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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC COM | $26.13万 | 0.02% | 658 | 2 | 0.3% | $794 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $26.18万 | 0.02% | 9,504 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA DOW30 | $26.68万 | 0.02% | 4,072 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $27.27万 | 0.02% | 5,345 | 5,345 | — | $27.27万 | 新建仓 |
| ABBV | ABBVIE INC COM | $27.59万 | 0.02% | 4,566 | -13,215 | -74.3% | -$79.86万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $28.18万 | 0.02% | 1,659 | 21 | 1.3% | $3,567 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $28.69万 | 0.02% | 376 | -31 | -7.6% | -$2.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $28.74万 | 0.02% | 13,416 | -5,905 | -30.6% | -$12.65万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $29.05万 | 0.02% | 3,434 | 5 | 0.1% | $423 | 加仓 |
| BA | BOEING CO COM | $29.29万 | 0.02% | 1,353 | -293 | -17.8% | -$6.34万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $29.74万 | 0.02% | 45,547 | 14,067 | 44.7% | $9.19万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $29.82万 | 0.02% | 2,918 | -148 | -4.8% | -$1.51万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $30.16万 | 0.02% | 1,244 | 182 | 17.1% | $4.41万 | 加仓 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $30.28万 | 0.02% | 5,184 | 5,184 | — | $30.28万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $30.41万 | 0.02% | 908 | -55 | -5.7% | -$1.84万 | 减仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $31.49万 | 0.03% | 5,813 | -218 | -3.6% | -$1.18万 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $31.61万 | 0.03% | 11,792 | 11,792 | — | $31.61万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $31.74万 | 0.03% | 2,712 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $31.84万 | 0.03% | 7,056 | 7,056 | — | $31.84万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $31.88万 | 0.03% | 4,923 | 4,923 | — | $31.88万 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $32.79万 | 0.03% | 3,619 | 132 | 3.8% | $1.20万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $33.15万 | 0.03% | 3,991 | 27 | 0.7% | $2,243 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $33.54万 | 0.03% | 807 | 159 | 24.5% | $6.61万 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $34.44万 | 0.03% | 7,333 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $34.69万 | 0.03% | 2,562 | -155 | -5.7% | -$2.10万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $35.03万 | 0.03% | 4,772 | 20 | 0.4% | $1,468 | 加仓 |
| KLAC | KLA CORP COM NEW | $35.32万 | 0.03% | 1,171 | -259 | -18.1% | -$7.81万 | 减仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $35.40万 | 0.03% | 6,265 | -128 | -2.0% | -$7,233 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $35.77万 | 0.03% | 4,911 | -4 | -0.1% | -$291 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $35.85万 | 0.03% | 5,116 | 0 | 0.0% | — | 不变 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $35.92万 | 0.03% | 7,582 | -15 | -0.2% | -$711 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $36.01万 | 0.03% | 14,369 | 12,022 | 512.2% | $30.13万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $36.39万 | 0.03% | 3,676 | -76 | -2.0% | -$7,523 | 减仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $36.96万 | 0.03% | 7,072 | -2 | -0.0% | -$105 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $37.37万 | 0.03% | 4,734 | 4,714 | 23,570.0% | $37.22万 | 加仓 |
| BX | BLACKSTONE INC COM | $37.74万 | 0.03% | 3,207 | 230 | 7.7% | $2.71万 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $38.22万 | 0.03% | 7,017 | -113 | -1.6% | -$6,155 | 减仓 |
| GE | GE AEROSPACE COM NEW | $38.36万 | 0.03% | 1,026 | -36 | -3.4% | -$1.35万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $38.53万 | 0.03% | 5,632 | -257 | -4.4% | -$1.76万 | 减仓 |
| T | AT&T INC COM | $39.80万 | 0.03% | 19,229 | 46 | 0.2% | $952 | 加仓 |
| UBS | UBS GROUP AG SHS | $40.13万 | 0.03% | 8,098 | 8,098 | — | $40.13万 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $40.19万 | 0.03% | 12,809 | 12,809 | — | $40.19万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $41.36万 | 0.03% | 3,545 | -127 | -3.5% | -$1.48万 | 减仓 |
| KO | COCA COLA CO COM | $41.53万 | 0.03% | 5,111 | -356 | -6.5% | -$2.89万 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $41.54万 | 0.03% | 7,689 | 25 | 0.3% | $1,351 | 加仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $42.34万 | 0.03% | 6,270 | -1,077 | -14.7% | -$7.27万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $42.85万 | 0.04% | 5,422 | 46 | 0.9% | $3,636 | 加仓 |
| MMM | 3M CO COM | $42.87万 | 0.04% | 2,648 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $43.15万 | 0.04% | 3,384 | -461 | -12.0% | -$5.88万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $43.18万 | 0.04% | 12,760 | 13 | 0.1% | $440 | 加仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $43.22万 | 0.04% | 8,771 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $43.95万 | 0.04% | 2,637 | -91 | -3.3% | -$1.52万 | 减仓 |
