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
WU WESTERN UN CO $00.00%0 —— — 申报中断
ASR GRUPO AEROPORTUARIO DEL SURE $00.00%0 -3-100.0% -$971 清仓
VIRT VIRTU FINL INC $00.00%0 —— — 申报中断
SMMT SUMMIT THERAPEUTICS INC $00.00%0 —— — 申报中断
BXP BXP INC $00.00%0 —— — 申报中断
ORC ORCHID IS CAP INC $00.00%0 —— — 申报中断
HSTM HEALTHSTREAM INC $00.00%0 -40-100.0% -$923 清仓
COKE COCA COLA CONS INC $00.00%0 —— — 申报中断
BF/B BROWN FORMAN CORP $00.00%0 —— — 申报中断
GABC GERMAN AMERN BANCORP INC $00.00%0 -23-100.0% -$902 清仓
— MESOBLAST LTD $00.00%0 -49-100.0% -$884 清仓
OLP ONE LIBERTY PPTYS INC $00.00%0 —— — 申报中断
SOUN SOUNDHOUND AI INC $00.00%0 —— — 申报中断
— QIAGEN NV $00.00%0 -19-100.0% -$855 清仓
MRVI MARAVAI LIFESCIENCES HLDGS I $00.00%0 -261-100.0% -$849 清仓
PVLA PALVELLA THERAPEUTICS INC NE $00.00%0 -8-100.0% -$838 清仓
— AUDIOEYE INC $00.00%0 -82-100.0% -$820 清仓
— AMERICAN WOODMARK CORPORATIO $00.00%0 -15-100.0% -$809 清仓
TRC TEJON RANCH CO $00.00%0 -51-100.0% -$805 清仓
FMNB FARMERS NATIONAL BANC CORP $00.00%0 -60-100.0% -$800 清仓
IQ IQIYI INC $00.00%0 —— — 申报中断
NSP INSPERITY INC $00.00%0 -20-100.0% -$775 清仓
MOMO HELLO GROUP INC $00.00%0 -117-100.0% -$767 清仓
FBIZ FIRST BUSINESS FINL SVCS INC $00.00%0 -14-100.0% -$761 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
SKWD SKYWARD SPECIALTY INS GROUP $00.00%0 -14-100.0% -$716 清仓
— CRINETICS PHARMACEUTICALS IN $00.00%0 -15-100.0% -$699 清仓
— JELD-WEN HLDG INC $00.00%0 -274-100.0% -$675 清仓
WPP WPP PLC NEW $00.00%0 -30-100.0% -$674 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -16-100.0% -$654 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -6-100.0% -$645 清仓
— CARNIVAL PLC $00.00%0 -21-100.0% -$637 清仓
— TREEHOUSE FOODS INC $00.00%0 -27-100.0% -$637 清仓
CRSP CRISPR THERAPEUTICS AG $00.00%0 —— — 申报中断
BAX BAXTER INTL INC $00.00%0 —— — 申报中断
PATH UIPATH INC $00.00%0 —— — 申报中断
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 —— — 申报中断
NOVT NOVANTA INC $00.00%0 -5-100.0% -$595 清仓
CART MAPLEBEAR INC $00.00%0 —— — 申报中断
ADMA ADMA BIOLOGICS INC $00.00%0 -32-100.0% -$584 清仓
PAGS PAGSEGURO DIGITAL LTD $00.00%0 —— — 申报中断
CCB COASTAL FINL CORP WA $00.00%0 —— — 申报中断
CHDN CHURCHILL DOWNS INC $00.00%0 -5-100.0% -$569 清仓
— MAGIC SOFTWARE ENTERPRISES L $00.00%0 -22-100.0% -$567 清仓
DV DOUBLEVERIFY HLDGS INC $00.00%0 —— — 申报中断
DXC DXC TECHNOLOGY CO $00.00%0 -38-100.0% -$557 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 —— — 申报中断
SGML SIGMA LITHIUM CORPORATION $00.00%0 -41-100.0% -$541 清仓
HLNE HAMILTON LANE INC $00.00%0 —— — 申报中断
