SOA Wealth Advisors, LLC.
NEW YORK NY · SEC CIK 0001849444
$12.20亿2026Q2 申报市值
886持仓数
46.2%前十大占比 · 第一大 13.9%
87 / 70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
GEV 加仓+$1.05亿
ASML 新建仓+$4,812.65万
TSM 加仓+$2,825.45万
FSLR 新建仓+$1,346.46万
GS 加仓+$831.75万
2026Q2 卖出最多 按季末市值估算
XBI 减仓-$1,518.78万
VBR 减仓-$1,043.23万
COST 减仓-$1,041.93万
LLY 减仓-$1,010.16万
PH 减仓-$877.86万
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 |
|---|---|---|---|---|---|---|---|---|
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $8,483 | 0.00% | 340 | 2 | 0.6% | $50 | 加仓 |
| TAN | INVESCO SOLAR ETF | $8,636 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $8,678 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $8,686 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $8,757 | 0.00% | 88 | 1 | 1.1% | $100 | 加仓 |
| VTRS | VIATRIS INC COM | $8,796 | 0.00% | 554 | -39 | -6.6% | -$619 | 减仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $8,861 | 0.00% | 227 | 1 | 0.4% | $39 | 加仓 |
| JBL | JABIL INC COM | $8,866 | 0.00% | 23 | 23 | — | $8,866 | 新建仓 |
| TWLO | TWILIO INC CL A | $8,872 | 0.00% | 43 | 43 | — | $8,872 | 新建仓 |
| DOW | DOW HLDGS INC COM | $8,892 | 0.00% | 325 | -22 | -6.3% | -$602 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $9,051 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| UTEN | US TREASURY 10 YEAR NOTE ETF | $9,331 | 0.00% | 216 | 216 | — | $9,331 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $9,363 | 0.00% | 87 | -19 | -17.9% | -$2,045 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $9,576 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $9,679 | 0.00% | 373 | -37 | -9.0% | -$960 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $9,696 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $9,812 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $9,854 | 0.00% | 814 | 21 | 2.6% | $254 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $9,929 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9,983 | 0.00% | 75 | 60 | 400.0% | $7,986 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $1.00万 | 0.00% | 110 | 110 | — | $1.00万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.03万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $1.03万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.03万 | 0.00% | 47 | 45 | 2,250.0% | $9,874 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $1.04万 | 0.00% | 166 | 1 | 0.6% | $62 | 加仓 |
| ALV | AUTOLIV INC COM | $1.05万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $1.05万 | 0.00% | 215 | -19 | -8.1% | -$929 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $1.06万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.07万 | 0.00% | 128 | -99 | -43.6% | -$8,283 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.07万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1.08万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $1.09万 | 0.00% | 821 | -49 | -5.6% | -$648 | 减仓 |
| — | JPMORGAN NEW YORK TAX FREE BOND ETF | $1.09万 | 0.00% | 217 | 217 | — | $1.09万 | 新建仓 |
| PRN | INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF | $1.09万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $1.11万 | 0.00% | 71 | 1 | 1.4% | $157 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.12万 | 0.00% | 736 | 15 | 2.1% | $228 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.14万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $1.15万 | 0.00% | 151 | -97 | -39.1% | -$7,371 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $1.17万 | 0.00% | 369 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $1.18万 | 0.00% | 41 | 1 | 2.5% | $289 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.19万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $1.20万 | 0.00% | 240 | 5 | 2.1% | $250 | 加仓 |
| FSK | FS KKR CAP CORP COM | $1.20万 | 0.00% | 1,147 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.21万 | 0.00% | 267 | -141 | -34.6% | -$6,368 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $1.21万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.21万 | 0.00% | 201 | -185 | -47.9% | -$1.11万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $1.24万 | 0.00% | 124 | -5 | -3.9% | -$500 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $1.24万 | 0.00% | 1,026 | 19 | 1.9% | $230 | 加仓 |
| FDX | FEDEX CORP COM | $1.25万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $1.26万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC COM | $1.27万 | 0.00% | 844 | 8 | 1.0% | $120 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $1.28万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $1.29万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC COM | $1.29万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $1.30万 | 0.00% | 100 | 100 | — | $1.30万 | 新建仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1.32万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.32万 | 0.00% | 960 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MED CORP COM NEW | $1.33万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.33万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC COM SHS | $1.33万 | 0.00% | 1,000 | 1,000 | — | $1.33万 | 新建仓 |
| IEV | ISHARES EUROPE ETF | $1.34万 | 0.00% | 184 | -429 | -70.0% | -$3.13万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $1.35万 | 0.00% | 180 | 1 | 0.6% | $75 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1.36万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $1.37万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.38万 | 0.00% | 203 | 203 | — | $1.38万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.40万 | 0.00% | 770 | 17 | 2.3% | $309 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.40万 | 0.00% | 158 | -1 | -0.6% | -$89 | 减仓 |
| — | GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF | $1.41万 | 0.00% | 331 | -6 | -1.8% | -$255 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.42万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| — | TRIPLEPOINT VENTURE GROWTH BDC COM | $1.47万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.50万 | 0.00% | 166 | 166 | — | $1.50万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $1.53万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $1.54万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $1.54万 | 0.00% | 18 | 18 | — | $1.54万 | 新建仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $1.59万 | 0.00% | 606 | 6 | 1.0% | $157 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $1.61万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $1.61万 | 0.00% | 155 | -3,119 | -95.3% | -$32.43万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1.62万 | 0.00% | 100 | 100 | — | $1.62万 | 新建仓 |
| FIG | FIGMA INC CLASS A COM STK | $1.63万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM S COM | $1.63万 | 0.00% | 1,004 | 19 | 1.9% | $309 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SYNERGY CHC CORP COM NEW | $1.65万 | 0.00% | 83,075 | 73,075 | 730.8% | $1.45万 | 加仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $1.66万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $1.72万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.74万 | 0.00% | 2,104 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $1.76万 | 0.00% | 304 | 1 | 0.3% | $58 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $1.79万 | 0.00% | 1,650 | 23 | 1.4% | $249 | 加仓 |
| EIX | EDISON INTL COM | $1.79万 | 0.00% | 240 | 3 | 1.3% | $224 | 加仓 |
| AON | AON PLC SHS CL A | $1.79万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $1.80万 | 0.00% | 364 | 2 | 0.6% | $99 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1.80万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $1.80万 | 0.00% | 4,566 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1.80万 | 0.00% | 126 | -50 | -28.4% | -$7,155 | 减仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1.80万 | 0.00% | 700 | 500 | 250.0% | $1.29万 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1.83万 | 0.00% | 639 | 639 | — | $1.83万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.83万 | 0.00% | 344 | 4 | 1.2% | $213 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $1.84万 | 0.00% | 737 | 13 | 1.8% | $325 | 加仓 |
| — | ROBINHOOD VENTURES FD I COM SHS | $1.85万 | 0.00% | 565 | 565 | — | $1.85万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $1.86万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |