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 |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $970 | 0.00% | 16 | 16 | — | $970 | 新建仓 |
| — | MORGAN STANLEY INDIA INVT FD COM | $958 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $932 | 0.00% | 202 | 7 | 3.6% | $32 | 加仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $913 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRASHORT FTSE CHINA 50 | $911 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $886 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $853 | 0.00% | 29 | -27 | -48.2% | -$794 | 减仓 |
| LCID | LUCID GROUP INC COM NEW | $809 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $803 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $801 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR COM | $791 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $788 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $781 | 0.00% | 79 | -2 | -2.5% | -$20 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $774 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $684 | 0.00% | 61 | -37 | -37.8% | -$415 | 减仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $635 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $622 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $591 | 0.00% | 3 | -4 | -57.1% | -$788 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $590 | 0.00% | 8 | -6 | -42.9% | -$442 | 减仓 |
| — | GABELLI HEALTHCARE & WELLNESS SHS | $567 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $515 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $508 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $489 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $461 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $452 | 0.00% | 10 | -7 | -41.2% | -$316 | 减仓 |
| SRE | SEMPRA COM | $417 | 0.00% | 5 | 1 | 25.0% | $83 | 加仓 |
| HUM | HUMANA INC COM | $417 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $414 | 0.00% | 1 | -1 | -50.0% | -$414 | 减仓 |
| GSAT | GLOBALSTAR INC COM NEW | $406 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $386 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $384 | 0.00% | 2 | -1 | -33.3% | -$192 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $384 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $364 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $359 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $357 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $336 | 0.00% | 5 | -1 | -16.7% | -$67 | 减仓 |
| NXH | BED BATH & BEYOND INC COM | $336 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF | $325 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $269 | 0.00% | 18 | -115 | -86.5% | -$1,719 | 减仓 |
| CME | CME GROUP INC COM | $261 | 0.00% | 1 | -3 | -75.0% | -$783 | 减仓 |
| — | GLOBAL X AGTECH & FOOD INNOVATION ETF | $252 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $251 | 0.00% | 2 | -1 | -33.3% | -$126 | 减仓 |
| DOV | DOVER CORP COM | $239 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND ETF | $219 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $211 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $197 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $196 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $193 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $189 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $186 | 0.00% | 7 | -5 | -41.7% | -$133 | 减仓 |
| APTV | APTIV PLC COM SHS | $184 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $167 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $166 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $166 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $164 | 0.00% | 4 | -3 | -42.9% | -$123 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $131 | 0.00% | 1 | -2 | -66.7% | -$262 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $130 | 0.00% | 3 | -5 | -62.5% | -$217 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $128 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $112 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $101 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | 3D PRINTING ETF | $100 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $97 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC COM | $93 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $77 | 0.00% | 4 | -5 | -55.6% | -$96 | 减仓 |
| ZTS | ZOETIS INC CL A | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $75 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $62 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $58 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $55 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $53 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $48 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $42 | 0.00% | 1 | 1 | — | $42 | 新建仓 |
| UNM | UNUM GROUP COM | $24 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| — | IBIO INC CON NEW | $23 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | SEASTAR MEDICAL HOLDING CORP COM NEW | $22 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $12 | 0.00% | 0 | -400 | -100.0% | -$1.60万 | 清仓 |
| UA | UNDER ARMOUR INC CL C | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $8 | 0.00% | 0 | -16 | -100.0% | -$3,741 | 清仓 |
| SLB | SLB LIMITED COM STK | $6 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | AURORA CANNABIS INC COM | $6 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $5 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $2 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CXAPP INC COM CL A | $1 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -7,817 | -100.0% | -$569.52万 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -9,697 | -100.0% | -$328.19万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -50,366 | -100.0% | -$285.47万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -24,741 | -100.0% | -$118.69万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -15,533 | -100.0% | -$97.47万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $0 | 0.00% | 0 | -8,709 | -100.0% | -$34.69万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION COM | $0 | 0.00% | 0 | -12,803 | -100.0% | -$12.93万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -1,013 | -100.0% | -$11.05万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -1,678 | -100.0% | -$9.32万 | 清仓 |