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
QXO QXO INC $5830.00%30 00.0% — 不变
NTST NETSTREIT CORP $5840.00%31 31— $584 新建仓
TDW TIDEWATER INC NEW $5850.00%7 7— $585 新建仓
AN AUTONATION INC $5860.00%3 00.0% — 不变
ITUB ITAU UNIBANCO HLDG S A $5870.00%70 00.0% — 不变
ENTG ENTEGRIS INC $5870.00%5 00.0% — 不变
VSTM VERASTEM INC $5890.00%111 111— $589 新建仓
FIVN FIVE9 INC $5920.00%39 1562.5% $228 加仓
— SILA REALTY TRUST INC $5920.00%25 -15-37.5% -$355 重新持有
FSM FORTUNA MNG CORP $5960.00%60 00.0% — 不变
RELY REMITLY GLOBAL INC $5960.00%38 38— $596 新建仓
NTRA NATERA INC $6000.00%3 -4-57.1% -$800 减仓
AWR AMER STATES WTR CO $6050.00%8 -3-27.3% -$227 减仓
NTCT NETSCOUT SYS INC $6050.00%19 19— $605 新建仓
BGS B & G FOODS INC $6070.00%126 00.0% — 不变
CAMT CAMTEK LTD $6070.00%4 -1-20.0% -$152 重新持有
DCOM DIME CMNTY BANCSHARES INC $6090.00%18 00.0% — 不变
— COLUMBIA FINL INC $6130.00%35 00.0% — 不变
PTCT PTC THERAPEUTICS INC $6140.00%9 5125.0% $341 加仓
UA UNDER ARMOUR INC $6200.00%107 00.0% — 不变
OBK ORIGIN BANCORP INC $6220.00%15 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $6230.00%26 00.0% — 不变
SRCE 1ST SOURCE CORP $6230.00%9 9— $623 新建仓
QSR RESTAURANT BRANDS INTL INC $6270.00%8 00.0% — 不变
DORM DORMAN PRODS INC $6270.00%6 6— $627 新建仓
ITRI ITRON INC $6280.00%7 00.0% — 不变
OKTA OKTA INC $6300.00%8 -125-94.0% -$9,844 减仓
KTB KONTOOR BRANDS INC $6330.00%9 00.0% — 不变
EQT EQT CORP $6370.00%10 -21-67.7% -$1,338 减仓
IVT INVENTRUST PPTYS CORP $6400.00%21 21— $640 新建仓
ERO ERO COPPER CORP $6410.00%24 00.0% — 不变
CRON CRONOS GROUP INC $6410.00%255 00.0% — 不变
— GOLDEN ENTMT INC $6410.00%24 00.0% — 不变
BOKF BOK FINL CORP $6410.00%5 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $6420.00%19 -11-36.7% -$372 减仓
USFD US FOODS HLDG CORP $6460.00%7 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $6470.00%10 00.0% — 不变
WEN WENDYS CO $6480.00%93 -106-53.3% -$739 减仓
HXL HEXCEL CORP NEW $6480.00%8 00.0% — 不变
MOD MODINE MFG CO $6510.00%3 00.0% — 重新持有
DGICA DONEGAL GROUP INC $6530.00%38 38— $653 新建仓
PRSU PURSUIT ATTRACTIONS AND HOSP $6600.00%18 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $6610.00%25 00.0% — 不变
— NORTHFIELD BANCORP INC DEL $6640.00%49 00.0% — 不变
TDC TERADATA CORP DEL $6670.00%26 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $6670.00%3 00.0% — 不变
GFS GLOBALFOUNDRIES INC $6680.00%15 00.0% — 不变
CTS CTS CORP $6690.00%14 00.0% — 不变
NTES NETEASE COM INC $6720.00%6 -7-53.8% -$784 减仓
ALKS ALKERMES PLC $6720.00%19 19— $672 新建仓
GFI GOLD FIELDS LTD $6810.00%15 -18-54.5% -$817 减仓
