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 |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | $29.08万 | 0.02% | 961 | 961 | — | $29.08万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $29.14万 | 0.02% | 1,537 | -884 | -36.5% | -$16.76万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $29.30万 | 0.02% | 5,556 | -127 | -2.2% | -$6,697 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L 看跌期权 | $29.41万 | 0.02% | 8,000 | 8,000 | — | $29.41万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $29.42万 | 0.02% | 3,579 | 3,579 | — | $29.42万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.46万 | 0.02% | 11,915 | 3,200 | 36.7% | $7.91万 | 加仓 |
| KEY | KEYCORP | $29.53万 | 0.02% | 12,812 | 241 | 1.9% | $5,555 | 加仓 |
| CIEN | CIENA CORP | $29.54万 | 0.02% | 602 | -35 | -5.5% | -$1.72万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $29.55万 | 0.02% | 12,463 | 12,463 | — | $29.55万 | 新建仓 |
| QCOM | QUALCOMM INC 看跌期权 | $29.57万 | 0.02% | 1,600 | -3,100 | -66.0% | -$57.28万 | 减仓 |
| UBS | UBS GROUP AG | $29.62万 | 0.02% | 5,976 | -238 | -3.8% | -$1.18万 | 减仓 |
| EEM | ISHARES TR | $29.68万 | 0.02% | 4,339 | 126 | 3.0% | $8,619 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $29.70万 | 0.02% | 2,236 | 2,236 | — | $29.70万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $29.82万 | 0.02% | 5,251 | 1,013 | 23.9% | $5.75万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $29.90万 | 0.02% | 1,905 | -2,206 | -53.7% | -$34.63万 | 减仓 |
| AYI | ACUITY INC | $29.91万 | 0.02% | 794 | 794 | — | $29.91万 | 新建仓 |
| B | BARRICK MNG CORP | $29.99万 | 0.02% | 8,164 | -134 | -1.6% | -$4,922 | 减仓 |
| WAB | WABTEC | $30.06万 | 0.02% | 1,115 | 92 | 9.0% | $2.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $30.08万 | 0.02% | 600 | -1,100 | -64.7% | -$55.15万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $30.34万 | 0.02% | 6,247 | 2,135 | 51.9% | $10.37万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $30.57万 | 0.02% | 9,672 | -2,448 | -20.2% | -$7.74万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $30.77万 | 0.02% | 11,661 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $30.90万 | 0.02% | 15,632 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $31.05万 | 0.02% | 6,557 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $31.08万 | 0.02% | 1,844 | 1,844 | — | $31.08万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $31.39万 | 0.02% | 5,950 | 219 | 3.8% | $1.16万 | 加仓 |
| TWLO | TWILIO INC | $31.50万 | 0.02% | 1,527 | -28,664 | -94.9% | -$591.25万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $31.61万 | 0.02% | 9,003 | -1,394 | -13.4% | -$4.90万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $31.63万 | 0.02% | 5,824 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $32.09万 | 0.02% | 4,698 | 722 | 18.2% | $4.93万 | 加仓 |
| IGV | ISHARES TR | $32.30万 | 0.02% | 3,565 | 621 | 21.1% | $5.63万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.31万 | 0.02% | 1,112 | 106 | 10.5% | $3.08万 | 加仓 |
| SYY | SYSCO CORP | $32.33万 | 0.02% | 3,868 | 964 | 33.2% | $8.06万 | 加仓 |
| TXT | TEXTRON INC | $32.67万 | 0.02% | 3,562 | -1,326 | -27.1% | -$12.16万 | 减仓 |
| INTU | INTUIT | $32.81万 | 0.02% | 1,257 | -250 | -16.6% | -$6.53万 | 减仓 |
| CSX | CSX CORP | $32.85万 | 0.02% | 6,912 | 610 | 9.7% | $2.90万 | 加仓 |
| TPR | TAPESTRY INC | $32.90万 | 0.02% | 2,248 | -122 | -5.1% | -$1.79万 | 减仓 |
| SPYI | NEOS ETF TRUST | $33.07万 | 0.02% | 6,229 | 6,229 | — | $33.07万 | 新建仓 |
| ADBE | ADOBE INC | $33.13万 | 0.02% | 1,616 | -734 | -31.2% | -$15.05万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.19万 | 0.02% | 4,344 | 211 | 5.1% | $1.61万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $33.19万 | 0.02% | 1,202 | 1,202 | — | $33.19万 | 新建仓 |
| AMZN | AMAZON COM INC 看跌期权 | $33.37万 | 0.02% | 1,400 | -400 | -22.2% | -$9.53万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.40万 | 0.02% | 1,090 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $33.41万 | 0.02% | 913 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $33.44万 | 0.02% | 17,492 | 17,492 | — | $33.44万 | 新建仓 |
| FTV | FORTIVE CORP | $33.60万 | 0.02% | 5,500 | -413 | -7.0% | -$2.52万 | 减仓 |
| BOTZ | GLOBAL X FDS | $33.87万 | 0.02% | 8,928 | 2,459 | 38.0% | $9.33万 | 加仓 |
| BP | BP PLC | $33.89万 | 0.02% | 9,172 | -81 | -0.9% | -$2,993 | 减仓 |
| QGRW | WISDOMTREE TR | $33.89万 | 0.02% | 5,133 | -1,530 | -23.0% | -$10.10万 | 减仓 |
| CLSK | CLEANSPARK INC | $34.01万 | 0.02% | 23,376 | 377 | 1.6% | $5,485 | 加仓 |
