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
RGR STURM RUGER & CO INC $1,1360.00%30 00.0% — 不变
— NERDY INC $1,1400.00%1,244 00.0% — 不变
ONB OLD NATL BANCORP IND $1,1400.00%44 44— $1,140 新建仓
CCC CCC INTELLIGENT SOLUTIONS HL $1,1410.00%221 221— $1,141 新建仓
LOB LIVE OAK BANCSHARES INC $1,1440.00%28 00.0% — 不变
ROG ROGERS CORP $1,1470.00%7 240.0% $328 加仓
SUPN INDIVIOR PHARMACEUTICALS INC $1,1490.00%28 28— $1,149 新建仓
PNR PENTAIR PLC $1,1500.00%15 17.1% $77 加仓
AGYS AGILYSYS INC $1,1500.00%11 11— $1,150 新建仓
WAL WESTERN ALLIANCE BANCORP $1,1510.00%14 00.0% — 不变
WSFS WSFS FINL CORP $1,1510.00%15 15— $1,151 新建仓
HPP HUDSON PACIFIC PROPERTIES IN $1,1550.00%76 00.0% — 不变
NBHC NATIONAL BK HLDGS CORP $1,1560.00%26 00.0% — 不变
NE NOBLE CORP PLC $1,1570.00%31 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $1,1570.00%47 2180.8% $517 加仓
TEM TEMPUS AI INC $1,1590.00%20 20— $1,159 新建仓
INTA INTAPP INC $1,1600.00%46 -48-51.1% -$1,210 减仓
RZLV REZOLVE AI PLC $1,1600.00%368 368— $1,160 新建仓
SB SAFE BULKERS INC $1,1620.00%184 -239-56.5% -$1,509 减仓
CHYM CHIME FINL INC $1,1680.00%57 57— $1,168 新建仓
TYL TYLER TECHNOLOGIES INC $1,1700.00%4 -1-20.0% -$292 减仓
NOMD NOMAD FOODS LTD $1,1720.00%107 -5-4.5% -$55 重新持有
HIMX HIMAX TECHNOLOGIES INC $1,1820.00%77 -38-33.0% -$583 减仓
HNRG HALLADOR ENERGY COMPANY $1,1830.00%68 00.0% — 不变
LASR NLIGHT INC $1,1840.00%17 00.0% — 不变
CART MAPLEBEAR INC $1,1840.00%25 1292.3% $568 重新持有
UGP ULTRAPAR PARTICIPACOES SA $1,1850.00%236 00.0% — 不变
CGAU CENTERRA GOLD INC $1,1900.00%75 3378.6% $524 加仓
RL RALPH LAUREN CORP $1,2050.00%3 -6-66.7% -$2,410 减仓
MT ARCELORMITTAL SA LUXEMBOURG $1,2050.00%20 13185.7% $783 加仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $1,2070.00%46 00.0% — 不变
CROX CROCS INC $1,2070.00%10 10— $1,207 新建仓
LION LIONSGATE STUDIOS CORP $1,2100.00%79 -42-34.7% -$643 减仓
BMNR BITMINE IMMERSION TECHS INC $1,2120.00%91 91— $1,212 新建仓
FIVN FIVE9 INC $1,2160.00%57 1846.2% $384 加仓
HG HAMILTON INSURANCE GROUP LTD $1,2220.00%36 00.0% — 不变
LOGI LOGITECH INTL S A $1,2230.00%13 00.0% — 不变
— WHITESTONE REIT $1,2330.00%65 -27-29.3% -$512 减仓
STLA STELLANTIS N.V $1,2350.00%215 -10-4.4% -$57 减仓
COLM COLUMBIA SPORTSWEAR CO $1,2370.00%20 00.0% — 不变
GFS GLOBALFOUNDRIES INC $1,2370.00%15 00.0% — 不变
CHWY CHEWY INC $1,2380.00%63 1634.0% $314 加仓
TNET TRINET GROUP INC $1,2380.00%25 17212.5% $842 重新持有
CTS CTS CORP $1,2390.00%19 535.7% $326 加仓
AHCO ADAPTHEALTH CORP $1,2400.00%119 00.0% — 不变
AMAL AMALGAMATED FINANCIAL CORP $1,2400.00%27 -8-22.9% -$367 减仓
— INSEEGO CORP $1,2400.00%120 00.0% — 不变
UVE UNIVERSAL INS HLDGS INC $1,2410.00%30 00.0% — 不变
PPLI PEOPLE INC $1,2470.00%27 00.0% — 不变
MTZ MASTEC INC $1,2490.00%3 3— $1,249 新建仓
CYH COMMUNITY HEALTH SYS INC NEW $1,2530.00%375 00.0% — 不变
