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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO COM | $4.39万 | 0.00% | 458 | 2 | 0.4% | $192 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.40万 | 0.00% | 970 | 2 | 0.2% | $91 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $4.44万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.52万 | 0.00% | 528 | 1 | 0.2% | $86 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4.54万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $4.60万 | 0.00% | 650 | 650 | — | $4.60万 | 新建仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $4.66万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4.67万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $4.68万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $4.77万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $4.78万 | 0.00% | 628 | -10 | -1.6% | -$761 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $4.82万 | 0.00% | 325 | 325 | — | $4.82万 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $4.89万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $4.96万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $5.03万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.05万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $5.07万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $5.10万 | 0.00% | 502 | 208 | 70.7% | $2.11万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $5.11万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| QNT | QUANTINUUM INC CL A COM | $5.11万 | 0.00% | 625 | 625 | — | $5.11万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.12万 | 0.00% | 223 | 23 | 11.5% | $5,280 | 加仓 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $5.16万 | 0.00% | 606 | 11 | 1.8% | $937 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $5.31万 | 0.00% | 1,166 | -258 | -18.1% | -$1.17万 | 减仓 |
| — | DIREXION DAILY NVDA BULL 2X ETF | $5.31万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $5.36万 | 0.00% | 170 | 15 | 9.7% | $4,728 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $5.38万 | 0.00% | 746 | -224 | -23.1% | -$1.62万 | 减仓 |
| NUE | NUCOR CORP COM | $5.38万 | 0.00% | 242 | 1 | 0.4% | $222 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.39万 | 0.00% | 380 | -70 | -15.6% | -$9,928 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $5.40万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $5.41万 | 0.00% | 1,313 | 13 | 1.0% | $535 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $5.41万 | 0.00% | 5,518 | 88 | 1.6% | $863 | 加仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $5.49万 | 0.00% | 533 | 2 | 0.4% | $206 | 加仓 |
| ADSK | AUTODESK INC COM | $5.52万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X GURU INDEX ETF | $5.60万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $5.61万 | 0.00% | 539 | -10 | -1.8% | -$1,041 | 减仓 |
| GNTX | GENTEX CORP COM | $5.70万 | 0.00% | 2,256 | 3 | 0.1% | $76 | 加仓 |
| VST | VISTRA CORP COM | $5.75万 | 0.00% | 362 | 122 | 50.8% | $1.94万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $5.82万 | 0.00% | 539 | 2 | 0.4% | $216 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.83万 | 0.00% | 1,750 | -16,021 | -90.2% | -$53.33万 | 减仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $5.86万 | 0.00% | 1,764 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $5.91万 | 0.00% | 716 | 117 | 19.5% | $9,664 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5.92万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.93万 | 0.00% | 824 | 10 | 1.2% | $719 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $5.94万 | 0.00% | 551 | 4 | 0.7% | $431 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $5.96万 | 0.00% | 657 | -113 | -14.7% | -$1.02万 | 减仓 |
| OKLO | OKLO INC COM CL A | $6.01万 | 0.00% | 1,148 | 25 | 2.2% | $1,308 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $6.05万 | 0.00% | 774 | -3 | -0.4% | -$235 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.09万 | 0.00% | 637 | 237 | 59.2% | $2.27万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $6.11万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY MSFT BULL 2X ETF | $6.14万 | 0.01% | 2,778 | 1,099 | 65.5% | $2.43万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $6.17万 | 0.01% | 422 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $6.17万 | 0.01% | 729 | -8 | -1.1% | -$677 | 减仓 |
| TGT | TARGET CORP COM | $6.23万 | 0.01% | 477 | -104 | -17.9% | -$1.36万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.37万 | 0.01% | 512 | -27 | -5.0% | -$3,360 | 减仓 |
| VRSN | VERISIGN INC COM | $6.41万 | 0.01% | 255 | 1 | 0.4% | $251 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $6.45万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $6.56万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $6.63万 | 0.01% | 1,037 | -1,617 | -60.9% | -$10.35万 | 减仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $6.70万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $6.77万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $6.78万 | 0.01% | 3,751 | 189 | 5.3% | $3,415 | 加仓 |
| — | DIREXION DAILY META BULL 2X ETF | $6.81万 | 0.01% | 3,364 | 1,000 | 42.3% | $2.02万 | 加仓 |
| D | DOMINION ENERGY INC COM | $6.85万 | 0.01% | 1,004 | -143 | -12.5% | -$9,763 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $6.87万 | 0.01% | 726 | 7 | 1.0% | $662 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $6.88万 | 0.01% | 1,015 | 5 | 0.5% | $339 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $6.90万 | 0.01% | 363 | -91 | -20.0% | -$1.73万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $6.94万 | 0.01% | 314 | 314 | — | $6.94万 | 新建仓 |
| — | OFS CAP CORP COM | $6.96万 | 0.01% | 19,672 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $7.03万 | 0.01% | 314 | -6,045 | -95.1% | -$135.35万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $7.09万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $7.10万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $7.17万 | 0.01% | 1,350 | -251 | -15.7% | -$1.33万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $7.19万 | 0.01% | 4,878 | 44 | 0.9% | $648 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $7.19万 | 0.01% | 3,271 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7.39万 | 0.01% | 540 | 1 | 0.2% | $137 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $7.57万 | 0.01% | 1,563 | 11 | 0.7% | $533 | 加仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $7.78万 | 0.01% | 2,018 | -47 | -2.3% | -$1,813 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $7.84万 | 0.01% | 2,941 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $7.86万 | 0.01% | 2,672 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.86万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7.87万 | 0.01% | 870 | -15 | -1.7% | -$1,357 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $7.94万 | 0.01% | 312 | 227 | 267.1% | $5.78万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $7.95万 | 0.01% | 2,088 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $8.03万 | 0.01% | 269 | 1 | 0.4% | $299 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $8.07万 | 0.01% | 1,880 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $8.12万 | 0.01% | 3,309 | 8 | 0.2% | $196 | 加仓 |
| — | US VEGAN CLIMATE ETF | $8.23万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $8.24万 | 0.01% | 346 | -2 | -0.6% | -$477 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $8.52万 | 0.01% | 2,058 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8.54万 | 0.01% | 195 | 21 | 12.1% | $9,196 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $8.57万 | 0.01% | 1,514 | 8 | 0.5% | $453 | 加仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $8.58万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $8.59万 | 0.01% | 543 | -95,973 | -99.4% | -$1,518.78万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $8.62万 | 0.01% | 363 | 1 | 0.3% | $238 | 加仓 |
| ADBE | ADOBE INC COM | $8.73万 | 0.01% | 426 | -6 | -1.4% | -$1,230 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8.93万 | 0.01% | 404 | 2 | 0.5% | $442 | 加仓 |
| PWR | QUANTA SVCS INC COM | $9.08万 | 0.01% | 126 | 20 | 18.9% | $1.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $9.09万 | 0.01% | 406 | -112 | -21.6% | -$2.51万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $9.10万 | 0.01% | 636 | -30 | -4.5% | -$4,294 | 减仓 |
| ALL | ALLSTATE CORP COM | $9.11万 | 0.01% | 383 | -50 | -11.5% | -$1.19万 | 减仓 |