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
— GYRE THERAPEUTICS INC $5410.00%82 82— $541 新建仓
BCAL CALIFORNIA BANCORP $5420.00%26 26— $542 新建仓
HOMB HOME BANCSHARES INC $5430.00%19 211.8% $57 加仓
— FB BANCORP INC $5430.00%36 36— $543 新建仓
FSUN FIRSTSUN CAP BANCORP $5430.00%14 14— $543 新建仓
LAW CS DISCO INC $5450.00%144 -65-31.1% -$246 减仓
MTN VAIL RESORTS INC $5450.00%4 4— $545 新建仓
CMRE COSTAMARE INC $5470.00%39 -100-71.9% -$1,403 减仓
EXE EXPAND ENERGY CORPORATION $5480.00%6 120.0% $91 加仓
WTI W & T OFFSHORE INC $5490.00%174 174— $549 新建仓
PRK PARK NATL CORP $5490.00%3 3— $549 新建仓
APTV APTIV PLC $5530.00%9 -32-78.0% -$1,966 减仓
QXO QXO INC $5530.00%32 26.7% $35 加仓
CLBT CELLEBRITE DI LTD $5550.00%38 38— $555 新建仓
EPAM EPAM SYS INC $5560.00%7 -8-53.3% -$635 减仓
LSPD LIGHTSPEED COMMERCE INC $5560.00%53 53— $556 新建仓
IIPR INNOVATIVE INDL PPTYS INC $5580.00%9 9— $558 新建仓
EVTL VERTICAL AEROSPACE LTD $5590.00%321 -7-2.1% -$12 重新持有
CCK CROWN HLDGS INC $5600.00%5 5— $560 新建仓
S SENTINELONE INC $5610.00%33 -3-8.3% -$51 减仓
MMI MARCUS & MILLICHAP INC $5620.00%18 -18-50.0% -$562 减仓
CZWI CITIZENS CMNTY BANCORP INC M $5620.00%24 24— $562 新建仓
CRVL CORVEL CORP $5630.00%9 112.5% $63 加仓
BLKB BLACKBAUD INC $5630.00%19 19— $563 新建仓
TNGX TANGO THERAPEUTICS INC $5630.00%18 18— $563 新建仓
KRC KILROY REALTY CORP $5630.00%15 -42-73.7% -$1,576 重新持有
KFRC KFORCE INC $5640.00%12 -74-86.0% -$3,478 重新持有
NATL NCR ATLEOS CORPORATION $5650.00%13 00.0% — 不变
CEVA CEVA INC $5660.00%12 12— $566 新建仓
NP NEPTUNE INS HLDGS INC $5670.00%18 18— $567 新建仓
BFAM BRIGHT HORIZONS FAM SOL IN D $5680.00%8 8— $568 新建仓
BOW BOWHEAD SPECIALTY HLDGS INC $5690.00%19 -25-56.8% -$749 减仓
FSV FIRSTSERVICE CORP NEW $5690.00%4 133.3% $142 重新持有
CYD CHINA YUCHAI INTL LTD $5690.00%12 12— $569 新建仓
FWONK LIBERTY MEDIA CORP DEL $5710.00%6 -5-45.5% -$476 减仓
MGEE MGE ENERGY INC $5710.00%7 7— $571 新建仓
— SPRUCE POWER HOLDING CORP $5730.00%222 00.0% — 不变
LII LENNOX INTL INC $5730.00%1 00.0% — 不变
POWL POWELL INDS INC $5730.00%2 2— $573 新建仓
COKE COCA COLA CONS INC $5730.00%3 -3-50.0% -$573 重新持有
PI IMPINJ INC $5730.00%4 4— $573 新建仓
VRTS VIRTUS INVT PARTNERS INC $5740.00%4 -24-85.7% -$3,444 重新持有
VMI VALMONT INDS INC $5780.00%1 00.0% — 不变
PUBM PUBMATIC INC $5780.00%44 44— $578 新建仓
MLCO MELCO RESORTS AND ENTMNT LTD $5800.00%110 110— $580 新建仓
GRAB GRAB HOLDINGS LIMITED $5810.00%154 42.7% $15 加仓
RLAY RELAY THERAPEUTICS INC $5810.00%31 31— $581 新建仓
MIRM MIRUM PHARMACEUTICALS INC $5860.00%5 5— $586 新建仓
BFC BANK FIRST CORP $5940.00%4 00.0% — 不变
