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
— NUVALENT INC $3,9520.00%32 27540.0% $3,334 加仓
BJ BJS WHSL CLUB HLDGS INC $3,9250.00%45 -140-75.7% -$1.22万 减仓
WTS WATTS WATER TECHNOLOGIES INC $3,9150.00%10 7233.3% $2,740 加仓
HL HECLA MINING COMPANY $3,9040.00%253 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $3,9040.00%216 2915.5% $524 加仓
VAW VANGUARD WORLD FD $3,8900.00%17 17— $3,890 新建仓
PUK PRUDENTIAL PLC $3,8880.00%145 -8-5.2% -$215 减仓
CLB CORE LABORATORIES INC $3,8800.00%333 -15-4.3% -$175 减仓
ALGN ALIGN TECHNOLOGY INC $3,8800.00%23 -5-17.9% -$843 减仓
DSGN DESIGN THERAPEUTICS INC $3,8780.00%268 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $3,8650.00%20 -5-20.0% -$966 减仓
PDS PRECISION DRILLING CORP $3,8330.00%50 1128.2% $843 加仓
SLG SL GREEN RLTY CORP $3,8310.00%74 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $3,8160.00%18 13260.0% $2,756 加仓
YORW YORK WTR CO $3,8010.00%124 91275.8% $2,789 加仓
NTR NUTRIEN LTD $3,7770.00%60 40200.0% $2,518 加仓
DINO HF SINCLAIR CORP $3,7620.00%54 2692.9% $1,811 加仓
CWEN CLEARWAY ENERGY INC $3,7600.00%110 1212.2% $410 加仓
— BITWISE 10 CRYPTO INDEX ETF $3,7580.00%100 00.0% — 不变
BKSY BLACKSKY TECHNOLOGY INC $3,7420.00%134 1613.6% $447 加仓
GNTX GENTEX CORP $3,7400.00%148 -43-22.5% -$1,087 减仓
SE SEA LTD $3,7380.00%39 1139.3% $1,054 加仓
ASAN ASANA INC $3,7380.00%534 466685.3% $3,262 加仓
ABEV AMBEV SA $3,7370.00%1,190 16015.5% $502 加仓
WSM WILLIAMS SONOMA INC $3,7300.00%16 -4-20.0% -$932 减仓
AIT APPLIED INDL TECHNOLOGIES IN $3,7200.00%11 -1-8.3% -$338 减仓
KMT KENNAMETAL INC $3,7160.00%106 00.0% — 不变
VET VERMILION ENERGY INC $3,7110.00%396 396— $3,711 新建仓
GMAB GENMAB A/S $3,7090.00%135 -30-18.2% -$824 减仓
IGE ISHARES TR $3,7080.00%66 00.0% — 不变
R RYDER SYS INC $3,6930.00%14 00.0% — 不变
— NATIONAL STORAGE AFFILIATES $3,6920.00%83 50151.5% $2,224 加仓
FATE FATE THERAPEUTICS INC $3,6890.00%1,366 27224.9% $735 加仓
CM CANADIAN IMPERIAL BANK OF CO $3,6800.00%32 20166.7% $2,300 加仓
VOT VANGUARD INDEX FDS $3,6760.00%12 00.0% — 不变
TECH BIO-TECHNE CORP $3,6740.00%52 -6-10.3% -$424 减仓
SIMO SILICON MOTION TECHNOLOGY CO $3,6670.00%11 -5-31.2% -$1,667 减仓
HYG ISHARES TR $3,6560.00%46 -10-17.9% -$795 减仓
UTMD UTAH MED PRODS INC $3,6560.00%53 715.2% $483 加仓
EXEL EXELIXIS INC $3,6460.00%67 39139.3% $2,122 加仓
THG HANOVER INS GROUP INC $3,6410.00%17 14466.7% $2,998 加仓
POWI POWER INTEGRATIONS INC $3,6390.00%43 24126.3% $2,031 加仓
AQN ALGONQUIN POWER & UTILITIES $3,6280.00%619 00.0% — 不变
INCY INCYTE CORP $3,6280.00%32 1045.5% $1,134 加仓
HIW HIGHWOODS PPTYS INC $3,6200.00%120 2020.0% $603 加仓
PTY PIMCO CORPORATE & INCOME OPP $3,6090.00%300 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $3,6050.00%469 7117.8% $546 加仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $3,5980.00%76 2549.0% $1,184 加仓
