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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TRUST | $9.45万 | 0.01% | 1,768 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $9.53万 | 0.01% | 3,430 | -440 | -11.4% | -$1.22万 | 减仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $9.60万 | 0.01% | 6,783 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $9.62万 | 0.01% | 1,107 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $9.70万 | 0.01% | 619 | -118 | -16.0% | -$1.85万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9.75万 | 0.01% | 1,219 | -13 | -1.1% | -$1,040 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $9.90万 | 0.01% | 1,984 | -734 | -27.0% | -$3.66万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $9.94万 | 0.01% | 389 | 1 | 0.3% | $256 | 加仓 |
| GLW | CORNING INC COM | $10.02万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $10.06万 | 0.01% | 2,210 | -189 | -7.9% | -$8,603 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $10.15万 | 0.01% | 426 | 41 | 10.6% | $9,769 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $10.18万 | 0.01% | 2,013 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $10.20万 | 0.01% | 375 | 375 | — | $10.20万 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $10.37万 | 0.01% | 1,468 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY AI POWERED EQUITY ETF | $10.46万 | 0.01% | 2,115 | 0 | 0.0% | — | 不变 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $10.70万 | 0.01% | 2,119 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $10.88万 | 0.01% | 6,069 | 635 | 11.7% | $1.14万 | 加仓 |
| NOW | SERVICENOW INC COM | $10.98万 | 0.01% | 1,106 | -11,309 | -91.1% | -$112.28万 | 减仓 |
| GFF | GRIFFON CORP COM | $11.12万 | 0.01% | 1,140 | 40 | 3.6% | $3,901 | 加仓 |
| SNDK | SANDISK CORP COM | $11.37万 | 0.01% | 50 | -2 | -3.8% | -$4,547 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $11.38万 | 0.01% | 462 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $11.49万 | 0.01% | 8,652 | 8,648 | 216,200.0% | $11.48万 | 重新持有 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $11.91万 | 0.01% | 2,510 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $12.06万 | 0.01% | 2,938 | -253 | -7.9% | -$1.04万 | 减仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $12.32万 | 0.01% | 2,640 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $12.33万 | 0.01% | 6,147 | 6,147 | — | $12.33万 | 新建仓 |
| MCK | MCKESSON CORP COM | $12.47万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $12.51万 | 0.01% | 815 | -55 | -6.3% | -$8,441 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $12.59万 | 0.01% | 935 | -300 | -24.3% | -$4.04万 | 减仓 |
| GGLL | DIREXION DAILY GOOGL BULL 2X ETF | $12.72万 | 0.01% | 1,119 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $12.74万 | 0.01% | 3,839 | 7 | 0.2% | $232 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $12.86万 | 0.01% | 4,385 | 2,390 | 119.8% | $7.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $12.99万 | 0.01% | 1,028 | 6 | 0.6% | $758 | 加仓 |
| EBAY | EBAY INC. COM | $13.25万 | 0.01% | 1,186 | -59 | -4.7% | -$6,593 | 减仓 |
| CI | THE CIGNA GROUP COM | $13.69万 | 0.01% | 497 | -33 | -6.2% | -$9,091 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $13.72万 | 0.01% | 1,792 | -386 | -17.7% | -$2.95万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $13.90万 | 0.01% | 1,812 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $14.13万 | 0.01% | 933 | 164 | 21.3% | $2.48万 | 加仓 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $14.15万 | 0.01% | 1,903 | 26 | 1.4% | $1,933 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $14.28万 | 0.01% | 3,030 | 30 | 1.0% | $1,414 | 加仓 |
| PFE | PFIZER INC COM | $14.43万 | 0.01% | 5,991 | -1,481 | -19.8% | -$3.57万 | 减仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $14.49万 | 0.01% | 2,821 | 86 | 3.1% | $4,416 | 加仓 |
| GLD | SPDR GOLD SHARES | $14.62万 | 0.01% | 397 | -57 | -12.6% | -$2.10万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $15.06万 | 0.01% | 5,308 | 274 | 5.4% | $7,776 | 加仓 |
| DTE | DTE ENERGY CO COM | $15.11万 | 0.01% | 991 | 4 | 0.4% | $610 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $15.16万 | 0.01% | 2,923 | 42 | 1.5% | $2,179 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $15.21万 | 0.01% | 296 | -12 | -3.9% | -$6,166 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $15.23万 | 0.01% | 1,854 | 16 | 0.9% | $1,314 | 加仓 |
| GM | GENERAL MTRS CO COM | $15.24万 | 0.01% | 1,977 | 61 | 3.2% | $4,701 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $15.25万 | 0.01% | 296 | 100 | 51.0% | $5.15万 | 加仓 |
