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
CCS CENTURY COMMUNITIES INC $2,2380.00%39 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $2,2310.00%21 00.0% — 不变
LAUR LAUREATE ED INC $2,2300.00%64 00.0% — 不变
REXR REXFORD INDL RLTY INC $2,2260.00%68 00.0% — 不变
AMP AMERIPRISE FINL INC $2,2220.00%5 -18-78.3% -$7,999 减仓
MGM MGM RESORTS INTERNATIONAL $2,2210.00%60 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $2,2140.00%21 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $2,2130.00%103 00.0% — 不变
WSBC WESBANCO INC $2,2080.00%64 00.0% — 不变
TMP TOMPKINS FINL CORP $2,2080.00%28 00.0% — 不变
LXRX LEXICON PHARMACEUTICALS INC $2,2030.00%1,412 00.0% — 不变
IONQ IONQ INC $2,1920.00%76 -27-26.2% -$779 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $2,1890.00%38 00.0% — 不变
MRCY MERCURY SYS INC $2,1880.00%30 00.0% — 不变
IVZ INVESCO LTD $2,1870.00%90 00.0% — 不变
CASY CASEYS GEN STORES INC $2,1840.00%3 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $2,1830.00%94 00.0% — 不变
IWR ISHARES TR $2,1790.00%22 -369-94.4% -$3.65万 减仓
FDLO FIDELITY COVINGTON TRUST $2,1750.00%34 00.0% — 不变
TIGO MILLICOM INTL CELLULAR S A $2,1740.00%29 00.0% — 不变
LUNR INTUITIVE MACHINES INC $2,1720.00%117 00.0% — 不变
— AMPLIFY ENERGY CORP NEW $2,1720.00%348 00.0% — 不变
FULC FULCRUM THERAPEUTICS INC $2,1710.00%283 00.0% — 不变
FRME FIRST MERCHANTS CORP $2,1690.00%56 1433.3% $542 加仓
CBSH COMMERCE BANCSHARES INC $2,1650.00%44 2083.3% $984 加仓
OZK BANK OZK LITTLE ROCK ARK $2,1570.00%47 -22-31.9% -$1,010 减仓
— U S GOLD CORP $2,1420.00%141 00.0% — 不变
HIW HIGHWOODS PPTYS INC $2,1410.00%100 00.0% — 不变
GDS GDS HLDGS LTD $2,1360.00%53 2589.3% $1,008 加仓
IAG IAMGOLD CORP $2,1270.00%113 00.0% — 不变
UNIT UNITI GROUP LLC $2,1200.00%226 00.0% — 不变
DHC DIVERSIFIED HEALTHCARE TR $2,1190.00%319 00.0% — 不变
CVBF CVB FINL CORP $2,0950.00%108 00.0% — 不变
BORR BORR DRILLING LTD $2,0890.00%362 00.0% — 不变
VRSK VERISK ANALYTICS INC $2,0880.00%11 -11-50.0% -$2,088 减仓
TPC TUTOR PERINI CORP $2,0850.00%27 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $2,0830.00%61 31103.3% $1,059 加仓
— AGENUS INC $2,0750.00%621 00.0% — 不变
REI RING ENERGY INC $2,0750.00%1,356 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $2,0750.00%57 57— $2,075 新建仓
INCY INCYTE CORP $2,0710.00%22 -10-31.2% -$941 减仓
RSI RUSH STREET INTERACTIVE INC $2,0670.00%95 00.0% — 不变
BY BYLINE BANCORP INC $2,0530.00%65 00.0% — 不变
TXNM TXNM ENERGY INC $2,0470.00%35 934.6% $526 加仓
REG REGENCY CTRS CORP $2,0430.00%27 -17-38.6% -$1,286 减仓
RCKT ROCKET PHARMACEUTICALS INC $2,0340.00%568 00.0% — 不变
BCPC BALCHEM CORP $2,0340.00%12 00.0% — 不变
EPAM EPAM SYS INC $2,0310.00%15 666.7% $812 加仓
FHN FIRST HORIZON CORPORATION $2,0260.00%89 00.0% — 不变
