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
MORN MORNINGSTAR INC $8460.00%5 -11-68.8% -$1,861 减仓
VAC MARRIOTT VACATIONS WORLDWIDE $8470.00%13 00.0% — 不变
LGN LEGENCE CORP $8470.00%15 00.0% — 不变
RPAY REPAY HLDGS CORP $8510.00%327 327— $851 新建仓
DCO DUCOMMUN INC DEL $8540.00%7 00.0% — 不变
COTY COTY INC $8590.00%427 427— $859 新建仓
ESQ ESQUIRE FINL HLDGS INC $8600.00%8 00.0% — 不变
ALRM ALARM COM HLDGS INC $8640.00%20 20— $864 新建仓
CLVT CLARIVATE PLC $8680.00%343 343— $868 新建仓
LEN LENNAR CORP $8690.00%10 -96-90.6% -$8,342 减仓
— VERITONE INC $8690.00%441 00.0% — 不变
ENS ENERSYS $8690.00%5 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $8710.00%3 00.0% — 不变
IXC ISHARES TR $8720.00%15 -154-91.1% -$8,953 减仓
WTW WILLIS TOWERS WATSON PLC LTD $8730.00%3 -4-57.1% -$1,164 减仓
MOG/A MOOG INC $8780.00%3 00.0% — 不变
DMC FRESH DEL MONTE PRODUCE INC $8860.00%22 00.0% — 不变
— CARTESIAN THERAPEUTICS INC $8860.00%144 144— $886 新建仓
SPSC SPS COMM INC $8910.00%16 16.7% $56 加仓
EFX EQUIFAX INC $9010.00%5 -39-88.6% -$7,028 减仓
OPLN OPENLANE INC $9040.00%31 00.0% — 不变
— KALVISTA PHARMACEUTICALS INC $9060.00%45 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $9060.00%115 63121.2% $496 加仓
CPNG COUPANG INC $9070.00%48 2071.4% $378 加仓
— SYSTEM1 INC $9100.00%301 301— $910 新建仓
— SPRUCE POWER HOLDING CORP $9110.00%222 00.0% — 不变
AAON AAON INC $9110.00%11 11— $911 新建仓
AEG AEGON LTD $9150.00%126 -94-42.7% -$683 减仓
IJK ISHARES TR $9150.00%9 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $9180.00%22 22— $918 新建仓
HRTG HERITAGE INSURANCE HLDGS INC $9190.00%35 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $9190.00%8 00.0% — 不变
MDXG MIMEDX GROUP INC $9210.00%233 233— $921 新建仓
PEB PEBBLEBROOK HOTEL TR $9220.00%73 00.0% — 不变
KHC KRAFT HEINZ CO $9230.00%41 1346.4% $293 加仓
— COSAN S A $9230.00%224 10994.8% $449 加仓
LOB LIVE OAK BANCSHARES INC $9260.00%28 00.0% — 不变
CRML CRITICAL METALS CORP $9290.00%117 -118-50.2% -$937 减仓
SYBT STOCK YDS BANCORP INC $9290.00%14 00.0% — 不变
KEX KIRBY CORP $9310.00%7 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $9350.00%7 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $9360.00%11 -10-47.6% -$851 减仓
METC RAMACO RES INC $9440.00%61 00.0% — 不变
P EVERPURE INC $9450.00%16 433.3% $236 加仓
WRLD WORLD ACCEP CORPORATION $9460.00%7 -1-12.5% -$135 减仓
RNW RENEW ENERGY GLOBAL PLC $9490.00%207 -481-69.9% -$2,205 减仓
PRCT PROCEPT BIOROBOTICS CORP $9510.00%38 1352.0% $325 加仓
CWST CASELLA WASTE SYS INC $9530.00%12 -22-64.7% -$1,747 减仓
PBF PBF ENERGY INC $9530.00%20 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $9550.00%10 10— $955 新建仓
