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
CRVL CORVEL CORP $4380.00%8 -12-60.0% -$657 减仓
DRVN DRIVEN BRANDS HLDGS INC $4420.00%35 00.0% — 不变
FLO FLOWERS FOODS INC $4490.00%55 -211-79.3% -$1,723 减仓
HPP HUDSON PACIFIC PROPERTIES IN $4500.00%76 00.0% — 不变
NBN NORTHEAST BK PORTLAND ME $4500.00%4 00.0% — 不变
SNAP SNAP INC $4510.00%98 -31-24.0% -$143 减仓
INGR INGREDION INC $4510.00%4 00.0% — 不变
AIV APARTMENT INVT & MGMT CO $4520.00%111 -9-7.5% -$37 重新持有
VIST VISTA ENERGY S.A.B. DE C.V. $4530.00%6 00.0% — 不变
SITC SITE CTRS CORP $4540.00%84 2850.0% $151 重新持有
WB WEIBO CORP $4550.00%52 52— $455 新建仓
HOMB HOME BANCSHARES INC $4580.00%17 -22-56.4% -$593 减仓
VRRM VERRA MOBILITY CORP $4580.00%32 32— $458 新建仓
RHP RYMAN HOSPITALITY PPTYS INC $4620.00%5 -14-73.7% -$1,294 减仓
S SENTINELONE INC $4640.00%36 25.9% $26 加仓
LII LENNOX INTL INC $4650.00%1 -1-50.0% -$465 减仓
PENN PENN ENTERTAINMENT INC $4660.00%31 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $4660.00%13 13— $466 新建仓
HGV HILTON GRAND VACATIONS INC $4700.00%12 00.0% — 不变
MSGE MADISON SQUARE GARDEN ENTMT $4720.00%8 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $4730.00%4 4— $473 新建仓
SAIC SCIENCE APPLICATIONS INTL CO $4750.00%5 00.0% — 不变
NAVN NAVAN INC $4770.00%36 00.0% — 不变
— REPOSITRAK INC $4790.00%63 63— $479 新建仓
FRPH FRP HLDGS INC $4820.00%22 -26-54.2% -$570 减仓
CNOB CONNECTONE BANCORP INC $4820.00%18 00.0% — 不变
FOUR SHIFT4 PMTS INC $4820.00%11 11— $482 新建仓
PAY PAYMENTUS HOLDINGS INC $4830.00%19 19— $483 新建仓
MOS MOSAIC CO $4850.00%19 00.0% — 不变
BBWI BATH & BODY WORKS INC $4860.00%26 736.8% $131 重新持有
HMC HONDA MOTOR CO LTD $4870.00%20 -209-91.3% -$5,089 减仓
— MAUI LD & PINEAPPLE INC $4930.00%32 32— $493 新建仓
MTH MERITAGE HOMES CORP $4950.00%8 -11-57.9% -$681 减仓
BNT BROOKFIELD WEALTH SOL LTD $4970.00%12 12— $497 新建仓
KMX CARMAX INC $4990.00%12 00.0% — 不变
CNS COHEN & STEERS INC $5010.00%8 8— $501 新建仓
TWLO TWILIO INC $5040.00%4 00.0% — 不变
ATR APTARGROUP INC $5050.00%4 00.0% — 不变
FRSH FRESHWORKS INC $5060.00%63 63— $506 新建仓
M MACYS INC $5070.00%28 00.0% — 不变
MAT MATTEL INC $5090.00%35 00.0% — 不变
PWP PERELLA WEINBERG PARTNERS $5090.00%28 00.0% — 不变
— NUVALENT INC $5130.00%5 -8-61.5% -$821 减仓
QCRH QCR HLDGS INC $5130.00%6 00.0% — 不变
MAGN MAGNERA CORP $5140.00%54 00.0% — 不变
FLS FLOWSERVE CORP $5150.00%7 00.0% — 不变
IBN ICICI BANK LIMITED $5180.00%20 -138-87.3% -$3,574 减仓
— ALPS ETF TR $5180.00%10 10— $518 新建仓
GTLB GITLAB INC $5200.00%24 24— $520 新建仓
COMP COMPASS INC $5200.00%71 71— $520 新建仓