NUVB NUVATION BIO INC $2,0130.00%469 00.0% — 不变
— FLUSHING FINL CORP $2,0130.00%131 00.0% — 不变
RDNT RADNET INC $2,0130.00%36 1680.0% $895 加仓
AAL AMERICAN AIRLINES GROUP INC $2,0090.00%187 -126-40.3% -$1,354 减仓
HR HEALTHCARE RLTY TR $2,0050.00%118 59100.0% $1,002 加仓
CHKP CHECK POINT SOFTWARE TECH LT $2,0000.00%14 -1-6.7% -$143 减仓
LAZ LAZARD INC $1,9970.00%47 33235.7% $1,402 重新持有
GEN GEN DIGITAL INC $1,9960.00%106 -280-72.5% -$5,272 减仓
MLI MUELLER INDS INC $1,9950.00%18 00.0% — 不变
UDR UDR INC $1,9940.00%59 -38-39.2% -$1,284 减仓
BOX BOX INC $1,9860.00%84 84— $1,986 新建仓
— GRAVITY CO LTD $1,9830.00%32 22220.0% $1,363 加仓
STLD STEEL DYNAMICS INC $1,9800.00%11 00.0% — 不变
NFG NATIONAL FUEL GAS CO $1,9740.00%21 00.0% — 不变
ALAB ASTERA LABS INC $1,9730.00%18 -4-18.2% -$438 减仓
INSW INTERNATIONAL SEAWAYS INC $1,9680.00%27 00.0% — 不变
AIZ ASSURANT INC $1,9610.00%9 00.0% — 不变
RES RPC INC $1,9550.00%276 00.0% — 不变
BURL BURLINGTON STORES INC $1,9530.00%6 6— $1,953 新建仓
KOF COCA-COLA FEMSA SAB DE CV $1,9510.00%20 00.0% — 不变
EPR EPR PPTYS $1,9490.00%39 1350.0% $650 加仓
— WEBSTER FINL CORP $1,9440.00%28 19211.1% $1,319 加仓
SJM SMUCKER J M CO $1,9290.00%20 642.9% $579 加仓
TENB TENABLE HLDGS INC $1,9290.00%114 95500.0% $1,608 加仓
VNO VORNADO RLTY TR $1,9240.00%74 47174.1% $1,222 加仓
NEU NEWMARKET CORP $1,9230.00%3 2200.0% $1,282 加仓
PKG PACKAGING CORP AMER $1,9100.00%9 -1-10.0% -$212 减仓
JBSS SANFILIPPO JOHN B & SON INC $1,9040.00%24 850.0% $635 加仓
YETI YETI HLDGS INC $1,9030.00%52 2379.3% $842 加仓
CAR AVIS BUDGET GROUP INC $1,8970.00%13 00.0% — 不变
GMED GLOBUS MED INC $1,8960.00%22 1083.3% $862 加仓
VIPS VIPSHOP HLDGS LTD $1,8870.00%120 -2-1.6% -$31 减仓
AVPT AVEPOINT INC $1,8830.00%198 161435.1% $1,531 加仓
RRX REGAL REXNORD CORPORATION $1,8730.00%10 00.0% — 不变
AMRC AMERESCO INC $1,8620.00%73 00.0% — 不变
NHI NATIONAL HEALTH INVS INC $1,8600.00%23 00.0% — 不变
ACI ALBERTSONS COS INC $1,8580.00%109 64142.2% $1,091 加仓
KRMN KARMAN HLDGS INC $1,8420.00%23 00.0% — 不变
TXT TEXTRON INC $1,8390.00%21 975.0% $788 加仓
AKAM AKAMAI TECHNOLOGIES INC $1,8380.00%16 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $1,8380.00%24 21700.0% $1,608 加仓
RUN SUNRUN INC $1,8180.00%134 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $1,8150.00%9 -6-40.0% -$1,210 减仓
NEOG NEOGEN CORP $1,8030.00%194 00.0% — 不变
ZBIO ZENAS BIOPHARMA INC $1,7990.00%92 2537.3% $489 加仓
MZTI MARZETTI COMPANY $1,7990.00%13 330.0% $415 加仓
SIMO SILICON MOTION TECHNOLOGY CO $1,7970.00%16 -11-40.7% -$1,235 减仓
LKQ LKQ CORP $1,7920.00%61 61— $1,792 新建仓
CNA CNA FINL CORP $1,7910.00%39 39— $1,791 新建仓
VKTX VIKING THERAPEUTICS INC $1,7900.00%55 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $1,7880.00%22 11100.0% $894 加仓