Soltis Investment Advisors LLC
ST. GEORGE UT · SEC CIK 0001802530
$17.97亿2026Q2 申报市值
648持仓数
28.2%前十大占比 · 第一大 5.6%
109 / 51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
INNOVATOR ETFS T 加仓+$1,112.12万
MU 加仓+$975.35万
VTI 加仓+$880.59万
NVDA 加仓+$636.85万
CSCO 加仓+$593.27万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$2,356.87万
XLY 减仓-$784.23万
GLW 减仓-$720.24万
BALT 减仓-$670.10万
TWLO 重新持有-$591.25万
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 |
|---|---|---|---|---|---|---|---|---|
| EWBC | EAST WEST BANCORP INC | $21.85万 | 0.01% | 1,693 | 1,693 | — | $21.85万 | 新建仓 |
| CHE | CHEMED CORP NEW | $21.94万 | 0.01% | 471 | 471 | — | $21.94万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $21.99万 | 0.01% | 2,640 | 2,640 | — | $21.99万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $22.00万 | 0.01% | 15,939 | -437 | -2.7% | -$6,031 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $22.04万 | 0.01% | 416 | -22 | -5.0% | -$1.17万 | 减仓 |
| ATI | ATI INC | $22.07万 | 0.01% | 1,120 | 1,120 | — | $22.07万 | 新建仓 |
| EFV | ISHARES TR | $22.30万 | 0.01% | 2,912 | 186 | 6.8% | $1.42万 | 加仓 |
| CVBF | CVB FINL CORP | $22.47万 | 0.01% | 9,964 | -303 | -3.0% | -$6,833 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $22.48万 | 0.01% | 1,172 | 1,172 | — | $22.48万 | 新建仓 |
| RY | ROYAL BK CDA | $22.48万 | 0.01% | 1,086 | -3,192 | -74.6% | -$66.07万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $22.58万 | 0.01% | 2,570 | -1,297 | -33.5% | -$11.40万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $22.72万 | 0.01% | 2,633 | -284 | -9.7% | -$2.45万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $22.76万 | 0.01% | 958 | 958 | — | $22.76万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $22.79万 | 0.01% | 11,457 | 1,105 | 10.7% | $2.20万 | 加仓 |
| NNN | NNN REIT INC | $23.01万 | 0.01% | 4,946 | 4,946 | — | $23.01万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.06万 | 0.01% | 631 | 631 | — | $23.06万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $23.22万 | 0.01% | 1,920 | 1,920 | — | $23.22万 | 新建仓 |
| MTB | M & T BK CORP | $23.24万 | 0.01% | 977 | 977 | — | $23.24万 | 新建仓 |
| ACWV | ISHARES INC | $23.34万 | 0.01% | 1,941 | 16 | 0.8% | $1,924 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.48万 | 0.01% | 2,178 | 2,178 | — | $23.48万 | 新建仓 |
| TQQQ | PROSHARES TR | $23.49万 | 0.01% | 2,900 | -1,019 | -26.0% | -$8.25万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $23.61万 | 0.01% | 4,254 | 332 | 8.5% | $1.84万 | 加仓 |
| RBLX | ROBLOX CORP | $23.74万 | 0.01% | 4,366 | 1,760 | 67.5% | $9.57万 | 重新持有 |
| CPRT | COPART INC | $23.87万 | 0.01% | 8,468 | 8,468 | — | $23.87万 | 新建仓 |
| NTRA | NATERA INC | $23.93万 | 0.01% | 881 | 881 | — | $23.93万 | 新建仓 |
| — | VANECK ETF TRUST | $24.02万 | 0.01% | 23,181 | -39,595 | -63.1% | -$41.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $24.10万 | 0.01% | 4,783 | -1,199 | -20.0% | -$6.04万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.12万 | 0.01% | 971 | 51 | 5.5% | $1.27万 | 加仓 |
| DOV | DOVER CORP | $24.18万 | 0.01% | 1,078 | 1,078 | — | $24.18万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.43万 | 0.01% | 9,854 | 9,854 | — | $24.43万 | 新建仓 |
| S | SENTINELONE INC | $24.54万 | 0.01% | 14,460 | 14,460 | — | $24.54万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.64万 | 0.01% | 1,859 | -117 | -5.9% | -$1.55万 | 减仓 |
| NVT | NVENT ELEC PLC | $24.68万 | 0.01% | 1,455 | 1,455 | — | $24.68万 | 新建仓 |
| EMXC | ISHARES INC | $24.72万 | 0.01% | 2,416 | 2,416 | — | $24.72万 | 新建仓 |
| EXEL | EXELIXIS INC | $24.75万 | 0.01% | 4,548 | 4,548 | — | $24.75万 | 新建仓 |
| SJM | SMUCKER J M CO | $24.83万 | 0.01% | 2,207 | 2,207 | — | $24.83万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $24.89万 | 0.01% | 786 | 786 | — | $24.89万 | 新建仓 |
| DG | DOLLAR GEN CORP | $24.91万 | 0.01% | 2,164 | 435 | 25.2% | $5.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.01万 | 0.01% | 10,423 | 10,423 | — | $25.01万 | 新建仓 |
| HPQ | HP INC | $25.02万 | 0.01% | 11,402 | 2,355 | 26.0% | $5.17万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $25.05万 | 0.01% | 10,059 | 10,059 | — | $25.05万 | 新建仓 |
| MSTR | STRATEGY INC | $25.07万 | 0.01% | 2,883 | -96 | -3.2% | -$8,346 | 减仓 |
| ABBV | ABBVIE INC 看跌期权 | $25.16万 | 0.01% | 1,000 | 1,000 | — | $25.16万 | 新建仓 |
| MKSI | MKS INC. | $25.22万 | 0.01% | 567 | 567 | — | $25.22万 | 新建仓 |
| MSCI | MSCI INC | $25.24万 | 0.01% | 451 | 451 | — | $25.24万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $25.27万 | 0.01% | 2,520 | -595 | -19.1% | -$5.97万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $25.31万 | 0.01% | 3,466 | 3,466 | — | $25.31万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $25.38万 | 0.01% | 1,507 | 1,507 | — | $25.38万 | 新建仓 |
