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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC COM | $15.73万 | 0.01% | 419 | 8 | 1.9% | $3,003 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $15.68万 | 0.01% | 21,604 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $15.67万 | 0.01% | 30,968 | 553 | 1.8% | $2,798 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $15.58万 | 0.01% | 1,668 | 9 | 0.5% | $841 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $15.52万 | 0.01% | 391 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $15.44万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $15.25万 | 0.01% | 296 | 100 | 51.0% | $5.15万 | 加仓 |
| GM | GENERAL MTRS CO COM | $15.24万 | 0.01% | 1,977 | 61 | 3.2% | $4,701 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $15.23万 | 0.01% | 1,854 | 16 | 0.9% | $1,314 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $15.21万 | 0.01% | 296 | -12 | -3.9% | -$6,166 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $15.16万 | 0.01% | 2,923 | 42 | 1.5% | $2,179 | 加仓 |
| DTE | DTE ENERGY CO COM | $15.11万 | 0.01% | 991 | 4 | 0.4% | $610 | 加仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $15.06万 | 0.01% | 5,308 | 274 | 5.4% | $7,776 | 加仓 |
| GLD | SPDR GOLD SHARES | $14.62万 | 0.01% | 397 | -57 | -12.6% | -$2.10万 | 减仓 |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | $14.49万 | 0.01% | 2,821 | 86 | 3.1% | $4,416 | 加仓 |
| PFE | PFIZER INC COM | $14.43万 | 0.01% | 5,991 | -1,481 | -19.8% | -$3.57万 | 减仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $14.28万 | 0.01% | 3,030 | 30 | 1.0% | $1,414 | 加仓 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $14.15万 | 0.01% | 1,903 | 26 | 1.4% | $1,933 | 加仓 |
| TJX | TJX COS INC NEW COM | $14.13万 | 0.01% | 933 | 164 | 21.3% | $2.48万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $13.90万 | 0.01% | 1,812 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $13.72万 | 0.01% | 1,792 | -386 | -17.7% | -$2.95万 | 减仓 |
| CI | THE CIGNA GROUP COM | $13.69万 | 0.01% | 497 | -33 | -6.2% | -$9,091 | 减仓 |
| EBAY | EBAY INC. COM | $13.25万 | 0.01% | 1,186 | -59 | -4.7% | -$6,593 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $12.99万 | 0.01% | 1,028 | 6 | 0.6% | $758 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $12.86万 | 0.01% | 4,385 | 2,390 | 119.8% | $7.01万 | 加仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $12.74万 | 0.01% | 3,839 | 7 | 0.2% | $232 | 加仓 |
| GGLL | DIREXION DAILY GOOGL BULL 2X ETF | $12.72万 | 0.01% | 1,119 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $12.59万 | 0.01% | 935 | -300 | -24.3% | -$4.04万 | 减仓 |
| OSK | OSHKOSH CORP COM | $12.51万 | 0.01% | 815 | -55 | -6.3% | -$8,441 | 减仓 |
| MCK | MCKESSON CORP COM | $12.47万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $12.33万 | 0.01% | 6,147 | 6,147 | — | $12.33万 | 新建仓 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $12.32万 | 0.01% | 2,640 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $12.06万 | 0.01% | 2,938 | -253 | -7.9% | -$1.04万 | 减仓 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $11.91万 | 0.01% | 2,510 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $11.49万 | 0.01% | 8,652 | 8,648 | 216,200.0% | $11.48万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC COM | $11.38万 | 0.01% | 462 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $11.37万 | 0.01% | 50 | -2 | -3.8% | -$4,547 | 减仓 |
| GFF | GRIFFON CORP COM | $11.12万 | 0.01% | 1,140 | 40 | 3.6% | $3,901 | 加仓 |
| NOW | SERVICENOW INC COM | $10.98万 | 0.01% | 1,106 | -11,309 | -91.1% | -$112.28万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $10.88万 | 0.01% | 6,069 | 635 | 11.7% | $1.14万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $10.70万 | 0.01% | 2,119 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY AI POWERED EQUITY ETF | $10.46万 | 0.01% | 2,115 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $10.37万 | 0.01% | 1,468 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $10.20万 | 0.01% | 375 | 375 | — | $10.20万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $10.18万 | 0.01% | 2,013 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $10.15万 | 0.01% | 426 | 41 | 10.6% | $9,769 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $10.06万 | 0.01% | 2,210 | -189 | -7.9% | -$8,603 | 减仓 |
