SOA Wealth Advisors, LLC. 13F 持仓 · 2026年Q2
SOA Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 888 只证券，申报市值合计 5.95 亿美元。前几大持仓：IWY（10.20%）、AAPL（10.11%）、VOO（5.76%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $60.7M | 10.20% | 208,928 | 增持 |
| 2 | AAPL | APPLE INC COM | $60.1M | 10.11% | 232,277 | 减持 |
| 3 | VOO | VANGUARD S&P 500 ETF | $34.3M | 5.76% | 49,891 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION COM | $25.2M | 4.24% | 153,231 | 减持 |
| 5 | VOE | VANGUARD MID-CAP VALUE ETF | $16.3M | 2.75% | 82,725 | 增持 |
| 6 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $16.2M | 2.72% | 585,575 | 增持 |
| 7 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $15.3M | 2.57% | 289,623 | 增持 |
| 8 | AMZN | AMAZON COM INC COM | $13.7M | 2.30% | 71,625 | 减持 |
| 9 | MSFT | MICROSOFT CORP COM | $12.5M | 2.11% | 102,203 | 增持 |
| 10 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $12.1M | 2.03% | 165,919 | 减持 |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | $11.5M | 1.93% | 56,427 | 增持 |
| 12 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $10.1M | 1.69% | 81,142 | 增持 |
| 13 | DVY | ISHARES SELECT DIVIDEND ETF | $9.6M | 1.61% | 61,205 | 减持 |
| 14 | QQQ | INVESCO QQQ TRUST SERIES I | $8.9M | 1.49% | 12,033 | 减持 |
| 15 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8.4M | 1.41% | 110,648 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.0M | 1.35% | 16,051 | 减持 |
| 17 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $7.5M | 1.26% | 63,642 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO COM | $7.3M | 1.23% | 32,007 | 减持 |
| 19 | VGSR | VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $7.1M | 1.20% | 625,963 | 增持 |
| 20 | VBR | VANGUARD SMALL CAP VALUE ETF | $7.0M | 1.17% | 312,605 | 减持 |
| 21 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.3M | 1.06% | 35,464 | 减持 |
| 22 | VOT | VANGUARD MID-CAP GROWTH ETF | $5.3M | 0.90% | 17,419 | 减持 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $5.2M | 0.88% | 7 | 持平 |
| 24 | EFG | ISHARES MSCI EAFE GROWTH ETF | $5.2M | 0.87% | 41,493 | 减持 |
| 25 | VUG | VANGUARD GROWTH ETF | $5.2M | 0.87% | 59,924 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR