Soltis Investment Advisors LLC
ST. GEORGE UT · SEC CIK 0001802530
$15.85亿2026Q1 申报市值
580持仓数
29.9%前十大占比 · 第一大 5.3%
80 / 25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
SPY 加仓+$2,174.22万
NVDA 加仓+$898.77万
XLY 加仓+$703.83万
BALT 加仓+$683.39万
ZTS 加仓+$605.53万
2026Q1 卖出最多 按季末市值估算
PDEC 减仓-$1,090.52万
LRCX 减仓-$1,027.17万
BND 减仓-$635.52万
GOOGL 减仓-$574.06万
RIO 减仓-$506.49万
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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $57.34万 | 0.04% | 4,505 | -304 | -6.3% | -$3.87万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $57.61万 | 0.04% | 1,413 | 47 | 3.4% | $1.92万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $57.63万 | 0.04% | 7,197 | 342 | 5.0% | $2.74万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.64万 | 0.04% | 7,674 | -726 | -8.6% | -$5.45万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $57.84万 | 0.04% | 8,157 | 19 | 0.2% | $1,347 | 加仓 |
| TRGP | TARGA RES CORP | $58.75万 | 0.04% | 2,343 | -658 | -21.9% | -$16.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.91万 | 0.04% | 28,027 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $59.12万 | 0.04% | 8,232 | 188 | 2.3% | $1.35万 | 加仓 |
| PCAR | PACCAR INC | $59.18万 | 0.04% | 5,124 | 236 | 4.8% | $2.73万 | 加仓 |
| F | FORD MTR CO | $59.67万 | 0.04% | 51,704 | 12,337 | 31.3% | $14.24万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $59.78万 | 0.04% | 10,566 | 1,396 | 15.2% | $7.90万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $59.97万 | 0.04% | 17,758 | -1 | -0.0% | -$34 | 减仓 |
| DE | DEERE & CO | $60.31万 | 0.04% | 1,071 | 83 | 8.4% | $4.67万 | 加仓 |
| QCOM | QUALCOMM INC 看跌期权 | $60.53万 | 0.04% | 4,700 | 4,700 | — | $60.53万 | 新建仓 |
| PFE | PFIZER INC | $60.53万 | 0.04% | 21,555 | 4,073 | 23.3% | $11.44万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $60.59万 | 0.04% | 35,414 | -12,038 | -25.4% | -$20.60万 | 减仓 |
| IUSG | ISHARES TR | $61.21万 | 0.04% | 3,946 | 92 | 2.4% | $1.43万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $61.61万 | 0.04% | 12,256 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $61.64万 | 0.04% | 4,087 | 977 | 31.4% | $14.74万 | 加仓 |
| MPC | MARATHON PETE CORP | $61.75万 | 0.04% | 2,529 | 23 | 0.9% | $5,616 | 加仓 |
| DHR | DANAHER CORP DEL | $63.10万 | 0.04% | 3,328 | 172 | 5.4% | $3.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $63.10万 | 0.04% | 150 | -435 | -74.4% | -$183.00万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $63.43万 | 0.04% | 2,345 | 802 | 52.0% | $21.69万 | 加仓 |
| HYG | ISHARES TR | $63.47万 | 0.04% | 7,978 | -8,817 | -52.5% | -$70.15万 | 减仓 |
| AON | AON PLC | $64.08万 | 0.04% | 1,985 | 83 | 4.4% | $2.68万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $64.18万 | 0.04% | 717 | -57 | -7.4% | -$5.10万 | 减仓 |
| — | VANECK ETF TRUST | $64.41万 | 0.04% | 62,776 | -59,901 | -48.8% | -$61.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $64.56万 | 0.04% | 7,323 | 92 | 1.3% | $8,110 | 加仓 |
| INTU | INTUIT | $65.18万 | 0.04% | 1,507 | -11 | -0.7% | -$4,758 | 减仓 |
| MTUM | ISHARES TR | $65.18万 | 0.04% | 2,716 | 38 | 1.4% | $9,120 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $66.49万 | 0.04% | 4,642 | 110 | 2.4% | $1.58万 | 加仓 |