| GLW | CORNING INC COM | $10.02万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $9.94万 | 0.01% | 389 | 1 | 0.3% | $256 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $9.90万 | 0.01% | 1,984 | -734 | -27.0% | -$3.66万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9.75万 | 0.01% | 1,219 | -13 | -1.1% | -$1,040 | 减仓 |
| CRM | SALESFORCE INC COM | $9.70万 | 0.01% | 619 | -118 | -16.0% | -$1.85万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $9.62万 | 0.01% | 1,107 | 0 | 0.0% | — | 不变 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $9.60万 | 0.01% | 6,783 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $9.53万 | 0.01% | 3,430 | -440 | -11.4% | -$1.22万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $9.45万 | 0.01% | 1,768 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $9.11万 | 0.01% | 383 | -50 | -11.5% | -$1.19万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $9.10万 | 0.01% | 636 | -30 | -4.5% | -$4,294 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $9.09万 | 0.01% | 406 | -112 | -21.6% | -$2.51万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $9.08万 | 0.01% | 126 | 20 | 18.9% | $1.44万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8.93万 | 0.01% | 404 | 2 | 0.5% | $442 | 加仓 |
| ADBE | ADOBE INC COM | $8.73万 | 0.01% | 426 | -6 | -1.4% | -$1,230 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $8.62万 | 0.01% | 363 | 1 | 0.3% | $238 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $8.59万 | 0.01% | 543 | -95,973 | -99.4% | -$1,518.78万 | 减仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $8.58万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $8.57万 | 0.01% | 1,514 | 8 | 0.5% | $453 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $8.54万 | 0.01% | 195 | 21 | 12.1% | $9,196 | 加仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $8.52万 | 0.01% | 2,058 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $8.24万 | 0.01% | 346 | -2 | -0.6% | -$477 | 减仓 |
| — | US VEGAN CLIMATE ETF | $8.23万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $8.12万 | 0.01% | 3,309 | 8 | 0.2% | $196 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $8.07万 | 0.01% | 1,880 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $8.03万 | 0.01% | 269 | 1 | 0.4% | $299 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $7.95万 | 0.01% | 2,088 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $7.94万 | 0.01% | 312 | 227 | 267.1% | $5.78万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7.87万 | 0.01% | 870 | -15 | -1.7% | -$1,357 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.86万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $7.86万 | 0.01% | 2,672 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $7.84万 | 0.01% | 2,941 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $7.78万 | 0.01% | 2,018 | -47 | -2.3% | -$1,813 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $7.57万 | 0.01% | 1,563 | 11 | 0.7% | $533 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $7.39万 | 0.01% | 540 | 1 | 0.2% | $137 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $7.19万 | 0.01% | 3,271 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL COM | $7.19万 | 0.01% | 4,878 | 44 | 0.9% | $648 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $7.17万 | 0.01% | 1,350 | -251 | -15.7% | -$1.33万 | 减仓 |
| CMI | CUMMINS INC COM | $7.10万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $7.09万 | 0.01% | 1,106 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $7.03万 | 0.01% | 314 | -6,045 | -95.1% | -$135.35万 | 减仓 |
| — | OFS CAP CORP COM | $6.96万 | 0.01% | 19,672 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $6.94万 | 0.01% | 314 | 314 | — | $6.94万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $6.90万 | 0.01% | 363 | -91 | -20.0% | -$1.73万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $6.88万 | 0.01% | 1,015 | 5 | 0.5% | $339 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $6.87万 | 0.01% | 726 | 7 | 1.0% | $662 | 加仓 |
| D | DOMINION ENERGY INC COM | $6.85万 | 0.01% | 1,004 | -143 | -12.5% | -$9,763 | 减仓 |
| — | DIREXION DAILY META BULL 2X ETF | $6.81万 | 0.01% | 3,364 | 1,000 | 42.3% | $2.02万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $6.78万 | 0.01% | 3,751 | 189 | 5.3% | $3,415 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $6.77万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $6.70万 | 0.01% | 1,146 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $6.63万 | 0.01% | 1,037 | -1,617 | -60.9% | -$10.35万 | 减仓 |
| RDDT | REDDIT INC CL A | $6.56万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |