Chokshi & Queen Wealth Advisors, Inc
San Diego CA · SEC CIK 0002057199
$2.16亿2026Q2 申报市值
60持仓数
80.4%前十大占比 · 第一大 24.7%
5 / 9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
QQQ 加仓+$198.76万
IVV 加仓+$166.70万
VRT 加仓+$107.14万
TSM 新建仓+$96.85万
SNDK 新建仓+$96.65万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$165.64万
HOOD 清仓-$127.32万
COIN 清仓-$106.77万
VWO 清仓-$84.98万
DIMENSIONAL ETF 清仓-$81.71万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,326.21万 | 24.67% | 71,121 | 2,226 | 3.2% | $166.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,791.42万 | 22.19% | 65,065 | 2,699 | 4.3% | $198.76万 | 加仓 |
| AAPL | APPLE INC | $2,752.04万 | 12.74% | 95,107 | 1,951 | 2.1% | $56.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,163.54万 | 5.39% | 58,150 | -1,362 | -2.3% | -$27.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,074.41万 | 4.98% | 11,485 | 249 | 2.2% | $23.29万 | 加仓 |
| VHT | VANGUARD WORLD FD | $645.39万 | 2.99% | 21,584 | 669 | 3.2% | $20.00万 | 加仓 |
| AMZN | AMAZON COM INC | $437.45万 | 2.03% | 18,354 | 650 | 3.7% | $15.49万 | 加仓 |
| V | VISA INC | $424.54万 | 1.97% | 12,374 | -229 | -1.8% | -$7.86万 | 减仓 |
| NOBL | PROSHARES TR | $378.14万 | 1.75% | 67,332 | 4,570 | 7.3% | $25.67万 | 加仓 |
| META | META PLATFORMS INC | $366.25万 | 1.70% | 6,502 | -1,162 | -15.2% | -$65.45万 | 减仓 |
| IWV | ISHARES TR | $339.71万 | 1.57% | 7,967 | -19 | -0.2% | -$8,102 | 减仓 |
| IWR | ISHARES TR | $289.67万 | 1.34% | 26,257 | -222 | -0.8% | -$2.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $219.78万 | 1.02% | 5,892 | 400 | 7.3% | $14.92万 | 加仓 |
| GOOGL | ALPHABET INC | $211.81万 | 0.98% | 5,927 | 650 | 12.3% | $23.23万 | 加仓 |
| GOOG | ALPHABET INC | $210.24万 | 0.97% | 5,950 | 666 | 12.6% | $23.53万 | 加仓 |
| TSLA | TESLA INC | $188.05万 | 0.87% | 4,471 | 510 | 12.9% | $21.45万 | 加仓 |
| AVGO | BROADCOM INC | $169.91万 | 0.79% | 4,498 | -4,385 | -49.4% | -$165.64万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $148.99万 | 0.69% | 4,450 | 3,200 | 256.0% | $107.14万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $141.52万 | 0.66% | 2,709 | -79 | -2.8% | -$4.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $139.42万 | 0.65% | 1,867 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $125.34万 | 0.58% | 1,045 | 280 | 36.6% | $33.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $124.64万 | 0.58% | 10,428 | 4 | 0.0% | $478 | 加仓 |
| MSTR | STRATEGY INC | $120.40万 | 0.56% | 13,850 | -3,975 | -22.3% | -$34.55万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $109.54万 | 0.51% | 82,300 | 37,600 | 84.1% | $50.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.70万 | 0.45% | 8,374 | 3,446 | 69.9% | $40.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.85万 | 0.45% | 2,028 | 2,028 | — | $96.85万 | 新建仓 |
| SNDK | SANDISK CORP | $96.65万 | 0.45% | 425 | 425 | — | $96.65万 | 新建仓 |
| NFLX | NETFLIX INC. | $86.75万 | 0.40% | 12,150 | -810 | -6.2% | -$5.78万 | 减仓 |
| VO | VANGUARD INDEX FDS | $79.02万 | 0.37% | 9,808 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.81万 | 0.35% | 1,515 | -351 | -18.8% | -$17.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $75.03万 | 0.35% | 650 | 650 | — | $75.03万 | 新建仓 |
| GLW | CORNING INC | $66.41万 | 0.31% | 2,600 | 2,600 | — | $66.41万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $65.78万 | 0.30% | 3,850 | 3,850 | — | $65.78万 | 新建仓 |
| FLEX | FLEX LTD | $64.83万 | 0.30% | 4,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $61.90万 | 0.29% | 1,800 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $51.23万 | 0.24% | 16,155 | 600 | 3.9% | $1.90万 | 加仓 |
| MARA | MARA HOLDINGS INC | $50.56万 | 0.23% | 36,400 | 25,470 | 233.0% | $35.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $46.29万 | 0.21% | 1,414 | 461 | 48.4% | $15.09万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $46.01万 | 0.21% | 18,494 | -1,008 | -5.2% | -$2.51万 | 减仓 |
| DGRW | WISDOMTREE TR | $45.16万 | 0.21% | 4,723 | -177 | -3.6% | -$1.69万 | 减仓 |
| NFLT | ETFIS SER TR I | $42.14万 | 0.20% | 18,362 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.36万 | 0.19% | 1,748 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $38.15万 | 0.18% | 2,136 | -32 | -1.5% | -$5,715 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $37.43万 | 0.17% | 8,129 | 3,175 | 64.1% | $14.62万 | 加仓 |
| STIP | ISHARES TR | $36.03万 | 0.17% | 3,527 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $35.71万 | 0.17% | 4,729 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.43万 | 0.16% | 6,751 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $34.00万 | 0.16% | 3,425 | -160 | -4.5% | -$1.59万 | 减仓 |
| TMFC | RBB FD INC | $28.85万 | 0.13% | 3,788 | -112 | -2.9% | -$8,530 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $26.69万 | 0.12% | 5,100 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.31万 | 0.12% | 3,022 | -33 | -1.1% | -$2,764 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.80万 | 0.11% | 2,752 | -89 | -3.1% | -$8,019 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $24.73万 | 0.11% | 1,400 | -127 | -8.3% | -$2.24万 | 减仓 |
| VRSN | VERISIGN INC | $24.23万 | 0.11% | 963 | 33 | 3.5% | $8,301 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $24.22万 | 0.11% | 4,815 | 29 | 0.6% | $1,459 | 加仓 |
| MOAT | VANECK ETF TRUST | $22.98万 | 0.11% | 2,210 | -212 | -8.8% | -$2.20万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $22.73万 | 0.11% | 1,338 | -2,936 | -68.7% | -$49.88万 | 减仓 |
| MCD | MCDONALDS CORP | $22.57万 | 0.10% | 835 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $21.38万 | 0.10% | 2,216 | -348 | -13.6% | -$3.36万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.17万 | 0.10% | 2,156 | -55 | -2.5% | -$5,401 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -18,372 | -100.0% | -$127.32万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -6,115 | -100.0% | -$106.77万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -15,723 | -100.0% | -$84.98万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,488 | -100.0% | -$81.71万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -265 | -100.0% | -$45.82万 | 清仓 |
| DGS | WISDOMTREE TR | $0 | 0.00% | 0 | -7,099 | -100.0% | -$42.66万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$28.00万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.60万 | 清仓 |
| — | FALCONS BEYOND GLOBAL INC | $0 | 0.00% | 0 | -10,814 | -100.0% | -$15.25万 | 清仓 |