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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 150 项
建仓 23
增持 39
减持 47
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$19.3M
3,460
-96%
减持
LQDH
ISHARES U S ETF TR
-$17.8M
25,388
-88%
建仓
TLTW
ISHARES TR
+$9.3M
255,516
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
BIL
SPDR SER TR
+$8.3M
90,171
减持
XLE
SELECT SECTOR SPDR TR
-$6.6M
5,419
-94%
清仓
DJP
BARCLAYS BANK PLC
-$5.8M
0
-100%
减持
GLD
SPDR GOLD TR
-$5.7M
5,731
-84%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$5.6M
77,133
建仓
LQDW
ISHARES TR
+$5.0M
135,173
增持
IVV
ISHARES TR
-$3.8M
67,869
+10%
减持
PTBD
PACER FDS TR
-$3.6M
32,675
-81%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.6M
21,019
-74%
减持
QQQ
INVESCO QQQ TR
-$3.5M
9,231
-44%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.4M
75,739
+426%
增持
ESGU
ISHARES TR
-$3.4M
190,413
+4%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$3.3M
0
-100%
增持
IEFA
ISHARES TR
+$3.3M
124,266
+165%
增持
SCHF
SCHWAB STRATEGIC TR
-$3.3M
558,149
+8%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$3.0M
0
-100%
建仓
TBF
PROSHARES TR
+$2.9M
130,522
减持
AGZD
WISDOMTREE TR
-$2.9M
120,175
-33%
减持
SCZ
ISHARES TR
-$2.8M
11,046
-78%
建仓
EEMV
ISHARES INC
+$2.8M
55,023
减持
AAPL
APPLE INC
-$2.6M
63,008
-3%
清仓
NOG
NORTHERN OIL AND GAS INC MN
-$2.6M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$2.5M
163,505
+5%
增持
HDV
ISHARES TR
+$2.5M
32,146
+761%
减持
MSFT
MICROSOFT CORP
-$2.4M
22,685
-9%
建仓
AVDV
AMERICAN CENTY ETF TR
+$2.3M
48,014
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$2.2M
181,004
-25%
清仓
ITA
ISHARES TR
-$2.1M
0
-100%
减持
AVGO
BROADCOM INC
-$2.0M
5,226
-25%
减持
EFV
ISHARES TR
-$2.0M
136,170
-6%
增持
IEMG
ISHARES INC
+$2.0M
70,050
+292%
减持
ESGE
ISHARES INC
-$2.0M
60,879
-40%
建仓
IEF
ISHARES TR
+$1.9M
20,020
减持
NVDA
NVIDIA CORPORATION
-$1.8M
4,469
-48%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
116,949
+36%
建仓
KMLM
KRANESHARES TR
+$1.8M
45,805
减持
SCHV
SCHWAB STRATEGIC TR
-$1.7M
100,987
-6%
清仓
EWZ
ISHARES INC
-$1.7M
0
-100%
增持
DGRO
ISHARES TR
-$1.6M
204,889
+2%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.6M
24,525
清仓
—
EDWARDS LIFESCIENCES CORP
-$1.6M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.6M
28,009
+1718%
减持
VLUE
ISHARES TR
-$1.6M
3,015
-83%
减持
IYE
ISHARES TR
-$1.5M
22,798
-62%
清仓
CSX
CSX CORP
-$1.5M
0
-100%
增持
IWP
ISHARES TR
+$1.5M
32,510
+208%
清仓
DBO
INVESCO DB MULTI-SECTOR COMM
-$1.5M
0
-100%
清仓
DBB
INVESCO DB MULTI-SECTOR COMM
-$1.5M
0
-100%
增持
TFI
SPDR SER TR
+$1.4M
66,995
+111%
减持
IXN
ISHARES TR
-$1.4M
12,702
-62%
增持
IWM
ISHARES TR
+$1.4M
12,267
+296%
减持
IJR
ISHARES TR
-$1.4M
41,815
-10%
减持
IDXX
IDEXX LABS INC
-$1.4M
1,280
-61%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.4M
0
-100%
减持
QUAL
ISHARES TR
-$1.4M
2,501
-79%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.3M
16,191
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
21,942
+133%
增持
IWS
ISHARES TR
+$1.3M
25,156
+169%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
6,234
减持
MTUM
ISHARES TR
-$1.3M
2,169
-77%
减持
QCOM
QUALCOMM INC
-$1.3M
4,596
-61%
增持
XSOE
WISDOMTREE TR
-$1.3M
379,446
+17%
清仓
EQIX
EQUINIX INC
-$1.2M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.2M
0
-100%
减持
MGV
VANGUARD WORLD FD
-$1.2M
61,624
-3%
清仓
—
VY GLOBAL GROWTH
-$1.2M
0
-100%
减持
CRM
SALESFORCE INC
-$1.2M
10,696
-17%
清仓
—
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
36,855
+57%
增持
GOVT
ISHARES TR
+$1.1M
284,127
+32%
