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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
$498.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 61
增持 14
减持 57
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
LQDH
ISHARES U S ETF TR
+$20.1M
214,639
增持
VTI
VANGUARD INDEX FDS
+$18.6M
87,303
+1597%
减持
SCHF
SCHWAB STRATEGIC TR
-$17.8M
516,884
-45%
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。
建仓
SCHG
SCHWAB STRATEGIC TR
+$11.7M
155,899
建仓
XSOE
WISDOMTREE TR
+$10.6M
324,861
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$9.7M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$8.8M
23,489
-52%
减持
XLK
SELECT SECTOR SPDR TR
-$8.5M
16,111
-75%
建仓
AGZD
WISDOMTREE TR
+$8.4M
179,974
减持
XLF
SELECT SECTOR SPDR TR
-$8.2M
66,423
-76%
建仓
SCHV
SCHWAB STRATEGIC TR
+$7.7M
107,230
减持
FALN
ISHARES TR
-$7.6M
82,310
-75%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.8M
9,411
-82%
减持
AAPL
APPLE INC
-$6.3M
64,874
-35%
增持
IVV
ISHARES TR
+$6.2M
61,954
+35%
建仓
DJP
BARCLAYS BANK PLC
+$5.8M
155,785
减持
GLD
SPDR GOLD TR
-$5.6M
36,412
-49%
建仓
PCEF
INVESCO EXCH TRADED FD TR II
+$5.3M
242,018
建仓
MDYV
SPDR SER TR
+$5.3M
75,653
增持
QQQ
INVESCO QQQ TR
+$5.1M
16,584
+610%
建仓
MDYG
SPDR SER TR
+$4.7M
63,978
建仓
SLYV
SPDR SER TR
+$4.5M
53,866
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.3M
80,929
+901%
清仓
VBND
ETF SER SOLUTIONS
-$4.3M
0
-100%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$4.0M
49,403
-68%
清仓
REMX
VANECK ETF TRUST
-$3.8M
0
-100%
建仓
SLYG
SPDR SER TR
+$3.6M
43,303
建仓
IWC
ISHARES TR
+$3.4M
26,534
建仓
SCZ
ISHARES TR
+$3.3M
50,331
减持
EFG
ISHARES TR
-$3.3M
50,098
-32%
清仓
SHY
ISHARES TR
-$3.3M
0
-100%
减持
PWS
PACER FDS TR
-$3.1M
106,100
-45%
减持
IUSG
ISHARES TR
-$3.1M
32,796
-42%
减持
ESGD
ISHARES TR
-$3.0M
28,195
-56%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$3.0M
124,268
减持
IVW
ISHARES TR
-$2.9M
36,891
-46%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$2.9M
39,537
减持
MTUM
ISHARES TR
-$2.7M
9,351
-61%
建仓
IDEV
ISHARES TR
+$2.7M
42,708
减持
VONG
VANGUARD SCOTTSDALE FDS
-$2.5M
6,942
-82%
减持
TFI
SPDR SER TR
-$2.5M
31,721
-59%
建仓
SCHE
SCHWAB STRATEGIC TR
+$2.5M
90,738
增持
AVGO
BROADCOM INC
+$2.5M
6,942
+145%
减持
PTBD
PACER FDS TR
-$2.2M
175,866
-27%
建仓
ITA
ISHARES TR
+$2.1M
19,271
减持
AMZN
AMAZON COM INC
-$2.1M
1,210
-33%
减持
IVE
ISHARES TR
-$2.0M
10,045
-56%
建仓
SCHM
SCHWAB STRATEGIC TR
+$2.0M
26,598
建仓
DWX
SPDR INDEX SHS FDS
+$2.0M
52,037
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.9M
40,068
减持
VLUE
ISHARES TR
-$1.8M
17,607
-48%
减持
IJR
ISHARES TR
-$1.8M
46,607
-22%
增持
IUSB
ISHARES TR
+$1.8M
186,423
+33%
建仓
IDXX
IDEXX LABS INC
+$1.8M
3,283
建仓
SPYV
SPDR SER TR
+$1.8M
42,939
减持
IWF
ISHARES TR
-$1.8M
7,436
-41%
建仓
EWZ
ISHARES INC
+$1.7M
46,128
减持
IWD
ISHARES TR
-$1.7M
6,901
-60%
减持
IEFA
ISHARES TR
-$1.7M
46,840
-30%
建仓
SPYG
SPDR SER TR
+$1.7M
25,915
清仓
IXG
ISHARES TR
-$1.7M
0
-100%
减持
IJK
ISHARES TR
-$1.7M
14,850
-55%
建仓
—
EDWARDS LIFESCIENCES CORP
+$1.6M
13,860
减持
TIP
ISHARES TR
-$1.6M
21,639
-35%
增持
NOG
NORTHERN OIL AND GAS INC MN
+$1.6M
90,227
+93%
减持
VOT
VANGUARD INDEX FDS
-$1.5M
13,613
-24%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.5M
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
20,781
-28%
建仓
NULV
NUSHARES ETF TR
+$1.5M
40,136
减持
VOE
VANGUARD INDEX FDS
-$1.5M
22,459
-31%
减持
EDIV
SPDR INDEX SHS FDS
-$1.5M
61,260
-45%
减持
IJT
ISHARES TR
-$1.5M
8,135
-55%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.5M
