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
FBK FB FINL CORP $00.00%0 -5-100.0% -$279 清仓
— DAYFORCE INC $00.00%0 -4-100.0% -$277 清仓
ABG ASBURY AUTOMOTIVE GROUP INC $00.00%0 —— — 申报中断
URBN URBAN OUTFITTERS INC $00.00%0 -3-100.0% -$226 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 —— — 申报中断
ALLE ALLEGION PLC $00.00%0 -1-100.0% -$160 清仓
— NUKKLEUS INC $00.00%0 —— — 申报中断
— CONFLUENT INC $00.00%0 -2-100.0% -$61 清仓
RYN RAYONIER INC $00.00%0 -1-100.0% -$22 清仓
— TAOPING INC $20.00%1 00.0% — 不变
— AIXCRYPTO HOLDINGS INC $30.00%2 00.0% — 不变
PTON PELOTON INTERACTIVE INC $50.00%1 00.0% — 不变
— ORION PROPERTIES INC $50.00%2 00.0% — 不变
— CEL-SCI CORP $100.00%3 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $130.00%3 00.0% — 不变
TENX TENAX THERAPEUTICS INC $160.00%1 00.0% — 不变
EMBC EMBECTA CORP $270.00%3 -84-96.6% -$756 减仓
NVAX NOVAVAX INC $330.00%4 00.0% — 不变
WOLF WOLFSPEED INC $330.00%2 -1-33.3% -$16 重新持有
— BEYOND MEAT INC $360.00%50 00.0% — 不变
— GD CULTURE GROUP LTD $470.00%17 00.0% — 不变
SUPV GRUPO SUPERVIELLE S.A. $480.00%5 00.0% — 不变
KD KYNDRYL HLDGS INC $530.00%4 -19-82.6% -$252 减仓
— PROSHARES TR $530.00%1 1— $53 新建仓
DGXX DIGI PWR X INC $570.00%28 00.0% — 不变
— NEXTTRIP INC $650.00%20 00.0% — 不变
WSC WILLSCOT HLDGS CORP $710.00%4 -27-87.1% -$479 减仓
XPEL XPEL INC $890.00%2 00.0% — 不变
PAM PAMPA ENERGIA SA $890.00%1 00.0% — 不变
YPF YPF SOCIEDAD ANONIMA $930.00%2 00.0% — 不变
— OWLET INC $980.00%19 00.0% — 不变
— COMTECH TELECOMMUNICATIONS C $1030.00%31 00.0% — 不变
GTX GARRETT MOTION INC $1100.00%6 6— $110 新建仓
— BED BATH & BEYOND INC $1480.00%262 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $1490.00%7 00.0% — 不变
VYX NCR VOYIX CORPORATION $1650.00%26 00.0% — 不变
KN KNOWLES CORP $1800.00%7 00.0% — 不变
KWEB KRANESHARES TRUST $1810.00%6 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1830.00%7 00.0% — 不变
OGN ORGANON & CO $1920.00%32 00.0% — 不变
URNM SPROTT FDS TR $1960.00%3 00.0% — 不变
— PROCAP FINL INC $2110.00%100 00.0% — 不变
HOG HARLEY DAVIDSON INC $2210.00%11 -43-79.6% -$864 减仓
BDC BELDEN INC $2300.00%2 -1-33.3% -$115 减仓
— ADURO CLEAN TECHNOLOGIES INC $2310.00%22 22— $231 新建仓
— CUE BIOPHARMA INC $2320.00%1,006 00.0% — 不变
STNE STONECO LTD $2410.00%17 -27-61.4% -$383 减仓
GDXJ VANECK ETF TRUST $2460.00%2 00.0% — 不变
BETA BETA TECHNOLOGIES INC $2650.00%18 -35-66.0% -$515 减仓
RAMP LIVERAMP HLDGS INC $2660.00%10 10— $266 新建仓
