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
AVAH AVEANNA HEALTHCARE HLDGS INC $1,4110.00%219 00.0% — 不变
— CVRX INC $1,4100.00%149 00.0% — 不变
NKTX NKARTA INC $1,4080.00%667 00.0% — 不变
TTC TORO CO $1,4020.00%15 00.0% — 不变
J JACOBS SOLUTIONS INC $1,4010.00%11 457.1% $509 加仓
— GRUPO AVAL ACCIONES Y VALORE $1,4000.00%318 -195-38.0% -$858 减仓
DOCS DOXIMITY INC $1,3980.00%60 60— $1,398 新建仓
DOC HEALTHPEAK PROPERTIES INC $1,3970.00%85 -28-24.8% -$460 减仓
HE HAWAIIAN ELEC INDS INC MTN B $1,3950.00%94 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC $1,3920.00%16 00.0% — 不变
— PYXIS ONCOLOGY INC $1,3770.00%943 00.0% — 不变
HROW HARROW INC $1,3760.00%39 00.0% — 不变
LI LI AUTO INC $1,3730.00%77 3479.1% $606 加仓
AMAL AMALGAMATED FINANCIAL CORP $1,3610.00%35 00.0% — 不变
— VERIS RESIDENTIAL INC $1,3590.00%72 00.0% — 不变
UMBF UMB FINL CORP $1,3540.00%12 00.0% — 不变
ESAB ESAB CORPORATION $1,3540.00%14 14— $1,354 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $1,3530.00%120 67126.4% $755 加仓
PBR PETROLEO BRASILEIRO S A $1,3490.00%65 00.0% — 不变
ASTE ASTEC INDS INC $1,3460.00%25 00.0% — 不变
CHH CHOICE HOTELS INTL INC $1,3460.00%13 -46-78.0% -$4,763 重新持有
RSP INVESCO EXCHANGE TRADED FD T $1,3440.00%7 7— $1,344 新建仓
BLLN BILLIONTOONE INC $1,3420.00%17 00.0% — 不变
PL PLANET LABS PBC $1,3420.00%48 48— $1,342 新建仓
PUMP PROPETRO HLDG CORP $1,3410.00%93 00.0% — 不变
MRTN MARTEN TRANS LTD $1,3400.00%102 -45-30.6% -$591 减仓
UHT UNIVERSAL HEALTH RLTY INCOME $1,3360.00%33 -4-10.8% -$162 减仓
EQH EQUITABLE HLDGS INC $1,3360.00%36 1571.4% $557 加仓
— INSEEGO CORP $1,3350.00%120 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC $1,3330.00%289 00.0% — 不变
SYNA SYNAPTICS INC $1,3310.00%19 11137.5% $771 加仓
WBTN WEBTOON ENTMT INC $1,3150.00%143 7198.6% $653 加仓
FATE FATE THERAPEUTICS INC $1,3130.00%1,094 00.0% — 不变
EBS EMERGENT BIOSOLUTIONS INC $1,3120.00%158 00.0% — 不变
SAIL SAILPOINT INC $1,3110.00%99 99— $1,311 新建仓
GFF GRIFFON CORP $1,3090.00%18 18— $1,309 新建仓
INVA INNOVIVA INC $1,3050.00%56 2793.1% $629 加仓
UGP ULTRAPAR PARTICIPACOES SA $1,3010.00%236 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1,3000.00%8 -6-42.9% -$975 减仓
AVBC AVIDIA BANCORP INC $1,2990.00%66 00.0% — 不变
UFCS UNITED FIRE GROUP INC $1,2980.00%35 00.0% — 不变
RTO RENTOKIL INITIAL PLC $1,2910.00%41 00.0% — 不变
PHR PHREESIA INC $1,2910.00%154 154— $1,291 新建仓
AVNW AVIAT NETWORKS INC $1,2890.00%57 00.0% — 不变
PRAX PRAXIS PRECISION MEDICINES I $1,2890.00%4 4— $1,289 新建仓
GNW GENWORTH FINL INC $1,2830.00%158 00.0% — 不变
PTC PTC INC $1,2830.00%9 6200.0% $855 加仓
NWS NEWS CORP NEW $1,2830.00%45 45— $1,283 新建仓
AVAV AEROVIRONMENT INC $1,2820.00%7 00.0% — 不变
SRI STONERIDGE INC $1,2800.00%265 00.0% — 不变
