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 |
|---|---|---|---|---|---|---|---|---|
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $9,645 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $9,640 | 0.00% | 200 | -150 | -42.9% | -$7,230 | 减仓 |
| IONQ | IONQ INC COM | $9,629 | 0.00% | 334 | 121 | 56.8% | $3,488 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $9,613 | 0.00% | 116 | 116 | — | $9,613 | 新建仓 |
| VV | VANGUARD LARGE-CAP ETF | $9,513 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC COM | $9,464 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $9,322 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $9,255 | 0.00% | 198 | -1,225 | -86.1% | -$5.73万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $9,244 | 0.00% | 793 | 20 | 2.6% | $233 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $9,095 | 0.00% | 721 | 17 | 2.4% | $214 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $8,905 | 0.00% | 165 | -1,960 | -92.2% | -$10.58万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $8,896 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $8,613 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $8,520 | 0.00% | 445 | 11 | 2.5% | $211 | 加仓 |
| GRMN | GARMIN LTD SHS | $8,453 | 0.00% | 36 | -136 | -79.1% | -$3.19万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $8,382 | 0.00% | 142 | -3 | -2.1% | -$177 | 减仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $8,372 | 0.00% | 338 | -896 | -72.6% | -$2.22万 | 减仓 |
| KVUE | KENVUE INC COM | $8,292 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | $8,190 | 0.00% | 219 | -338 | -60.7% | -$1.26万 | 减仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $8,170 | 0.00% | 243 | -330 | -57.6% | -$1.11万 | 减仓 |
| PRN | INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF | $8,158 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $8,134 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $8,057 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $8,013 | 0.00% | 593 | 1 | 0.2% | $14 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $7,986 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $7,606 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $7,373 | 0.00% | 155 | 155 | — | $7,373 | 新建仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $7,281 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $7,240 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $7,224 | 0.00% | 137 | -627 | -82.1% | -$3.31万 | 减仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $7,158 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $7,127 | 0.00% | 226 | 1 | 0.4% | $32 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $6,839 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $6,795 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $6,765 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC COM | $6,720 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,518 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $6,417 | 0.00% | 300 | 100 | 50.0% | $2,139 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $6,395 | 0.00% | 159 | -4 | -2.5% | -$161 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $6,389 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EXTR | EXTREME NETWORKS INC COM | $6,032 | 0.00% | 400 | 100 | 33.3% | $1,508 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $6,021 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOBAL COM | $5,970 | 0.00% | 680 | 15 | 2.3% | $132 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $5,867 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $5,755 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $5,563 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $5,476 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $5,368 | 0.00% | 145 | 145 | — | $5,368 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $5,356 | 0.00% | 200 | 200 | — | $5,356 | 新建仓 |
| BKU | BANKUNITED INC COM | $5,322 | 0.00% | 118 | 1 | 0.9% | $45 | 加仓 |
| SMTH | ALPS/SMITH CORE PLUS BOND ETF | $5,315 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW ADR | $5,194 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $5,070 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $4,996 | 0.00% | 337 | 2 | 0.6% | $30 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $4,877 | 0.00% | 338 | 25 | 8.0% | $361 | 加仓 |
| — | JLENS 500 JEWISH ADVOCACY U.S. ETF | $4,756 | 0.00% | 174 | 174 | — | $4,756 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $4,727 | 0.00% | 73 | 2 | 2.8% | $130 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $4,674 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $4,625 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $4,520 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $4,498 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $4,408 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $4,289 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $4,280 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $4,254 | 0.00% | 303 | 25 | 9.0% | $351 | 加仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $4,153 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $4,045 | 0.00% | 50 | -50 | -50.0% | -$4,045 | 减仓 |
| TMUS | T-MOBILE US INC COM | $3,991 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $3,977 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $3,963 | 0.00% | 90 | 1 | 1.1% | $44 | 加仓 |
| — | EGAIN CORP COM NEW | $3,945 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $3,770 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $3,741 | 0.00% | 16 | -154 | -90.6% | -$3.60万 | 减仓 |
| — | MICROVISION INC DEL COM NEW | $3,736 | 0.00% | 5,827 | -630 | -9.8% | -$404 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $3,727 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INTER MUNI COM | $3,709 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $3,678 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $3,647 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL SMALL & MID CAP COM | $3,635 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC COM | $3,514 | 0.00% | 513 | 50 | 10.8% | $342 | 加仓 |
| LINE | LINEAGE INC COM | $3,491 | 0.00% | 107 | 2 | 1.9% | $65 | 加仓 |
| APA | APA CORPORATION COM | $3,395 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $3,317 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $3,283 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3,275 | 0.00% | 39 | 1 | 2.6% | $84 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $3,123 | 0.00% | 182 | 3 | 1.7% | $51 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | $3,094 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3,002 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SIFY TECHNOLOGIES LTD SPONSORED ADR | $2,942 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $2,885 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $2,845 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2,713 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $2,705 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $2,704 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $2,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $2,653 | 0.00% | 265 | -1,070 | -80.1% | -$1.07万 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $2,462 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $2,416 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,386 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC COM | $2,385 | 0.00% | 37 | 0 | 0.0% | — | 不变 |