THG HANOVER INS GROUP INC $5210.00%3 -14-82.4% -$2,431 减仓
HRL HORMEL FOODS CORP $5210.00%23 00.0% — 不变
AVA AVISTA CORP $5220.00%13 -26-66.7% -$1,044 减仓
BFS SAUL CTRS INC $5220.00%16 -30-65.2% -$979 减仓
WHD CACTUS INC $5220.00%11 11— $522 新建仓
SWX SOUTHWEST GAS HLDGS INC $5220.00%6 6— $522 新建仓
AIN ALBANY INTL CORP $5230.00%10 00.0% — 不变
DIN DINE BRANDS GLOBAL INC $5250.00%20 00.0% — 不变
CRBG COREBRIDGE FINL INC $5250.00%22 22— $525 新建仓
INDB INDEPENDENT BK CORP MASS $5270.00%7 00.0% — 不变
RWK INVESCO EXCH TRADED FD TR II $5280.00%4 00.0% — 不变
— TERNS PHARMACEUTICALS INC $5280.00%10 10— $528 新建仓
GAP GAP INC $5330.00%22 00.0% — 不变
EQBK EQUITY BANCSHARES INC $5330.00%12 00.0% — 不变
TRIP TRIPADVISOR INC $5330.00%50 50— $533 新建仓
ARR ARMOUR RESIDENTIAL REIT INC $5340.00%32 -47-59.5% -$784 减仓
EWBC EAST WEST BANCORP INC $5340.00%5 00.0% — 不变
TFSL TFS FINL CORP $5340.00%38 00.0% — 不变
WK WORKIVA INC $5370.00%9 9— $537 新建仓
ROG ROGERS CORP $5370.00%5 5— $537 新建仓
UHAL/B U HAUL HOLDING COMPANY $5370.00%12 12— $537 新建仓
IMXI INTERNATIONAL MONEY EXPRESS $5380.00%34 00.0% — 不变
OPCH OPTION CARE HEALTH INC $5390.00%20 -4-16.7% -$108 重新持有
IBOC INTERNATIONAL BANCSHARES COR $5390.00%8 8— $539 新建仓
RBRK RUBRIK INC. $5390.00%11 11— $539 新建仓
BFC BANK FIRST CORP $5410.00%4 00.0% — 不变
HEI HEICO CORP NEW $5490.00%2 -29-93.5% -$7,960 减仓
GRAB GRAB HOLDINGS LIMITED $5490.00%150 -360-70.6% -$1,318 减仓
EXE EXPAND ENERGY CORPORATION $5490.00%5 -9-64.3% -$988 减仓
WMS ADVANCED DRAIN SYS INC DEL $5490.00%4 00.0% — 不变
— FIRST FNDTN INC $5490.00%93 00.0% — 不变
EGO ELDORADO GOLD CORP NEW $5500.00%16 16— $550 新建仓
MNDY MONDAY COM LTD $5530.00%8 8— $553 新建仓
OPRA OPERA LTD $5570.00%39 39— $557 新建仓
WERN WERNER ENTERPRISES INC $5590.00%19 00.0% — 不变
FLR FLUOR CORP $5600.00%12 00.0% — 不变
AYI ACUITY INC $5610.00%2 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $5650.00%9 9— $565 新建仓
JRVR JAMES RIV GROUP HOLDINGS INC $5670.00%90 00.0% — 不变
NATL NCR ATLEOS CORPORATION $5670.00%13 00.0% — 不变
EBC EASTERN BANKSHARES INC $5680.00%29 -29-50.0% -$568 重新持有
JANX JANUX THERAPEUTICS INC $5700.00%41 41— $570 新建仓
VLRS CONTROLADORA VUELA COMP DE A $5720.00%79 00.0% — 不变
ACT ENACT HLDGS INC $5720.00%14 00.0% — 不变
EAT BRINKER INTL INC $5720.00%4 4— $572 新建仓
LNT ALLIANT ENERGY CORP $5750.00%8 -86-91.5% -$6,181 减仓
H HYATT HOTELS CORP $5760.00%4 00.0% — 不变
CPF CENTRAL PAC FINL CORP $5760.00%18 00.0% — 不变
TDAY USA TODAY CO INC $5790.00%82 82— $579 新建仓
ENTA ENANTA PHARMACEUTICALS INC $5810.00%46 46— $581 新建仓