小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
$498.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 42
增持 77
减持 13
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
SCHF
SCHWAB STRATEGIC TR
+$36.8M
947,143
增持
AAPL
APPLE INC
+$13.4M
99,519
+228%
增持
VUG
VANGUARD INDEX FDS
+$12.4M
48,504
+344%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GLD
SPDR GOLD TR
+$11.9M
71,418
+3705%
增持
VTV
VANGUARD INDEX FDS
+$11.8M
96,031
+448%
增持
XLF
SELECT SECTOR SPDR TR
+$9.5M
274,337
+730%
清仓
XLV
SELECT SECTOR SPDR TR
-$8.5M
0
-100%
清仓
XHB
SPDR SER TR
-$8.3M
0
-100%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$7.3M
153,535
减持
PTBD
PACER FDS TR
-$6.2M
239,301
-49%
增持
IVV
ISHARES TR
+$6.0M
45,895
+24%
建仓
XLE
SELECT SECTOR SPDR TR
+$5.9M
106,545
建仓
ESGD
ISHARES TR
+$5.1M
64,482
减持
VB
VANGUARD INDEX FDS
-$5.0M
1,028
-96%
增持
IVW
ISHARES TR
+$4.5M
68,530
+323%
减持
VNQ
VANGUARD INDEX FDS
-$4.5M
10,064
-82%
增持
FALN
ISHARES TR
+$3.9M
331,285
+65%
增持
TFI
SPDR SER TR
+$3.8M
78,209
+1643%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.7M
49,766
+58%
建仓
IVE
ISHARES TR
+$3.6M
23,061
增持
VOE
VANGUARD INDEX FDS
+$3.3M
32,430
+191%
建仓
EDIV
SPDR INDEX SHS FDS
+$3.3M
110,881
增持
IUSG
ISHARES TR
+$3.3M
56,979
+75%
增持
VOT
VANGUARD INDEX FDS
+$3.2M
17,983
+219%
增持
MSFT
MICROSOFT CORP
+$3.2M
23,623
+41%
增持
IWF
ISHARES TR
+$3.0M
12,500
+302%
建仓
IWD
ISHARES TR
+$2.9M
17,141
建仓
IJK
ISHARES TR
+$2.8M
32,888
增持
AMZN
AMAZON COM INC
+$2.8M
1,812
+83%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.8M
38,481
+911%
建仓
IJT
ISHARES TR
+$2.5M
18,135
增持
IEFA
ISHARES TR
+$2.5M
66,673
+100%
增持
ESGU
ISHARES TR
+$2.4M
173,919
+5%
增持
IJR
ISHARES TR
+$2.3M
59,889
+45%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
63,399
+7%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.1M
44,161
+758%
增持
TIP
ISHARES TR
+$2.0M
33,218
+81%
增持
GOOGL
ALPHABET INC
+$1.9M
1,804
+45%
建仓
DON
WISDOMTREE TR
+$1.9M
42,333
建仓
VBK
VANGUARD INDEX FDS
+$1.7M
6,050
增持
MTUM
ISHARES TR
+$1.7M
23,693
+57%
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.6M
14,492
建仓
EFA
ISHARES TR
+$1.6M
20,325
建仓
XMPT
VANECK ETF TRUST
+$1.6M
53,272
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
13,044
+201%
增持
IJH
ISHARES TR
+$1.5M
7,150
+263%
建仓
IWS
ISHARES TR
+$1.5M
11,940
建仓
MUNI
PIMCO ETF TR
+$1.4M
25,245
增持
USMV
ISHARES TR
+$1.4M
21,553
+324%
减持
IGSB
ISHARES TR
-$1.4M
17,730
-58%
增持
HD
HOME DEPOT INC
+$1.3M
7,185
+43%
建仓
IWM
ISHARES TR
+$1.3M
5,929
建仓
DES
WISDOMTREE TR
+$1.3M
40,053
增持
EFG
ISHARES TR
+$1.3M
73,872
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
50,913
+8%
减持
ANGL
VANECK ETF TRUST
-$1.2M
11,175
-76%
增持
MGK
VANGUARD WORLD FD
+$1.2M
38,405
+2%
增持
PFE
PFIZER INC
+$1.2M
23,740
+313%
建仓
DSI
ISHARES TR
+$1.2M
12,423
增持
IUSB
ISHARES TR
+$1.1M
140,686
+19%
增持
DGRO
ISHARES TR
+$1.1M
182,670
+1%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
2,120
增持
PEP
PEPSICO INC
+$1.1M
7,616
+377%
清仓
ICF
ISHARES TR
-$1.1M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
28,982
+19%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
20,497
+50%
建仓
SCHH
SCHWAB STRATEGIC TR
+$1.0M
19,111
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$996.0K
44,731
增持
SHY
ISHARES TR
+$983.0K
38,371
+44%
清仓
DBE
INVESCO DB MULTI-SECTOR COMM
-$975.0K
0
-100%
减持
SPAB
SPDR SER TR
-$972.0K
90,339
-26%
建仓
BLMN
BLOOMIN BRANDS INC
+$968.0K
46,160
建仓
CVS
CVS HEALTH CORP
+$967.0K
9,374
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$955.0K
63,347
-8%
增持
GOOG
ALPHABET INC
