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
DB DEUTSCHE BK AG $3,1270.00%105 -87-45.3% -$2,591 减仓
TTD THE TRADE DESK INC $3,1320.00%138 113452.0% $2,565 加仓
CINF CINCINNATI FINL CORP $3,1470.00%20 -40-66.7% -$6,294 减仓
DSGX DESCARTES SYS GROUP INC $3,1490.00%44 38633.3% $2,720 加仓
ACHR ARCHER AVIATION INC $3,1750.00%614 -126-17.0% -$652 减仓
AIT APPLIED INDL TECHNOLOGIES IN $3,1840.00%12 9300.0% $2,388 加仓
FTAI FTAI AVIATION LTD $3,1850.00%13 00.0% — 不变
TLN TALEN ENERGY CORP $3,1930.00%10 -1-9.1% -$319 减仓
RIOT RIOT PLATFORMS INC $3,2130.00%260 -65-20.0% -$803 减仓
AAOI APPLIED OPTOELECTRONICS INC $3,2150.00%38 19100.0% $1,608 加仓
NRG NRG ENERGY INC $3,2160.00%22 210.0% $292 加仓
HST HOST HOTELS & RESORTS INC $3,2190.00%168 87107.4% $1,667 加仓
EXP EAGLE MATLS INC $3,2210.00%17 12240.0% $2,274 重新持有
INVH INVITATION HOMES INC $3,2310.00%130 97293.9% $2,411 加仓
BB BLACKBERRY LTD $3,2400.00%1,000 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $3,2430.00%74 3485.0% $1,490 加仓
CNH CNH INDL N V $3,2450.00%295 163123.5% $1,793 重新持有
VG VENTURE GLOBAL INC $3,2470.00%206 206— $3,247 新建仓
GPN GLOBAL PMTS INC $3,2520.00%48 -52-52.0% -$3,523 减仓
MBX MBX BIOSCIENCES INC $3,2540.00%109 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $3,2660.00%160 00.0% — 不变
ADPT ADAPTIVE BIOTECHNOLOGIES COR $3,2760.00%236 00.0% — 不变
GEF GREIF INC $3,2870.00%49 49— $3,287 新建仓
ZM ZOOM COMMUNICATIONS INC $3,2960.00%41 -137-77.0% -$1.10万 减仓
— SUN CTRY AIRLS HLDGS INC $3,3040.00%200 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $3,3160.00%77 811.6% $345 加仓
ATO ATMOS ENERGY CORP $3,3250.00%18 00.0% — 不变
BRO BROWN & BROWN INC $3,3260.00%51 2064.5% $1,304 加仓
CC CHEMOURS CO $3,3270.00%151 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $3,3340.00%180 5645.2% $1,037 加仓
GL GLOBE LIFE INC $3,3410.00%24 1184.6% $1,531 加仓
TEAM ATLASSIAN CORPORATION $3,3450.00%49 -107-68.6% -$7,304 减仓
PRVA PRIVIA HEALTH GROUP INC $3,3530.00%163 163— $3,353 新建仓
— SEALED AIR CORP NEW $3,3640.00%80 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $3,3710.00%53 27103.8% $1,717 加仓
DAC DANAOS CORPORATION $3,3800.00%30 625.0% $676 加仓
CLS CELESTICA INC $3,3810.00%12 00.0% — 不变
LFUS LITTELFUSE INC $3,3940.00%10 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $3,3950.00%102 00.0% — 不变
SBSI SOUTHSIDE BANCSHARES INC $3,4200.00%110 -43-28.1% -$1,337 减仓
ARCC ARES CAPITAL CORP $3,4240.00%190 00.0% — 不变
ENSG ENSIGN GROUP INC $3,4260.00%17 -6-26.1% -$1,209 减仓
CHTR CHARTER COMMUNICATIONS INC $3,4550.00%16 -22-57.9% -$4,751 减仓
BNS BANK NOVA SCOTIA B C $3,4660.00%50 00.0% — 不变
SNEX STONEX GROUP INC $3,4680.00%43 1448.3% $1,129 加仓
CYTK CYTOKINETICS INC $3,4940.00%53 -4-7.0% -$264 减仓
MLM MARTIN MARIETTA MATLS INC $3,5330.00%6 -13-68.4% -$7,655 减仓
NUS NU SKIN ENTERPRISES INC $3,5460.00%487 -134-21.6% -$976 减仓