85,756
-11%
减持
TFC
TRUIST FINL CORP
-$1.4M
6,409
-79%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.4M
25,549
增持
MUB
ISHARES TR
+$1.4M
65,264
+31%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.4M
1,955
建仓
NULG
NUSHARES ETF TR
+$1.3M
21,946
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.3M
16,202
建仓
BOND
PIMCO ETF TR
+$1.2M
11,777
建仓
—
FIRST TR EXCHANGE-TRADED FD
+$1.2M
6,307
减持
MGK
VANGUARD WORLD FD
-$1.2M
37,555
-2%
建仓
IJJ
ISHARES TR
+$1.2M
10,725
建仓
NUSC
NUSHARES ETF TR
+$1.1M
28,337
减持
XLE
SELECT SECTOR SPDR TR
+$1.1M
91,992
-14%
减持
XMPT
VANECK ETF TRUST
-$1.1M
18,273
-66%
建仓
MU
MICRON TECHNOLOGY INC
+$1.1M
13,894
清仓
—
KRANESHARES TR
-$1.1M
0
-100%
建仓
IWP
ISHARES TR
+$1.1M
10,548
清仓
—
IHS MARKIT LTD
-$1.0M
0
-100%
清仓
—
TIVITY HEALTH INC
-$1.0M
0
-100%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$980.0K
5,737
增持
CRM
SALESFORCE COM INC
+$976.0K
12,837
+86%
清仓
BLMN
BLOOMIN BRANDS INC
-$968.0K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$966.0K
14,393
建仓
NUEM
NUSHARES ETF TR
+$951.0K
31,217
减持
GOOGL
ALPHABET INC
-$940.0K
1,541
-15%
建仓
IJS
ISHARES TR
+$933.0K
9,108
清仓
KBH
KB HOME
-$911.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$891.0K
11,762
+137%
减持
IJH
ISHARES TR
-$877.0K
4,274
-40%
减持
SCHB
SCHWAB STRATEGIC TR
-$877.0K
14,262
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$875.0K
29,761
-33%
减持
EFA
ISHARES TR
-$873.0K
9,859
-51%
建仓
—
JUNIPER NETWORKS INC
+$868.0K
23,356
建仓
NUMV
NUSHARES ETF TR
+$868.0K
24,114
减持
DON
WISDOMTREE TR
-$859.0K
22,947
-46%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$851.0K
47,457
-5%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$850.0K
39,985
建仓
JXN
JACKSON FINANCIAL INC
+$847.0K
19,149
建仓
SUSA
ISHARES TR
+$837.0K
8,645
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$835.0K
45,466
增持
SPGI
S&P GLOBAL INC
+$829.0K
3,227
+208%
减持
CSCO
CISCO SYS INC
-$827.0K
26,919
-27%
减持
SPY
SPDR S&P 500 ETF TR
-$823.0K
3,102
-34%
清仓
IVOL
KRANESHARES TR
-$819.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$813.0K
3,313
-60%
建仓
IWR
ISHARES TR
+$794.0K
10,175
减持
IXN
ISHARES TR
-$793.0K
33,288
-21%
建仓
SCHO
SCHWAB STRATEGIC TR
+$785.0K
15,849
减持
VBK
VANGUARD INDEX FDS
-$770.0K
3,770
-38%
清仓
NKE
NIKE INC
-$752.0K
0
-100%
建仓
NUMG
NUSHARES ETF TR
+$741.0K
16,899
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$740.0K
13,942
减持
MUNI
PIMCO ETF TR
-$739.0K
12,832
-49%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$696.0K
35,478
减持
GOOG
ALPHABET INC
-$692.0K
441
-34%
减持
IWM
ISHARES TR
-$682.0K
3,101
-48%
增持
GOVT
ISHARES TR
+$672.0K
216,035
+22%
建仓
TLH
ISHARES TR
+$671.0K
4,983
建仓
SU
SUNCOR ENERGY INC NEW
+$663.0K
20,349
减持
T
AT&T INC
-$649.0K
27,847
-48%
建仓
—
TRITON INTL LTD
+$647.0K
9,220
减持
DES
WISDOMTREE TR
-$639.0K
21,245
-47%
清仓
CI
CIGNA CORP NEW
-$629.0K
0
-100%
建仓
IGV
ISHARES TR
+$624.0K
1,809
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$619.0K
25,334
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$612.0K
21,133
建仓
SUSC
ISHARES TR
+$612.0K
24,360
清仓
SWK
STANLEY BLACK & DECKER INC
-$610.0K
0
-100%
清仓
IVLU
ISHARES TR
-$608.0K
0
-100%
减持
IYE
ISHARES TR
+$607.0K
59,601
-2%
增持
DGRO
ISHARES TR
+$597.0K
201,271
+10%
建仓
ELV
ANTHEM INC
+$594.0K
1,209
减持
META
META PLATFORMS INC
-$592.0K
1,873
-37%
建仓
DLTR
DOLLAR TREE INC
+$584.0K
3,647
清仓
IEF
ISHARES TR
-$570.0K
0
-100%
减持
IEMG
ISHARES INC
-$565.0K
17,883
-31%
增持
MRK
MERCK & CO INC
+$565.0K
17,637
+51%
