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SOA Wealth Advisors, LLC.

分散型投资策略行业集中型趋势追踪型

申报总市值

US$5.3亿

申报季度: 2026-03-31 · 持股只数: 867

SOA Wealth Advisors, LLC.在最新一期 13F 报告中披露了 867 项持股，申报期为 2026-03-31，总持股市值约为 US$5.3亿，季度换手率为 15.5%。

机构性格雪花图

集中度
12.69
持仓稳定性
15.46
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
48.5

近期动向

  • 减仓 IWY

    -17.3%　-US$1781.3万

  • 减仓 MSFT

    -1.9%　-US$457.2万

  • 加仓 FNDF

    -0.2%　US$101.0万

  • 加仓 VOE

    +0.3%　US$59.5万

  • 减仓 AAPL

    -6.4%　-US$837.9万

  • 减仓 YSEP

    -48.9%　-US$222.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AAPLApple INC股票-科技10.01%-0.36%-6.40%
2IWYIshares Russell Top 200 GrowETF-其他9.72%-1.98%-17.31%
3VOOVanguard S&p 500 ETFETF-大型股与成长5.64%+0.02%-5.74%
4NVDANvidia CORP股票-科技4.19%+0.21%+0.49%
5VOEVanguard Mid-cap Value ETFETF-其他2.80%+0.40%+0.28%
6FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他2.58%+0.44%-0.24%
7MSFTMicrosoft CORP股票-科技2.38%-0.52%-1.90%
8AMZNAmazon.com INC股票-周期性消费2.23%—-0.61%
9EFIVSs Spdr S&p 500 Esg ETFETF-大型股与成长2.01%-0.24%-15.99%
10DVYIshares Select Dividend ETFETF-其他1.81%+0.26%-2.66%
11GRNYFundstr Gran Sh US Lrg CapETF-其他1.81%+0.26%+8.38%
12GOOGLAlphabet Inc-cl A股票-通信服务1.75%—-1.46%
13IWFIshares Russell 1000 GrowthETF-其他1.66%-0.03%-2.13%
14SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.60%+0.09%-4.94%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.51%+0.02%-4.86%
16DGROIshares Core Dividend GrowthETF-其他1.50%-0.20%-21.60%
17IJKIshares S&p Mid-cap 400 GrowETF-其他1.50%—-1.90%
18VBRVanguard Small-cap Value ETFETF-其他1.36%—+0.03%
19QQQInvesco Qqq Trust Series 1ETF-科技型1.32%-0.09%-11.22%
20JPMJpmorgan Chase & Co股票-金融1.23%+0.01%-0.39%
21IJTIshares S&p Small-cap 600 GrETF-其他1.15%—-4.15%
22VGSRVert Glb Sust Re ETFETF-其他1.05%—+3.20%
23VOTVanguard Mid-cap Growth ETFETF-其他0.98%-0.01%-3.99%
24BRK-ABerkshire Hathaway Inc-cl A股票-其他0.95%+0.06%—
25IWPIshares Russell Mid-cap GrowETF-其他0.90%+0.03%-1.25%
26EFGIshares Msci Eafe Growth ETFETF-其他0.89%+0.04%-4.40%
27VUGVanguard Growth ETFETF-其他0.83%—-0.05%
28AMPAmeriprise Financial INC股票-金融0.82%+0.01%+0.06%
29SPEMState Street Sp Ptf Em ETFETF-其他0.72%—+1.14%
30ICFIshares Select U.s. Reit ETFETF-其他0.69%—+2.40%
31SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.61%—+6.65%
32IJHIshares Core S&p Midcap ETFETF-其他0.61%—-1.50%
33NYFIshares New York Muni Bond EETF-其他0.59%—+0.19%
34IJRIshares Core S&p Small-cap EETF-中小型股0.59%—-4.71%
35IJSIshares S&p Small-cap 600 VaETF-其他0.57%—-3.81%
36IWDIshares Russell 1000 Value EETF-其他0.57%—-1.09%
37IWLIshares Russell Top 200 ETFETF-其他0.57%—-1.51%
38VOVanguard Mid-cap ETFETF-其他0.56%—-0.78%
39IWXIshares Russell Top 200 ValuETF-其他0.56%—-1.84%
40IWRIshares Russell Mid-cap ETFETF-其他0.55%—+2.05%
41VBKVanguard Small-cap Grwth ETFETF-其他0.52%—-4.34%
42ESGDIshares Trust Ishares Esg AwETF-其他0.50%—-4.06%
43AXPAmerican Express Co股票-金融0.48%-0.05%-0.39%
44VBVanguard Small-cap ETFETF-其他0.47%—-5.92%
45VTVVanguard Value ETFETF-其他0.47%—+2.63%
46YSEPFt Vst Int Eq Mb Etf-usd INCETF-其他0.45%-0.33%-48.86%
47IVVIshares Core S&p 500 ETFETF-大型股与成长0.44%—-2.31%
48EFAIshares Msci Eafe ETFETF-其他0.43%+0.17%+48.74%
49METAMeta Platforms Inc-class A股票-通信服务0.43%-0.02%-1.53%
50IEMGIshares Core Msci EmergingETF-新兴市场0.43%—-0.19%
1–50 of 867

本季持股变动

SOA Wealth Advisors, LLC. 在 2026-03-31 最显著的持仓异动： 清仓: Cyberark Software LTD; 减仓: Ishares Russell Top 200 Grow (IWY) — 股数 -17.31%; 减仓: Microsoft CORP (MSFT) — 股数 -1.90%; 减仓: Schwab Fndmn Intl Lrg Co ETF (FNDF) — 股数 -0.24%; 加仓: Vanguard Mid-cap Value ETF (VOE) — 股数 +0.28%.

