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
AMLX AMYLYX PHARMACEUTICALS INC $3,8090.00%274 00.0% — 不变
AQN ALGONQUIN POWER & UTILITIES $3,8010.00%619 00.0% — 不变
BTU PEABODY ENGR CORP $3,7900.00%115 00.0% — 不变
DTM DT MIDSTREAM INC $3,7710.00%28 00.0% — 不变
VIV TELEFONICA BRASIL SA $3,7550.00%236 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $3,7530.00%746 00.0% — 不变
OMF ONEMAIN HLDGS INC $3,7450.00%70 -22-23.9% -$1,177 减仓
VAL VALARIS LTD $3,7260.00%38 -7-15.6% -$686 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $3,7110.00%57 57— $3,711 新建仓
BEN FRANKLIN RESOURCES INC $3,7090.00%157 99170.7% $2,339 加仓
NTAP NETAPP INC $3,6870.00%36 -26-41.9% -$2,663 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $3,6720.00%65 00.0% — 不变
TNK TEEKAY TANKERS LTD $3,6660.00%50 00.0% — 不变
PZZA PAPA JOHNS INTL INC $3,6630.00%113 00.0% — 不变
WSM WILLIAMS SONOMA INC $3,6470.00%20 866.7% $1,459 加仓
L LOEWS CORP $3,6300.00%34 -5-12.8% -$534 减仓
PTY PIMCO CORPORATE & INCOME OPP $3,6180.00%300 00.0% — 不变
CIFR CIPHER DIGITAL INC $3,5650.00%277 -21-7.0% -$270 减仓
NUS NU SKIN ENTERPRISES INC $3,5460.00%487 -134-21.6% -$976 减仓
MLM MARTIN MARIETTA MATLS INC $3,5330.00%6 -13-68.4% -$7,655 减仓
CYTK CYTOKINETICS INC $3,4940.00%53 -4-7.0% -$264 减仓
SNEX STONEX GROUP INC $3,4680.00%43 1448.3% $1,129 加仓
BNS BANK NOVA SCOTIA B C $3,4660.00%50 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $3,4550.00%16 -22-57.9% -$4,751 减仓
ENSG ENSIGN GROUP INC $3,4260.00%17 -6-26.1% -$1,209 减仓
ARCC ARES CAPITAL CORP $3,4240.00%190 00.0% — 不变
SBSI SOUTHSIDE BANCSHARES INC $3,4200.00%110 -43-28.1% -$1,337 减仓
VIAV VIAVI SOLUTIONS INC $3,3950.00%102 00.0% — 不变
LFUS LITTELFUSE INC $3,3940.00%10 00.0% — 不变
CLS CELESTICA INC $3,3810.00%12 00.0% — 不变
DAC DANAOS CORPORATION $3,3800.00%30 625.0% $676 加仓
HWC HANCOCK WHITNEY CORPORATION $3,3710.00%53 27103.8% $1,717 加仓
— SEALED AIR CORP NEW $3,3640.00%80 00.0% — 不变
PRVA PRIVIA HEALTH GROUP INC $3,3530.00%163 163— $3,353 新建仓
TEAM ATLASSIAN CORPORATION $3,3450.00%49 -107-68.6% -$7,304 减仓
GL GLOBE LIFE INC $3,3410.00%24 1184.6% $1,531 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $3,3340.00%180 5645.2% $1,037 加仓
CC CHEMOURS CO $3,3270.00%151 00.0% — 不变
BRO BROWN & BROWN INC $3,3260.00%51 2064.5% $1,304 加仓
ATO ATMOS ENERGY CORP $3,3250.00%18 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $3,3160.00%77 811.6% $345 加仓
— SUN CTRY AIRLS HLDGS INC $3,3040.00%200 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $3,2960.00%41 -137-77.0% -$1.10万 减仓
GEF GREIF INC $3,2870.00%49 49— $3,287 新建仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $3,2760.00%236 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $3,2660.00%160 00.0% — 不变
MBX MBX BIOSCIENCES INC $3,2540.00%109 00.0% — 不变
GPN GLOBAL PMTS INC $3,2520.00%48 -52-52.0% -$3,523 减仓
VG VENTURE GLOBAL INC $3,2470.00%206 206— $3,247 新建仓
