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
VSTM VERASTEM INC $00.00%0 -111-100.0% -$589 清仓
AN AUTONATION INC $00.00%0 -3-100.0% -$586 清仓
TDW TIDEWATER INC NEW $00.00%0 -7-100.0% -$585 清仓
ENTA ENANTA PHARMACEUTICALS INC $00.00%0 -46-100.0% -$581 清仓
TDAY USA TODAY CO INC $00.00%0 -82-100.0% -$579 清仓
JANX JANUX THERAPEUTICS INC $00.00%0 -41-100.0% -$570 清仓
EBC EASTERN BANKSHARES INC $00.00%0 -29-100.0% -$568 清仓
JRVR JAMES RIV GROUP HOLDINGS INC $00.00%0 -90-100.0% -$567 清仓
WMS ADVANCED DRAIN SYS INC DEL $00.00%0 -4-100.0% -$549 清仓
— FIRST FNDTN INC $00.00%0 -93-100.0% -$549 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -20-100.0% -$539 清仓
IMXI INTERNATIONAL MONEY EXPRESS $00.00%0 -34-100.0% -$538 清仓
WK WORKIVA INC $00.00%0 -9-100.0% -$537 清仓
TRIP TRIPADVISOR INC $00.00%0 -50-100.0% -$533 清仓
EQBK EQUITY BANCSHARES INC $00.00%0 -12-100.0% -$533 清仓
RWK INVESCO EXCH TRADED FD TR II $00.00%0 -4-100.0% -$528 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -10-100.0% -$528 清仓
SWX SOUTHWEST GAS HLDGS INC $00.00%0 -6-100.0% -$522 清仓
FLS FLOWSERVE CORP $00.00%0 -7-100.0% -$515 清仓
— MAUI LD & PINEAPPLE INC $00.00%0 -32-100.0% -$493 清仓
PAY PAYMENTUS HOLDINGS INC $00.00%0 -19-100.0% -$483 清仓
FRPH FRP HLDGS INC $00.00%0 -22-100.0% -$482 清仓
IRTC IRHYTHM HOLDINGS INC $00.00%0 -4-100.0% -$473 清仓
VRRM VERRA MOBILITY CORP $00.00%0 -32-100.0% -$458 清仓
WB WEIBO CORP $00.00%0 -52-100.0% -$455 清仓
AIV APARTMENT INVT & MGMT CO $00.00%0 -111-100.0% -$452 清仓
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 -35-100.0% -$442 清仓
WAY WAYSTAR HLDG CORP $00.00%0 -18-100.0% -$434 清仓
LCID LUCID GROUP INC $00.00%0 -44-100.0% -$420 清仓
BRBR BELLRING BRANDS INC $00.00%0 -26-100.0% -$419 清仓
RDVT RED VIOLET INC $00.00%0 -12-100.0% -$416 清仓
— CHART INDS INC $00.00%0 -2-100.0% -$414 清仓
— DEFI TECHNOLOGIES INC $00.00%0 -746-100.0% -$413 清仓
NNI NELNET INC $00.00%0 -3-100.0% -$387 清仓
OUST OUSTER INC $00.00%0 -20-100.0% -$368 清仓
NABL N-ABLE INC $00.00%0 -77-100.0% -$360 清仓
MQ MARQETA INC $00.00%0 -83-100.0% -$339 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -6-100.0% -$312 清仓
KVYO KLAVIYO INC $00.00%0 -15-100.0% -$292 清仓
JACK JACK IN THE BOX INC $00.00%0 -29-100.0% -$281 清仓
BETA BETA TECHNOLOGIES INC $00.00%0 -18-100.0% -$265 清仓
— CUE BIOPHARMA INC $00.00%0 -1,006-100.0% -$232 清仓
— ADURO CLEAN TECHNOLOGIES INC $00.00%0 -22-100.0% -$231 清仓
— PROSHARES TR $00.00%0 -1-100.0% -$53 清仓
— GD CULTURE GROUP LTD $00.00%0 -17-100.0% -$47 清仓
— BEYOND MEAT INC $00.00%0 -50-100.0% -$36 清仓
