跳到主要內容

PharVision Advisers, LLC

SEC CIK
0001898824
最新申報
2026/8/11

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/17 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
667
較 2025 年第 3 季 +13
總值
$1.98 億
較 2025 年第 3 季 +$1,979 萬 (+11.1%)
申報日
2026/2/17
SEC
PharVision Advisers, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
EXLSExlService Holdings, Inc.COM19,549$83.0 萬0.4%+1,825+10.3%加碼歷史
DKDelek US Holdings, Inc.COM24,407$72.4 萬0.4%+24,407新進歷史
FVRRFiverr International Ltd.ORD SHS35,626$70.4 萬0.4%+18,338+106.1%加碼歷史
ASANAsana, Inc.CL A49,191$67.4 萬0.3%+32,877+201.5%加碼歷史
AVGOBroadcom Inc.Stock1,932$66.9 萬0.3%+1,932新進歷史
ITRIItron, Inc.COM7,172$66.6 萬0.3%+4,537+172.2%加碼歷史
EATBrinker International, IncStock4,520$64.9 萬0.3%+902+24.9%加碼歷史
HLFHerbalife Ltd.COM SHS49,915$64.3 萬0.3%−7,405−12.9%減碼歷史
NVDANVIDIA CorpStock3,385$63.1 萬0.3%+1,155+51.8%加碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A88,022$63.0 萬0.3%+15,798+21.9%加碼歷史
LVSLas Vegas Sands CorpCOM9,682$63.0 萬0.3%+2,920+43.2%加碼歷史
VICIVici Properties Inc.COM22,362$62.9 萬0.3%+7,212+47.6%加碼歷史
CENXCentury Aluminum CoCOM16,022$62.8 萬0.3%+6,143+62.2%加碼歷史
AAgilent Technologies, Inc.COM4,524$61.6 萬0.3%+4,524新進歷史
MTNVail Resorts IncCOM4,497$59.7 萬0.3%+2,896+180.9%加碼歷史
BSXBoston Scientific CorpStock6,244$59.5 萬0.3%+766+14.0%加碼歷史
WMGWarner Music Group Corp.COM CL A19,355$59.4 萬0.3%+19,355新進歷史
WMTWalmart Inc.Stock5,150$57.4 萬0.3%+3,180+161.4%加碼歷史
RUNSunrun Inc.COM31,102$57.2 萬0.3%+11,403+57.9%加碼歷史
BTUPeabody Energy CorpCOM19,229$57.1 萬0.3%+19,229新進歷史
GDGeneral Dynamics CorpStock1,680$56.6 萬0.3%+1,680新進歷史
NIONIO Inc.ADR110,544$56.4 萬0.3%+90,212+443.7%加碼歷史
REALTheRealReal, Inc.COM35,668$56.3 萬0.3%+35,668新進歷史
AWIArmstrong World Industries IncCOM2,833$54.1 萬0.3%+2,833新進歷史
ECHOEchoStar CORPCL A4,970$54.0 萬0.3%+4,970新進歷史
HTZHertz Global Holdings, IncCOM NEW104,972$54.0 萬0.3%+104,972新進歷史
PLPlanet Labs PBCCOM CL A27,048$53.3 萬0.3%−1,320−4.7%減碼歷史
LITELumentum Holdings Inc.COM1,445$53.3 萬0.3%+1,445新進歷史
CAAPCorporacion America Airports S.A.COM20,455$53.2 萬0.3%−15,731−43.5%減碼歷史
SYMSymbotic Inc.Stock8,911$53.0 萬0.3%+8,911新進歷史
COLDAmericold Realty TrustCOM40,714$52.4 萬0.3%+40,714新進歷史
TLSTelos CorpCOM102,564$52.3 萬0.3%+102,564新進歷史
