SOA Wealth Advisors, LLC.
NEW YORK NY · SEC CIK 0001849444
$8.98亿2026Q1 申报市值
864持仓数
39.2%前十大占比 · 第一大 8.6%
32 / 35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
EFA 加仓+$75.45万
GRNY 加仓+$74.13万
AOR 加仓+$53.45万
SCHD 加仓+$32.46万
SPY 加仓+$20.29万
2026Q1 卖出最多 按季末市值估算
IWY 减仓-$1,078.00万
AAPL 减仓-$362.95万
FT VEST INTERNAT 减仓-$225.60万
DGRO 减仓-$219.37万
EFIV 减仓-$202.92万
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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC COM | $146.29万 | 0.16% | 19,899 | 2,278 | 12.9% | $16.75万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $145.66万 | 0.16% | 75,472 | 2 | 0.0% | $39 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $145.43万 | 0.16% | 12,000 | -574 | -4.6% | -$6.96万 | 减仓 |
| — | HONEYWELL INTL INC COM | $143.73万 | 0.16% | 6,359 | -14 | -0.2% | -$3,164 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $140.76万 | 0.16% | 8,495 | 53 | 0.6% | $8,782 | 加仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $138.26万 | 0.15% | 10,305 | 430 | 4.4% | $5.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $137.49万 | 0.15% | 1,625 | -21 | -1.3% | -$1.78万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $132.86万 | 0.15% | 10,146 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $131.29万 | 0.15% | 9,939 | -140 | -1.4% | -$1.85万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $130.53万 | 0.15% | 43,051 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $129.80万 | 0.14% | 12,415 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $126.05万 | 0.14% | 4,394 | -103 | -2.3% | -$2.95万 | 减仓 |
| — | EXXON MOBIL CORP COM | $118.69万 | 0.13% | 24,741 | -207 | -0.8% | -$9,930 | 减仓 |
| ORCL | ORACLE CORP COM | $118.16万 | 0.13% | 8,032 | -554 | -6.5% | -$8.15万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $117.35万 | 0.13% | 1,903 | -43 | -2.2% | -$2.65万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $114.78万 | 0.13% | 5,436 | -280 | -4.9% | -$5.91万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $100.11万 | 0.11% | 32,630 | 10,581 | 48.0% | $32.46万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $97.47万 | 0.11% | 15,533 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $95.92万 | 0.11% | 54,042 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $95.31万 | 0.11% | 8,483 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $94.55万 | 0.11% | 15,340 | -76 | -0.5% | -$4,685 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $92.27万 | 0.10% | 28,270 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $88.04万 | 0.10% | 3,632 | 16 | 0.4% | $3,878 | 加仓 |
| MRK | MERCK & CO INC COM | $84.75万 | 0.09% | 7,046 | 519 | 8.0% | $6.24万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $84.01万 | 0.09% | 3,932 | -438 | -10.0% | -$9.36万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $83.58万 | 0.09% | 52,500 | -22,505 | -30.0% | -$35.83万 | 减仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $82.88万 | 0.09% | 17,275 | 36 | 0.2% | $1,727 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $82.25万 | 0.09% | 16,661 | -1,054 | -5.9% | -$5.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $80.84万 | 0.09% | 3,974 | -89 | -2.2% | -$1.81万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $79.82万 | 0.09% | 3,858 | 260 | 7.2% | $5.38万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $74.22万 | 0.08% | 1,936 | 75 | 4.0% | $2.88万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $74.03万 | 0.08% | 2,076 | -36 | -1.7% | -$1.28万 | 减仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $73.43万 | 0.08% | 12,996 | -8,837 | -40.5% | -$49.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $72.45万 | 0.08% | 1,199 | 6 | 0.5% | $3,625 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $70.19万 | 0.08% | 25,662 | -25,531 | -49.9% | -$69.83万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $68.54万 | 0.08% | 12,981 | -25,960 | -66.7% | -$137.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $68.28万 | 0.08% | 17,771 | 24 | 0.1% | $922 | 加仓 |
| TSLA | TESLA INC COM | $67.54万 | 0.08% | 8,008 | -52 | -0.6% | -$4,385 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $67.18万 | 0.07% | 2,094 | 113 | 5.7% | $3.63万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $64.83万 | 0.07% | 5,470 | -171 | -3.0% | -$2.03万 | 减仓 |
| CAT | CATERPILLAR INC COM | $64.69万 | 0.07% | 913 | 95 | 11.6% | $6.73万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $63.25万 | 0.07% | 1,925 | -65 | -3.3% | -$2.14万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $63.09万 | 0.07% | 2,010 | -51 | -2.5% | -$1.60万 | 减仓 |
