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 |
|---|---|---|---|---|---|---|---|---|
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -67,600 | -100.0% | -$490.03万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GAP | GAP INC | $0 | 0.00% | 0 | -69,217 | -100.0% | -$177.20万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -4,005 | -100.0% | -$136.20万 | 清仓 |
| — | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -3,759 | -100.0% | -$109.05万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$75.48万 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,118 | -100.0% | -$68.11万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -7,406 | -100.0% | -$65.27万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,735 | -100.0% | -$31.90万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -17,212 | -100.0% | -$31.21万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -5,468 | -100.0% | -$29.18万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,042 | -100.0% | -$28.23万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -14,715 | -100.0% | -$25.84万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -3,647 | -100.0% | -$23.86万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,035 | -100.0% | -$23.32万 | 清仓 |
| YYY | AMPLIFY ETF TR | $0 | 0.00% | 0 | -20,073 | -100.0% | -$23.10万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMF | WISDOMTREE TR | $0 | 0.00% | 0 | -4,455 | -100.0% | -$22.84万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,042 | -100.0% | -$22.36万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -7,924 | -100.0% | -$22.19万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -4,506 | -100.0% | -$21.93万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -106 | -100.0% | -$21.30万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -530 | -100.0% | -$21.06万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,018 | -100.0% | -$20.33万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -15,500 | -100.0% | -$16.26万 | 清仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $0 | 0.00% | 0 | -18,013 | -100.0% | -$15.31万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -10,099 | -100.0% | -$3.13万 | 清仓 |
| — | REVELATION BIOSCIENCES INC | $318 | 0.00% | 47,500 | 0 | 0.0% | — | 不变 |
| — | ROBO.AI INC. | $377 | 0.00% | 18,200 | 0 | 0.0% | — | 不变 |
| — | ATLASCLEAR HOLDINGS INC | $2,307 | 0.00% | 11,604 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP 看涨期权 | $4,413 | 0.00% | 100 | 100 | — | $4,413 | 新建仓 |
| — | DT CLOUD STAR ACQUISITION CO | $4,429 | 0.00% | 31,634 | 31,634 | — | $4,429 | 新建仓 |
| — | FG MERGER II CORP | $4,730 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $9,615 | 0.00% | 100 | 100 | — | $9,615 | 新建仓 |
| — | NVNI GROUP LIMITED | $2.00万 | 0.00% | 17,366 | 0 | 0.0% | — | 不变 |
| — | DRILLING TOOLS INTL CORP | $4.76万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $5.07万 | 0.00% | 10,076 | 10,076 | — | $5.07万 | 新建仓 |
| AIOT | POWERFLEET INC | $5.27万 | 0.00% | 17,104 | -4,584 | -21.1% | -$1.41万 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.78万 | 0.00% | 12,533 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $7.44万 | 0.00% | 11,323 | -1,568 | -12.2% | -$1.03万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $7.77万 | 0.00% | 12,689 | -15,672 | -55.3% | -$9.59万 | 减仓 |
| — | BITFARMS LTD | $9.05万 | 0.01% | 46,388 | 0 | 0.0% | — | 不变 |
| — | CINGULATE INC | $10.21万 | 0.01% | 16,442 | 6,442 | 64.4% | $4.00万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $11.48万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $12.26万 | 0.01% | 14,901 | 4,189 | 39.1% | $3.45万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $12.72万 | 0.01% | 22,310 | 570 | 2.6% | $3,249 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $13.48万 | 0.01% | 11,919 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $14.29万 | 0.01% | 11,729 | 11,729 | — | $14.29万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $14.50万 | 0.01% | 11,267 | 475 | 4.4% | $6,113 | 加仓 |
