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
JJSF J & J SNACK FOODS CORP $00.00%0 —— — 申报中断
TME TENCENT MUSIC ENTMT GROUP $00.00%0 —— — 申报中断
PDM PIEDMONT REALTY TRUST INC $00.00%0 -211-100.0% -$1,760 清仓
EVTL VERTICAL AEROSPACE LTD $00.00%0 —— — 申报中断
G GENPACT LIMITED $00.00%0 —— — 申报中断
CHE CHEMED CORP NEW $00.00%0 —— — 申报中断
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 —— — 申报中断
RGNX REGENXBIO INC $00.00%0 -113-100.0% -$1,628 清仓
BWIN THE BALDWIN INSURANCE GRP IN $00.00%0 -66-100.0% -$1,586 清仓
VRNS VARONIS SYS INC $00.00%0 —— — 申报中断
— GRAFTECH INTL LTD $00.00%0 -100-100.0% -$1,551 清仓
ESNT ESSENT GROUP LTD $00.00%0 —— — 申报中断
RPM RPM INTL INC $00.00%0 —— — 申报中断
Z ZILLOW GROUP INC $00.00%0 —— — 申报中断
— CITY OFFICE REIT INC $00.00%0 -205-100.0% -$1,433 清仓
EBF ENNIS INC $00.00%0 -79-100.0% -$1,423 清仓
TPG TPG INC $00.00%0 —— — 申报中断
NOMD NOMAD FOODS LTD $00.00%0 —— — 申报中断
RITM RITHM CAPITAL CORP $00.00%0 -126-100.0% -$1,374 清仓
SHOO MADDEN STEVEN LTD $00.00%0 -32-100.0% -$1,333 清仓
— SYNOVUS FINL CORP $00.00%0 -26-100.0% -$1,319 清仓
— CURIOSITYSTREAM INC $00.00%0 —— — 申报中断
NRDS NERDWALLET INC $00.00%0 -95-100.0% -$1,288 清仓
GOOD GLADSTONE COMMERCIAL CORP $00.00%0 —— — 申报中断
— DIAMOND HILL INVT GROUP INC $00.00%0 -7-100.0% -$1,187 清仓
ACIC AMERICAN COASTAL INS CORP $00.00%0 -93-100.0% -$1,175 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 —— — 申报中断
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断
STN STANTEC INC $00.00%0 —— — 申报中断
PGNY PROGYNY INC $00.00%0 -44-100.0% -$1,130 清仓
MEDP MEDPACE HLDGS INC $00.00%0 —— — 申报中断
— DOMO INC $00.00%0 —— — 申报中断
RDN RADIAN GROUP INC $00.00%0 -31-100.0% -$1,116 清仓
FOA FINANCE OF AMERICA COMPAN $00.00%0 -46-100.0% -$1,114 清仓
GLOB GLOBANT S A $00.00%0 —— — 申报中断
— RESOURCES CONNECTION INC $00.00%0 -219-100.0% -$1,104 清仓
GHC GRAHAM HLDGS CO $00.00%0 —— — 申报中断
AMPH AMPHASTAR PHARMACEUTICALS IN $00.00%0 -41-100.0% -$1,098 清仓
MHK MOHAWK INDS INC $00.00%0 —— — 申报中断
STEP STEPSTONE GROUP INC $00.00%0 —— — 申报中断
MKTX MARKETAXESS HLDGS INC $00.00%0 -6-100.0% -$1,088 清仓
REPL REPLIMUNE GROUP INC $00.00%0 —— — 申报中断
FLGT FULGENT GENETICS INC $00.00%0 -41-100.0% -$1,078 清仓
— MIDWESTONE FINL GROUP INC NE $00.00%0 -28-100.0% -$1,078 清仓
FSBC FIVE STAR BANCORP $00.00%0 -30-100.0% -$1,074 清仓
INMD INMODE LTD $00.00%0 —— — 申报中断
EFOR ASGN INC $00.00%0 -22-100.0% -$1,060 清仓
INSM INSMED INC $00.00%0 —— — 申报中断
RAL RALLIANT CORP $00.00%0 —— — 申报中断
— CLIPPER RLTY INC $00.00%0 -263-100.0% -$1,005 清仓