ZYME ZYMEWORKS INC $1,2780.00%51 00.0% — 不变
PFS PROVIDENT FINL SVCS INC $1,2700.00%60 00.0% — 不变
CHWY CHEWY INC $1,2690.00%47 29161.1% $783 加仓
NXST NEXSTAR MEDIA GROUP INC $1,2660.00%7 00.0% — 不变
— SERES THERAPEUTICS INC $1,2600.00%142 00.0% — 不变
— ROUNDHILL ETF TRUST $1,2480.00%40 00.0% — 不变
CFFN CAPITOL FED FINL INC $1,2480.00%175 00.0% — 不变
— NATIONAL STORAGE AFFILIATES $1,2460.00%33 -18-35.3% -$680 减仓
MCRI MONARCH CASINO & RESORT INC $1,2430.00%13 00.0% — 不变
RDWR RADWARE LTD $1,2380.00%47 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC $1,2310.00%83 00.0% — 不变
HUBG HUB GROUP INC $1,2260.00%34 00.0% — 不变
CWT CALIFORNIA WTR SVC GROUP $1,2250.00%27 950.0% $408 加仓
— AVANOS MED INC $1,2210.00%87 00.0% — 不变
PNR PENTAIR PLC $1,2200.00%14 327.3% $261 重新持有
WDS WOODSIDE ENERGY GROUP LTD $1,2180.00%51 -101-66.4% -$2,412 减仓
LNTH LANTHEUS HLDGS INC $1,2140.00%16 777.8% $531 重新持有
XNEAX NUVEEN AMT FREE QLTY MUN INC $1,2130.00%108 00.0% — 不变
PACB PACIFIC BIOSCIENCES CALIF IN $1,2110.00%917 00.0% — 不变
EXTR EXTREME NETWORKS INC $1,2070.00%80 00.0% — 不变
WASH WASHINGTON TR BANCORP INC $1,2050.00%36 -36-50.0% -$1,205 减仓
RGR STURM RUGER & CO INC $1,2030.00%30 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $1,2020.00%200 00.0% — 不变
EXEL EXELIXIS INC $1,2010.00%28 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $1,2000.00%6 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,1980.00%20 00.0% — 不变
CAG CONAGRA BRANDS INC $1,1950.00%76 -381-83.4% -$5,991 减仓
HZO MARINEMAX INC $1,1910.00%44 00.0% — 不变
ACIW ACI WORLDWIDE INC $1,1900.00%29 29— $1,190 新建仓
NIC NICOLET BANKSHARES INC $1,1890.00%8 4100.0% $594 加仓
ANF ABERCROMBIE & FITCH CO $1,1880.00%13 -5-27.8% -$457 减仓
BBAI BIGBEAR AI HLDGS INC $1,1870.00%337 00.0% — 不变
EMBJ EMBRAER S.A. $1,1870.00%20 00.0% — 不变
POST POST HLDGS INC $1,1870.00%12 7140.0% $692 加仓
LOGI LOGITECH INTL S A $1,1850.00%13 -7-35.0% -$638 减仓
— SAN JUAN BASIN RTY TR $1,1790.00%245 00.0% — 不变
FFBC 1ST FINL BANCORP $1,1710.00%42 00.0% — 不变
— DEFINITIVE HEALTHCARE CORP $1,1710.00%952 952— $1,171 新建仓
BNL BROADSTONE NET LEASE INC $1,1700.00%64 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $1,1670.00%12 450.0% $389 加仓
SAH SONIC AUTOMOTIVE INC $1,1660.00%17 00.0% — 不变
SSTK SHUTTERSTOCK INC $1,1630.00%70 00.0% — 不变
LION LIONSGATE STUDIOS CORP $1,1610.00%121 00.0% — 不变
HAFC HANMI FINL CORP $1,1600.00%44 00.0% — 不变
FULT FULTON FINL CORP PA $1,1600.00%57 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $1,1600.00%28 00.0% — 不变
RGLO RUSSELL INVTS EXCHANGE TRADE $1,1590.00%40 00.0% — 不变
AGCO AGCO CORP $1,1590.00%10 00.0% — 不变
FFIV F5 INC $1,1580.00%4 00.0% — 不变
RNST RENASANT CORP $1,1570.00%32 00.0% — 不变