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 |
|---|---|---|---|---|---|---|---|---|
| ALK | ALASKA AIR GROUP INC COM | $5,220 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW ADR | $5,174 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC SHS | $5,060 | 0.00% | 250 | 250 | — | $5,060 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $4,996 | 0.00% | 203 | 203 | — | $4,996 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $4,904 | 0.00% | 136 | -9 | -6.2% | -$325 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $4,904 | 0.00% | 232 | 50 | 27.5% | $1,057 | 加仓 |
| WAB | WABTEC COM | $4,853 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $4,820 | 0.00% | 33 | 33 | — | $4,820 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $4,794 | 0.00% | 100 | -97 | -49.2% | -$4,650 | 减仓 |
| EVR | EVERCORE INC CLASS A | $4,780 | 0.00% | 14 | 14 | — | $4,780 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $4,763 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| — | KULR TECHNOLOGY GROUP INC COM | $4,763 | 0.00% | 1,250 | 750 | 150.0% | $2,858 | 加仓 |
| LINE | LINEAGE INC COM | $4,676 | 0.00% | 108 | 1 | 0.9% | $43 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $4,603 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $4,577 | 0.00% | 60 | 60 | — | $4,577 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $4,497 | 0.00% | 56 | -83 | -59.7% | -$6,665 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4,472 | 0.00% | 42 | 42 | — | $4,472 | 新建仓 |
| DASH | DOORDASH INC CL A | $4,429 | 0.00% | 24 | 24 | — | $4,429 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $4,394 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $4,372 | 0.00% | 92 | 2 | 2.2% | $95 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $4,360 | 0.00% | 39 | 39 | — | $4,360 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4,251 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $4,116 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL SMALL & MID CAP COM | $3,940 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $3,846 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | SIFY TECHNOLOGIES LTD SPONSORED ADR | $3,820 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $3,819 | 0.00% | 186 | 4 | 2.2% | $82 | 加仓 |
| — | WESTERN ASSET INTER MUNI COM | $3,801 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $3,788 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $3,735 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $3,726 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $3,468 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $3,426 | 0.00% | 92 | -151 | -62.1% | -$5,623 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $3,354 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $3,344 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $3,297 | 0.00% | 93 | 90 | 3,000.0% | $3,191 | 加仓 |
| MUSA | MURPHY USA INC COM | $3,233 | 0.00% | 6 | 6 | — | $3,233 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $3,187 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP COM NEW | $3,150 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $3,139 | 0.00% | 40 | -10 | -20.0% | -$785 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | $3,136 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $3,108 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $3,079 | 0.00% | 93 | 1 | 1.1% | $33 | 加仓 |
| U | UNITY SOFTWARE INC COM | $3,058 | 0.00% | 107 | 107 | — | $3,058 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC COM | $2,910 | 0.00% | 300 | -213 | -41.5% | -$2,066 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $2,830 | 0.00% | 23 | 23 | — | $2,830 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $2,827 | 0.00% | 31 | 31 | — | $2,827 | 新建仓 |
| ALX | ALEXANDERS INC COM | $2,756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,743 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $2,714 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $2,650 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2,621 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,613 | 0.00% | 231 | -105 | -31.2% | -$1,188 | 减仓 |
| — | QORVO INC COM | $2,612 | 0.00% | 28 | 28 | — | $2,612 | 新建仓 |
| APA | APA CORPORATION COM | $2,606 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2,583 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $2,557 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $2,550 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $2,507 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,423 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $2,372 | 0.00% | 539 | 139 | 34.8% | $612 | 加仓 |
| NI | NISOURCE INC COM | $2,363 | 0.00% | 50 | 1 | 2.0% | $47 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $2,306 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $2,170 | 0.00% | 16 | -38 | -70.4% | -$5,154 | 减仓 |
| OGN | ORGANON & CO COMMON STOCK | $2,157 | 0.00% | 159 | -20 | -11.2% | -$271 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $2,156 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $2,127 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $2,099 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $2,074 | 0.00% | 61 | -539 | -89.8% | -$1.83万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC COM | $2,069 | 0.00% | 54 | -105 | -66.0% | -$4,023 | 减仓 |
| ZG | ZILLOW GROUP INC CL A | $2,039 | 0.00% | 65 | 65 | — | $2,039 | 新建仓 |
| CHWY | CHEWY INC CL A | $1,965 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $1,866 | 0.00% | 200 | -65 | -24.5% | -$606 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,844 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1,841 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $1,835 | 0.00% | 96 | -385 | -80.0% | -$7,359 | 减仓 |
| AIZ | ASSURANT INC COM | $1,759 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $1,708 | 0.00% | 278 | 4 | 1.5% | $25 | 加仓 |
| PBI | PITNEY BOWES INC COM | $1,682 | 0.00% | 96 | 96 | — | $1,682 | 新建仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,633 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1,602 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC COM | $1,534 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $1,500 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,497 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $1,437 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $1,426 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1,390 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $1,325 | 0.00% | 26 | 26 | — | $1,325 | 新建仓 |
| RL | RALPH LAUREN CORP CL A | $1,321 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $1,285 | 0.00% | 46 | 1 | 2.2% | $28 | 加仓 |
| KFY | KORN FERRY COM NEW | $1,258 | 0.00% | 19 | -4 | -17.4% | -$265 | 减仓 |
| — | ABERDEEN INTER INCOME FD SH BEN INT | $1,235 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,208 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1,191 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $1,176 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $1,144 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $1,032 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1,001 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1,000 | 0.00% | 42 | -21 | -33.3% | -$500 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $998 | 0.00% | 5 | 0 | 0.0% | — | 不变 |