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
CNDT CONDUENT INC $00.00%0 -787-100.0% -$1,008 清仓
GSL GLOBAL SHIP LEASE INC $00.00%0 -27-100.0% -$1,006 清仓
AGNT EXP WORLD HLDGS INC $00.00%0 -167-100.0% -$1,001 清仓
— SPORTSMANS WHSE HLDGS INC $00.00%0 -709-100.0% -$1,000 清仓
MSGK MADISON SQUARE GRDN SPRT COR $00.00%0 -3-100.0% -$965 清仓
WGO WINNEBAGO INDS INC $00.00%0 -31-100.0% -$961 清仓
CWST CASELLA WASTE SYS INC $00.00%0 -12-100.0% -$953 清仓
PRCT PROCEPT BIOROBOTICS CORP $00.00%0 -38-100.0% -$951 清仓
CRML CRITICAL METALS CORP $00.00%0 -117-100.0% -$929 清仓
— COSAN S A $00.00%0 -224-100.0% -$923 清仓
MDXG MIMEDX GROUP INC $00.00%0 -233-100.0% -$921 清仓
— SYSTEM1 INC $00.00%0 -301-100.0% -$910 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -45-100.0% -$906 清仓
SPSC SPS COMM INC $00.00%0 -16-100.0% -$891 清仓
— CARTESIAN THERAPEUTICS INC $00.00%0 -144-100.0% -$886 清仓
— VERITONE INC $00.00%0 -441-100.0% -$869 清仓
CLVT CLARIVATE PLC $00.00%0 -343-100.0% -$868 清仓
ALRM ALARM COM HLDGS INC $00.00%0 -20-100.0% -$864 清仓
ESQ ESQUIRE FINL HLDGS INC $00.00%0 -8-100.0% -$860 清仓
MORN MORNINGSTAR INC $00.00%0 -5-100.0% -$846 清仓
BCO BRINKS CO $00.00%0 -8-100.0% -$830 清仓
BFST BUSINESS FIRST BANCSHARES IN $00.00%0 -30-100.0% -$812 清仓
IRT INDEPENDENCE RLTY TR INC $00.00%0 -54-100.0% -$805 清仓
— KALTURA INC $00.00%0 -658-100.0% -$803 清仓
PRAA PRA GROUP INC $00.00%0 -45-100.0% -$788 清仓
SFL SFL CORPORATION LTD $00.00%0 -71-100.0% -$767 清仓
— THE REAL BROKERAGE INC $00.00%0 -298-100.0% -$745 清仓
ACLS AXCELIS TECHNOLOGIES INC $00.00%0 -8-100.0% -$745 清仓
DGICA DONEGAL GROUP INC $00.00%0 -38-100.0% -$653 清仓
HALO HALOZYME THERAPEUTICS INC $00.00%0 -10-100.0% -$647 清仓
— GOLDEN ENTMT INC $00.00%0 -24-100.0% -$641 清仓
IVT INVENTRUST PPTYS CORP $00.00%0 -21-100.0% -$640 清仓
BGS B & G FOODS INC $00.00%0 -126-100.0% -$607 清仓
RELY REMITLY GLOBAL INC $00.00%0 -38-100.0% -$596 清仓
VSTM VERASTEM INC $00.00%0 -111-100.0% -$589 清仓
AN AUTONATION INC $00.00%0 -3-100.0% -$586 清仓
TDW TIDEWATER INC NEW $00.00%0 -7-100.0% -$585 清仓
ENTA ENANTA PHARMACEUTICALS INC $00.00%0 -46-100.0% -$581 清仓
TDAY USA TODAY CO INC $00.00%0 -82-100.0% -$579 清仓
JANX JANUX THERAPEUTICS INC $00.00%0 -41-100.0% -$570 清仓
EBC EASTERN BANKSHARES INC $00.00%0 -29-100.0% -$568 清仓
JRVR JAMES RIV GROUP HOLDINGS INC $00.00%0 -90-100.0% -$567 清仓
WMS ADVANCED DRAIN SYS INC DEL $00.00%0 -4-100.0% -$549 清仓
— FIRST FNDTN INC $00.00%0 -93-100.0% -$549 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -20-100.0% -$539 清仓
IMXI INTERNATIONAL MONEY EXPRESS $00.00%0 -34-100.0% -$538 清仓
WK WORKIVA INC $00.00%0 -9-100.0% -$537 清仓
TRIP TRIPADVISOR INC $00.00%0 -50-100.0% -$533 清仓
EQBK EQUITY BANCSHARES INC $00.00%0 -12-100.0% -$533 清仓
RWK INVESCO EXCH TRADED FD TR II $00.00%0 -4-100.0% -$528 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -10-100.0% -$528 清仓
SWX SOUTHWEST GAS HLDGS INC $00.00%0 -6-100.0% -$522 清仓
FLS FLOWSERVE CORP $00.00%0 -7-100.0% -$515 清仓
— MAUI LD & PINEAPPLE INC $00.00%0 -32-100.0% -$493 清仓
PAY PAYMENTUS HOLDINGS INC $00.00%0 -19-100.0% -$483 清仓
FRPH FRP HLDGS INC $00.00%0 -22-100.0% -$482 清仓
IRTC IRHYTHM HOLDINGS INC $00.00%0 -4-100.0% -$473 清仓
VRRM VERRA MOBILITY CORP $00.00%0 -32-100.0% -$458 清仓
WB WEIBO CORP $00.00%0 -52-100.0% -$455 清仓
AIV APARTMENT INVT & MGMT CO $00.00%0 -111-100.0% -$452 清仓
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 -35-100.0% -$442 清仓
WAY WAYSTAR HLDG CORP $00.00%0 -18-100.0% -$434 清仓
LCID LUCID GROUP INC $00.00%0 -44-100.0% -$420 清仓
BRBR BELLRING BRANDS INC $00.00%0 -26-100.0% -$419 清仓
RDVT RED VIOLET INC $00.00%0 -12-100.0% -$416 清仓
— CHART INDS INC $00.00%0 -2-100.0% -$414 清仓
— DEFI TECHNOLOGIES INC $00.00%0 -746-100.0% -$413 清仓
NNI NELNET INC $00.00%0 -3-100.0% -$387 清仓
OUST OUSTER INC $00.00%0 -20-100.0% -$368 清仓
NABL N-ABLE INC $00.00%0 -77-100.0% -$360 清仓
MQ MARQETA INC $00.00%0 -83-100.0% -$339 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -6-100.0% -$312 清仓
KVYO KLAVIYO INC $00.00%0 -15-100.0% -$292 清仓
JACK JACK IN THE BOX INC $00.00%0 -29-100.0% -$281 清仓
BETA BETA TECHNOLOGIES INC $00.00%0 -18-100.0% -$265 清仓
— CUE BIOPHARMA INC $00.00%0 -1,006-100.0% -$232 清仓
— ADURO CLEAN TECHNOLOGIES INC $00.00%0 -22-100.0% -$231 清仓
— PROSHARES TR $00.00%0 -1-100.0% -$53 清仓
— GD CULTURE GROUP LTD $00.00%0 -17-100.0% -$47 清仓
— BEYOND MEAT INC $00.00%0 -50-100.0% -$36 清仓