| WM | WASTE MGMT INC DEL | $34.33万 | 0.02% | 1,540 | 43 | 2.9% | $9,585 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.64万 | 0.02% | 705 | -12 | -1.7% | -$5,897 | 减仓 |
| XYZ | BLOCK INC | $34.74万 | 0.02% | 4,571 | 829 | 22.2% | $6.30万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.84万 | 0.02% | 876 | -201 | -18.7% | -$7.99万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.04万 | 0.02% | 11,907 | -1,351 | -10.2% | -$3.98万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $35.07万 | 0.02% | 4,508 | 2,343 | 108.2% | $18.23万 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $35.19万 | 0.02% | 1,821 | 1,821 | — | $35.19万 | 新建仓 |
| PWR | QUANTA SVCS INC | $35.25万 | 0.02% | 490 | 31 | 6.8% | $2.23万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $35.33万 | 0.02% | 1,000 | 1,000 | — | $35.33万 | 新建仓 |
| MCO | MOODYS CORP | $35.38万 | 0.02% | 781 | 240 | 44.4% | $10.87万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $35.46万 | 0.02% | 4,758 | 875 | 22.5% | $6.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $35.51万 | 0.02% | 2,812 | 508 | 22.0% | $6.42万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $35.53万 | 0.02% | 6,813 | -6 | -0.1% | -$313 | 减仓 |
| ALL | ALLSTATE CORP | $35.62万 | 0.02% | 1,497 | 154 | 11.5% | $3.66万 | 加仓 |
| VFH | VANGUARD WORLD FD | $35.66万 | 0.02% | 2,709 | 16 | 0.6% | $2,106 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $35.83万 | 0.02% | 2,910 | -186 | -6.0% | -$2.29万 | 减仓 |
| FICO | FAIR ISAAC CORP 看跌期权 | $35.84万 | 0.02% | 300 | 300 | — | $35.84万 | 新建仓 |
| CTVA | CORTEVA INC | $36.05万 | 0.02% | 4,257 | 340 | 8.7% | $2.88万 | 加仓 |
| RKLB | ROCKET LAB CORP | $36.16万 | 0.02% | 3,557 | 3,557 | — | $36.16万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $36.35万 | 0.02% | 2,091 | 273 | 15.0% | $4.75万 | 加仓 |
| FC | FRANKLIN COVEY CO | $36.53万 | 0.02% | 14,893 | 16 | 0.1% | $392 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $36.59万 | 0.02% | 1,152 | 5 | 0.4% | $1,588 | 加仓 |
| MLI | MUELLER INDS INC | $36.65万 | 0.02% | 2,982 | 770 | 34.8% | $9.46万 | 加仓 |
| OC | OWENS CORNING NEW | $36.91万 | 0.02% | 2,322 | 2,322 | — | $36.91万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $36.94万 | 0.02% | 33,129 | 10 | 0.0% | $112 | 加仓 |
| NVS | NOVARTIS AG | $37.01万 | 0.02% | 2,361 | 573 | 32.0% | $8.98万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $37.34万 | 0.02% | 2,687 | 2,687 | — | $37.34万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $37.57万 | 0.02% | 5,362 | -207 | -3.7% | -$1.45万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $37.72万 | 0.02% | 1,342 | 91 | 7.3% | $2.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.88万 | 0.02% | 1,292 | -18 | -1.4% | -$5,277 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $37.99万 | 0.02% | 767 | 28 | 3.8% | $1.39万 | 加仓 |
| CBRE | CBRE GROUP INC | $38.20万 | 0.02% | 2,836 | 868 | 44.1% | $11.69万 | 加仓 |
| HYG | ISHARES TR | $38.25万 | 0.02% | 4,784 | -3,194 | -40.0% | -$25.54万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $38.34万 | 0.02% | 2,819 | 774 | 37.8% | $10.53万 | 重新持有 |
| RBC | RBC BEARINGS INC | $38.64万 | 0.02% | 600 | 213 | 55.0% | $13.72万 | 加仓 |
| SHEL | SHELL PLC | $39.46万 | 0.02% | 5,089 | -595 | -10.5% | -$4.61万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $39.77万 | 0.02% | 6,494 | 374 | 6.1% | $2.29万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $40.36万 | 0.02% | 3,648 | 1,167 | 47.0% | $12.91万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $40.51万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $40.52万 | 0.02% | 1,355 | -80 | -5.6% | -$2.39万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $40.52万 | 0.02% | 13,430 | -269 | -2.0% | -$8,116 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $40.66万 | 0.02% | 1,839 | 1,839 | — | $40.66万 | 新建仓 |
| EBAY | EBAY INC. | $40.76万 | 0.02% | 3,647 | 204 | 5.9% | $2.28万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $40.76万 | 0.02% | 1,234 | 440 | 55.4% | $14.54万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $40.78万 | 0.02% | 12,756 | 2,631 | 26.0% | $8.41万 | 加仓 |
| MPC | MARATHON PETE CORP | $40.87万 | 0.02% | 1,598 | -931 | -36.8% | -$23.81万 | 减仓 |
| FSK | FS KKR CAP CORP | $40.98万 | 0.02% | 39,032 | 797 | 2.1% | $8,368 | 加仓 |
| VRSN | VERISIGN INC | $41.14万 | 0.02% | 1,635 | 718 | 78.3% | $18.07万 | 加仓 |
| HON | HONEYWELL INTL INC | $41.21万 | 0.02% | 1,841 | -2,112 | -53.4% | -$47.28万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN 看跌期权 | $41.43万 | 0.02% | 2,200 | 2,200 | — | $41.43万 | 新建仓 |