SF STIFEL FINL CORP $1,2560.00%18 -37-67.3% -$2,582 减仓
INDB INDEPENDENT BK CORP MASS $1,2560.00%15 8114.3% $670 加仓
VSAT VIASAT INC $1,2580.00%14 14— $1,258 新建仓
— T3 DEFENSE INC $1,2580.00%7,356 7,32221,535.3% $1,252 重新持有
NWS NEWS CORP NEW $1,2630.00%45 00.0% — 不变
ABCB AMERIS BANCORP $1,2640.00%14 14— $1,264 新建仓
AVNW AVIAT NETWORKS INC $1,2660.00%57 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,2660.00%20 00.0% — 不变
OR OR ROYALTIES INC. $1,2660.00%40 40— $1,266 新建仓
PLGO PELAGOS INS CAP LTD $1,2670.00%52 52— $1,267 新建仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $1,2680.00%108 00.0% — 不变
HE HAWAIIAN ELEC INDS INC MTN B $1,2720.00%94 00.0% — 不变
CACC CREDIT ACCEP CORP MICH $1,2740.00%2 1100.0% $637 加仓
LGN LEGENCE CORP $1,2790.00%15 00.0% — 不变
AEG AEGON LTD $1,2830.00%152 2620.6% $219 加仓
UBSI UNITED BANKSHARES INC WEST V $1,2840.00%28 00.0% — 不变
PRVA PRIVIA HEALTH GROUP INC $1,2870.00%50 -113-69.3% -$2,909 减仓
NWBI NORTHWEST BANCSHARES INC $1,2890.00%85 00.0% — 不变
W WAYFAIR INC $1,2940.00%14 14— $1,294 新建仓
DCO DUCOMMUN INC DEL $1,2970.00%7 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $1,2980.00%43 1872.0% $543 加仓
— ROUNDHILL ETF TRUST $1,3020.00%40 00.0% — 不变
RGLO RUSSELL INVTS EXCHANGE TRADE $1,3020.00%40 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $1,3040.00%5 5— $1,304 新建仓
IE IVANHOE ELECTRIC INC $1,3070.00%136 00.0% — 不变
CERT CERTARA INC $1,3170.00%201 -94-31.9% -$616 减仓
MTW MANITOWOC CO INC $1,3200.00%95 00.0% — 不变
GDS GDS HLDGS LTD $1,3220.00%44 -9-17.0% -$270 减仓
RYAN RYAN SPECIALTY HOLDINGS INC $1,3220.00%35 1684.2% $604 加仓
BSBR BANCO SANTANDER BRASIL S A $1,3230.00%252 00.0% — 不变
NIC NICOLET BANKSHARES INC $1,3240.00%8 00.0% — 不变
MATV MATIV HOLDINGS INC $1,3250.00%175 00.0% — 不变
EBS EMERGENT BIOSOLUTIONS INC $1,3250.00%158 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $1,3250.00%13 00.0% — 不变
ZYME ZYMEWORKS INC $1,3340.00%51 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $1,3480.00%200 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $1,3540.00%4 -56-93.3% -$1.90万 减仓
RNST RENASANT CORP $1,3620.00%32 00.0% — 不变
TXNM TXNM ENERGY INC $1,3630.00%24 -11-31.4% -$625 减仓
PSMT PRICESMART INC $1,3680.00%7 00.0% — 不变
RPAY REPAY HLDGS CORP $1,3740.00%327 00.0% — 不变
JBSS SANFILIPPO JOHN B & SON INC $1,3760.00%16 -8-33.3% -$688 减仓
FULT FULTON FINL CORP PA $1,3790.00%57 00.0% — 不变
ESAB ESAB CORPORATION $1,3810.00%14 00.0% — 不变
OMC OMNICOM GROUP INC $1,3840.00%19 646.2% $437 加仓
VFC V F CORP $1,3850.00%83 83— $1,385 新建仓
PAGS PAGSEGURO DIGITAL LTD $1,3850.00%153 93155.0% $842 重新持有
— AMPLIFY ENERGY CORP NEW $1,3860.00%348 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $1,3860.00%24 -20-45.5% -$1,155 减仓