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
CENX CENTURY ALUM CO $6,9480.00%151 00.0% — 不变
RNW RENEW ENERGY GLOBAL PLC $6,9570.00%1,113 906437.7% $5,663 加仓
FHI FEDERATED HERMES INC $6,9580.00%126 -43-25.4% -$2,375 减仓
AAOI APPLIED OPTOELECTRONICS INC $6,9640.00%47 923.7% $1,334 加仓
NTAP NETAPP INC $6,9650.00%45 925.0% $1,393 加仓
NBR NABORS INDUSTRIES LTD $6,9730.00%83 00.0% — 不变
TU TELUS CORPORATION $6,9770.00%660 16032.0% $1,691 加仓
TTI TETRA TECHNOLOGIES INC DEL $6,9910.00%617 00.0% — 不变
IRWD IRONWOOD PHARMACEUTICALS INC $7,0270.00%1,669 00.0% — 不变
PPLT ABRDN PLATINUM ETF TRUST $7,0650.00%500 00.0% — 不变
VEEV VEEVA SYS INC $7,0990.00%40 -16-28.6% -$2,840 减仓
AVDE AMERICAN CENTY ETF TR $7,1360.00%80 00.0% — 不变
— PROSHARES TR $7,1420.00%278 278— $7,142 新建仓
UPBD UPBOUND GROUP INC $7,1730.00%338 00.0% — 不变
FLR FLUOR CORP $7,1780.00%137 1251,041.7% $6,549 加仓
— RBB FD INC $7,1800.00%233 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $7,2100.00%91 -5-5.2% -$396 减仓
IBN ICICI BANK LIMITED $7,2290.00%249 2291,145.0% $6,648 加仓
SEIC SEI INVTS CO $7,2800.00%83 -97-53.9% -$8,508 减仓
— RLJ LODGING TR $7,3560.00%300 00.0% — 不变
— LIFEVANTAGE CORP $7,3950.00%1,185 00.0% — 不变
STAG STAG INDUSTRIAL INC $7,4220.00%195 00.0% — 不变
BIDU BAIDU INC $7,4290.00%65 1941.3% $2,172 加仓
RWO SPDR INDEX SHS FDS $7,5070.00%151 00.0% — 不变
IOT SAMSARA INC $7,5240.00%232 156205.3% $5,059 加仓
STRL STERLING INFRASTRUCTURE INC $7,5550.00%9 5125.0% $4,197 加仓
AER AERCAP HOLDINGS NV $7,5810.00%52 715.6% $1,021 加仓
FXU FIRST TR EXCHANGE-TRADED FD $7,5990.00%154 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $7,6130.00%375 00.0% — 不变
NNN NNN REIT INC $7,6310.00%164 -52-24.1% -$2,420 减仓
VLY VALLEY NATL BANCORP $7,6620.00%523 00.0% — 不变
SIGI SELECTIVE INS GROUP INC $7,6640.00%79 2854.9% $2,716 加仓
OWL BLUE OWL CAPITAL INC $7,6650.00%876 -201-18.7% -$1,759 减仓
IYH ISHARES TR $7,7070.00%115 00.0% — 不变
AFRM AFFIRM HLDGS INC $7,7480.00%95 11.1% $82 加仓
COLB COLUMBIA BKG SYS INC $7,7890.00%243 3014.1% $962 加仓
IEO ISHARES TR $7,7980.00%71 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC $7,8100.00%200 -15-7.0% -$586 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $7,8110.00%370 195.4% $401 加仓
NTRS NORTHERN TR CORP $7,8230.00%45 -2-4.3% -$348 减仓
TWLO TWILIO INC $7,8410.00%38 34850.0% $7,016 加仓
WST WEST PHARMACEUTICAL SVSC INC $7,8980.00%22 637.5% $2,154 加仓
NOV NOV INC $7,9210.00%427 5213.9% $965 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $7,9280.00%88 00.0% — 不变
DT DYNATRACE INC $7,9480.00%181 -33-15.4% -$1,449 减仓
CCI CROWN CASTLE INC $7,9520.00%105 3345.8% $2,499 加仓
VOD VODAFONE GROUP PLC $8,0020.00%605 -31-4.9% -$410 减仓
OGC OCEANAGOLD CORP $8,0260.00%320 320— $8,026 新建仓
TEX TEREX CORP NEW $8,0360.00%111 87.8% $579 加仓
