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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 28
增持 71
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
XSOE
WISDOMTREE TR
+$10.6M
381,445
增持
IEF
ISHARES TR
+$9.7M
101,597
+2333%
增持
QUAL
ISHARES TR
+$8.1M
72,186
+863%
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。
减持
FALN
ISHARES TR
-$8.0M
18,288
-95%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$8.0M
100,044
减持
ESGU
ISHARES TR
-$5.6M
93,694
-44%
增持
IEMG
ISHARES INC
+$4.8M
146,219
+188%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.6M
135,475
+280%
增持
IUSB
ISHARES TR
+$3.9M
314,113
+34%
减持
EEMV
ISHARES INC
-$3.9M
1,366
-98%
建仓
SGOV
ISHARES TR
+$3.8M
37,602
增持
IVV
ISHARES TR
+$3.5M
68,713
+7%
增持
EFG
ISHARES TR
+$3.5M
98,447
+44%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.0M
16,388
-74%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
46,266
+12%
建仓
V
VISA INC
+$2.6M
11,712
建仓
—
TRANE TECHNOLOGIES PLC
+$2.5M
13,757
增持
TLTW
ISHARES TR
+$2.4M
375,716
+16%
建仓
META
META PLATFORMS INC
+$2.4M
11,275
减持
VONV
VANGUARD SCOTTSDALE FDS
-$2.3M
3,324
-91%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.1M
181,358
+3%
减持
AAPL
APPLE INC
+$2.0M
60,638
-1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
24,521
建仓
—
NXP SEMICONDUCTORS N V
+$2.0M
10,771
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
45,488
减持
BIL
SPDR SER TR
-$1.8M
6,164
-76%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.7M
35,311
+275%
增持
MUB
ISHARES TR
+$1.6M
74,970
+23%
增持
IYW
ISHARES TR
+$1.6M
38,140
+48%
建仓
—
CHUBB LIMITED
+$1.6M
8,161
建仓
—
EATON CORP PLC
+$1.6M
9,192
减持
SHYG
ISHARES TR
-$1.5M
1,653
-96%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.5M
547,735
+0%
建仓
—
STERIS PLC
+$1.5M
7,666
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.5M
4,346
-83%
增持
IWN
ISHARES TR
+$1.4M
17,104
+165%
清仓
OEF
ISHARES TR
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.4M
25,127
+3%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
141,357
+9%
建仓
—
MEDTRONIC PLC
+$1.4M
16,727
增持
SPAB
SPDR SER TR
+$1.3M
111,245
+81%
增持
MGK
VANGUARD WORLD FD
+$1.3M
37,816
+1%
减持
HYMB
SPDR SER TR
-$1.3M
38,984
-15%
减持
MTUM
ISHARES TR
-$1.3M
6,466
-57%
增持
DGRO
ISHARES TR
+$1.2M
225,811
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
49,390
-14%
增持
ITOT
ISHARES TR
+$1.1M
21,872
+112%
增持
IEFA
ISHARES TR
+$1.1M
146,024
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
58,412
+77%
减持
EFV
ISHARES TR
-$1.1M
120,722
-20%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$1.0M
0
-100%
减持
IWM
ISHARES TR
-$975.1K
11,065
-35%
增持
SCHZ
SCHWAB STRATEGIC TR
+$934.2K
165,233
+11%
减持
—
PIONEER NAT RES CO
-$906.6K
4,004
-47%
建仓
DON
WISDOMTREE TR
+$882.0K
21,522
增持
AMZN
AMAZON COM INC
+$875.1K
34,629
+8%
减持
LQDH
ISHARES U S ETF TR
-$873.7K
14,787
-40%
减持
IWB
ISHARES TR
-$856.7K
168
-96%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$825.5K
49,129
+293%
清仓
DBE
INVESCO DB MULTI-SECTOR COMM
-$823.5K
0
-100%
减持
SUSL
ISHARES TR
-$812.7K
539
-96%
增持
IWY
ISHARES TR
+$783.2K
8,707
+146%
增持
MBB
ISHARES TR
+$782.4K
42,038
+22%
减持
IJR
ISHARES TR
-$764.8K
28,306
-24%
增持
GOOGL
ALPHABET INC
+$746.3K
34,649
+7%
增持
USMV
ISHARES TR
+$730.4K
41,113
+31%
增持
NOBL
PROSHARES TR
+$725.2K
54,320
+16%
增持
GOVT
ISHARES TR
+$714.0K
166,590
+19%
清仓
IAT
ISHARES TR
-$711.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$707.5K
21,215
+6%
减持
TFI
SPDR SER TR
-$693.7K
35,828
-31%
减持
XBI
SPDR SER TR
-$679.0K
2,204
-78%
增持
CSCO
CISCO SYS INC
+$674.7K