PLABPhotronics IncCOM16,280$52.1 萬0.3%+16,280新進歷史
BRZEBraze, Inc.Stock15,150$51.9 萬0.3%+6,286+70.9%加碼歷史
SPHRSphere Entertainment Co.CL A5,438$51.7 萬0.3%+5,438新進歷史
EXTRExtreme Networks IncCOM31,012$51.6 萬0.3%+16,567+114.7%加碼歷史
PGYPagaya Technologies Ltd.CL A NEW24,617$51.4 萬0.3%+24,617新進歷史
WKWorkiva IncCOM CL A5,892$50.8 萬0.3%+5,892新進歷史
WPMWheaton Precious Metals Corp.COM4,318$50.7 萬0.3%+4,318新進歷史
HOLXHologic IncCOM6,803$50.7 萬0.3%+3,539+108.4%加碼歷史
NRIMNorthrim Bancorp IncCOM18,884$50.3 萬0.3%+18,884新進歷史
LYFTLyft, Inc.CL A COM25,934$50.2 萬0.3%+25,934新進歷史
GCMGGCM Grosvenor Inc.COM CL A44,256$50.1 萬0.3%+8,071+22.3%加碼歷史
CAHCardinal Health IncStock2,367$48.6 萬0.2%+868+57.9%加碼歷史
NBRNabors Industries LtdSHS8,948$48.6 萬0.2%+8,948新進歷史
DCHDauch CorpCOM75,794$48.6 萬0.2%+23,727+45.6%加碼歷史
VRSNVerisign IncCOM1,998$48.5 萬0.2%+1,234+161.5%加碼歷史
PRGPROG Holdings, Inc.Stock16,380$48.3 萬0.2%+16,380新進歷史
SYKStryker CorpStock1,369$48.1 萬0.2%+1,369新進歷史
MLCOMelco Resorts & Entertainment LTDADR62,676$47.4 萬0.2%+18,381+41.5%加碼歷史
ORRFOrrstown Financial Services IncCOM13,385$47.4 萬0.2%+5,869+78.1%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM813$47.3 萬0.2%+231+39.7%加碼歷史
SGHCSuper Group (SGHC) LtdORD SHS39,598$47.3 萬0.2%+27,568+229.2%加碼歷史
OIO-I Glass, Inc.COM31,871$47.0 萬0.2%+31,871新進歷史
FNFabrinetSHS1,023$46.6 萬0.2%+1,023新進歷史
GFFGriffon CorpCOM6,307$46.5 萬0.2%+6,307新進歷史
LTMLatam Airlines Group S.A.SPONSORED ADR8,589$46.4 萬0.2%+8,589新進歷史
IMAXImax CorpCOM12,510$46.2 萬0.2%+12,510新進歷史
ABBVAbbVie Inc.Stock2,019$46.1 萬0.2%+947+88.3%加碼歷史
CSTMConstellium SECL A SHS24,466$46.1 萬0.2%−9,427−27.8%減碼歷史
SONOSonos IncCOM26,192$46.0 萬0.2%+5,663+27.6%加碼歷史
COSTCostco Wholesale CorpStock533$46.0 萬0.2%+137+34.6%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR38,680$45.8 萬0.2%+38,680新進歷史
ATROAstronics CorpCOM8,409$45.6 萬0.2%+8,409新進歷史
OGSONE Gas, Inc.COM5,901$45.6 萬0.2%+5,901新進歷史
ULCCFrontier Group Holdings, Inc.COM96,681$45.5 萬0.2%+96,681新進歷史
WWayfair Inc.CL A4,524$45.4 萬0.2%−5,303−54.0%減碼歷史
STXSeagate Technology Holdings plcORD SHS1,648$45.4 萬0.2%+1,648新進歷史
TACTransalta CorpCOM35,899$45.4 萬0.2%+35,899新進歷史
TAPMolson Coors Beverage CoCL B9,699$45.3 萬0.2%+9,699新進歷史
