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
DKS DICKS SPORTING GOODS INC $1,7850.00%9 480.0% $793 重新持有
MTCH MATCH GROUP INC NEW $1,7820.00%58 45346.2% $1,383 重新持有
UTHR UNITED THERAPEUTICS CORP DEL $1,7790.00%3 00.0% — 不变
BROS DUTCH BROS INC $1,7740.00%35 35— $1,774 新建仓
NIO NIO INC $1,7730.00%294 -1-0.3% -$6 减仓
CARG CARGURUS INC $1,7710.00%52 1540.5% $511 加仓
— EUROPEAN WAX CTR INC $1,7630.00%305 00.0% — 不变
BILL BILL HOLDINGS INC $1,7620.00%46 2291.7% $843 加仓
TTMI TTM TECHNOLOGIES INC $1,7540.00%18 -6-25.0% -$585 减仓
DINO HF SINCLAIR CORP $1,7470.00%28 00.0% — 不变
PEGA PEGASYSTEMS INC $1,7450.00%41 37.9% $128 加仓
SAFT SAFETY INS GROUP INC $1,7440.00%24 00.0% — 不变
BMRC BANK OF MARIN BANCORP $1,7430.00%68 00.0% — 不变
HFWA HERITAGE FINL CORP WASH $1,7420.00%67 00.0% — 不变
ATHM AUTOHOME INC $1,7370.00%100 76316.7% $1,320 加仓
SDRL SEADRILL LTD $1,7290.00%38 00.0% — 不变
WHR WHIRLPOOL CORP $1,7260.00%32 00.0% — 不变
RKT ROCKET COS INC $1,7250.00%121 -193-61.5% -$2,751 减仓
STWD STARWOOD PPTY TR INC $1,7220.00%100 00.0% — 不变
CMC COMMERCIAL METALS CO $1,7210.00%28 00.0% — 不变
MBWM MERCANTILE BK CORP $1,7170.00%34 00.0% — 不变
CALX CALIX INC $1,7150.00%35 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $1,7120.00%5 266.7% $685 加仓
GRAL GRAIL INC $1,7060.00%33 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $1,6850.00%73 39114.7% $900 加仓
CERT CERTARA INC $1,6820.00%295 295— $1,682 新建仓
PVH PVH CORPORATION $1,6750.00%24 18300.0% $1,256 加仓
ARCB ARCBEST CORP $1,6730.00%17 00.0% — 不变
FMS FRESENIUS MEDICAL CARE AG $1,6700.00%74 -42-36.2% -$948 减仓
EEFT EURONET WORLDWIDE INC $1,6600.00%25 631.6% $398 加仓
SGMT SAGIMET BIOSCIENCES INC $1,6570.00%317 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $1,6570.00%19 19— $1,657 新建仓
PRLB PROTO LABS INC $1,6540.00%29 00.0% — 不变
ESTC ELASTIC N V $1,6500.00%33 1043.5% $500 加仓
PHIN PHINIA INC $1,6430.00%24 00.0% — 不变
UGI UGI CORP NEW $1,6390.00%45 00.0% — 不变
OKLO OKLO INC $1,6370.00%33 -3-8.3% -$149 减仓
OGS ONE GAS INC $1,6370.00%19 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $1,6300.00%4 3300.0% $1,222 重新持有
OC OWENS CORNING NEW $1,6240.00%15 17.1% $108 加仓
WIX WIX COM LTD $1,6220.00%18 13260.0% $1,171 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $1,6190.00%20 -910-97.8% -$7.37万 减仓
ALEC ALECTOR INC $1,6170.00%752 00.0% — 不变
— CLEARWATER ANALYTICS HLDGS I $1,6090.00%68 -878-92.8% -$2.08万 减仓
ROKU ROKU INC $1,6090.00%17 00.0% — 不变
IE IVANHOE ELECTRIC INC $1,6080.00%136 00.0% — 不变
EDIT EDITAS MEDICINE INC $1,6040.00%649 00.0% — 不变
ILMN ILLUMINA INC $1,6030.00%13 -8-38.1% -$986 减仓
SMBC SOUTHERN MO BANCORP INC $1,5990.00%25 00.0% — 不变
NDSN NORDSON CORP $1,5970.00%6 250.0% $532 加仓
