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
DUOL DUOLINGO INC $9860.00%10 10— $986 新建仓
— SKILLSOFT CORP $9830.00%229 229— $983 新建仓
OMC OMNICOM GROUP INC $9800.00%13 -25-65.8% -$1,885 减仓
DGX QUEST DIAGNOSTICS INC $9800.00%5 266.7% $392 加仓
AGO ASSURED GUARANTY LTD $9780.00%12 00.0% — 重新持有
CPT CAMDEN PPTY TR $9770.00%10 -19-65.5% -$1,856 减仓
WTFC WINTRUST FINL CORP $9730.00%7 00.0% — 不变
MMYT MAKEMYTRIP LIMITED MAURITIUS $9700.00%26 418.2% $149 加仓
LASR NLIGHT INC $9700.00%17 -10-37.0% -$571 减仓
DHT DHT HOLDINGS INC $9690.00%53 00.0% — 不变
BRZE BRAZE INC $9690.00%41 41— $969 新建仓
MSGK MADISON SQUARE GRDN SPRT COR $9650.00%3 00.0% — 不变
RLX RLX TECHNOLOGY INC $9620.00%437 437— $962 新建仓
WGO WINNEBAGO INDS INC $9610.00%31 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $9590.00%35 00.0% — 不变
MMI MARCUS & MILLICHAP INC $9580.00%36 36— $958 新建仓
CRCL CIRCLE INTERNET GROUP INC $9550.00%10 10— $955 新建仓
CWST CASELLA WASTE SYS INC $9530.00%12 -22-64.7% -$1,747 减仓
PBF PBF ENERGY INC $9530.00%20 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP $9510.00%38 1352.0% $325 加仓
RNW RENEW ENERGY GLOBAL PLC $9490.00%207 -481-69.9% -$2,205 减仓
WRLD WORLD ACCEP CORPORATION $9460.00%7 -1-12.5% -$135 减仓
P EVERPURE INC $9450.00%16 433.3% $236 加仓
METC RAMACO RES INC $9440.00%61 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $9360.00%11 -10-47.6% -$851 减仓
IHG INTERCONTINENTAL HOTELS GROU $9350.00%7 00.0% — 不变
KEX KIRBY CORP $9310.00%7 00.0% — 不变
CRML CRITICAL METALS CORP $9290.00%117 -118-50.2% -$937 减仓
SYBT STOCK YDS BANCORP INC $9290.00%14 00.0% — 不变
LOB LIVE OAK BANCSHARES INC $9260.00%28 00.0% — 不变
KHC KRAFT HEINZ CO $9230.00%41 1346.4% $293 加仓
— COSAN S A $9230.00%224 10994.8% $449 加仓
PEB PEBBLEBROOK HOTEL TR $9220.00%73 00.0% — 不变
MDXG MIMEDX GROUP INC $9210.00%233 233— $921 新建仓
HRTG HERITAGE INSURANCE HLDGS INC $9190.00%35 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $9190.00%8 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $9180.00%22 22— $918 新建仓
AEG AEGON LTD $9150.00%126 -94-42.7% -$683 减仓
IJK ISHARES TR $9150.00%9 00.0% — 不变
— SPRUCE POWER HOLDING CORP $9110.00%222 00.0% — 不变
AAON AAON INC $9110.00%11 11— $911 新建仓
— SYSTEM1 INC $9100.00%301 301— $910 新建仓
CPNG COUPANG INC $9070.00%48 2071.4% $378 加仓
— KALVISTA PHARMACEUTICALS INC $9060.00%45 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $9060.00%115 63121.2% $496 加仓
OPLN OPENLANE INC $9040.00%31 00.0% — 不变
EFX EQUIFAX INC $9010.00%5 -39-88.6% -$7,028 减仓
SPSC SPS COMM INC $8910.00%16 16.7% $56 加仓
DMC FRESH DEL MONTE PRODUCE INC $8860.00%22 00.0% — 不变
