13F 机构持仓

Physician Wealth Advisors, Inc.

MIDVALE UT · SEC CIK 0001795173

2026Q22026Q1 更早 9 个季度 🔒
$8.37亿2026Q2 申报市值
2,333持仓数
51.2%前十大占比 · 第一大 12.3%
335 / 147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 12.3%
SPYM 11.2%
ACWX 5.3%
DFAI 3.8%
IVW 3.8%
DYNF 3.7%
IVE 3.2%
DFAE 3.1%
ITOT 2.5%
DFAU 2.3%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$3,468.89万
IALT 新建仓+$830.97万
ACWX 加仓+$659.39万
SHLD 加仓+$266.71万
IVW 加仓+$266.15万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1,374.54万
EFV 减仓-$1,103.11万
DFAE 减仓-$556.88万
THRO 减仓-$489.77万
BAI 减仓-$423.72万

2026Q2 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
WERN WERNER ENTERPRISES INC $8290.00%19 00.0% — 不变
NTCT NETSCOUT SYS INC $8280.00%19 00.0% — 不变
LGIH LGI HOMES INC $8280.00%13 685.7% $382 加仓
— AIRSHIP AI HLDGS INC $8250.00%345 345— $825 新建仓
NAVN NAVAN INC $8240.00%36 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $8240.00%8 8— $824 新建仓
ALG ALAMO GROUP INC $8230.00%5 5— $823 新建仓
HTH HILLTOP HLDGS INC $8150.00%21 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $8140.00%33 00.0% — 不变
SITC SITE CTRS CORP $8140.00%205 121144.0% $480 加仓
DRD DRDGOLD LIMITED $8100.00%38 00.0% — 不变
METC RAMACO RES INC $8080.00%61 00.0% — 不变
KYMR KYMERA THERAPEUTICS INC $8030.00%7 7— $803 新建仓
HXL HEXCEL CORP NEW $8010.00%8 00.0% — 不变
— APOGEE THERAPEUTICS INC $7970.00%6 6— $797 新建仓
DOLE DOLE PLC $7960.00%58 00.0% — 不变
— FOLD HLDGS INC $7960.00%1,754 1,754— $796 新建仓
GLXY GALAXY DIGITAL INC. $7930.00%29 29— $793 新建仓
— SAN JUAN BASIN RTY TR $7870.00%245 00.0% — 不变
XENE XENON PHARMACEUTICALS INC $7850.00%13 00.0% — 不变
CE CELANESE CORP DEL $7820.00%17 541.7% $230 重新持有
HOG HARLEY DAVIDSON INC $7810.00%32 21190.9% $513 加仓
H HYATT HOTELS CORP $7760.00%4 00.0% — 不变
AMBA AMBARELLA INC $7730.00%9 9— $773 新建仓
— LIBERTY BROADBAND CORP $7650.00%23 17283.3% $565 加仓
FENI FIDELITY COVINGTON TRUST $7630.00%19 19— $763 新建仓
EVER EVERQUOTE INC $7620.00%32 32— $762 新建仓
VICR VICOR CORP $7600.00%2 2— $760 新建仓
NASA TEMA ETF TRUST $7600.00%25 25— $760 新建仓
FER FERROVIAL NV $7550.00%11 583.3% $343 加仓
KBH KB HOME $7520.00%12 12— $752 新建仓
KTB KONTOOR BRANDS INC $7510.00%9 00.0% — 不变
KREF KKR REAL ESTATE FIN TR INC $7460.00%109 109— $746 新建仓
DAVE DAVE INC $7460.00%2 2— $746 新建仓
AIN ALBANY INTL CORP $7450.00%10 00.0% — 不变
IXC ISHARES TR $7440.00%15 00.0% — 不变
— COLUMBIA FINL INC $7430.00%35 00.0% — 不变
VLRS CONTROLADORA VUELA COMP DE A $7410.00%79 00.0% — 不变
NIO NIO INC $7390.00%146 -148-50.3% -$749 减仓
SPXC SPX TECHNOLOGIES INC $7360.00%3 -3-50.0% -$736 减仓
QDEL QUIDELORTHO CORP $7360.00%42 -26-38.2% -$456 减仓
KKR KKR & CO INC $7350.00%8 -38-82.6% -$3,491 减仓
GTLB GITLAB INC $7330.00%24 00.0% — 不变
DCOM DIME COML BANCSHARES INC $7320.00%18 00.0% — 不变
HCC WARRIOR MET COAL INC $7310.00%9 00.0% — 不变