DBIDesigner Brands Inc.CL A60,091$44.6 萬0.2%+8,069+15.5%加碼歷史
UWMCUWM Holdings CorpCOM CL A101,932$44.6 萬0.2%+101,932新進歷史
VVVValvoline IncCOM15,360$44.6 萬0.2%+15,360新進歷史
PAYSPaysign, Inc.COM86,588$44.6 萬0.2%+34,607+66.6%加碼歷史
VLTOVeralto CorpStock4,461$44.5 萬0.2%+4,461新進歷史
NNNNNN REIT, Inc.REIT11,199$44.4 萬0.2%+11,199新進歷史
KMBKimberly Clark CorpStock4,389$44.3 萬0.2%+4,389新進歷史
NVCRNovoCure LtdORD SHS34,227$44.3 萬0.2%+34,227新進歷史
MAGNMagnera CorpCOM SHS29,209$44.2 萬0.2%+29,209新進歷史
MANUManchester United plcORD CL A27,774$44.2 萬0.2%+27,774新進歷史
HAPNHappen, Inc.COM NEW23,309$44.1 萬0.2%+5,704+32.4%加碼歷史
TPCTutor Perini CorpCOM6,585$44.1 萬0.2%+6,585新進歷史
MAXMediaAlpha, Inc.CL A34,034$44.1 萬0.2%+9,554+39.0%加碼歷史
DOOBRP Inc.COM SUN VTG6,216$44.0 萬0.2%−1,266−16.9%減碼歷史
MPMP Materials Corp.COM CL A8,706$44.0 萬0.2%+5,642+184.1%加碼歷史
POOLPool CorpCOM1,914$43.8 萬0.2%+1,914新進歷史
POETPoet Technologies Inc.COM NEW69,072$43.7 萬0.2%+69,072新進歷史
RBRKRubrik, Inc.Stock5,682$43.5 萬0.2%+1,870+49.1%加碼歷史
SPOTSpotify Technology S.A.Stock747$43.4 萬0.2%+747新進歷史
DRSLeonardo DRS, Inc.Stock12,693$43.3 萬0.2%+12,693新進歷史
BRXBrixmor Property Group Inc.COM16,411$43.0 萬0.2%+16,411新進歷史
LAURLaureate Education, Inc.COMMON STOCK12,775$43.0 萬0.2%+12,775新進歷史
TNDMTandem Diabetes Care IncCOM NEW19,554$43.0 萬0.2%−2,714−12.2%減碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG38,047$42.9 萬0.2%+18,089+90.6%加碼歷史
FIXComfort Systems USA IncCOM457$42.7 萬0.2%+156+51.8%加碼歷史
DVADavita Inc.COM3,744$42.5 萬0.2%+2,187+140.5%加碼歷史
HPQHP IncStock19,024$42.4 萬0.2%+19,024新進歷史
MNDYmonday.com Ltd.SHS2,871$42.4 萬0.2%+2,871新進歷史
INFUInfuSystem Holdings, IncCOM46,916$42.1 萬0.2%+46,916新進歷史
SYYSysco CorpStock5,695$42.0 萬0.2%+5,695新進歷史

2025 年第 3 季之後清倉(396 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 396 檔。

PharVision Advisers, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
ARRYArray Technologies, Inc.COM SHS89,560$73.0 萬0.4%歷史
VRTVertiv Holdings CoCOM CL A4,238$63.9 萬0.4%歷史
ZVRAZevra Therapeutics, Inc.COM NEW66,733$63.5 萬0.4%歷史
BOWBowhead Specialty Holdings Inc.COM SHS22,482$60.8 萬0.3%歷史
RIGLRigel Pharmaceuticals IncCOM20,522$58.1 萬0.3%歷史
MASIMasimo CorpCOM3,909$57.7 萬0.3%歷史
IIINInsteel Industries IncCOM14,157$54.3 萬0.3%歷史
AITApplied Industrial Technologies IncCOM1,992$52.0 萬0.3%歷史
