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
— SEABRIDGE GOLD INC $00.00%0 -3,000-100.0% -$8.50万 清仓
QLD PROSHARES TR $00.00%0 -1,086-100.0% -$6.62万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -2,232-100.0% -$5.17万 清仓
RMOP TIDAL TRUST III $00.00%0 -1,257-100.0% -$3.13万 清仓
USFR WISDOMTREE TR $00.00%0 -620-100.0% -$3.12万 清仓
TRU TRANSUNION $00.00%0 -449-100.0% -$3.11万 清仓
MQQQ INVESTMENT MANAGERS SER TR I $00.00%0 -195-100.0% -$3.07万 清仓
— ISHARES TR $00.00%0 -478-100.0% -$1.35万 清仓
CCL CARNIVAL CORP $00.00%0 -415-100.0% -$1.07万 清仓
— HOLOGIC INC $00.00%0 -120-100.0% -$9,071 清仓
CMF ISHARES TR $00.00%0 -156-100.0% -$8,871 清仓
JOBY JOBY AVIATION INC $00.00%0 -848-100.0% -$7,005 清仓
NSSC NAPCO SEC TECHNOLOGIES INC $00.00%0 -177-100.0% -$6,973 清仓
DLB DOLBY LABORATORIES INC $00.00%0 -95-100.0% -$5,706 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -30-100.0% -$5,370 清仓
— SEALED AIR CORP NEW $00.00%0 -80-100.0% -$3,364 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -200-100.0% -$3,304 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -44-100.0% -$2,956 清仓
QTWO Q2 HLDGS INC $00.00%0 -59-100.0% -$2,791 清仓
— HERITAGE COMM CORP $00.00%0 -209-100.0% -$2,609 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -80-100.0% -$2,436 清仓
— TRI POINTE HOMES INC $00.00%0 -51-100.0% -$2,384 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -10-100.0% -$2,288 清仓
FULC FULCRUM THERAPEUTICS INC $00.00%0 -283-100.0% -$2,171 清仓
APAM ARTISAN PARTNERS ASSET MGMT $00.00%0 -57-100.0% -$2,075 清仓
— FLUSHING FINL CORP $00.00%0 -131-100.0% -$2,013 清仓
LAZ LAZARD INC $00.00%0 -47-100.0% -$1,997 清仓
PIPR PIPER SANDLER COMPANIES $00.00%0 -24-100.0% -$1,838 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -55-100.0% -$1,790 清仓
— EUROPEAN WAX CTR INC $00.00%0 -305-100.0% -$1,763 清仓
BILL BILL HOLDINGS INC $00.00%0 -46-100.0% -$1,762 清仓
SAFT SAFETY INS GROUP INC $00.00%0 -24-100.0% -$1,744 清仓
ATHM AUTOHOME INC $00.00%0 -100-100.0% -$1,737 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -68-100.0% -$1,609 清仓
PJT PJT PARTNERS INC $00.00%0 -11-100.0% -$1,537 清仓
CXM SPRINKLR INC $00.00%0 -252-100.0% -$1,512 清仓
YELP YELP INC $00.00%0 -59-100.0% -$1,460 清仓
FCN FTI CONSULTING INC $00.00%0 -8-100.0% -$1,415 清仓
— CVRX INC $00.00%0 -149-100.0% -$1,410 清仓
— GRUPO AVAL ACCIONES Y VALORE $00.00%0 -318-100.0% -$1,400 清仓
DOCS DOXIMITY INC $00.00%0 -60-100.0% -$1,398 清仓
— VERIS RESIDENTIAL INC $00.00%0 -72-100.0% -$1,359 清仓
UHT UNIVERSAL HEALTH RLTY INCOME $00.00%0 -33-100.0% -$1,336 清仓
INVA INNOVIVA INC $00.00%0 -56-100.0% -$1,305 清仓
PHR PHREESIA INC $00.00%0 -154-100.0% -$1,291 清仓
PTC PTC INC $00.00%0 -9-100.0% -$1,283 清仓
— SERES THERAPEUTICS INC $00.00%0 -142-100.0% -$1,260 清仓
CWT CALIFORNIA WTR SVC GROUP $00.00%0 -27-100.0% -$1,225 清仓
ANF ABERCROMBIE & FITCH CO $00.00%0 -13-100.0% -$1,188 清仓