— CARTESIAN THERAPEUTICS INC $8860.00%144 144— $886 新建仓
MOG/A MOOG INC $8780.00%3 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $8730.00%3 -4-57.1% -$1,164 减仓
IXC ISHARES TR $8720.00%15 -154-91.1% -$8,953 减仓
WTS WATTS WATER TECHNOLOGIES INC $8710.00%3 00.0% — 不变
LEN LENNAR CORP $8690.00%10 -96-90.6% -$8,342 减仓
— VERITONE INC $8690.00%441 00.0% — 不变
ENS ENERSYS $8690.00%5 00.0% — 不变
CLVT CLARIVATE PLC $8680.00%343 343— $868 新建仓
ALRM ALARM COM HLDGS INC $8640.00%20 20— $864 新建仓
ESQ ESQUIRE FINL HLDGS INC $8600.00%8 00.0% — 不变
COTY COTY INC $8590.00%427 427— $859 新建仓
DCO DUCOMMUN INC DEL $8540.00%7 00.0% — 不变
RPAY REPAY HLDGS CORP $8510.00%327 327— $851 新建仓
VAC MARRIOTT VACATIONS WORLDWIDE $8470.00%13 00.0% — 不变
LGN LEGENCE CORP $8470.00%15 00.0% — 不变
MORN MORNINGSTAR INC $8460.00%5 -11-68.8% -$1,861 减仓
ZETA ZETA GLOBAL HOLDINGS CORP $8440.00%53 53— $844 新建仓
NYAX NAYAX LTD $8400.00%15 00.0% — 不变
HCC WARRIOR MET COAL INC $8390.00%9 00.0% — 不变
MPB MID PENN BANCORP INC $8370.00%26 00.0% — 不变
PLMR PALOMAR HLDGS INC $8370.00%7 4133.3% $478 加仓
NEO NEOGENOMICS INC $8320.00%112 112— $832 新建仓
BCO BRINKS CO $8300.00%8 00.0% — 不变
DOLE DOLE PLC $8290.00%58 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $8230.00%33 33— $823 新建仓
ONTO ONTO INNOVATION INC $8210.00%4 00.0% — 不变
YSS YORK SPACE SYSTEMS INC $8210.00%37 37— $821 新建仓
— LEXINFINTECH HLDGS LTD $8180.00%375 234166.0% $510 重新持有
IPI INTREPID POTASH INC $8130.00%19 00.0% — 不变
BFST BUSINESS FIRST BANCSHARES IN $8120.00%30 30— $812 新建仓
— SOUND GROUP INC $8110.00%48 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $8100.00%51 -8-13.6% -$127 减仓
CAVA CAVA GROUP INC $8090.00%10 00.0% — 不变
IRT INDEPENDENCE RLTY TR INC $8050.00%54 -65-54.6% -$969 减仓
— KALTURA INC $8030.00%658 658— $803 新建仓
ARIS ARIS MINING CORPORATION $7990.00%43 00.0% — 不变
LAW CS DISCO INC $7990.00%209 209— $799 新建仓
PRAA PRA GROUP INC $7880.00%45 45— $788 新建仓
LDOS LEIDOS HOLDINGS INC $7780.00%5 -16-76.2% -$2,490 减仓
ICLR ICON PLC $7750.00%7 -5-41.7% -$554 减仓
RCI ROGERS COMMUNICATIONS INC $7690.00%20 00.0% — 不变
SFL SFL CORPORATION LTD $7670.00%71 00.0% — 不变
BG BUNGE GLOBAL SA $7640.00%6 6— $764 新建仓
ASIX ADVANSIX INC $7570.00%31 -24-43.6% -$586 减仓
XENE XENON PHARMACEUTICALS INC $7560.00%13 00.0% — 不变
ERIE ERIE INDTY CO $7540.00%3 3— $754 新建仓
HTH HILLTOP HLDGS INC $7530.00%21 -26-55.3% -$932 减仓
FCFS FIRSTCASH HOLDINGS INC $7520.00%4 -1-20.0% -$188 重新持有
CGAU CENTERRA GOLD INC $7480.00%42 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $7450.00%8 00.0% — 不变