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
NWPX NWPX INFRASTRUCTURE INC $9000.00%6 6— $900 新建仓
PLXS PLEXUS CORP $9030.00%3 3— $903 新建仓
MPB MID PENN BANCORP INC $9060.00%26 00.0% — 不变
ARR ARMOUR RESIDENTIAL REIT INC $9080.00%52 2062.5% $349 加仓
PBF PBF ENERGY INC $9110.00%20 00.0% — 不变
YSS YORK SPACE SYSTEMS INC $9110.00%37 00.0% — 不变
HRTG HERITAGE INSURANCE HLDGS INC $9130.00%35 00.0% — 不变
B BARRICK MNG CORP $9190.00%25 25— $919 新建仓
TROX TRONOX HOLDINGS PLC $9270.00%147 00.0% — 不变
GTY GETTY RLTY CORP NEW $9350.00%28 28— $935 新建仓
ALLO ALLOGENE THERAPEUTICS INC $9360.00%450 00.0% — 不变
TV GRUPO TELEVISA S A B $9380.00%346 00.0% — 不变
FLY FIREFLY AEROSPACE INC $9410.00%32 32— $941 新建仓
VIPS VIPSHOP HLDGS LTD $9420.00%71 -49-40.8% -$650 减仓
LXEO LEXEO THERAPEUTICS INC $9450.00%203 203— $945 新建仓
GLNG GOLAR LNG LTD $9470.00%19 12171.4% $598 加仓
INGR INGREDION INC $9480.00%10 6150.0% $569 加仓
BTQ BTQ TECHNOLOGIES CORP $9490.00%176 176— $949 新建仓
PHG KONINKLIJKE PHILIPS N V $9520.00%35 00.0% — 不变
KEX KIRBY CORP $9520.00%7 00.0% — 不变
VIST VISTA ENERGY S.A.B. DE C.V. $9570.00%15 9150.0% $574 加仓
BFLY BUTTERFLY NETWORK INC $9600.00%114 114— $960 新建仓
UWMC UWM HOLDINGS CORPORATION $9600.00%419 419— $960 新建仓
LTC LTC PPTYS INC $9620.00%25 -2-7.4% -$77 减仓
FRMI FERMI INC $9620.00%105 105— $962 新建仓
— SMX SEC MATTERS PLC $9650.00%72 72— $965 新建仓
IDMO INVESCO EXCH TRADED FD TR II $9670.00%16 16— $967 新建仓
CLF CLEVELAND-CLIFFS INC NEW $9680.00%103 55114.6% $517 加仓
BILI BILIBILI INC $9710.00%57 -43-43.0% -$733 减仓
WNC WABASH NATL CORP $9720.00%72 72— $972 新建仓
HAE HAEMONETICS CORP MASS $9750.00%13 13— $975 新建仓
MAN MANPOWERGROUP INC WIS $9800.00%29 18163.6% $608 加仓
NYAX NAYAX LTD $9830.00%15 00.0% — 不变
BL BLACKLINE INC $9830.00%35 27337.5% $758 加仓
ORC ORCHID IS CAP INC $9830.00%141 129.3% $84 重新持有
JBGS JBG SMITH PPTYS $9830.00%67 67— $983 新建仓
DKNG DRAFTKINGS INC NEW $9860.00%39 618.2% $152 重新持有
SXT SENSIENT TECHNOLOGIES CORP $9870.00%8 00.0% — 不变
CSGP COSTAR GROUP INC $9920.00%35 -105-75.0% -$2,976 重新持有
ALCO ALICO INC $9930.00%24 24— $993 新建仓
ALKS ALKERMES PLC $9960.00%19 00.0% — 不变
DNN DENISON MINES CORP $1,0010.00%327 00.0% — 不变
MYRG MYR GROUP INC $1,0010.00%2 2— $1,001 新建仓
OGS ONE GAS INC $1,0020.00%13 -6-31.6% -$462 减仓
VSXY VICTORIAS SECRET AND CO $1,0020.00%12 12— $1,002 新建仓
HOS HELIX ENERGY SOLUTIONS GRP I $1,0060.00%115 00.0% — 不变
MGNI MAGNITE INC $1,0060.00%53 33165.0% $626 重新持有
— UNIVERSAL LOGISTICS HLDGS IN $1,0070.00%68 00.0% — 不变
— NEURONETICS INC $1,0080.00%775 00.0% — 不变