KRG KITE REALTY GROUP TRUST $1,5960.00%65 00.0% — 不变
STLA STELLANTIS N.V $1,5960.00%225 9066.7% $638 加仓
BCH BANCO DE CHILE $1,5930.00%43 00.0% — 不变
VECO VEECO INSTRS INC DEL $1,5920.00%47 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $1,5910.00%86 00.0% — 不变
PAX PATRIA INVESTMENTS LIMITED $1,5880.00%126 -51-28.8% -$643 减仓
PAYC PAYCOM SOFTWARE INC $1,5810.00%13 685.7% $730 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $1,5790.00%34 -31-47.7% -$1,440 减仓
GLRE GREENLIGHT CAP RE LTD $1,5740.00%91 00.0% — 不变
AMH AMERICAN HOMES 4 RENT $1,5640.00%56 37194.7% $1,033 重新持有
CF CF INDUSTRIES HOLD $1,5590.00%12 6100.0% $780 加仓
PR PERMIAN RESOURCES CORP $1,5570.00%73 00.0% — 不变
XPO XPO INC $1,5570.00%8 4100.0% $778 加仓
RMBS RAMBUS INC DEL $1,5490.00%18 650.0% $516 加仓
ZS ZSCALER INC $1,5440.00%11 -58-84.1% -$8,141 减仓
PJT PJT PARTNERS INC $1,5370.00%11 00.0% — 不变
RBA RB GLOBAL INC $1,5340.00%16 00.0% — 不变
NCNO NCINO INC $1,5280.00%102 59137.2% $884 加仓
MATV MATIV HOLDINGS INC $1,5230.00%175 00.0% — 不变
NE NOBLE CORP PLC $1,5220.00%31 -122-79.7% -$5,990 减仓
GDOT GREEN DOT CORP $1,5150.00%135 00.0% — 不变
CXM SPRINKLR INC $1,5120.00%252 252— $1,512 新建仓
NTR NUTRIEN LTD $1,5100.00%20 00.0% — 不变
FR FIRST INDL RLTY TR INC $1,5050.00%26 17188.9% $984 加仓
TALO TALOS ENERGY INC $1,4980.00%95 4486.3% $694 加仓
GWRE GUIDEWIRE SOFTWARE INC $1,4960.00%10 342.9% $449 加仓
BSBR BANCO SANTANDER BRASIL S A $1,4950.00%252 00.0% — 不变
ANNX ANNEXON INC $1,4910.00%269 00.0% — 不变
— WHITESTONE REIT $1,4860.00%92 46100.0% $743 加仓
HLLY HOLLEY INC $1,4830.00%483 00.0% — 不变
ECPG ENCORE CAP GROUP INC $1,4730.00%21 00.0% — 不变
— NAVIENT CORPORATION $1,4730.00%180 180— $1,473 新建仓
— VIRTUS TOTAL RETURN FD INC $1,4700.00%222 00.0% — 不变
CNR CORE NATURAL RESOURCES INC $1,4670.00%14 -3-17.6% -$314 减仓
MANH MANHATTAN ASSOCIATES INC $1,4650.00%11 00.0% — 不变
WCN WASTE CONNECTIONS INC $1,4620.00%9 -110-92.4% -$1.79万 减仓
YELP YELP INC $1,4600.00%59 -36-37.9% -$891 减仓
DNLI DENALI THERAPEUTICS INC $1,4600.00%76 00.0% — 不变
GILT GILAT SATELLITE NETWORKS LTD $1,4570.00%97 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $1,4390.00%17 00.0% — 不变
— UNIVERSAL LOGISTICS HLDGS IN $1,4380.00%68 2974.4% $613 重新持有
TROX TRONOX HOLDINGS PLC $1,4370.00%147 00.0% — 不变
MRP MILLROSE PPTYS INC $1,4280.00%51 -31-37.8% -$868 减仓
MARA MARA HOLDINGS INC $1,4280.00%175 8492.3% $685 加仓
SANM SANMINA CORP $1,4270.00%11 -5-31.2% -$649 减仓
— ISHARES ETHEREUM TR $1,4250.00%90 00.0% — 不变
APPF APPFOLIO INC $1,4210.00%9 7350.0% $1,105 加仓
AHCO ADAPTHEALTH CORP $1,4170.00%119 00.0% — 不变
DEO DIAGEO PLC $1,4150.00%19 -1-5.0% -$74 减仓
FCN FTI CONSULTING INC $1,4150.00%8 8— $1,415 新建仓