| FISV | FISERV INC 看跌期权 | $14.51万 | 0.01% | 2,600 | 2,600 | — | $14.51万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $17.57万 | 0.01% | 10,352 | 10,352 | — | $17.57万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $17.91万 | 0.01% | 11,898 | 285 | 2.5% | $4,289 | 加仓 |
| SAN | BANCO SANTANDER SA | $18.47万 | 0.01% | 16,376 | 1,849 | 12.7% | $2.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $19.17万 | 0.01% | 400 | 400 | — | $19.17万 | 新建仓 |
| CLSK | CLEANSPARK INC | $19.57万 | 0.01% | 22,999 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE LONG SHORT CR INC | $19.74万 | 0.01% | 18,107 | -12,721 | -41.3% | -$13.87万 | 减仓 |
| CVBF | CVB FINL CORP | $19.91万 | 0.01% | 10,267 | -1,859 | -15.3% | -$3.60万 | 减仓 |
| USRT | ISHARES TR | $20.07万 | 0.01% | 3,391 | 3,391 | — | $20.07万 | 新建仓 |
| EFV | ISHARES TR | $20.27万 | 0.01% | 2,726 | 2,726 | — | $20.27万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $20.28万 | 0.01% | 8,357 | -1,226 | -12.8% | -$2.98万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $20.40万 | 0.01% | 1,297 | -5 | -0.4% | -$786 | 减仓 |
| EMB | ISHARES TR | $20.44万 | 0.01% | 2,176 | -129 | -5.6% | -$1.21万 | 减仓 |
| OKE | ONEOK INC NEW | $20.48万 | 0.01% | 2,266 | -3,117 | -57.9% | -$28.17万 | 减仓 |
| DG | DOLLAR GEN CORP | $20.53万 | 0.01% | 1,729 | 116 | 7.2% | $1.38万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $20.66万 | 0.01% | 830 | 830 | — | $20.66万 | 新建仓 |
| SYY | SYSCO CORP | $20.71万 | 0.01% | 2,904 | 147 | 5.3% | $1.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.77万 | 0.01% | 8,469 | 8,469 | — | $20.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.90万 | 0.01% | 8,715 | 8,715 | — | $20.90万 | 新建仓 |
| ARKK | ARK ETF TR | $20.98万 | 0.01% | 3,103 | -113 | -3.5% | -$7,638 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $21.01万 | 0.01% | 438 | 53 | 13.8% | $2.54万 | 加仓 |
| RBC | RBC BEARINGS INC | $21.02万 | 0.01% | 387 | 387 | — | $21.02万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $21.06万 | 0.01% | 4,238 | 500 | 13.4% | $2.48万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $21.09万 | 0.01% | 4,223 | -3 | -0.1% | -$150 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $21.17万 | 0.01% | 2,528 | 2,528 | — | $21.17万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $21.19万 | 0.01% | 2,351 | 84 | 3.7% | $7,572 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $21.31万 | 0.01% | 3,983 | 166 | 4.3% | $8,879 | 加仓 |
| TFC | TRUIST FINL CORP | $21.31万 | 0.01% | 4,637 | 558 | 13.7% | $2.56万 | 加仓 |
| BOTZ | GLOBAL X FDS | $21.49万 | 0.01% | 6,469 | 658 | 11.3% | $2.19万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $21.59万 | 0.01% | 3,115 | -247 | -7.3% | -$1.71万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $21.62万 | 0.01% | 4,780 | -291 | -5.7% | -$1.32万 | 减仓 |
| ACM | AECOM | $21.71万 | 0.01% | 2,559 | 2,559 | — | $21.71万 | 新建仓 |
| GIS | GENERAL MILLS INC | $21.83万 | 0.01% | 5,866 | 5,866 | — | $21.83万 | 新建仓 |
| — | DBX ETF TR | $21.94万 | 0.01% | 5,502 | 510 | 10.2% | $2.03万 | 加仓 |
| IWO | ISHARES TR | $22.06万 | 0.01% | 703 | -3 | -0.4% | -$941 | 减仓 |
| ARTY | ISHARES TR | $22.20万 | 0.01% | 4,771 | 386 | 8.8% | $1.80万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $22.28万 | 0.01% | 2,263 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $22.48万 | 0.01% | 3,157 | -76 | -2.4% | -$5,411 | 减仓 |
| XYZ | BLOCK INC | $22.52万 | 0.01% | 3,742 | 409 | 12.3% | $2.46万 | 加仓 |
| NLR | VANECK ETF TRUST | $22.67万 | 0.01% | 1,702 | 1,702 | — | $22.67万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $22.68万 | 0.01% | 1,147 | 1,147 | — | $22.68万 | 新建仓 |
| VRSN | VERISIGN INC | $22.79万 | 0.01% | 917 | -36 | -3.8% | -$8,946 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.82万 | 0.01% | 3,931 | 251 | 6.8% | $1.46万 | 加仓 |