+$943.0K
665
+81%
增持
VTEB
VANGUARD MUN BD FDS
+$930.0K
28,403
+147%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$903.0K
14,484
建仓
APA
APA CORPORATION
+$890.0K
33,090
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$873.0K
27,563
+181%
增持
IEMG
ISHARES INC
+$828.0K
26,035
+120%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$814.0K
21,235
+166%
增持
T
AT&T INC
+$802.0K
53,131
+185%
增持
SPY
SPDR S&P 500 ETF TR
+$794.0K
4,690
+40%
建仓
IGM
ISHARES TR
+$790.0K
1,800
增持
DIS
DISNEY WALT CO
+$785.0K
8,181
+187%
增持
NVDA
NVIDIA CORPORATION
+$760.0K
7,204
+10%
建仓
MA
MASTERCARD INCORPORATED
+$757.0K
2,108
减持
—
TIVITY HEALTH INC
-$717.0K
39,000
-49%
增持
VBND
ETF SER SOLUTIONS
+$717.0K
84,171
+21%
清仓
—
KRANESHARES TR
-$706.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$697.0K
32,121
+78%
增持
UNP
UNION PAC CORP
+$696.0K
5,176
+67%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$650.0K
9,064
+125%
增持
EMB
ISHARES TR
+$644.0K
9,518
+166%
增持
AVGO
BROADCOM INC
+$628.0K
2,831
+9%
增持
HYG
ISHARES TR
+$626.0K
14,042
+106%
建仓
SWK
STANLEY BLACK & DECKER INC
+$610.0K
3,234
建仓
IWO
ISHARES TR
+$610.0K
2,082
建仓
IVLU
ISHARES TR
+$608.0K
23,912
增持
MGV
VANGUARD WORLD FD
+$599.0K
64,052
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$572.0K
3,990
+9%
增持
VOO
VANGUARD INDEX FDS
+$569.0K
2,627
+79%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$553.0K
6,621
-24%
增持
AGG
ISHARES TR
+$542.0K
38,704
+15%
增持
ABBV
ABBVIE INC
+$542.0K
6,419
+112%
增持
CSX
CSX CORP
+$541.0K
40,944
+22%
增持
KBH
KB HOME
+$527.0K
20,365
+107%
建仓
XOP
SPDR SER TR
+$527.0K
5,499
清仓
MU
MICRON TECHNOLOGY INC
-$520.0K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$514.0K
10,719
增持
TSLA
TESLA INC
+$511.0K
883
+62%
建仓
HYD
VANECK ETF TRUST
+$505.0K
8,089
增持
NOBL
PROSHARES TR
+$503.0K
49,615
+1%
建仓
IWN
ISHARES TR
+$498.0K
3,001
减持
COMT
ISHARES U S ETF TR
-$496.0K
39,668
-17%
清仓
—
SPLUNK INC
-$493.0K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$492.0K
8,088
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$490.0K
2,835
+81%
建仓
PGR
PROGRESSIVE CORP
+$489.0K
691
清仓
FDX
FEDEX CORP
-$488.0K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$476.0K
8,010
+21%
增持
IQV
IQVIA HLDGS INC
+$476.0K
5,111
+27%
增持
CSCO
CISCO SYS INC
+$466.0K
36,734
+7%
增持
PG
PROCTER AND GAMBLE CO
+$464.0K
6,576
+50%
减持
IXG
ISHARES TR
-$444.0K
20,873
-23%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$435.0K
0
-100%
清仓
—
FORWARD AIR CORP
-$432.0K
0
-100%
建仓
—
HAWKS ACQUISITION CORP
+$427.0K
44,058
增持
TJX
TJX COS INC NEW
+$424.0K
16,827
+30%
减持
GOVT
ISHARES TR
-$419.0K
176,502
-9%
减持
V
VISA INC
-$418.0K
6,496
-21%
建仓
LOW
LOWES COS INC
+$417.0K
1,615
增持
EW
EDWARDS LIFESCIENCES CORP
+$414.0K
11,850
+20%
清仓
LASR
NLIGHT INC
-$406.0K
0
-100%
清仓
FSS
FEDERAL SIGNAL CORP
-$403.0K
0
-100%
清仓
ECHO
ECHOSTAR CORP
-$403.0K
0
-100%
清仓
PSTG
PURE STORAGE INC
-$397.0K
0
-100%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$392.0K
6,852
+10%
增持
QCOM
QUALCOMM INC
+$388.0K
4,961
+23%
增持
CVX
CHEVRON CORP NEW
+$385.0K
5,116
+141%
增持
—
EXXON MOBIL CORP
+$376.0K
14,465
+67%
清仓
IIIV
I3 VERTICALS INC
-$375.0K
0
-100%
清仓
—
M D C HLDGS INC
-$374.0K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$372.0K
4,643
+21%
建仓
GS
GOLDMAN SACHS GROUP INC
+$369.0K
966
清仓
RWT
REDWOOD TR INC
-$365.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$362.0K
1,749
增持
IEF
ISHARES TR
+$357.0K
4,953
+167%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$350.0K
34,747
清仓
LUV
SOUTHWEST AIRLS CO
-$341.0K
0
-100%
