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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP COM | $47.43万 | 0.04% | 8,324 | 11 | 0.1% | $627 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $47.31万 | 0.04% | 1,876 | 1 | 0.1% | $252 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $45.77万 | 0.04% | 1,291 | 786 | 155.6% | $27.87万 | 加仓 |
| MCD | MCDONALDS CORP COM | $44.21万 | 0.04% | 1,636 | -7,682 | -82.4% | -$207.61万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $43.95万 | 0.04% | 2,637 | -91 | -3.3% | -$1.52万 | 减仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $43.22万 | 0.04% | 8,771 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $43.18万 | 0.04% | 12,760 | 13 | 0.1% | $440 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $43.15万 | 0.04% | 3,384 | -461 | -12.0% | -$5.88万 | 减仓 |
| MMM | 3M CO COM | $42.87万 | 0.04% | 2,648 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $42.85万 | 0.04% | 5,422 | 46 | 0.9% | $3,636 | 加仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $42.34万 | 0.03% | 6,270 | -1,077 | -14.7% | -$7.27万 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $41.54万 | 0.03% | 7,689 | 25 | 0.3% | $1,351 | 加仓 |
| KO | COCA COLA CO COM | $41.53万 | 0.03% | 5,111 | -356 | -6.5% | -$2.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $41.36万 | 0.03% | 3,545 | -127 | -3.5% | -$1.48万 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $40.19万 | 0.03% | 12,809 | 12,809 | — | $40.19万 | 新建仓 |
| UBS | UBS GROUP AG SHS | $40.13万 | 0.03% | 8,098 | 8,098 | — | $40.13万 | 新建仓 |
| T | AT&T INC COM | $39.80万 | 0.03% | 19,229 | 46 | 0.2% | $952 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $38.53万 | 0.03% | 5,632 | -257 | -4.4% | -$1.76万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $38.36万 | 0.03% | 1,026 | -36 | -3.4% | -$1.35万 | 减仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $38.22万 | 0.03% | 7,017 | -113 | -1.6% | -$6,155 | 减仓 |
| BX | BLACKSTONE INC COM | $37.74万 | 0.03% | 3,207 | 230 | 7.7% | $2.71万 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $37.37万 | 0.03% | 4,734 | 4,714 | 23,570.0% | $37.22万 | 加仓 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $36.96万 | 0.03% | 7,072 | -2 | -0.0% | -$105 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $36.39万 | 0.03% | 3,676 | -76 | -2.0% | -$7,523 | 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 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $35.92万 | 0.03% | 7,582 | -15 | -0.2% | -$711 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $35.85万 | 0.03% | 5,116 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $35.77万 | 0.03% | 4,911 | -4 | -0.1% | -$291 | 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 |
| KLAC | KLA CORP COM NEW | $35.32万 | 0.03% | 1,171 | -259 | -18.1% | -$7.81万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $35.03万 | 0.03% | 4,772 | 20 | 0.4% | $1,468 | 加仓 |
| PEP | PEPSICO INC COM | $34.69万 | 0.03% | 2,562 | -155 | -5.7% | -$2.10万 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $34.44万 | 0.03% | 7,333 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $33.54万 | 0.03% | 807 | 159 | 24.5% | $6.61万 | 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 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $32.79万 | 0.03% | 3,619 | 132 | 3.8% | $1.20万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $31.88万 | 0.03% | 4,923 | 4,923 | — | $31.88万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $31.84万 | 0.03% | 7,056 | 7,056 | — | $31.84万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $31.74万 | 0.03% | 2,712 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR | $31.61万 | 0.03% | 11,792 | 11,792 | — | $31.61万 | 新建仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $31.49万 | 0.03% | 5,813 | -218 | -3.6% | -$1.18万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $30.41万 | 0.02% | 908 | -55 | -5.7% | -$1.84万 | 减仓 |
| — | ISHARES ESG AWARE MSCI USA GROWTH ETF | $30.28万 | 0.02% | 5,184 | 5,184 | — | $30.28万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $30.16万 | 0.02% | 1,244 | 182 | 17.1% | $4.41万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $29.82万 | 0.02% | 2,918 | -148 | -4.8% | -$1.51万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $29.74万 | 0.02% | 45,547 | 14,067 | 44.7% | $9.19万 | 加仓 |
