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
SNN SMITH & NEPHEW PLC $6,4540.00%224 -36-13.8% -$1,037 减仓
ESS ESSEX PPTY TR INC $6,4150.00%22 -19-46.3% -$5,540 减仓
MANH MANHATTAN ASSOCIATES INC $6,4060.00%46 35318.2% $4,874 加仓
AGX ARGAN INC $6,3890.00%8 114.3% $799 加仓
IQV IQVIA HLDGS INC $6,3770.00%33 -15-31.2% -$2,899 减仓
IT GARTNER INC $6,3520.00%49 -5-9.3% -$648 减仓
USFD US FOODS HLDG CORP $6,3400.00%62 55785.7% $5,624 加仓
POR PORTLAND GEN ELEC CO $6,3240.00%122 -9-6.9% -$467 减仓
INFY INFOSYS LTD $6,2840.00%599 529.5% $546 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $6,2370.00%109 4467.7% $2,518 加仓
KRNY KEARNY FINL CORP MD $6,2250.00%658 8214.2% $776 加仓
MSTR STRATEGY INC $6,2160.00%72 -77-51.7% -$6,648 减仓
ACGL ARCH CAP GROUP LTD $6,2120.00%64 -143-69.1% -$1.39万 减仓
CUBE CUBESMART $6,2050.00%156 -11-6.6% -$438 减仓
CSL CARLISLE COS INC $6,1670.00%17 430.8% $1,451 加仓
KEY KEYCORP $6,1550.00%267 -24-8.2% -$553 减仓
TLN TALEN ENERGY CORP $6,1490.00%16 660.0% $2,306 加仓
TAP MOLSON COORS BEVERAGE CO $6,1170.00%157 80103.9% $3,117 加仓
HIG HARTFORD INSURANCE GROUP INC $6,0960.00%46 -76-62.3% -$1.01万 减仓
JBHT HUNT J B TRANS SVCS INC $6,0790.00%21 210.5% $579 加仓
HEI HEICO CORP NEW $6,0560.00%17 15750.0% $5,344 加仓
STRO SUTRO BIOPHARMA INC $6,0430.00%182 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $5,9780.00%80 2750.9% $2,018 加仓
CMG CHIPOTLE MEXICAN GRILL INC $5,9500.00%175 -208-54.3% -$7,072 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $5,9340.00%119 76.2% $349 加仓
XIFR XPLR INFRASTRUCTURE LP $5,9050.00%500 00.0% — 不变
DTM DT MIDSTREAM INC $5,8700.00%40 1242.9% $1,761 加仓
PSNL PERSONALIS INC $5,8560.00%437 00.0% — 不变
EL LAUDER ESTEE COS INC $5,8430.00%74 11.4% $79 加仓
ARKB ARK 21SHARES BITCOIN ETF $5,8380.00%300 00.0% — 不变
MSM MSC INDL DIRECT INC $5,8290.00%49 00.0% — 不变
PINS PINTEREST INC $5,8260.00%277 13189.7% $2,755 加仓
PII POLARIS INC $5,8180.00%85 4297.7% $2,875 加仓
VTR VENTAS INC $5,7720.00%65 1325.0% $1,154 加仓
ANAB ANAPTYSBIO INC $5,7380.00%85 00.0% — 不变
AES AES CORP $5,6890.00%388 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $5,6890.00%40 24150.0% $3,413 加仓
STE STERIS PLC $5,6860.00%27 522.7% $1,053 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $5,6850.00%265 2912.3% $622 加仓
RYAAY RYANAIR HOLDINGS PLC $5,6340.00%87 -14-13.9% -$907 减仓
PPTA PERPETUA RESOURCES CORP $5,6060.00%270 00.0% — 不变
ICLN ISHARES TR $5,6050.00%274 274— $5,605 新建仓
NWSA NEWS CORP NEW $5,5620.00%224 209.8% $497 加仓
GVA GRANITE CONSTR INC $5,5330.00%35 -1-2.8% -$158 减仓
BRX BRIXMOR PPTY GROUP INC $5,5180.00%175 -22-11.2% -$694 减仓
ROL ROLLINS INC $5,5100.00%132 -445-77.1% -$1.86万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $5,5070.00%36 828.6% $1,224 加仓
RIO RIO TINTO PLC $5,5060.00%58 -15-20.5% -$1,424 减仓
HLN HALEON PLC $5,5030.00%590 -48-7.5% -$448 减仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $5,4890.00%103 77296.2% $4,103 加仓
