Chokshi & Queen Wealth Advisors, Inc
San Diego CA · SEC CIK 0002057199
$1.87亿2026Q1 申报市值
64持仓数
78.6%前十大占比 · 第一大 24.0%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$69.44万
BMNR 加仓+$61.71万
QQQ 加仓+$44.85万
MSTR 加仓+$43.37万
AAPL 加仓+$42.15万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$301.95万
META 减仓-$29.81万
SOFI 清仓-$20.16万
AVGO 减仓-$18.73万
NVDA 减仓-$15.71万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$20.16万 | 清仓 |
| MARA | MARA HOLDINGS INC | $8.92万 | 0.05% | 10,930 | 10,930 | — | $8.92万 | 新建仓 |
| — | FALCONS BEYOND GLOBAL INC | $15.25万 | 0.08% | 10,814 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $20.84万 | 0.11% | 2,211 | 2,211 | — | $20.84万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.36万 | 0.11% | 2,841 | 26 | 0.9% | $1,955 | 重新持有 |
| — | HONEYWELL INTL INC | $22.60万 | 0.12% | 1,000 | 0 | 0.0% | — | 重新持有 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $22.82万 | 0.12% | 4,954 | 4,954 | — | $22.82万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.94万 | 0.12% | 3,055 | -450 | -12.8% | -$3.38万 | 重新持有 |
| VRSN | VERISIGN INC | $23.10万 | 0.12% | 930 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $23.42万 | 0.13% | 2,422 | -33 | -1.3% | -$3,191 | 重新持有 |
| USMV | ISHARES TR | $23.78万 | 0.13% | 2,564 | 0 | 0.0% | — | 重新持有 |
| EVSM | MORGAN STANLEY ETF TRUST | $24.02万 | 0.13% | 4,786 | 780 | 19.5% | $3.91万 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $25.30万 | 0.14% | 1,527 | -125 | -7.6% | -$2.07万 | 重新持有 |
| TMFC | RBB FD INC | $25.73万 | 0.14% | 3,900 | 252 | 6.9% | $1.66万 | 重新持有 |
| MCD | MCDONALDS CORP | $25.95万 | 0.14% | 835 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $26.18万 | 0.14% | 4,000 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $26.48万 | 0.14% | 5,100 | 826 | 19.3% | $4.29万 | 重新持有 |
| CRM | SALESFORCE INC | $28.00万 | 0.15% | 1,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $28.04万 | 0.15% | 953 | 16 | 1.7% | $4,708 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $31.32万 | 0.17% | 1,250 | -12,050 | -90.6% | -$301.95万 | 减仓 |
| IJT | ISHARES TR | $31.37万 | 0.17% | 2,168 | -187 | -7.9% | -$2.71万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.42万 | 0.18% | 6,751 | 147 | 2.2% | $7,494 | 重新持有 |
| STIP | ISHARES TR | $36.48万 | 0.19% | 3,527 | 0 | 0.0% | — | 重新持有 |
| NOW | SERVICENOW INC | $37.48万 | 0.20% | 3,585 | -350 | -8.9% | -$3.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.59万 | 0.20% | 1,748 | -84 | -4.6% | -$1.81万 | 重新持有 |
| IAU | ISHARES GOLD TR | $41.69万 | 0.22% | 4,729 | 252 | 5.6% | $2.22万 | 重新持有 |
| NFLT | ETFIS SER TR I | $41.77万 | 0.22% | 18,362 | 2,914 | 18.9% | $6.63万 | 重新持有 |
| DGS | WISDOMTREE TR | $42.66万 | 0.23% | 7,099 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $43.04万 | 0.23% | 4,900 | -457 | -8.5% | -$4.01万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $45.82万 | 0.24% | 265 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $47.72万 | 0.25% | 15,555 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $48.31万 | 0.26% | 19,502 | 1,030 | 5.6% | $2.55万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $52.48万 | 0.28% | 4,274 | -400 | -8.6% | -$4.91万 | 减仓 |
| VV | VANGUARD INDEX FDS | $53.79万 | 0.29% | 1,800 | 507 | 39.2% | $15.15万 | 加仓 |
| LLY | ELI LILLY & CO | $70.36万 | 0.38% | 765 | 127 | 19.9% | $11.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $70.42万 | 0.38% | 2,452 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.09万 | 0.39% | 4,928 | 207 | 4.4% | $3.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $81.71万 | 0.44% | 11,488 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $84.98万 | 0.45% | 15,723 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $88.42万 | 0.47% | 44,700 | 31,200 | 231.1% | $61.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.42万 | 0.48% | 1,866 | 300 | 19.2% | $14.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $90.91万 | 0.49% | 1,303 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $106.77万 | 0.57% | 6,115 | 575 | 10.4% | $10.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.42万 | 0.65% | 1,867 | 115 | 6.6% | $7.48万 | 加仓 |
| NFLX | NETFLIX INC. | $124.61万 | 0.67% | 12,960 | 710 | 5.8% | $6.83万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $127.32万 | 0.68% | 18,372 | 3,232 | 21.3% | $22.40万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $129.14万 | 0.69% | 2,788 | -112 | -3.9% | -$5.19万 | 减仓 |
| TSLA | TESLA INC | $147.25万 | 0.79% | 3,961 | 23 | 0.6% | $8,550 | 加仓 |
| GOOG | ALPHABET INC | $151.58万 | 0.81% | 5,284 | 781 | 17.3% | $22.40万 | 加仓 |
| GOOGL | ALPHABET INC | $151.75万 | 0.81% | 5,277 | 13 | 0.2% | $3,738 | 加仓 |
| MSFT | MICROSOFT CORP | $203.30万 | 1.09% | 5,492 | 125 | 2.3% | $4.63万 | 加仓 |
| MSTR | STRATEGY INC | $222.46万 | 1.19% | 17,825 | 3,475 | 24.2% | $43.37万 | 加仓 |
| IWR | ISHARES TR | $257.46万 | 1.38% | 26,479 | 108 | 0.4% | $1.05万 | 加仓 |
| AVGO | BROADCOM INC | $274.94万 | 1.47% | 8,883 | -605 | -6.4% | -$18.73万 | 减仓 |
| IWV | ISHARES TR | $296.02万 | 1.58% | 7,986 | 20 | 0.3% | $7,414 | 加仓 |
| NOBL | PROSHARES TR | $332.67万 | 1.78% | 31,381 | -507 | -1.6% | -$5.37万 | 减仓 |
| AMZN | AMAZON COM INC | $368.72万 | 1.97% | 17,704 | 817 | 4.8% | $17.02万 | 加仓 |
| V | VISA INC | $380.91万 | 2.04% | 12,603 | 275 | 2.2% | $8.31万 | 加仓 |
| META | META PLATFORMS INC | $438.48万 | 2.34% | 7,664 | -521 | -6.4% | -$29.81万 | 减仓 |
| VHT | VANGUARD WORLD FD | $569.58万 | 3.04% | 20,915 | -403 | -1.9% | -$10.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,037.89万 | 5.55% | 59,512 | -901 | -1.5% | -$15.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,119.59万 | 5.98% | 11,236 | 346 | 3.2% | $34.48万 | 加仓 |
| AAPL | APPLE INC | $2,364.22万 | 12.63% | 93,156 | 1,661 | 1.8% | $42.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,599.67万 | 19.23% | 62,366 | 777 | 1.3% | $44.85万 | 加仓 |
| IVV | ISHARES TR | $4,500.29万 | 24.05% | 68,895 | 1,063 | 1.6% | $69.44万 | 加仓 |