FIVE FIVE BELOW INC $6860.00%3 00.0% — 不变
SSD SIMPSON MFG INC $6870.00%4 4— $687 新建仓
SXT SENSIENT TECHNOLOGIES CORP $6920.00%8 8— $692 新建仓
ASM AVINO SILVER & GOLD MINES LT $6960.00%110 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC $7020.00%39 00.0% — 不变
MMS MAXIMUS INC $7060.00%11 -11-50.0% -$706 减仓
REZI RESIDEO TECHNOLOGIES INC $7080.00%21 1090.9% $337 加仓
DFH DREAM FINDERS HOMES INC $7100.00%51 51— $710 新建仓
KEP KOREA ELEC PWR CORP $7130.00%50 50— $713 新建仓
HAFN HAFNIA LTD $7150.00%94 94— $715 新建仓
NTB BANK OF N T BUTTERFIELD & SO $7350.00%14 14— $735 新建仓
ALK ALASKA AIR GROUP INC $7360.00%20 -4-16.7% -$147 减仓
BLDR BUILDERS FIRSTSOURCE INC $7410.00%9 -5-35.7% -$412 减仓
KEN KENON HLDGS LTD $7420.00%9 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $7450.00%8 00.0% — 不变
— THE REAL BROKERAGE INC $7450.00%298 298— $745 新建仓
CGAU CENTERRA GOLD INC $7480.00%42 00.0% — 不变
FCFS FIRSTCASH HOLDINGS INC $7520.00%4 -1-20.0% -$188 重新持有
HTH HILLTOP HLDGS INC $7530.00%21 -26-55.3% -$932 减仓
ERIE ERIE INDTY CO $7540.00%3 3— $754 新建仓
XENE XENON PHARMACEUTICALS INC $7560.00%13 00.0% — 不变
ASIX ADVANSIX INC $7570.00%31 -24-43.6% -$586 减仓
BG BUNGE GLOBAL SA $7640.00%6 6— $764 新建仓
SFL SFL CORPORATION LTD $7670.00%71 00.0% — 不变
RCI ROGERS COMMUNICATIONS INC $7690.00%20 00.0% — 不变
ICLR ICON PLC $7750.00%7 -5-41.7% -$554 减仓
LDOS LEIDOS HOLDINGS INC $7780.00%5 -16-76.2% -$2,490 减仓
PRAA PRA GROUP INC $7880.00%45 45— $788 新建仓
ARIS ARIS MINING CORPORATION $7990.00%43 00.0% — 不变
LAW CS DISCO INC $7990.00%209 209— $799 新建仓
— KALTURA INC $8030.00%658 658— $803 新建仓
IRT INDEPENDENCE RLTY TR INC $8050.00%54 -65-54.6% -$969 减仓
CAVA CAVA GROUP INC $8090.00%10 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $8100.00%51 -8-13.6% -$127 减仓
— SOUND GROUP INC $8110.00%48 00.0% — 不变
BFST BUSINESS FIRST BANCSHARES IN $8120.00%30 30— $812 新建仓
IPI INTREPID POTASH INC $8130.00%19 00.0% — 不变
— LEXINFINTECH HLDGS LTD $8180.00%375 234166.0% $510 重新持有
ONTO ONTO INNOVATION INC $8210.00%4 00.0% — 不变
YSS YORK SPACE SYSTEMS INC $8210.00%37 37— $821 新建仓
SCHR SCHWAB STRATEGIC TR $8230.00%33 33— $823 新建仓
DOLE DOLE PLC $8290.00%58 00.0% — 不变
BCO BRINKS CO $8300.00%8 00.0% — 不变
NEO NEOGENOMICS INC $8320.00%112 112— $832 新建仓
MPB MID PENN BANCORP INC $8370.00%26 00.0% — 不变
PLMR PALOMAR HLDGS INC $8370.00%7 4133.3% $478 加仓
HCC WARRIOR MET COAL INC $8390.00%9 00.0% — 不变
NYAX NAYAX LTD $8400.00%15 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $8440.00%53 53— $844 新建仓