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
PJT PJT PARTNERS INC $1,5370.00%11 00.0% — 不变
ZS ZSCALER INC $1,5440.00%11 -58-84.1% -$8,141 减仓
RMBS RAMBUS INC DEL $1,5490.00%18 650.0% $516 加仓
PR PERMIAN RESOURCES CORP $1,5570.00%73 00.0% — 不变
XPO XPO INC $1,5570.00%8 4100.0% $778 加仓
CF CF INDUSTRIES HOLD $1,5590.00%12 6100.0% $780 加仓
AMH AMERICAN HOMES 4 RENT $1,5640.00%56 37194.7% $1,033 重新持有
GLRE GREENLIGHT CAP RE LTD $1,5740.00%91 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $1,5790.00%34 -31-47.7% -$1,440 减仓
PAYC PAYCOM SOFTWARE INC $1,5810.00%13 685.7% $730 加仓
PAX PATRIA INVESTMENTS LIMITED $1,5880.00%126 -51-28.8% -$643 减仓
CTO CTO RLTY GROWTH INC NEW $1,5910.00%86 00.0% — 不变
VECO VEECO INSTRS INC DEL $1,5920.00%47 00.0% — 不变
BCH BANCO DE CHILE $1,5930.00%43 00.0% — 不变
KRG KITE REALTY GROUP TRUST $1,5960.00%65 00.0% — 不变
STLA STELLANTIS N.V $1,5960.00%225 9066.7% $638 加仓
NDSN NORDSON CORP $1,5970.00%6 250.0% $532 加仓
SMBC SOUTHERN MO BANCORP INC $1,5990.00%25 00.0% — 不变
ILMN ILLUMINA INC $1,6030.00%13 -8-38.1% -$986 减仓
EDIT EDITAS MEDICINE INC $1,6040.00%649 00.0% — 不变
IE IVANHOE ELECTRIC INC $1,6080.00%136 00.0% — 不变
— CLEARWATER ANALYTICS HLDGS I $1,6090.00%68 -878-92.8% -$2.08万 减仓
ROKU ROKU INC $1,6090.00%17 00.0% — 不变
ALEC ALECTOR INC $1,6170.00%752 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $1,6190.00%20 -910-97.8% -$7.37万 减仓
WIX WIX COM LTD $1,6220.00%18 13260.0% $1,171 加仓
OC OWENS CORNING NEW $1,6240.00%15 17.1% $108 加仓
STRL STERLING INFRASTRUCTURE INC $1,6300.00%4 3300.0% $1,222 重新持有
OKLO OKLO INC $1,6370.00%33 -3-8.3% -$149 减仓
OGS ONE GAS INC $1,6370.00%19 00.0% — 不变
UGI UGI CORP NEW $1,6390.00%45 00.0% — 不变
PHIN PHINIA INC $1,6430.00%24 00.0% — 不变
ESTC ELASTIC N V $1,6500.00%33 1043.5% $500 加仓
PRLB PROTO LABS INC $1,6540.00%29 00.0% — 不变
SGMT SAGIMET BIOSCIENCES INC $1,6570.00%317 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $1,6570.00%19 19— $1,657 新建仓
EEFT EURONET WORLDWIDE INC $1,6600.00%25 631.6% $398 加仓
FMS FRESENIUS MEDICAL CARE AG $1,6700.00%74 -42-36.2% -$948 减仓
ARCB ARCBEST CORP $1,6730.00%17 00.0% — 不变
PVH PVH CORPORATION $1,6750.00%24 18300.0% $1,256 加仓
CERT CERTARA INC $1,6820.00%295 295— $1,682 新建仓
SIRI SIRIUSXM HOLDINGS INC $1,6850.00%73 39114.7% $900 加仓
GRAL GRAIL INC $1,7060.00%33 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $1,7120.00%5 266.7% $685 加仓
CALX CALIX INC $1,7150.00%35 00.0% — 不变
MBWM MERCANTILE BK CORP $1,7170.00%34 00.0% — 不变
CMC COMMERCIAL METALS CO $1,7210.00%28 00.0% — 不变
STWD STARWOOD PPTY TR INC $1,7220.00%100 00.0% — 不变
RKT ROCKET COS INC $1,7250.00%121 -193-61.5% -$2,751 减仓
WHR WHIRLPOOL CORP $1,7260.00%32 00.0% — 不变