MMI MARCUS & MILLICHAP INC $9580.00%36 36— $958 新建仓
PHG KONINKLIJKE PHILIPS N V $9590.00%35 00.0% — 不变
WGO WINNEBAGO INDS INC $9610.00%31 00.0% — 不变
RLX RLX TECHNOLOGY INC $9620.00%437 437— $962 新建仓
MSGK MADISON SQUARE GRDN SPRT COR $9650.00%3 00.0% — 不变
DHT DHT HOLDINGS INC $9690.00%53 00.0% — 不变
BRZE BRAZE INC $9690.00%41 41— $969 新建仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $9700.00%26 418.2% $149 加仓
LASR NLIGHT INC $9700.00%17 -10-37.0% -$571 减仓
WTFC WINTRUST FINL CORP $9730.00%7 00.0% — 不变
CPT CAMDEN PPTY TR $9770.00%10 -19-65.5% -$1,856 减仓
AGO ASSURED GUARANTY LTD $9780.00%12 00.0% — 重新持有
OMC OMNICOM GROUP INC $9800.00%13 -25-65.8% -$1,885 减仓
DGX QUEST DIAGNOSTICS INC $9800.00%5 266.7% $392 加仓
— SKILLSOFT CORP $9830.00%229 229— $983 新建仓
DUOL DUOLINGO INC $9860.00%10 10— $986 新建仓
BOW BOWHEAD SPECIALTY HLDGS INC $9870.00%44 -68-60.7% -$1,525 减仓
MUSA MURPHY USA INC $9880.00%2 2— $988 新建仓
WAL WESTERN ALLIANCE BANCORP $9920.00%14 -13-48.1% -$921 减仓
LEGN LEGEND BIOTECH CORP $9950.00%55 55— $995 新建仓
— AMERICAN WELL CORP $9950.00%189 189— $995 新建仓
POWI POWER INTEGRATIONS INC $9960.00%19 00.0% — 不变
— SPORTSMANS WHSE HLDGS INC $1,0000.00%709 34896.4% $491 加仓
AGNT EXP WORLD HLDGS INC $1,0010.00%167 167— $1,001 新建仓
— FORRESTER RESH INC $1,0020.00%177 177— $1,002 新建仓
JHX JAMES HARDIE INDS PLC $1,0040.00%53 00.0% — 不变
LTC LTC PPTYS INC $1,0040.00%27 00.0% — 不变
YORW YORK WTR CO $1,0050.00%33 310.0% $91 加仓
CLOV CLOVER HEALTH INVESTMENTS CO $1,0050.00%571 571— $1,005 新建仓
GSL GLOBAL SHIP LEASE INC $1,0060.00%27 00.0% — 不变
TV GRUPO TELEVISA S A B $1,0070.00%346 00.0% — 不变
CNDT CONDUENT INC $1,0080.00%787 787— $1,008 新建仓
GDRX GOODRX HLDGS INC $1,0100.00%515 515— $1,010 新建仓
THFF FIRST FINANCIAL CORPORATION $1,0120.00%16 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $1,0140.00%219 00.0% — 不变
— NERDY INC $1,0160.00%1,244 1,244— $1,016 新建仓
NBHC NATIONAL BK HLDGS CORP $1,0190.00%26 1285.7% $470 加仓
— COTERRA ENERGY INC $1,0200.00%29 -349-92.3% -$1.23万 减仓
ALLY ALLY FINL INC $1,0200.00%26 13100.0% $510 加仓
FVRR FIVERR INTL LTD $1,0230.00%102 102— $1,023 新建仓
SDGR SCHRODINGER INC $1,0230.00%90 90— $1,023 新建仓
GIB CGI INC $1,0240.00%14 -4-22.2% -$293 减仓
UVE UNIVERSAL INS HLDGS INC $1,0250.00%30 00.0% — 不变
TGLS TECNOGLASS INC $1,0250.00%23 23— $1,025 新建仓
WMK WEIS MKTS INC $1,0260.00%15 15— $1,026 新建仓
IVR INVESCO MORTGAGE CAPITAL INC $1,0270.00%127 127— $1,027 新建仓
— NANO X IMAGING LTD $1,0270.00%452 452— $1,027 新建仓
DOCN DIGITALOCEAN HLDGS INC $1,0300.00%12 -4-25.0% -$343 减仓
BWX SPDR SERIES TRUST $1,0320.00%47 00.0% — 不变
INSP INSPIRE MED SYS INC $1,0320.00%20 20— $1,032 新建仓