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
BXSL BLACKSTONE SECD LENDING FD $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 -750-100.0% -$13.78万 清仓
VSGX VANGUARD WORLD FD $00.00%0 -1,049-100.0% -$7.51万 清仓
ALB ALBEMARLE CORP $00.00%0 -462-100.0% -$6.53万 清仓
— ISHARES TR $00.00%0 -929-100.0% -$3.96万 清仓
— ISHARES TR $00.00%0 -642-100.0% -$3.03万 清仓
FICO FAIR ISAAC CORP $00.00%0 —— — 申报中断
— ISHARES TR $00.00%0 -555-100.0% -$2.58万 清仓
MKL MARKEL GROUP INC $00.00%0 —— — 申报中断
— AMCOR PLC $00.00%0 -287-100.0% -$1.20万 清仓
PERI PERION NETWORK LTD $00.00%0 -984-100.0% -$9,427 清仓
CSGP COSTAR GROUP INC $00.00%0 —— — 申报中断
— AMPLIFY ETF TR $00.00%0 -120-100.0% -$8,942 清仓
— GLOBAL X FDS $00.00%0 -395-100.0% -$8,940 清仓
CSW CSW INDUSTRIALS INC $00.00%0 -30-100.0% -$8,806 清仓
— VENTYX BIOSCIENCES INC $00.00%0 -833-100.0% -$7,522 清仓
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 -122-100.0% -$6,660 清仓
VRP INVESCO EXCH TRADED FD TR II $00.00%0 -265-100.0% -$6,448 清仓
— TELEFONICA S A $00.00%0 -1,496-100.0% -$6,059 清仓
ENB ENBRIDGE INC $00.00%0 —— — 申报中断
— CUREVAC N V $00.00%0 -1,022-100.0% -$4,620 清仓
VRTS VIRTUS INVT PARTNERS INC $00.00%0 —— — 申报中断
RHI ROBERT HALF INC. $00.00%0 —— — 申报中断
U UNITY SOFTWARE INC $00.00%0 —— — 申报中断
— CYBERARK SOFTWARE LTD $00.00%0 -9-100.0% -$4,015 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -65-100.0% -$3,818 清仓
CUZ COUSINS PPTYS INC $00.00%0 —— — 申报中断
— TRUECAR INC $00.00%0 -1,648-100.0% -$3,725 清仓
NTGR NETGEAR INC $00.00%0 -132-100.0% -$3,238 清仓
— COMERICA INC $00.00%0 -37-100.0% -$3,217 清仓
— HILLENBRAND INC $00.00%0 -95-100.0% -$3,014 清仓
MC MOELIS & CO $00.00%0 -43-100.0% -$2,956 清仓
REYN REYNOLDS CONSUMER PRODS INC $00.00%0 -123-100.0% -$2,820 清仓
KFRC KFORCE INC $00.00%0 —— — 申报中断
— CIVITAS RESOURCES INC $00.00%0 -98-100.0% -$2,655 清仓
— CHICAGO ATLANTIC REAL ESTATE $00.00%0 —— — 申报中断
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 —— — 申报中断
CCU COMPANIA CERVECERIAS UNIDAS $00.00%0 —— — 申报中断
WMG WARNER MUSIC GROUP CORP $00.00%0 -71-100.0% -$2,178 清仓
KRC KILROY RLTY CORP $00.00%0 —— — 申报中断
DX DYNEX CAP INC $00.00%0 —— — 申报中断
MDLN MEDLINE INC $00.00%0 —— — 申报中断
JJSF J & J SNACK FOODS CORP $00.00%0 —— — 申报中断
TME TENCENT MUSIC ENTMT GROUP $00.00%0 —— — 申报中断
PDM PIEDMONT REALTY TRUST INC $00.00%0 -211-100.0% -$1,760 清仓
EVTL VERTICAL AEROSPACE LTD $00.00%0 —— — 申报中断
G GENPACT LIMITED $00.00%0 —— — 申报中断
CHE CHEMED CORP NEW $00.00%0 —— — 申报中断
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 —— — 申报中断
RGNX REGENXBIO INC $00.00%0 -113-100.0% -$1,628 清仓
BWIN THE BALDWIN INSURANCE GRP IN $00.00%0 -66-100.0% -$1,586 清仓
VRNS VARONIS SYS INC $00.00%0 —— — 申报中断
— GRAFTECH INTL LTD $00.00%0 -100-100.0% -$1,551 清仓
ESNT ESSENT GROUP LTD $00.00%0 —— — 申报中断
RPM RPM INTL INC $00.00%0 —— — 申报中断
Z ZILLOW GROUP INC $00.00%0 —— — 申报中断
— CITY OFFICE REIT INC $00.00%0 -205-100.0% -$1,433 清仓
EBF ENNIS INC $00.00%0 -79-100.0% -$1,423 清仓
TPG TPG INC $00.00%0 —— — 申报中断
NOMD NOMAD FOODS LTD $00.00%0 —— — 申报中断
RITM RITHM CAPITAL CORP $00.00%0 -126-100.0% -$1,374 清仓
SHOO MADDEN STEVEN LTD $00.00%0 -32-100.0% -$1,333 清仓
— SYNOVUS FINL CORP $00.00%0 -26-100.0% -$1,319 清仓
— CURIOSITYSTREAM INC $00.00%0 —— — 申报中断
NRDS NERDWALLET INC $00.00%0 -95-100.0% -$1,288 清仓
GOOD GLADSTONE COMMERCIAL CORP $00.00%0 —— — 申报中断
— DIAMOND HILL INVT GROUP INC $00.00%0 -7-100.0% -$1,187 清仓
ACIC AMERICAN COASTAL INS CORP $00.00%0 -93-100.0% -$1,175 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 —— — 申报中断
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断
STN STANTEC INC $00.00%0 —— — 申报中断
PGNY PROGYNY INC $00.00%0 -44-100.0% -$1,130 清仓
MEDP MEDPACE HLDGS INC $00.00%0 —— — 申报中断
— DOMO INC $00.00%0 —— — 申报中断
RDN RADIAN GROUP INC $00.00%0 -31-100.0% -$1,116 清仓
FOA FINANCE OF AMERICA COMPAN $00.00%0 -46-100.0% -$1,114 清仓
GLOB GLOBANT S A $00.00%0 —— — 申报中断
— RESOURCES CONNECTION INC $00.00%0 -219-100.0% -$1,104 清仓
GHC GRAHAM HLDGS CO $00.00%0 —— — 申报中断
AMPH AMPHASTAR PHARMACEUTICALS IN $00.00%0 -41-100.0% -$1,098 清仓
MHK MOHAWK INDS INC $00.00%0 —— — 申报中断
STEP STEPSTONE GROUP INC $00.00%0 —— — 申报中断
MKTX MARKETAXESS HLDGS INC $00.00%0 -6-100.0% -$1,088 清仓
REPL REPLIMUNE GROUP INC $00.00%0 —— — 申报中断
FLGT FULGENT GENETICS INC $00.00%0 -41-100.0% -$1,078 清仓
— MIDWESTONE FINL GROUP INC NE $00.00%0 -28-100.0% -$1,078 清仓
FSBC FIVE STAR BANCORP $00.00%0 -30-100.0% -$1,074 清仓
INMD INMODE LTD $00.00%0 —— — 申报中断
EFOR ASGN INC $00.00%0 -22-100.0% -$1,060 清仓
INSM INSMED INC $00.00%0 —— — 申报中断
RAL RALLIANT CORP $00.00%0 —— — 申报中断
— CLIPPER RLTY INC $00.00%0 -263-100.0% -$1,005 清仓
AAT AMERICAN ASSETS TR INC $00.00%0 -53-100.0% -$1,004 清仓
SLM SLM CORP $00.00%0 —— — 申报中断
CCNE CNB FINL CORP PA $00.00%0 -38-100.0% -$995 清仓
BATRK ATLANTA BRAVES HLDGS INC $00.00%0 -25-100.0% -$987 清仓
UMH UMH PPTYS INC $00.00%0 —— — 申报中断
GSBC GREAT SOUTHN BANCORP INC $00.00%0 -16-100.0% -$985 清仓
SMPL SIMPLY GOOD FOODS CO $00.00%0 -49-100.0% -$984 清仓