| DIS | DISNEY WALT CO COM | $62.53万 | 0.07% | 6,488 | -1,657 | -20.3% | -$15.97万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $62.20万 | 0.07% | 6,323 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $61.85万 | 0.07% | 9,318 | 23 | 0.2% | $1,527 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $58.77万 | 0.07% | 6,491 | -340 | -5.0% | -$3.08万 | 减仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $58.75万 | 0.07% | 10,736 | -8,405 | -43.9% | -$45.99万 | 减仓 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $57.93万 | 0.06% | 12,900 | -21,959 | -63.0% | -$98.61万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $57.89万 | 0.06% | 8,996 | 8,307 | 1,205.7% | $53.45万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $57.41万 | 0.06% | 4,320 | -106 | -2.4% | -$1.41万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $57.27万 | 0.06% | 6,496 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $57.09万 | 0.06% | 1,751 | 1 | 0.1% | $326 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $56.74万 | 0.06% | 22,036 | -33,291 | -60.2% | -$85.72万 | 减仓 |
| T | AT&T INC COM | $55.61万 | 0.06% | 19,183 | 80 | 0.4% | $2,319 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $53.71万 | 0.06% | 3,672 | 172 | 4.9% | $2.52万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $53.17万 | 0.06% | 2,093 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $51.49万 | 0.06% | 15,188 | -287 | -1.9% | -$9,729 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $49.93万 | 0.06% | 18,980 | -22,216 | -53.9% | -$58.45万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $49.89万 | 0.06% | 3,271 | -147 | -4.3% | -$2.24万 | 减仓 |
| — | GLOBAL X SOCIAL MEDIA ETF | $49.30万 | 0.05% | 11,387 | -1,272 | -10.0% | -$5.51万 | 减仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $49.23万 | 0.05% | 7,347 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $47.32万 | 0.05% | 2,728 | -33 | -1.2% | -$5,724 | 减仓 |
| DE | DEERE & CO COM | $46.71万 | 0.05% | 829 | 74 | 9.8% | $4.17万 | 加仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $46.67万 | 0.05% | 4,783 | 2 | 0.0% | $195 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $46.24万 | 0.05% | 19,471 | -21,978 | -53.0% | -$52.20万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $45.65万 | 0.05% | 3,082 | -338 | -9.9% | -$5.01万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $45.45万 | 0.05% | 1,237 | -151 | -10.9% | -$5.55万 | 减仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $45.24万 | 0.05% | 3,845 | -362 | -8.6% | -$4.26万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $44.56万 | 0.05% | 3,940 | 3 | 0.1% | $339 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $43.36万 | 0.05% | 2,233 | 14 | 0.6% | $2,718 | 加仓 |
| COP | CONOCOPHILLIPS COM | $43.22万 | 0.05% | 3,274 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $42.61万 | 0.05% | 5,376 | 30 | 0.6% | $2,378 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $42.60万 | 0.05% | 5,017 | 18 | 0.4% | $1,529 | 加仓 |
| PEP | PEPSICO INC COM | $42.19万 | 0.05% | 2,717 | -69 | -2.5% | -$1.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $41.93万 | 0.05% | 19,321 | 2,078 | 12.1% | $4.51万 | 加仓 |
| KO | COCA COLA CO COM | $41.57万 | 0.05% | 5,467 | -189 | -3.3% | -$1.44万 | 减仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $41.26万 | 0.05% | 8,771 | -2,751 | -23.9% | -$12.94万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $40.53万 | 0.05% | 8,313 | -312 | -3.6% | -$1.52万 | 减仓 |
| MMM | 3M CO COM | $38.46万 | 0.04% | 2,648 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $37.25万 | 0.04% | 3,752 | 290 | 8.4% | $2.88万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $37.13万 | 0.04% | 12,747 | -541 | -4.1% | -$1.58万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $37.02万 | 0.04% | 4,915 | 249 | 5.3% | $1.88万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $36.43万 | 0.04% | 7,664 | 30 | 0.4% | $1,426 | 加仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $35.45万 | 0.04% | 7,130 | -941 | -11.7% | -$4.68万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $34.99万 | 0.04% | 4,752 | 13 | 0.3% | $957 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $34.69万 | 0.04% | 8,709 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $34.52万 | 0.04% | 5,116 | 0 | 0.0% | — | 不变 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $34.30万 | 0.04% | 7,074 | -1,779 | -20.1% | -$8.63万 | 减仓 |
| BX | BLACKSTONE INC COM | $34.24万 | 0.04% | 2,977 | 316 | 11.9% | $3.63万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $34.02万 | 0.04% | 1,875 | 0 | 0.0% | — | 不变 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $33.64万 | 0.04% | 7,597 | -10,838 | -58.8% | -$47.99万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $33.44万 | 0.04% | 5,889 | 0 | 0.0% | — | 不变 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $33.10万 | 0.04% | 6,393 | -1,593 | -19.9% | -$8.25万 | 减仓 |
| BA | BOEING CO COM | $32.76万 | 0.04% | 1,646 | 280 | 20.5% | $5.57万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $32.49万 | 0.04% | 3,964 | 22 | 0.6% | $1,803 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $30.50万 | 0.03% | 6,031 | -5,396 | -47.2% | -$27.29万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $30.14万 | 0.03% | 1,062 | 177 | 20.0% | $5.02万 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $30.12万 | 0.03% | 7,333 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $29.51万 | 0.03% | 637 | 29 | 4.8% | $1.34万 | 加仓 |