PRSU PURSUIT ATTRACTIONS AND HOSP $1,0080.00%18 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $1,0110.00%10 -19-65.5% -$1,921 减仓
MPT MEDICAL PROPERTIES TRUST INC $1,0120.00%219 00.0% — 不变
OBE OBSIDIAN ENERGY LTD $1,0170.00%125 125— $1,017 新建仓
BWX SPDR SERIES TRUST $1,0190.00%47 00.0% — 不变
ULS UL SOLUTIONS INC $1,0190.00%10 10— $1,019 新建仓
IQ IQIYI INC $1,0190.00%979 567137.6% $590 重新持有
ETOR ETORO GROUP LTD $1,0270.00%26 26— $1,027 新建仓
RAL RALLIANT CORP $1,0310.00%14 -6-30.0% -$442 重新持有
MIDD MIDDLEBY CORP $1,0330.00%6 6— $1,033 新建仓
HUT HUT 8 CORP $1,0400.00%9 -2-18.2% -$231 重新持有
— CUE BIOPHARMA INC $1,0420.00%33 33— $1,042 新建仓
NCNO NCINO INC $1,0470.00%64 -38-37.3% -$622 减仓
TTD THE TRADE DESK INC $1,0490.00%58 -80-58.0% -$1,447 减仓
FVRR FIVERR INTL LTD $1,0530.00%102 00.0% — 不变
LKQ LKQ CORP $1,0540.00%40 -21-34.4% -$553 减仓
ITUB ITAU UNIBANCO HLDG S A $1,0540.00%129 5984.3% $482 加仓
CAMP CAMP4 THERAPEUTICS CORP $1,0580.00%242 242— $1,058 新建仓
CHEF CHEFS WHSE INC $1,0580.00%11 11— $1,058 新建仓
MEDP MEDPACE HLDGS INC $1,0600.00%2 00.0% — 重新持有
LECO LINCOLN ELEC HLDGS INC $1,0630.00%4 -27-87.1% -$7,175 减仓
— PLDT INC $1,0690.00%61 -200-76.6% -$3,505 减仓
IJK ISHARES TR $1,0700.00%9 00.0% — 不变
KEN KENON HLDGS LTD $1,0700.00%16 777.8% $468 加仓
— ISHARES ETHEREUM TR $1,0710.00%90 00.0% — 不变
SYBT STOCK YDS BANCORP INC $1,0710.00%14 00.0% — 不变
BDN BRANDYWINE RLTY TR $1,0720.00%338 338— $1,072 新建仓
INVX INNOVEX INTERNATIONAL INC $1,0760.00%43 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $1,0760.00%60 917.6% $161 加仓
WHD CACTUS INC $1,0760.00%21 1090.9% $512 加仓
FIVE FIVE BELOW INC $1,0790.00%6 3100.0% $540 加仓
FCFS FIRSTCASH HOLDINGS INC $1,0820.00%5 125.0% $216 加仓
OKTA OKTA INC $1,0920.00%8 00.0% — 不变
RGEN REPLIGEN CORP $1,0920.00%8 8— $1,092 新建仓
VGNT VERSIGENT PLC $1,0930.00%26 26— $1,093 新建仓
CAVA CAVA GROUP INC $1,0990.00%14 440.0% $314 加仓
VIOO VANGUARD ADMIRAL FDS INC $1,1010.00%8 00.0% — 不变
UPB UPSTREAM BIO INC $1,1080.00%160 160— $1,108 新建仓
NMIH NMI HLDGS INC $1,1100.00%27 27— $1,110 新建仓
RDNT RADNET INC $1,1110.00%18 -18-50.0% -$1,111 减仓
— PULMONX CORP $1,1120.00%855 00.0% — 不变
LZ LEGALZOOM COM INC $1,1160.00%182 00.0% — 不变
REG REGENCY CTRS CORP $1,1170.00%14 -13-48.1% -$1,037 减仓
MGA MAGNA INTL INC $1,1170.00%17 17— $1,117 新建仓
— BRT APARTMENTS CORP $1,1230.00%73 73— $1,123 新建仓
CRCL CIRCLE INTERNET GROUP INC $1,1280.00%18 880.0% $501 加仓
WOR WORTHINGTON ENTERPRISES INC $1,1290.00%21 00.0% — 不变
BBNX BETA BIONICS INC $1,1290.00%72 72— $1,129 新建仓
ZS ZSCALER INC $1,1300.00%8 -3-27.3% -$424 减仓
NPO ENPRO INC $1,1310.00%3 3— $1,131 新建仓
SMTC SEMTECH CORP $1,1330.00%7 116.7% $162 重新持有