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
AVBC AVIDIA BANCORP INC $1,3860.00%66 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $1,3860.00%179 179— $1,386 新建仓
SRCE 1ST SOURCE CORP $1,3870.00%17 888.9% $653 加仓
JHX JAMES HARDIE INDS PLC $1,3880.00%53 00.0% — 不变
BCH BANCO DE CHILE $1,3920.00%35 -8-18.6% -$318 减仓
RBA RB GLOBAL INC $1,3980.00%12 -4-25.0% -$466 减仓
THRM GENTHERM INC $1,3990.00%41 00.0% — 不变
MOS MOSAIC CO $1,3990.00%66 47247.4% $996 加仓
AUPH AURINIA PHARMACEUTICALS INC $1,4090.00%83 00.0% — 不变
PEB PEBBLEBROOK HOTEL TR $1,4170.00%73 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $1,4190.00%60 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $1,4200.00%66 -20-23.3% -$430 减仓
TPG TPG INC $1,4200.00%35 1359.1% $527 重新持有
FFBC 1ST FINL BANCORP $1,4210.00%42 00.0% — 不变
OVV OVINTIV INC $1,4220.00%27 27— $1,422 新建仓
HAFC HANMI FINL CORP $1,4260.00%44 00.0% — 不变
SUZ SUZANO S A $1,4280.00%184 184— $1,428 新建仓
CHH CHOICE HOTELS INTL INC $1,4340.00%13 00.0% — 不变
— LEXINFINTECH HLDGS LTD $1,4370.00%729 35494.4% $698 加仓
SDRL SEADRILL LTD $1,4380.00%38 00.0% — 不变
SAH SONIC AUTOMOTIVE INC $1,4420.00%17 00.0% — 不变
IBOC INTERNATIONAL BANCSHARES COR $1,4440.00%19 11137.5% $836 加仓
TDS TELEPHONE & DATA SYS INC $1,4440.00%39 39— $1,444 新建仓
PENG PENGUIN SOLUTIONS INC $1,4450.00%19 19— $1,445 新建仓
WDS WOODSIDE ENERGY GROUP LTD $1,4490.00%75 2447.1% $464 加仓
RDWR RADWARE LTD $1,4510.00%47 00.0% — 不变
PCVX VAXCYTE INC $1,4540.00%25 -69-73.4% -$4,013 减仓
ACIW ACI WORLDWIDE INC $1,4590.00%29 00.0% — 不变
FTI TECHNIPFMC PLC $1,4590.00%22 22— $1,459 新建仓
AVY AVERY DENNISON CORP $1,4620.00%9 -16-64.0% -$2,599 减仓
IVR INVESCO MORTGAGE CAPITAL INC $1,4620.00%185 5845.7% $458 加仓
SDGR SCHRODINGER INC $1,4630.00%90 00.0% — 不变
MRX MAREX GROUP PLC $1,4630.00%24 18300.0% $1,097 加仓
REI RING ENERGY INC $1,4650.00%1,356 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $1,4660.00%17 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $1,4680.00%18 9100.0% $734 加仓
GLRE GREENLIGHT CAP RE LTD $1,4730.00%91 00.0% — 不变
— CHEGG INC $1,4760.00%1,461 00.0% — 不变
BBWI BATH & BODY WORKS INC $1,4810.00%64 38146.2% $879 加仓
TGTX TG THERAPEUTICS INC $1,4840.00%27 -5-15.6% -$275 减仓
GDRX GOODRX HLDGS INC $1,4840.00%515 00.0% — 不变
GIB CGI INC $1,4860.00%23 964.3% $581 加仓
AWR AMER STATES WTR CO $1,4880.00%18 10125.0% $827 加仓
HUBG HUB GROUP INC $1,4890.00%34 00.0% — 不变
— FORRESTER RESH INC $1,4890.00%177 00.0% — 不变
CFFN CAPITOL FED FINL INC $1,4900.00%175 00.0% — 不变
SITM SITIME CORP $1,4920.00%2 -1-33.3% -$746 减仓
BG BUNGE GLOBAL SA $1,4950.00%14 8133.3% $854 加仓
BORR BORR DRILLING LTD $1,4960.00%362 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC $1,4960.00%138 89181.6% $965 重新持有