— REPOSITRAK INC $5940.00%66 34.8% $27 加仓
— RENAISSANCE CAP GREENWICH FD $5950.00%10 00.0% — 不变
VIRT VIRTU FINL INC $5960.00%10 -19-65.5% -$1,132 重新持有
— HEALTH CATALYST INC $5970.00%300 00.0% — 不变
BXP BXP INC $5970.00%9 -5-35.7% -$332 重新持有
SLM SLM CORP $5970.00%23 -14-37.8% -$363 重新持有
TTAM TITAN AMER SA $5980.00%32 32— $598 新建仓
BFS SAUL CTRS INC $5990.00%16 00.0% — 不变
BDC BELDEN INC $6000.00%5 3150.0% $360 加仓
CNOB CONNECTONE BANCORP INC $6020.00%18 00.0% — 不变
ROIV ROIVANT SCIENCES LTD $6020.00%17 17— $602 新建仓
SRRK SCHOLAR ROCK HLDG CORP $6050.00%11 11— $605 新建仓
VECO VEECO INSTRS INC DEL $6070.00%8 -39-83.0% -$2,959 减仓
MHK MOHAWK INDS INC $6070.00%5 -5-50.0% -$607 重新持有
LIF LIFE360 INC $6090.00%11 11— $609 新建仓
CNS COHEN & STEERS INC $6100.00%8 00.0% — 不变
HRB BLOCK H & R INC $6100.00%16 16— $610 新建仓
ENIC ENEL CHILE SA $6120.00%136 136— $612 新建仓
DMC DEL MONTE CORP $6150.00%22 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $6190.00%9 112.5% $69 加仓
IPI INTREPID POTASH INC $6230.00%19 00.0% — 不变
HAFN HAFNIA LTD $6250.00%94 00.0% — 不变
ADNT ADIENT PLC $6250.00%34 20142.9% $368 加仓
PK PARK HOTELS & RESORTS INC $6270.00%44 44— $627 新建仓
DHT DHT HOLDINGS INC $6290.00%38 -15-28.3% -$248 减仓
HGV HILTON GRAND VACATIONS INC $6290.00%12 00.0% — 不变
— NI HLDGS INC $6290.00%40 40— $629 新建仓
— CAPSOVISION INC $6300.00%83 83— $630 新建仓
P EVERPURE INC $6310.00%8 -8-50.0% -$631 减仓
VOYA VOYA FINANCIAL INC $6340.00%7 -30-81.1% -$2,717 减仓
LI LI AUTO INC $6340.00%54 -23-29.9% -$270 减仓
MAGN MAGNERA CORP $6350.00%54 00.0% — 不变
KMX CARMAX INC $6350.00%12 00.0% — 不变
ACT ENACT HLDGS INC $6400.00%14 00.0% — 不变
— ALPS ETF TR $6400.00%10 00.0% — 不变
ARW ARROW ELECTRS INC $6410.00%3 3— $641 新建仓
ARIS ARIS MINING CORPORATION $6420.00%43 00.0% — 不变
ERO ERO COPPER CORP $6420.00%24 00.0% — 不变
CCS CENTURY COMMUNITIES INC $6450.00%9 -30-76.9% -$2,150 减仓
MSGE MADISON SQUARE GARDEN ENTMT $6480.00%8 00.0% — 不变
SLGN SILGAN HLDGS INC $6500.00%14 14— $650 新建仓
— BYRNA TECHNOLOGIES INC $6510.00%97 97— $651 新建仓
CAMT CAMTEK LTD $6530.00%4 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $6540.00%21 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC $6550.00%289 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $6550.00%12 00.0% — 重新持有
— LANTERN PHARMA INC $6590.00%158 158— $659 新建仓
PENN PENN ENTERTAINMENT INC $6630.00%31 00.0% — 不变
UA UNDER ARMOUR INC $6660.00%107 00.0% — 不变
COMP COMPASS INC $6660.00%54 -17-23.9% -$210 减仓
ELF E L F BEAUTY INC $6660.00%9 9— $666 新建仓