CNH CNH INDL N V $3,2450.00%295 163123.5% $1,793 重新持有
OHI OMEGA HEALTHCARE INVS INC $3,2430.00%74 3485.0% $1,490 加仓
BB BLACKBERRY LTD $3,2400.00%1,000 00.0% — 不变
INVH INVITATION HOMES INC $3,2310.00%130 97293.9% $2,411 加仓
EXP EAGLE MATLS INC $3,2210.00%17 12240.0% $2,274 重新持有
HST HOST HOTELS & RESORTS INC $3,2190.00%168 87107.4% $1,667 加仓
NRG NRG ENERGY INC $3,2160.00%22 210.0% $292 加仓
AAOI APPLIED OPTOELECTRONICS INC $3,2150.00%38 19100.0% $1,608 加仓
RIOT RIOT PLATFORMS INC $3,2130.00%260 -65-20.0% -$803 减仓
TLN TALEN ENERGY CORP $3,1930.00%10 -1-9.1% -$319 减仓
FTAI FTAI AVIATION LTD $3,1850.00%13 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $3,1840.00%12 9300.0% $2,388 加仓
ACHR ARCHER AVIATION INC $3,1750.00%614 -126-17.0% -$652 减仓
DSGX DESCARTES SYS GROUP INC $3,1490.00%44 38633.3% $2,720 加仓
CINF CINCINNATI FINL CORP $3,1470.00%20 -40-66.7% -$6,294 减仓
TTD THE TRADE DESK INC $3,1320.00%138 113452.0% $2,565 加仓
DB DEUTSCHE BK AG $3,1270.00%105 -87-45.3% -$2,591 减仓
TLK TELEKOMUNIKASI IND $3,1200.00%167 -36-17.7% -$673 减仓
TIMB TIM S A $3,1000.00%117 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC $3,0970.00%102 4475.9% $1,336 加仓
RL RALPH LAUREN CORP $3,0960.00%9 6200.0% $2,064 加仓
VOT VANGUARD INDEX FDS $3,0890.00%12 12— $3,089 新建仓
QLYS QUALYS INC $3,0750.00%35 18105.9% $1,581 加仓
EXPO EXPONENT INC $3,0670.00%47 1234.3% $783 加仓
CRC CALIFORNIA RES CORP $3,0460.00%44 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $3,0440.00%11 00.0% — 不变
CTRE CARETRUST REIT INC $3,0420.00%83 67.8% $220 加仓
CMCO COLUMBUS MCKINNON CORP N Y $3,0370.00%209 -70-25.1% -$1,017 减仓
TECH BIO-TECHNE CORP $3,0320.00%58 2893.3% $1,464 加仓
NJR NEW JERSEY RES CORP $3,0210.00%55 00.0% — 不变
ABEV AMBEV SA $3,0080.00%1,030 00.0% — 不变
SAM BOSTON BEER INC $2,9960.00%13 11550.0% $2,535 加仓
ARKG ARK ETF TR $2,9860.00%113 00.0% — 不变
BWA BORGWARNER INC $2,9850.00%55 00.0% — 不变
BKSY BLACKSKY TECHNOLOGY INC $2,9690.00%118 00.0% — 不变
PB PROSPERITY BANCSHARES INC $2,9560.00%44 31238.5% $2,083 加仓
PODD INSULET CORP $2,9380.00%14 555.6% $1,049 加仓
TKC TURKCELL ILETISIM $2,9370.00%487 7919.4% $476 加仓
PGEN PRECIGEN INC $2,9340.00%758 00.0% — 不变
WFRD WEATHERFORD INTL PLC $2,9320.00%31 00.0% — 不变
ALHC ALIGNMENT HEALTHCARE INC $2,9250.00%166 3223.9% $564 加仓
GSBD GOLDMAN SACHS BDC INC $2,9220.00%329 -47,100-99.3% -$41.83万 减仓
NKE NIKE INC $2,9060.00%55 -96-63.6% -$5,072 减仓
AUB ATLANTIC UN BANKSHARES CORP $2,8950.00%81 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $2,8820.00%50 00.0% — 不变
OBDC BLUE OWL CAPITAL CORPORATION $2,8690.00%259 00.0% — 不变
R RYDER SYS INC $2,8660.00%14 14— $2,866 新建仓
LVS LAS VEGAS SANDS CORP $2,8560.00%53 -48-47.5% -$2,587 减仓
UFPI UFP INDUSTRIES INC $2,8560.00%31 20181.8% $1,843 加仓
UTMD UTAH MED PRODS INC $2,8520.00%46 00.0% — 不变
DSGN DESIGN THERAPEUTICS INC $2,8520.00%268 00.0% — 不变