41,942
+32%
减持
ISTB
ISHARES TR
-$674.7K
40,626
-27%
减持
CRM
SALESFORCE INC
+$665.2K
12,033
-8%
增持
NVDA
NVIDIA CORPORATION
+$661.8K
4,485
+12%
减持
TIP
ISHARES TR
-$656.6K
4,391
-59%
减持
IYE
ISHARES TR
-$633.9K
7,875
-63%
增持
SPDW
SPDR INDEX SHS FDS
+$619.0K
31,587
+137%
增持
SPYG
SPDR SER TR
+$605.2K
43,104
+23%
增持
ESGE
ISHARES INC
+$601.5K
44,327
+68%
减持
COMT
ISHARES U S ETF TR
-$594.1K
390
-98%
减持
ICVT
ISHARES TR
-$583.8K
354
-96%
增持
UNH
UNITEDHEALTH GROUP INC
+$581.2K
7,919
+33%
增持
IVW
ISHARES TR
+$578.2K
47,696
+13%
增持
EMB
ISHARES TR
+$572.7K
11,292
+138%
增持
HAL
HALLIBURTON CO
+$570.6K
32,294
+182%
建仓
DES
WISDOMTREE TR
+$570.5K
19,977
减持
COWZ
PACER FDS TR
-$554.9K
18,829
-39%
增持
PTBD
PACER FDS TR
+$532.4K
65,233
+68%
建仓
ASGI
ABRDN GLOBAL INFRA INCOME FU
+$528.9K
29,447
减持
IWD
ISHARES TR
-$528.1K
12,079
-23%
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$527.7K
10,339
增持
PTMC
PACER FDS TR
+$523.9K
22,879
+253%
增持
IUSG
ISHARES TR
+$504.9K
39,885
+7%
清仓
—
MACQUARIE GLOBAL INFRASTRUCT
-$498.7K
0
-100%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$483.8K
41,139
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$480.1K
8,856
+47%
建仓
AGZD
WISDOMTREE TR
+$479.0K
11,004
增持
IWP
ISHARES TR
+$475.0K
38,875
+6%
增持
LQDW
ISHARES TR
+$474.7K
135,106
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$450.5K
41,340
+24%
减持
MRK
MERCK & CO INC
-$443.7K
18,117
-15%
增持
CME
CME GROUP INC
+$417.8K
7,379
+27%
增持
IWS
ISHARES TR
+$417.7K
32,997
+13%
增持
HD
HOME DEPOT INC
+$386.0K
12,478
+20%
增持
QQQ
INVESCO QQQ TR
+$385.3K
2,173
+85%
减持
IWF
ISHARES TR
-$384.4K
19,194
-19%
减持
EEM
ISHARES TR
-$384.3K
18,090
-38%
增持
EL
LAUDER ESTEE COS INC
+$372.4K
5,272
+41%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$356.3K
1,912
增持
TLT
ISHARES TR
+$339.1K
11,659
+29%
减持
SHM
SPDR SER TR
-$336.4K
5,029
-59%
建仓
WM
WASTE MGMT INC DEL
+$319.3K
1,957
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$310.6K
2,399
增持
AVGO
BROADCOM INC
+$308.6K
3,255
+2%
建仓
TGT
TARGET CORP
+$307.9K
1,859
增持
MDYG
SPDR SER TR
+$306.2K
65,241
+3%
增持
FISV
FISERV INC
+$305.9K
10,239
+22%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$296.4K
6,367
减持
IHI
ISHARES TR
-$290.1K
1,938
-74%
增持
LQD
ISHARES TR
+$283.8K
4,919
+103%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$279.5K
13,097
+22%
减持
TLH
ISHARES TR
-$276.8K
9,472
-25%
减持
JPM
JPMORGAN CHASE & CO
-$275.8K
29,318
-4%
增持
VOT
VANGUARD INDEX FDS
+$275.1K
14,604
+2%
增持
SUSC
ISHARES TR
+$264.6K
51,305
+25%
增持
DVN
DEVON ENERGY CORP NEW
+$252.2K
20,721
+60%
增持
AGG
ISHARES TR
+$252.0K
35,997
+5%
建仓
INTC
INTEL CORP
+$251.8K
7,706
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$246.1K
6,126
-66%
减持
PWS
PACER FDS TR
-$241.4K
102,880
-3%
增持
SCHE
SCHWAB STRATEGIC TR
+$238.7K
95,027
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$237.1K
3,643
+11%
减持
VLUE
ISHARES TR
-$235.5K
71
-97%
建仓
AVDE
AMERICAN CENTY ETF TR
+$233.8K
4,100
减持
EMNT
PIMCO ETF TR
-$233.1K
148
-94%
增持
IWO
ISHARES TR
+$232.5K
7,254
+10%
清仓
CSX
CSX CORP
-$231.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$229.5K
17,334
+25%
增持
SHY
ISHARES TR
+$226.0K
11,023
+32%
增持
ALL
ALLSTATE CORP
+$224.9K
13,483
+44%
清仓
CI
CIGNA CORP NEW
-$224.3K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$223.5K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$223.2K
0
-100%
建仓
FDX
FEDEX CORP
+$222.4K
968
减持
PTLC
PACER FDS TR
-$219.4K
48,921
-12%
建仓
MDLZ
MONDELEZ INTL INC
+$219.0K
3,124
增持
SLYG
SPDR SER TR
+$216.2K
45,301
+5%
减持
PFE
PFIZER INC
-$215.1K
19,334
-1%
