Shah Wealth Advisors, LLC
CHINO HILLS CA · SEC CIK 0002149018
$4.33亿2026Q2 申报市值
79持仓数
65.5%前十大占比 · 第一大 15.6%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $6,757.68万 | 15.60% | 993,630 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3,315.66万 | 7.65% | 277,415 | — | — | — | — |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $2,706.87万 | 6.25% | 136,988 | — | — | — | — |
| IAU | ISHARES GOLD TRUST | $2,683.08万 | 6.19% | 355,328 | — | — | — | — |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $2,680.42万 | 6.19% | 654,401 | — | — | — | — |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $2,662.45万 | 6.14% | 508,683 | — | — | — | — |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $2,062.24万 | 4.76% | 391,169 | — | — | — | — |
| NVDA | NVIDIA CORPORATION COM | $1,996.44万 | 4.61% | 99,777 | — | — | — | — |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,855.10万 | 4.28% | 223,937 | — | — | — | — |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,670.67万 | 3.86% | 48,732 | — | — | — | — |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1,663.32万 | 3.84% | 650,752 | — | — | — | — |
| INDA | ISHARES MSCI INDIA ETF | $1,338.78万 | 3.09% | 271,062 | — | — | — | — |
| TSLA | TESLA INC COM | $1,273.91万 | 2.94% | 30,288 | — | — | — | — |
| BND | VANGUARD TOTAL BOND MARKET ETF | $990.69万 | 2.29% | 134,952 | — | — | — | — |
| HDB | HDFC BANK LTD SPONSORED ADS | $907.22万 | 2.09% | 351,228 | — | — | — | — |
| AUR | AURORA INNOVATION INC CLASS A COM | $803.84万 | 1.86% | 1,178,653 | — | — | — | — |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $779.43万 | 1.80% | 72,892 | — | — | — | — |
| BSV | VANGUARD SHORT-TERM BOND ETF | $729.63万 | 1.68% | 93,651 | — | — | — | — |
| AAPL | APPLE INC COM | $571.89万 | 1.32% | 19,764 | — | — | — | — |
| BE | BLOOM ENERGY CORP COM CL A | $484.06万 | 1.12% | 15,992 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $438.24万 | 1.01% | 8,758 | — | — | — | — |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $390.37万 | 0.90% | 77,195 | — | — | — | — |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $376.65万 | 0.87% | 69,060 | — | — | — | — |
| RKLB | ROCKET LAB CORP COM | $315.14万 | 0.73% | 31,002 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $212.84万 | 0.49% | 8,930 | — | — | — | — |
| META | META PLATFORMS INC CL A | $203.43万 | 0.47% | 3,611 | — | — | — | — |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $146.69万 | 0.34% | 10,729 | — | — | — | — |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $143.77万 | 0.33% | 14,281 | — | — | — | — |
| MSFT | MICROSOFT CORP COM | $137.72万 | 0.32% | 3,692 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC COM | $132.49万 | 0.31% | 18,360 | — | — | — | — |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $128.54万 | 0.30% | 8,190 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $128.15万 | 0.30% | 3,429 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC COM | $126.64万 | 0.29% | 7,000 | — | — | — | — |
| MO | ALTRIA GROUP INC COM | $120.88万 | 0.28% | 16,800 | — | — | — | — |
| TTAN | SERVICETITAN INC SHS CL A | $118.62万 | 0.27% | 16,776 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC COM | $112.43万 | 0.26% | 26,555 | — | — | — | — |
| T | AT&T INC COM | $107.83万 | 0.25% | 52,091 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $99.51万 | 0.23% | 847 | — | — | — | — |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $91.65万 | 0.21% | 18,091 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $88.78万 | 0.20% | 3,731 | — | — | — | — |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $85.75万 | 0.20% | 2,317 | — | — | — | — |
| CI | THE CIGNA GROUP COM | $81.93万 | 0.19% | 2,972 | — | — | — | — |
| PGR | PROGRESSIVE CORP COM | $79.54万 | 0.18% | 3,641 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST SERIES I | $74.52万 | 0.17% | 1,012 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $71.46万 | 0.16% | 5,431 | — | — | — | — |
| KO | COCA COLA CO COM | $71.41万 | 0.16% | 8,787 | — | — | — | — |
| NVS | NOVARTIS AG SPONSORED ADR | $68.11万 | 0.16% | 4,346 | — | — | — | — |
| ORCL | ORACLE CORP COM | $67.91万 | 0.16% | 4,634 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $66.06万 | 0.15% | 3,985 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $63.88万 | 0.15% | 4,669 | — | — | — | — |
| EXC | EXELON CORP COM | $55.47万 | 0.13% | 11,899 | — | — | — | — |
| PEP | PEPSICO INC COM | $55.46万 | 0.13% | 4,096 | — | — | — | — |
| ABBV | ABBVIE INC COM | $52.69万 | 0.12% | 2,094 | — | — | — | — |
| CVS | CVS HEALTH CORP COM | $51.38万 | 0.12% | 4,967 | — | — | — | — |
| CNP | CENTERPOINT ENERGY INC COM | $47.02万 | 0.11% | 10,676 | — | — | — | — |
| XEL | XCEL ENERGY INC COM | $46.61万 | 0.11% | 5,804 | — | — | — | — |
| CINF | CINCINNATI FINL CORP COM | $45.79万 | 0.11% | 2,473 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $42.63万 | 0.10% | 3,367 | — | — | — | — |
| MCD | MCDONALDS CORP COM | $39.76万 | 0.09% | 1,471 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $38.77万 | 0.09% | 4,417 | — | — | — | — |
| DVN | DEVON ENERGY CORP NEW COM | $38.48万 | 0.09% | 9,313 | — | — | — | — |
| RNR | RENAISSANCERE HLDGS LTD COM | $36.29万 | 0.08% | 1,145 | — | — | — | — |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $35.38万 | 0.08% | 7,803 | — | — | — | — |
| HSY | HERSHEY CO COM | $34.77万 | 0.08% | 1,982 | — | — | — | — |
| IBN | ICICI BANK LIMITED ADR | $33.04万 | 0.08% | 11,381 | — | — | — | — |
| ATO | ATMOS ENERGY CORP COM | $32.72万 | 0.08% | 1,899 | — | — | — | — |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $32.24万 | 0.07% | 6,380 | — | — | — | — |
| RDDT | REDDIT INC CL A | $31.90万 | 0.07% | 1,838 | — | — | — | — |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $31.11万 | 0.07% | 6,151 | — | — | — | — |
| QS | QUANTUMSCAPE CORP COM CL A | $31.03万 | 0.07% | 41,041 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $30.80万 | 0.07% | 933 | — | — | — | — |
| FANG | DIAMONDBACK ENERGY INC COM | $29.14万 | 0.07% | 1,658 | — | — | — | — |
| BP | BP PLC SPONSORED ADR | $28.94万 | 0.07% | 7,832 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $27.47万 | 0.06% | 777 | — | — | — | — |
| GQGU | GQG US EQUITY ETF | $27.47万 | 0.06% | 10,813 | — | — | — | — |
| STT | STATE STR CORP COM | $24.10万 | 0.06% | 1,421 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $23.30万 | 0.05% | 586 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $21.08万 | 0.05% | 307 | — | — | — | — |
| MCK | MCKESSON CORP COM | $20.63万 | 0.05% | 273 | — | — | — | — |