EMBJ EMBRAER S.A. $00.00%0 -20-100.0% -$1,187 清仓
— DEFINITIVE HEALTHCARE CORP $00.00%0 -952-100.0% -$1,171 清仓
SSTK SHUTTERSTOCK INC $00.00%0 -70-100.0% -$1,163 清仓
EZPW EZCORP INC $00.00%0 -45-100.0% -$1,143 清仓
— HAIN CELESTIAL GROUP INC $00.00%0 -1,624-100.0% -$1,134 清仓
RVLV REVOLVE GROUP INC $00.00%0 -49-100.0% -$1,108 清仓
ATEC ALPHATEC HLDGS INC $00.00%0 -101-100.0% -$1,099 清仓
CX CEMEX SA EURO MTN BE 144A $00.00%0 -95-100.0% -$1,087 清仓
RWL INVESCO EXCH TRADED FD TR II $00.00%0 -9-100.0% -$1,069 清仓
— CHILDRENS PL INC NEW $00.00%0 -317-100.0% -$1,066 清仓
IBP INSTALLED BLDG PRODS INC $00.00%0 -4-100.0% -$1,061 清仓
— OFFERPAD SOLUTIONS INC $00.00%0 -1,594-100.0% -$1,045 清仓
INSP INSPIRE MED SYS INC $00.00%0 -20-100.0% -$1,032 清仓
— NANO X IMAGING LTD $00.00%0 -452-100.0% -$1,027 清仓
TGLS TECNOGLASS INC $00.00%0 -23-100.0% -$1,025 清仓
— COTERRA ENERGY INC $00.00%0 -29-100.0% -$1,020 清仓
THFF FIRST FINANCIAL CORPORATION $00.00%0 -16-100.0% -$1,012 清仓
CNDT CONDUENT INC $00.00%0 -787-100.0% -$1,008 清仓
GSL GLOBAL SHIP LEASE INC $00.00%0 -27-100.0% -$1,006 清仓
AGNT EXP WORLD HLDGS INC $00.00%0 -167-100.0% -$1,001 清仓
— SPORTSMANS WHSE HLDGS INC $00.00%0 -709-100.0% -$1,000 清仓
MSGK MADISON SQUARE GRDN SPRT COR $00.00%0 -3-100.0% -$965 清仓
WGO WINNEBAGO INDS INC $00.00%0 -31-100.0% -$961 清仓
CWST CASELLA WASTE SYS INC $00.00%0 -12-100.0% -$953 清仓
PRCT PROCEPT BIOROBOTICS CORP $00.00%0 -38-100.0% -$951 清仓
CRML CRITICAL METALS CORP $00.00%0 -117-100.0% -$929 清仓
— COSAN S A $00.00%0 -224-100.0% -$923 清仓
MDXG MIMEDX GROUP INC $00.00%0 -233-100.0% -$921 清仓
— SYSTEM1 INC $00.00%0 -301-100.0% -$910 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -45-100.0% -$906 清仓
SPSC SPS COMM INC $00.00%0 -16-100.0% -$891 清仓
— CARTESIAN THERAPEUTICS INC $00.00%0 -144-100.0% -$886 清仓
— VERITONE INC $00.00%0 -441-100.0% -$869 清仓
CLVT CLARIVATE PLC $00.00%0 -343-100.0% -$868 清仓
ALRM ALARM COM HLDGS INC $00.00%0 -20-100.0% -$864 清仓
ESQ ESQUIRE FINL HLDGS INC $00.00%0 -8-100.0% -$860 清仓
MORN MORNINGSTAR INC $00.00%0 -5-100.0% -$846 清仓
BCO BRINKS CO $00.00%0 -8-100.0% -$830 清仓
BFST BUSINESS FIRST BANCSHARES IN $00.00%0 -30-100.0% -$812 清仓
IRT INDEPENDENCE RLTY TR INC $00.00%0 -54-100.0% -$805 清仓
— KALTURA INC $00.00%0 -658-100.0% -$803 清仓
PRAA PRA GROUP INC $00.00%0 -45-100.0% -$788 清仓
SFL SFL CORPORATION LTD $00.00%0 -71-100.0% -$767 清仓
— THE REAL BROKERAGE INC $00.00%0 -298-100.0% -$745 清仓
ACLS AXCELIS TECHNOLOGIES INC $00.00%0 -8-100.0% -$745 清仓
DGICA DONEGAL GROUP INC $00.00%0 -38-100.0% -$653 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -10-100.0% -$647 清仓
— GOLDEN ENTMT INC $00.00%0 -24-100.0% -$641 清仓
IVT INVENTRUST PPTYS CORP $00.00%0 -21-100.0% -$640 清仓
BGS B & G FOODS INC $00.00%0 -126-100.0% -$607 清仓
RELY REMITLY GLOBAL INC $00.00%0 -38-100.0% -$596 清仓