APLSApellis Pharmaceuticals, Inc.COM22,291$50.4 萬0.3%歷史
OZKBank OZKCOM9,486$48.4 萬0.3%歷史
SEDGSolaredge Technologies, Inc.COM13,055$48.3 萬0.3%歷史
PARRPar Pacific Holdings, Inc.COM NEW13,279$47.0 萬0.3%歷史
FTITechnipFMC plcCOM11,483$45.3 萬0.3%歷史
ABNBAirbnb, Inc.Stock3,681$44.7 萬0.3%歷史
ULUnilever PLCSPON ADR NEW7,416$44.0 萬0.2%歷史
SNDRSchneider National, Inc.CL B20,716$43.8 萬0.2%歷史
ACHRArcher Aviation Inc.Stock45,268$43.4 萬0.2%歷史
TMDXTransMedics Group, Inc.COM3,841$43.1 萬0.2%歷史
ENTAEnanta Pharmaceuticals IncCOM35,846$42.9 萬0.2%歷史
OMCOmnicom Group Inc.COM5,232$42.7 萬0.2%歷史
APAMArtisan Partners Asset Management Inc.CL A9,802$42.5 萬0.2%歷史
HEI.AHeico CorpCL A1,674$42.5 萬0.2%歷史
NBHCNational Bank Holdings CorpCL A10,949$42.3 萬0.2%歷史
BYRNByrna Technologies Inc.COM NEW18,913$41.9 萬0.2%歷史
JBLJabil IncStock1,924$41.8 萬0.2%歷史
DPZDominos Pizza IncCOM966$41.7 萬0.2%歷史
FCFranklin Covey CoCOM21,197$41.1 萬0.2%歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A9,024$41.0 萬0.2%歷史
LUNRIntuitive Machines, Inc.CLASS A COM38,533$40.5 萬0.2%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,428$39.9 萬0.2%歷史
VREXVarex Imaging CorpCOM32,142$39.9 萬0.2%歷史
SMBCSouthern Missouri Bancorp, Inc.COM7,548$39.7 萬0.2%歷史
MOSMosaic CoCOM11,390$39.5 萬0.2%歷史
KRTKarat Packaging Inc.COM15,618$39.4 萬0.2%歷史
GRBKGreen Brick Partners, Inc.COM5,320$39.3 萬0.2%歷史
DVDoubleVerify Holdings, Inc.COM32,733$39.2 萬0.2%歷史
RNGRingCentral, Inc.CL A13,738$38.9 萬0.2%歷史
PCTYPaylocity Holding CorpCOM2,441$38.9 萬0.2%歷史
CNKCinemark Holdings, Inc.COM13,837$38.8 萬0.2%歷史
TROWPrice T Rowe Group IncStock3,757$38.6 萬0.2%歷史
MANHManhattan Associates IncStock1,863$38.2 萬0.2%歷史
HUYAHUYA Inc.ADS REP SHS A113,899$37.9 萬0.2%歷史
HQYHealthequity, Inc.COM3,997$37.9 萬0.2%歷史
TCBITexas Capital Bancshares IncCOM4,470$37.8 萬0.2%歷史
FLNCFluence Energy, Inc.COM CL A34,897$37.7 萬0.2%歷史
NXENexGen Energy Ltd.COM41,870$37.5 萬0.2%歷史
XRAYDentsply Sirona Inc.Stock29,526$37.5 萬0.2%歷史
CMCanadian Imperial Bank of CommerceCOM4,678$37.4 萬0.2%歷史
AMHAmerican Homes 4 RentCL A11,239$37.4 萬0.2%歷史
NTRNutrien Ltd.COM6,345$37.3 萬0.2%歷史
PRIPrimerica, Inc.Stock1,338$37.1 萬0.2%歷史
BKEBuckle IncCOM6,292$36.9 萬0.2%歷史
DOMOHuckleberry.ai, Inc.Stock23,127$36.6 萬0.2%歷史
