC | EDGEWELL PERSONAL CARE CO | $2,230 | 0.00% | 83 | 83 | — | $2,230 | 新建仓 |
| VNO | VORNADO RLTY TR | $2,241 | 0.00% | 57 | -17 | -23.0% | -$668 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $2,244 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $2,244 | 0.00% | 1,650 | 1,650 | — | $2,244 | 新建仓 |
| EXP | EAGLE MATLS INC | $2,250 | 0.00% | 10 | -7 | -41.2% | -$1,575 | 减仓 |
| WTFC | WINTRUST FINL CORP | $2,251 | 0.00% | 14 | 7 | 100.0% | $1,126 | 加仓 |
| CMC | COMMERCIAL METALS CO | $2,259 | 0.00% | 36 | 8 | 28.6% | $502 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2,271 | 0.00% | 6 | 2 | 50.0% | $757 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $2,278 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $2,293 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2,294 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $2,301 | 0.00% | 20 | 10 | 100.0% | $1,150 | 加仓 |
| OBK | ORIGIN BANCORP INC | $2,302 | 0.00% | 45 | 30 | 200.0% | $1,535 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $2,310 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES TR | $2,314 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $2,319 | 0.00% | 21 | 16 | 320.0% | $1,767 | 加仓 |
| NLR | VANECK ETF TRUST | $2,320 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $2,320 | 0.00% | 81 | 59 | 268.2% | $1,690 | 加仓 |
| LAUR | LAUREATE ED INC | $2,325 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $2,325 | 0.00% | 287 | 256 | 825.8% | $2,074 | 重新持有 |
| VEL | VELOCITY FINL INC | $2,326 | 0.00% | 126 | 126 | — | $2,326 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,330 | 0.00% | 19 | -2 | -9.5% | -$245 | 减仓 |
| ECHO | ECHOSTAR CORP | $2,335 | 0.00% | 23 | 2 | 9.5% | $203 | 加仓 |
| PD | PAGERDUTY INC | $2,336 | 0.00% | 242 | 172 | 245.7% | $1,660 | 加仓 |
| — | SPOK HLDGS INC | $2,345 | 0.00% | 229 | 229 | — | $2,345 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2,348 | 0.00% | 45 | 45 | — | $2,348 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $2,351 | 0.00% | 59 | -172 | -74.5% | -$6,854 | 减仓 |
| FIG | FIGMA INC | $2,352 | 0.00% | 130 | 80 | 160.0% | $1,447 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,356 | 0.00% | 15 | 3 | 25.0% | $471 | 加仓 |
| SYNA | SYNAPTICS INC | $2,361 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $2,362 | 0.00% | 21 | -1 | -4.5% | -$112 | 减仓 |
| PRLB | PROTO LABS INC | $2,364 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $2,365 | 0.00% | 109 | 68 | 165.9% | $1,475 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,365 | 0.00% | 31 | 23 | 287.5% | $1,755 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $2,370 | 0.00% | 32 | 12 | 60.0% | $889 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $2,370 | 0.00% | 54 | 18 | 50.0% | $790 | 加仓 |
| NEU | NEWMARKET CORP | $2,374 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $2,381 | 0.00% | 15 | 10 | 200.0% | $1,587 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2,395 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $2,398 | 0.00% | 80 | 39 | 95.1% | $1,169 | 加仓 |
| AMPL | AMPLITUDE INC | $2,403 | 0.00% | 314 | 314 | — | $2,403 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,419 | 0.00% | 113 | 28 | 32.9% | $599 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $2,431 | 0.00% | 181 | 14 | 8.4% | $188 | 加仓 |
| ARCB | ARCBEST CORP | $2,441 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $2,443 | 0.00% | 38 | 15 | 65.2% | $964 | 重新持有 |
| MRCY | MERCURY SYS INC | $2,447 | 0.00% | 20 | -10 | -33.3% | -$1,224 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,449 | 0.00% | 13 | -2 | -13.3% | -$377 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $2,449 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SGMT | SAGIMET BIOSCIENCES INC | $2,451 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $2,464 | 0.00% | 12 | 4 | 50.0% | $821 | 加仓 |
| AMSF | AMERISAFE INC | $2,470 | 0.00% | 73 | 41 | 128.1% | $1,387 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2,472 | 0.00% | 24 | 19 | 380.0% | $1,957 | 加仓 |
| SSL | SASOL LTD | $2,475 | 0.00% | 252 | -69 | -21.5% | -$678 | 减仓 |
| NRG | NRG ENERGY INC | $2,484 | 0.00% | 17 | -5 | -22.7% | -$731 | 减仓 |
| IBCP | INDEPENDENT BK CORP MICH | $2,489 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $2,496 | 0.00% | 6 | 2 | 50.0% | $832 | 加仓 |
| WSBC | WESBANCO INC | $2,498 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| TIMB | TIM S A | $2,507 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,517 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $2,523 | 0.00% | 19 | 1 | 5.6% | $133 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $2,527 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION | $2,528 | 0.00% | 297 | 117 | 65.0% | $996 | 加仓 |
| ALLY | ALLY FINL INC | $2,528 | 0.00% | 55 | 29 | 111.5% | $1,333 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $2,528 | 0.00% | 20 | 13 | 185.7% | $1,643 | 加仓 |
| GMED | GLOBUS MED INC | $2,529 | 0.00% | 32 | 10 | 45.5% | $790 | 加仓 |
| BURL | BURLINGTON STORES INC | $2,535 | 0.00% | 8 | 2 | 33.3% | $634 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $2,535 | 0.00% | 68 | 68 | — | $2,535 | 新建仓 |
| EQNR | EQUINOR ASA | $2,544 | 0.00% | 81 | 25 | 44.6% | $785 | 加仓 |
| PHIN | PHINIA INC | $2,554 | 0.00% | 31 | 7 | 29.2% | $577 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,556 | 0.00% | 2 | -7 | -77.8% | -$8,946 | 减仓 |
| IMCG | ISHARES TR | $2,560 | 0.00% | 26 | 26 | — | $2,560 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $2,562 | 0.00% | 35 | 10 | 40.0% | $732 | 加仓 |
| OKLO | OKLO INC | $2,565 | 0.00% | 49 | 16 | 48.5% | $838 | 加仓 |
| APPF | APPFOLIO INC | $2,566 | 0.00% | 16 | 7 | 77.8% | $1,123 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC | $2,572 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $2,578 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $2,579 | 0.00% | 12 | 10 | 500.0% | $2,149 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $2,583 | 0.00% | 443 | -303 | -40.6% | -$1,767 | 减仓 |
| UNIT | UNITI GROUP LLC | $2,593 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,601 | 0.00% | 22 | 6 | 37.5% | $709 | 加仓 |
| PKG | PACKAGING CORP AMER | $2,622 | 0.00% | 11 | 2 | 22.2% | $477 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $2,645 | 0.00% | 177 | 0 | 0.0% | — | 不变 |