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 |
|---|---|---|---|---|---|---|---|---|
| ALX | ALEXANDERS INC COM | $2,362 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $2,304 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $2,299 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2,298 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2,185 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $2,185 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,179 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $2,135 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $2,119 | 0.00% | 33 | 33 | — | $2,119 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $2,104 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $2,079 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,064 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | $1,987 | 0.00% | 39 | 39 | — | $1,987 | 新建仓 |
| GAP | GAP INC COM | $1,973 | 0.00% | 82 | 1 | 1.2% | $24 | 加仓 |
| DCRE | DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | $1,958 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1,933 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1,879 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INT | $1,848 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,800 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1,747 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1,746 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $1,625 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $1,507 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,445 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $1,435 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY COM NEW | $1,428 | 0.00% | 23 | -294 | -92.7% | -$1.83万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $1,427 | 0.00% | 63 | 1 | 1.6% | $23 | 加仓 |
| AIZ | ASSURANT INC COM | $1,422 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $1,394 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $1,298 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $1,290 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,286 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $1,272 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR SH BEN INT | $1,255 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $1,250 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $1,212 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $1,191 | 0.00% | 4 | 4 | — | $1,191 | 新建仓 |
| — | KULR TECHNOLOGY GROUP INC COM | $1,185 | 0.00% | 500 | 150 | 42.9% | $356 | 加仓 |
| F | FORD MTR CO COM | $1,154 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $1,153 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $1,129 | 0.00% | 45 | 1 | 2.3% | $25 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $1,129 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $1,128 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,125 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1,105 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $1,094 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $1,070 | 0.00% | 179 | -3 | -1.6% | -$18 | 减仓 |
| CME | CME GROUP INC COM | $1,045 | 0.00% | 4 | -32 | -88.9% | -$8,360 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $991 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $977 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $950 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $940 | 0.00% | 274 | 4 | 1.5% | $14 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $928 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $912 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY INDIA INVT FD COM | $864 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $864 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ACTIVEBETA EUROPE EQUITY ETF | $859 | 0.00% | 19 | 19 | — | $859 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD COM | $854 | 0.00% | 195 | 8 | 4.3% | $35 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $838 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $830 | 0.00% | 15 | 15 | — | $830 | 新建仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $820 | 0.00% | 16 | 16 | — | $820 | 新建仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $816 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $810 | 0.00% | 22 | 22 | — | $810 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $731 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR COM | $726 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRASHORT FTSE CHINA 50 | $723 | 0.00% | 36 | 1 | 2.9% | $20 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $642 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ACTIVEBETA JAPAN EQUITY ETF | $633 | 0.00% | 13 | 13 | — | $633 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $625 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MFS INTER HIGH INCOME FD SH BEN INT | $625 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $620 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $593 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $590 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $557 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE & WELLNESS SHS | $543 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $536 | 0.00% | 27 | 1 | 3.8% | $20 | 加仓 |
| SYY | SYSCO CORP COM | $499 | 0.00% | 7 | -130 | -94.9% | -$9,267 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $493 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $487 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $464 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $462 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $460 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $444 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $434 | 0.00% | 4 | -191 | -97.9% | -$2.07万 | 减仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $407 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $396 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $384 | 0.00% | 2 | 2 | — | $384 | 新建仓 |
| XYL | XYLEM INC COM | $379 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $376 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $339 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $337 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $334 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF | $333 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC COM NEW | $332 | 0.00% | 5 | -5 | -50.0% | -$332 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $330 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $326 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $319 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $318 | 0.00% | 8 | 8 | — | $318 | 新建仓 |
| — | ASSERTIO HOLDINGS INC COM NEW | $305 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $300 | 0.00% | 13 | 0 | 0.0% | — | 不变 |