PharVision Advisers, LLC
BOCA RATON FL · SEC CIK 0001898824
$985.51万2026Q1 申报市值
97持仓数
18.0%前十大占比 · 第一大 2.4%
31 / 593新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFC 新建仓+$16.91万
SB 新建仓+$15.85万
SAN 新建仓+$15.03万
OIS 新建仓+$14.21万
AGNC 新建仓+$14.05万
2026Q1 卖出最多 按季末市值估算
EXLS 清仓-$82.97万
DK 清仓-$72.39万
AVGO 清仓-$66.87万
ITRI 清仓-$66.60万
EAT 清仓-$64.87万
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 |
|---|---|---|---|---|---|---|---|---|
| HPQ | HP INC | $23.28万 | 2.36% | 12,118 | -6,906 | -36.3% | -$13.27万 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $19.92万 | 2.02% | 35,072 | -27,604 | -44.0% | -$15.68万 | 减仓 |
| FSM | FORTUNA MNG CORP | $18.26万 | 1.85% | 18,393 | -1,502 | -7.5% | -$1.49万 | 减仓 |
| HLF | HERBALIFE LTD | $17.56万 | 1.78% | 11,930 | -37,985 | -76.1% | -$55.91万 | 减仓 |
| SWBI | SMITH & WESSON BRANDS INC | $17.55万 | 1.78% | 12,248 | -15,827 | -56.4% | -$22.68万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $16.91万 | 1.72% | 14,267 | 14,267 | — | $16.91万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $16.56万 | 1.68% | 15,222 | 3,043 | 25.0% | $3.31万 | 加仓 |
| DCH | DAUCH CORP | $16.26万 | 1.65% | 27,417 | -48,377 | -63.8% | -$28.69万 | 减仓 |
| SB | SAFE BULKERS INC | $15.85万 | 1.61% | 25,033 | 25,033 | — | $15.85万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $15.03万 | 1.52% | 13,320 | 13,320 | — | $15.03万 | 新建仓 |
| F | FORD MTR CO | $15.00万 | 1.52% | 12,996 | -2,984 | -18.7% | -$3.44万 | 减仓 |
| QUAD | QUAD / GRAPHICS INC | $14.48万 | 1.47% | 21,901 | 996 | 4.8% | $6,584 | 重新持有 |
| OIS | OIL STS INTL INC | $14.21万 | 1.44% | 12,212 | 12,212 | — | $14.21万 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $14.13万 | 1.43% | 26,305 | -64,108 | -70.9% | -$34.43万 | 减仓 |
| AGNC | AGNC INVT CORP | $14.05万 | 1.43% | 14,007 | 14,007 | — | $14.05万 | 新建仓 |
| EMBC | EMBECTA CORP | $14.04万 | 1.42% | 15,877 | 4,642 | 41.3% | $4.10万 | 加仓 |
| CNH | CNH INDL N V | $13.95万 | 1.42% | 12,680 | 12,680 | — | $13.95万 | 新建仓 |
| FVRR | FIVERR INTL LTD | $13.65万 | 1.38% | 13,622 | -22,004 | -61.8% | -$22.05万 | 减仓 |
| RIG | TRANSOCEAN LTD | $13.48万 | 1.37% | 20,339 | 20,339 | — | $13.48万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $13.44万 | 1.36% | 17,550 | 17,550 | — | $13.44万 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $13.22万 | 1.34% | 12,690 | -2,297 | -15.3% | -$2.39万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $13.08万 | 1.33% | 11,225 | -13,392 | -54.4% | -$15.60万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $12.94万 | 1.31% | 20,092 | -21,059 | -51.2% | -$13.56万 | 减仓 |
| — | TPG MTG INVTS TR INC | $12.84万 | 1.30% | 17,565 | 17,565 | — | $12.84万 | 新建仓 |
| ORC | ORCHID IS CAP INC | $12.78万 | 1.30% | 18,180 | -31,357 | -63.3% | -$22.04万 | 减仓 |
| BTG | B2GOLD CORP | $12.71万 | 1.29% | 28,064 | -40,223 | -58.9% | -$18.22万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $12.69万 | 1.29% | 15,149 | -8,107 | -34.9% | -$6.79万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $12.61万 | 1.28% | 10,998 | -284 | -2.5% | -$3,257 | 重新持有 |
| — | ACV AUCTIONS INC | $12.54万 | 1.27% | 29,579 | 15,612 | 111.8% | $6.62万 | 重新持有 |
| HLN | HALEON PLC | $12.32万 | 1.25% | 12,303 | 12,303 | — | $12.32万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $12.16万 | 1.23% | 18,345 | 18,345 | — | $12.16万 | 新建仓 |