TTEK TETRA TECH INC NEW $00.00%0 -16-100.0% -$537 清仓
TIGR UP FINTECH HLDG LTD $00.00%0 -55-100.0% -$526 清仓
— AIR LEASE CORP $00.00%0 -8-100.0% -$514 清仓
— TRAVELZOO $00.00%0 -72-100.0% -$513 清仓
MAS MASCO CORP $00.00%0 -8-100.0% -$508 清仓
CE CELANESE CORP DEL $00.00%0 —— — 申报中断
HUT HUT 8 CORP $00.00%0 —— — 申报中断
BTDR BITDEER TECHNOLOGIES GROUP $00.00%0 -45-100.0% -$505 清仓
— NOVONIX LIMITED $00.00%0 -492-100.0% -$497 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -13-100.0% -$495 清仓
LIVN LIVANOVA PLC $00.00%0 —— — 申报中断
DBI DESIGNER BRANDS INC $00.00%0 -66-100.0% -$491 清仓
JKS JINKOSOLAR HLDG CO LTD $00.00%0 —— — 申报中断
CWH CAMPING WORLD HLDGS INC $00.00%0 -50-100.0% -$487 清仓
— LIBERTY BROADBAND CORP $00.00%0 -10-100.0% -$483 清仓
HHH HOWARD HUGHES HOLDINGS INC $00.00%0 -6-100.0% -$479 清仓
HMY HARMONY GOLD MINING CO LTD $00.00%0 —— — 申报中断
WING WINGSTOP INC $00.00%0 —— — 申报中断
SYM SYMBOTIC INC $00.00%0 -8-100.0% -$476 清仓
NVEC NVE CORP $00.00%0 —— — 申报中断
APOG APOGEE ENTERPRISES INC $00.00%0 -13-100.0% -$474 清仓
TNET TRINET GROUP INC $00.00%0 —— — 申报中断
RPD RAPID7 INC $00.00%0 —— — 申报中断
GEO GEO GROUP INC NEW $00.00%0 -29-100.0% -$468 清仓
FSV FIRSTSERVICE CORP NEW $00.00%0 —— — 申报中断
— BITFARMS LTD $00.00%0 -198-100.0% -$466 清仓
AUR AURORA INNOVATION INC $00.00%0 —— — 申报中断
— FG NEXUS INC. $00.00%0 -167-100.0% -$460 清仓
POOL POOL CORP $00.00%0 —— — 申报中断
HIVE HIVE DIGITAL TECHNOLOGIES LT $00.00%0 -177-100.0% -$457 清仓
PFGC PERFORMANCE FOOD GROUP CO $00.00%0 —— — 申报中断
FWONA LIBERTY MEDIA CORP DEL $00.00%0 -5-100.0% -$447 清仓
GETYQ GETTY IMAGES HOLDINGS INC $00.00%0 -333-100.0% -$447 清仓
SMTC SEMTECH CORP $00.00%0 —— — 申报中断
KBR KBR INC $00.00%0 -11-100.0% -$443 清仓
GSHD GOOSEHEAD INS INC $00.00%0 -6-100.0% -$442 清仓
SMR NUSCALE PWR CORP $00.00%0 -31-100.0% -$440 清仓
EOSE EOS ENERGY ENTERPRISES INC $00.00%0 -38-100.0% -$436 清仓
IMO IMPERIAL OIL LTD $00.00%0 —— — 申报中断
— CANAAN INC $00.00%0 -610-100.0% -$421 清仓
NTSK NETSKOPE INC $00.00%0 —— — 申报中断
PTRN PATTERN GROUP INC $00.00%0 -36-100.0% -$416 清仓
AI C3 AI INC $00.00%0 -26-100.0% -$351 清仓
MGNI MAGNITE INC $00.00%0 —— — 申报中断
IDCC INTERDIGITAL INC $00.00%0 -1-100.0% -$319 清仓
AEO AMERICAN EAGLE OUTFITTERS IN $00.00%0 -12-100.0% -$317 清仓
GLBE GLOBAL E ONLINE LTD $00.00%0 —— — 申报中断
NXDR NEXTDOOR HOLDINGS INC $00.00%0 -148-100.0% -$311 清仓
PRM PERIMETER SOLUTIONS INC $00.00%0 -11-100.0% -$303 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -4-100.0% -$289 清仓
GRND GRINDR INC $00.00%0 -21-100.0% -$285 清仓