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
DLB DOLBY LABORATORIES INC $5,7060.00%95 49106.5% $2,943 加仓
MTDR MATADOR RES CO $5,7190.00%91 78600.0% $4,902 加仓
IP INTERNATIONAL PAPER CO $5,7480.00%161 -71-30.6% -$2,535 减仓
GIL GILDAN ACTIVEWEAR INC $5,7540.00%103 00.0% — 不变
ICL ICL GROUP LTD $5,8120.00%1,122 -356-24.1% -$1,844 减仓
ON ON SEMICONDUCTOR CORP $5,8210.00%94 00.0% — 不变
OLMA OLEMA PHARMACEUTICALS INC $5,8300.00%391 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $5,8300.00%41 -56-57.7% -$7,963 重新持有
KEY KEYCORP $5,8350.00%291 234410.5% $4,692 加仓
RYAAY RYANAIR HOLDINGS PLC $5,8380.00%101 1416.1% $809 加仓
COLB COLUMBIA BKG SYS INC $5,8430.00%213 00.0% — 不变
CLB CORE LABORATORIES INC $5,8430.00%348 00.0% — 不变
THC TENET HEALTHCARE CORP $5,8510.00%31 -4-11.4% -$755 减仓
CCI CROWN CASTLE INC $5,8550.00%72 1322.0% $1,057 加仓
IRWD IRONWOOD PHARMACEUTICALS INC $5,8590.00%1,669 00.0% — 不变
VMRK EQUITY RESIDENTIAL $5,9150.00%100 -2,196-95.6% -$12.99万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5,9510.00%97 -245-71.6% -$1.50万 减仓
ELS EQUITY LIFESTYLE PROPERTIES $5,9930.00%96 -8-7.7% -$499 减仓
MFG MIZUHO FINANCIAL GROUP INC $5,9950.00%755 -10-1.3% -$79 减仓
BYD BOYD GAMING CORP $6,0000.00%73 41128.1% $3,370 加仓
LPL LG DISPLAY CO LTD $6,0770.00%1,566 866123.7% $3,361 加仓
FHB FIRST HAWAIIAN INC $6,0870.00%247 202448.9% $4,978 加仓
TEX TEREX CORP NEW $6,0880.00%103 00.0% — 不变
RDY DR REDDYS LABS LTD $6,0940.00%440 -154-25.9% -$2,133 减仓
UPBD UPBOUND GROUP INC $6,1010.00%338 00.0% — 不变
— AMERICAN RES CORP $6,1210.00%2,529 00.0% — 不变
CUBE CUBESMART $6,1210.00%167 129339.5% $4,728 加仓
LYB LYONDELLBASELL INDUSTRIES NV $6,1230.00%76 -128-62.7% -$1.03万 减仓
VTRS VIATRIS INC $6,1310.00%454 184.1% $243 加仓
WIT WIPRO LTD $6,1360.00%2,894 -265-8.4% -$562 减仓
PNW PINNACLE WEST CAP CORP $6,1460.00%61 2779.4% $2,720 加仓
AER AERCAP HOLDINGS NV $6,1740.00%45 00.0% — 不变
EVR EVERCORE INC $6,2690.00%21 15.0% $299 加仓
THO THOR INDS INC $6,3120.00%79 -5-6.0% -$399 减仓
HLN HALEON PLC $6,3860.00%638 457.6% $450 加仓
JLL JONES LANG LASALLE INC $6,3910.00%21 750.0% $2,130 加仓
TU TELUS CORPORATION $6,4150.00%500 00.0% — 不变
VLY VALLEY NATL BANCORP $6,4230.00%523 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $6,4520.00%82 00.0% — 不变
NI NISOURCE INC $6,4860.00%139 4852.7% $2,240 加仓
WDAY WORKDAY INC $6,4960.00%50 -52-51.0% -$6,756 减仓
UNF UNIFIRST CORP MASS $6,5420.00%26 00.0% — 不变
BVN COMPANIA DE MINAS BUENAVENTU $6,5600.00%182 00.0% — 不变
NTRS NORTHERN TR CORP $6,5600.00%47 1651.6% $2,233 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $6,5640.00%351 00.0% — 不变
— RBB FD INC $6,5960.00%233 00.0% — 不变
— JANUS HENDERSON GROUP PLC $6,6270.00%129 4146.6% $2,106 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $6,6560.00%337 20.6% $40 加仓
SWK STANLEY BLACK & DECKER INC $6,6800.00%94 2230.6% $1,563 加仓
