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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 23
增持 63
减持 36
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
XSOE
WISDOMTREE TR
-$9.3M
0
-100%
增持
FALN
ISHARES TR
+$7.1M
344,159
+482%
减持
BIL
SPDR SER TR
-$5.9M
25,387
-72%
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
SCHZ
SCHWAB STRATEGIC TR
+$5.7M
149,329
+484%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$5.6M
0
-100%
清仓
AGZD
WISDOMTREE TR
-$5.5M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$3.7M
129,308
+11%
减持
GOVT
ISHARES TR
-$3.3M
140,005
-51%
清仓
TBF
PROSHARES TR
-$2.9M
0
-100%
增持
IWF
ISHARES TR
+$2.7M
23,684
+107%
减持
QQQ
INVESCO QQQ TR
-$2.2M
1,176
-87%
增持
IEFA
ISHARES TR
+$2.1M
140,683
+13%
增持
MBB
ISHARES TR
+$2.0M
34,500
+172%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$2.0M
62,543
-65%
增持
HYMB
SPDR SER TR
+$1.9M
46,031
+610%
建仓
IYW
ISHARES TR
+$1.9M
25,699
增持
MTUM
ISHARES TR
+$1.9M
14,881
+586%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
545,864
-2%
增持
EFV
ISHARES TR
+$1.7M
150,645
+11%
清仓
V
VISA INC
-$1.6M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$1.6M
0
-100%
减持
IEF
ISHARES TR
-$1.5M
4,175
-79%
建仓
OEF
ISHARES TR
+$1.4M
8,473
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
0
-100%
建仓
COWZ
PACER FDS TR
+$1.4M
31,113
增持
SHYG
ISHARES TR
+$1.3M
39,497
+477%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.3M
0
-100%
增持
TLTW
ISHARES TR
+$1.3M
325,070
+27%
清仓
—
CHUBB LIMITED
-$1.2M
0
-100%
减持
HDV
ISHARES TR
-$1.2M
16,472
-49%
增持
EEMV
ISHARES INC
+$1.2M
74,561
+36%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
30,546
+9%
清仓
—
EATON CORP PLC
-$1.1M
0
-100%
减持
TIP
ISHARES TR
-$1.1M
10,717
-50%
增持
IWD
ISHARES TR
+$1.1M
15,610
+68%
减持
ESGU
ISHARES TR
-$1.1M
165,967
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$1.0M
20,059
-32%
清仓
—
MEDTRONIC PLC
-$992.0K
0
-100%
减持
DGRO
ISHARES TR
+$981.4K
201,848
-1%
增持
VUG
VANGUARD INDEX FDS
+$942.5K
41,422
+12%
增持
IWM
ISHARES TR
+$926.1K
16,914
+38%
建仓
IWB
ISHARES TR
+$894.5K
4,249
建仓
DFCF
DIMENSIONAL ETF TRUST
+$891.1K
21,341
减持
ESGE
ISHARES INC
-$891.1K
26,403
-57%
增持
VTEB
VANGUARD MUN BD FDS
+$882.8K
33,214
+110%
清仓
DON
WISDOMTREE TR
-$874.0K
0
-100%
建仓
FISV
FISERV INC
+$851.4K
8,424
建仓
SUSL
ISHARES TR
+$851.2K
12,836
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$850.5K
57,481
-1%
清仓
—
NXP SEMICONDUCTORS N V
-$839.0K
0
-100%
建仓
DBE
INVESCO DB MULTI-SECTOR COMM
+$823.5K
36,327
清仓
—
STERIS PLC
-$810.0K
0
-100%
减持
LQDW
ISHARES TR
-$786.2K
123,139
-9%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$759.0K
0
-100%
减持
AAPL
APPLE INC
-$746.8K
61,273
-3%
减持
MGV
VANGUARD WORLD FD
+$737.7K
61,446
-0%
清仓
SCHO
SCHWAB STRATEGIC TR
-$736.0K
0
-100%
增持
IUSB
ISHARES TR
+$721.7K
234,891
+6%
增持
EEM
ISHARES TR
+$705.1K
28,974
+157%
减持
SCHV
SCHWAB STRATEGIC TR
+$682.6K
99,843
-1%
增持
IWS
ISHARES TR
+$670.6K
29,301
+16%
减持
IEMG
ISHARES INC
-$640.9K
50,753
-28%
增持
UNH
UNITEDHEALTH GROUP INC
+$636.4K
5,963
+19%
增持
SCHG
SCHWAB STRATEGIC TR
+$635.6K
175,677
+7%
增持
TLH
ISHARES TR
+$630.8K
12,588
+88%
增持
QUAL
ISHARES TR
+$594.0K
7,494
+200%
减持
TFI
SPDR SER TR
-$575.8K
51,977
-22%
清仓
DES
WISDOMTREE TR
-$573.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$556.6K
24,350
+7%
增持
PG
PROCTER AND GAMBLE CO
+$550.2K
10,004
+31%
增持
ITOT
ISHARES TR
+$549.7K
10,303
+153%
增持
MRK
MERCK & CO INC
+$548.9K
21,375
+1%
减持
AVGO
BROADCOM INC
-$541.1K
3,183
-39%
增持
TJX
TJX COS INC NEW
+$526.6K
23,940
+8%
增持
IWP
ISHARES TR
+$514.6K
