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
CYTK CYTOKINETICS INC $4,1750.00%49 -4-7.5% -$341 减仓
RBRK RUBRIK INC. $4,1750.00%52 41372.7% $3,292 加仓
AXSM AXSOME THERAPEUTICS INC. $4,1780.00%17 213.3% $492 加仓
DEO DIAGEO PLC $4,1800.00%52 33173.7% $2,653 加仓
WTW WILLIS TOWERS WATSON PLC LTD $4,1820.00%16 13433.3% $3,398 加仓
TDOC TELADOC HEALTH INC $4,1980.00%495 00.0% — 不变
IPGP IPG PHOTONICS CORP $4,2240.00%36 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $4,2320.00%264 8446.7% $1,347 加仓
ALGT ALLEGIANT TRAVEL CO $4,2340.00%36 36— $4,234 新建仓
SNDR SCHNEIDER NATIONAL INC $4,2380.00%116 3136.5% $1,133 加仓
JD JD.COM INC $4,2600.00%167 -69-29.2% -$1,760 减仓
RRX REGAL REXNORD CORPORATION $4,2880.00%18 880.0% $1,906 加仓
LEA LEAR CORP $4,2900.00%32 00.0% — 不变
G GENPACT LIMITED $4,2900.00%156 119321.6% $3,272 重新持有
— TREACE MED CONCEPTS INC $4,2910.00%1,078 25831.5% $1,027 加仓
GPRE GREEN PLAINS INC $4,2920.00%279 00.0% — 不变
OC OWENS CORNING NEW $4,2920.00%27 1280.0% $1,908 加仓
TME TENCENT MUSIC ENTMT GROUP $4,3090.00%516 413401.0% $3,449 重新持有
RSPH INVESCO EXCHANGE TRADED FD T $4,3150.00%130 00.0% — 不变
PGEN PRECIGEN INC $4,3210.00%758 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $4,3460.00%177 7980.6% $1,940 加仓
LYB LYONDELLBASELL INDUSTRIES NV $4,3700.00%83 79.2% $369 加仓
FDS FACTSET RESH SYS INC $4,3720.00%19 14280.0% $3,221 加仓
GNRC GENERAC HLDGS INC $4,3930.00%15 215.4% $586 加仓
ILMN ILLUMINA INC $4,3960.00%25 1292.3% $2,110 加仓
SFM SPROUTS FMRS MKT INC $4,3990.00%52 1957.6% $1,607 加仓
AMG AFFILIATED MANAGERS GROUP $4,4000.00%13 218.2% $677 加仓
EQT EQT CORP $4,4140.00%83 73730.0% $3,882 加仓
L LOEWS CORP $4,4160.00%39 514.7% $566 加仓
SEI SOLARIS ENERGY INFRAS INC $4,4260.00%55 510.0% $402 加仓
BMI BADGER METER INC $4,4520.00%30 -67-69.1% -$9,943 减仓
FSLY FASTLY INC $4,4620.00%243 5529.3% $1,010 加仓
IONQ IONQ INC $4,4740.00%84 810.5% $426 加仓
ACI ALBERTSONS COMPANIES INC $4,4920.00%332 223204.6% $3,017 加仓
— EXCHANGE TRADED CONCEPTS TRU $4,4940.00%144 00.0% — 不变
FN FABRINET $4,4970.00%8 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $4,5090.00%111 2630.6% $1,056 加仓
PAYC PAYCOM SOFTWARE INC $4,5250.00%36 23176.9% $2,891 加仓
VIAV VIAVI SOLUTIONS INC $4,5370.00%95 -7-6.9% -$334 减仓
FDVV FIDELITY COVINGTON TRUST $4,5610.00%76 00.0% — 不变
— JANUS HENDERSON GROUP PLC $4,5720.00%88 -41-31.8% -$2,130 减仓
IREN IREN LIMITED $4,5730.00%100 2329.9% $1,052 加仓
HRI HERC HLDGS INC $4,5870.00%32 414.3% $573 加仓
— GATES INDL CORP PLC $4,5880.00%164 5550.5% $1,539 加仓
GGG GRACO INC $4,6130.00%61 -19-23.8% -$1,437 减仓
EWU ISHARES TR $4,6140.00%100 00.0% — 不变
JLL JONES LANG LASALLE INC $4,6500.00%15 -6-28.6% -$1,860 减仓
AVTR AVANTOR INC $4,6630.00%471 336248.9% $3,326 加仓
E ENI SPA $4,6860.00%100 2940.8% $1,359 加仓
FLEX FLEX LTD $4,7010.00%29 1381.2% $2,107 加仓
