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
FNB F N B CORP $8,9110.00%467 5613.6% $1,069 加仓
LQD ISHARES TR $8,8930.00%82 11.2% $108 加仓
BTE BAYTEX ENERGY CORP $8,8480.00%2,212 46926.9% $1,876 加仓
NVT NVENT ELEC PLC $8,8200.00%52 613.0% $1,018 加仓
DD DUPONT DE NEMOURS INC $8,8170.00%65 -153-70.2% -$2.08万 减仓
FORM FORMFACTOR INC $8,7970.00%55 47.8% $640 加仓
HSY HERSHEY CO $8,7730.00%50 25100.0% $4,386 加仓
HDV ISHARES TR $8,7720.00%320 00.0% — 不变
MKC MCCORMICK & CO INC $8,7230.00%173 8290.1% $4,135 加仓
MYGN MYRIAD GENETICS INC $8,7030.00%1,524 -234-13.3% -$1,336 减仓
TE T1 ENERGY INC $8,6940.00%917 00.0% — 不变
NOK NOKIA CORP $8,6720.00%653 304.8% $398 加仓
PHYS SPROTT ASSET MANAGEMENT LP $8,6590.00%287 00.0% — 不变
VALE VALE S A $8,6030.00%572 -17-2.9% -$256 减仓
PPL PPL CORP $8,5790.00%236 -46-16.3% -$1,672 减仓
CUZ COUSINS PPTYS INC $8,5150.00%284 13995.9% $4,168 重新持有
DECK DECKERS OUTDOOR CORP $8,4400.00%85 -10-10.5% -$993 减仓
DCI DONALDSON INC $8,3490.00%93 2740.9% $2,424 加仓
CIB GRUPO CIBEST SA $8,3410.00%105 32.9% $238 加仓
TKR TIMKEN CO $8,2840.00%57 1432.6% $2,035 加仓
EXK ENDEAVOUR SILVER CORP $8,2800.00%1,000 00.0% — 不变
SNY SANOFI SA $8,2770.00%194 -395-67.1% -$1.69万 减仓
XYL XYLEM INC $8,2750.00%70 11.4% $118 加仓
VRSK VERISK ANALYTICS INC $8,2590.00%46 35318.2% $6,284 加仓
HP HELMERICH & PAYNE INC $8,2180.00%251 156.4% $491 加仓
EMN EASTMAN CHEM CO $8,1720.00%122 76.1% $469 加仓
WCN WASTE CONNECTIONS INC $8,1680.00%49 40444.4% $6,668 加仓
CP CANADIAN PACIFIC KANSAS CITY $8,1470.00%94 1214.6% $1,040 加仓
HII HUNTINGTON INGALLS INDS INC $8,1170.00%29 -6-17.1% -$1,679 减仓
IBKR INTERACTIVE BROKERS GROUP IN $8,0950.00%93 2027.4% $1,741 加仓
JOYY JOYY INC $8,0510.00%122 00.0% — 不变
TEX TEREX CORP NEW $8,0360.00%111 87.8% $579 加仓
OGC OCEANAGOLD CORP $8,0260.00%320 320— $8,026 新建仓
VOD VODAFONE GROUP PLC $8,0020.00%605 -31-4.9% -$410 减仓
CCI CROWN CASTLE INC $7,9520.00%105 3345.8% $2,499 加仓
DT DYNATRACE INC $7,9480.00%181 -33-15.4% -$1,449 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $7,9280.00%88 00.0% — 不变
NOV NOV INC $7,9210.00%427 5213.9% $965 加仓
WST WEST PHARMACEUTICAL SVSC INC $7,8980.00%22 637.5% $2,154 加仓
TWLO TWILIO INC $7,8410.00%38 34850.0% $7,016 加仓
NTRS NORTHERN TR CORP $7,8230.00%45 -2-4.3% -$348 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $7,8110.00%370 195.4% $401 加仓
HASI HA SUSTAINABLE INFRA CAP INC $7,8100.00%200 -15-7.0% -$586 减仓
IEO ISHARES TR $7,7980.00%71 00.0% — 不变
COLB COLUMBIA BKG SYS INC $7,7890.00%243 3014.1% $962 加仓
AFRM AFFIRM HLDGS INC $7,7480.00%95 11.1% $82 加仓
IYH ISHARES TR $7,7070.00%115 00.0% — 不变
OWL BLUE OWL CAPITAL INC $7,6650.00%876 -201-18.7% -$1,759 减仓
SIGI SELECTIVE INS GROUP INC $7,6640.00%79 2854.9% $2,716 加仓
VLY VALLEY NATL BANCORP $7,6620.00%523 00.0% — 不变