36,658
+13%
增持
AVDV
AMERICAN CENTY ETF TR
+$504.0K
50,316
+5%
增持
HD
HOME DEPOT INC
+$503.5K
10,437
+3%
减持
MDYV
SPDR SER TR
+$502.1K
79,066
-1%
减持
EFG
ISHARES TR
+$494.5K
68,582
-5%
增持
IQV
IQVIA HLDGS INC
+$479.2K
7,766
+27%
增持
SPYG
SPDR SER TR
+$479.0K
35,149
+35%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$477.7K
32,947
-32%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$463.4K
10,729
+23%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & P
-$461.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$454.0K
4,766
+9%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$450.8K
18,566
增持
ESGD
ISHARES TR
+$433.6K
32,410
+7%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$428.0K
0
-100%
建仓
IWY
ISHARES TR
+$426.4K
3,538
增持
USMV
ISHARES TR
+$418.2K
31,348
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$416.1K
35,624
+20%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$399.7K
7,950
建仓
SPDW
SPDR INDEX SHS FDS
+$395.6K
13,323
建仓
IHI
ISHARES TR
+$394.7K
7,508
减持
IDEV
ISHARES TR
+$388.6K
51,619
-0%
增持
MDYG
SPDR SER TR
+$372.9K
63,649
+1%
减持
IVV
ISHARES TR
+$372.4K
64,323
-5%
建仓
ITA
ISHARES TR
+$371.6K
3,322
增持
MSI
MOTOROLA SOLUTIONS INC
+$365.6K
8,344
+5%
增持
SPGI
S&P GLOBAL INC
+$365.5K
4,680
+19%
增持
VOE
VANGUARD INDEX FDS
+$364.5K
22,793
+2%
减持
SLYV
SPDR SER TR
+$362.7K
57,514
-1%
减持
LQD
ISHARES TR
-$353.6K
2,422
-59%
增持
PWS
PACER FDS TR
+$345.8K
105,688
+14%
减持
SPAB
SPDR SER TR
-$345.4K
61,304
-19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$343.0K
63,176
-17%
减持
IVW
ISHARES TR
-$341.9K
42,206
-13%
增持
SCHX
SCHWAB STRATEGIC TR
+$335.0K
33,556
+20%
清仓
TGT
TARGET CORP
-$335.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$331.8K
31,860
+7%
增持
AMZN
AMAZON COM INC
-$331.2K
32,164
+20%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$325.1K
12,499
减持
VBR
VANGUARD INDEX FDS
+$319.2K
22,537
-1%
增持
EFA
ISHARES TR
+$317.4K
13,900
+31%
增持
IJH
ISHARES TR
+$315.0K
5,213
+21%
增持
JNJ
JOHNSON & JOHNSON
+$294.3K
13,910
+5%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$294.0K
0
-100%
减持
SUB
ISHARES TR
-$290.3K
16,694
-16%
增持
SCHM
SCHWAB STRATEGIC TR
+$288.1K
31,429
+7%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$285.0K
0
-100%
增持
TSLA
TESLA INC
-$284.7K
2,332
+8%
建仓
AVES
AMERICAN CENTY ETF TR
+$282.8K
6,900
减持
IXN
ISHARES TR
-$280.3K
5,704
-55%
增持
IWC
ISHARES TR
+$278.5K
31,489
+4%
增持
AGG
ISHARES TR
+$273.7K
34,382
+8%
清仓
TFC
TRUIST FINL CORP
-$268.0K
0
-100%
减持
NOBL
PROSHARES TR
+$267.0K
47,016
-5%
减持
IAT
ISHARES TR
-$261.3K
14,940
-27%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$253.1K
12,390
+10%
增持
SHY
ISHARES TR
+$252.6K
8,373
+59%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$251.0K
0
-100%
建仓
SIZE
ISHARES TR
+$251.0K
2,207
增持
PFE
PFIZER INC
+$251.0K
19,593
+14%
增持
WMT
WALMART INC
+$249.4K
12,290
+6%
清仓
CWB
SPDR SER TR
-$247.0K
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$247.0K
0
-100%
增持
SLYG
SPDR SER TR
+$246.8K
43,255
+2%
建仓
VYM
VANGUARD WHITEHALL FDS
+$244.5K
2,259
清仓
EFAD
PROSHARES TR
-$242.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$239.2K
21,467
-2%
建仓
BA
BOEING CO
+$238.8K
1,254
增持
SCHA
SCHWAB STRATEGIC TR
+$235.5K
47,755
+6%
增持
DWX
SPDR INDEX SHS FDS
+$234.7K
59,119
+2%
建仓
CSX
CSX CORP
+$231.4K
7,470
建仓
SBUX
STARBUCKS CORP
+$231.1K
2,330
建仓
SPEM
SPDR INDEX SHS FDS
+$228.6K
6,936
增持
—
PIONEER NAT RES CO
+$226.3K
7,550
+9%
清仓
EWJ
ISHARES INC
-$225.0K
0
-100%
建仓
CI
CIGNA CORP NEW
+$224.3K
677
增持
XLF
SELECT SECTOR SPDR TR
+$223.3K
50,974
+2%
