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SOA Wealth Advisors, LLC. · 13F 持仓分析
期权收益计算器 机构排行

SOA Wealth Advisors, LLC.

No.2351 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.76亿
环比变动 Q1 2026
+$7.32亿+134.4%
持仓股票数
886
新买入
87
加仓
251
减仓
236
清仓
65
持股不变
312
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GE VernovaGEV
13.32%0.07%$1.70亿14.5万股$38.0万5.6万股+8.9万股+160.10%加仓
V先锋领航·SMALLVBR
5.95%1.33%$7,596.3万31.3万股$722.2万35.6万股-4.3万股-12.08%减仓
IiShares安硕信托IWY
4.76%9.46%$6,071.9万20.9万股$5,149.7万20.7万股+1,980股+0.96%加仓
苹果AAPL
4.71%9.74%$6,014.8万23.2万股$5,305.0万24.8万股-1.5万股-6.17%减仓
阿斯麦ASML
3.77%$4,812.7万2.4万股$00股+2.4万股新买入
台积电TSM
3.39%0.13%$4,319.7万9.0万股$72.4万3.1万股+5.9万股+189.58%加仓
微软MSFT
2.99%2.32%$3,812.2万10.2万股$1,262.1万7.7万股+2.5万股+33.12%加仓
V先锋领航指数基金VOO
2.69%5.49%$3,426.6万5.0万股$2,988.5万5.0万股-121股-0.24%减仓
IiShares安硕·RUSSELLIWM
2.33%0.25%$2,969.0万9.9万股$137.2万8.4万股+1.5万股+18.07%加仓
英伟达NVDA
1.98%4.08%$2,523.7万15.3万股$2,218.8万16.0万股-7,239股-4.51%减仓
IiShares安硕IEMG
1.39%0.42%$1,776.3万21.4万股$226.9万14.6万股+6.8万股+46.75%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.33%0.02%$1,693.0万14.7万股$11.7万11.7万股+3.1万股+26.24%加仓
AALPS ETF信托AMLP
1.3%0.05%$1,655.3万31.9万股$26.2万26.2万股+5.7万股+21.94%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.28%2.72%$1,634.6万8.3万股$1,481.1万8.0万股+2,353股+2.93%加仓
FFUNDSTRAT GRANNYGRNY
1.27%1.76%$1,619.1万58.6万股$958.9万40.2万股+18.4万股+45.76%加仓
S嘉信策略信托SCHC
1.2%2.51%$1,528.1万29.0万股$1,368.2万28.0万股+9,992股+3.57%加仓
亚马逊AMZN
1.07%2.17%$1,366.7万7.2万股$1,180.6万7.4万股-2,130股-2.89%减仓
FIRST SOLAR COMFSLR
1.06%$1,346.5万5.7万股$00股+5.7万股新买入
VVanEck Russia ETFBBH
1.04%0.01%$1,322.6万14.9万股$5.7万5.7万股+9.3万股+163.50%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.96%0.09%$1,230.0万7.7万股$48.5万8.2万股-4,236股-5.19%减仓
S道富·EET SPDR S&P 500 ESG ETFEFIV
0.95%1.96%$1,208.7万16.6万股$1,066.3万16.9万股-3,033股-1.80%减仓
谷歌AGOOGL
0.9%1.7%$1,149.1万5.6万股$927.9万5.4万股+2,003股+3.68%加仓
礼来LLY
0.86%0.09%$1,096.6万9,146股$46.6万1.8万股-8,422股-47.94%减仓
IiShares安硕·RUSSELLIWF
0.79%1.62%$1,007.5万8.1万股$880.2万2.1万股+6.0万股+293.07%加仓
高盛GS
0.78%0.25%$995.7万9,849股$137.5万1,625股+8,224股+506.09%加仓
IiShares安硕信托DVY
0.75%1.76%$956.6万6.1万股$960.2万6.3万股-2,215股-3.49%减仓
I景顺QQQ信托VOO
0.69%1.28%$886.1万1.2万股$697.6万1.2万股-54股-0.45%减仓
IiShares安硕信托DGRO
0.66%1.46%$838.6万11.1万股$796.2万11.3万股-2,805股-2.47%减仓
伯克希尔哈撒韦BRK.B
0.63%1.47%$803.2万1.6万股$800.5万1.7万股-654股-3.91%减仓
IiShares安硕信托IJK
0.59%1.46%$747.8万6.4万股$793.5万7.9万股-1.5万股-19.30%减仓
摩根大通JPM
0.57%1.2%$729.2万3.2万股$654.2万4.3万股-1.1万股-26.09%减仓
MMANAGER DIRECTED PORTFOLIOSVGSR
0.56%1.02%$712.7万62.6万股$557.9万54.0万股+8.6万股+15.91%加仓
ONEOKOKE
0.56%0.01%$710.0万8.2万股$6.0万668股+8.1万股+12,126.20%加仓
博通AVGO
0.55%0.14%$695.8万1.8万股$77.2万1.7万股+1,140股+6.60%加仓
CSX铁路CSX
0.54%0.02%$687.6万14.3万股$11.2万11.2万股+3.1万股+28.00%加仓
Meta平台META
0.53%0.42%$679.7万1.2万股$227.5万3,977股+8,096股+203.57%加仓
派克汉尼汾PH
0.53%0.03%$678.7万6,940股$18.0万1.6万股-8,975股-56.39%减仓
PHILIP MORRIS INTLPM
0.52%0.03%$660.2万3.6万股$17.9万3.2万股+4,089股+12.63%加仓
阿里巴巴BABA
0.51%0.01%$656.4万6.8万股$7.3万5.4万股+1.4万股+26.89%加仓
GGlobal X·URANIUM ETFURA
0.5%$637.2万14.5万股$00股+14.5万股新买入
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.5%1.12%$633.4万3.5万股$608.9万4.2万股-6,612股-15.71%减仓
贝莱德·INC COMBLK
0.49%0.04%$621.2万6,457股$19.8万1.3万股-6,536股-50.30%减仓
好市多COST
0.49%0.09%$620.0万6,631股$50.3万1.8万股-1.1万股-62.68%减仓
IISHARES MSCI SOUTH KOREAETFEWY
0.47%<0.01%$599.2万3.0万股$4,67438股+3.0万股+78,000.00%加仓
家得宝HD
0.47%0.2%$595.9万1.7万股$107.5万2.4万股-7,147股-29.75%减仓
特灵科技TT
0.46%0.02%$587.8万1.2万股$9.2万220股+1.2万股+5,341.82%加仓
PALO ALTOPANW
0.46%0.27%$587.3万1.7万股$146.3万2.0万股-2,675股-13.44%减仓
威廉姆斯WMB
0.46%0.04%$581.0万7.9万股$22.7万6.5万股+1.4万股+21.12%加仓
AMERICAN WTR WKS NEWAWK
0.45%0.01%$575.9万4.4万股$4.7万4.6万股-2,414股-5.23%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.44%0.01%$561.1万1.3万股$7.4万452股+1.3万股+2,780.31%加仓

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