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
— EAGLE BANCORP MONT INC $5270.00%22 22— $527 新建仓
TNC TENNANT CO $5260.00%6 6— $526 新建仓
OHI OMEGA HEALTHCARE INVS INC $5250.00%11 -63-85.1% -$3,007 减仓
ELPC COMPANHIA PARANAENSE DE ENER $5250.00%45 45— $525 新建仓
CALX CALIX INC $5230.00%14 -21-60.0% -$784 减仓
ALK ALASKA AIR GROUP INC $5220.00%10 -10-50.0% -$522 减仓
CORT CORCEPT THERAPEUTICS INC $5220.00%6 -10-62.5% -$870 重新持有
AMX AMERICA MOVIL SAB DE CV $5200.00%20 20— $520 新建仓
— EPSILON ENERGY LTD $5200.00%96 96— $520 新建仓
GO GROCERY OUTLET HLDG CORP $5190.00%52 1436.8% $140 加仓
— SOUND FINL BANCORP INC $5180.00%12 12— $518 新建仓
JJSF J & J SNACK FOODS CORP $5150.00%7 -13-65.0% -$956 重新持有
BNT BROOKFIELD WEALTH SOL LTD $5120.00%12 00.0% — 不变
— FIRST NATL CORP VA $5110.00%17 17— $511 新建仓
GPOR GULFPORT ENERGY CORP $5100.00%3 150.0% $170 加仓
SMMT SUMMIT THERAPEUTICS INC $5100.00%35 -20-36.4% -$291 重新持有
CSTM CONSTELLIUM SE $5100.00%16 16— $510 新建仓
ARTNA ARTESIAN RES CORP $5100.00%15 15— $510 新建仓
BSY BENTLEY SYS INC $5090.00%17 -774-97.9% -$2.32万 减仓
TFX TELEFLEX INCORPORATED $5080.00%4 4— $508 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $5070.00%173 -220-56.0% -$645 减仓
FSM FORTUNA MNG CORP $5070.00%60 00.0% — 不变
VLGEA VILLAGE SUPER MKT INC $5070.00%12 12— $507 新建仓
CG CARLYLE GROUP INC $5060.00%12 12— $506 新建仓
— DIGITAL BRANDS GROUP INC $5060.00%671 671— $506 新建仓
— FIRST SEACOAST BANCORP INC $5060.00%30 30— $506 新建仓
— AMES NATL CORP $5040.00%17 17— $504 新建仓
ATNI ATN INTL INC $5040.00%19 19— $504 新建仓
CCU COMPANIA CERVECERIAS UNIDAS $5040.00%45 -127-73.8% -$1,422 重新持有
EMBC EMBECTA CORP $5030.00%154 1515,033.3% $493 加仓
CBAN COLONY BANKCORP INC $5030.00%25 25— $503 新建仓
— PRIMEENERGY RESOURCES CORP $5010.00%3 3— $501 新建仓
WIX WIX COM LTD $5000.00%11 -7-38.9% -$318 减仓
SATL SATELLOGIC INC $4980.00%87 87— $498 新建仓
ONON ON HLDG AG $4960.00%14 14— $496 新建仓
AMR ALPHA METALLURGICAL RESOUR I $4950.00%3 3— $495 新建仓
RYZ RYERSON HLDG CORP $4930.00%20 20— $493 新建仓
CGNT COGNYTE SOFTWARE LTD $4920.00%56 56— $492 新建仓
LEGN LEGEND BIOTECH CORP $4910.00%17 -38-69.1% -$1,098 减仓
WVE WAVE LIFE SCIENCES LTD $4890.00%84 84— $489 新建仓
NSIT INSIGHT ENTERPRISES INC $4880.00%4 4— $488 新建仓
GSAT GLOBALSTAR INC $4880.00%6 6— $488 新建仓
MAT MATTEL INC $4860.00%35 00.0% — 不变
— KLX ENERGY SERVICES HOLDINGS $4860.00%188 188— $486 新建仓
WU WESTERN UN CO $4860.00%63 -42-40.0% -$324 重新持有
— DOMO INC $4860.00%155 2216.5% $69 重新持有
EC ECOPETROL S A $4850.00%34 34— $485 新建仓
RRC RANGE RES CORP $4840.00%13 13— $484 新建仓
SKYD PARAMOUNT SKYDANCE CORP $4840.00%49 48.9% $40 重新持有
STN STANTEC INC $4830.00%7 -5-41.7% -$345 重新持有
