Shah Wealth Advisors, LLC
- SEC CIK
- 0002149018
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位。
- 持股檔數
- 79
- 2026 年第 1 季沒有申報
- 總值
- $4.33 億
- 2026 年第 1 季沒有申報
Shah Wealth Advisors, LLC 沒有申報 2026 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 993,630 | $6,758 萬 | 15.6% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 277,415 | $3,316 萬 | 7.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 136,988 | $2,707 萬 | 6.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 355,328 | $2,683 萬 | 6.2% | – | – | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 654,401 | $2,680 萬 | 6.2% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 508,683 | $2,662 萬 | 6.1% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 391,169 | $2,062 萬 | 4.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 99,777 | $1,996 萬 | 4.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 223,937 | $1,855 萬 | 4.3% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 48,732 | $1,671 萬 | 3.9% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 650,752 | $1,663 萬 | 3.8% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 271,062 | $1,339 萬 | 3.1% | – | – | – |
| TSLATesla, Inc. | Stock | 30,288 | $1,274 萬 | 2.9% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 134,952 | $990.7 萬 | 2.3% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 351,228 | $907.2 萬 | 2.1% | – | – | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 1,178,653 | $803.8 萬 | 1.9% | – | – | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 72,892 | $779.4 萬 | 1.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 93,651 | $729.6 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,764 | $571.9 萬 | 1.3% | – | – | 歷史 |
| BEBloom Energy Corp | COM CL A | 15,992 | $484.1 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,758 | $438.2 萬 | 1.0% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 77,195 | $390.4 萬 | 0.9% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 69,060 | $376.7 萬 | 0.9% | – | – | 歷史 |
| RKLBRocket Lab Corp | COM | 31,002 | $315.1 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,930 | $212.8 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,611 | $203.4 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 10,729 | $146.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,281 | $143.8 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,692 | $137.7 萬 | 0.3% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,360 | $132.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 8,190 | $128.5 萬 | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 3,429 | $128.2 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,000 | $126.6 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 16,800 | $120.9 萬 | 0.3% | – | – | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 16,776 | $118.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 26,555 | $112.4 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 52,091 | $107.8 萬 | 0.2% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 847 | $99.5 萬 | 0.2% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 18,091 | $91.7 萬 | 0.2% | – | – | – |
| ALLAllstate Corp | Stock | 3,731 | $88.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,317 | $85.8 萬 | 0.2% | – | – | – |
| CICigna Group | Stock | 2,972 | $81.9 萬 | 0.2% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 3,641 | $79.5 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,012 | $74.5 萬 | 0.2% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 5,431 | $71.5 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 8,787 | $71.4 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 4,346 | $68.1 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,634 | $67.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,985 | $66.1 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,669 | $63.9 萬 | 0.1% | – | – | 歷史 |
| EXCExelon Corp | Stock | 11,899 | $55.5 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,096 | $55.5 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,094 | $52.7 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,967 | $51.4 萬 | 0.1% | – | – | 歷史 |
| CNPCenterpoint Energy Inc | COM | 10,676 | $47.0 萬 | 0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 5,804 | $46.6 萬 | 0.1% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,473 | $45.8 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,367 | $42.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,471 | $39.8 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,417 | $38.8 萬 | 0.1% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 9,313 | $38.5 萬 | 0.1% | – | – | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,145 | $36.3 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,803 | $35.4 萬 | 0.1% | – | – | – |
| HSYHershey Co | COM | 1,982 | $34.8 萬 | 0.1% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 11,381 | $33.0 萬 | 0.1% | – | – | 歷史 |
| ATOAtmos Energy Corp | COM | 1,899 | $32.7 萬 | 0.1% | – | – | 歷史 |
| BlackRock ETF Trust II092528884 | SHORT TERM CALIF | 6,380 | $32.2 萬 | 0.1% | – | – | – |
| RDDTReddit, Inc. | Stock | 1,838 | $31.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,151 | $31.1 萬 | 0.1% | – | – | – |
| QSQuantumScape Corp | COM CL A | 41,041 | $31.0 萬 | 0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 933 | $30.8 萬 | 0.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,658 | $29.1 萬 | 0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 7,832 | $28.9 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 777 | $27.5 萬 | 0.1% | – | – | 歷史 |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 10,813 | $27.5 萬 | 0.1% | – | – | – |
| STTState Street Corp | COM | 1,421 | $24.1 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 586 | $23.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 307 | $21.1 萬 | <0.1% | – | – | – |
| MCKMcKesson Corp | Stock | 273 | $20.6 萬 | <0.1% | – | – | 歷史 |