| BORR | BORR DRILLING LTD | $12.10万 | 1.23% | 20,978 | 20,978 | — | $12.10万 | 新建仓 |
| ASAN | ASANA INC | $11.99万 | 1.22% | 18,741 | -30,450 | -61.9% | -$19.49万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $11.90万 | 1.21% | 16,876 | 16,876 | — | $11.90万 | 新建仓 |
| TRTX | TPG RE FIN TR INC | $11.66万 | 1.18% | 14,932 | 14,932 | — | $11.66万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $11.35万 | 1.15% | 11,616 | 11,616 | — | $11.35万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $11.34万 | 1.15% | 16,015 | -17,233 | -51.8% | -$12.20万 | 减仓 |
| TKC | TURKCELL ILETISIM | $11.33万 | 1.15% | 18,783 | 299 | 1.6% | $1,803 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $11.20万 | 1.14% | 12,951 | 12,951 | — | $11.20万 | 新建仓 |
| GOGO | GOGO INC | $11.12万 | 1.13% | 27,669 | -43,773 | -61.3% | -$17.60万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $11.08万 | 1.12% | 30,619 | -71,313 | -70.0% | -$25.82万 | 减仓 |
| RPD | RAPID7 INC | $10.95万 | 1.11% | 19,872 | 19,872 | — | $10.95万 | 新建仓 |
| SNAP | SNAP INC | $10.93万 | 1.11% | 23,753 | -15,009 | -38.7% | -$6.90万 | 减仓 |
| KODK | EASTMAN KODAK CO | $10.63万 | 1.08% | 11,743 | -21,268 | -64.4% | -$19.25万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $10.51万 | 1.07% | 12,735 | -29,095 | -69.6% | -$24.00万 | 减仓 |
| AVPT | AVEPOINT INC | $10.21万 | 1.04% | 10,733 | -7,055 | -39.7% | -$6.71万 | 减仓 |
| PHR | PHREESIA INC | $9.92万 | 1.01% | 11,833 | -9,803 | -45.3% | -$8.21万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $9.82万 | 1.00% | 12,474 | 12,474 | — | $9.82万 | 新建仓 |
| NIO | NIO INC | $9.80万 | 0.99% | 16,259 | -94,285 | -85.3% | -$56.85万 | 减仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $9.78万 | 0.99% | 17,219 | -52,865 | -75.4% | -$30.03万 | 减仓 |
| WEN | WENDYS CO | $9.78万 | 0.99% | 14,068 | 14,068 | — | $9.78万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $9.55万 | 0.97% | 13,388 | -2,472 | -15.6% | -$1.76万 | 减仓 |
| GSM | FERROGLOBE PLC | $9.51万 | 0.97% | 23,094 | -32,298 | -58.3% | -$13.31万 | 减仓 |
| RWT | REDWOOD TRUST INC | $9.49万 | 0.96% | 16,910 | 16,910 | — | $9.49万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $9.20万 | 0.93% | 19,921 | 321 | 1.6% | $1,483 | 加仓 |
| CYRX | CRYOPORT INC | $9.12万 | 0.93% | 11,014 | -348 | -3.1% | -$2,881 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $9.10万 | 0.92% | 10,773 | -4,454 | -29.3% | -$3.76万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $8.85万 | 0.90% | 13,864 | -3,288 | -19.2% | -$2.10万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $8.59万 | 0.87% | 12,454 | -14,780 | -54.3% | -$10.20万 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $8.44万 | 0.86% | 35,622 | -27,567 | -43.6% | -$6.53万 | 减仓 |
| — | EGAIN CORP | $8.32万 | 0.84% | 10,550 | -8,825 | -45.5% | -$6.96万 | 减仓 |
| NOK | NOKIA CORP | $8.29万 | 0.84% | 10,307 | 10,307 | — | $8.29万 | 新建仓 |
| RILY | BRC GROUP HOLDINGS INC | $8.16万 | 0.83% | 11,149 | -43,619 | -79.6% | -$31.93万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $8.00万 | 0.81% | 14,523 | -37,357 | -72.0% | -$20.58万 | 减仓 |