SDRL SEADRILL LTD $1,7290.00%38 00.0% — 不变
ATHM AUTOHOME INC $1,7370.00%100 76316.7% $1,320 加仓
HFWA HERITAGE FINL CORP WASH $1,7420.00%67 00.0% — 不变
BMRC BANK OF MARIN BANCORP $1,7430.00%68 00.0% — 不变
SAFT SAFETY INS GROUP INC $1,7440.00%24 00.0% — 不变
PEGA PEGASYSTEMS INC $1,7450.00%41 37.9% $128 加仓
DINO HF SINCLAIR CORP $1,7470.00%28 00.0% — 不变
TTMI TTM TECHNOLOGIES INC $1,7540.00%18 -6-25.0% -$585 减仓
BILL BILL HOLDINGS INC $1,7620.00%46 2291.7% $843 加仓
— EUROPEAN WAX CTR INC $1,7630.00%305 00.0% — 不变
CARG CARGURUS INC $1,7710.00%52 1540.5% $511 加仓
NIO NIO INC $1,7730.00%294 -1-0.3% -$6 减仓
BROS DUTCH BROS INC $1,7740.00%35 35— $1,774 新建仓
UTHR UNITED THERAPEUTICS CORP DEL $1,7790.00%3 00.0% — 不变
MTCH MATCH GROUP INC NEW $1,7820.00%58 45346.2% $1,383 重新持有
DKS DICKS SPORTING GOODS INC $1,7850.00%9 480.0% $793 重新持有
WH WYNDHAM HOTELS & RESORTS INC $1,7880.00%22 11100.0% $894 加仓
VKTX VIKING THERAPEUTICS INC $1,7900.00%55 00.0% — 不变
CNA CNA FINL CORP $1,7910.00%39 39— $1,791 新建仓
LKQ LKQ CORP $1,7920.00%61 61— $1,792 新建仓
SIMO SILICON MOTION TECHNOLOGY CO $1,7970.00%16 -11-40.7% -$1,235 减仓
ZBIO ZENAS BIOPHARMA INC $1,7990.00%92 2537.3% $489 加仓
MZTI MARZETTI COMPANY $1,7990.00%13 330.0% $415 加仓
NEOG NEOGEN CORP $1,8030.00%194 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $1,8150.00%9 -6-40.0% -$1,210 减仓
RUN SUNRUN INC $1,8180.00%134 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $1,8380.00%16 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $1,8380.00%24 21700.0% $1,608 加仓
TXT TEXTRON INC $1,8390.00%21 975.0% $788 加仓
KRMN KARMAN HLDGS INC $1,8420.00%23 00.0% — 不变
ACI ALBERTSONS COS INC $1,8580.00%109 64142.2% $1,091 加仓
NHI NATIONAL HEALTH INVS INC $1,8600.00%23 00.0% — 不变
AMRC AMERESCO INC $1,8620.00%73 00.0% — 不变
RRX REGAL REXNORD CORPORATION $1,8730.00%10 00.0% — 不变
AVPT AVEPOINT INC $1,8830.00%198 161435.1% $1,531 加仓
VIPS VIPSHOP HLDGS LTD $1,8870.00%120 -2-1.6% -$31 减仓
GMED GLOBUS MED INC $1,8960.00%22 1083.3% $862 加仓
CAR AVIS BUDGET GROUP INC $1,8970.00%13 00.0% — 不变
YETI YETI HLDGS INC $1,9030.00%52 2379.3% $842 加仓
JBSS SANFILIPPO JOHN B & SON INC $1,9040.00%24 850.0% $635 加仓
PKG PACKAGING CORP AMER $1,9100.00%9 -1-10.0% -$212 减仓
NEU NEWMARKET CORP $1,9230.00%3 2200.0% $1,282 加仓
VNO VORNADO RLTY TR $1,9240.00%74 47174.1% $1,222 加仓
SJM SMUCKER J M CO $1,9290.00%20 642.9% $579 加仓
TENB TENABLE HLDGS INC $1,9290.00%114 95500.0% $1,608 加仓
— WEBSTER FINL CORP $1,9440.00%28 19211.1% $1,319 加仓
EPR EPR PPTYS $1,9490.00%39 1350.0% $650 加仓
KOF COCA-COLA FEMSA SAB DE CV $1,9510.00%20 00.0% — 不变
BURL BURLINGTON STORES INC $1,9530.00%6 6— $1,953 新建仓
RES RPC INC $1,9550.00%276 00.0% — 不变