PharVision Advisers, LLC
BOCA RATON FL · SEC CIK 0001898824
$530.46万2026Q2 申报市值
62持仓数
23.9%前十大占比 · 第一大 2.7%
24 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PK 新建仓+$14.55万
GDOT 新建仓+$13.75万
ADAM 新建仓+$12.63万
SXC 新建仓+$12.11万
INN 新建仓+$11.45万
2026Q2 卖出最多 按季末市值估算
UA 重新持有-$33.81万
UAA 重新持有-$30.73万
DBI 重新持有-$28.18万
INOGEN INC 重新持有-$26.94万
MYGN 重新持有-$24.01万
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 |
|---|---|---|---|---|---|---|---|---|
| PK | PARK HOTELS & RESORTS INC | $14.55万 | 2.74% | 10,209 | 10,209 | — | $14.55万 | 新建仓 |
| GDOT | GREEN DOT CORP | $13.75万 | 2.59% | 10,179 | 10,179 | — | $13.75万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $13.57万 | 2.56% | 13,597 | -3,279 | -19.4% | -$3.27万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $12.63万 | 2.38% | 13,466 | 13,466 | — | $12.63万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $12.36万 | 2.33% | 13,160 | 2,387 | 22.2% | $2.24万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $12.27万 | 2.31% | 13,978 | -13,728 | -49.5% | -$12.05万 | 重新持有 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $12.11万 | 2.28% | 14,135 | -5,957 | -29.6% | -$5.11万 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $12.11万 | 2.28% | 15,048 | 15,048 | — | $12.11万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $11.97万 | 2.26% | 13,095 | -1,416 | -9.8% | -$1.29万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $11.45万 | 2.16% | 16,336 | 16,336 | — | $11.45万 | 新建仓 |
| GGB | GERDAU SA | $11.19万 | 2.11% | 27,702 | 394 | 1.4% | $1,592 | 重新持有 |
| LILAK | LIBERTY LATIN AMERICA LTD | $11.01万 | 2.08% | 14,130 | -15,477 | -52.3% | -$12.06万 | 重新持有 |
| — | TPG MTG INVTS TR INC | $10.51万 | 1.98% | 13,271 | -4,294 | -24.4% | -$3.40万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $10.45万 | 1.97% | 12,786 | -2,363 | -15.6% | -$1.93万 | 减仓 |
| SB | SAFE BULKERS INC | $10.41万 | 1.96% | 16,505 | -8,528 | -34.1% | -$5.38万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $10.39万 | 1.96% | 20,690 | 6,167 | 42.5% | $3.10万 | 加仓 |
| SNAP | SNAP INC | $10.30万 | 1.94% | 23,205 | -548 | -2.3% | -$2,433 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $10.18万 | 1.92% | 11,085 | -20,108 | -64.5% | -$18.46万 | 重新持有 |
| IBRX | IMMUNITYBIO INC | $9.80万 | 1.85% | 11,198 | 11,198 | — | $9.80万 | 新建仓 |
| DCH | DAUCH CORP | $9.80万 | 1.85% | 18,086 | -9,331 | -34.0% | -$5.06万 | 减仓 |
| UA | UNDER ARMOUR INC | $9.77万 | 1.84% | 15,709 | -54,362 | -77.6% | -$33.81万 | 重新持有 |
| INTR | INTER & CO INC | $9.59万 | 1.81% | 17,652 | 17,652 | — | $9.59万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $9.57万 | 1.80% | 15,604 | -7,793 | -33.3% | -$4.78万 | 重新持有 |
| MYGN | MYRIAD GENETICS INC | $9.39万 | 1.77% | 16,449 | -42,048 | -71.9% | -$24.01万 | 重新持有 |
| BTGO | BITGO HOLDINGS INC | $9.18万 | 1.73% | 17,722 | 17,722 | — | $9.18万 | 新建仓 |
| AMPL | AMPLITUDE INC | $8.93万 | 1.68% | 11,668 | 11,668 | — | $8.93万 | 新建仓 |
| — | INOGEN INC | $8.69万 | 1.64% | 13,473 | -41,767 | -75.6% | -$26.94万 | 重新持有 |