| MCD | MCDONALDS CORP COM | $44.21万 | 0.04% | 1,636 | -7,682 | -82.4% | -$207.61万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $45.77万 | 0.04% | 1,291 | 786 | 155.6% | $27.87万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $47.31万 | 0.04% | 1,876 | 1 | 0.1% | $252 | 加仓 |
| BAC | BANK OF AMER CORP COM | $47.43万 | 0.04% | 8,324 | 11 | 0.1% | $627 | 加仓 |
| — | GLOBAL X SOCIAL MEDIA ETF | $47.71万 | 0.04% | 10,891 | -496 | -4.4% | -$2.17万 | 减仓 |
| EWG | ISHARES MSCI GERMANY ETF | $47.97万 | 0.04% | 11,596 | 11,596 | — | $47.97万 | 新建仓 |
| DE | DEERE & CO COM | $48.66万 | 0.04% | 767 | -62 | -7.5% | -$3.93万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $48.85万 | 0.04% | 3,091 | 9 | 0.3% | $1,422 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $49.01万 | 0.04% | 4,625 | -10,563 | -69.5% | -$111.93万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $49.36万 | 0.04% | 18,809 | -662 | -3.4% | -$1.74万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $49.45万 | 0.04% | 6,377 | 5,888 | 1,204.1% | $45.66万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $51.74万 | 0.04% | 5,013 | -4 | -0.1% | -$413 | 减仓 |
| IAU | ISHARES GOLD TRUST | $52.50万 | 0.04% | 6,953 | 457 | 7.0% | $3.45万 | 加仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $53.65万 | 0.04% | 4,788 | 5 | 0.1% | $560 | 加仓 |
| CVS | CVS HEALTH CORP COM | $53.93万 | 0.04% | 5,213 | 4,913 | 1,637.7% | $50.82万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $54.23万 | 0.04% | 3,943 | 3 | 0.1% | $413 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $54.39万 | 0.04% | 6,187 | 2 | 0.0% | $176 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $55.05万 | 0.05% | 19,399 | 419 | 2.2% | $1.19万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $55.15万 | 0.05% | 5,710 | -781 | -12.0% | -$7.54万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $55.96万 | 0.05% | 9,981 | 9,981 | — | $55.96万 | 新建仓 |
| SE | SEA LTD SPONSORD ADS | $57.21万 | 0.05% | 5,970 | 5,270 | 752.9% | $50.50万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $59.42万 | 0.05% | 2,094 | 1 | 0.0% | $284 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $59.53万 | 0.05% | 5,949 | 5,356 | 903.2% | $53.60万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $60.81万 | 0.05% | 22,692 | 656 | 3.0% | $1.76万 | 加仓 |
| DIS | DISNEY WALT CO COM | $60.94万 | 0.05% | 6,332 | -156 | -2.4% | -$1.50万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $61.21万 | 0.05% | 2,802 | -10,736 | -79.3% | -$234.53万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $61.38万 | 0.05% | 4,790 | 4,790 | — | $61.38万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $61.44万 | 0.05% | 1,206 | 7 | 0.6% | $3,566 | 加仓 |
| CRH | CRH PLC ORD | $61.70万 | 0.05% | 5,766 | 5,766 | — | $61.70万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $62.96万 | 0.05% | 3,798 | -60 | -1.6% | -$9,946 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $63.67万 | 0.05% | 13,622 | 722 | 5.6% | $3.37万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $64.36万 | 0.05% | 2,712 | 2,712 | — | $64.36万 | 新建仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $65.20万 | 0.05% | 10,950 | 214 | 2.0% | $1.27万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $66.07万 | 0.05% | 2,218 | 1,051 | 90.1% | $31.31万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $66.89万 | 0.05% | 2,244 | 11 | 0.5% | $3,279 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $67.07万 | 0.05% | 9,650 | 654 | 7.3% | $4.55万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $67.14万 | 0.06% | 1,704 | -306 | -15.2% | -$12.06万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $67.24万 | 0.06% | 11,965 | -1,016 | -7.8% | -$5.71万 | 减仓 |
| APH | AMPHENOL CORP CL A | $67.48万 | 0.06% | 3,827 | -10,270 | -72.9% | -$181.08万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHS | $68.78万 | 0.06% | 44,806 | 44,806 | — | $68.78万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $69.99万 | 0.06% | 9,988 | 9,987 | 998,700.0% | $69.98万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $71.40万 | 0.06% | 6,216 | -2,267 | -26.7% | -$26.04万 | 减仓 |
| INTC | INTEL CORP COM | $72.18万 | 0.06% | 5,169 | 80 | 1.6% | $1.12万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $75.05万 | 0.06% | 2,028 | -66 | -3.2% | -$2.44万 | 减仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $75.90万 | 0.06% | 12,660 | -336 | -2.6% | -$2.01万 | 减仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $76.43万 | 0.06% | 26,670 | 1,008 | 3.9% | $2.89万 | 加仓 |
| TSLA | TESLA INC COM | $76.86万 | 0.06% | 7,479 | -529 | -6.6% | -$5.44万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $78.79万 | 0.06% | 4,136 | -184 | -4.3% | -$3.51万 | 减仓 |