HUBB HUBBELL INC $4,7090.00%9 112.5% $523 加仓
FHLC FIDELITY COVINGTON TRUST $4,7130.00%61 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC $4,7160.00%300 -47-13.5% -$739 减仓
BC BRUNSWICK CORP $4,7180.00%56 2475.0% $2,022 加仓
HLIO HELIOS TECHNOLOGIES INC $4,7310.00%53 1126.2% $982 加仓
NEAR ISHARES U S ETF TR $4,7340.00%93 11.1% $51 加仓
WFG WEST FRASER TIMBER CO LTD $4,7390.00%70 -509-87.9% -$3.45万 减仓
CLS CELESTICA INC $4,7430.00%13 18.3% $365 加仓
ARKG ARK ETF TR $4,7530.00%113 00.0% — 不变
CASY CASEYS GEN STORES INC $4,7690.00%6 3100.0% $2,384 加仓
BYD BOYD GAMING CORP $4,7700.00%54 -19-26.0% -$1,678 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $4,7880.00%64 712.3% $524 加仓
GL GLOBE LIFE INC $4,8250.00%27 312.5% $536 加仓
AIZ ASSURANT INC $4,8340.00%18 9100.0% $2,417 加仓
— GRAVITY CO LTD $4,8350.00%72 40125.0% $2,686 加仓
ONC BEONE MEDICINES LTD $4,8450.00%17 9112.5% $2,565 加仓
SNEX STONEX GROUP INC $4,8590.00%41 -2-4.7% -$237 减仓
FTAI FTAI AVIATION LTD $4,8700.00%18 538.5% $1,353 加仓
CF CF INDUSTRIES HOLD $4,8720.00%45 33275.0% $3,573 加仓
LKFN LAKELAND FINL CORP $4,8760.00%79 00.0% — 不变
NXT NEXTPOWER INC $4,8850.00%41 2095.2% $2,383 加仓
OIS OIL STS INTL INC $4,8870.00%610 00.0% — 不变
OLMA OLEMA PHARMACEUTICALS INC $4,8920.00%391 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $4,8940.00%92 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $4,8980.00%35 -8-18.6% -$1,120 减仓
— INVESCO CURRENCYSHARES SWISS $4,9080.00%45 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $4,9200.00%57 1639.0% $1,381 加仓
AMLX AMYLYX PHARMACEUTICALS INC $4,9220.00%274 00.0% — 不变
BNTX BIONTECH SE $4,9320.00%53 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $4,9380.00%125 125— $4,938 新建仓
BNS BANK NOVA SCOTIA B C $4,9500.00%57 714.0% $608 加仓
SJM SMUCKER J M CO $4,9500.00%44 24120.0% $2,700 加仓
UMAC UNUSUAL MACHS INC $4,9730.00%223 00.0% — 不变
FIDU FIDELITY COVINGTON TRUST $4,9810.00%50 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $4,9940.00%58 -67-53.6% -$5,769 减仓
HBNC HORIZON BANCORP IND $4,9950.00%250 -32-11.3% -$639 减仓
VFH VANGUARD WORLD FD $5,0010.00%38 38— $5,001 新建仓
MTDR MATADOR RES CO $5,0290.00%101 1011.0% $498 加仓
VSNT VERSANT MEDIA GROUP INC $5,0420.00%140 2825.0% $1,008 加仓
STLD STEEL DYNAMICS INC $5,0490.00%22 11100.0% $2,524 加仓
CDW CDW CORP $5,0640.00%36 -4-10.0% -$563 减仓
SNX TD SYNNEX CORPORATION $5,0800.00%19 535.7% $1,337 加仓
BOOT BOOT BARN HLDGS INC $5,0930.00%31 00.0% — 不变
BCS BARCLAYS PLC $5,1040.00%190 -54-22.1% -$1,451 减仓
SPYD SPDR SERIES TRUST $5,1180.00%107 10.9% $48 加仓
CHRD CHORD ENERGY CORPORATION $5,1440.00%45 49.8% $457 加仓
STZ CONSTELLATION BRANDS INC $5,1470.00%37 -14-27.5% -$1,948 减仓
LBRT LIBERTY ENERGY INC $5,1600.00%197 2212.6% $576 加仓
GWRE GUIDEWIRE SOFTWARE INC $5,1690.00%42 32320.0% $3,938 加仓
VT VANGUARD INTL EQUITY INDEX F $5,1800.00%33 00.0% — 不变