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 |
|---|---|---|---|---|---|---|---|---|
| BITQ | BITWISE FUNDS TRUST | $102.16万 | 0.06% | 54,169 | -2,798 | -4.9% | -$5.28万 | 减仓 |
| PSX | PHILLIPS 66 | $102.75万 | 0.06% | 5,640 | -22 | -0.4% | -$4,008 | 减仓 |
| GM | GENERAL MTRS CO | $104.84万 | 0.07% | 14,073 | 2,671 | 23.4% | $19.90万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.21万 | 0.07% | 2,720 | 15 | 0.6% | $5,857 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $106.35万 | 0.07% | 26,496 | -32,429 | -55.0% | -$130.17万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $106.95万 | 0.07% | 28,528 | 28,528 | — | $106.95万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $107.78万 | 0.07% | 18,259 | 1,104 | 6.4% | $6.52万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $109.45万 | 0.07% | 68,922 | 4,639 | 7.2% | $7.37万 | 加仓 |
| HEI/A | HEICO CORP NEW | $110.21万 | 0.07% | 5,221 | -177 | -3.3% | -$3.74万 | 减仓 |
| TJX | TJX COS INC NEW | $112.00万 | 0.07% | 7,013 | 1,113 | 18.9% | $17.77万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $112.15万 | 0.07% | 26,046 | -189 | -0.7% | -$8,138 | 减仓 |
| LOVE | LOVESAC COMPANY | $112.67万 | 0.07% | 76,282 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $115.05万 | 0.07% | 76,701 | -535 | -0.7% | -$8,025 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $115.59万 | 0.07% | 16,070 | 460 | 2.9% | $3.31万 | 加仓 |
| USMV | ISHARES TR | $116.15万 | 0.07% | 12,524 | -58 | -0.5% | -$5,379 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $116.30万 | 0.07% | 19,176 | 5,875 | 44.2% | $35.63万 | 加仓 |
| CRM | SALESFORCE INC | $117.23万 | 0.07% | 6,280 | -532 | -7.8% | -$9.93万 | 减仓 |
| IEMG | ISHARES INC | $117.90万 | 0.07% | 16,903 | 176 | 1.1% | $1.23万 | 加仓 |
| LIN | LINDE PLC | $118.07万 | 0.07% | 2,382 | 488 | 25.8% | $24.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $118.26万 | 0.07% | 12,733 | 739 | 6.2% | $6.86万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $122.82万 | 0.08% | 11,079 | -1,988 | -15.2% | -$22.04万 | 减仓 |
| MS | MORGAN STANLEY | $123.17万 | 0.08% | 7,484 | 733 | 10.9% | $12.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $123.46万 | 0.08% | 4,233 | 549 | 14.9% | $16.01万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $125.49万 | 0.08% | 15,213 | 345 | 2.3% | $2.85万 | 加仓 |
| — | AXIL BRANDS INC | $126.00万 | 0.08% | 180,002 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $127.84万 | 0.08% | 13,056 | 4,354 | 50.0% | $42.63万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $127.85万 | 0.08% | 7,008 | -102 | -1.4% | -$1.86万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $128.93万 | 0.08% | 4,262 | 322 | 8.2% | $9.74万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $130.65万 | 0.08% | 8,911 | -899 | -9.2% | -$13.18万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $134.75万 | 0.09% | 6,307 | -48,077 | -88.4% | -$1,027.17万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $136.31万 | 0.09% | 21,837 | 16 | 0.1% | $999 | 加仓 |
| CSCO | CISCO SYS INC | $137.30万 | 0.09% | 17,696 | 2,572 | 17.0% | $19.96万 | 加仓 |
