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
KSS KOHLS CORP $3550.00%20 20— $355 新建仓
FOXF FOX FACTORY HLDG CORP $3560.00%21 21— $356 新建仓
EPRT ESSENTIAL PPTYS RLTY TR INC $3590.00%12 -90-88.2% -$2,692 减仓
CAL CALERES INC $3590.00%29 29— $359 新建仓
EPAC ENERPAC TOOL GROUP CORP $3590.00%10 10— $359 新建仓
NBBK NB BANCORP INC $3600.00%17 17— $360 新建仓
MNDY MONDAY COM LTD $3620.00%5 -3-37.5% -$217 减仓
CURB CURBLINE PPTYS CORP $3650.00%12 12— $365 新建仓
BNED BARNES & NOBLE ED INC $3650.00%29 29— $365 新建仓
— BEAZER HOMES USA INC $3650.00%13 13— $365 新建仓
PRTH PRIORITY TECHNOLOGY HLDGS IN $3670.00%55 55— $367 新建仓
GFL GFL ENVIRONMENTAL INC $3680.00%10 -12-54.5% -$442 减仓
ORRF ORRSTOWN FINL SVCS INC $3680.00%9 9— $368 新建仓
LIND LINDBLAD EXPEDITIONS HLDGS I $3680.00%13 13— $368 新建仓
— COSTAMARE BULKERS HLDGS LTD $3690.00%21 00.0% — 不变
RTO RENTOKIL INITIAL PLC $3720.00%13 -28-68.3% -$801 减仓
GCO GENESCO INC $3720.00%11 11— $372 新建仓
GHM GRAHAM CORP $3720.00%3 3— $372 新建仓
CMP COMPASS MINERALS INTL INC $3740.00%12 12— $374 新建仓
CBRL CRACKER BARREL OLD CTRY STOR $3740.00%7 7— $374 新建仓
RAMP LIVERAMP HLDGS INC $3770.00%10 00.0% — 不变
FRST PRIMIS FINANCIAL CORP $3770.00%23 23— $377 新建仓
INOD INNODATA INC $3780.00%5 5— $378 新建仓
— CURIOSITYSTREAM INC $3810.00%143 -201-58.4% -$536 重新持有
DAN DANA INC $3810.00%14 14— $381 新建仓
HMY HARMONY GOLD MNG LTD $3810.00%25 14.2% $15 重新持有
NG NOVAGOLD RESOURCES INC $3830.00%64 64— $383 新建仓
OXM OXFORD INDS INC $3840.00%11 11— $384 新建仓
GSM FERROGLOBE PLC $3850.00%121 121— $385 新建仓
— KRONOS WORLDWIDE INC $3870.00%61 61— $387 新建仓
BIRK BIRKENSTOCK HOLDING PLC $3880.00%9 -4-30.8% -$172 减仓
CTOS CUSTOM TRUCK ONE SOURCE INC $3900.00%33 33— $390 新建仓
GT GOODYEAR TIRE & RUBR CO $3900.00%59 59— $390 新建仓
LMND LEMONADE INC $3910.00%6 6— $391 新建仓
KALU KAISER ALUMINIUM CORPORATION $3920.00%2 2— $392 新建仓
ROOT ROOT INC $3920.00%7 7— $392 新建仓
ENPH ENPHASE ENERGY INC $3940.00%8 8— $394 新建仓
GENI GENIUS SPORTS LIMITED $3940.00%65 65— $394 新建仓
GOGO GOGO INC $3940.00%127 127— $394 新建仓
BHE BENCHMARK ELECTRS INC $3950.00%4 4— $395 新建仓
WRBY WARBY PARKER INC $3950.00%13 13— $395 新建仓
AGI ALAMOS GOLD INC $3950.00%13 13— $395 新建仓
SNAP SNAP INC $3960.00%89 -9-9.2% -$40 减仓
MCB METROPOLITAN BK HLDG CORP $3960.00%4 00.0% — 不变
KD KYNDRYL HLDGS INC $3960.00%35 31775.0% $351 加仓
BSAC BANCO SANTANDER CHILE NEW $3960.00%12 12— $396 新建仓
AIRS AIRSCULPT TECHNOLOGIES INC $3960.00%88 88— $396 新建仓
TDUP THREDUP INC $3980.00%58 58— $398 新建仓
IMAX IMAX CORP $3990.00%10 -20-66.7% -$798 减仓