| BLK | BLACKROCK INC | $66.74万 | 0.04% | 694 | 48 | 7.4% | $4.62万 | 加仓 |
| KLAC | KLA CORP | $67.25万 | 0.04% | 457 | 45 | 10.9% | $6.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $67.51万 | 0.04% | 23,177 | -5,694 | -19.7% | -$16.59万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $67.66万 | 0.04% | 7,254 | 553 | 8.3% | $5.16万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $68.03万 | 0.04% | 9,890 | -179 | -1.8% | -$1.23万 | 减仓 |
| T | AT&T INC | $68.82万 | 0.04% | 23,739 | 4,628 | 24.2% | $13.42万 | 加仓 |
| IWB | ISHARES TR | $69.08万 | 0.04% | 1,937 | 180 | 10.2% | $6.42万 | 加仓 |
| RY | ROYAL BK CDA | $69.21万 | 0.04% | 4,278 | 105 | 2.5% | $1.70万 | 加仓 |
| CMI | CUMMINS INC | $69.40万 | 0.04% | 1,290 | 163 | 14.5% | $8.77万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $69.55万 | 0.04% | 4,010 | 1,481 | 58.6% | $25.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $70.08万 | 0.04% | 5,029 | 252 | 5.3% | $3.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.62万 | 0.04% | 4,768 | 413 | 9.5% | $6.12万 | 加仓 |
| CLIP | GLOBAL X FDS | $70.77万 | 0.04% | 7,052 | 23 | 0.3% | $2,308 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $71.29万 | 0.04% | 3,426 | 265 | 8.4% | $5.51万 | 加仓 |
| MMM | 3M CO | $71.67万 | 0.05% | 4,935 | -76 | -1.5% | -$1.10万 | 减仓 |
| EFA | ISHARES TR | $72.05万 | 0.05% | 7,418 | -115 | -1.5% | -$1.12万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $72.78万 | 0.05% | 6,338 | 114 | 1.8% | $1.31万 | 加仓 |
| VDE | VANGUARD WORLD FD | $72.82万 | 0.05% | 4,208 | 716 | 20.5% | $12.39万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $73.11万 | 0.05% | 15,216 | -190 | -1.2% | -$9,130 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $73.44万 | 0.05% | 2,559 | 23 | 0.9% | $6,601 | 加仓 |
| SHOP | SHOPIFY INC | $74.40万 | 0.05% | 6,273 | -42 | -0.7% | -$4,982 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.08万 | 0.05% | 13,524 | -3,768 | -21.8% | -$20.92万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $76.98万 | 0.05% | 996 | 134 | 15.5% | $10.36万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $77.09万 | 0.05% | 9,998 | 3,787 | 61.0% | $29.20万 | 加仓 |
| AFL | AFLAC INC | $77.19万 | 0.05% | 7,035 | 146 | 2.1% | $1.60万 | 加仓 |
| TMUS | T-MOBILE US INC | $78.21万 | 0.05% | 3,724 | 556 | 17.6% | $11.68万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC 看跌期权 | $78.75万 | 0.05% | 2,700 | 2,700 | — | $78.75万 | 新建仓 |
| DIS | DISNEY WALT CO | $79.89万 | 0.05% | 8,289 | 683 | 9.0% | $6.58万 | 加仓 |
| LOW | LOWES COS INC | $79.94万 | 0.05% | 3,383 | 129 | 4.0% | $3.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $80.14万 | 0.05% | 2,090 | -21 | -1.0% | -$8,053 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $80.80万 | 0.05% | 21,031 | 10,469 | 99.1% | $40.22万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $80.96万 | 0.05% | 14,377 | 1,522 | 11.8% | $8.57万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $81.83万 | 0.05% | 12,457 | -71 | -0.6% | -$4,664 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $82.32万 | 0.05% | 1,777 | -586 | -24.8% | -$27.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $82.42万 | 0.05% | 6,290 | 33 | 0.5% | $4,324 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $82.62万 | 0.05% | 28,420 | 6 | 0.0% | $174 | 加仓 |
