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
WDS WOODSIDE ENERGY GROUP LTD $1,2180.00%51 -101-66.4% -$2,412 减仓
PNR PENTAIR PLC $1,2200.00%14 327.3% $261 重新持有
— AVANOS MED INC $1,2210.00%87 00.0% — 不变
CWT CALIFORNIA WTR SVC GROUP $1,2250.00%27 950.0% $408 加仓
HUBG HUB GROUP INC $1,2260.00%34 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC $1,2310.00%83 00.0% — 不变
RDWR RADWARE LTD $1,2380.00%47 00.0% — 不变
MCRI MONARCH CASINO & RESORT INC $1,2430.00%13 00.0% — 不变
— NATIONAL STORAGE AFFILIATES $1,2460.00%33 -18-35.3% -$680 减仓
— ROUNDHILL ETF TRUST $1,2480.00%40 00.0% — 不变
CFFN CAPITOL FED FINL INC $1,2480.00%175 00.0% — 不变
— SERES THERAPEUTICS INC $1,2600.00%142 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $1,2660.00%7 00.0% — 不变
CHWY CHEWY INC $1,2690.00%47 29161.1% $783 加仓
PFS PROVIDENT FINL SVCS INC $1,2700.00%60 00.0% — 不变
ZYME ZYMEWORKS INC $1,2780.00%51 00.0% — 不变
SRI STONERIDGE INC $1,2800.00%265 00.0% — 不变
AVAV AEROVIRONMENT INC $1,2820.00%7 00.0% — 不变
GNW GENWORTH FINL INC $1,2830.00%158 00.0% — 不变
PTC PTC INC $1,2830.00%9 6200.0% $855 加仓
NWS NEWS CORP NEW $1,2830.00%45 45— $1,283 新建仓
AVNW AVIAT NETWORKS INC $1,2890.00%57 00.0% — 不变
PRAX PRAXIS PRECISION MEDICINES I $1,2890.00%4 4— $1,289 新建仓
RTO RENTOKIL INITIAL PLC $1,2910.00%41 00.0% — 不变
PHR PHREESIA INC $1,2910.00%154 154— $1,291 新建仓
UFCS UNITED FIRE GROUP INC $1,2980.00%35 00.0% — 不变
AVBC AVIDIA BANCORP INC $1,2990.00%66 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1,3000.00%8 -6-42.9% -$975 减仓
UGP ULTRAPAR PARTICIPACOES SA $1,3010.00%236 00.0% — 不变
INVA INNOVIVA INC $1,3050.00%56 2793.1% $629 加仓
GFF GRIFFON CORP $1,3090.00%18 18— $1,309 新建仓
SAIL SAILPOINT INC $1,3110.00%99 99— $1,311 新建仓
EBS EMERGENT BIOSOLUTIONS INC $1,3120.00%158 00.0% — 不变
FATE FATE THERAPEUTICS INC $1,3130.00%1,094 00.0% — 不变
WBTN WEBTOON ENTMT INC $1,3150.00%143 7198.6% $653 加仓
SYNA SYNAPTICS INC $1,3310.00%19 11137.5% $771 加仓
HTZ HERTZ GLOBAL HLDGS INC $1,3330.00%289 00.0% — 不变
— INSEEGO CORP $1,3350.00%120 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME $1,3360.00%33 -4-10.8% -$162 减仓
EQH EQUITABLE HLDGS INC $1,3360.00%36 1571.4% $557 加仓
MRTN MARTEN TRANS LTD $1,3400.00%102 -45-30.6% -$591 减仓
PUMP PROPETRO HLDG CORP $1,3410.00%93 00.0% — 不变
BLLN BILLIONTOONE INC $1,3420.00%17 00.0% — 不变
PL PLANET LABS PBC $1,3420.00%48 48— $1,342 新建仓
RSP INVESCO EXCHANGE TRADED FD T $1,3440.00%7 7— $1,344 新建仓
ASTE ASTEC INDS INC $1,3460.00%25 00.0% — 不变
CHH CHOICE HOTELS INTL INC $1,3460.00%13 -46-78.0% -$4,763 重新持有
PBR PETROLEO BRASILEIRO S A $1,3490.00%65 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $1,3530.00%120 67126.4% $755 加仓
UMBF UMB FINL CORP $1,3540.00%12 00.0% — 不变
ESAB ESAB CORPORATION $1,3540.00%14 14— $1,354 新建仓
— VERIS RESIDENTIAL INC $1,3590.00%72 00.0% — 不变
AMAL AMALGAMATED FINANCIAL CORP $1,3610.00%35 00.0% — 不变
LI LI AUTO INC $1,3730.00%77 3479.1% $606 加仓
HROW HARROW INC $1,3760.00%39 00.0% — 不变
— PYXIS ONCOLOGY INC $1,3770.00%943 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC $1,3920.00%16 00.0% — 不变
HE HAWAIIAN ELEC INDS INC MTN B $1,3950.00%94 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $1,3970.00%85 -28-24.8% -$460 减仓
DOCS DOXIMITY INC $1,3980.00%60 60— $1,398 新建仓
— GRUPO AVAL ACCIONES Y VALORE $1,4000.00%318 -195-38.0% -$858 减仓
J JACOBS SOLUTIONS INC $1,4010.00%11 457.1% $509 加仓
TTC TORO CO $1,4020.00%15 00.0% — 不变
NKTX NKARTA INC $1,4080.00%667 00.0% — 不变
— CVRX INC $1,4100.00%149 00.0% — 不变
AVAH AVEANNA HEALTHCARE HLDGS INC $1,4110.00%219 00.0% — 不变
DEO DIAGEO PLC $1,4150.00%19 -1-5.0% -$74 减仓
FCN FTI CONSULTING INC $1,4150.00%8 8— $1,415 新建仓
AHCO ADAPTHEALTH CORP $1,4170.00%119 00.0% — 不变
APPF APPFOLIO INC $1,4210.00%9 7350.0% $1,105 加仓
— ISHARES ETHEREUM TR $1,4250.00%90 00.0% — 不变
SANM SANMINA CORP $1,4270.00%11 -5-31.2% -$649 减仓
MRP MILLROSE PPTYS INC $1,4280.00%51 -31-37.8% -$868 减仓
MARA MARA HOLDINGS INC $1,4280.00%175 8492.3% $685 加仓
TROX TRONOX HOLDINGS PLC $1,4370.00%147 00.0% — 不变
— UNIVERSAL LOGISTICS HLDGS IN $1,4380.00%68 2974.4% $613 重新持有
SIG SIGNET JEWELERS LIMITED $1,4390.00%17 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $1,4570.00%97 00.0% — 不变
YELP YELP INC $1,4600.00%59 -36-37.9% -$891 减仓
DNLI DENALI THERAPEUTICS INC $1,4600.00%76 00.0% — 不变
WCN WASTE CONNECTIONS INC $1,4620.00%9 -110-92.4% -$1.79万 减仓
MANH MANHATTAN ASSOCIATES INC $1,4650.00%11 00.0% — 不变
CNR CORE NATURAL RESOURCES INC $1,4670.00%14 -3-17.6% -$314 减仓
— VIRTUS TOTAL RETURN FD INC $1,4700.00%222 00.0% — 不变
ECPG ENCORE CAP GROUP INC $1,4730.00%21 00.0% — 不变
— NAVIENT CORPORATION $1,4730.00%180 180— $1,473 新建仓
HLLY HOLLEY INC $1,4830.00%483 00.0% — 不变
— WHITESTONE REIT $1,4860.00%92 46100.0% $743 加仓
ANNX ANNEXON INC $1,4910.00%269 00.0% — 不变
BSBR BANCO SANTANDER BRASIL S A $1,4950.00%252 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1,4960.00%10 342.9% $449 加仓
TALO TALOS ENERGY INC $1,4980.00%95 4486.3% $694 加仓
FR FIRST INDL RLTY TR INC $1,5050.00%26 17188.9% $984 加仓
NTR NUTRIEN LTD $1,5100.00%20 00.0% — 不变
CXM SPRINKLR INC $1,5120.00%252 252— $1,512 新建仓
GDOT GREEN DOT CORP $1,5150.00%135 00.0% — 不变
NE NOBLE CORP PLC $1,5220.00%31 -122-79.7% -$5,990 减仓
MATV MATIV HOLDINGS INC $1,5230.00%175 00.0% — 不变
NCNO NCINO INC $1,5280.00%102 59137.2% $884 加仓
RBA RB GLOBAL INC $1,5340.00%16 00.0% — 不变