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
— THEMES ETF TR $9,8590.00%262 00.0% — 不变
UBS UBS GROUP AG $9,8630.00%199 94.7% $446 加仓
DOV DOVER CORP $9,8690.00%44 925.7% $2,019 加仓
KMPR KEMPER CORP $9,8950.00%367 -72-16.4% -$1,941 减仓
FFIN FIRST FINL BANKSHARES INC $9,8960.00%286 -41-12.5% -$1,419 减仓
SIZE ISHARES TR $9,9210.00%56 00.0% — 不变
— BLACKROCK HEALTH SCIENCES TR $9,9650.00%232 00.0% — 不变
— INNOVATOR ETFS TRUST $9,9790.00%500 00.0% — 不变
TECK TECK RESOURCES LTD $1.02万0.00%171 95.6% $535 加仓
COR CENCORA INC $1.02万0.00%36 -55-60.4% -$1.56万 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $1.02万0.00%433 9628.5% $2,264 加仓
COHR COHERENT CORP $1.03万0.00%26 844.4% $3,156 加仓
ONEQ FIDELITY COMWLTH TR $1.03万0.00%100 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $1.04万0.00%93 78.1% $779 加仓
IP INTERNATIONAL PAPER CO $1.04万0.00%272 11168.9% $4,229 加仓
— INNOVATOR ETFS TRUST $1.04万0.00%710 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.05万0.00%119 65.3% $532 加仓
VTRS VIATRIS INC $1.05万0.00%664 21046.3% $3,335 加仓
ON ON SEMICONDUCTOR CORP $1.06万0.00%112 1819.1% $1,702 加仓
LPL LG DISPLAY CO LTD $1.06万0.00%2,732 1,16674.5% $4,536 加仓
AGZ ISHARES TR $1.06万0.00%97 00.0% — 不变
DOW DOW HLDGS INC $1.07万0.00%390 -68-14.8% -$1,861 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.07万0.00%276 179184.5% $6,933 加仓
— TEVA PHARMACEUTICAL INDS LTD $1.07万0.00%316 3412.1% $1,152 加仓
IEF ISHARES TR $1.08万0.00%114 10.9% $94 加仓
PSLV SPROTT ASSET MANAGEMENT LP $1.08万0.00%572 00.0% — 不变
TEAM ATLASSIAN CORPORATION $1.08万0.00%139 90183.7% $7,001 加仓
CAG CONAGRA BRANDS INC $1.09万0.00%810 734965.8% $9,880 加仓
VMC VULCAN MATLS CO $1.09万0.00%37 00.0% — 不变
— TIDAL TRUST II $1.09万0.00%591 591— $1.09万 新建仓
WIT WIPRO LTD $1.09万0.00%4,854 1,96067.7% $4,410 加仓
RJF RAYMOND JAMES FINL INC $1.09万0.00%72 2141.2% $3,193 加仓
MLM MARTIN MARIETTA MATLS INC $1.10万0.00%19 13216.7% $7,498 加仓
CNC CENTENE CORP DEL $1.10万0.00%171 1811.8% $1,155 加仓
MOH MOLINA HEALTHCARE INC $1.10万0.00%48 -168-77.8% -$3.84万 减仓
FXZ FIRST TR EXCHANGE-TRADED FD $1.10万0.00%139 00.0% — 不变
CINF CINCINNATI FINL CORP $1.11万0.00%60 40200.0% $7,406 加仓
OXY OCCIDENTAL PETE CORP $1.11万0.00%229 11499.1% $5,537 加仓
CRGY CRESCENT ENERGY COMPANY $1.11万0.00%1,133 454.1% $442 加仓
IWD ISHARES TR $1.12万0.00%46 00.0% — 不变
UCTT ULTRA CLEAN HLDGS INC $1.13万0.00%79 00.0% — 不变
ULTA ULTA BEAUTY INC $1.13万0.00%25 -2-7.4% -$902 减仓
KHC KRAFT HEINZ CO $1.13万0.00%479 4381,068.3% $1.03万 加仓
MFG MIZUHO FINANCIAL GROUP INC $1.13万0.00%1,184 42956.8% $4,110 加仓
SCHG SCHWAB STRATEGIC TR $1.14万0.00%336 00.0% — 不变
CCJ CAMECO CORP $1.14万0.00%112 87.7% $815 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $1.14万0.00%186 00.0% — 不变
KT KT CORP $1.14万0.00%662 31993.0% $5,513 加仓
SOLV SOLVENTUM CORP $1.15万0.00%149 1612.0% $1,234 加仓