CIFR CIPHER DIGITAL INC $3,5650.00%277 -21-7.0% -$270 减仓
PTY PIMCO CORPORATE & INCOME OPP $3,6180.00%300 00.0% — 不变
L LOEWS CORP $3,6300.00%34 -5-12.8% -$534 减仓
WSM WILLIAMS SONOMA INC $3,6470.00%20 866.7% $1,459 加仓
PZZA PAPA JOHNS INTL INC $3,6630.00%113 00.0% — 不变
TNK TEEKAY TANKERS LTD $3,6660.00%50 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $3,6720.00%65 00.0% — 不变
NTAP NETAPP INC $3,6870.00%36 -26-41.9% -$2,663 减仓
BEN FRANKLIN RESOURCES INC $3,7090.00%157 99170.7% $2,339 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $3,7110.00%57 57— $3,711 新建仓
VAL VALARIS LTD $3,7260.00%38 -7-15.6% -$686 减仓
OMF ONEMAIN HLDGS INC $3,7450.00%70 -22-23.9% -$1,177 减仓
LYG LLOYDS BANKING GROUP PLC $3,7530.00%746 00.0% — 不变
VIV TELEFONICA BRASIL SA $3,7550.00%236 00.0% — 不变
DTM DT MIDSTREAM INC $3,7710.00%28 00.0% — 不变
BTU PEABODY ENGR CORP $3,7900.00%115 00.0% — 不变
AQN ALGONQUIN POWER & UTILITIES $3,8010.00%619 00.0% — 不变
AMLX AMYLYX PHARMACEUTICALS INC $3,8090.00%274 00.0% — 不变
AGX ARGAN INC $3,8130.00%7 00.0% — 不变
OSK OSHKOSH CORP $3,8280.00%26 736.8% $1,031 加仓
KMT KENNAMETAL INC $3,8300.00%106 00.0% — 不变
PDS PRECISION DRILLING CORP $3,8380.00%39 00.0% — 不变
SIGI SELECTIVE INS GROUP INC $3,8450.00%51 00.0% — 不变
CWEN CLEARWAY ENERGY INC $3,8510.00%98 00.0% — 不变
LEA LEAR CORP $3,8750.00%32 833.3% $969 加仓
VLTO VERALTO CORP $3,8910.00%44 -10-18.5% -$884 减仓
RSPH INVESCO EXCHANGE TRADED FD T $3,9260.00%130 00.0% — 不变
HUBB HUBBELL INC $3,9260.00%8 -1-11.1% -$491 减仓
MBC MASTERBRAND INC $3,9480.00%475 4501,800.0% $3,740 加仓
TSN TYSON FOODS INC $3,9730.00%62 1429.2% $897 加仓
COLD AMERICOLD REALTY TRUST INC $3,9770.00%347 00.0% — 不变
PDD PDD HOLDINGS INC $3,9860.00%39 -26-40.0% -$2,657 减仓
WST WEST PHARMACEUTICAL SVSC INC $4,0110.00%16 214.3% $501 加仓
CDE COEUR MNG INC $4,0170.00%214 2915.7% $544 加仓
GPC GENUINE PARTS CO $4,0190.00%38 -13-25.5% -$1,375 减仓
E ENI SPA $4,0200.00%71 -22-23.7% -$1,246 减仓
TE T1 ENERGY INC $4,0260.00%917 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $4,0270.00%19 535.7% $1,060 加仓
FTV FORTIVE CORP $4,0360.00%73 -128-63.7% -$7,077 减仓
PINE ALPINE INCOME PPTY TR INC $4,0500.00%225 00.0% — 不变
SF STIFEL FINL CORP $4,0660.00%55 -6-10.6% -$481 减仓
AME AMETEK INC $4,0730.00%19 -48-71.6% -$1.03万 减仓
IPGP IPG PHOTONICS CORP $4,1260.00%36 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $4,1290.00%25 1292.3% $1,982 加仓
VSNT VERSANT MEDIA GROUP INC $4,1470.00%112 112— $4,147 新建仓
IGE ISHARES TR $4,1550.00%66 00.0% — 不变
SSL SASOL LTD $4,1610.00%321 00.0% — 不变
FN FABRINET $4,1730.00%8 233.3% $1,043 加仓
GNTX GENTEX CORP $4,1740.00%191 110135.8% $2,404 加仓
FDVV FIDELITY COVINGTON TRUST $4,1790.00%76 00.0% — 不变
VISN VISTANCE NETWORKS INC $4,1860.00%230 -534-69.9% -$9,719 减仓
RBLX ROBLOX CORP $4,1860.00%74 2037.0% $1,131 加仓