| ABT | ABBOTT LABORATORIES | $83.25万 | 0.05% | 8,109 | -178 | -2.1% | -$1.83万 | 减仓 |
| APH | AMPHENOL CORP | $83.45万 | 0.05% | 6,605 | 2,083 | 46.1% | $26.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $83.56万 | 0.05% | 1,700 | 1,700 | — | $83.56万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $84.89万 | 0.05% | 36,116 | 16,555 | 84.6% | $38.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $85.46万 | 0.05% | 4,900 | 4,900 | — | $85.46万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $86.72万 | 0.05% | 14,156 | -1,809 | -11.3% | -$11.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.24万 | 0.06% | 26,605 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $88.17万 | 0.06% | 4,327 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $88.34万 | 0.06% | 12,968 | 1,430 | 12.4% | $9.74万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $88.70万 | 0.06% | 6,774 | 232 | 3.5% | $3.04万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $88.72万 | 0.06% | 19,233 | 1,300 | 7.2% | $6.00万 | 加仓 |
| SYK | STRYKER CORPORATION | $88.86万 | 0.06% | 2,704 | 440 | 19.4% | $14.46万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $89.27万 | 0.06% | 25,276 | -1,969 | -7.2% | -$6.95万 | 减仓 |
| — | HONEYWELL INTL INC | $89.35万 | 0.06% | 3,953 | 1,036 | 35.5% | $23.42万 | 加仓 |
| TIP | ISHARES TR | $91.34万 | 0.06% | 8,276 | -4,481 | -35.1% | -$49.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $92.06万 | 0.06% | 39,786 | 26,210 | 193.1% | $60.65万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $92.45万 | 0.06% | 1,954 | 93 | 5.0% | $4.40万 | 加仓 |
| MUB | ISHARES TR | $93.53万 | 0.06% | 8,811 | -2,568 | -22.6% | -$27.26万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $93.55万 | 0.06% | 18,351 | 7,774 | 73.5% | $39.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $95.30万 | 0.06% | 2,182 | -395 | -15.3% | -$17.25万 | 减仓 |
| CI | THE CIGNA GROUP | $96.53万 | 0.06% | 3,619 | 368 | 11.3% | $9.82万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $97.66万 | 0.06% | 21,893 | -263 | -1.2% | -$1.17万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $97.69万 | 0.06% | 16,620 | 1,187 | 7.7% | $6.98万 | 加仓 |
| HDV | ISHARES TR | $97.90万 | 0.06% | 7,214 | -250 | -3.3% | -$3.39万 | 减仓 |
| IWV | ISHARES TR | $97.97万 | 0.06% | 2,643 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $98.69万 | 0.06% | 11,579 | 552 | 5.0% | $4.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $99.65万 | 0.06% | 39,702 | 1,240 | 3.2% | $3.11万 | 加仓 |
| CB | CHUBB LTD SWITZ | $100.13万 | 0.06% | 3,072 | 206 | 7.2% | $6.71万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $100.45万 | 0.06% | 4,624 | -2,744 | -37.2% | -$59.61万 | 减仓 |
| DPZ | DOMINOS PIZZA INC 看跌期权 | $100.46万 | 0.06% | 2,800 | 2,800 | — | $100.46万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $101.05万 | 0.06% | 4,974 | 874 | 21.3% | $17.76万 | 加仓 |
| MO | ALTRIA GROUP INC | $101.12万 | 0.06% | 15,324 | -1,525 | -9.1% | -$10.06万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $101.29万 | 0.06% | 19,199 | -320 | -1.6% | -$1.69万 | 减仓 |