| ARCO | ARCOS DORADOS HLDGS INC | $8.68万 | 1.64% | 10,765 | -1,970 | -15.5% | -$1.59万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $8.52万 | 1.61% | 10,290 | -25,179 | -71.0% | -$20.85万 | 重新持有 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $8.28万 | 1.56% | 12,733 | -3,282 | -20.5% | -$2.13万 | 减仓 |
| COUR | COURSERA INC | $8.19万 | 1.54% | 14,528 | -18,825 | -56.4% | -$10.62万 | 重新持有 |
| — | BYRNA TECHNOLOGIES INC | $8.18万 | 1.54% | 12,191 | 12,191 | — | $8.18万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $8.17万 | 1.54% | 15,509 | -19,563 | -55.8% | -$10.31万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $8.10万 | 1.53% | 14,857 | 14,857 | — | $8.10万 | 新建仓 |
| BTE | BAYTEX ENERGY CORP | $7.82万 | 1.47% | 19,546 | 19,546 | — | $7.82万 | 新建仓 |
| MOMO | HELLO GROUP INC | $7.53万 | 1.42% | 12,991 | -12,020 | -48.1% | -$6.97万 | 重新持有 |
| TKC | TURKCELL ILETISIM | $7.45万 | 1.40% | 12,671 | -6,112 | -32.5% | -$3.59万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.43万 | 1.40% | 16,091 | 1,236 | 8.3% | $5,710 | 加仓 |
| — | OPTIMIZERX CORP | $7.38万 | 1.39% | 12,904 | 12,904 | — | $7.38万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $7.32万 | 1.38% | 14,965 | -5,374 | -26.4% | -$2.63万 | 减仓 |
| ASAN | ASANA INC | $7.22万 | 1.36% | 10,309 | -8,432 | -45.0% | -$5.90万 | 减仓 |
| VOXR | VOX ROYALTY CORP | $7.20万 | 1.36% | 15,231 | 15,231 | — | $7.20万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $7.12万 | 1.34% | 16,754 | 16,754 | — | $7.12万 | 新建仓 |
| HAFN | HAFNIA LTD | $6.98万 | 1.32% | 10,518 | 10,518 | — | $6.98万 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC | $6.97万 | 1.31% | 13,202 | 13,202 | — | $6.97万 | 新建仓 |
| DBI | DESIGNER BRANDS INC | $6.86万 | 1.29% | 11,760 | -48,331 | -80.4% | -$28.18万 | 重新持有 |
| SITC | SITE CTRS CORP | $6.85万 | 1.29% | 17,257 | 17,257 | — | $6.85万 | 新建仓 |
| STLA | STELLANTIS N.V | $6.74万 | 1.27% | 11,740 | 1,703 | 17.0% | $9,775 | 加仓 |
| — | AUNA S A | $6.72万 | 1.27% | 13,091 | 13,091 | — | $6.72万 | 新建仓 |
| AGNT | AGNT INC | $6.61万 | 1.25% | 12,211 | -31,554 | -72.1% | -$17.07万 | 重新持有 |
| UAA | UNDER ARMOUR INC | $6.50万 | 1.23% | 10,173 | -48,097 | -82.5% | -$30.73万 | 重新持有 |
| SMWB | SIMILARWEB LTD | $6.36万 | 1.20% | 10,368 | -8,559 | -45.2% | -$5.25万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $6.19万 | 1.17% | 10,837 | 10,837 | — | $6.19万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $5.82万 | 1.10% | 11,631 | -31,953 | -73.3% | -$15.98万 | 重新持有 |
| JBLU | JETBLUE AIRWAYS CORP | $5.76万 | 1.09% | 10,047 | 10,047 | — | $5.76万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $5.70万 | 1.07% | 12,915 | 12,915 | — | $5.70万 | 新建仓 |
| QTRX | QUANTERIX CORP | $5.63万 | 1.06% | 13,039 | 13,039 | — | $5.63万 | 新建仓 |
| TASK | TASKUS INC | $5.17万 | 0.98% | 11,056 | -11,137 | -50.2% | -$5.21万 | 重新持有 |
| VRRM | VERRA MOBILITY CORP | $4.44万 | 0.84% | 10,456 | -378 | -3.5% | -$1,606 | 重新持有 |
| GRAB | GRAB HOLDINGS LIMITED | $4.19万 | 0.79% | 11,112 | -30,175 | -73.1% | -$11.38万 | 重新持有 |
| — | 1 800 FLOWERS COM INC | $3.72万 | 0.70% | 10,680 | 10,680 | — | $3.72万 | 新建仓 |
| — | TTEC HLDGS INC | $2.74万 | 0.52% | 14,117 | -14,457 | -50.6% | -$2.80万 | 减仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -12,118 | -100.0% | -$23.28万 | 清仓 |
