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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $6.45万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $6.41万 | 0.01% | 255 | 1 | 0.4% | $251 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.37万 | 0.01% | 512 | -27 | -5.0% | -$3,360 | 减仓 |
| TGT | TARGET CORP COM | $6.23万 | 0.01% | 477 | -104 | -17.9% | -$1.36万 | 减仓 |
| CTVA | CORTEVA INC COM | $6.17万 | 0.01% | 729 | -8 | -1.1% | -$677 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $6.17万 | 0.01% | 422 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY MSFT BULL 2X ETF | $6.14万 | 0.01% | 2,778 | 1,099 | 65.5% | $2.43万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $6.11万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.09万 | 0.00% | 637 | 237 | 59.2% | $2.27万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $6.05万 | 0.00% | 774 | -3 | -0.4% | -$235 | 减仓 |
| OKLO | OKLO INC COM CL A | $6.01万 | 0.00% | 1,148 | 25 | 2.2% | $1,308 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $5.96万 | 0.00% | 657 | -113 | -14.7% | -$1.02万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $5.94万 | 0.00% | 551 | 4 | 0.7% | $431 | 加仓 |
| MO | ALTRIA GROUP INC COM | $5.93万 | 0.00% | 824 | 10 | 1.2% | $719 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5.92万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $5.91万 | 0.00% | 716 | 117 | 19.5% | $9,664 | 加仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $5.86万 | 0.00% | 1,764 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.83万 | 0.00% | 1,750 | -16,021 | -90.2% | -$53.33万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $5.82万 | 0.00% | 539 | 2 | 0.4% | $216 | 加仓 |
| VST | VISTRA CORP COM | $5.75万 | 0.00% | 362 | 122 | 50.8% | $1.94万 | 加仓 |
| GNTX | GENTEX CORP COM | $5.70万 | 0.00% | 2,256 | 3 | 0.1% | $76 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $5.61万 | 0.00% | 539 | -10 | -1.8% | -$1,041 | 减仓 |
| — | GLOBAL X GURU INDEX ETF | $5.60万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $5.52万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF | $5.49万 | 0.00% | 533 | 2 | 0.4% | $206 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $5.41万 | 0.00% | 5,518 | 88 | 1.6% | $863 | 加仓 |
| GCOR | GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF | $5.41万 | 0.00% | 1,313 | 13 | 1.0% | $535 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $5.40万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.39万 | 0.00% | 380 | -70 | -15.6% | -$9,928 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $5.38万 | 0.00% | 746 | -224 | -23.1% | -$1.62万 | 减仓 |
| NUE | NUCOR CORP COM | $5.38万 | 0.00% | 242 | 1 | 0.4% | $222 | 加仓 |
| SYK | STRYKER CORPORATION COM | $5.36万 | 0.00% | 170 | 15 | 9.7% | $4,728 | 加仓 |
| — | DIREXION DAILY NVDA BULL 2X ETF | $5.31万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $5.31万 | 0.00% | 1,166 | -258 | -18.1% | -$1.17万 | 减仓 |
| — | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND | $5.16万 | 0.00% | 606 | 11 | 1.8% | $937 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.12万 | 0.00% | 223 | 23 | 11.5% | $5,280 | 加仓 |
| QNT | QUANTINUUM INC CL A COM | $5.11万 | 0.00% | 625 | 625 | — | $5.11万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $5.11万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $5.10万 | 0.00% | 502 | 208 | 70.7% | $2.11万 | 加仓 |
| POOL | POOL CORP COM | $5.07万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.05万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $5.03万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $4.96万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $4.89万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $4.82万 | 0.00% | 325 | 325 | — | $4.82万 | 新建仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $4.78万 | 0.00% | 628 | -10 | -1.6% | -$761 | 减仓 |
| COHR | COHERENT CORP COM | $4.77万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $4.68万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4.67万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $4.66万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $4.60万 | 0.00% | 650 | 650 | — | $4.60万 | 新建仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4.54万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.52万 | 0.00% | 528 | 1 | 0.2% | $86 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $4.44万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.40万 | 0.00% | 970 | 2 | 0.2% | $91 | 加仓 |
| SO | SOUTHERN CO COM | $4.39万 | 0.00% | 458 | 2 | 0.4% | $192 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $4.39万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4.34万 | 0.00% | 433 | -185 | -29.9% | -$1.86万 | 减仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $4.30万 | 0.00% | 592 | 3 | 0.5% | $218 | 加仓 |
| — | NUVEEN NY AMT FREE COM | $4.30万 | 0.00% | 4,010 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.30万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $4.08万 | 0.00% | 278 | 2 | 0.7% | $293 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4.03万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $4.03万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $3.98万 | 0.00% | 426 | 1 | 0.2% | $93 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $3.94万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $3.90万 | 0.00% | 217 | 1 | 0.5% | $180 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $3.89万 | 0.00% | 564 | -257 | -31.3% | -$1.77万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3.87万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | BARINGS GLOBAL SHORT DURATION COM | $3.86万 | 0.00% | 2,737 | 70 | 2.6% | $987 | 加仓 |
| CB | CHUBB LIMITED COM | $3.82万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| TBLD | THORNBURG INCM BUILDER OPP TR COM | $3.82万 | 0.00% | 1,729 | 24 | 1.4% | $530 | 加仓 |
| INGR | INGREDION INC COM | $3.79万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $3.79万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $3.78万 | 0.00% | 110 | 78 | 243.8% | $2.68万 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $3.74万 | 0.00% | 1,065 | 101 | 10.5% | $3,547 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $3.73万 | 0.00% | 1,000 | 1,000 | — | $3.73万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.73万 | 0.00% | 101 | -746 | -88.1% | -$27.53万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $3.64万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $3.57万 | 0.00% | 827 | -56 | -6.3% | -$2,418 | 减仓 |
| YUM | YUM BRANDS INC COM | $3.51万 | 0.00% | 220 | -92 | -29.5% | -$1.47万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.51万 | 0.00% | 1,463 | 1,125 | 332.8% | $2.70万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $3.49万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $3.46万 | 0.00% | 786 | -281 | -26.3% | -$1.24万 | 减仓 |
| — | DIREXION DAILY AAPL BULL 2X ETF | $3.44万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.43万 | 0.00% | 69 | 69 | — | $3.43万 | 新建仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $3.38万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $3.35万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $3.31万 | 0.00% | 689 | 78 | 12.8% | $3,746 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $3.23万 | 0.00% | 244 | -32 | -11.6% | -$4,231 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $3.17万 | 0.00% | 266 | 266 | — | $3.17万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $3.16万 | 0.00% | 166 | -1 | -0.6% | -$191 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $3.13万 | 0.00% | 2,364 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $3.12万 | 0.00% | 800 | 400 | 100.0% | $1.56万 | 加仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $3.11万 | 0.00% | 344 | 1 | 0.3% | $90 | 加仓 |
| — | VANECK ENVIRONMENTAL SERVICES ETF | $3.07万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $3.06万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $3.02万 | 0.00% | 1,653 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP COM | $3.02万 | 0.00% | 407 | 103 | 33.9% | $7,645 | 加仓 |
| EWC | ISHARES MSCI CANADA ETF | $2.95万 | 0.00% | 512 | 112 | 28.0% | $6,461 | 加仓 |