| DHI | D R HORTON INC | $25.38万 | 0.01% | 1,558 | -87 | -5.3% | -$1.42万 | 重新持有 |
| PSI | INVESCO EXCHANGE TRADED FD T | $25.41万 | 0.01% | 1,353 | 1,353 | — | $25.41万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.54万 | 0.01% | 680 | 680 | — | $25.54万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.81万 | 0.01% | 7,855 | 7,855 | — | $25.81万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $25.98万 | 0.01% | 9,744 | 574 | 6.3% | $1.53万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $26.00万 | 0.01% | 1,130 | 1,130 | — | $26.00万 | 新建仓 |
| DGRW | WISDOMTREE TR | $26.05万 | 0.01% | 2,725 | -1,764 | -39.3% | -$16.86万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $26.06万 | 0.01% | 4,751 | 4,751 | — | $26.06万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $26.08万 | 0.01% | 1,514 | 1,514 | — | $26.08万 | 新建仓 |
| KR | KROGER CO | $26.17万 | 0.01% | 4,713 | 521 | 12.4% | $2.89万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $26.18万 | 0.01% | 571 | 46 | 8.8% | $2.11万 | 加仓 |
| TFC | TRUIST FINL CORP | $26.36万 | 0.01% | 5,291 | 654 | 14.1% | $3.26万 | 加仓 |
| ECL | ECOLAB INC | $26.42万 | 0.01% | 948 | -31 | -3.2% | -$8,640 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.55万 | 0.01% | 8,858 | 519 | 6.2% | $1.56万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $26.75万 | 0.01% | 5,830 | -1,711 | -22.7% | -$7.85万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $26.82万 | 0.01% | 21,017 | -273 | -1.3% | -$3,484 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.85万 | 0.01% | 6,292 | -584 | -8.5% | -$2.49万 | 减仓 |
| WMB | WILLIAMS COS INC | $26.91万 | 0.01% | 3,620 | 218 | 6.4% | $1.62万 | 加仓 |
| IYJ | ISHARES TR | $26.96万 | 0.02% | 1,618 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $27.07万 | 0.02% | 1,539 | 1,539 | — | $27.07万 | 新建仓 |
| DTE | DTE ENERGY CO | $27.08万 | 0.02% | 1,777 | 1,777 | — | $27.08万 | 新建仓 |
| KKR | KKR & CO INC | $27.12万 | 0.02% | 2,955 | -853 | -22.4% | -$7.83万 | 减仓 |
| IMTM | ISHARES TR | $27.17万 | 0.02% | 5,094 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $27.26万 | 0.02% | 47,493 | 47,493 | — | $27.26万 | 新建仓 |
| RBRK | RUBRIK INC. | $27.26万 | 0.02% | 3,396 | 3,396 | — | $27.26万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.29万 | 0.02% | 1,260 | 1,260 | — | $27.29万 | 新建仓 |
| URI | UNITED RENTALS INC | $27.30万 | 0.02% | 241 | 241 | — | $27.30万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $27.36万 | 0.02% | 10,829 | 10,829 | — | $27.36万 | 新建仓 |
| V | VISA INC 看跌期权 | $27.45万 | 0.02% | 800 | 800 | — | $27.45万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $27.53万 | 0.02% | 814 | 814 | — | $27.53万 | 新建仓 |
| IWO | ISHARES TR | $27.70万 | 0.02% | 703 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $27.73万 | 0.02% | 1,283 | 1,283 | — | $27.73万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $27.84万 | 0.02% | 2,449 | 98 | 4.2% | $1.11万 | 加仓 |
| PHM | PULTE GROUP INC | $27.89万 | 0.02% | 2,033 | 2,033 | — | $27.89万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $27.90万 | 0.02% | 325 | 325 | — | $27.90万 | 新建仓 |
| VTR | VENTAS INC | $27.91万 | 0.02% | 3,143 | 212 | 7.2% | $1.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $28.01万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $28.06万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $28.09万 | 0.02% | 5,336 | 5,336 | — | $28.09万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $28.12万 | 0.02% | 1,125 | 1,125 | — | $28.12万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.12万 | 0.02% | 4,576 | -8,948 | -66.2% | -$54.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.38万 | 0.02% | 1,199 | 110 | 10.1% | $2.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.45万 | 0.02% | 10,302 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $28.45万 | 0.02% | 5,582 | 5,582 | — | $28.45万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $28.46万 | 0.02% | 3,676 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.47万 | 0.02% | 11,421 | 2,952 | 34.9% | $7.36万 | 加仓 |
| EFX | EQUIFAX INC | $28.53万 | 0.02% | 1,798 | 1,798 | — | $28.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $28.64万 | 0.02% | 10,401 | -115 | -1.1% | -$3,167 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.70万 | 0.02% | 691 | 28 | 4.2% | $1.16万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $28.81万 | 0.02% | 2,263 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $28.85万 | 0.02% | 1,701 | 1,701 | — | $28.85万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $28.95万 | 0.02% | 6,909 | 6,909 | — | $28.95万 | 新建仓 |