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
TMP TOMPKINS FINL CORP $2,6470.00%28 00.0% — 不变
TPC TUTOR PERINI CORP $2,6560.00%32 518.5% $415 加仓
GKOS GLAUKOS CORP $2,6560.00%19 16533.3% $2,237 加仓
WMK WEIS MKTS INC $2,6630.00%34 19126.7% $1,488 加仓
NUVB NUVATION BIO INC $2,6640.00%469 00.0% — 不变
— AVANOS MED INC $2,6660.00%107 2023.0% $498 加仓
ASND ASCENDIS PHARMA A/S $2,6680.00%10 10— $2,668 新建仓
DKS DICKS SPORTING GOODS INC $2,7220.00%12 333.3% $680 加仓
INMD INMODE LTD $2,7340.00%187 114156.2% $1,667 重新持有
WASH WASHINGTON TR BANCORP INC $2,7360.00%75 39108.3% $1,423 加仓
DIOD DIODES INC $2,7360.00%25 956.2% $985 加仓
BEKE KE HLDGS INC $2,7470.00%189 119170.0% $1,730 加仓
BAX BAXTER INTL INC $2,7510.00%129 97303.1% $2,069 重新持有
DOCU DOCUSIGN INC $2,7550.00%62 -98-61.3% -$4,355 减仓
FLO FLOWERS FOODS INC $2,7580.00%349 294534.5% $2,323 加仓
CUBI CUSTOMERS BANCORP INC $2,7690.00%35 00.0% — 不变
BNL BROADSTONE NET LEASE INC $2,7700.00%134 70109.4% $1,447 加仓
VYMI VANGUARD WHITEHALL FDS $2,7720.00%28 00.0% — 不变
MGV VANGUARD WORLD FD $2,7790.00%17 00.0% — 不变
EPR EPR PPTYS $2,7850.00%48 923.1% $522 加仓
CHE CHEMED CORP NEW $2,7950.00%6 250.0% $932 重新持有
OBDC BLUE OWL CAPITAL CORPORATION $2,8200.00%259 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $2,8380.00%22 00.0% — 不变
KRG KITE REALTY GROUP TRUST $2,8380.00%100 3553.8% $993 加仓
— PYXIS ONCOLOGY INC $2,8390.00%943 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $2,8690.00%60 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $2,8720.00%69 813.1% $333 加仓
ATR APTARGROUP INC $2,8800.00%23 19475.0% $2,379 加仓
XE X-ENERGY INC $2,9010.00%158 158— $2,901 新建仓
BBIO BRIDGEBIO PHARMA INC $2,9050.00%39 825.8% $596 加仓
AAON AAON INC $2,9180.00%23 12109.1% $1,522 加仓
FMAT FIDELITY COVINGTON TRUST $2,9260.00%50 00.0% — 不变
GFF GRIFFON CORP $2,9260.00%30 1266.7% $1,170 加仓
TPR TAPESTRY INC $2,9280.00%20 425.0% $586 加仓
HMC HONDA MOTOR CO LTD $2,9280.00%108 88440.0% $2,386 加仓
SSD SIMPSON MFG INC $2,9310.00%14 10250.0% $2,094 加仓
VDC VANGUARD WORLD FD $2,9320.00%13 -30-69.8% -$6,766 减仓
ZETA ZETA GLOBAL HOLDINGS CORP $2,9330.00%149 96181.1% $1,890 加仓
GRAL GRAIL INC $2,9360.00%43 1030.3% $683 加仓
MOD MODINE MFG CO $2,9380.00%11 8266.7% $2,137 加仓
IESC IES HOLDINGS INC $2,9390.00%4 4— $2,939 新建仓
— TAYLOR MORRISON HOME CORP $2,9420.00%41 00.0% — 不变
BOX BOX INC $2,9460.00%111 2732.1% $717 加仓
NTES NETEASE COM INC $2,9480.00%23 17283.3% $2,179 加仓
PNFP PINNACLE FINL PARTNERS INC $2,9490.00%29 1052.6% $1,017 加仓
ICLR ICON PUB LTD CO $2,9540.00%17 10142.9% $1,738 加仓
CARE CARTER BANKSHARES INC $2,9590.00%87 87— $2,959 新建仓
TOST TOAST INC $2,9770.00%107 -79-42.5% -$2,198 减仓
VC VISTEON CORP $2,9770.00%30 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $2,9790.00%14 7100.0% $1,490 加仓
