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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $27.91万 | 0.03% | 3,487 | -8 | -0.2% | -$640 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $27.88万 | 0.03% | 4,597 | -772 | -14.4% | -$4.68万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $27.71万 | 0.03% | 847 | 45 | 5.6% | $1.47万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $27.47万 | 0.03% | 3,066 | 5 | 0.2% | $448 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $26.20万 | 0.03% | 776 | -143 | -15.6% | -$4.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $25.95万 | 0.03% | 528 | -47 | -8.2% | -$2.31万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $25.89万 | 0.03% | 2,712 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $25.87万 | 0.03% | 3,429 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $25.00万 | 0.03% | 9,504 | -2,880 | -23.3% | -$7.57万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $24.97万 | 0.03% | 6,600 | 11 | 0.2% | $416 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $24.72万 | 0.03% | 2,631 | 352 | 15.4% | $3.31万 | 加仓 |
| QCOM | QUALCOMM INC COM | $24.26万 | 0.03% | 1,884 | -103 | -5.2% | -$1.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $24.14万 | 0.03% | 963 | -20 | -2.0% | -$5,013 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $23.60万 | 0.03% | 56 | -5 | -8.2% | -$2.11万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $23.23万 | 0.03% | 1,062 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $23.18万 | 0.03% | 1,433 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $22.86万 | 0.03% | 2,098 | 14 | 0.7% | $1,526 | 加仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $22.86万 | 0.03% | 4,535 | -1,878 | -29.3% | -$9.47万 | 减仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $22.69万 | 0.03% | 5,035 | -904 | -15.2% | -$4.07万 | 减仓 |
| INTC | INTEL CORP COM | $22.46万 | 0.03% | 5,089 | -5,870 | -53.6% | -$25.91万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $21.93万 | 0.02% | 2,755 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $21.56万 | 0.02% | 2,349 | -17 | -0.7% | -$1,560 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $21.41万 | 0.02% | 7,785 | -20 | -0.3% | -$550 | 减仓 |
| ARKK | ARK INNOVATION ETF | $21.32万 | 0.02% | 3,154 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $21.32万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $21.22万 | 0.02% | 20,870 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA DOW30 | $21.19万 | 0.02% | 4,072 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $21.11万 | 0.02% | 143 | -13 | -8.3% | -$1.92万 | 减仓 |
| PFE | PFIZER INC COM | $20.98万 | 0.02% | 7,472 | 1,074 | 16.8% | $3.02万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $20.87万 | 0.02% | 656 | 2 | 0.3% | $636 | 加仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $20.77万 | 0.02% | 6,603 | -1,750 | -21.0% | -$5.51万 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM | $20.27万 | 0.02% | 2,488 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $20.11万 | 0.02% | 1,638 | 25 | 1.5% | $3,070 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $19.90万 | 0.02% | 1,803 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $19.66万 | 0.02% | 559 | -15 | -2.6% | -$5,276 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $19.64万 | 0.02% | 913 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $19.54万 | 0.02% | 454 | -1 | -0.2% | -$430 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $19.38万 | 0.02% | 7,811 | -5,781 | -42.5% | -$14.35万 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $19.38万 | 0.02% | 4,883 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $19.09万 | 0.02% | 808 | 22 | 2.8% | $5,199 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $18.88万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $18.86万 | 0.02% | 21,604 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $18.51万 | 0.02% | 454 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $18.35万 | 0.02% | 31,480 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $18.34万 | 0.02% | 30,415 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $18.21万 | 0.02% | 3,191 | 0 | 0.0% | — | 不变 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $17.97万 | 0.02% | 3,217 | -3,362 | -51.1% | -$18.78万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $17.55万 | 0.02% | 648 | -25 | -3.7% | -$6,770 | 减仓 |
| — | INVESCO GLOBAL WATER ETF | $17.44万 | 0.02% | 4,016 | 1 | 0.0% | $43 | 加仓 |
