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
PCTY PAYLOCITY HLDG CORP $3250.00%3 -15-83.3% -$1,625 减仓
MAN MANPOWERGROUP INC WIS $3250.00%11 -7-38.9% -$207 减仓
— COSTAMARE BULKERS HLDGS LTD $3250.00%21 00.0% — 不变
GKOS GLAUKOS CORP $3230.00%3 -4-57.1% -$431 减仓
RWJ INVESCO EXCH TRADED FD TR II $3120.00%6 00.0% — 不变
— LIBERTY BROADBAND CORP $3020.00%6 6— $302 新建仓
BL BLACKLINE INC $2960.00%8 8— $296 新建仓
KAI KADANT INC $2930.00%1 00.0% — 不变
MNSO MINISO GROUP HLDG LTD $2920.00%18 18— $292 新建仓
KVYO KLAVIYO INC $2920.00%15 15— $292 新建仓
XPEV XPENG INC $2910.00%17 -27-61.4% -$462 重新持有
ADNT ADIENT PLC $2830.00%14 -64-82.1% -$1,294 减仓
JACK JACK IN THE BOX INC $2810.00%29 00.0% — 不变
LGIH LGI HOMES INC $2770.00%7 7— $277 新建仓
GO GROCERY OUTLET HLDG CORP $2680.00%38 00.0% — 不变
MRX MAREX GROUP PLC $2680.00%6 -8-57.1% -$357 重新持有
RAMP LIVERAMP HLDGS INC $2660.00%10 10— $266 新建仓
BETA BETA TECHNOLOGIES INC $2650.00%18 -35-66.0% -$515 减仓
GDXJ VANECK ETF TRUST $2460.00%2 00.0% — 不变
STNE STONECO LTD $2410.00%17 -27-61.4% -$383 减仓
— CUE BIOPHARMA INC $2320.00%1,006 00.0% — 不变
— ADURO CLEAN TECHNOLOGIES INC $2310.00%22 22— $231 新建仓
BDC BELDEN INC $2300.00%2 -1-33.3% -$115 减仓
HOG HARLEY DAVIDSON INC $2210.00%11 -43-79.6% -$864 减仓
— PROCAP FINL INC $2110.00%100 00.0% — 不变
URNM SPROTT FDS TR $1960.00%3 00.0% — 不变
OGN ORGANON & CO $1920.00%32 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1830.00%7 00.0% — 不变
KWEB KRANESHARES TRUST $1810.00%6 00.0% — 不变
KN KNOWLES CORP $1800.00%7 00.0% — 不变
VYX NCR VOYIX CORPORATION $1650.00%26 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $1490.00%7 00.0% — 不变
— BED BATH & BEYOND INC $1480.00%262 00.0% — 不变
GTX GARRETT MOTION INC $1100.00%6 6— $110 新建仓
— COMTECH TELECOMMUNICATIONS C $1030.00%31 00.0% — 不变
— OWLET INC $980.00%19 00.0% — 不变
YPF YPF SOCIEDAD ANONIMA $930.00%2 00.0% — 不变
XPEL XPEL INC $890.00%2 00.0% — 不变
PAM PAMPA ENERGIA SA $890.00%1 00.0% — 不变
WSC WILLSCOT HLDGS CORP $710.00%4 -27-87.1% -$479 减仓
— NEXTTRIP INC $650.00%20 00.0% — 不变
DGXX DIGI PWR X INC $570.00%28 00.0% — 不变
KD KYNDRYL HLDGS INC $530.00%4 -19-82.6% -$252 减仓
— PROSHARES TR $530.00%1 1— $53 新建仓
SUPV GRUPO SUPERVIELLE S.A. $480.00%5 00.0% — 不变
— GD CULTURE GROUP LTD $470.00%17 00.0% — 不变
— BEYOND MEAT INC $360.00%50 00.0% — 不变
NVAX NOVAVAX INC $330.00%4 00.0% — 不变
WOLF WOLFSPEED INC $330.00%2 -1-33.3% -$16 重新持有
EMBC EMBECTA CORP $270.00%3 -84-96.6% -$756 减仓
