Shah Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Shah Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 4.33 亿美元。前几大持仓：DYNF（15.60%）、VGT（7.65%）、VOE（6.25%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $67.6M | 15.60% | 993,630 | 新建仓 |
| 2 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $33.2M | 7.65% | 277,415 | 新建仓 |
| 3 | VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $27.1M | 6.25% | 136,988 | 新建仓 |
| 4 | IAU | ISHARES GOLD TRUST | $26.8M | 6.19% | 355,328 | 新建仓 |
| 5 | INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $26.8M | 6.19% | 654,401 | 新建仓 |
| 6 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $26.6M | 6.14% | 508,683 | 新建仓 |
| 7 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $20.6M | 4.76% | 391,169 | 新建仓 |
| 8 | NVDA | NVIDIA CORPORATION COM | $20.0M | 4.61% | 99,777 | 新建仓 |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $18.6M | 4.28% | 223,937 | 新建仓 |
| 10 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $16.7M | 3.86% | 48,732 | 新建仓 |
| 11 | EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $16.6M | 3.84% | 650,752 | 新建仓 |
| 12 | INDA | ISHARES MSCI INDIA ETF | $13.4M | 3.09% | 271,062 | 新建仓 |
| 13 | TSLA | TESLA INC COM | $12.7M | 2.94% | 30,288 | 新建仓 |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | $9.9M | 2.29% | 134,952 | 新建仓 |
| 15 | HDB | HDFC BANK LTD SPONSORED ADS | $9.1M | 2.09% | 351,228 | 新建仓 |
| 16 | AUR | AURORA INNOVATION INC CLASS A COM | $8.0M | 1.86% | 1.2M | 新建仓 |
| 17 | XME | STATE STREET SPDR S&P METALS & MINING ETF | $7.8M | 1.80% | 72,892 | 新建仓 |
| 18 | BSV | VANGUARD SHORT-TERM BOND ETF | $7.3M | 1.68% | 93,651 | 新建仓 |
| 19 | AAPL | APPLE INC COM | $5.7M | 1.32% | 19,764 | 新建仓 |
| 20 | BE | BLOOM ENERGY CORP COM CL A | $4.8M | 1.12% | 15,992 | 新建仓 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.4M | 1.01% | 8,758 | 新建仓 |
| 22 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.9M | 0.90% | 77,195 | 新建仓 |
| 23 | CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3.8M | 0.87% | 69,060 | 新建仓 |
| 24 | RKLB | ROCKET LAB CORP COM | $3.2M | 0.73% | 31,002 | 新建仓 |
| 25 | AMZN | AMAZON COM INC COM | $2.1M | 0.49% | 8,930 | 新建仓 |
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