AXS AXIS CAP HLDGS LTD $5,4800.00%51 -16-23.9% -$1,719 减仓
SAIA SAIA INC $5,4760.00%13 18.3% $421 加仓
EGP EASTGROUP PPTYS INC $5,4690.00%27 312.5% $608 加仓
MICC MAGNUM ICE CREAM CO NV $5,4670.00%314 -9-2.8% -$157 减仓
RMD RESMED INC $5,4570.00%28 312.0% $585 加仓
— AMERICAN RES CORP $5,4380.00%2,529 00.0% — 不变
VIS VANGUARD WORLD FD $5,4060.00%15 15— $5,406 新建仓
NI NISOURCE INC $5,3740.00%113 -26-18.7% -$1,236 减仓
NWG NATWEST GROUP PLC $5,3600.00%304 12267.0% $2,151 加仓
EG EVEREST GROUP LTD $5,3590.00%15 -9-37.5% -$3,215 减仓
— BITWISE ETHEREUM ETF $5,3580.00%475 00.0% — 不变
EUAD SPINNAKER ETF SERIES $5,3570.00%127 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $5,3470.00%62 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $5,3360.00%103 00.0% — 不变
BVN COMPANIA DE MINAS BUENAVENTU $5,3310.00%182 00.0% — 不变
LH LABCORP HOLDINGS INC $5,3200.00%19 990.0% $2,520 加仓
RGA REINSURANCE GROUP AMER INC $5,3170.00%25 00.0% — 不变
MBC MASTERBRAND INC $5,3000.00%515 408.4% $412 加仓
DRS LEONARDO DRS INC $5,2490.00%123 68123.6% $2,902 加仓
BKU BANKUNITED INC $5,2330.00%108 1111.3% $533 加仓
RS RELIANCE INC $5,2310.00%14 675.0% $2,242 加仓
EELV INVESCO EXCH TRADED FD TR II $5,2270.00%188 00.0% — 不变
FTRE FORTREA HLDGS INC $5,2200.00%300 4819.0% $835 加仓
— NET LEASE OFFICE PROPERTIES $5,2090.00%468 248112.7% $2,760 加仓
QBTS D-WAVE QUANTUM INC $5,2060.00%217 4929.2% $1,176 加仓
FTV FORTIVE CORP $5,1930.00%85 1216.4% $733 加仓
PINE ALPINE INCOME PPTY TR INC $5,1900.00%250 2511.1% $519 加仓
CVBF CVB FINL CORP $5,1870.00%230 122113.0% $2,751 加仓
RIG TRANSOCEAN LTD $5,1840.00%1,060 00.0% — 不变
OMF ONEMAIN HLDGS INC $5,1830.00%85 1521.4% $915 加仓
VT VANGUARD INTL EQUITY INDEX F $5,1800.00%33 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $5,1690.00%42 32320.0% $3,938 加仓
LBRT LIBERTY ENERGY INC $5,1600.00%197 2212.6% $576 加仓
STZ CONSTELLATION BRANDS INC $5,1470.00%37 -14-27.5% -$1,948 减仓
CHRD CHORD ENERGY CORPORATION $5,1440.00%45 49.8% $457 加仓
SPYD SPDR SERIES TRUST $5,1180.00%107 10.9% $48 加仓
BCS BARCLAYS PLC $5,1040.00%190 -54-22.1% -$1,451 减仓
BOOT BOOT BARN HLDGS INC $5,0930.00%31 00.0% — 不变
SNX TD SYNNEX CORPORATION $5,0800.00%19 535.7% $1,337 加仓
CDW CDW CORP $5,0640.00%36 -4-10.0% -$563 减仓
STLD STEEL DYNAMICS INC $5,0490.00%22 11100.0% $2,524 加仓
VSNT VERSANT MEDIA GROUP INC $5,0420.00%140 2825.0% $1,008 加仓
MTDR MATADOR RES CO $5,0290.00%101 1011.0% $498 加仓
VFH VANGUARD WORLD FD $5,0010.00%38 38— $5,001 新建仓
HBNC HORIZON BANCORP IND $4,9950.00%250 -32-11.3% -$639 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $4,9940.00%58 -67-53.6% -$5,769 减仓
FIDU FIDELITY COVINGTON TRUST $4,9810.00%50 00.0% — 不变
UMAC UNUSUAL MACHS INC $4,9730.00%223 00.0% — 不变
BNS BANK NOVA SCOTIA B C $4,9500.00%57 714.0% $608 加仓
SJM SMUCKER J M CO $4,9500.00%44 24120.0% $2,700 加仓