SOA Wealth Advisors, LLC. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FNDFSchwab Fndmn Intl Lrg Co ETF+0.4%-0.24%减仓
2VOEVanguard Mid-cap Value ETF+0.4%+0.28%加仓
3GRNYFundstr Gran Sh US Lrg Cap+0.3%+8.38%加仓
4DVYIshares Select Dividend ETF+0.3%-2.66%减仓
5NVDANvidia CORP+0.2%+0.49%加仓
6EFAIshares Msci Eafe ETF+0.2%+48.74%加仓
7AORIshares Core 60/40 Balanced+0.1%+1205.66%加仓
8SPYVSs Spdr P S&p 500 Value ETF+0.1%-4.94%减仓
9SCHDSchwab US Dvd Equity ETF+0.1%+47.99%加仓
10WMTWalmart INC+0.1%+6.25%加仓
11JNJJohnson & Johnson+0.1%+0.74%加仓
12XOMExxon Mobil CORP+0.1%-0.83%减仓
13BRK-ABerkshire Hathaway Inc-cl A+0.1%—不变
14CVXChevron CORP+0.1%+7.23%加仓
15EFGIshares Msci Eafe Growth ETF0%-4.40%减仓
16IWPIshares Russell Mid-cap Grow0%-1.25%减仓
17VOOVanguard S&p 500 ETF0%-5.74%减仓
18BRK-BBerkshire Hathaway Inc-cl B0%-4.86%减仓
19JPMJpmorgan Chase & Co0%-0.39%减仓
20AMPAmeriprise Financial INC0%+0.06%加仓
21AMZNAmazon.com INC—-0.61%减仓
22GOOGLAlphabet Inc-cl A—-1.46%减仓
23VUGVanguard Growth ETF—-0.05%减仓
24VGTVanguard Info Tech ETF—-3.80%减仓
25VOTVanguard Mid-cap Growth ETF0%-3.99%减仓
26METAMeta Platforms Inc-class A0%-1.53%减仓
27IWFIshares Russell 1000 Growth0%-2.13%减仓
28DISWalt Disney Co/the0%-20.34%减仓
29FSEPFt Vest U.s. Equity Buffer E0%-47.22%减仓
30AXPAmerican Express Co-0.1%-0.39%减仓
31ORCLOracle CORP-0.1%-6.45%减仓
32SFEBFt Vest US Sc Mb Etf-usd INC-0.1%-53.02%减仓
33FJUNFt Vest US Equity Buff Etf-j-0.1%-40.48%减仓
34FJULFt Vest US Equity Buffer ETF-0.1%-43.91%减仓
35DDECFt Vest U.s. Equity Deep Buf-0.1%-58.79%减仓
36QQQInvesco Qqq Trust Series 1-0.1%-11.22%减仓
37SMAYFt Vest U.s. Small Cap Moder-0.1%-53.93%减仓
38ZETAZeta Global Holdings Corp-a-0.1%-30.00%减仓
39YMARFt Vt Int Equ M B- Mar-us I-0.1%-49.87%减仓
40YJUNFt Vest Int Eq Modt Etf-june-0.1%-60.17%减仓
41FAPRFt Vest U.s. Equity Buffer E-0.2%-62.99%减仓
42DGROIshares Core Dividend Growth-0.2%-21.60%减仓
43FMAYFt Vest US Equity Buffer ETF-0.2%-66.67%减仓
44EFIVSs Spdr S&p 500 Esg ETF-0.2%-15.99%减仓
45FOCTFt Vest U.s. Equity Buffer E-0.3%-48.28%减仓
46YSEPFt Vst Int Eq Mb Etf-usd INC-0.3%-48.86%减仓
47AAPLApple INC-0.4%-6.40%减仓
48MSFTMicrosoft CORP-0.5%-1.90%减仓
49IWYIshares Russell Top 200 Grow-2%-17.31%减仓
50✓ Cyberark Software LTD—EXIT清仓

FAQ

SOA Wealth Advisors, LLC. 是什么机构？属于哪种投资人类型？
SOA Wealth Advisors, LLC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.3亿，分布在 867 个已申报仓位之中。
SOA Wealth Advisors, LLC. 目前前几大持股有哪些？
根据最新 13F 申报，SOA Wealth Advisors, LLC. 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$5305.0万 (10.0%) 2. Ishares Russell Top 200 Grow (IWY) — US$5149.7万 (9.7%) 3. Vanguard S&p 500 ETF (VOO) — US$2988.5万 (5.6%) 4. Nvidia CORP (NVDA) — US$2218.8万 (4.2%) 5. Vanguard Mid-cap Value ETF (VOE) — US$1481.1万 (2.8%)
SOA Wealth Advisors, LLC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，SOA Wealth Advisors, LLC. 共进行了 49 项显著调整：新建仓 0 个仓位、加仓 10 个既有持股、减仓 38 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Cyberark Software LTD; 减仓: Ishares Russell Top 200 Grow (IWY) — 股数 -17.31%; 减仓: Microsoft CORP (MSFT) — 股数 -1.90%; 减仓: Schwab Fndmn Intl Lrg Co ETF (FNDF) — 股数 -0.24%; 加仓: Vanguard Mid-cap Value ETF (VOE) — 股数 +0.28%
SOA Wealth Advisors, LLC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，SOA Wealth Advisors, LLC. 的主要板块分布如下： • Information Technology: 59.2% • Financials: 12.7% • Communication Services: 9.9% • Consumer Discretionary: 9.2% • Health Care: 3.1% • Industrials: 2.6%