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 |
|---|---|---|---|---|---|---|---|---|
| FDIS | FIDELITY COVINGTON TRUST | $69.50万 | 0.04% | 6,758 | -496 | -6.8% | -$5.10万 | 减仓 |
| SHOP | SHOPIFY INC | $70.61万 | 0.04% | 6,184 | -89 | -1.4% | -$1.02万 | 减仓 |
| CLIP | GLOBAL X FDS | $70.77万 | 0.04% | 7,053 | 1 | 0.0% | $100 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $71.29万 | 0.04% | 4,879 | 1,267 | 35.1% | $18.51万 | 加仓 |
| EFA | ISHARES TR | $71.54万 | 0.04% | 6,887 | -531 | -7.2% | -$5.52万 | 减仓 |
| EQIX | EQUINIX INC | $71.72万 | 0.04% | 688 | 136 | 24.6% | $14.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $71.98万 | 0.04% | 2,286 | -418 | -15.5% | -$13.16万 | 减仓 |
| IUSG | ISHARES TR | $72.76万 | 0.04% | 3,868 | -78 | -2.0% | -$1.47万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $73.24万 | 0.04% | 13,791 | -365 | -2.6% | -$1.94万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $73.40万 | 0.04% | 10,649 | 759 | 7.7% | $5.23万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $74.57万 | 0.04% | 19,844 | -2,049 | -9.4% | -$7.70万 | 减仓 |
| ABNB | AIRBNB INC | $74.66万 | 0.04% | 5,217 | 1,464 | 39.0% | $20.95万 | 加仓 |
| DIS | DISNEY WALT CO | $76.22万 | 0.04% | 7,918 | -371 | -4.5% | -$3.57万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $76.27万 | 0.04% | 3,200 | 3,200 | — | $76.27万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $76.42万 | 0.04% | 4,689 | 47 | 1.0% | $7,660 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $76.45万 | 0.04% | 15,785 | 569 | 3.7% | $2.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $77.12万 | 0.04% | 2,303 | 338 | 17.2% | $11.32万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $78.18万 | 0.04% | 26,137 | -2,283 | -8.0% | -$6.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $78.43万 | 0.04% | 23,177 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $79.01万 | 0.04% | 2,523 | -15,803 | -86.2% | -$494.88万 | 减仓 |
| IWB | ISHARES TR | $79.46万 | 0.04% | 1,941 | 4 | 0.2% | $1,638 | 加仓 |
| FTNT | FORTINET INC | $79.62万 | 0.04% | 5,183 | 1,084 | 26.4% | $16.65万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $80.17万 | 0.04% | 11,538 | -1,430 | -11.0% | -$9.94万 | 减仓 |
| MMM | 3M CO | $80.58万 | 0.04% | 4,977 | 42 | 0.9% | $6,800 | 加仓 |
| — | BITWISE ETHEREUM ETF | $80.68万 | 0.04% | 71,526 | -5,175 | -6.7% | -$5.84万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $82.15万 | 0.05% | 840 | 123 | 17.2% | $12.03万 | 加仓 |
| TMUS | T-MOBILE US INC | $82.26万 | 0.05% | 4,904 | 1,180 | 31.7% | $19.79万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC 看跌期权 | $82.53万 | 0.05% | 2,500 | -200 | -7.4% | -$6.60万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $83.15万 | 0.05% | 18,266 | -933 | -4.9% | -$4.25万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.00万 | 0.05% | 2,670 | 111 | 4.3% | $3.49万 | 加仓 |
| MCD | MCDONALDS CORP | $84.08万 | 0.05% | 3,111 | -4,110 | -56.9% | -$111.08万 | 减仓 |
| FICO | FAIR ISAAC CORP | $84.14万 | 0.05% | 704 | -703 | -50.0% | -$84.02万 | 重新持有 |
| SOXX | ISHARES TR | $86.00万 | 0.05% | 1,342 | -7 | -0.5% | -$4,486 | 减仓 |
| MUB | ISHARES TR | $86.28万 | 0.05% | 8,017 | -794 | -9.0% | -$8.55万 | 减仓 |
| AFL | AFLAC INC | $86.47万 | 0.05% | 7,375 | 340 | 4.8% | $3.99万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $86.90万 | 0.05% | 12,923 | 466 | 3.7% | $3.13万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $87.64万 | 0.05% | 17,167 | -1,092 | -6.0% | -$5.57万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $89.03万 | 0.05% | 3,007 | -1,379 | -31.4% | -$40.83万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $90.52万 | 0.05% | 26,161 | -444 | -1.7% | -$1.54万 | 减仓 |
| TIP | ISHARES TR | $90.73万 | 0.05% | 8,291 | 15 | 0.2% | $1,641 | 加仓 |
| VXF | VANGUARD INDEX FDS | $91.05万 | 0.05% | 3,698 | 3,698 | — | $91.05万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $91.55万 | 0.05% | 7,233 | 459 | 6.8% | $5.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $91.68万 | 0.05% | 6,404 | 114 | 1.8% | $1.63万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $91.79万 | 0.05% | 3,777 | -847 | -18.3% | -$20.58万 | 减仓 |
| GM | GENERAL MTRS CO | $93.33万 | 0.05% | 12,108 | -1,965 | -14.0% | -$15.15万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $94.84万 | 0.05% | 4,327 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $95.02万 | 0.05% | 2,772 | 56 | 2.1% | $1.92万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $95.18万 | 0.05% | 19,233 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $95.74万 | 0.05% | 11,199 | 1,201 | 12.0% | $10.27万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $95.91万 | 0.05% | 53,492 | -15,430 | -22.4% | -$27.67万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $96.80万 | 0.05% | 41,332 | 5,216 | 14.4% | $12.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $97.09万 | 0.05% | 3,257 | 460 | 16.4% | $13.71万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $97.27万 | 0.05% | 1,862 | 85 | 4.8% | $4.44万 | 加仓 |
