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WealthShield Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WealthShield Partners, LLC

报告期 2026-03-31 · CIK 0001729303

持仓数

609

前50大市值合计

$498.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$35.2M

53,959

7.1%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$20.6M

832,795

4.1%

IEMG ISHARES INC

CORE MSCI EMKT

$20.1M

288,440

4.0%

AAPL APPLE INC

COM

$19.1M

75,292

3.8%

IVW ISHARES TR

S&P 500 GRWT ETF

$17.5M

154,912

3.5%

IVE ISHARES TR

S&P 500 VAL ETF

$17.0M

80,286

3.4%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$16.1M

43,954

3.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$14.9M

512,233

3.0%

NVDA NVIDIA CORPORATION

COM

$14.3M

81,820

2.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$13.3M

229,364

2.7%

IUSB ISHARES TR

CORE UNIVRSL USD

$13.2M

286,289

2.7%

DGRO ISHARES TR

CORE DIV GRWTH

$13.0M

185,587

2.6%

MSFT MICROSOFT CORP

COM

$12.7M

34,440

2.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$12.5M

63,913

2.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$11.8M

55,047

2.4%

EFV ISHARES TR

EAFE VALUE ETF

$10.7M

143,410

2.1%

AMZN AMAZON COM INC

COM

$10.5M

50,408

2.1%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$10.3M

70,828

2.1%

BOND PIMCO ETF TR

ACTIVE BD ETF

$9.6M

103,918

1.9%

JPM JPMORGAN CHASE & CO

COM

$9.2M

31,378

1.9%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$8.8M

287,278

1.8%

BWX SPDR SERIES TRUST

BLOOMBERG INTL T

$8.5M

388,551

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$8.5M

29,594

1.7%

TLTW ISHARES TR

20+ YEAR TR BD

$8.5M

375,807

1.7%

MUB ISHARES TR

NATIONAL MUN ETF

$8.0M

75,807

1.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$7.9M

18,037

1.6%

MDYV SPDR SERIES TRUST

STATE STREET SPD

$7.5M

88,173

1.5%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$7.1M

304,718

1.4%

MDYG SPDR SERIES TRUST

STATE STREET SPD

$6.9M

71,389

1.4%

EFG ISHARES TR

EAFE GRWTH ETF

$6.8M

61,335

1.4%

QUAL ISHARES TR

MSCI USA QLT FCT

$6.8M

35,497

1.4%

AVGO BROADCOM INC

COM

$6.7M

21,627

1.3%

WMT WALMART INC

COM

$6.6M

53,249

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.5M

13,513

1.3%

META META PLATFORMS INC

CL A

$6.5M

11,309

1.3%

MTUM ISHARES TR

MSCI USA MMENTM

$6.4M

26,550

1.3%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$6.3M

66,515

1.3%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$6.1M

183,998

1.2%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$6.0M

44,849

1.2%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$6.0M

164,317

1.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$5.9M

9,132

1.2%

C CITIGROUP INC

COM NEW

$5.9M

51,973

1.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$5.8M

30,150

1.2%

NFLX NETFLIX INC.

COM

$5.7M

59,212

1.1%

FLTR VANECK ETF TRUST

IG FLOATING RATE

$5.3M

209,139

1.1%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$5.3M

54,992

1.1%

HD HOME DEPOT INC

COM

$5.3M

16,115

1.1%

MCD MCDONALDS CORP

COM

$5.2M

16,811

1.0%

LRCX LAM RESEARCH CORP

COM NEW

$4.9M

22,789

1.0%

NOBL PROSHARES TR

S&P 500 DV ARIST

$4.8M

45,509

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

IVV7.1%SCHF4.1%IEMG4.0%AAPL3.8%IVW3.5%IVE3.4%