PYLD PIMCO ETF TR $10.00%0 -7,550-100.0% -$19.78万 清仓
— TAOPING INC $20.00%1 00.0% — 不变
— AIXCRYPTO HOLDINGS INC $30.00%2 00.0% — 不变
— CEL-SCI CORP $40.00%3 00.0% — 不变
PTON PELOTON INTERACTIVE INC $60.00%1 00.0% — 不变
— ORION PROPERTIES INC $60.00%2 00.0% — 不变
TENX TENAX THERAPEUTICS INC $150.00%1 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $150.00%3 00.0% — 不变
— NEXTTRIP INC $430.00%20 00.0% — 不变
SUPV GRUPO SUPERVIELLE S.A. $490.00%5 00.0% — 不变
— COMTECH TELECOMMUNICATIONS C $660.00%31 00.0% — 不变
COHU COHU INC $740.00%1 1— $74 新建仓
PAM PAMPA ENERGIA SA $830.00%1 00.0% — 不变
ANGI ANGI INC $840.00%14 -154-91.7% -$924 减仓
YPF YPF SOCIEDAD ANONIMA $910.00%2 00.0% — 不变
WOLF WOLFSPEED INC $970.00%2 00.0% — 不变
ASIX ADVANSIX INC $1000.00%5 -26-83.9% -$520 减仓
XPEL XPEL INC $1000.00%2 00.0% — 不变
— OWLET INC $1100.00%19 00.0% — 不变
— BED BATH & BEYOND INC $1110.00%262 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1450.00%7 00.0% — 不变
DGXX DIGI PWR X INC $1530.00%28 00.0% — 不变
— PROCAP FINL INC $1540.00%100 00.0% — 不变
KWEB KRANESHARES TRUST $1560.00%6 00.0% — 不变
BUR BURFORD CAPITAL LIMITED $1600.00%39 -57-59.4% -$234 减仓
URNM SPROTT FDS TR $1630.00%3 00.0% — 不变
GDXJ VANECK ETF TRUST $2010.00%2 00.0% — 不变
ABG ASBURY AUTOMOTIVE GROUP INC $2020.00%1 00.0% — 重新持有
VYX NCR VOYIX CORPORATION $2130.00%26 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC $2150.00%3 3— $215 新建仓
GTX GARRETT MOTION INC $2180.00%6 00.0% — 不变
XPEV XPENG INC $2260.00%17 00.0% — 不变
VSEC VSE CORP $2290.00%1 1— $229 新建仓
WLFC WILLIS LEASE FIN CORP $2290.00%1 1— $229 新建仓
LIVN LIVANOVA PLC $2470.00%3 -5-62.5% -$412 重新持有
— ELME COMMUNITIES $2540.00%171 171— $254 新建仓
ITRI ITRON INC $2600.00%3 -4-57.1% -$347 减仓
MBLY MOBILEYE GLOBAL INC $2620.00%27 27— $262 新建仓
WSE WISE GROUP PLC $2740.00%23 23— $274 新建仓
— TILRAY BRANDS INC $2920.00%65 00.0% — 不变
LTM LATAM AIRLINES GROUP SA $2920.00%5 5— $292 新建仓
ATLC ATLANTICUS HOLDINGS CORP $3070.00%3 3— $307 新建仓
KAI KADANT INC $3150.00%1 00.0% — 不变
WEN WENDYS CO $3170.00%38 -55-59.1% -$459 减仓
GNL GLOBAL NET LEASE INC $3220.00%36 00.0% — 不变
NXE NEXGEN ENERGY LTD $3290.00%35 00.0% — 不变
BELFB BEL FUSE INC $3340.00%1 1— $334 新建仓
FOUR SHIFT4 PMTS INC $3410.00%7 -4-36.4% -$195 减仓
NUTX NUTEX HEALTH INC $3420.00%2 2— $342 新建仓
WGS GENEDX HOLDINGS CORP $3440.00%5 -4-44.4% -$275 重新持有
WING WINGSTOP INC $3470.00%2 00.0% — 重新持有
FIGS FIGS INC $3480.00%34 34— $348 新建仓
OSBC OLD SECOND BANCORP INC DEL $3500.00%15 15— $350 新建仓
— TOPBUILD COR $3550.00%1 -7-87.5% -$2,485 减仓