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
ORI OLD REP INTL CORP $4,1900.00%105 1212.9% $479 加仓
SAIA SAIA INC $4,2160.00%12 333.3% $1,054 加仓
VTR VENTAS INC $4,2530.00%52 00.0% — 不变
KKR KKR & CO INC $4,2550.00%46 2184.0% $1,942 加仓
NYT NEW YORK TIMES CO MTN BE $4,2710.00%51 1127.5% $921 加仓
COHR COHERENT CORP $4,2880.00%18 428.6% $953 加仓
FHLC FIDELITY COVINGTON TRUST $4,2920.00%61 00.0% — 不变
AFRM AFFIRM HLDGS INC $4,3080.00%94 63203.2% $2,887 加仓
GVA GRANITE CONSTR INC $4,3160.00%36 00.0% — 不变
AVY AVERY DENNISON CORP $4,3170.00%25 525.0% $863 加仓
TKR TIMKEN CO $4,3250.00%43 1553.6% $1,509 加仓
FIDU FIDELITY COVINGTON TRUST $4,3260.00%50 00.0% — 不变
CSL CARLISLE COS INC $4,3380.00%13 7116.7% $2,336 加仓
KRNY KEARNY FINL CORP MD $4,3490.00%576 00.0% — 不变
PUK PRUDENTIAL PLC $4,3500.00%153 00.0% — 不变
HTHT H WORLD GROUP LTD $4,3760.00%87 44.8% $201 加仓
BKU BANKUNITED INC $4,3810.00%97 00.0% — 不变
DG DOLLAR GEN CORP $4,3940.00%37 -37-50.0% -$4,394 减仓
GMAB GENMAB A/S $4,4270.00%165 00.0% — 不变
EGP EASTGROUP PPTYS INC $4,4430.00%24 526.3% $926 加仓
— BITWISE 10 CRYPTO INDEX ETF $4,4610.00%100 00.0% — 不变
HYG ISHARES TR $4,4700.00%56 35.7% $239 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $4,5210.00%261 261— $4,521 新建仓
MSM MSC INDL DIRECT INC $4,5220.00%49 1232.4% $1,107 加仓
RY ROYAL BK CDA $4,5300.00%28 00.0% — 不变
LKFN LAKELAND FINL CORP $4,5340.00%79 -9-10.2% -$517 减仓
STRO SUTRO BIOPHARMA INC $4,5340.00%182 00.0% — 不变
SUI SUN CMNTYS INC $4,5350.00%36 1356.5% $1,638 加仓
BOOT BOOT BARN HLDGS INC $4,5380.00%31 28933.3% $4,099 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $4,5430.00%23 -42-64.6% -$8,296 减仓
EWU ISHARES TR $4,5560.00%100 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $4,5650.00%33 00.0% — 不变
GPRE GREEN PLAINS INC $4,5900.00%279 00.0% — 不变
MKC MCCORMICK & CO INC $4,5910.00%91 89.6% $404 加仓
TDG TRANSDIGM GROUP INC $4,6360.00%4 -11-73.3% -$1.27万 减仓
SBAC SBA COMMUNICATIONS CORP $4,6470.00%27 -8-22.9% -$1,377 减仓
AIQ GLOBAL X FDS $4,6670.00%100 00.0% — 不变
HBNC HORIZON BANCORP IND $4,6730.00%282 00.0% — 不变
NEAR ISHARES U S ETF TR $4,6990.00%92 00.0% — 不变
BNTX BIONTECH SE $4,7110.00%53 53— $4,711 新建仓
RDDT REDDIT INC $4,7130.00%35 -34-49.3% -$4,578 减仓
HL HECLA MINING COMPANY $4,7140.00%253 -39-13.4% -$727 减仓
ANAB ANAPTYSBIO INC $4,7150.00%85 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $4,7640.00%144 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $4,8010.00%28 1164.7% $1,886 加仓
SPYD SPDR SERIES TRUST $4,8280.00%106 11.0% $46 加仓
MICC MAGNUM ICE CREAM CO NV $4,8290.00%323 -108-25.1% -$1,615 减仓
AEIS ADVANCED ENERGY INDS $4,8410.00%15 325.0% $968 加仓
CDW CDW CORP $4,8410.00%40 36900.0% $4,357 加仓
PCOR PROCORE TECHNOLOGIES INC $4,8450.00%85 781,114.3% $4,446 加仓
