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 |
|---|---|---|---|---|---|---|---|---|
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $10.04万 | 0.01% | 2,119 | -433 | -17.0% | -$2.05万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $9.96万 | 0.01% | 3,870 | -4,133 | -51.6% | -$10.64万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9.80万 | 0.01% | 1,232 | 660 | 115.4% | $5.25万 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $9.75万 | 0.01% | 1,506 | 8 | 0.5% | $518 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $9.62万 | 0.01% | 462 | 93 | 25.2% | $1.94万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $9.48万 | 0.01% | 3,301 | -492 | -13.0% | -$1.41万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $9.47万 | 0.01% | 388 | 2 | 0.5% | $488 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $9.32万 | 0.01% | 1,678 | 1,678 | — | $9.32万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $9.17万 | 0.01% | 220 | 213 | 3,042.9% | $8.88万 | 加仓 |
| — | AMPLIFY AI POWERED EQUITY ETF | $9.14万 | 0.01% | 2,115 | -66 | -3.0% | -$2,853 | 减仓 |
| ALL | ALLSTATE CORP COM | $8.98万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $8.83万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| GGLL | DIREXION DAILY GOOGL BULL 2X ETF | $8.73万 | 0.01% | 1,119 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $8.73万 | 0.01% | 666 | -335 | -33.5% | -$4.39万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $8.63万 | 0.01% | 5,434 | 200 | 3.8% | $3,176 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8.26万 | 0.01% | 174 | 174 | — | $8.26万 | 新建仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $8.24万 | 0.01% | 6,783 | 1,000 | 17.3% | $1.21万 | 加仓 |
| FTNT | FORTINET INC COM | $8.21万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $8.17万 | 0.01% | 385 | 385 | — | $8.17万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8.08万 | 0.01% | 2,941 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP COM | $7.99万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $7.98万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $7.97万 | 0.01% | 2,058 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $7.90万 | 0.01% | 1,601 | 1,350 | 537.8% | $6.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $7.90万 | 0.01% | 770 | 1 | 0.1% | $103 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $7.80万 | 0.01% | 196 | -186 | -48.7% | -$7.40万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $7.78万 | 0.01% | 750 | 250 | 50.0% | $2.59万 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $7.67万 | 0.01% | 1,468 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $7.67万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $7.65万 | 0.01% | 362 | 1 | 0.3% | $211 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $7.64万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $7.63万 | 0.01% | 402 | 1 | 0.2% | $190 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $7.53万 | 0.01% | 2,088 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $7.46万 | 0.01% | 1,552 | 6 | 0.4% | $288 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $7.42万 | 0.01% | 452 | 379 | 519.2% | $6.22万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $7.37万 | 0.01% | 422 | 138 | 48.6% | $2.41万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $7.29万 | 0.01% | 268 | 1 | 0.4% | $272 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $7.24万 | 0.01% | 1,880 | -500 | -21.0% | -$1.93万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $7.21万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $7.20万 | 0.01% | 348 | 2 | 0.6% | $414 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $7.20万 | 0.01% | 2,672 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $7.15万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $7.11万 | 0.01% | 772 | -100 | -11.5% | -$9,216 | 减仓 |
| D | DOMINION ENERGY INC COM | $7.09万 | 0.01% | 1,147 | 9 | 0.8% | $556 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7.09万 | 0.01% | 885 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7.06万 | 0.01% | 539 | -93 | -14.7% | -$1.22万 | 减仓 |
| TGT | TARGET CORP COM | $7.04万 | 0.01% | 581 | -64 | -9.9% | -$7,755 | 减仓 |