IX ORIX CORP $1.15万0.00%303 134.5% $495 加仓
SWK STANLEY BLACK & DECKER INC $1.16万0.00%123 2930.9% $2,730 加仓
TXG 10X GENOMICS INC $1.16万0.00%302 4216.2% $1,610 加仓
FCOM FIDELITY COVINGTON TRUST $1.16万0.00%167 10.6% $69 加仓
NU NU HLDGS LTD $1.16万0.00%868 -3,020-77.7% -$4.03万 减仓
ETG EATON VANCE TX ADV GLBL DIV $1.17万0.00%495 00.0% — 不变
BMO BANK MONTREAL MEDIUM $1.17万0.00%66 610.0% $1,060 加仓
HUBS HUBSPOT INC $1.17万0.00%64 00.0% — 不变
IGIB ISHARES TR $1.17万0.00%220 20.9% $107 加仓
LNC LINCOLN NATL CORP IND $1.18万0.00%335 00.0% — 不变
ASH ASHLAND INC $1.19万0.00%181 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.21万0.00%214 3016.3% $1,691 加仓
DXYZ DESTINY TECH100 INC $1.21万0.00%470 00.0% — 不变
RIOT RIOT PLATFORMS INC $1.21万0.00%443 18370.4% $5,010 加仓
FIZZ NATIONAL BEVERAGE CORP $1.22万0.00%390 164.3% $499 加仓
RY ROYAL BK CDA $1.22万0.00%59 31110.7% $6,416 加仓
RSST TIDAL TRUST II $1.23万0.00%375 375— $1.23万 新建仓
TM TOYOTA MOTOR CORP $1.23万0.00%73 -66-47.5% -$1.11万 减仓
ARKK ARK ETF TR $1.24万0.00%154 00.0% — 不变
COO COOPER COS INC $1.25万0.00%175 -409-70.0% -$2.93万 减仓
VLTO VERALTO CORP $1.26万0.00%142 98222.7% $8,691 加仓
WULF TERAWULF INC $1.26万0.00%510 449.4% $1,087 加仓
MD PEDIATRIX MEDICAL GROUP INC $1.27万0.00%501 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $1.27万0.00%71 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1.29万0.00%293 7936.9% $3,479 加仓
IYF ISHARES TR $1.30万0.00%102 11.0% $127 加仓
CAH CARDINAL HEALTH INC $1.31万0.00%55 -3-5.2% -$713 减仓
PARR PAR PAC HOLDINGS INC $1.31万0.00%233 00.0% — 不变
ES EVERSOURCE ENERGY $1.31万0.00%181 3826.6% $2,746 加仓
STNG SCORPIO TANKERS INC $1.31万0.00%189 00.0% — 不变
BB BLACKBERRY LTD $1.31万0.00%1,035 353.5% $443 加仓
GPI GROUP 1 AUTOMOTIVE INC $1.31万0.00%45 -1-2.2% -$291 减仓
FICO FAIR ISAAC CORP $1.31万0.00%11 -5-31.2% -$5,974 重新持有
CON CONCENTRA GROUP HOLDINGS PAR $1.32万0.00%443 00.0% — 不变
CIFR CIPHER DIGITAL INC $1.32万0.00%540 26394.9% $6,444 加仓
MSCI MSCI INC $1.34万0.00%24 14140.0% $7,841 加仓
DON WISDOMTREE TR $1.35万0.00%238 00.0% — 不变
IWF ISHARES TR $1.35万0.00%109 10.9% $124 加仓
MKL MARKEL GROUP INC $1.37万0.00%7 -1-12.5% -$1,953 重新持有
IBB ISHARES TR $1.37万0.00%72 22.9% $381 加仓
RDDT REDDIT INC $1.37万0.00%79 44125.7% $7,638 加仓
DVA DAVITA INC $1.38万0.00%62 00.0% — 不变
EWJ ISHARES INC $1.38万0.00%148 00.0% — 不变
UMC UNITED MICROELECTRONICS CORP $1.38万0.00%508 -51-9.1% -$1,388 减仓
FSS FEDERAL SIGNAL CORP $1.39万0.00%108 -142-56.8% -$1.82万 减仓
MAA MID-AMER APT CMNTYS INC $1.39万0.00%100 55122.2% $7,642 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $1.39万0.00%179 141371.1% $1.10万 加仓
RNR RENAISSANCERE HLDGS LTD $1.39万0.00%44 512.8% $1,585 加仓
NTNX NUTANIX INC $1.40万0.00%274 -19-6.5% -$968 减仓
HBAN HUNTINGTON BANCSHARES INC $1.40万0.00%788 9814.2% $1,738 加仓
DRI DARDEN RESTAURANTS INC $1.40万0.00%68 2144.7% $4,326 加仓