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
TFSL TFS FINL CORP $5340.00%38 00.0% — 不变
GAP GAP INC $5330.00%22 00.0% — 不变
EQBK EQUITY BANCSHARES INC $5330.00%12 00.0% — 不变
TRIP TRIPADVISOR INC $5330.00%50 50— $533 新建仓
RWK INVESCO EXCH TRADED FD TR II $5280.00%4 00.0% — 不变
— TERNS PHARMACEUTICALS INC $5280.00%10 10— $528 新建仓
INDB INDEPENDENT BK CORP MASS $5270.00%7 00.0% — 不变
DIN DINE BRANDS GLOBAL INC $5250.00%20 00.0% — 不变
CRBG COREBRIDGE FINL INC $5250.00%22 22— $525 新建仓
AIN ALBANY INTL CORP $5230.00%10 00.0% — 不变
AVA AVISTA CORP $5220.00%13 -26-66.7% -$1,044 减仓
BFS SAUL CTRS INC $5220.00%16 -30-65.2% -$979 减仓
WHD CACTUS INC $5220.00%11 11— $522 新建仓
SWX SOUTHWEST GAS HLDGS INC $5220.00%6 6— $522 新建仓
THG HANOVER INS GROUP INC $5210.00%3 -14-82.4% -$2,431 减仓
HRL HORMEL FOODS CORP $5210.00%23 00.0% — 不变
GTLB GITLAB INC $5200.00%24 24— $520 新建仓
COMP COMPASS INC $5200.00%71 71— $520 新建仓
IBN ICICI BANK LIMITED $5180.00%20 -138-87.3% -$3,574 减仓
— ALPS ETF TR $5180.00%10 10— $518 新建仓
FLS FLOWSERVE CORP $5150.00%7 00.0% — 不变
MAGN MAGNERA CORP $5140.00%54 00.0% — 不变
— NUVALENT INC $5130.00%5 -8-61.5% -$821 减仓
QCRH QCR HLDGS INC $5130.00%6 00.0% — 不变
MAT MATTEL INC $5090.00%35 00.0% — 不变
PWP PERELLA WEINBERG PARTNERS $5090.00%28 00.0% — 不变
M MACYS INC $5070.00%28 00.0% — 不变
FRSH FRESHWORKS INC $5060.00%63 63— $506 新建仓
ATR APTARGROUP INC $5050.00%4 00.0% — 不变
TWLO TWILIO INC $5040.00%4 00.0% — 不变
CNS COHEN & STEERS INC $5010.00%8 8— $501 新建仓
KMX CARMAX INC $4990.00%12 00.0% — 不变
BNT BROOKFIELD WEALTH SOL LTD $4970.00%12 12— $497 新建仓
MTH MERITAGE HOMES CORP $4950.00%8 -11-57.9% -$681 减仓
— MAUI LD & PINEAPPLE INC $4930.00%32 32— $493 新建仓
HMC HONDA MOTOR CO LTD $4870.00%20 -209-91.3% -$5,089 减仓
BBWI BATH & BODY WORKS INC $4860.00%26 736.8% $131 重新持有
MOS MOSAIC CO $4850.00%19 00.0% — 不变
PAY PAYMENTUS HOLDINGS INC $4830.00%19 19— $483 新建仓
FRPH FRP HLDGS INC $4820.00%22 -26-54.2% -$570 减仓
CNOB CONNECTONE BANCORP INC $4820.00%18 00.0% — 不变
FOUR SHIFT4 PMTS INC $4820.00%11 11— $482 新建仓
— REPOSITRAK INC $4790.00%63 63— $479 新建仓
NAVN NAVAN INC $4770.00%36 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $4750.00%5 00.0% — 不变
IRTC IRHYTHM HOLDINGS INC $4730.00%4 4— $473 新建仓
MSGE MADISON SQUARE GARDEN ENTMT $4720.00%8 00.0% — 不变
HGV HILTON GRAND VACATIONS INC $4700.00%12 00.0% — 不变
PENN PENN ENTERTAINMENT INC $4660.00%31 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $4660.00%13 13— $466 新建仓