| NKE | NIKE INC CL B | $16.85万 | 0.02% | 3,191 | -17 | -0.5% | -$898 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $16.73万 | 0.02% | 1,235 | 300 | 32.1% | $4.06万 | 加仓 |
| WPC | WP CAREY INC COM | $16.53万 | 0.02% | 2,433 | 13 | 0.5% | $883 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $16.19万 | 0.02% | 2,178 | -56 | -2.5% | -$4,164 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $16.19万 | 0.02% | 984 | -36 | -3.5% | -$5,922 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $15.98万 | 0.02% | 2,403 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $15.93万 | 0.02% | 2,785 | 14 | 0.5% | $801 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $15.89万 | 0.02% | 407 | -389 | -48.9% | -$15.19万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $15.57万 | 0.02% | 1,397 | 228 | 19.5% | $2.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $15.40万 | 0.02% | 308 | 8 | 2.7% | $3,999 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $15.28万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $15.28万 | 0.02% | 2,654 | 5 | 0.2% | $288 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $15.26万 | 0.02% | 2,881 | 38 | 1.3% | $2,012 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $15.18万 | 0.02% | 1,838 | 10 | 0.5% | $826 | 加仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $15.17万 | 0.02% | 8,460 | 2 | 0.0% | $36 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $15.04万 | 0.02% | 764 | -27 | -3.4% | -$5,315 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $15.02万 | 0.02% | 517 | 244 | 89.4% | $7.09万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $14.67万 | 0.02% | 1,659 | 11 | 0.7% | $973 | 加仓 |
| DTE | DTE ENERGY CO COM | $14.43万 | 0.02% | 987 | -44 | -4.3% | -$6,434 | 减仓 |
| MCK | MCKESSON CORP COM | $14.28万 | 0.02% | 165 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $14.28万 | 0.02% | 1,916 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $14.24万 | 0.02% | 1,022 | 6 | 0.6% | $836 | 加仓 |
| CI | THE CIGNA GROUP COM | $14.13万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $14.02万 | 0.02% | 391 | 1 | 0.3% | $359 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $13.98万 | 0.02% | 1,812 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $13.82万 | 0.02% | 1,107 | 1,000 | 934.6% | $12.48万 | 加仓 |
| CRM | SALESFORCE INC COM | $13.76万 | 0.02% | 737 | -39 | -5.0% | -$7,280 | 减仓 |
| C | CITIGROUP INC COM NEW | $13.50万 | 0.02% | 1,191 | -98 | -7.6% | -$1.11万 | 减仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $13.48万 | 0.02% | 3,000 | -2,362 | -44.1% | -$10.61万 | 减仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $13.10万 | 0.01% | 2,735 | -535 | -16.4% | -$2.56万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION COM | $12.93万 | 0.01% | 12,803 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $12.88万 | 0.01% | 2,718 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $12.81万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $12.76万 | 0.01% | 1,877 | 5 | 0.3% | $340 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $12.66万 | 0.01% | 2,399 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $12.36万 | 0.01% | 5,034 | 55 | 1.1% | $1,350 | 加仓 |
| TJX | TJX COS INC NEW COM | $12.28万 | 0.01% | 769 | 751 | 4,172.2% | $11.99万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $12.05万 | 0.01% | 1,768 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $11.57万 | 0.01% | 3,832 | 7 | 0.2% | $211 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $11.56万 | 0.01% | 1,167 | 1,067 | 1,067.0% | $10.57万 | 加仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $11.46万 | 0.01% | 2,640 | -2,724 | -50.8% | -$11.83万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $11.42万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $11.33万 | 0.01% | 1,245 | 1 | 0.1% | $91 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $11.05万 | 0.01% | 1,013 | 1,013 | — | $11.05万 | 新建仓 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $11.03万 | 0.01% | 2,510 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $11.01万 | 0.01% | 400 | 25 | 6.7% | $6,880 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $10.69万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.53万 | 0.01% | 518 | -8 | -1.5% | -$1,626 | 减仓 |
| ADBE | ADOBE INC COM | $10.50万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $10.19万 | 0.01% | 2,013 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $10.15万 | 0.01% | 946 | -12 | -1.3% | -$1,287 | 减仓 |