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
MTH MERITAGE HOMES CORP $6710.00%8 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $6710.00%30 23328.6% $514 加仓
EAT BRINKER INTL INC $6720.00%4 00.0% — 不变
DFH DREAM FINDERS HOMES INC $6740.00%39 -12-23.5% -$207 减仓
TFSL TFS FINL CORP $6740.00%38 00.0% — 不变
DORM DORMAN PRODS INC $6830.00%5 -1-16.7% -$137 减仓
CDNA CAREDX INC $6840.00%24 24— $684 新建仓
SEZL SEZZLE INC $6870.00%4 4— $687 新建仓
CPF CENTRAL PAC FINL CORP $6880.00%18 00.0% — 不变
AZTA AZENTA INC $6900.00%27 -23-46.0% -$588 减仓
UHAL/B U HAUL HOLDING COMPANY $6930.00%12 00.0% — 不变
TH TARGET HOSPITALITY CORP $6930.00%34 34— $693 新建仓
STRZ STARZ ENTERTAINMENT CORP. $6930.00%24 24— $693 新建仓
STNE STONECO LTD $6940.00%64 47276.5% $510 加仓
NTLA INTELLIA THERAPEUTICS INC $6940.00%41 41— $694 新建仓
BOKF BOK FINL CORP $6950.00%5 00.0% — 不变
GLBE GLOBAL E ONLINE LTD $6950.00%20 12150.0% $417 重新持有
HOFT HOOKER FURNISHINGS CORPORATI $6960.00%39 39— $696 新建仓
PFSI PENNYMAC FINL SVCS INC NEW $6970.00%8 -9-52.9% -$784 重新持有
ALGM ALLEGRO MICROSYSTEMS INC $6970.00%10 10— $697 新建仓
ASM AVINO SILVER & GOLD MINES LT $6980.00%110 00.0% — 不变
CCB COASTAL FINL CORP WA $6980.00%9 480.0% $310 重新持有
FTH FAETH THERAPEUTICS INC $7000.00%28 28— $700 新建仓
OPLN OPENLANE INC $7020.00%17 -14-45.2% -$578 减仓
PAX PATRIA INVESTMENTS LIMITED $7030.00%64 -62-49.2% -$681 减仓
HAPN HAPPEN INC $7060.00%34 34— $706 新建仓
CRON CRONOS GROUP INC $7090.00%255 00.0% — 不变
LRMR LARIMAR THERAPEUTICS INC $7110.00%233 00.0% — 不变
BY BYLINE BANCORP INC $7160.00%19 -46-70.8% -$1,733 减仓
DIN DINE BRANDS GLOBAL INC $7180.00%20 00.0% — 不变
CVE CENOVUS ENERGY INC $7200.00%29 29— $720 新建仓
BEAM BEAM THERAPEUTICS INC $7210.00%21 21— $721 新建仓
— NORTHFIELD BANCORP INC DEL $7220.00%49 00.0% — 不变
WSC WILLSCOT HLDGS CORP $7240.00%25 21525.0% $608 加仓
HCC WARRIOR MET COAL INC $7310.00%9 00.0% — 不变
ASST STRIVE INC $7310.00%67 67— $731 新建仓
DCOM DIME COML BANCSHARES INC $7320.00%18 00.0% — 不变
GTLB GITLAB INC $7330.00%24 00.0% — 不变
KKR KKR & CO INC $7350.00%8 -38-82.6% -$3,491 减仓
SPXC SPX TECHNOLOGIES INC $7360.00%3 -3-50.0% -$736 减仓
QDEL QUIDELORTHO CORP $7360.00%42 -26-38.2% -$456 减仓
NIO NIO INC $7390.00%146 -148-50.3% -$749 减仓
VLRS CONTROLADORA VUELA COMP DE A $7410.00%79 00.0% — 不变
— COLUMBIA FINL INC $7430.00%35 00.0% — 不变
IXC ISHARES TR $7440.00%15 00.0% — 不变
AIN ALBANY INTL CORP $7450.00%10 00.0% — 不变
KREF KKR REAL ESTATE FIN TR INC $7460.00%109 109— $746 新建仓
DAVE DAVE INC $7460.00%2 2— $746 新建仓
KTB KONTOOR BRANDS INC $7510.00%9 00.0% — 不变