EXTR EXTREME NETWORKS INC $2,9790.00%92 1215.0% $389 加仓
SSNC SS&C TECH HLDGS $2,9810.00%48 923.1% $559 加仓
CLOV CLOVER HEALTH INVESTMENTS CO $2,9930.00%571 00.0% — 不变
NDSN NORDSON CORP $3,0170.00%10 466.7% $1,207 加仓
TENB TENABLE HLDGS INC $3,0250.00%82 -32-28.1% -$1,180 减仓
ESLT ELBIT SYS LTD $3,0350.00%4 -2-33.3% -$1,518 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $3,0430.00%8 5166.7% $1,902 加仓
NMR NOMURA HLDGS INC $3,0470.00%347 00.0% — 不变
IMCR IMMUNOCORE HLDGS PLC $3,0480.00%96 96— $3,048 新建仓
RGTI RIGETTI COMPUTING INC $3,0530.00%158 -16-9.2% -$309 减仓
VSH VISHAY INTERTECHNOLOGY INC $3,0660.00%57 1846.2% $968 加仓
RHI ROBERT HALF INC. $3,0700.00%100 -60-37.5% -$1,842 重新持有
EXPE EXPEDIA GROUP INC $3,0710.00%12 -12-50.0% -$3,071 减仓
DBX DROPBOX INC $3,0770.00%112 93489.5% $2,555 加仓
NJR NEW JERSEY RES CORP $3,0830.00%55 00.0% — 不变
AMH AMERICAN HOMES 4 RENT $3,0840.00%92 3664.3% $1,207 加仓
TDC TERADATA CORP DEL $3,0840.00%89 63242.3% $2,183 加仓
CC CHEMOURS CO $3,0990.00%151 00.0% — 不变
VIV TELEFONICA BRASIL SA $3,1060.00%236 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $3,1150.00%16 323.1% $584 加仓
SLDB SOLID BIOSCIENCES INC $3,1170.00%312 00.0% — 不变
RNG RINGCENTRAL INC $3,1190.00%80 1217.6% $468 加仓
MMSI MERIT MED SYS INC $3,1210.00%45 39650.0% $2,705 加仓
BTU PEABODY ENGR CORP $3,1220.00%135 2017.4% $463 加仓
CMCO COLUMBUS MCKINNON CORP N Y $3,1630.00%209 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $3,1710.00%60 2676.5% $1,374 加仓
IEX IDEX CORP $3,1780.00%14 216.7% $454 加仓
TTAN SERVICETITAN INC $3,1820.00%45 45— $3,182 新建仓
LFUS LITTELFUSE INC $3,1880.00%7 -3-30.0% -$1,366 减仓
— WEBSTER FINL CORP $3,2100.00%42 1450.0% $1,070 加仓
SNA SNAP ON INC $3,2200.00%8 -6-42.9% -$2,415 减仓
SBSI SOUTHSIDE BANCSHARES INC $3,2380.00%92 -18-16.4% -$634 减仓
TNK TEEKAY TANKERS LTD $3,2440.00%50 00.0% — 不变
ZTO ZTO EXPRESS CAYMAN INC $3,2460.00%145 4240.8% $940 加仓
IVZ INVESCO LTD $3,2460.00%123 3336.7% $871 加仓
IMO IMPERIAL OIL LTD $3,2490.00%29 24480.0% $2,689 重新持有
DPZ DOMINOS PIZZA INC $3,2570.00%11 -48-81.4% -$1.42万 减仓
BKLN INVESCO EXCH TRADED FD TR II $3,2600.00%160 00.0% — 不变
CBT CABOT CORP $3,2700.00%36 00.0% — 不变
ANGX ANGEL STUDIOS INC. $3,2780.00%893 00.0% — 不变
GEN GEN DIGITAL INC $3,2860.00%132 2624.5% $647 加仓
AVT AVNET INC $3,2870.00%37 00.0% — 不变
NYT NEW YORK TIMES CO MTN BE $3,2900.00%47 -4-7.8% -$280 减仓
VBK VANGUARD INDEX FDS $3,2920.00%9 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $3,2950.00%69 813.1% $382 加仓
GPC GENUINE PARTS CO $3,3040.00%28 -10-26.3% -$1,180 减仓
ROKU ROKU INC $3,3160.00%24 741.2% $967 加仓
QFIN QFIN HOLDINGS INC $3,3210.00%210 52.4% $79 加仓
RVTY REVVITY INC $3,3380.00%30 30— $3,338 新建仓
PCTY PAYLOCITY HLDG CORP $3,3450.00%32 29966.7% $3,031 加仓