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
APTV APTIV PLC $2,8480.00%41 34485.7% $2,362 加仓
AOS SMITH A O CORP $2,8360.00%43 23115.0% $1,517 加仓
SEI SOLARIS ENERGY INFRAS INC $2,8260.00%50 00.0% — 不变
OLN OLIN CORP $2,8250.00%95 00.0% — 不变
— TOPBUILD COR $2,8110.00%8 -1-11.1% -$351 减仓
SANA SANA BIOTECHNOLOGY INC $2,8080.00%975 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $2,8060.00%29 20222.2% $1,935 加仓
UEC URANIUM ENERGY CORP $2,7950.00%207 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $2,7920.00%62 00.0% — 不变
QTWO Q2 HLDGS INC $2,7910.00%59 59— $2,791 新建仓
HRI HERC HLDGS INC $2,7880.00%28 -9-24.3% -$896 减仓
PSNL PERSONALIS INC $2,7840.00%437 00.0% — 不变
PSTL POSTAL REALTY TRUST INC $2,7840.00%150 00.0% — 不变
ACHC ACADIA HEALTHCARE COMPANY IN $2,7840.00%119 -4-3.3% -$94 重新持有
LUMN LUMEN TECHNOLOGIES INC $2,7690.00%398 20.5% $14 加仓
UMAC UNUSUAL MACHS INC $2,7660.00%223 00.0% — 不变
SBSW SIBANYE STILLWATER LTD $2,7600.00%224 -120-34.9% -$1,479 减仓
NMR NOMURA HLDGS INC $2,7380.00%347 12153.5% $955 加仓
SLG SL GREEN RLTY CORP $2,7340.00%74 1627.6% $591 重新持有
VC VISTEON CORP $2,7340.00%30 1157.9% $1,002 重新持有
ANGX ANGEL STUDIOS INC $2,7240.00%893 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,7230.00%29 -14-32.6% -$1,315 减仓
VBK VANGUARD INDEX FDS $2,7210.00%9 -19-67.9% -$5,744 重新持有
HLIO HELIOS TECHNOLOGIES INC $2,7180.00%42 00.0% — 不变
NWG NATWEST GROUP PLC $2,7120.00%182 00.0% — 不变
CBT CABOT CORP $2,7120.00%36 1250.0% $904 加仓
EIDO ISHARES TR $2,7010.00%171 00.0% — 不变
TDOC TELADOC HEALTH INC $2,6980.00%495 356256.1% $1,940 加仓
SB SAFE BULKERS INC $2,6780.00%423 -159-27.3% -$1,007 减仓
PINS PINTEREST INC $2,6780.00%146 75105.6% $1,376 加仓
LH LABCORP HOLDINGS INC $2,6690.00%10 466.7% $1,068 加仓
NLR VANECK ETF TRUST $2,6640.00%20 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $2,6600.00%28 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $2,6590.00%13 00.0% — 不变
QFIN QFIN HOLDINGS INC $2,6470.00%205 205— $2,647 新建仓
IREN IREN LIMITED $2,6400.00%77 00.0% — 不变
SSNC SS&C TECH HLDGS $2,6380.00%39 371,850.0% $2,503 加仓
— HERITAGE COMM CORP $2,6090.00%209 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $2,5980.00%28 627.3% $557 加仓
ZTO ZTO EXPRESS CAYMAN INC $2,5930.00%103 -37-26.4% -$931 减仓
CRVS CORVUS PHARMACEUTICALS INC $2,5900.00%177 00.0% — 不变
NMRA NEUMORA THERAPEUTICS INC. $2,5740.00%1,320 00.0% — 不变
ST SENSATA TECHNOLOGIES HLDG PL $2,5720.00%73 00.0% — 不变
SM SM ENERGY COMPANY $2,5570.00%82 56215.4% $1,746 加仓
KNSA KINIKSA PHARMACEUTICALS INTL $2,5520.00%53 2271.0% $1,059 加仓
AXSM AXSOME THERAPEUTICS INC. $2,5470.00%15 325.0% $509 加仓
SFM SPROUTS FMRS MKT INC $2,5460.00%33 17106.2% $1,312 加仓
GNRC GENERAC HLDGS INC $2,5400.00%13 444.4% $782 加仓