| CI | THE CIGNA GROUP | $97.28万 | 0.05% | 3,529 | -90 | -2.5% | -$2.48万 | 减仓 |
| HDV | ISHARES TR | $98.00万 | 0.05% | 35,752 | -318 | -0.9% | -$8,716 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $98.04万 | 0.05% | 4,900 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $98.48万 | 0.05% | 8,397 | -66,871 | -88.8% | -$784.23万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $99.26万 | 0.06% | 25,276 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $99.84万 | 0.06% | 3,010 | 1,025 | 51.6% | $34.00万 | 加仓 |
| PSX | PHILLIPS 66 | $100.37万 | 0.06% | 5,937 | 297 | 5.3% | $5.02万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $103.51万 | 0.06% | 4,622 | -352 | -7.1% | -$7.88万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $103.62万 | 0.06% | 6,065 | 6,065 | — | $103.62万 | 新建仓 |
| CMI | CUMMINS INC | $104.52万 | 0.06% | 1,466 | 176 | 13.6% | $12.55万 | 加仓 |
| APH | AMPHENOL CORP | $104.82万 | 0.06% | 5,945 | -660 | -10.0% | -$11.64万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $105.19万 | 0.06% | 19,621 | -11,577 | -37.1% | -$62.07万 | 减仓 |
| CRM | SALESFORCE INC | $106.04万 | 0.06% | 6,769 | 489 | 7.8% | $7.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $107.24万 | 0.06% | 4,355 | 929 | 27.1% | $22.88万 | 加仓 |
| SLV | ISHARES SILVER TR | $107.92万 | 0.06% | 20,184 | -720 | -3.4% | -$3.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $108.06万 | 0.06% | 12,312 | -421 | -3.3% | -$3.70万 | 减仓 |
| — | DBX ETF TR | $108.23万 | 0.06% | 18,807 | 13,305 | 241.8% | $76.57万 | 加仓 |
| CB | CHUBB LIMITED | $108.83万 | 0.06% | 3,194 | 122 | 4.0% | $4.16万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $109.74万 | 0.06% | 3,622 | 1,821 | 101.1% | $55.17万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $112.17万 | 0.06% | 38,731 | -971 | -2.4% | -$2.81万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $112.50万 | 0.06% | 15,338 | 961 | 6.7% | $7.05万 | 加仓 |
| AIQ | GLOBAL X FDS | $112.94万 | 0.06% | 17,214 | 7,905 | 84.9% | $51.87万 | 加仓 |
| IWV | ISHARES TR | $113.05万 | 0.06% | 2,651 | 8 | 0.3% | $3,411 | 加仓 |
| TJX | TJX COS INC NEW | $114.17万 | 0.06% | 7,536 | 523 | 7.5% | $7.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $115.09万 | 0.06% | 15,949 | -121 | -0.8% | -$8,731 | 减仓 |
| VUG | VANGUARD INDEX FDS | $115.41万 | 0.06% | 13,398 | 306 | 2.3% | $2.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $116.42万 | 0.06% | 16,181 | 857 | 5.6% | $6.17万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $116.53万 | 0.06% | 25,306 | -740 | -2.8% | -$3.41万 | 减仓 |
| SNOW | SNOWFLAKE INC | $116.75万 | 0.06% | 4,588 | 501 | 12.3% | $12.75万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $118.27万 | 0.07% | 11,040 | -39 | -0.4% | -$4,178 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $120.10万 | 0.07% | 23,550 | 5,199 | 28.3% | $26.51万 | 加仓 |
| — | AXIL BRANDS INC | $120.60万 | 0.07% | 180,002 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $121.39万 | 0.07% | 12,585 | 61 | 0.5% | $5,884 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $122.03万 | 0.07% | 44,586 | 35,092 | 369.6% | $96.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $122.46万 | 0.07% | 13,495 | 5,386 | 66.4% | $48.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $123.30万 | 0.07% | 13,449 | 1,870 | 16.1% | $17.14万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $124.83万 | 0.07% | 28,532 | 4 | 0.0% | $175 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $125.11万 | 0.07% | 51,064 | -3,105 | -5.7% | -$7.61万 | 减仓 |
| HEI/A | HEICO CORP NEW | $130.21万 | 0.07% | 5,049 | -172 | -3.3% | -$4.44万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $130.56万 | 0.07% | 20,257 | -1,580 | -7.2% | -$10.18万 | 减仓 |
| LIN | LINDE PLC | $132.30万 | 0.07% | 2,549 | 167 | 7.0% | $8.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $134.03万 | 0.07% | 8,448 | -463 | -5.2% | -$7.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $135.58万 | 0.08% | 4,008 | -254 | -6.0% | -$8.59万 | 减仓 |
| DAL | DELTA AIR LINES INC | $137.14万 | 0.08% | 14,643 | -6,821 | -31.8% | -$63.88万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $137.58万 | 0.08% | 51,917 | -5,914 | -10.2% | -$15.67万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $138.83万 | 0.08% | 4,071 | 1,199 | 41.7% | $40.89万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $139.10万 | 0.08% | 11,690 | -1,366 | -10.5% | -$16.25万 | 减仓 |