| FTNT | FORTINET INC COM | $15.44万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $15.52万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $15.58万 | 0.01% | 1,668 | 9 | 0.5% | $841 | 加仓 |
| NIO | NIO INC SPON ADS | $15.67万 | 0.01% | 30,968 | 553 | 1.8% | $2,798 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $15.68万 | 0.01% | 21,604 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $15.73万 | 0.01% | 419 | 8 | 1.9% | $3,003 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $16.44万 | 0.01% | 1,793 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $16.53万 | 0.01% | 1,397 | 0 | 0.0% | — | 不变 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $16.60万 | 0.01% | 8,467 | 7 | 0.1% | $137 | 加仓 |
| C | CITIGROUP INC COM NEW | $16.69万 | 0.01% | 1,192 | 1 | 0.1% | $140 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $16.79万 | 0.01% | 573 | 56 | 10.8% | $1.64万 | 加仓 |
| LOW | LOWES COS INC COM | $17.38万 | 0.01% | 788 | -20 | -2.5% | -$4,411 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $17.42万 | 0.01% | 1,053 | 107 | 11.3% | $1.77万 | 加仓 |
| WPC | WP CAREY INC COM | $17.49万 | 0.01% | 2,446 | 13 | 0.5% | $930 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $17.61万 | 0.01% | 2,793 | 8 | 0.3% | $504 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $17.72万 | 0.01% | 2,349 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $17.94万 | 0.01% | 1,802 | 916 | 103.4% | $9.12万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $17.97万 | 0.01% | 3,191 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $18.06万 | 0.01% | 3,466 | -1,569 | -31.2% | -$8.18万 | 减仓 |
| — | INVESCO GLOBAL WATER ETF | $18.09万 | 0.01% | 4,022 | 6 | 0.1% | $270 | 加仓 |
| AMGN | AMGEN INC COM | $18.48万 | 0.02% | 510 | -49 | -8.8% | -$1.78万 | 减仓 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $18.68万 | 0.02% | 3,064 | -153 | -4.8% | -$9,330 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $18.89万 | 0.02% | 684 | -66 | -8.8% | -$1.82万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $19.05万 | 0.02% | 600 | 200 | 50.0% | $6.35万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $19.61万 | 0.02% | 753 | -11 | -1.4% | -$2,865 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $19.75万 | 0.02% | 945 | -39 | -4.0% | -$8,151 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $19.86万 | 0.02% | 7,328 | -483 | -6.2% | -$1.31万 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM | $19.94万 | 0.02% | 2,488 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $20.03万 | 0.02% | 1,830 | 27 | 1.5% | $2,955 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $20.42万 | 0.02% | 4,883 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $20.77万 | 0.02% | 430 | -20 | -4.4% | -$9,660 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $21.05万 | 0.02% | 1,710 | -10,751 | -86.3% | -$132.36万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $21.06万 | 0.02% | 2,283 | -348 | -13.2% | -$3.21万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $21.47万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $21.50万 | 0.02% | 20,870 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $21.60万 | 0.02% | 913 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $21.66万 | 0.02% | 7,037 | -748 | -9.6% | -$2.30万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $22.51万 | 0.02% | 2,403 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $22.52万 | 0.02% | 2,725 | 1 | 0.0% | $83 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $22.64万 | 0.02% | 7,148 | 7,148 | — | $22.64万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $22.77万 | 0.02% | 2,755 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $22.95万 | 0.02% | 3,984 | -613 | -13.3% | -$3.53万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $23.13万 | 0.02% | 2,121 | 23 | 1.1% | $2,508 | 加仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $23.51万 | 0.02% | 6,603 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $24.29万 | 0.02% | 3,005 | -149 | -4.7% | -$1.20万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $24.30万 | 0.02% | 6,611 | 11 | 0.2% | $404 | 加仓 |
| QCOM | QUALCOMM INC COM | $24.58万 | 0.02% | 1,330 | -554 | -29.4% | -$10.24万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $24.98万 | 0.02% | 1,401 | 1 | 0.1% | $178 | 加仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $24.98万 | 0.02% | 4,535 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $26.08万 | 0.02% | 520 | -8 | -1.5% | -$4,012 | 减仓 |