JOYY JOYY INC $8,0510.00%122 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $8,0950.00%93 2027.4% $1,741 加仓
HII HUNTINGTON INGALLS INDS INC $8,1170.00%29 -6-17.1% -$1,679 减仓
CP CANADIAN PACIFIC KANSAS CITY $8,1470.00%94 1214.6% $1,040 加仓
WCN WASTE CONNECTIONS INC $8,1680.00%49 40444.4% $6,668 加仓
EMN EASTMAN CHEM CO $8,1720.00%122 76.1% $469 加仓
HP HELMERICH & PAYNE INC $8,2180.00%251 156.4% $491 加仓
VRSK VERISK ANALYTICS INC $8,2590.00%46 35318.2% $6,284 加仓
XYL XYLEM INC $8,2750.00%70 11.4% $118 加仓
SNY SANOFI SA $8,2770.00%194 -395-67.1% -$1.69万 减仓
EXK ENDEAVOUR SILVER CORP $8,2800.00%1,000 00.0% — 不变
TKR TIMKEN CO $8,2840.00%57 1432.6% $2,035 加仓
CIB GRUPO CIBEST SA $8,3410.00%105 32.9% $238 加仓
DCI DONALDSON INC $8,3490.00%93 2740.9% $2,424 加仓
DECK DECKERS OUTDOOR CORP $8,4400.00%85 -10-10.5% -$993 减仓
CUZ COUSINS PPTYS INC $8,5150.00%284 13995.9% $4,168 重新持有
PPL PPL CORP $8,5790.00%236 -46-16.3% -$1,672 减仓
VALE VALE S A $8,6030.00%572 -17-2.9% -$256 减仓
PHYS SPROTT ASSET MANAGEMENT LP $8,6590.00%287 00.0% — 不变
NOK NOKIA CORP $8,6720.00%653 304.8% $398 加仓
TE T1 ENERGY INC $8,6940.00%917 00.0% — 不变
MYGN MYRIAD GENETICS INC $8,7030.00%1,524 -234-13.3% -$1,336 减仓
MKC MCCORMICK & CO INC $8,7230.00%173 8290.1% $4,135 加仓
HDV ISHARES TR $8,7720.00%320 00.0% — 不变
HSY HERSHEY CO $8,7730.00%50 25100.0% $4,386 加仓
FORM FORMFACTOR INC $8,7970.00%55 47.8% $640 加仓
DD DUPONT DE NEMOURS INC $8,8170.00%65 -153-70.2% -$2.08万 减仓
NVT NVENT ELEC PLC $8,8200.00%52 613.0% $1,018 加仓
BTE BAYTEX ENERGY CORP $8,8480.00%2,212 46926.9% $1,876 加仓
LQD ISHARES TR $8,8930.00%82 11.2% $108 加仓
FNB F N B CORP $8,9110.00%467 5613.6% $1,069 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $8,9270.00%128 97.6% $628 加仓
RDY DR REDDYS LABS LTD $8,9410.00%617 17740.2% $2,565 加仓
DBP INVESCO DB MULTI-SECTOR COMM $8,9700.00%97 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $9,0000.00%36 1356.5% $3,250 加仓
BKH BLACK HILLS CORP $9,0030.00%121 00.0% — 不变
— FRANKLIN TEMPLETON HOLDINGS $9,0730.00%170 3626.9% $1,921 加仓
PNW PINNACLE WEST CAP CORP $9,0950.00%85 2439.3% $2,568 加仓
UNM UNUM GROUP $9,1190.00%102 3245.7% $2,861 加仓
HYMC HYCROFT MINING HOLDING CORP $9,1970.00%393 00.0% — 不变
— STRATEGY INC $9,2350.00%157 00.0% — 不变
PODD INSULET CORP $9,2880.00%61 47335.7% $7,156 加仓
DTH WISDOMTREE TR $9,4360.00%174 31.8% $163 加仓
DG DOLLAR GEN CORP $9,4400.00%82 45121.6% $5,180 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $9,4970.00%83 -29-25.9% -$3,318 减仓
— BITWISE FUNDS TRUST $9,5840.00%264 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $9,6410.00%117 -7-5.6% -$577 减仓
DLTR DOLLAR TREE INC $9,6760.00%80 1829.0% $2,177 加仓
CRL CHARLES RIV LABS INTL INC $9,7520.00%43 1343.3% $2,948 加仓
— QORVO INC $9,7940.00%105 1415.4% $1,306 加仓
ACP ABRDN INCOME CREDIT STRATEGI $9,8440.00%1,893 1,893— $9,844 新建仓