LII LENNOX INTL INC $4650.00%1 -1-50.0% -$465 减仓
S SENTINELONE INC $4640.00%36 25.9% $26 加仓
RHP RYMAN HOSPITALITY PPTYS INC $4620.00%5 -14-73.7% -$1,294 减仓
HOMB HOME BANCSHARES INC $4580.00%17 -22-56.4% -$593 减仓
VRRM VERRA MOBILITY CORP $4580.00%32 32— $458 新建仓
WB WEIBO CORP $4550.00%52 52— $455 新建仓
SITC SITE CTRS CORP $4540.00%84 2850.0% $151 重新持有
VIST VISTA ENERGY S.A.B. DE C.V. $4530.00%6 00.0% — 不变
AIV APARTMENT INVT & MGMT CO $4520.00%111 -9-7.5% -$37 重新持有
SNAP SNAP INC $4510.00%98 -31-24.0% -$143 减仓
INGR INGREDION INC $4510.00%4 00.0% — 不变
HPP HUDSON PACIFIC PROPERTIES IN $4500.00%76 00.0% — 不变
NBN NORTHEAST BK PORTLAND ME $4500.00%4 00.0% — 不变
FLO FLOWERS FOODS INC $4490.00%55 -211-79.3% -$1,723 减仓
DRVN DRIVEN BRANDS HLDGS INC $4420.00%35 00.0% — 不变
CRVL CORVEL CORP $4380.00%8 -12-60.0% -$657 减仓
ASAN ASANA INC $4360.00%68 -566-89.3% -$3,629 减仓
PD PAGERDUTY INC $4350.00%70 711.1% $44 重新持有
WAY WAYSTAR HLDG CORP $4340.00%18 763.6% $169 加仓
BUR BURFORD CAPITAL LIMITED $4340.00%96 96— $434 新建仓
DBX DROPBOX INC $4320.00%19 211.8% $45 加仓
LYFT LYFT INC $4260.00%32 00.0% — 不变
CACC CREDIT ACCEP CORP MICH $4240.00%1 00.0% — 不变
GPOR GULFPORT ENERGY CORP $4240.00%2 00.0% — 不变
— TILRAY BRANDS INC $4210.00%65 00.0% — 不变
LCID LUCID GROUP INC $4200.00%44 24.8% $19 加仓
— RENAISSANCE CAP GREENWICH FD $4190.00%10 00.0% — 不变
BRBR BELLRING BRANDS INC $4190.00%26 1062.5% $161 加仓
RDVT RED VIOLET INC $4160.00%12 12— $416 新建仓
— CHART INDS INC $4140.00%2 -1-33.3% -$207 减仓
MMSI MERIT MED SYS INC $4140.00%6 6— $414 新建仓
— DEFI TECHNOLOGIES INC $4130.00%746 746— $413 新建仓
CLF CLEVELAND-CLIFFS INC NEW $4060.00%48 00.0% — 不变
NXE NEXGEN ENERGY LTD $4060.00%35 00.0% — 不变
VMI VALMONT INDS INC $4000.00%1 00.0% — 不变
CALM CAL MAINE FOODS INC $3960.00%5 5— $396 新建仓
FER FERROVIAL SE $3910.00%6 00.0% — 不变
CVLT COMMVAULT SYS INC $3900.00%5 -3-37.5% -$234 减仓
BZ KANZHUN LIMITED $3890.00%29 29— $389 新建仓
NNI NELNET INC $3870.00%3 3— $387 新建仓
— HEALTH CATALYST INC $3810.00%300 00.0% — 不变
GLNG GOLAR LNG LTD $3790.00%7 00.0% — 不变
OUST OUSTER INC $3680.00%20 -5-20.0% -$92 减仓
MT ARCELORMITTAL SA LUXEMBOURG $3640.00%7 00.0% — 不变
NABL N-ABLE INC $3600.00%77 77— $360 新建仓
SPHR SPHERE ENTERTAINMENT CO $3530.00%3 00.0% — 不变
MQ MARQETA INC $3390.00%83 83— $339 新建仓
ACCO ACCO BRANDS CORP $3380.00%112 1051,500.0% $317 加仓
GNL GLOBAL NET LEASE INC $3370.00%36 00.0% — 不变
MCB METROPOLITAN BK HLDG CORP $3340.00%4 00.0% — 不变