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
— THE REAL BROKERAGE INC $7450.00%298 298— $745 新建仓
KEN KENON HLDGS LTD $7420.00%9 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $7410.00%9 -5-35.7% -$412 减仓
ALK ALASKA AIR GROUP INC $7360.00%20 -4-16.7% -$147 减仓
NTB BANK OF N T BUTTERFIELD & SO $7350.00%14 14— $735 新建仓
HAFN HAFNIA LTD $7150.00%94 94— $715 新建仓
KEP KOREA ELEC PWR CORP $7130.00%50 50— $713 新建仓
DFH DREAM FINDERS HOMES INC $7100.00%51 51— $710 新建仓
REZI RESIDEO TECHNOLOGIES INC $7080.00%21 1090.9% $337 加仓
MMS MAXIMUS INC $7060.00%11 -11-50.0% -$706 减仓
VSH VISHAY INTERTECHNOLOGY INC $7020.00%39 00.0% — 不变
ASM AVINO SILVER & GOLD MINES LT $6960.00%110 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CORP $6920.00%8 8— $692 新建仓
SSD SIMPSON MFG INC $6870.00%4 4— $687 新建仓
FIVE FIVE BELOW INC $6860.00%3 00.0% — 不变
GFI GOLD FIELDS LTD $6810.00%15 -18-54.5% -$817 减仓
NTES NETEASE COM INC $6720.00%6 -7-53.8% -$784 减仓
ALKS ALKERMES PLC $6720.00%19 19— $672 新建仓
CTS CTS CORP $6690.00%14 00.0% — 不变
GFS GLOBALFOUNDRIES INC $6680.00%15 00.0% — 不变
TDC TERADATA CORP DEL $6670.00%26 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $6670.00%3 00.0% — 不变
— NORTHFIELD BANCORP INC DEL $6640.00%49 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NE $6610.00%25 00.0% — 不变
PRSU PURSUIT ATTRACTIONS AND HOSP $6600.00%18 00.0% — 不变
DGICA DONEGAL GROUP INC $6530.00%38 38— $653 新建仓
MOD MODINE MFG CO $6510.00%3 00.0% — 重新持有
WEN WENDYS CO $6480.00%93 -106-53.3% -$739 减仓
HXL HEXCEL CORP NEW $6480.00%8 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $6470.00%10 00.0% — 不变
USFD US FOODS HLDG CORP $6460.00%7 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $6420.00%19 -11-36.7% -$372 减仓
ERO ERO COPPER CORP $6410.00%24 00.0% — 不变
CRON CRONOS GROUP INC $6410.00%255 00.0% — 不变
— GOLDEN ENTMT INC $6410.00%24 00.0% — 不变
BOKF BOK FINL CORP $6410.00%5 00.0% — 不变
IVT INVENTRUST PPTYS CORP $6400.00%21 21— $640 新建仓
EQT EQT CORP $6370.00%10 -21-67.7% -$1,338 减仓
KTB KONTOOR BRANDS INC $6330.00%9 00.0% — 不变
OKTA OKTA INC $6300.00%8 -125-94.0% -$9,844 减仓
ITRI ITRON INC $6280.00%7 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $6270.00%8 00.0% — 不变
DORM DORMAN PRODS INC $6270.00%6 6— $627 新建仓
ELAN ELANCO ANIMAL HEALTH INC $6230.00%26 00.0% — 不变
SRCE 1ST SOURCE CORP $6230.00%9 9— $623 新建仓
OBK ORIGIN BANCORP INC $6220.00%15 00.0% — 不变
UA UNDER ARMOUR INC $6200.00%107 00.0% — 不变
PTCT PTC THERAPEUTICS INC $6140.00%9 5125.0% $341 加仓
— COLUMBIA FINL INC $6130.00%35 00.0% — 不变
