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
LZ LEGALZOOM COM INC $1,0320.00%182 182— $1,032 新建仓
KRYS KRYSTAL BIOTECH INC $1,0340.00%4 2100.0% $517 加仓
SITM SITIME CORP $1,0370.00%3 00.0% — 不变
— SIMULATIONS PLUS INC $1,0410.00%88 88— $1,041 新建仓
— OFFERPAD SOLUTIONS INC $1,0450.00%1,594 1,594— $1,045 新建仓
MDGL MADRIGAL PHARMACEUTICALS INC $1,0470.00%2 -1-33.3% -$524 减仓
BEKE KE HLDGS INC $1,0480.00%70 -10-12.5% -$150 减仓
FLEX FLEXTRONICS INTL LTD $1,0480.00%16 00.0% — 不变
— HUTCHMED CHINA LTD $1,0480.00%70 70— $1,048 新建仓
LRMR LARIMAR THERAPEUTICS INC $1,0490.00%233 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS I $1,0540.00%9 9— $1,054 新建仓
PSMT PRICESMART INC $1,0540.00%7 7— $1,054 新建仓
AZTA AZENTA INC $1,0570.00%50 -202-80.2% -$4,270 减仓
FIG FIGMA INC $1,0570.00%50 50— $1,057 新建仓
JXN JACKSON FINANCIAL INC $1,0580.00%10 00.0% — 不变
INVX INNOVEX INTERNATIONAL INC $1,0580.00%43 00.0% — 不变
SENEA SENECA FOODS CORP NEW $1,0580.00%7 7— $1,058 新建仓
AVTR AVANTOR INC $1,0590.00%135 96246.2% $753 重新持有
IBP INSTALLED BLDG PRODS INC $1,0610.00%4 3300.0% $796 加仓
OSIS OSI SYSTEMS INC $1,0630.00%4 00.0% — 不变
TGTX TG THERAPEUTICS INC $1,0640.00%32 32— $1,064 新建仓
— CHILDRENS PL INC NEW $1,0660.00%317 317— $1,066 新建仓
AMSF AMERISAFE INC $1,0670.00%32 13.2% $33 加仓
RWL INVESCO EXCH TRADED FD TR II $1,0690.00%9 00.0% — 不变
ZIP ZIPRECRUITER INC $1,0700.00%581 581— $1,070 新建仓
HG HAMILTON INSURANCE GROUP LTD $1,0740.00%36 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC $1,0790.00%85 00.0% — 不变
IMKTA INGLES MKTS INC $1,0790.00%12 00.0% — 不变
PPLI IAC INC $1,0810.00%27 27— $1,081 新建仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $1,0840.00%46 00.0% — 不变
— CHEGG INC $1,0840.00%1,461 1,461— $1,084 新建仓
SHBI SHORE BANCSHARES INC $1,0840.00%58 58— $1,084 新建仓
FDS FACTSET RESH SYS INC $1,0850.00%5 -31-86.1% -$6,727 减仓
BCE BCE INC $1,0860.00%43 00.0% — 不变
CX CEMEX SA EURO MTN BE 144A $1,0870.00%95 00.0% — 不变
DIOD DIODES INC $1,0930.00%16 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC $1,0950.00%21 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $1,0970.00%20 00.0% — 不变
UTL UNITIL CORP $1,0980.00%21 00.0% — 不变
ALLO ALLOGENE THERAPEUTICS INC $1,0980.00%450 00.0% — 不变
ATEC ALPHATEC HLDGS INC $1,0990.00%101 00.0% — 不变
— TREACE MED CONCEPTS INC $1,0990.00%820 820— $1,099 新建仓
THRY THRYV HLDGS INC $1,1020.00%402 402— $1,102 新建仓
CYH COMMUNITY HEALTH SYS INC NEW $1,1030.00%375 00.0% — 不变
— PULMONX CORP $1,1030.00%855 855— $1,103 新建仓
MGY MAGNOLIA OIL & GAS CORP $1,1050.00%35 -17-32.7% -$537 重新持有
SG SWEETGREEN INC $1,1060.00%213 213— $1,106 新建仓
MTW MANITOWOC CO INC $1,1070.00%95 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW $1,1080.00%74 -32-30.2% -$479 减仓
RVLV REVOLVE GROUP INC $1,1080.00%49 00.0% — 不变
HNRG HALLADOR ENERGY COMPANY $1,1080.00%68 00.0% — 不变
KE KIMBALL ELECTRONICS INC $1,1140.00%47 00.0% — 不变
DRD DRDGOLD LIMITED $1,1170.00%38 -18-32.1% -$529 减仓
QDEL QUIDELORTHO CORP $1,1180.00%68 68— $1,118 新建仓
— NEURONETICS INC $1,1240.00%775 775— $1,124 新建仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $1,1310.00%51 -73-58.9% -$1,619 减仓
— HAIN CELESTIAL GROUP INC $1,1340.00%1,624 1,007163.2% $703 重新持有
CM CANADIAN IMPERIAL BANK OF CO $1,1370.00%12 00.0% — 不变
HOS HELIX ENERGY SOLUTIONS GRP I $1,1380.00%115 00.0% — 不变
THRM GENTHERM INC $1,1390.00%41 41— $1,139 新建仓
CLSK CLEANSPARK INC $1,1410.00%134 -75-35.9% -$639 减仓
IMAX IMAX CORP $1,1410.00%30 00.0% — 不变
EZPW EZCORP INC $1,1430.00%45 00.0% — 不变
ANGI ANGI INC $1,1510.00%168 8193.1% $555 重新持有
DNN DENISON MINES CORP $1,1550.00%327 00.0% — 不变
RNST RENASANT CORP $1,1570.00%32 00.0% — 不变
CRUS CIRRUS LOGIC INC $1,1570.00%8 00.0% — 不变
FFIV F5 INC $1,1580.00%4 00.0% — 不变
RGLO RUSSELL INVTS EXCHANGE TRADE $1,1590.00%40 00.0% — 不变
AGCO AGCO CORP $1,1590.00%10 00.0% — 不变
HAFC HANMI FINL CORP $1,1600.00%44 00.0% — 不变
FULT FULTON FINL CORP PA $1,1600.00%57 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $1,1600.00%28 00.0% — 不变
LION LIONSGATE STUDIOS CORP $1,1610.00%121 00.0% — 不变
SSTK SHUTTERSTOCK INC $1,1630.00%70 00.0% — 不变
SAH SONIC AUTOMOTIVE INC $1,1660.00%17 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $1,1670.00%12 450.0% $389 加仓
BNL BROADSTONE NET LEASE INC $1,1700.00%64 00.0% — 不变
FFBC 1ST FINL BANCORP $1,1710.00%42 00.0% — 不变
— DEFINITIVE HEALTHCARE CORP $1,1710.00%952 952— $1,171 新建仓
— SAN JUAN BASIN RTY TR $1,1790.00%245 00.0% — 不变
LOGI LOGITECH INTL S A $1,1850.00%13 -7-35.0% -$638 减仓
BBAI BIGBEAR AI HLDGS INC $1,1870.00%337 00.0% — 不变
EMBJ EMBRAER S.A. $1,1870.00%20 00.0% — 不变
POST POST HLDGS INC $1,1870.00%12 7140.0% $692 加仓
ANF ABERCROMBIE & FITCH CO $1,1880.00%13 -5-27.8% -$457 减仓
NIC NICOLET BANKSHARES INC $1,1890.00%8 4100.0% $594 加仓
ACIW ACI WORLDWIDE INC $1,1900.00%29 29— $1,190 新建仓
HZO MARINEMAX INC $1,1910.00%44 00.0% — 不变
CAG CONAGRA BRANDS INC $1,1950.00%76 -381-83.4% -$5,991 减仓
BHF BRIGHTHOUSE FINL INC $1,1980.00%20 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $1,2000.00%6 00.0% — 不变
EXEL EXELIXIS INC $1,2010.00%28 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $1,2020.00%200 00.0% — 不变
RGR STURM RUGER & CO INC $1,2030.00%30 00.0% — 不变
WASH WASHINGTON TR BANCORP INC $1,2050.00%36 -36-50.0% -$1,205 减仓
EXTR EXTREME NETWORKS INC $1,2070.00%80 00.0% — 不变
PACB PACIFIC BIOSCIENCES CALIF IN $1,2110.00%917 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $1,2130.00%108 00.0% — 不变
LNTH LANTHEUS HLDGS INC $1,2140.00%16 777.8% $531 重新持有