KBH KB HOME $7520.00%12 12— $752 新建仓
FER FERROVIAL NV $7550.00%11 583.3% $343 加仓
VICR VICOR CORP $7600.00%2 2— $760 新建仓
NASA TEMA ETF TRUST $7600.00%25 25— $760 新建仓
EVER EVERQUOTE INC $7620.00%32 32— $762 新建仓
FENI FIDELITY COVINGTON TRUST $7630.00%19 19— $763 新建仓
— LIBERTY BROADBAND CORP $7650.00%23 17283.3% $565 加仓
AMBA AMBARELLA INC $7730.00%9 9— $773 新建仓
H HYATT HOTELS CORP $7760.00%4 00.0% — 不变
HOG HARLEY DAVIDSON INC $7810.00%32 21190.9% $513 加仓
CE CELANESE CORP DEL $7820.00%17 541.7% $230 重新持有
XENE XENON PHARMACEUTICALS INC $7850.00%13 00.0% — 不变
— SAN JUAN BASIN RTY TR $7870.00%245 00.0% — 不变
GLXY GALAXY DIGITAL INC. $7930.00%29 29— $793 新建仓
DOLE DOLE PLC $7960.00%58 00.0% — 不变
— FOLD HLDGS INC $7960.00%1,754 1,754— $796 新建仓
— APOGEE THERAPEUTICS INC $7970.00%6 6— $797 新建仓
HXL HEXCEL CORP NEW $8010.00%8 00.0% — 不变
KYMR KYMERA THERAPEUTICS INC $8030.00%7 7— $803 新建仓
METC RAMACO RES INC $8080.00%61 00.0% — 不变
DRD DRDGOLD LIMITED $8100.00%38 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $8140.00%33 00.0% — 不变
SITC SITE CTRS CORP $8140.00%205 121144.0% $480 加仓
HTH HILLTOP HLDGS INC $8150.00%21 00.0% — 不变
ALG ALAMO GROUP INC $8230.00%5 5— $823 新建仓
NAVN NAVAN INC $8240.00%36 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $8240.00%8 8— $824 新建仓
— AIRSHIP AI HLDGS INC $8250.00%345 345— $825 新建仓
NTCT NETSCOUT SYS INC $8280.00%19 00.0% — 不变
LGIH LGI HOMES INC $8280.00%13 685.7% $382 加仓
WERN WERNER ENTERPRISES INC $8290.00%19 00.0% — 不变
— WW INTL INC $8310.00%52 52— $831 新建仓
NTB BANK OF N T BUTTERFIELD & SO $8330.00%14 00.0% — 不变
MARA MARA HOLDINGS INC $8340.00%60 -115-65.7% -$1,598 减仓
MOG/A MOOG INC $8480.00%2 -1-33.3% -$424 减仓
CVLT COMMVAULT SYS INC $8510.00%6 120.0% $142 加仓
QTRX QUANTERIX CORP $8560.00%198 198— $856 新建仓
— SUPERX AI TECHNOLOGY LTD $8560.00%107 107— $856 新建仓
MANE VERADERMICS INC $8610.00%7 7— $861 新建仓
OLED UNIVERSAL DISPLAY CORP $8660.00%10 10— $866 新建仓
ENB ENBRIDGE INC $8680.00%16 -84-84.0% -$4,557 重新持有
SENEA SENECA FOODS CORP NEW $8700.00%5 -2-28.6% -$348 减仓
OSIS OSI SYSTEMS INC $8750.00%4 00.0% — 不变
QCRH QCR HLDGS INC $8770.00%9 350.0% $292 加仓
NVTS NAVITAS SEMICONDUCTOR CORP $8790.00%49 49— $879 新建仓
J JACOBS SOLUTIONS INC $8820.00%7 -4-36.4% -$504 减仓
— SUNPOWER INC $8820.00%1,282 1,282— $882 新建仓
CALM CAL MAINE FOODS INC $8870.00%11 6120.0% $484 加仓
CNK CINEMARK HLDGS INC $8890.00%28 28— $889 新建仓
RPM RPM INTL INC $8900.00%8 -6-42.9% -$668 重新持有
MGY MAGNOLIA OIL & GAS CORP $8960.00%35 00.0% — 不变