AAT AMERICAN ASSETS TR INC $00.00%0 -53-100.0% -$1,004 清仓
SLM SLM CORP $00.00%0 —— — 申报中断
CCNE CNB FINL CORP PA $00.00%0 -38-100.0% -$995 清仓
BATRK ATLANTA BRAVES HLDGS INC $00.00%0 -25-100.0% -$987 清仓
UMH UMH PPTYS INC $00.00%0 —— — 申报中断
GSBC GREAT SOUTHN BANCORP INC $00.00%0 -16-100.0% -$985 清仓
SMPL SIMPLY GOOD FOODS CO $00.00%0 -49-100.0% -$984 清仓
WU WESTERN UN CO $00.00%0 —— — 申报中断
ASR GRUPO AEROPORTUARIO DEL SURE $00.00%0 -3-100.0% -$971 清仓
VIRT VIRTU FINL INC $00.00%0 —— — 申报中断
SMMT SUMMIT THERAPEUTICS INC $00.00%0 —— — 申报中断
BXP BXP INC $00.00%0 —— — 申报中断
ORC ORCHID IS CAP INC $00.00%0 —— — 申报中断
HSTM HEALTHSTREAM INC $00.00%0 -40-100.0% -$923 清仓
COKE COCA COLA CONS INC $00.00%0 —— — 申报中断
BF/B BROWN FORMAN CORP $00.00%0 —— — 申报中断
GABC GERMAN AMERN BANCORP INC $00.00%0 -23-100.0% -$902 清仓
— MESOBLAST LTD $00.00%0 -49-100.0% -$884 清仓
OLP ONE LIBERTY PPTYS INC $00.00%0 —— — 申报中断
SOUN SOUNDHOUND AI INC $00.00%0 —— — 申报中断
— QIAGEN NV $00.00%0 -19-100.0% -$855 清仓
MRVI MARAVAI LIFESCIENCES HLDGS I $00.00%0 -261-100.0% -$849 清仓
PVLA PALVELLA THERAPEUTICS INC NE $00.00%0 -8-100.0% -$838 清仓
— AUDIOEYE INC $00.00%0 -82-100.0% -$820 清仓
— AMERICAN WOODMARK CORPORATIO $00.00%0 -15-100.0% -$809 清仓
TRC TEJON RANCH CO $00.00%0 -51-100.0% -$805 清仓
FMNB FARMERS NATIONAL BANC CORP $00.00%0 -60-100.0% -$800 清仓
IQ IQIYI INC $00.00%0 —— — 申报中断
NSP INSPERITY INC $00.00%0 -20-100.0% -$775 清仓
MOMO HELLO GROUP INC $00.00%0 -117-100.0% -$767 清仓
FBIZ FIRST BUSINESS FINL SVCS INC $00.00%0 -14-100.0% -$761 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
SKWD SKYWARD SPECIALTY INS GROUP $00.00%0 -14-100.0% -$716 清仓
— CRINETICS PHARMACEUTICALS IN $00.00%0 -15-100.0% -$699 清仓
— JELD-WEN HLDG INC $00.00%0 -274-100.0% -$675 清仓
WPP WPP PLC NEW $00.00%0 -30-100.0% -$674 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -16-100.0% -$654 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -6-100.0% -$645 清仓
— CARNIVAL PLC $00.00%0 -21-100.0% -$637 清仓
— TREEHOUSE FOODS INC $00.00%0 -27-100.0% -$637 清仓
CRSP CRISPR THERAPEUTICS AG $00.00%0 —— — 申报中断
BAX BAXTER INTL INC $00.00%0 —— — 申报中断
PATH UIPATH INC $00.00%0 —— — 申报中断
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 —— — 申报中断
NOVT NOVANTA INC $00.00%0 -5-100.0% -$595 清仓
CART MAPLEBEAR INC $00.00%0 —— — 申报中断
ADMA ADMA BIOLOGICS INC $00.00%0 -32-100.0% -$584 清仓
PAGS PAGSEGURO DIGITAL LTD $00.00%0 —— — 申报中断
CCB COASTAL FINL CORP WA $00.00%0 —— — 申报中断
CHDN CHURCHILL DOWNS INC $00.00%0 -5-100.0% -$569 清仓