JEF JEFFERIES FINANCIAL GROUP IN $4000.00%8 8— $400 新建仓
SRTA STRATA CRITICAL MEDICAL INC $4010.00%76 76— $401 新建仓
USAS AMERICAS GOLD AND SILVER COR $4020.00%85 85— $402 新建仓
PAYS PAYSIGN INC $4020.00%49 49— $402 新建仓
CERS CERUS CORP $4030.00%138 138— $403 新建仓
ADTN ADTRAN HOLDINGS INC $4040.00%29 29— $404 新建仓
PONY PONY AI INC $4040.00%58 58— $404 新建仓
AVR ANTERIS TECHNOLOGIES GLOBAL $4040.00%41 41— $404 新建仓
JKS JINKOSOLAR HLDG CO LTD $4040.00%24 526.3% $84 重新持有
ARHS ARHAUS INC $4050.00%48 48— $405 新建仓
HELE HELEN OF TROY LTD $4070.00%14 14— $407 新建仓
KRNT KORNIT DIGITAL LTD $4070.00%25 25— $407 新建仓
— BRASKEM SA $4080.00%167 167— $408 新建仓
FRVO FERVO ENERGY CO $4100.00%14 14— $410 新建仓
PLPC PREFORMED LINE PRODS CO $4110.00%1 1— $411 新建仓
ALNT ALLIENT INC $4120.00%4 4— $412 新建仓
BLMN BLOOMIN BRANDS INC $4120.00%45 45— $412 新建仓
GPGI GPGI INC $4130.00%26 26— $413 新建仓
ELMT ELMET GROUP CO (THE) $4150.00%21 21— $415 新建仓
OPRA OPERA LTD $4170.00%21 -18-46.2% -$357 减仓
CCOI COGENT COMM HOLDINGS INC $4170.00%30 30— $417 新建仓
— ACV AUCTIONS INC $4180.00%58 58— $418 新建仓
NVEC NVE CORP $4190.00%4 -4-50.0% -$419 重新持有
— XUNLEI LTD $4200.00%75 75— $420 新建仓
NWL NEWELL BRANDS INC $4240.00%69 69— $424 新建仓
KOF COCA-COLA FEMSA SAB DE CV $4250.00%4 -16-80.0% -$1,700 减仓
RUM RUM GROUP INC $4250.00%67 67— $425 新建仓
WWD WOODWARD INC $4260.00%1 1— $426 新建仓
GAP GAP INC $4300.00%23 14.5% $19 加仓
EVLV EVOLV TECHNOLOGIES HLDNGS IN $4300.00%74 74— $430 新建仓
DX DYNEX CAP INC $4330.00%33 -104-75.9% -$1,365 重新持有
OGN ORGANON & CO $4340.00%32 00.0% — 不变
BTG B2GOLD CORP $4340.00%116 116— $434 新建仓
SHLS SHOALS TECHNOLOGIES GROUP IN $4360.00%44 44— $436 新建仓
SLAB SILICON LABORATORIES INC $4380.00%2 2— $438 新建仓
CASK MGP INGREDIENTS INC NEW $4380.00%25 25— $438 新建仓
HLIT HARMONIC INC $4410.00%27 27— $441 新建仓
POST POST HLDGS INC $4420.00%5 -7-58.3% -$619 减仓
CBRS CEREBRAS SYSTEMS INC $4420.00%2 2— $442 新建仓
SYRE SPYRE THERAPEUTICS INC $4440.00%5 5— $444 新建仓
YOU CLEAR SECURE INC $4460.00%8 8— $446 新建仓
PWP PERELLA WEINBERG PARTNERS $4470.00%28 00.0% — 不变
MNSO MINISO GROUP HLDG LTD $4470.00%37 19105.6% $230 加仓
SPIR SPIRE GLOBAL INC $4470.00%24 24— $447 新建仓
SOUN SOUNDHOUND AI INC $4470.00%69 -17-19.8% -$110 重新持有
CR CRANE COMPANY $4470.00%2 2— $447 新建仓
IPAR INTERPARFUMS INC $4480.00%4 -22-84.6% -$2,464 减仓
ASTL ALGOMA STL GROUP INC $4500.00%111 111— $450 新建仓
KGS KODIAK GAS SVCS INC $4510.00%6 6— $451 新建仓
BCE BCE INC $4520.00%21 -22-51.2% -$474 减仓
ALLT ALLOT LTD $4520.00%51 51— $452 新建仓