AKRE PROFESIONALLY MANAGED PORTFO $4,8630.00%92 00.0% — 不变
STE STERIS PLC $4,8650.00%22 422.2% $885 加仓
IBKR INTERACTIVE BROKERS GROUP IN $4,8970.00%73 812.3% $537 加仓
UCTT ULTRA CLEAN HLDGS INC $4,9130.00%79 00.0% — 不变
TOST TOAST INC $4,9310.00%186 157541.4% $4,162 加仓
FORM FORMFACTOR INC $4,9470.00%51 00.0% — 不变
— INVESCO CURRENCYSHARES SWISS $4,9690.00%45 45— $4,969 新建仓
NOK NOKIA CORP $5,0090.00%623 316102.9% $2,541 加仓
CNC CENTENE CORP DEL $5,0100.00%153 -122-44.4% -$3,995 减仓
A AGILENT TECHNOLOGIES INC $5,0160.00%44 -195-81.6% -$2.22万 减仓
UMC UNITED MICROELECTRONICS CORP $5,0200.00%559 -60-9.7% -$539 减仓
LBRT LIBERTY ENERGY INC $5,0400.00%175 00.0% — 不变
BTSG BRIGHTSPRING HEALTH SVCS INC $5,0710.00%119 72153.2% $3,068 加仓
NWSA NEWS CORP NEW $5,0860.00%204 -206-50.2% -$5,136 减仓
SNA SNAP ON INC $5,0860.00%14 327.3% $1,090 加仓
ESLT ELBIT SYS LTD $5,0950.00%6 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $5,1040.00%25 313.6% $612 加仓
UNM UNUM GROUP $5,1130.00%70 60600.0% $4,383 加仓
— LIFEVANTAGE CORP $5,1200.00%1,185 15715.3% $678 加仓
BIDU BAIDU INC $5,1260.00%46 -6-11.5% -$669 减仓
BCS BARCLAYS PLC $5,1640.00%244 2511.4% $529 加仓
EUAD SPINNAKER ETF SERIES $5,1740.00%127 127— $5,174 新建仓
CRL CHARLES RIV LABS INTL INC $5,1750.00%30 00.0% — 不变
HSY HERSHEY CO $5,1980.00%25 525.0% $1,040 加仓
EL LAUDER ESTEE COS INC $5,2400.00%73 34.3% $215 加仓
TTI TETRA TECHNOLOGIES INC DEL $5,2570.00%617 00.0% — 不变
EELV INVESCO EXCH TRADED FD TR II $5,2800.00%188 00.0% — 不变
FLUT FLUTTER ENTMT PLC $5,3020.00%52 502,500.0% $5,098 加仓
XIFR XPLR INFRASTRUCTURE LP $5,3100.00%500 00.0% — 不变
BALL BALL CORP $5,3200.00%90 00.0% — 不变
GLPI GAMING & LEISURE P $5,3690.00%121 109908.3% $4,837 加仓
UHS UNIVERSAL HLTH SVCS INC $5,3700.00%30 415.4% $716 加仓
MSCI MSCI INC $5,3910.00%10 466.7% $2,156 加仓
NVT NVENT ELEC PLC $5,4410.00%46 821.1% $946 加仓
ARM ARM HOLDINGS PLC $5,4470.00%36 00.0% — 不变
PCVX VAXCYTE INC $5,4630.00%94 -2-2.1% -$116 减仓
FSLY FASTLY INC $5,4640.00%188 -50-21.0% -$1,453 减仓
AES AES CORP $5,4670.00%388 00.0% — 不变
— PLDT INC $5,4920.00%261 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $5,4920.00%43 1238.7% $1,533 加仓
MAA MID-AMER APT CMNTYS INC $5,4960.00%45 -145-76.3% -$1.77万 减仓
OGE OGE ENERGY CORP $5,5160.00%115 4155.4% $1,967 加仓
TXG 10X GENOMICS INC $5,5200.00%260 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $5,5260.00%88 88— $5,526 新建仓
EXPE EXPEDIA GROUP INC $5,5420.00%24 -15-38.5% -$3,464 减仓
DCI DONALDSON INC $5,6020.00%66 00.0% — 不变
HEFA ISHARES TR $5,6100.00%132 -81-38.0% -$3,442 减仓
RMD RESMED INC $5,6120.00%25 -11-30.6% -$2,469 减仓
BRX BRIXMOR PPTY GROUP INC $5,6740.00%197 156380.5% $4,493 加仓
TS TENARIS S A $5,7020.00%98 00.0% — 不变