| BA | BOEING CO COM | $29.29万 | 0.02% | 1,353 | -293 | -17.8% | -$6.34万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $29.05万 | 0.02% | 3,434 | 5 | 0.1% | $423 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $28.74万 | 0.02% | 13,416 | -5,905 | -30.6% | -$12.65万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $28.69万 | 0.02% | 376 | -31 | -7.6% | -$2.37万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $28.18万 | 0.02% | 1,659 | 21 | 1.3% | $3,567 | 加仓 |
| ABBV | ABBVIE INC COM | $27.59万 | 0.02% | 4,566 | -13,215 | -74.3% | -$79.86万 | 减仓 |
| MCHI | ISHARES MSCI CHINA ETF | $27.27万 | 0.02% | 5,345 | 5,345 | — | $27.27万 | 新建仓 |
| — | PROSHARES ULTRA DOW30 | $26.68万 | 0.02% | 4,072 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $26.18万 | 0.02% | 9,504 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $26.13万 | 0.02% | 658 | 2 | 0.3% | $794 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $26.08万 | 0.02% | 520 | -8 | -1.5% | -$4,012 | 减仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $24.98万 | 0.02% | 4,535 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $24.98万 | 0.02% | 1,401 | 1 | 0.1% | $178 | 加仓 |
| QCOM | QUALCOMM INC COM | $24.58万 | 0.02% | 1,330 | -554 | -29.4% | -$10.24万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $24.30万 | 0.02% | 6,611 | 11 | 0.2% | $404 | 加仓 |
| ARKK | ARK INNOVATION ETF | $24.29万 | 0.02% | 3,005 | -149 | -4.7% | -$1.20万 | 减仓 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $23.51万 | 0.02% | 6,603 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $23.13万 | 0.02% | 2,121 | 23 | 1.1% | $2,508 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $22.95万 | 0.02% | 3,984 | -613 | -13.3% | -$3.53万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $22.77万 | 0.02% | 2,755 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $22.64万 | 0.02% | 7,148 | 7,148 | — | $22.64万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $22.52万 | 0.02% | 2,725 | 1 | 0.0% | $83 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $22.51万 | 0.02% | 2,403 | 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 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $21.60万 | 0.02% | 913 | 0 | 0.0% | — | 不变 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $21.50万 | 0.02% | 20,870 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $21.47万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $21.06万 | 0.02% | 2,283 | -348 | -13.2% | -$3.21万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $21.05万 | 0.02% | 1,710 | -10,751 | -86.3% | -$132.36万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $20.77万 | 0.02% | 430 | -20 | -4.4% | -$9,660 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $20.42万 | 0.02% | 4,883 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $20.03万 | 0.02% | 1,830 | 27 | 1.5% | $2,955 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $19.94万 | 0.02% | 2,488 | 0 | 0.0% | — | 不变 |
| — | 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 |
| MS | MORGAN STANLEY COM NEW | $19.75万 | 0.02% | 945 | -39 | -4.0% | -$8,151 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $19.61万 | 0.02% | 753 | -11 | -1.4% | -$2,865 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $19.05万 | 0.02% | 600 | 200 | 50.0% | $6.35万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $18.89万 | 0.02% | 684 | -66 | -8.8% | -$1.82万 | 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 |
| AMGN | AMGEN INC COM | $18.48万 | 0.02% | 510 | -49 | -8.8% | -$1.78万 | 减仓 |
| — | INVESCO GLOBAL WATER ETF | $18.09万 | 0.01% | 4,022 | 6 | 0.1% | $270 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $18.06万 | 0.01% | 3,466 | -1,569 | -31.2% | -$8.18万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $17.97万 | 0.01% | 3,191 | 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 |
| GDX | VANECK GOLD MINERS ETF | $17.72万 | 0.01% | 2,349 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $17.61万 | 0.01% | 2,793 | 8 | 0.3% | $504 | 加仓 |
| WPC | WP CAREY INC COM | $17.49万 | 0.01% | 2,446 | 13 | 0.5% | $930 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $17.42万 | 0.01% | 1,053 | 107 | 11.3% | $1.77万 | 加仓 |
| LOW | LOWES COS INC COM | $17.38万 | 0.01% | 788 | -20 | -2.5% | -$4,411 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $16.79万 | 0.01% | 573 | 56 | 10.8% | $1.64万 | 加仓 |
| C | CITIGROUP INC COM NEW | $16.69万 | 0.01% | 1,192 | 1 | 0.1% | $140 | 加仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $16.60万 | 0.01% | 8,467 | 7 | 0.1% | $137 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $16.53万 | 0.01% | 1,397 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $16.44万 | 0.01% | 1,793 | 0 | 0.0% | — | 不变 |