WULF TERAWULF INC $6,7270.00%466 00.0% — 不变
ARKB ARK 21SHARES BITCOIN ETF $6,7470.00%300 00.0% — 不变
GGG GRACO INC $6,7720.00%80 3060.0% $2,540 加仓
AVDE AMERICAN CENTY ETF TR $6,7880.00%80 1014.3% $848 加仓
DLTR DOLLAR TREE INC $6,7900.00%62 23.3% $219 加仓
AXS AXIS CAP HLDGS LTD $6,7950.00%67 57570.0% $5,781 加仓
SHG SHINHAN FINANCIAL GROUP CO L $6,8070.00%111 1212.1% $736 加仓
RIO RIO TINTO PLC $6,8110.00%73 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $6,8190.00%19 -29-60.4% -$1.04万 减仓
FNB F N B CORP $6,8720.00%411 3801,225.8% $6,354 加仓
RWO SPDR INDEX SHS FDS $6,9120.00%151 00.0% — 不变
POR PORTLAND GEN ELEC CO $6,9130.00%131 3232.3% $1,689 加仓
TROW PRICE T ROWE GROUP INC $6,9410.00%77 913.2% $811 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $6,9650.00%96 -86-47.3% -$6,239 减仓
JD JD.COM INC $6,9700.00%236 124110.7% $3,662 加仓
NSSC NAPCO SEC TECHNOLOGIES INC $6,9730.00%177 2314.9% $906 加仓
JOBY JOBY AVIATION INC $7,0050.00%848 729.3% $595 加仓
RIG TRANSOCEAN LTD $7,0280.00%1,060 00.0% — 不变
STAG STAG INDUSTRIAL INC $7,0320.00%195 -13-6.2% -$469 减仓
— QORVO INC $7,0440.00%91 -6-6.2% -$464 减仓
ITT ITT INC $7,0500.00%37 00.0% — 不变
NOV NOV INC $7,0540.00%375 00.0% — 不变
KDP KEURIG DR PEPPER INC $7,0570.00%268 -260-49.2% -$6,846 减仓
IYH ISHARES TR $7,0890.00%115 00.0% — 不变
OIS OIL STS INTL INC $7,1010.00%610 00.0% — 不变
JOYY JOYY INC $7,1240.00%122 00.0% — 不变
— BITWISE ETHEREUM ETF $7,1250.00%475 00.0% — 不变
NBR NABORS INDUSTRIES LTD $7,1430.00%83 00.0% — 不变
— RLJ LODGING TR $7,2300.00%300 00.0% — 不变
DOV DOVER CORP $7,2960.00%35 -48-57.8% -$1.00万 减仓
KT KT CORP $7,3580.00%343 9638.9% $2,059 加仓
BBY BEST BUY INC $7,3830.00%115 -26-18.4% -$1,669 减仓
RJF RAYMOND JAMES FINL INC $7,3850.00%51 42466.7% $6,082 加仓
INFY INFOSYS LTD $7,3900.00%547 -341-38.4% -$4,607 减仓
XRNPX COHEN & STEERS REIT & PFD & $7,4100.00%375 00.0% — 不变
UBS UBS GROUP AG $7,4240.00%190 2716.6% $1,055 加仓
CIB GRUPO CIBEST SA $7,4270.00%102 1010.9% $728 加仓
OXY OCCIDENTAL PETE CORP $7,4750.00%115 5798.3% $3,705 加仓
DOCU DOCUSIGN INC $7,5860.00%160 142788.9% $6,733 加仓
PPTA PERPETUA RESOURCES CORP $7,5930.00%270 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $7,6370.00%154 00.0% — 不变
AXON AXON ENTERPRISE INC $7,6450.00%18 10125.0% $4,247 加仓
STZ CONSTELLATION BRANDS INC $7,6500.00%51 -6-10.5% -$900 减仓
LECO LINCOLN ELEC HLDGS INC $7,7220.00%31 291,450.0% $7,224 加仓
EWY ISHARES INC $7,7500.00%63 00.0% — 不变
BTE BAYTEX ENERGY CORP $7,7920.00%1,743 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $7,8030.00%100 921,150.0% $7,179 加仓
EG EVEREST GROUP LTD $7,8450.00%24 13118.2% $4,249 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $7,8980.00%112 43.7% $282 加仓
HASI HA SUSTAINABLE INFRA CAP INC $7,9020.00%215 157.5% $551 加仓
MYGN MYRIAD GENETICS INC $7,9110.00%1,758 23415.4% $1,053 加仓