| — | OFS CAP CORP COM | $6.98万 | 0.01% | 19,672 | 927 | 4.9% | $3,291 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $6.98万 | 0.01% | 970 | -950 | -49.5% | -$6.83万 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $6.86万 | 0.01% | 886 | 391 | 79.0% | $3.03万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $6.86万 | 0.01% | 719 | 4 | 0.6% | $382 | 加仓 |
| ADSK | AUTODESK INC COM | $6.80万 | 0.01% | 284 | -2 | -0.7% | -$479 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $6.73万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $6.69万 | 0.01% | 1,337 | 1 | 0.1% | $50 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $6.55万 | 0.01% | 4,834 | 46 | 1.0% | $623 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $6.43万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $6.31万 | 0.01% | 254 | 1 | 0.4% | $248 | 加仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $6.30万 | 0.01% | 2,065 | 5 | 0.2% | $153 | 加仓 |
| CTVA | CORTEVA INC COM | $6.17万 | 0.01% | 737 | 0 | 0.0% | — | 不变 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $6.12万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $6.06万 | 0.01% | 1,424 | -2,534 | -64.0% | -$10.78万 | 减仓 |
| OKE | ONEOK INC NEW COM | $6.04万 | 0.01% | 668 | 158 | 31.0% | $1.43万 | 加仓 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $5.99万 | 0.01% | 12,166 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $5.82万 | 0.01% | 150 | -100 | -40.0% | -$3.88万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $5.82万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $5.82万 | 0.01% | 3,271 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $5.82万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $5.80万 | 0.01% | 700 | -725 | -50.9% | -$6.00万 | 减仓 |
| — | US VEGAN CLIMATE ETF | $5.65万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.63万 | 0.01% | 450 | 72 | 19.0% | $9,008 | 加仓 |
| HAS | HASBRO INC COM | $5.61万 | 0.01% | 599 | 4 | 0.7% | $374 | 加仓 |
| OKLO | OKLO INC COM CL A | $5.57万 | 0.01% | 1,123 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $5.54万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $5.49万 | 0.01% | 821 | 2 | 0.2% | $134 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5.44万 | 0.01% | 2,123 | 2,123 | — | $5.44万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $5.41万 | 0.01% | 1,010 | 7 | 0.7% | $375 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $5.37万 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $5.37万 | 0.01% | 1,300 | 13 | 1.0% | $537 | 加仓 |
| MO | ALTRIA GROUP INC COM | $5.37万 | 0.01% | 814 | -352 | -30.2% | -$2.32万 | 减仓 |
| CMI | CUMMINS INC COM | $5.35万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $5.35万 | 0.01% | 547 | 5 | 0.9% | $489 | 加仓 |
| GLW | CORNING INC COM | $5.33万 | 0.01% | 392 | 1 | 0.3% | $136 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $5.30万 | 0.01% | 290 | -44 | -13.2% | -$8,038 | 减仓 |
| — | DIREXION DAILY META BULL 2X ETF | $5.29万 | 0.01% | 2,364 | 515 | 27.9% | $1.15万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $5.10万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $5.09万 | 0.01% | 155 | -4 | -2.5% | -$1,315 | 减仓 |
| RDDT | REDDIT INC CL A | $5.09万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $5.08万 | 0.01% | 2,347 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $5.05万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $4.97万 | 0.01% | 560 | 333 | 146.7% | $2.95万 | 加仓 |
| ENB | ENBRIDGE INC COM | $4.95万 | 0.01% | 915 | 608 | 198.0% | $3.29万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $4.95万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $4.93万 | 0.01% | 450 | 450 | — | $4.93万 | 新建仓 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $4.92万 | 0.01% | 595 | 1 | 0.2% | $83 | 加仓 |
| GNTX | GENTEX CORP COM | $4.92万 | 0.01% | 2,253 | 3 | 0.1% | $66 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $4.92万 | 0.01% | 537 | 1 | 0.2% | $92 | 加仓 |
| YUM | YUM BRANDS INC COM | $4.86万 | 0.01% | 312 | 1 | 0.3% | $156 | 加仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $4.83万 | 0.01% | 499 | 1 | 0.2% | $97 | 加仓 |
| POOL | POOL CORP COM | $4.78万 | 0.01% | 236 | -1 | -0.4% | -$202 | 减仓 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $4.76万 | 0.01% | 531 | 1 | 0.2% | $90 | 加仓 |