ASST STRIVE INC $7310.00%67 67— $731 新建仓
WSC WILLSCOT HLDGS CORP $7240.00%25 21525.0% $608 加仓
— NORTHFIELD BANCORP INC DEL $7220.00%49 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $7210.00%21 21— $721 新建仓
CVE CENOVUS ENERGY INC $7200.00%29 29— $720 新建仓
DIN DINE BRANDS GLOBAL INC $7180.00%20 00.0% — 不变
BY BYLINE BANCORP INC $7160.00%19 -46-70.8% -$1,733 减仓
LRMR LARIMAR THERAPEUTICS INC $7110.00%233 00.0% — 不变
CRON CRONOS GROUP INC $7090.00%255 00.0% — 不变
HAPN HAPPEN INC $7060.00%34 34— $706 新建仓
PAX PATRIA INVESTMENTS LIMITED $7030.00%64 -62-49.2% -$681 减仓
OPLN OPENLANE INC $7020.00%17 -14-45.2% -$578 减仓
FTH FAETH THERAPEUTICS INC $7000.00%28 28— $700 新建仓
ASM AVINO SILVER & GOLD MINES LT $6980.00%110 00.0% — 不变
CCB COASTAL FINL CORP WA $6980.00%9 480.0% $310 重新持有
PFSI PENNYMAC FINL SVCS INC NEW $6970.00%8 -9-52.9% -$784 重新持有
ALGM ALLEGRO MICROSYSTEMS INC $6970.00%10 10— $697 新建仓
HOFT HOOKER FURNISHINGS CORPORATI $6960.00%39 39— $696 新建仓
BOKF BOK FINL CORP $6950.00%5 00.0% — 不变
GLBE GLOBAL E ONLINE LTD $6950.00%20 12150.0% $417 重新持有
STNE STONECO LTD $6940.00%64 47276.5% $510 加仓
NTLA INTELLIA THERAPEUTICS INC $6940.00%41 41— $694 新建仓
UHAL/B U HAUL HOLDING COMPANY $6930.00%12 00.0% — 不变
TH TARGET HOSPITALITY CORP $6930.00%34 34— $693 新建仓
STRZ STARZ ENTERTAINMENT CORP. $6930.00%24 24— $693 新建仓
AZTA AZENTA INC $6900.00%27 -23-46.0% -$588 减仓
CPF CENTRAL PAC FINL CORP $6880.00%18 00.0% — 不变
SEZL SEZZLE INC $6870.00%4 4— $687 新建仓
CDNA CAREDX INC $6840.00%24 24— $684 新建仓
DORM DORMAN PRODS INC $6830.00%5 -1-16.7% -$137 减仓
DFH DREAM FINDERS HOMES INC $6740.00%39 -12-23.5% -$207 减仓
TFSL TFS FINL CORP $6740.00%38 00.0% — 不变
EAT BRINKER INTL INC $6720.00%4 00.0% — 不变
MTH MERITAGE HOMES CORP $6710.00%8 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $6710.00%30 23328.6% $514 加仓
UA UNDER ARMOUR INC $6660.00%107 00.0% — 不变
COMP COMPASS INC $6660.00%54 -17-23.9% -$210 减仓
ELF E L F BEAUTY INC $6660.00%9 9— $666 新建仓
PENN PENN ENTERTAINMENT INC $6630.00%31 00.0% — 不变
— LANTERN PHARMA INC $6590.00%158 158— $659 新建仓
HTZ HERTZ GLOBAL HLDGS INC $6550.00%289 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $6550.00%12 00.0% — 重新持有
REZI RESIDEO TECHNOLOGIES INC $6540.00%21 00.0% — 不变
CAMT CAMTEK LTD $6530.00%4 00.0% — 不变
— BYRNA TECHNOLOGIES INC $6510.00%97 97— $651 新建仓
SLGN SILGAN HLDGS INC $6500.00%14 14— $650 新建仓
MSGE MADISON SQUARE GARDEN ENTMT $6480.00%8 00.0% — 不变
CCS CENTURY COMMUNITIES INC $6450.00%9 -30-76.9% -$2,150 减仓
ARIS ARIS MINING CORPORATION $6420.00%43 00.0% — 不变
ERO ERO COPPER CORP $6420.00%24 00.0% — 不变
ARW ARROW ELECTRS INC $6410.00%3 3— $641 新建仓
ACT ENACT HLDGS INC $6400.00%14 00.0% — 不变
— ALPS ETF TR $6400.00%10 00.0% — 不变
MAGN MAGNERA CORP $6350.00%54 00.0% — 不变
KMX CARMAX INC $6350.00%12 00.0% — 不变