GO GROCERY OUTLET HLDG CORP $2680.00%38 00.0% — 不变
MRX MAREX GROUP PLC $2680.00%6 -8-57.1% -$357 重新持有
LGIH LGI HOMES INC $2770.00%7 7— $277 新建仓
JACK JACK IN THE BOX INC $2810.00%29 00.0% — 不变
ADNT ADIENT PLC $2830.00%14 -64-82.1% -$1,294 减仓
XPEV XPENG INC $2910.00%17 -27-61.4% -$462 重新持有
MNSO MINISO GROUP HLDG LTD $2920.00%18 18— $292 新建仓
KVYO KLAVIYO INC $2920.00%15 15— $292 新建仓
KAI KADANT INC $2930.00%1 00.0% — 不变
BL BLACKLINE INC $2960.00%8 8— $296 新建仓
— LIBERTY BROADBAND CORP $3020.00%6 6— $302 新建仓
RWJ INVESCO EXCH TRADED FD TR II $3120.00%6 00.0% — 不变
GKOS GLAUKOS CORP $3230.00%3 -4-57.1% -$431 减仓
PCTY PAYLOCITY HLDG CORP $3250.00%3 -15-83.3% -$1,625 减仓
MAN MANPOWERGROUP INC WIS $3250.00%11 -7-38.9% -$207 减仓
— COSTAMARE BULKERS HLDGS LTD $3250.00%21 00.0% — 不变
MCB METROPOLITAN BK HLDG CORP $3340.00%4 00.0% — 不变
GNL GLOBAL NET LEASE INC $3370.00%36 00.0% — 不变
ACCO ACCO BRANDS CORP $3380.00%112 1051,500.0% $317 加仓
MQ MARQETA INC $3390.00%83 83— $339 新建仓
SPHR SPHERE ENTERTAINMENT CO $3530.00%3 00.0% — 不变
NABL N-ABLE INC $3600.00%77 77— $360 新建仓
MT ARCELORMITTAL SA LUXEMBOURG $3640.00%7 00.0% — 不变
OUST OUSTER INC $3680.00%20 -5-20.0% -$92 减仓
GLNG GOLAR LNG LTD $3790.00%7 00.0% — 不变
— HEALTH CATALYST INC $3810.00%300 00.0% — 不变
NNI NELNET INC $3870.00%3 3— $387 新建仓
BZ KANZHUN LIMITED $3890.00%29 29— $389 新建仓
CVLT COMMVAULT SYS INC $3900.00%5 -3-37.5% -$234 减仓
FER FERROVIAL SE $3910.00%6 00.0% — 不变
CALM CAL MAINE FOODS INC $3960.00%5 5— $396 新建仓
VMI VALMONT INDS INC $4000.00%1 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $4060.00%48 00.0% — 不变
NXE NEXGEN ENERGY LTD $4060.00%35 00.0% — 不变
— DEFI TECHNOLOGIES INC $4130.00%746 746— $413 新建仓
— CHART INDS INC $4140.00%2 -1-33.3% -$207 减仓
MMSI MERIT MED SYS INC $4140.00%6 6— $414 新建仓
RDVT RED VIOLET INC $4160.00%12 12— $416 新建仓
— RENAISSANCE CAP GREENWICH FD $4190.00%10 00.0% — 不变
BRBR BELLRING BRANDS INC $4190.00%26 1062.5% $161 加仓
LCID LUCID GROUP INC $4200.00%44 24.8% $19 加仓
— TILRAY BRANDS INC $4210.00%65 00.0% — 不变
CACC CREDIT ACCEP CORP MICH $4240.00%1 00.0% — 不变
GPOR GULFPORT ENERGY CORP $4240.00%2 00.0% — 不变
LYFT LYFT INC $4260.00%32 00.0% — 不变
DBX DROPBOX INC $4320.00%19 211.8% $45 加仓
WAY WAYSTAR HLDG CORP $4340.00%18 763.6% $169 加仓
BUR BURFORD CAPITAL LIMITED $4340.00%96 96— $434 新建仓
PD PAGERDUTY INC $4350.00%70 711.1% $44 重新持有
ASAN ASANA INC $4360.00%68 -566-89.3% -$3,629 减仓