REVGREV Group, Inc.COM6,437$36.5 萬0.2%歷史
MZTIMarzetti CoCOM2,111$36.5 萬0.2%歷史
PHATPhathom Pharmaceuticals, Inc.COM30,968$36.4 萬0.2%歷史
FTDRFrontdoor, Inc.COM5,400$36.3 萬0.2%歷史
EDConsolidated Edison IncStock3,609$36.3 萬0.2%歷史
NYTNew York Times CoCL A6,294$36.1 萬0.2%歷史
TSNTyson Foods, Inc.Stock6,652$36.1 萬0.2%歷史
TMOThermo Fisher Scientific Inc.Stock744$36.1 萬0.2%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR5,976$36.0 萬0.2%歷史
TOSTToast, Inc.Stock9,833$35.9 萬0.2%歷史
HOGHarley-Davidson, Inc.COM12,858$35.9 萬0.2%歷史
MBLYMobileye Global Inc.Stock25,378$35.8 萬0.2%歷史
SRPTSarepta Therapeutics, Inc.COM18,523$35.7 萬0.2%歷史
LMATLemaitre Vascular IncCOM4,053$35.5 萬0.2%歷史
ASBAssociated Banc-CorpCOM13,755$35.4 萬0.2%歷史
MCDMcDonalds CorpStock1,160$35.3 萬0.2%歷史
MAMastercard IncStock618$35.2 萬0.2%歷史
ADNTAdient plcStock14,556$35.1 萬0.2%歷史
TXTTextron IncCOM4,121$34.8 萬0.2%歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C8,360$34.8 萬0.2%歷史
GRFSGrifols SASP ADR REP B NVT34,831$34.7 萬0.2%歷史
TXNTexas Instruments IncStock1,878$34.5 萬0.2%歷史
AMBAAmbarella IncSHS4,153$34.3 萬0.2%歷史
HRBH&R Block IncCOM6,775$34.3 萬0.2%歷史
SONSonoco Products CoCOM7,944$34.2 萬0.2%歷史
ZMZoom Communications, Inc.Stock4,144$34.2 萬0.2%歷史
GCOGenesco IncCOM11,713$34.0 萬0.2%歷史
GBXGreenbrier Companies IncStock7,321$33.8 萬0.2%歷史
CLColgate Palmolive CoStock4,205$33.6 萬0.2%歷史
TMETencent Music Entertainment GroupSPON ADS14,396$33.6 萬0.2%歷史
NXTNextpower Inc.Stock4,538$33.6 萬0.2%歷史
LYTSLsi Industries IncCOM14,220$33.6 萬0.2%歷史
CMCLCaledonia Mining Corp PlcSHS NEW9,217$33.4 萬0.2%歷史
HLIOHelios Technologies, Inc.COM6,370$33.2 萬0.2%歷史
RYNRayonier IncCOM12,505$33.2 萬0.2%歷史
PAYOPayoneer Global Inc.COM54,830$33.2 萬0.2%歷史
PLTKPlaytika Holding Corp.COM85,073$33.1 萬0.2%歷史
ENPHEnphase Energy, Inc.Stock9,287$32.9 萬0.2%歷史
PAYCPaycom Software, Inc.Stock1,573$32.7 萬0.2%歷史
CMGChipotle Mexican Grill IncCOM8,319$32.6 萬0.2%歷史
LNCLincoln National CorpCOM8,079$32.6 萬0.2%歷史
BABoeing CoStock1,509$32.6 萬0.2%歷史
NKENIKE, Inc.Stock4,662$32.5 萬0.2%歷史
PDSPrecision Drilling CorpCOM NEW5,762$32.5 萬0.2%歷史
AONAon plcCL A901$32.1 萬0.2%歷史
CSVCarriage Services IncCOM7,208$32.1 萬0.2%歷史
JOBYJoby Aviation, Inc.COMMON STOCK19,856$32.0 萬0.2%歷史