TENX TENAX THERAPEUTICS INC $160.00%1 00.0% — 不变
— LIBERTY ALL-STAR GROWTH FD I $130.00%3 00.0% — 不变
— CEL-SCI CORP $100.00%3 00.0% — 不变
PTON PELOTON INTERACTIVE INC $50.00%1 00.0% — 不变
— ORION PROPERTIES INC $50.00%2 00.0% — 不变
— AIXCRYPTO HOLDINGS INC $30.00%2 00.0% — 不变
— TAOPING INC $20.00%1 00.0% — 不变
BXSL BLACKSTONE SECD LENDING FD $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 -750-100.0% -$13.78万 清仓
VSGX VANGUARD WORLD FD $00.00%0 -1,049-100.0% -$7.51万 清仓
ALB ALBEMARLE CORP $00.00%0 -462-100.0% -$6.53万 清仓
— ISHARES TR $00.00%0 -929-100.0% -$3.96万 清仓
— ISHARES TR $00.00%0 -642-100.0% -$3.03万 清仓
FICO FAIR ISAAC CORP $00.00%0 —— — 申报中断
— ISHARES TR $00.00%0 -555-100.0% -$2.58万 清仓
MKL MARKEL GROUP INC $00.00%0 —— — 申报中断
— AMCOR PLC $00.00%0 -287-100.0% -$1.20万 清仓
PERI PERION NETWORK LTD $00.00%0 -984-100.0% -$9,427 清仓
CSGP COSTAR GROUP INC $00.00%0 —— — 申报中断
— AMPLIFY ETF TR $00.00%0 -120-100.0% -$8,942 清仓
— GLOBAL X FDS $00.00%0 -395-100.0% -$8,940 清仓
CSW CSW INDUSTRIALS INC $00.00%0 -30-100.0% -$8,806 清仓
— VENTYX BIOSCIENCES INC $00.00%0 -833-100.0% -$7,522 清仓
FSLR FIRST SOLAR INC $00.00%0 —— — 申报中断
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 -122-100.0% -$6,660 清仓
VRP INVESCO EXCH TRADED FD TR II $00.00%0 -265-100.0% -$6,448 清仓
— TELEFONICA S A $00.00%0 -1,496-100.0% -$6,059 清仓
ENB ENBRIDGE INC $00.00%0 —— — 申报中断
— CUREVAC N V $00.00%0 -1,022-100.0% -$4,620 清仓
VRTS VIRTUS INVT PARTNERS INC $00.00%0 —— — 申报中断
RHI ROBERT HALF INC. $00.00%0 —— — 申报中断
U UNITY SOFTWARE INC $00.00%0 —— — 申报中断
— CYBERARK SOFTWARE LTD $00.00%0 -9-100.0% -$4,015 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -65-100.0% -$3,818 清仓
CUZ COUSINS PPTYS INC $00.00%0 —— — 申报中断
— TRUECAR INC $00.00%0 -1,648-100.0% -$3,725 清仓
NTGR NETGEAR INC $00.00%0 -132-100.0% -$3,238 清仓
— COMERICA INC $00.00%0 -37-100.0% -$3,217 清仓
— HILLENBRAND INC $00.00%0 -95-100.0% -$3,014 清仓
MC MOELIS & CO $00.00%0 -43-100.0% -$2,956 清仓
REYN REYNOLDS CONSUMER PRODS INC $00.00%0 -123-100.0% -$2,820 清仓
KFRC KFORCE INC $00.00%0 —— — 申报中断
— CIVITAS RESOURCES INC $00.00%0 -98-100.0% -$2,655 清仓
— CHICAGO ATLANTIC REAL ESTATE $00.00%0 —— — 申报中断
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 —— — 申报中断
CCU COMPANIA CERVECERIAS UNIDAS $00.00%0 —— — 申报中断
WMG WARNER MUSIC GROUP CORP $00.00%0 -71-100.0% -$2,178 清仓
KRC KILROY RLTY CORP $00.00%0 —— — 申报中断
DX DYNEX CAP INC $00.00%0 —— — 申报中断
MDLN MEDLINE INC $00.00%0 —— — 申报中断