| FSM | FORTUNA MNG CORP | $0 | 0.00% | 0 | -18,393 | -100.0% | -$18.26万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -11,930 | -100.0% | -$17.56万 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -12,248 | -100.0% | -$17.55万 | 清仓 |
| EFC | ELLINGTON FINANCIAL INC | $0 | 0.00% | 0 | -14,267 | -100.0% | -$16.91万 | 清仓 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | -15,222 | -100.0% | -$16.56万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -13,320 | -100.0% | -$15.03万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -12,996 | -100.0% | -$15.00万 | 清仓 |
| QUAD | QUAD / GRAPHICS INC | $0 | 0.00% | 0 | -21,901 | -100.0% | -$14.48万 | 清仓 |
| OIS | OIL STS INTL INC | $0 | 0.00% | 0 | -12,212 | -100.0% | -$14.21万 | 清仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $0 | 0.00% | 0 | -26,305 | -100.0% | -$14.13万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -14,007 | -100.0% | -$14.05万 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -15,877 | -100.0% | -$14.04万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -12,680 | -100.0% | -$13.95万 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -13,622 | -100.0% | -$13.65万 | 清仓 |
| NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | -17,550 | -100.0% | -$13.44万 | 清仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $0 | 0.00% | 0 | -12,690 | -100.0% | -$13.22万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -11,225 | -100.0% | -$13.08万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -18,180 | -100.0% | -$12.78万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -28,064 | -100.0% | -$12.71万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -10,998 | -100.0% | -$12.61万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -29,579 | -100.0% | -$12.54万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -12,303 | -100.0% | -$12.32万 | 清仓 |
| MTA | METALLA RTY & STREAMING LTD | $0 | 0.00% | 0 | -18,345 | -100.0% | -$12.16万 | 清仓 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -20,978 | -100.0% | -$12.10万 | 清仓 |
| TRTX | TPG RE FIN TR INC | $0 | 0.00% | 0 | -14,932 | -100.0% | -$11.66万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -11,616 | -100.0% | -$11.35万 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | -12,951 | -100.0% | -$11.20万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -27,669 | -100.0% | -$11.12万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -30,619 | -100.0% | -$11.08万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -19,872 | -100.0% | -$10.95万 | 清仓 |
| KODK | EASTMAN KODAK CO | $0 | 0.00% | 0 | -11,743 | -100.0% | -$10.63万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -10,733 | -100.0% | -$10.21万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -11,833 | -100.0% | -$9.92万 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,474 | -100.0% | -$9.82万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -16,259 | -100.0% | -$9.80万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -17,219 | -100.0% | -$9.78万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -14,068 | -100.0% | -$9.78万 | 清仓 |