| QCOM | QUALCOMM INC | $140.36万 | 0.09% | 10,899 | -9 | -0.1% | -$1,159 | 减仓 |
| SLV | ISHARES SILVER TR | $142.44万 | 0.09% | 20,904 | 136 | 0.7% | $9,267 | 加仓 |
| DAL | DELTA AIR LINES INC | $142.69万 | 0.09% | 21,464 | 9,838 | 84.6% | $65.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $143.44万 | 0.09% | 7,051 | 53 | 0.8% | $1.08万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $144.01万 | 0.09% | 24,993 | -377 | -1.5% | -$2.17万 | 减仓 |
| RC | READY CAPITAL CORP | $145.58万 | 0.09% | 898,651 | 936 | 0.1% | $1,516 | 加仓 |
| SUB | ISHARES TR | $146.01万 | 0.09% | 13,710 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $147.17万 | 0.09% | 54,689 | 426 | 0.8% | $1.15万 | 加仓 |
| DON | WISDOMTREE TR | $148.16万 | 0.09% | 28,200 | -1,571 | -5.3% | -$8.25万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $148.25万 | 0.09% | 22,945 | 476 | 2.1% | $3.08万 | 加仓 |
| IUSV | ISHARES TR | $151.86万 | 0.10% | 14,852 | 4 | 0.0% | $409 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $153.89万 | 0.10% | 57,831 | -9,731 | -14.4% | -$25.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $154.03万 | 0.10% | 31,198 | 7,354 | 30.8% | $36.31万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $156.83万 | 0.10% | 28,390 | 4,829 | 20.5% | $26.68万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $157.37万 | 0.10% | 4,386 | -5,281 | -54.6% | -$189.48万 | 减仓 |
| MINT | PIMCO ETF TR | $157.58万 | 0.10% | 15,668 | -700 | -4.3% | -$7.04万 | 减仓 |
| IJS | ISHARES TR | $159.59万 | 0.10% | 13,473 | -4,863 | -26.5% | -$57.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $160.02万 | 0.10% | 8,156 | -360 | -4.2% | -$7.06万 | 减仓 |
| HD | HOME DEPOT INC | $164.57万 | 0.10% | 5,004 | -748 | -13.0% | -$24.60万 | 减仓 |
| BAC | BANK AMERICA CORP | $164.64万 | 0.10% | 33,771 | 3,455 | 11.4% | $16.84万 | 加仓 |
| INTC | INTEL CORP | $170.63万 | 0.11% | 38,665 | -8,527 | -18.1% | -$37.63万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $172.55万 | 0.11% | 3,301 | -1,765 | -34.8% | -$92.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $173.48万 | 0.11% | 2,051 | 118 | 6.1% | $9.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $174.24万 | 0.11% | 7,188 | 1,471 | 25.7% | $35.66万 | 加仓 |
| QUAL | ISHARES TR | $174.40万 | 0.11% | 9,092 | -130 | -1.4% | -$2.49万 | 减仓 |
| FIX | COMFORT SYS USA INC | $175.84万 | 0.11% | 1,275 | 95 | 8.1% | $13.10万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $177.09万 | 0.11% | 3,603 | -25 | -0.7% | -$1.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $177.75万 | 0.11% | 5,261 | 706 | 15.5% | $23.85万 | 加仓 |
| IWM | ISHARES TR | $177.86万 | 0.11% | 7,172 | 996 | 16.1% | $24.70万 | 加仓 |
| MBB | ISHARES TR | $180.10万 | 0.11% | 18,968 | 18,968 | — | $180.10万 | 新建仓 |
| HEI | HEICO CORP NEW | $182.68万 | 0.12% | 6,662 | -167 | -2.4% | -$4.58万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $185.17万 | 0.12% | 37,476 | 996 | 2.7% | $4.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $187.19万 | 0.12% | 3,746 | -5,281 | -58.5% | -$263.89万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $192.01万 | 0.12% | 9,229 | 1,084 | 13.3% | $22.55万 | 加仓 |