清仓
MU
MICRON TECHNOLOGY INC
-$1.1M
0
-100%
减持
AGG
ISHARES TR
-$1.1M
31,769
-17%
减持
XLF
SELECT SECTOR SPDR TR
-$1.0M
50,061
-25%
建仓
IAT
ISHARES TR
+$973.0K
20,380
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$972.0K
40,651
增持
XLK
SELECT SECTOR SPDR TR
+$963.0K
29,666
+84%
减持
MDYG
SPDR SER TR
-$962.0K
62,742
-2%
清仓
GCC
WISDOMTREE TR
-$936.0K
0
-100%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$934.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$912.0K
26,841
+2118%
减持
FALN
ISHARES TR
-$872.0K
59,107
-28%
清仓
—
JUNIPER NETWORKS INC
-$868.0K
0
-100%
清仓
JXN
JACKSON FINANCIAL INC
-$847.0K
0
-100%
建仓
—
STERIS PLC
+$810.0K
4,871
建仓
XBI
SPDR SER TR
+$800.0K
10,088
增持
IWO
ISHARES TR
+$785.0K
5,928
+244%
清仓
BBY
BEST BUY INC
-$771.0K
0
-100%
减持
COMT
ISHARES U S ETF TR
-$768.0K
23,104
-42%
建仓
URA
GLOBAL X FDS
+$756.0K
38,142
减持
SLYG
SPDR SER TR
-$752.0K
42,247
-2%
建仓
IFRA
ISHARES TR
+$741.0K
22,988
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$740.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$718.0K
48,297
+113%
增持
MDYV
SPDR SER TR
-$709.0K
79,816
+6%
减持
VTEB
VANGUARD MUN BD FDS
-$700.0K
15,801
-44%
增持
BOND
PIMCO ETF TR
+$692.0K
21,076
+79%
减持
NUEM
NUSHARES ETF TR
-$679.0K
11,622
-63%
减持
DUK
DUKE ENERGY CORP NEW
-$677.0K
18,322
-14%
清仓
SYF
SYNCHRONY FINANCIAL
-$664.0K
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$663.0K
0
-100%
增持
NOBL
PROSHARES TR
-$652.0K
49,576
+2%
清仓
PAVE
GLOBAL X FDS
-$649.0K
0
-100%
清仓
—
TRITON INTL LTD
-$647.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$643.0K
22,321
-1%
清仓
IGV
ISHARES TR
-$624.0K
0
-100%
增持
VOT
VANGUARD INDEX FDS
-$599.0K
14,275
+5%
清仓
ELV
ANTHEM INC
-$594.0K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$593.0K
4,700
清仓
APA
APA CORPORATION
-$593.0K
0
-100%
减持
PWS
PACER FDS TR
-$585.0K
92,575
-13%
清仓
DLTR
DOLLAR TREE INC
-$584.0K
0
-100%
增持
SLYV
SPDR SER TR
-$583.0K
58,182
+8%
增持
IUSB
ISHARES TR
+$580.0K
220,934
+19%
建仓
—
SPDR INDEX SHS FDS
+$562.0K
26,338
减持
MUB
ISHARES TR
-$560.0K
64,304
-1%
清仓
NRP
NATURAL RESOURCE PARTNERS L
-$555.0K
0
-100%
减持
HYG
ISHARES TR
-$541.0K
4,447
-57%
清仓
—
PRIMO WATER CORPORATION
-$511.0K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$511.0K
0
-100%
清仓
—
FIRST TR EXCHANGE-TRADED FD
-$509.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$496.0K
90,357
-0%
清仓
—
NEW RELIC INC
-$494.0K
0
-100%
增持
SUSC
ISHARES TR
+$485.0K
50,388
+107%
清仓
—
SHYFT GROUP INC
-$476.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$471.0K
0
-100%
增持
SUB
ISHARES TR
+$468.0K
19,780
+32%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$460.0K
3,483
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$454.0K
5,150
-1%
清仓
RWT
REDWOOD TR INC
-$449.0K
0
-100%
减持
EEM
ISHARES TR
-$445.0K
11,269
-39%
减持
TIP
ISHARES TR
-$434.0K
21,559
-0%
增持
EFG
ISHARES TR
+$427.0K
72,351
+44%
建仓
SHY
ISHARES TR
+$427.0K
5,258
建仓
UAUG
INNOVATOR ETFS TR
+$417.0K
16,494
清仓
META
META PLATFORMS INC
-$416.0K
0
-100%
增持
SPYG
SPDR SER TR
-$414.0K
25,979
+0%
增持
JPM
JPMORGAN CHASE & CO
-$399.0K
28,129
+15%
增持
VBR
VANGUARD INDEX FDS
-$396.0K
22,737
+9%
清仓
IHI
ISHARES TR
-$390.0K
0
-100%
增持
ESGD
ISHARES TR
-$382.0K
30,226
+7%
减持
NULG
NUSHARES ETF TR
-$382.0K
20,628
-6%
减持
IWR
ISHARES TR
-$381.0K
6,645
-35%
增持
MRK
MERCK & CO INC
+$379.0K
21,172
+20%
增持
GOOG
ALPHABET INC
-$369.0K
8,980
+1936%
清仓
INTC
INTEL CORP
-$356.0K
0
-100%
减持
T
AT&T INC
-$356.0K
19,698
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$356.0K
5,000
+18%
