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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $1,479.24万 | 0.93% | 25,855 | 1,386 | 5.7% | $79.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,580.58万 | 1.00% | 76,393 | 924 | 1.2% | $19.12万 | 加仓 |
| TSLA | TESLA INC | $1,623.98万 | 1.02% | 43,685 | -2,113 | -4.6% | -$78.55万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,925.67万 | 1.21% | 380,492 | -47,304 | -11.1% | -$239.41万 | 减仓 |
| IJH | ISHARES TR | $2,038.47万 | 1.29% | 301,861 | 3,728 | 1.3% | $25.18万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $2,091.46万 | 1.32% | 56,500 | 56,500 | — | $2,091.46万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,159.39万 | 1.36% | 872,481 | 104,969 | 13.7% | $259.80万 | 加仓 |
| GOOGL | ALPHABET INC | $2,199.95万 | 1.39% | 76,504 | -19,963 | -20.7% | -$574.06万 | 减仓 |
| IVV | ISHARES TR | $3,113.23万 | 1.96% | 47,660 | -3,496 | -6.8% | -$228.36万 | 减仓 |
| AMZN | AMAZON COM INC | $3,626.80万 | 2.29% | 174,140 | -16,440 | -8.6% | -$342.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,689.23万 | 2.96% | 72,104 | 33,432 | 86.5% | $2,174.22万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $6,022.39万 | 3.80% | 817,815 | -86,301 | -9.5% | -$635.52万 | 减仓 |
| AAPL | APPLE INC | $6,790.84万 | 4.28% | 267,577 | 9,673 | 3.8% | $245.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,270.23万 | 5.22% | 474,211 | 51,535 | 12.2% | $898.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,375.29万 | 5.28% | 226,255 | 4,682 | 2.1% | $173.31万 | 加仓 |