| SKYW | SKYWEST INC | $194.10万 | 0.12% | 21,137 | -489 | -2.3% | -$4.49万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $196.56万 | 0.12% | 6,927 | 6,927 | — | $196.56万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $197.53万 | 0.12% | 24,919 | 532 | 2.2% | $4.22万 | 加仓 |
| ADI | ANALOG DEVICES INC | $204.56万 | 0.13% | 6,430 | -200 | -3.0% | -$6.36万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $216.71万 | 0.14% | 13,107 | 581 | 4.6% | $9.61万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $219.43万 | 0.14% | 66,594 | 16,007 | 31.6% | $52.74万 | 加仓 |
| MCD | MCDONALDS CORP | $224.43万 | 0.14% | 7,221 | 4,413 | 157.2% | $137.16万 | 加仓 |
| VGT | VANGUARD WORLD FD | $225.56万 | 0.14% | 3,233 | -2,393 | -42.5% | -$166.95万 | 减仓 |
| ETN | EATON CORP PLC 看跌期权 | $228.91万 | 0.14% | 6,400 | 6,400 | — | $228.91万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $231.59万 | 0.15% | 16,970 | 16,970 | — | $231.59万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $232.23万 | 0.15% | 29,618 | 123 | 0.4% | $9,644 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $235.97万 | 0.15% | 16,132 | -117 | -0.7% | -$1.71万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $240.15万 | 0.15% | 7,342 | -27 | -0.4% | -$8,831 | 减仓 |
| GLD | SPDR GOLD TR | $243.28万 | 0.15% | 5,654 | -166 | -2.9% | -$7.14万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $245.53万 | 0.15% | 138,325 | 103,331 | 295.3% | $183.41万 | 加仓 |
| PTLC | PACER FDS TR | $253.44万 | 0.16% | 48,311 | -5,780 | -10.7% | -$30.32万 | 减仓 |
| IJT | ISHARES TR | $255.82万 | 0.16% | 17,678 | 585 | 3.4% | $8.47万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $261.73万 | 0.17% | 68,877 | 58,726 | 578.5% | $223.16万 | 加仓 |
| COP | CONOCOPHILLIPS | $270.27万 | 0.17% | 20,475 | -347 | -1.7% | -$4.58万 | 减仓 |
| VB | VANGUARD INDEX FDS | $273.84万 | 0.17% | 10,455 | 693 | 7.1% | $18.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $276.10万 | 0.17% | 34,681 | 88 | 0.3% | $7,006 | 加仓 |
| UNP | UNION PAC CORP | $281.88万 | 0.18% | 11,618 | 8,583 | 282.8% | $208.24万 | 加仓 |
| ALB | ALBEMARLE CORP | $282.45万 | 0.18% | 15,733 | 733 | 4.9% | $13.16万 | 加仓 |
| STIP | ISHARES TR | $284.71万 | 0.18% | 27,526 | 4 | 0.0% | $414 | 加仓 |
| MCK | MCKESSON CORP 看跌期权 | $285.57万 | 0.18% | 3,300 | 3,300 | — | $285.57万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $292.37万 | 0.18% | 32,962 | 807 | 2.5% | $7.16万 | 加仓 |
| PULS | PGIM ETF TR | $293.36万 | 0.19% | 59,265 | -10,471 | -15.0% | -$51.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $294.89万 | 0.19% | 10,268 | -4,121 | -28.6% | -$118.35万 | 减仓 |
| ROST | ROSS STORES INC | $305.24万 | 0.19% | 14,091 | 14,091 | — | $305.24万 | 新建仓 |
| AGG | ISHARES TR | $306.78万 | 0.19% | 30,903 | -28 | -0.1% | -$2,780 | 减仓 |
| IWF | ISHARES TR | $323.10万 | 0.20% | 7,577 | -59 | -0.8% | -$2.52万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $327.25万 | 0.21% | 16,503 | -10,157 | -38.1% | -$201.41万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $331.75万 | 0.21% | 90,126 | 1,123 | 1.3% | $4.13万 | 加仓 |
| ETN | EATON CORP PLC | $333.87万 | 0.21% | 9,334 | 78 | 0.8% | $2.79万 | 加仓 |