— NET LEASE OFFICE PROPERTIES $2,5350.00%220 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $2,5340.00%57 -19-25.0% -$845 减仓
NXT NEXTPOWER INC $2,5320.00%21 00.0% — 不变
RNG RINGCENTRAL INC $2,5290.00%68 48240.0% $1,785 加仓
VOYA VOYA FINANCIAL INC $2,5280.00%37 30428.6% $2,050 重新持有
CHRW C H ROBINSON WORLDWIDE IN $2,4920.00%15 00.0% — 不变
CLX CLOROX CO DEL $2,4880.00%24 -11-31.4% -$1,140 减仓
TW TRADEWEB MKTS INC $2,4710.00%21 -35-62.5% -$4,118 减仓
KSA ISHARES TR $2,4650.00%62 00.0% — 不变
— GATES INDL CORP PLC $2,4650.00%109 5291.2% $1,176 加仓
MGV VANGUARD WORLD FD $2,4650.00%17 17— $2,465 新建仓
WCC WESCO INTL INC $2,4630.00%9 00.0% — 不变
ECHO ECHOSTAR CORP $2,4590.00%21 640.0% $703 加仓
DRS LEONARDO DRS INC $2,4490.00%55 00.0% — 不变
RGTI RIGETTI COMPUTING INC $2,4430.00%174 -26-13.0% -$365 减仓
VONG VANGUARD SCOTTSDALE FDS $2,4360.00%22 00.0% — 不变
EXLS EXLSERVICE HLDGS INC $2,4360.00%80 64400.0% $1,949 重新持有
RS RELIANCE INC $2,4320.00%8 5166.7% $1,520 加仓
CUBI CUSTOMERS BANCORP INC $2,4300.00%35 829.6% $555 加仓
QBTS D-WAVE QUANTUM INC $2,4250.00%168 63.7% $87 加仓
INTA INTAPP INC $2,4150.00%94 94— $2,415 新建仓
INDI INDIE SEMICONDUCTOR INC $2,4090.00%748 -147-16.4% -$473 减仓
IOT SAMSARA INC $2,4090.00%76 65590.9% $2,060 加仓
— TAYLOR MORRISON HOME CORP $2,3880.00%41 720.6% $408 加仓
UPST UPSTART HLDGS INC $2,3860.00%93 68272.0% $1,745 重新持有
— TRI POINTE HOMES INC $2,3840.00%51 00.0% — 不变
ONC BEONE MEDICINES LTD $2,3760.00%8 -6-42.9% -$1,782 减仓
FTRE FORTREA HLDGS INC $2,3740.00%252 00.0% — 不变
EQNR EQUINOR ASA $2,3640.00%56 2160.0% $886 加仓
SNX TD SYNNEX CORPORATION $2,3620.00%14 7100.0% $1,181 加仓
IPAR INTERPARFUMS INC $2,3620.00%26 22550.0% $1,999 加仓
GTM ZOOMINFO TECHNOLOGIES INC $2,3510.00%393 268214.4% $1,603 加仓
CMRE COSTAMARE INC $2,3500.00%139 00.0% — 不变
PII POLARIS INC $2,3440.00%43 -8-15.7% -$436 减仓
DK DELEK US HLDGS INC NEW $2,3440.00%52 00.0% — 不变
INR INFINITY NAT RES INC $2,3430.00%133 00.0% — 不变
BC BRUNSWICK CORP $2,3290.00%32 00.0% — 不变
SE SEA LTD $2,3190.00%28 1164.7% $911 加仓
FCPT FOUR CORNERS PPTY TR INC $2,3180.00%98 1315.3% $307 加仓
BBIO BRIDGEBIO PHARMA INC $2,3030.00%31 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $2,3000.00%101 -3-2.9% -$68 减仓
IBCP INDEPENDENT BK CORP MICH $2,2980.00%69 00.0% — 不变
DDS DILLARDS INC $2,2890.00%4 00.0% — 不变
ASND ASCENDIS PHARMA A/S $2,2880.00%10 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $2,2830.00%61 00.0% — 不变
AVT AVNET INC $2,2800.00%37 1785.0% $1,048 加仓
IEX IDEX CORP $2,2750.00%12 00.0% — 不变
TPR TAPESTRY INC $2,2580.00%16 10166.7% $1,411 加仓
BILI BILIBILI INC $2,2560.00%100 00.0% — 不变
— DIMENSIONAL ETF TRUST $2,2490.00%36 00.0% — 不变
SLDB SOLID BIOSCIENCES INC $2,2470.00%312 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $2,2410.00%85 3260.4% $844 加仓