VRNS VARONIS SYS INC $1,5110.00%36 -12-25.0% -$504 重新持有
ALEC ALECTOR INC $1,5120.00%752 00.0% — 不变
— OLAPLEX HLDGS INC $1,5130.00%738 738— $1,513 新建仓
Z ZILLOW GROUP INC $1,5130.00%48 27128.6% $851 重新持有
— VIRTUS TOTAL RETURN FD INC $1,5170.00%222 00.0% — 不变
CWBC COMMUNITY WEST BANCSHARES NE $1,5320.00%57 57— $1,532 新建仓
MRP MILLROSE PPTYS INC $1,5330.00%51 00.0% — 不变
PATH UIPATH INC $1,5330.00%141 104281.1% $1,131 重新持有
ANNX ANNEXON INC $1,5360.00%269 00.0% — 不变
JXN JACKSON FINANCIAL INC $1,5360.00%15 550.0% $512 加仓
PACB PACIFIC BIOSCIENCES CALIF IN $1,5410.00%917 00.0% — 不变
— SKILLSOFT CORP $1,5440.00%298 6930.1% $358 加仓
ALHC ALIGNMENT HEALTHCARE INC $1,5480.00%65 -101-60.8% -$2,405 减仓
— HUTCHMED CHINA LTD $1,5500.00%144 74105.7% $797 加仓
PTCT PTC THERAPEUTICS INC $1,5500.00%19 10111.1% $816 加仓
UGI UGI CORP NEW $1,5550.00%45 00.0% — 不变
WRLD WORLD ACCEP CORPORATION $1,5670.00%7 00.0% — 不变
AOS SMITH A O CORP $1,5680.00%25 -18-41.9% -$1,129 减仓
UEC URANIUM ENERGY CORP $1,5680.00%147 -60-29.0% -$640 减仓
PBR PETROLEO BRASILEIRO S A $1,5680.00%97 3249.2% $517 加仓
SAIL SAILPOINT INC $1,5820.00%108 99.1% $132 加仓
THRY THRYV HLDGS INC $1,5840.00%402 00.0% — 不变
CRC CALIFORNIA RES CORP $1,5870.00%30 -14-31.8% -$741 减仓
DSGX DESCARTES SYS GROUP INC $1,5930.00%23 -21-47.7% -$1,454 减仓
FR FIRST INDL RLTY TR INC $1,5950.00%26 00.0% — 不变
INSM INSMED INC $1,6000.00%15 9150.0% $960 重新持有
CNR CORE NATURAL RESOURCES INC $1,6010.00%20 642.9% $480 加仓
RES RPC INC $1,6100.00%276 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $1,6110.00%8 -1-11.1% -$201 减仓
— SIMULATIONS PLUS INC $1,6120.00%88 00.0% — 不变
KE KIMBALL ELECTRONICS INC $1,6130.00%63 1634.0% $410 加仓
PBLS PARABILIS MEDICINES INC $1,6150.00%59 59— $1,615 新建仓
MDLN MEDLINE INC $1,6180.00%41 -4-8.9% -$158 重新持有
ENTG ENTEGRIS INC $1,6190.00%9 480.0% $720 加仓
RCI ROGERS COMMUNICATIONS INC $1,6250.00%50 30150.0% $975 加仓
NTRA NATERA INC $1,6290.00%6 3100.0% $814 加仓
UTL UNITIL CORP $1,6340.00%31 1047.6% $527 加仓
NEO NEOGENOMICS INC $1,6350.00%112 00.0% — 不变
ENS ENERSYS $1,6370.00%7 240.0% $468 加仓
OLP ONE LIBERTY PPTYS INC $1,6370.00%67 2455.8% $586 重新持有
STWD STARWOOD PPTY TR INC $1,6380.00%100 00.0% — 不变
HLLY HOLLEY INC $1,6380.00%642 15932.9% $406 加仓
— SILA REALTY TRUST INC $1,6400.00%54 29116.0% $881 加仓
BR BROADRIDGE FINL SOLUTIONS IN $1,6440.00%12 450.0% $548 加仓
SLF SUN LIFE FINANCIAL INC. $1,6470.00%21 21— $1,647 新建仓
HROW HARROW INC $1,6570.00%39 00.0% — 不变
AM ANTERO MIDSTREAM CORP $1,6610.00%73 73— $1,661 新建仓
FND FLOOR & DECOR HLDGS INC $1,6630.00%28 28— $1,663 新建仓
MXL MAXLINEAR INC $1,6650.00%13 13— $1,665 新建仓
VAL VALARIS LTD $1,6700.00%23 -15-39.5% -$1,089 减仓