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 |
|---|---|---|---|---|---|---|---|---|
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $287 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC COM | $269 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $264 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $257 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AGTECH & FOOD INNOVATION ETF | $247 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $227 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $221 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND ETF | $216 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $208 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $185 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $185 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $181 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $181 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $179 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $179 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $171 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $169 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $166 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $162 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $161 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $150 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $146 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $146 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $144 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $143 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC COM | $132 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $124 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC COM | $118 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $107 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $98 | 0.00% | 21 | -1,000 | -97.9% | -$4,667 | 减仓 |
| LEN | LENNAR CORP CL A | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $89 | 0.00% | 3 | 1 | 50.0% | $30 | 加仓 |
| — | SCILEX HOLDING CO COM NEW | $87 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $87 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $86 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | 3D PRINTING ETF | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $78 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $65 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $63 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $60 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $57 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $53 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $48 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IBIO INC CON NEW | $25 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | SEASTAR MEDICAL HOLDING CORP COM NEW | $22 | 0.00% | 6 | -49 | -89.1% | -$180 | 减仓 |
| UNM | UNUM GROUP COM | $20 | 0.00% | 0 | -43 | -100.0% | -$3,348 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $20 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $17 | 0.00% | 1 | -67 | -98.5% | -$1,139 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $16 | 0.00% | 1 | -161 | -99.4% | -$2,576 | 减仓 |
| UA | UNDER ARMOUR INC CL C | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC COM | $8 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $7 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $7 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4 | 0.00% | 0 | -506 | -100.0% | -$6.16万 | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $3 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CXAPP INC COM CL A | $1 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -1,482 | -100.0% | -$66.11万 | 清仓 |
| TER | TERADYNE INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$19.36万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$10.74万 | 清仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $0 | 0.00% | 0 | -1,251 | -100.0% | -$6.74万 | 清仓 |
| DPST | DIREXION DAILY REGIONAL BANKS BULL 3X SHARES | $0 | 0.00% | 0 | -500 | -100.0% | -$5.05万 | 清仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.57万 | 清仓 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$4.06万 | 清仓 |
| NYT | NEW YORK TIMES CO CL A | $0 | 0.00% | 0 | -496 | -100.0% | -$3.44万 | 清仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -112 | -100.0% | -$2.64万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -73 | -100.0% | -$2.40万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -116 | -100.0% | -$2.13万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | $0 | 0.00% | 0 | -1,283 | -100.0% | -$1.96万 | 清仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $0 | 0.00% | 0 | -255 | -100.0% | -$1.88万 | 清仓 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $0 | 0.00% | 0 | -376 | -100.0% | -$1.77万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$1.68万 | 清仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$1.60万 | 清仓 |
| WM | WASTE MGMT INC DEL COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1.48万 | 清仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $0 | 0.00% | 0 | -50 | -100.0% | -$1.35万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$1.35万 | 清仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY ETHEREUM FUND ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$6,218 | 清仓 |
| TXNM | TXNM ENERGY INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,472 | 清仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | -19 | -100.0% | -$655 | 清仓 |
| PENN | PENN ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$634 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -3 | -100.0% | -$348 | 清仓 |
| TRMB | TRIMBLE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$313 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$154 | 清仓 |
| ETSY | ETSY INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$55 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$53 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $0 | 0.00% | 0 | -33 | -100.0% | -$30 | 清仓 |
| NOK | NOKIA CORP SPONSORED ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $0 | 0.00% | 0 | -33 | -100.0% | -$17 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $0 | 0.00% | 0 | -33 | -100.0% | -$13 | 清仓 |