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Chokshi & Queen Wealth Advisors, Inc · 13F 持仓分析
期权收益计算器 机构排行

Chokshi & Queen Wealth Advisors, Inc

No.6874 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.16亿
环比变动 Q1 2026
+$2,878.3万+15.4%
持仓股票数
60
新买入
5
加仓
23
减仓
22
清仓
9
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
24.67%24.05%$5,326.2万7.1万股$4,500.3万6.9万股+2,226股+3.23%加仓
V先锋领航指数基金VOO
22.19%19.23%$4,791.4万6.5万股$3,599.7万6.2万股+2,699股+4.33%加仓
苹果AAPL
12.74%12.63%$2,752.0万9.5万股$2,364.2万9.3万股+1,951股+2.09%加仓
英伟达NVDA
5.39%5.55%$1,163.5万5.8万股$1,037.9万6.0万股-1,362股-2.29%减仓
好市多COST
4.98%5.98%$1,074.4万1.1万股$1,119.6万1.1万股+249股+2.22%加仓
V先锋领航·HEALTHVHT
2.99%3.04%$645.4万2.2万股$569.6万2.1万股+669股+3.20%加仓
亚马逊AMZN
2.03%1.97%$437.4万1.8万股$368.7万1.8万股+650股+3.67%加仓
VisaV
1.97%2.04%$424.5万1.2万股$380.9万1.3万股-229股-1.82%减仓
PProShares信托NOBL
1.75%1.78%$378.1万6.7万股$332.7万3.1万股+3.6万股+114.56%加仓
Meta平台META
1.7%2.34%$366.3万6,502股$438.5万7,664股-1,162股-15.16%减仓
IiShares安硕信托IWV
1.57%1.58%$339.7万7,967股$296.0万7,986股-19股-0.24%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.34%1.38%$289.7万2.6万股$257.5万2.6万股-222股-0.84%减仓
微软MSFT
1.02%1.09%$219.8万5,892股$203.3万5,492股+400股+7.28%加仓
谷歌AGOOGL
0.98%0.81%$211.8万5,927股$151.7万5,277股+650股+12.32%加仓
AAlphabet Inc Class CGOOG
0.97%0.81%$210.2万5,950股$151.6万5,284股+666股+12.60%加仓
特斯拉TSLA
0.87%0.79%$188.1万4,471股$147.3万3,961股+510股+12.88%加仓
博通AVGO
0.79%1.47%$169.9万4,498股$274.9万8,883股-4,385股-49.36%减仓
VertivVRT
0.69%0.17%$149.0万4,450股$31.3万1,250股+3,200股+256.00%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.66%0.69%$141.5万2,709股$129.1万2,788股-79股-2.83%减仓
SSPDR标普500 ETFSPY
0.65%0.65%$139.4万1,867股$121.4万1,867股00.00%持仓不变
礼来LLY
0.58%0.38%$125.3万1,045股$70.4万765股+280股+36.60%加仓
V先锋领航全球基金VGT
0.58%0.49%$124.6万1.0万股$90.9万1,303股+9,125股+700.31%加仓
SStrategyMSTR
0.56%1.19%$120.4万1.4万股$222.5万1.8万股-3,975股-22.30%减仓
BBITMINE IMMERSION TECHS INCBMNR
0.51%0.47%$109.5万8.2万股$88.4万4.5万股+3.8万股+84.12%加仓
帕兰提尔PLTR
0.45%0.39%$97.7万8,374股$72.1万4,928股+3,446股+69.93%加仓
台积电TSM
0.45%$96.9万2,028股$00股+2,028股新买入
SSANDISK COMSNDK
0.45%$96.7万425股$00股+425股新买入
NETFLIXNFLX
0.4%0.67%$86.8万1.2万股$124.6万1.3万股-810股-6.25%减仓
V先锋领航·MIDVO
0.37%0.38%$79.0万9,808股$70.4万2,452股+7,356股+300.00%加仓
伯克希尔哈撒韦BRK.B
0.35%0.48%$75.8万1,515股$89.4万1,866股-351股-18.81%减仓
美光科技MU
0.35%$75.0万650股$00股+650股新买入
康宁GLW
0.31%$66.4万2,600股$00股+2,600股新买入
SSpaceXSPCX
0.3%$65.8万3,850股$00股+3,850股新买入
FFLEXFLEX
0.3%0.14%$64.8万4,000股$26.2万4,000股00.00%持仓不变
V先锋领航指数基金VV
0.29%0.29%$61.9万1,800股$53.8万1,800股00.00%持仓不变
S嘉信策略信托SCHD
0.24%0.25%$51.2万1.6万股$47.7万1.6万股+600股+3.86%加仓
MMARA HLDGS INCMARA
0.23%0.05%$50.6万3.6万股$8.9万1.1万股+2.5万股+233.03%加仓
摩根大通JPM
0.21%0.15%$46.3万1,414股$28.0万953股+461股+48.37%加仓
F第一信托交易所交易基金VIUCON
0.21%0.26%$46.0万1.8万股$48.3万2.0万股-1,008股-5.17%减仓
WWisdomTree信托DGRW
0.21%0.23%$45.2万4,723股$43.0万4,900股-177股-3.61%减仓
EETFIS SER TR INFLT
0.2%0.22%$42.1万1.8万股$41.8万1.8万股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.19%0.2%$41.4万1,748股$37.6万1,748股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.18%0.17%$38.1万2,136股$31.4万2,168股-32股-1.48%减仓
J摩根大通交易所交易基金JPIE
0.17%0.12%$37.4万8,129股$22.8万4,954股+3,175股+64.09%加仓
IiShares安硕信托STIP
0.17%0.19%$36.0万3,527股$36.5万3,527股00.00%持仓不变
IiShares黄金信托IAU
0.17%0.22%$35.7万4,729股$41.7万4,729股00.00%持仓不变
J摩根大通交易所交易基金JMST
0.16%0.18%$34.4万6,751股$34.4万6,751股00.00%持仓不变
ServiceNowNOW
0.16%0.2%$34.0万3,425股$37.5万3,585股-160股-4.46%减仓
RRBB FDTMFC
0.13%0.14%$28.8万3,788股$25.7万3,900股-112股-2.87%减仓
B贝莱德·ETF TRUST IIBINC
0.12%0.14%$26.7万5,100股$26.5万5,100股00.00%持仓不变

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