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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP COM | $4.74万 | 0.01% | 1,032 | -198 | -16.1% | -$9,101 | 减仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $4.74万 | 0.01% | 1,764 | 640 | 56.9% | $1.72万 | 加仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $4.73万 | 0.01% | 407 | -137 | -25.2% | -$1.59万 | 减仓 |
| — | GLOBAL X GURU INDEX ETF | $4.71万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $4.70万 | 0.01% | 5,430 | 90 | 1.7% | $779 | 加仓 |
| — | AIR LEASE CORP CL A | $4.58万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $4.55万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $4.54万 | 0.01% | 1,995 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $4.53万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $4.51万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4.46万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.44万 | 0.00% | 968 | 718 | 287.2% | $3.29万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $4.44万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $4.40万 | 0.00% | 456 | 2 | 0.4% | $193 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.36万 | 0.00% | 1,067 | -471 | -30.6% | -$1.92万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.34万 | 0.00% | 577 | 1 | 0.2% | $75 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $4.33万 | 0.00% | 200 | 100 | 100.0% | $2.17万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $4.33万 | 0.00% | 867 | -543 | -38.5% | -$2.71万 | 减仓 |
| — | DIREXION DAILY NVDA BULL 2X ETF | $4.32万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $4.30万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4.28万 | 0.00% | 618 | -350 | -36.2% | -$2.43万 | 减仓 |
| IEV | ISHARES EUROPE ETF | $4.16万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $4.12万 | 0.00% | 589 | 3 | 0.5% | $210 | 加仓 |
| — | NUVEEN NY AMT FREE COM | $4.09万 | 0.00% | 4,010 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $4.08万 | 0.00% | 241 | 1 | 0.4% | $169 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.06万 | 0.00% | 527 | -860 | -62.0% | -$6.63万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $4.00万 | 0.00% | 883 | 7 | 0.8% | $317 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $3.95万 | 0.00% | 810 | 4 | 0.5% | $195 | 加仓 |
| MET | METLIFE INC COM | $3.91万 | 0.00% | 553 | 5 | 0.9% | $353 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $3.88万 | 0.00% | 216 | 3 | 1.4% | $540 | 加仓 |
| — | DIREXION DAILY MSFT BULL 2X ETF | $3.86万 | 0.00% | 1,679 | -1,037 | -38.2% | -$2.39万 | 减仓 |
| TXT | TEXTRON INC COM | $3.84万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3.83万 | 0.00% | 3,562 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $3.72万 | 0.00% | 276 | 2 | 0.7% | $269 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $3.66万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $3.65万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | BARINGS GLOBAL SHORT DURATION COM | $3.64万 | 0.00% | 2,667 | 65 | 2.5% | $888 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $3.63万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $3.61万 | 0.00% | 240 | -125 | -34.2% | -$1.88万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $3.61万 | 0.00% | 555 | 400 | 258.1% | $2.60万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP TR COM | $3.61万 | 0.00% | 1,705 | 24 | 1.4% | $508 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $3.59万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3.58万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $3.55万 | 0.00% | 2,364 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $3.51万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3.48万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $3.48万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $3.44万 | 0.00% | 294 | 294 | — | $3.44万 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $3.42万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $3.38万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $3.31万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $3.30万 | 0.00% | 52 | 27 | 108.0% | $1.72万 | 加仓 |
| NEM | NEWMONT CORP COM | $3.23万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $3.19万 | 0.00% | 549 | -21 | -3.7% | -$1,219 | 减仓 |
| DHR | DANAHER CORP DEL COM | $3.17万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $3.13万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $3.10万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $3.07万 | 0.00% | 964 | 171 | 21.6% | $5,444 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $2.98万 | 0.00% | 361 | 2 | 0.6% | $165 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $2.97万 | 0.00% | 638 | -21 | -3.2% | -$978 | 减仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $2.97万 | 0.00% | 1,653 | -2,028 | -55.1% | -$3.64万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2.91万 | 0.00% | 1,426 | 22 | 1.6% | $449 | 加仓 |
| COHR | COHERENT CORP COM | $2.88万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| — | VANECK ENVIRONMENTAL SERVICES ETF | $2.88万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $2.84万 | 0.00% | 343 | 1 | 0.3% | $83 | 加仓 |
| FAST | FASTENAL CO COM | $2.83万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $2.82万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY AAPL BULL 2X ETF | $2.77万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.73万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.71万 | 0.00% | 207 | -1 | -0.5% | -$131 | 减仓 |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $2.67万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $2.65万 | 0.00% | 569 | -22 | -3.7% | -$1,026 | 减仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $2.65万 | 0.00% | 1,266 | 19 | 1.5% | $397 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $2.63万 | 0.00% | 609 | 16 | 2.7% | $690 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD II COM | $2.62万 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $2.60万 | 0.00% | 151 | 1 | 0.7% | $172 | 加仓 |
| — | GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF | $2.57万 | 0.00% | 456 | 1 | 0.2% | $56 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2.52万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $2.51万 | 0.00% | 348 | 1 | 0.3% | $72 | 加仓 |
| SR | SPIRE INC COM | $2.42万 | 0.00% | 267 | 3 | 1.1% | $272 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $2.40万 | 0.00% | 2,215 | 64 | 3.0% | $693 | 加仓 |
| EXC | EXELON CORP COM | $2.40万 | 0.00% | 489 | 3 | 0.6% | $147 | 加仓 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $2.40万 | 0.00% | 523 | 48 | 10.1% | $2,200 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.39万 | 0.00% | 390 | 2 | 0.5% | $123 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $2.37万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $2.37万 | 0.00% | 581 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $2.37万 | 0.00% | 123 | -70 | -36.3% | -$1.35万 | 减仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $2.35万 | 0.00% | 315 | 9 | 2.9% | $671 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.34万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $2.33万 | 0.00% | 1,551 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $2.33万 | 0.00% | 540 | 22 | 4.2% | $950 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.30万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $2.29万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $2.28万 | 0.00% | 1,894 | 31 | 1.7% | $374 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $2.26万 | 0.00% | 1,256 | -84 | -6.3% | -$1,513 | 减仓 |
| SNPS | SYNOPSYS INC COM | $2.26万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $2.25万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $2.24万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| EQL | ALPS EQUAL SECTOR WEIGHT ETF | $2.24万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP COM | $2.23万 | 0.00% | 304 | 37 | 13.9% | $2,716 | 加仓 |