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
PRG PROG HOLDINGS INC $1.78万0.00%382 133.5% $606 加仓
PCG PG&E CORP $1.78万0.00%1,058 21826.0% $3,667 加仓
NGG NATIONAL GRID PLC $1.77万0.00%214 -2-0.9% -$166 减仓
A AGILENT TECHNOLOGIES INC $1.77万0.00%133 89202.3% $1.18万 加仓
Q QNITY ELECTRONICS INC $1.76万0.00%108 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1.76万0.00%246 229.8% $1,575 加仓
LULU LULULEMON ATHLETICA INC $1.76万0.00%154 -474-75.5% -$5.41万 减仓
KGC KINROSS GOLD CORP $1.76万0.00%744 6910.2% $1,630 加仓
GDDY GODADDY INC $1.76万0.00%207 -181-46.6% -$1.54万 减仓
BAP CREDICORP LTD $1.75万0.00%45 00.0% — 不变
IDV ISHARES TR $1.75万0.00%423 61.4% $248 加仓
CHD CHURCH & DWIGHT CO INC $1.73万0.00%179 5342.1% $5,135 加仓
GIS GENERAL MILLS INC $1.73万0.00%497 6013.7% $2,086 加仓
SWKS SKYWORKS SOLUTIONS INC $1.72万0.00%253 6836.8% $4,611 加仓
ITW ILLINOIS TOOL WKS INC $1.70万0.00%63 -15-19.2% -$4,057 减仓
EXPD EXPEDITORS INTL WASH INC $1.70万0.00%104 -6-5.5% -$978 减仓
BOH BANK HAWAII CORP $1.70万0.00%208 00.0% — 不变
XLY SELECT SECTOR SPDR TR $1.69万0.00%144 00.0% — 不变
FISV FISERV INC $1.69万0.00%344 268.2% $1,275 加仓
ROK ROCKWELL AUTOMATION INC $1.68万0.00%34 1578.9% $7,426 加仓
CNI CANADIAN NATL RY CO $1.68万0.00%141 1310.2% $1,550 加仓
NICE NICE LTD $1.68万0.00%185 63.4% $545 加仓
IYE ISHARES TR $1.68万0.00%296 10.3% $57 加仓
RELX RELX PLC $1.67万0.00%528 101.9% $317 加仓
AME AMETEK INC $1.67万0.00%69 50263.2% $1.21万 加仓
NKE NIKE INC $1.65万0.00%402 347630.9% $1.42万 加仓
RLI RLI CORP $1.65万0.00%279 -19-6.4% -$1,122 减仓
CRS CARPENTER TECHNOLOGY CORP $1.64万0.00%27 28.0% $1,213 加仓
PHM PULTE GROUP INC $1.63万0.00%119 -42-26.1% -$5,763 减仓
AIG AMERICAN INTL GROUP INC $1.63万0.00%219 10795.5% $7,975 加仓
LYV LIVE NATION ENTERTAINMENT IN $1.63万0.00%89 44.7% $732 加仓
TLH ISHARES TR $1.63万0.00%162 21.2% $201 加仓
LEN LENNAR CORP $1.62万0.00%179 1691,690.0% $1.53万 加仓
THC TENET HEALTHCARE CORP $1.61万0.00%86 55177.4% $1.03万 加仓
COMT ISHARES U S ETF TR $1.61万0.00%529 -172-24.5% -$5,224 减仓
VONV VANGUARD SCOTTSDALE FDS $1.61万0.00%151 00.0% — 不变
EUSB ISHARES TR $1.60万0.00%369 41.1% $174 加仓
DTE DTE ENERGY CO $1.60万0.00%105 77.1% $1,067 加仓
SCHB SCHWAB STRATEGIC TR $1.60万0.00%552 -17,266-96.9% -$50.00万 减仓
ASO ACADEMY SPORTS & OUTDOORS IN $1.60万0.00%339 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $1.60万0.00%116 21.8% $275 加仓
CFG CITIZENS FINL GROUP INC $1.60万0.00%228 2814.0% $1,962 加仓
FNCL FIDELITY COVINGTON TRUST $1.59万0.00%208 00.0% — 不变
CNO CNO FINL GROUP INC $1.59万0.00%312 9241.8% $4,690 加仓
STT STATE STR CORP $1.58万0.00%93 2434.8% $4,070 加仓
ARGX ARGENX SE $1.58万0.00%17 654.5% $5,567 加仓
HACK AMPLIFY ETF TR $1.57万0.00%150 00.0% — 不变
CVNA CARVANA CO $1.57万0.00%239 146.2% $921 加仓
BST BLACKROCK SCIENCE & TECHNOLO $1.56万0.00%307 00.0% — 不变
DGT SPDR SERIES TRUST $1.55万0.00%84 00.0% — 不变
LUV SOUTHWEST AIRLS CO $1.55万0.00%301 6929.7% $3,548 加仓
MDB MONGODB INC $1.55万0.00%46 1339.4% $4,367 加仓
EWY ISHARES INC $1.53万0.00%76 1320.6% $2,625 加仓
VMRK EQUITY RESIDENTIAL $1.53万0.00%225 125125.0% $8,492 加仓
NXH BED BATH & BEYOND INC $1.52万0.00%2,631 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC $1.52万0.00%1,659 825.2% $753 加仓
FERG FERGUSON ENTERPRISES INC $1.52万0.00%64 58.5% $1,187 加仓
GH GUARDANT HEALTH INC $1.52万0.00%101 1011.0% $1,500 加仓
SPOT SPOTIFY TECHNOLOGY S A $1.52万0.00%33 -63-65.6% -$2.89万 减仓
KB KB FINL GROUP INC $1.51万0.00%144 5358.2% $5,563 加仓
WDFC WD 40 CO $1.51万0.00%62 -8-11.4% -$1,949 减仓
— FIRST TR EXCHANGE-TRADED FD $1.51万0.00%241 00.0% — 不变
ADC AGREE RLTY CORP $1.51万0.00%199 3924.4% $2,954 加仓
— SELECT MED HLDGS CORP $1.50万0.00%909 00.0% — 不变
BTI BRITISH AMERN TOB PLC $1.49万0.00%242 114.8% $679 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $1.49万0.00%149 118.0% $1,101 加仓
ARKF ARK ETF TR $1.49万0.00%377 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $1.48万0.00%241 -4,636-95.1% -$28.42万 减仓
WF WOORI FINL GROUP INC $1.47万0.00%256 9761.0% $5,568 加仓
ET ENERGY TRANSFER L P $1.47万0.00%768 00.0% — 不变
IWP ISHARES TR $1.46万0.00%100 00.0% — 不变
VXUS VANGUARD STAR FDS $1.46万0.00%171 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $1.46万0.00%191 2213.0% $1,681 加仓
MUNI PIMCO ETF TR $1.46万0.00%277 10.4% $53 加仓
SILJ AMPLIFY ETF TR $1.45万0.00%558 00.0% — 不变
FE FIRSTENERGY CORP $1.45万0.00%304 144.8% $666 加仓
CCL CARNIVAL CORP LTD $1.44万0.00%504 504— $1.44万 新建仓
SRE SEMPRA $1.44万0.00%155 2418.3% $2,225 加仓
AMCR AMCOR PLC $1.42万0.00%328 206.5% $867 加仓
BKR BAKER HUGHES COMPANY $1.41万0.00%254 -12-4.5% -$666 减仓
DRI DARDEN RESTAURANTS INC $1.40万0.00%68 2144.7% $4,326 加仓
HBAN HUNTINGTON BANCSHARES INC $1.40万0.00%788 9814.2% $1,738 加仓
NTNX NUTANIX INC $1.40万0.00%274 -19-6.5% -$968 减仓
RNR RENAISSANCERE HLDGS LTD $1.39万0.00%44 512.8% $1,585 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $1.39万0.00%179 141371.1% $1.10万 加仓
MAA MID-AMER APT CMNTYS INC $1.39万0.00%100 55122.2% $7,642 加仓
FSS FEDERAL SIGNAL CORP $1.39万0.00%108 -142-56.8% -$1.82万 减仓
UMC UNITED MICROELECTRONICS CORP $1.38万0.00%508 -51-9.1% -$1,388 减仓
EWJ ISHARES INC $1.38万0.00%148 00.0% — 不变
DVA DAVITA INC $1.38万0.00%62 00.0% — 不变
RDDT REDDIT INC $1.37万0.00%79 44125.7% $7,638 加仓
IBB ISHARES TR $1.37万0.00%72 22.9% $381 加仓
MKL MARKEL GROUP INC $1.37万0.00%7 -1-12.5% -$1,953 重新持有
IWF ISHARES TR $1.35万0.00%109 10.9% $124 加仓
DON WISDOMTREE TR $1.35万0.00%238 00.0% — 不变
MSCI MSCI INC $1.34万0.00%24 14140.0% $7,841 加仓
CIFR CIPHER DIGITAL INC $1.32万0.00%540 26394.9% $6,444 加仓
CON CONCENTRA GROUP HOLDINGS PAR $1.32万0.00%443 00.0% — 不变
FICO FAIR ISAAC CORP $1.31万0.00%11 -5-31.2% -$5,974 重新持有
GPI GROUP 1 AUTOMOTIVE INC $1.31万0.00%45 -1-2.2% -$291 减仓