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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC COM CL A | $2.22万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $2.20万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $2.19万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2.18万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $2.17万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| — | NICHOLAS CRYPTO INCOME ETF | $2.16万 | 0.00% | 1,667 | 424 | 34.1% | $5,492 | 加仓 |
| CVS | CVS HEALTH CORP COM | $2.15万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $2.11万 | 0.00% | 72 | -47 | -39.5% | -$1.38万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $2.10万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | $2.09万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $2.07万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $2.04万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $2.02万 | 0.00% | 364 | 4 | 1.1% | $222 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $2.00万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $1.98万 | 0.00% | 362 | 1 | 0.3% | $55 | 加仓 |
| O | REALTY INCOME CORP COM | $1.96万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.92万 | 0.00% | 600 | -1,000 | -62.5% | -$3.20万 | 减仓 |
| FIG | FIGMA INC CLASS A COM STK | $1.90万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO COM | $1.89万 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1.86万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE SOLANA STAKING ETF | $1.84万 | 0.00% | 3,000 | 3,000 | — | $1.84万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $1.84万 | 0.00% | 1,142 | 1,142 | — | $1.84万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.81万 | 0.00% | 340 | 3 | 0.9% | $160 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $1.81万 | 0.00% | 724 | 8 | 1.1% | $200 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1.79万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.77万 | 0.00% | 1,627 | 25 | 1.6% | $272 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.74万 | 0.00% | 303 | 2 | 0.7% | $115 | 加仓 |
| AON | AON PLC SHS CL A | $1.74万 | 0.00% | 54 | -3 | -5.3% | -$968 | 减仓 |
| EIX | EDISON INTL COM | $1.74万 | 0.00% | 237 | -60 | -20.2% | -$4,397 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $1.71万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.71万 | 0.00% | 227 | 101 | 80.2% | $7,593 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.70万 | 0.00% | 200 | -150 | -42.9% | -$1.27万 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1.67万 | 0.00% | 914 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.64万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| GRNJ | FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF | $1.63万 | 0.00% | 653 | 148 | 29.3% | $3,702 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.63万 | 0.00% | 90 | 1 | 1.1% | $181 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1.62万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $1.61万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $1.60万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $1.60万 | 0.00% | 400 | 400 | — | $1.60万 | 新建仓 |
| BBY | BEST BUY INC COM | $1.59万 | 0.00% | 248 | -125 | -33.5% | -$8,016 | 减仓 |
| IOT | SAMSARA INC COM CL A | $1.58万 | 0.00% | 500 | 500 | — | $1.58万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.58万 | 0.00% | 1,000 | 1,000 | — | $1.58万 | 新建仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $1.58万 | 0.00% | 600 | 4 | 0.7% | $105 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $1.53万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM S COM | $1.53万 | 0.00% | 985 | 18 | 1.9% | $279 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH BDC COM | $1.50万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.49万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $1.47万 | 0.00% | 362 | 1 | 0.3% | $41 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.46万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $1.45万 | 0.00% | 136 | 136 | — | $1.45万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $1.45万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.43万 | 0.00% | 21 | 3 | 16.7% | $2,047 | 重新持有 |
| FDX | FEDEX CORP COM | $1.42万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $1.41万 | 0.00% | 4,566 | 4,566 | — | $1.41万 | 新建仓 |
| — | GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF | $1.39万 | 0.00% | 337 | 15 | 4.7% | $620 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1.33万 | 0.00% | 753 | 16 | 2.2% | $282 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $1.32万 | 0.00% | 369 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.31万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.30万 | 0.00% | 400 | 150 | 60.0% | $4,881 | 加仓 |
| — | PROFOUND MED CORP COM NEW | $1.30万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | SYNERGY CHC CORP COM NEW | $1.29万 | 0.00% | 10,000 | 10,000 | — | $1.29万 | 新建仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $1.29万 | 0.00% | 129 | 7 | 5.7% | $699 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.28万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $1.28万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $1.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $1.24万 | 0.00% | 235 | 5 | 2.2% | $264 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.24万 | 0.00% | 373 | 1 | 0.3% | $33 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.24万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1.23万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $1.22万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.21万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC COM | $1.20万 | 0.00% | 836 | 11 | 1.3% | $158 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1.20万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1.19万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.18万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN COM | $1.17万 | 0.00% | 1,007 | 12 | 1.2% | $140 | 加仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $1.17万 | 0.00% | 451 | 2 | 0.4% | $52 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $1.17万 | 0.00% | 179 | -1,586 | -89.9% | -$10.35万 | 减仓 |
| FSK | FS KKR CAP CORP COM | $1.17万 | 0.00% | 1,147 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $1.16万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $1.16万 | 0.00% | 234 | 24 | 11.4% | $1,185 | 加仓 |
| — | CVD EQUIP CORP COM | $1.15万 | 0.00% | 2,771 | 2,771 | — | $1.15万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.15万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.14万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1.13万 | 0.00% | 106 | 19 | 21.8% | $2,017 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $1.12万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1.12万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $1.11万 | 0.00% | 202 | -75 | -27.1% | -$4,138 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $1.11万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.10万 | 0.00% | 2,104 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO COM | $1.09万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.08万 | 0.00% | 960 | 387 | 67.5% | $4,365 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1.08万 | 0.00% | 313 | 313 | — | $1.08万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1.07万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.04万 | 0.00% | 139 | -45 | -24.5% | -$3,352 | 减仓 |
| — | INVESCO S&P SMALLCAP HEALTH CARE ETF | $9,875 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $9,724 | 0.00% | 40 | -2 | -4.8% | -$486 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,703 | 0.00% | 408 | 1 | 0.2% | $24 | 加仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $9,670 | 0.00% | 286 | 0 | 0.0% | — | 不变 |