NNN NNN REIT INC $7,6310.00%164 -52-24.1% -$2,420 减仓
XRNPX COHEN & STEERS REIT & PFD & $7,6130.00%375 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $7,5990.00%154 00.0% — 不变
AER AERCAP HOLDINGS NV $7,5810.00%52 715.6% $1,021 加仓
STRL STERLING INFRASTRUCTURE INC $7,5550.00%9 5125.0% $4,197 加仓
IOT SAMSARA INC $7,5240.00%232 156205.3% $5,059 加仓
RWO SPDR INDEX SHS FDS $7,5070.00%151 00.0% — 不变
BIDU BAIDU INC $7,4290.00%65 1941.3% $2,172 加仓
STAG STAG INDUSTRIAL INC $7,4220.00%195 00.0% — 不变
— LIFEVANTAGE CORP $7,3950.00%1,185 00.0% — 不变
— RLJ LODGING TR $7,3560.00%300 00.0% — 不变
SEIC SEI INVTS CO $7,2800.00%83 -97-53.9% -$8,508 减仓
IBN ICICI BANK LIMITED $7,2290.00%249 2291,145.0% $6,648 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $7,2100.00%91 -5-5.2% -$396 减仓
— RBB FD INC $7,1800.00%233 00.0% — 不变
FLR FLUOR CORP $7,1780.00%137 1251,041.7% $6,549 加仓
UPBD UPBOUND GROUP INC $7,1730.00%338 00.0% — 不变
— PROSHARES TR $7,1420.00%278 278— $7,142 新建仓
AVDE AMERICAN CENTY ETF TR $7,1360.00%80 00.0% — 不变
VEEV VEEVA SYS INC $7,0990.00%40 -16-28.6% -$2,840 减仓
PPLT ABRDN PLATINUM ETF TRUST $7,0650.00%500 00.0% — 不变
IRWD IRONWOOD PHARMACEUTICALS INC $7,0270.00%1,669 00.0% — 不变
TTI TETRA TECHNOLOGIES INC DEL $6,9910.00%617 00.0% — 不变
TU TELUS CORPORATION $6,9770.00%660 16032.0% $1,691 加仓
NBR NABORS INDUSTRIES LTD $6,9730.00%83 00.0% — 不变
NTAP NETAPP INC $6,9650.00%45 925.0% $1,393 加仓
AAOI APPLIED OPTOELECTRONICS INC $6,9640.00%47 923.7% $1,334 加仓
FHI FEDERATED HERMES INC $6,9580.00%126 -43-25.4% -$2,375 减仓
RNW RENEW ENERGY GLOBAL PLC $6,9570.00%1,113 906437.7% $5,663 加仓
CENX CENTURY ALUM CO $6,9480.00%151 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $6,9300.00%37 25208.3% $4,682 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $6,9240.00%23 -1-4.2% -$301 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $6,9170.00%114 1414.0% $849 加仓
THO THOR INDS INC $6,9150.00%92 1316.5% $977 加仓
BBY BEST BUY INC $6,9060.00%91 -24-20.9% -$1,821 减仓
BWA BORGWARNER INC $6,9060.00%104 4989.1% $3,254 加仓
UNF UNIFIRST CORP MASS $6,8760.00%26 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $6,7900.00%55 34161.9% $4,197 加仓
TS TENARIS S A $6,7700.00%122 2424.5% $1,332 加仓
BALL BALL CORP $6,7400.00%108 1820.0% $1,123 加仓
ITT ITT INC $6,7240.00%34 -3-8.1% -$593 减仓
MBX MBX BIOSCIENCES INC $6,6800.00%121 1211.0% $662 加仓
EMXC ISHARES INC $6,6180.00%65 -121-65.1% -$1.23万 减仓
DB DEUTSCHE BK AG $6,6170.00%196 9186.7% $3,072 加仓
INVH INVITATION HOMES INC $6,6160.00%219 8968.5% $2,689 加仓
FHB FIRST HAWAIIAN INC $6,5640.00%224 -23-9.3% -$674 减仓
AIQ GLOBAL X FDS $6,5610.00%100 00.0% — 不变
— DATACENTREX INC $6,5300.00%3,668 3,668— $6,530 新建仓
ICL ICL GROUP LTD $6,5090.00%1,307 18516.5% $921 加仓
EVR EVERCORE INC $6,4880.00%19 -2-9.5% -$683 减仓