DCOM DIME CMNTY BANCSHARES INC $6090.00%18 00.0% — 不变
BGS B & G FOODS INC $6070.00%126 00.0% — 不变
CAMT CAMTEK LTD $6070.00%4 -1-20.0% -$152 重新持有
AWR AMER STATES WTR CO $6050.00%8 -3-27.3% -$227 减仓
NTCT NETSCOUT SYS INC $6050.00%19 19— $605 新建仓
NTRA NATERA INC $6000.00%3 -4-57.1% -$800 减仓
FSM FORTUNA MNG CORP $5960.00%60 00.0% — 不变
RELY REMITLY GLOBAL INC $5960.00%38 38— $596 新建仓
FIVN FIVE9 INC $5920.00%39 1562.5% $228 加仓
— SILA REALTY TRUST INC $5920.00%25 -15-37.5% -$355 重新持有
VSTM VERASTEM INC $5890.00%111 111— $589 新建仓
ITUB ITAU UNIBANCO HLDG S A $5870.00%70 00.0% — 不变
ENTG ENTEGRIS INC $5870.00%5 00.0% — 不变
AN AUTONATION INC $5860.00%3 00.0% — 不变
TDW TIDEWATER INC NEW $5850.00%7 7— $585 新建仓
NTST NETSTREIT CORP $5840.00%31 31— $584 新建仓
QXO QXO INC $5830.00%30 00.0% — 不变
ENTA ENANTA PHARMACEUTICALS INC $5810.00%46 46— $581 新建仓
TDAY USA TODAY CO INC $5790.00%82 82— $579 新建仓
H HYATT HOTELS CORP $5760.00%4 00.0% — 不变
CPF CENTRAL PAC FINL CORP $5760.00%18 00.0% — 不变
LNT ALLIANT ENERGY CORP $5750.00%8 -86-91.5% -$6,181 减仓
VLRS CONTROLADORA VUELA COMP DE A $5720.00%79 00.0% — 不变
ACT ENACT HLDGS INC $5720.00%14 00.0% — 不变
EAT BRINKER INTL INC $5720.00%4 4— $572 新建仓
JANX JANUX THERAPEUTICS INC $5700.00%41 41— $570 新建仓
EBC EASTERN BANKSHARES INC $5680.00%29 -29-50.0% -$568 重新持有
JRVR JAMES RIV GROUP HOLDINGS INC $5670.00%90 00.0% — 不变
NATL NCR ATLEOS CORPORATION $5670.00%13 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $5650.00%9 9— $565 新建仓
AYI ACUITY INC $5610.00%2 00.0% — 不变
FLR FLUOR CORP $5600.00%12 00.0% — 不变
WERN WERNER ENTERPRISES INC $5590.00%19 00.0% — 不变
OPRA OPERA LTD $5570.00%39 39— $557 新建仓
MNDY MONDAY COM LTD $5530.00%8 8— $553 新建仓
EGO ELDORADO GOLD CORP NEW $5500.00%16 16— $550 新建仓
HEI HEICO CORP NEW $5490.00%2 -29-93.5% -$7,960 减仓
GRAB GRAB HOLDINGS LIMITED $5490.00%150 -360-70.6% -$1,318 减仓
EXE EXPAND ENERGY CORPORATION $5490.00%5 -9-64.3% -$988 减仓
WMS ADVANCED DRAIN SYS INC DEL $5490.00%4 00.0% — 不变
— FIRST FNDTN INC $5490.00%93 00.0% — 不变
BFC BANK FIRST CORP $5410.00%4 00.0% — 不变
OPCH OPTION CARE HEALTH INC $5390.00%20 -4-16.7% -$108 重新持有
IBOC INTERNATIONAL BANCSHARES COR $5390.00%8 8— $539 新建仓
RBRK RUBRIK INC. $5390.00%11 11— $539 新建仓
IMXI INTERNATIONAL MONEY EXPRESS $5380.00%34 00.0% — 不变
WK WORKIVA INC $5370.00%9 9— $537 新建仓
ROG ROGERS CORP $5370.00%5 5— $537 新建仓
UHAL/B U HAUL HOLDING COMPANY $5370.00%12 12— $537 新建仓
ARR ARMOUR RESIDENTIAL REIT INC $5340.00%32 -47-59.5% -$784 减仓
EWBC EAST WEST BANCORP INC $5340.00%5 00.0% — 不变