JAZZ JAZZ PHARMACEUTICALS PLC $4820.00%2 2— $482 新建仓
SUI SUN CMNTYS INC $4800.00%4 -32-88.9% -$3,840 减仓
GOOD GLADSTONE COMMERCIAL CORP $4800.00%39 -73-65.2% -$898 重新持有
RLX RLX TECHNOLOGY INC $4790.00%252 -185-42.3% -$352 减仓
FG F&G ANNUITIES & LIFE INC $4790.00%18 11157.1% $293 重新持有
ATAT ATOUR LIFESTYLE HLDGS LTD $4770.00%15 15— $477 新建仓
USAR USA RARE EARTH INC $4750.00%22 22— $475 新建仓
HBM HUDBAY MINERALS INC $4730.00%20 20— $473 新建仓
EGY VAALCO ENERGY INC $4730.00%93 93— $473 新建仓
GRNT GRANITE RIDGE RESOURCES INC $4720.00%107 107— $472 新建仓
— CHICAGO ATLANTIC REAL ESTATE $4720.00%44 -141-76.2% -$1,513 重新持有
NTSK NETSKOPE INC $4710.00%43 1979.2% $208 重新持有
ACCO ACCO BRANDS CORP $4690.00%113 10.9% $4 加仓
LYFT LYFT INC $4680.00%32 00.0% — 不变
EGO ELDORADO GOLD CORP NEW $4670.00%15 -1-6.2% -$31 减仓
SD SANDRIDGE ENERGY INC $4660.00%34 34— $466 新建仓
PL PLANET LABS PBC $4640.00%14 -34-70.8% -$1,127 减仓
TMQ TRILOGY METALS INC NEW $4640.00%132 132— $464 新建仓
LVS LAS VEGAS SANDS CORP $4620.00%10 -43-81.1% -$1,987 减仓
NVAX NOVAVAX INC $4620.00%49 451,125.0% $424 加仓
XNDU XANADU QUANTUM TECHNOLO LTD $4610.00%38 38— $461 新建仓
— CADELER A S $4610.00%21 21— $461 新建仓
SHBI SHORE BANCSHARES INC $4590.00%20 -38-65.5% -$872 减仓
RCAT RED CAT HLDGS INC $4580.00%43 43— $458 新建仓
MZTI MARZETTI COMPANY $4570.00%4 -9-69.2% -$1,028 减仓
LFTO LIFTOFF MOBILE INC $4570.00%19 19— $457 新建仓
NAK NORTHERN DYNASTY MINERALS LT $4560.00%237 237— $456 新建仓
STEP STEPSTONE GROUP INC $4550.00%11 -6-35.3% -$248 重新持有
NOG NORTHERN OIL & GAS INC $4540.00%25 25— $454 新建仓
GILT GILAT SATELLITE NETWORKS LTD $4530.00%34 -63-64.9% -$839 减仓
BCE BCE INC $4520.00%21 -22-51.2% -$474 减仓
ALLT ALLOT LTD $4520.00%51 51— $452 新建仓
KGS KODIAK GAS SVCS INC $4510.00%6 6— $451 新建仓
ASTL ALGOMA STL GROUP INC $4500.00%111 111— $450 新建仓
IPAR INTERPARFUMS INC $4480.00%4 -22-84.6% -$2,464 减仓
PWP PERELLA WEINBERG PARTNERS $4470.00%28 00.0% — 不变
MNSO MINISO GROUP HLDG LTD $4470.00%37 19105.6% $230 加仓
SPIR SPIRE GLOBAL INC $4470.00%24 24— $447 新建仓
SOUN SOUNDHOUND AI INC $4470.00%69 -17-19.8% -$110 重新持有
CR CRANE COMPANY $4470.00%2 2— $447 新建仓
YOU CLEAR SECURE INC $4460.00%8 8— $446 新建仓
SYRE SPYRE THERAPEUTICS INC $4440.00%5 5— $444 新建仓
POST POST HLDGS INC $4420.00%5 -7-58.3% -$619 减仓
CBRS CEREBRAS SYSTEMS INC $4420.00%2 2— $442 新建仓
HLIT HARMONIC INC $4410.00%27 27— $441 新建仓
SLAB SILICON LABORATORIES INC $4380.00%2 2— $438 新建仓
CASK MGP INGREDIENTS INC NEW $4380.00%25 25— $438 新建仓
SHLS SHOALS TECHNOLOGIES GROUP IN $4360.00%44 44— $436 新建仓
OGN ORGANON & CO $4340.00%32 00.0% — 不变
BTG B2GOLD CORP $4340.00%116 116— $434 新建仓