TW TRADEWEB MKTS INC $3,5880.00%36 1571.4% $1,495 加仓
PDD PDD HOLDINGS INC $3,5860.00%47 820.5% $610 加仓
TXT TEXTRON INC $3,5780.00%39 1885.7% $1,651 加仓
FLUT FLUTTER ENTMT PLC $3,5760.00%35 -17-32.7% -$1,737 减仓
DK DELEK US HLDGS INC NEW $3,5570.00%70 1834.6% $915 加仓
TSN TYSON FOODS INC $3,5500.00%62 00.0% — 不变
HTHT H WORLD GROUP LTD $3,5470.00%85 -2-2.3% -$83 减仓
TIGO MILLICOM INTL CELLULAR S A $3,5400.00%39 1034.5% $908 加仓
CPNG COUPANG INC $3,5270.00%203 155322.9% $2,693 加仓
IR INGERSOLL RAND INC $3,5260.00%43 -182-80.9% -$1.49万 减仓
ACHC ACADIA HEALTHCARE COMPANY IN $3,5150.00%119 00.0% — 不变
SMBC SOUTHERN MO BANCORP INC $3,5060.00%46 2184.0% $1,601 加仓
ST SENSATA TECHNOLOGIES HLDG PL $3,4860.00%73 00.0% — 不变
WCC WESCO INTL INC $3,4550.00%10 111.1% $346 加仓
KN KNOWLES CORP $3,4430.00%83 761,085.7% $3,153 加仓
UPST UPSTART HLDGS INC $3,4370.00%97 44.3% $142 加仓
FHN FIRST HORIZON CORPORATION $3,4360.00%134 4550.6% $1,154 加仓
CTRE CARETRUST REIT INC $3,4300.00%85 22.4% $81 加仓
HR HEALTHCARE RLTY TR $3,4290.00%170 5244.1% $1,049 加仓
CDE COEUR MNG INC $3,4280.00%210 -4-1.9% -$65 减仓
AUB ATLANTIC UN BANKSHARES CORP $3,4280.00%81 00.0% — 不变
GHC GRAHAM HLDGS CO $3,4250.00%3 2200.0% $2,283 重新持有
SANA SANA BIOTECHNOLOGY INC $3,4030.00%975 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $3,4010.00%38 29322.2% $2,596 加仓
ACHR ARCHER AVIATION INC $3,3920.00%717 10316.8% $487 加仓
KNSA KINIKSA PHARMACEUTICALS INTL $3,3900.00%53 00.0% — 不变
LXRX LEXICON PHARMACEUTICALS INC $3,3890.00%1,412 00.0% — 不变
OSK OSHKOSH CORP $3,3770.00%22 -4-15.4% -$614 减仓
SAM BOSTON BEER INC $3,3640.00%19 646.2% $1,062 加仓
RSI RUSH STREET INTERACTIVE INC $3,3610.00%113 1818.9% $535 加仓
GEF GREIF INC $3,3530.00%45 -4-8.2% -$298 减仓
VISN VISTANCE NETWORKS INC $3,3490.00%262 3213.9% $409 加仓
PCTY PAYLOCITY HLDG CORP $3,3450.00%32 29966.7% $3,031 加仓
RVTY REVVITY INC $3,3380.00%30 30— $3,338 新建仓
QFIN QFIN HOLDINGS INC $3,3210.00%210 52.4% $79 加仓
ROKU ROKU INC $3,3160.00%24 741.2% $967 加仓
GPC GENUINE PARTS CO $3,3040.00%28 -10-26.3% -$1,180 减仓
ESI ELEMENT SOLUTIONS INC $3,2950.00%69 813.1% $382 加仓
VBK VANGUARD INDEX FDS $3,2920.00%9 00.0% — 不变
NYT NEW YORK TIMES CO MTN BE $3,2900.00%47 -4-7.8% -$280 减仓
AVT AVNET INC $3,2870.00%37 00.0% — 不变
GEN GEN DIGITAL INC $3,2860.00%132 2624.5% $647 加仓
ANGX ANGEL STUDIOS INC. $3,2780.00%893 00.0% — 不变
CBT CABOT CORP $3,2700.00%36 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $3,2600.00%160 00.0% — 不变
DPZ DOMINOS PIZZA INC $3,2570.00%11 -48-81.4% -$1.42万 减仓
IMO IMPERIAL OIL LTD $3,2490.00%29 24480.0% $2,689 重新持有
ZTO ZTO EXPRESS CAYMAN INC $3,2460.00%145 4240.8% $940 加仓
IVZ INVESCO LTD $3,2460.00%123 3336.7% $871 加仓
TNK TEEKAY TANKERS LTD $3,2440.00%50 00.0% — 不变
SBSI SOUTHSIDE BANCSHARES INC $3,2380.00%92 -18-16.4% -$634 减仓
SNA SNAP ON INC $3,2200.00%8 -6-42.9% -$2,415 减仓