| TIGR | UP FINTECH HLDG LTD | $7.99万 | 0.81% | 12,686 | -12,574 | -49.8% | -$7.92万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $7.84万 | 0.80% | 14,511 | -44,092 | -75.2% | -$23.81万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $7.83万 | 0.79% | 17,672 | 17,672 | — | $7.83万 | 新建仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $7.77万 | 0.79% | 13,107 | 13,107 | — | $7.77万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.36万 | 0.75% | 14,629 | 4,289 | 41.5% | $2.16万 | 重新持有 |
| PTON | PELOTON INTERACTIVE INC | $7.25万 | 0.74% | 16,899 | -38,986 | -69.8% | -$16.73万 | 减仓 |
| — | TTEC HLDGS INC | $7.14万 | 0.72% | 28,574 | -59,917 | -67.7% | -$14.98万 | 重新持有 |
| STLA | STELLANTIS N.V | $7.12万 | 0.72% | 10,037 | 10,037 | — | $7.12万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $7.10万 | 0.72% | 12,449 | -10,149 | -44.9% | -$5.78万 | 重新持有 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.95万 | 0.71% | 14,855 | 14,855 | — | $6.95万 | 新建仓 |
| ARHS | ARHAUS INC | $6.90万 | 0.70% | 10,178 | -9,181 | -47.4% | -$6.22万 | 减仓 |
| — | KRONOS WORLDWIDE INC | $6.86万 | 0.70% | 10,448 | 10,448 | — | $6.86万 | 新建仓 |
| RMNI | RIMINI STR INC DEL | $6.80万 | 0.69% | 20,720 | -27,485 | -57.0% | -$9.02万 | 重新持有 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $6.67万 | 0.68% | 22,699 | -47,693 | -67.8% | -$14.02万 | 重新持有 |
| HLLY | HOLLEY INC | $6.56万 | 0.67% | 21,381 | 21,381 | — | $6.56万 | 新建仓 |
| SG | SWEETGREEN INC | $6.14万 | 0.62% | 11,827 | 11,827 | — | $6.14万 | 新建仓 |
| — | SMART SAND INC | $5.97万 | 0.61% | 11,664 | 11,664 | — | $5.97万 | 新建仓 |
| TLS | TELOS CORP MD | $5.81万 | 0.59% | 13,871 | -88,693 | -86.5% | -$37.16万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $5.51万 | 0.56% | 13,955 | -30,303 | -68.5% | -$11.97万 | 减仓 |
| THRY | THRYV HLDGS INC | $5.41万 | 0.55% | 19,747 | 8,506 | 75.7% | $2.33万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $5.36万 | 0.54% | 13,225 | -31,894 | -70.7% | -$12.92万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $5.29万 | 0.54% | 11,557 | -1,043 | -8.3% | -$4,777 | 减仓 |
| — | THE REAL BROKERAGE INC | $5.25万 | 0.53% | 20,985 | -77,499 | -78.7% | -$19.37万 | 减仓 |
| SMWB | SIMILARWEB LTD | $4.94万 | 0.50% | 18,927 | -16,757 | -47.0% | -$4.37万 | 减仓 |
| — | URANIUM RTY CORP | $4.60万 | 0.47% | 12,612 | 12,612 | — | $4.60万 | 新建仓 |
| — | IMPERIAL PETE INC | $4.45万 | 0.45% | 10,392 | -20,484 | -66.3% | -$8.77万 | 减仓 |
| — | CURIOSITYSTREAM INC | $4.41万 | 0.45% | 14,883 | -91,189 | -86.0% | -$26.99万 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $4.35万 | 0.44% | 11,322 | 11,322 | — | $4.35万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $4.30万 | 0.44% | 15,878 | -50,647 | -76.1% | -$13.73万 | 减仓 |
| NWL | NEWELL BRANDS INC | $4.30万 | 0.44% | 12,538 | -84,947 | -87.1% | -$29.14万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $4.05万 | 0.41% | 14,575 | -32,507 | -69.0% | -$9.04万 | 减仓 |
| — | AGORA INC | $3.86万 | 0.39% | 10,898 | -64,783 | -85.6% | -$22.93万 | 减仓 |
| RPAY | REPAY HLDGS CORP | $3.85万 | 0.39% | 14,814 | -12,945 | -46.6% | -$3.37万 | 重新持有 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -19,549 | -100.0% | -$82.97万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -24,407 | -100.0% | -$72.39万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,932 | -100.0% | -$66.87万 | 清仓 |