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
JOBY JOBY AVIATION INC $7,0050.00%848 729.3% $595 加仓
NSSC NAPCO SEC TECHNOLOGIES INC $6,9730.00%177 2314.9% $906 加仓
JD JD.COM INC $6,9700.00%236 124110.7% $3,662 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $6,9650.00%96 -86-47.3% -$6,239 减仓
TROW PRICE T ROWE GROUP INC $6,9410.00%77 913.2% $811 加仓
POR PORTLAND GEN ELEC CO $6,9130.00%131 3232.3% $1,689 加仓
RWO SPDR INDEX SHS FDS $6,9120.00%151 00.0% — 不变
FNB F N B CORP $6,8720.00%411 3801,225.8% $6,354 加仓
ROK ROCKWELL AUTOMATION INC $6,8190.00%19 -29-60.4% -$1.04万 减仓
RIO RIO TINTO PLC $6,8110.00%73 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $6,8070.00%111 1212.1% $736 加仓
AXS AXIS CAP HLDGS LTD $6,7950.00%67 57570.0% $5,781 加仓
DLTR DOLLAR TREE INC $6,7900.00%62 23.3% $219 加仓
AVDE AMERICAN CENTY ETF TR $6,7880.00%80 1014.3% $848 加仓
GGG GRACO INC $6,7720.00%80 3060.0% $2,540 加仓
ARKB ARK 21SHARES BITCOIN ETF $6,7470.00%300 00.0% — 不变
WULF TERAWULF INC $6,7270.00%466 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $6,6800.00%94 2230.6% $1,563 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $6,6560.00%337 20.6% $40 加仓
— JANUS HENDERSON GROUP PLC $6,6270.00%129 4146.6% $2,106 加仓
— RBB FD INC $6,5960.00%233 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $6,5640.00%351 00.0% — 不变
BVN COMPANIA DE MINAS BUENAVENTU $6,5600.00%182 00.0% — 不变
NTRS NORTHERN TR CORP $6,5600.00%47 1651.6% $2,233 加仓
UNF UNIFIRST CORP MASS $6,5420.00%26 00.0% — 不变
WDAY WORKDAY INC $6,4960.00%50 -52-51.0% -$6,756 减仓
NI NISOURCE INC $6,4860.00%139 4852.7% $2,240 加仓
CP CANADIAN PACIFIC KANSAS CITY $6,4520.00%82 00.0% — 不变
VLY VALLEY NATL BANCORP $6,4230.00%523 00.0% — 不变
TU TELUS CORPORATION $6,4150.00%500 00.0% — 不变
JLL JONES LANG LASALLE INC $6,3910.00%21 750.0% $2,130 加仓
HLN HALEON PLC $6,3860.00%638 457.6% $450 加仓
THO THOR INDS INC $6,3120.00%79 -5-6.0% -$399 减仓
EVR EVERCORE INC $6,2690.00%21 15.0% $299 加仓
AER AERCAP HOLDINGS NV $6,1740.00%45 00.0% — 不变
PNW PINNACLE WEST CAP CORP $6,1460.00%61 2779.4% $2,720 加仓
WIT WIPRO LTD $6,1360.00%2,894 -265-8.4% -$562 减仓
VTRS VIATRIS INC $6,1310.00%454 184.1% $243 加仓
LYB LYONDELLBASELL INDUSTRIES NV $6,1230.00%76 -128-62.7% -$1.03万 减仓
— AMERICAN RES CORP $6,1210.00%2,529 00.0% — 不变
CUBE CUBESMART $6,1210.00%167 129339.5% $4,728 加仓
UPBD UPBOUND GROUP INC $6,1010.00%338 00.0% — 不变
RDY DR REDDYS LABS LTD $6,0940.00%440 -154-25.9% -$2,133 减仓
TEX TEREX CORP NEW $6,0880.00%103 00.0% — 不变
FHB FIRST HAWAIIAN INC $6,0870.00%247 202448.9% $4,978 加仓
LPL LG DISPLAY CO LTD $6,0770.00%1,566 866123.7% $3,361 加仓
BYD BOYD GAMING CORP $6,0000.00%73 41128.1% $3,370 加仓
MFG MIZUHO FINANCIAL GROUP INC $5,9950.00%755 -10-1.3% -$79 减仓
ELS EQUITY LIFESTYLE PROPERTIES $5,9930.00%96 -8-7.7% -$499 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5,9510.00%97 -245-71.6% -$1.50万 减仓
VMRK EQUITY RESIDENTIAL $5,9150.00%100 -2,196-95.6% -$12.99万 减仓
IRWD IRONWOOD PHARMACEUTICALS INC $5,8590.00%1,669 00.0% — 不变
CCI CROWN CASTLE INC $5,8550.00%72 1322.0% $1,057 加仓
THC TENET HEALTHCARE CORP $5,8510.00%31 -4-11.4% -$755 减仓
COLB COLUMBIA BKG SYS INC $5,8430.00%213 00.0% — 不变
CLB CORE LABORATORIES INC $5,8430.00%348 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC $5,8380.00%101 1416.1% $809 加仓
KEY KEYCORP $5,8350.00%291 234410.5% $4,692 加仓
OLMA OLEMA PHARMACEUTICALS INC $5,8300.00%391 00.0% — 不变
CHRD CHORD ENERGY CORPORATION $5,8300.00%41 -56-57.7% -$7,963 重新持有
ON ON SEMICONDUCTOR CORP $5,8210.00%94 00.0% — 不变
ICL ICL GROUP LTD $5,8120.00%1,122 -356-24.1% -$1,844 减仓
GIL GILDAN ACTIVEWEAR INC $5,7540.00%103 00.0% — 不变
IP INTERNATIONAL PAPER CO $5,7480.00%161 -71-30.6% -$2,535 减仓
MTDR MATADOR RES CO $5,7190.00%91 78600.0% $4,902 加仓
DLB DOLBY LABORATORIES INC $5,7060.00%95 49106.5% $2,943 加仓
TS TENARIS S A $5,7020.00%98 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC $5,6740.00%197 156380.5% $4,493 加仓
RMD RESMED INC $5,6120.00%25 -11-30.6% -$2,469 减仓
HEFA ISHARES TR $5,6100.00%132 -81-38.0% -$3,442 减仓
DCI DONALDSON INC $5,6020.00%66 00.0% — 不变
EXPE EXPEDIA GROUP INC $5,5420.00%24 -15-38.5% -$3,464 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $5,5260.00%88 88— $5,526 新建仓
TXG 10X GENOMICS INC $5,5200.00%260 00.0% — 不变
OGE OGE ENERGY CORP $5,5160.00%115 4155.4% $1,967 加仓
MAA MID-AMER APT CMNTYS INC $5,4960.00%45 -145-76.3% -$1.77万 减仓
— PLDT INC $5,4920.00%261 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $5,4920.00%43 1238.7% $1,533 加仓
AES AES CORP $5,4670.00%388 00.0% — 不变
FSLY FASTLY INC $5,4640.00%188 -50-21.0% -$1,453 减仓
PCVX VAXCYTE INC $5,4630.00%94 -2-2.1% -$116 减仓
ARM ARM HOLDINGS PLC $5,4470.00%36 00.0% — 不变
NVT NVENT ELEC PLC $5,4410.00%46 821.1% $946 加仓
MSCI MSCI INC $5,3910.00%10 466.7% $2,156 加仓
UHS UNIVERSAL HLTH SVCS INC $5,3700.00%30 415.4% $716 加仓
GLPI GAMING & LEISURE P $5,3690.00%121 109908.3% $4,837 加仓
BALL BALL CORP $5,3200.00%90 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP $5,3100.00%500 00.0% — 不变
FLUT FLUTTER ENTMT PLC $5,3020.00%52 502,500.0% $5,098 加仓
EELV INVESCO EXCH TRADED FD TR II $5,2800.00%188 00.0% — 不变
TTI TETRA TECHNOLOGIES INC DEL $5,2570.00%617 00.0% — 不变
EL LAUDER ESTEE COS INC $5,2400.00%73 34.3% $215 加仓
HSY HERSHEY CO $5,1980.00%25 525.0% $1,040 加仓
CRL CHARLES RIV LABS INTL INC $5,1750.00%30 00.0% — 不变
EUAD SPINNAKER ETF SERIES $5,1740.00%127 127— $5,174 新建仓
BCS BARCLAYS PLC $5,1640.00%244 2511.4% $529 加仓
BIDU BAIDU INC $5,1260.00%46 -6-11.5% -$669 减仓
— LIFEVANTAGE CORP $5,1200.00%1,185 15715.3% $678 加仓
UNM UNUM GROUP $5,1130.00%70 60600.0% $4,383 加仓
RGA REINSURANCE GROUP AMER INC $5,1040.00%25 313.6% $612 加仓