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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 84
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FALN
ISHARES TR
+$11.5M
470,223
+2471%
减持
IEF
ISHARES TR
-$10.0M
935
-99%
增持
IVV
ISHARES TR
+$4.1M
72,611
+6%
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
VONG
VANGUARD SCOTTSDALE FDS
+$3.9M
87,068
+147%
减持
SGOV
ISHARES TR
-$3.5M
2,696
-93%
增持
VUG
VANGUARD INDEX FDS
+$2.5M
49,772
+8%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.5M
77,797
-43%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
186,735
+3%
增持
QUAL
ISHARES TR
+$2.2M
82,486
+14%
减持
AAPL
APPLE INC
+$1.5M
59,280
-2%
增持
HYMB
SPDR SER TR
+$1.5M
97,520
+150%
减持
IWN
ISHARES TR
-$1.4M
6,882
-60%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
25,453
+20%
增持
AGG
ISHARES TR
+$1.2M
49,011
+36%
建仓
—
JOHNSON CTLS INTL PLC
+$1.2M
17,313
增持
IVW
ISHARES TR
+$1.2M
60,055
+26%
增持
NOBL
PROSHARES TR
+$1.1M
64,560
+19%
增持
IUSB
ISHARES TR
+$1.1M
342,691
+9%
减持
MSFT
MICROSOFT CORP
+$1.0M
24,331
-3%
减持
LQDH
ISHARES U S ETF TR
-$995.9K
3,863
-74%
增持
TLTW
ISHARES TR
+$954.7K
416,102
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$931.6K
35,106
-40%
增持
—
NXP SEMICONDUCTORS N V
+$929.4K
14,331
+33%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$900.3K
13,476
+52%
增持
UNH
UNITEDHEALTH GROUP INC
+$886.6K
9,631
+22%
增持
SLYG
SPDR SER TR
+$842.2K
54,355
+20%
增持
BOND
PIMCO ETF TR
+$826.6K
32,826
+40%
减持
COWZ
PACER FDS TR
-$826.1K
1,210
-94%
增持
MUB
ISHARES TR
+$802.0K
83,194
+11%
建仓
BILS
SPDR SER TR
+$787.3K
7,916
增持
PEP
PEPSICO INC
+$751.8K
9,261
+73%
增持
EFG
ISHARES TR
+$742.9K
104,449
+6%
增持
VTV
VANGUARD INDEX FDS
+$707.2K
142,364
+1%
增持
IYW
ISHARES TR
+$692.1K
38,871
+2%
增持
IWF
ISHARES TR
+$675.5K
19,497
+2%
增持
USMV
ISHARES TR
+$642.0K
48,870
+19%
减持
HDV
ISHARES TR
-$639.1K
9,376
-40%
增持
IWP
ISHARES TR
+$632.6K
43,177
+11%
增持
JPM
JPMORGAN CHASE & CO
+$626.9K
30,578
+4%
减持
AMZN
AMAZON COM INC
+$619.5K
32,190
-7%
清仓
—
SPDR INDEX SHS FDS
-$616.4K
0
-100%
增持
IWC
ISHARES TR
+$610.9K
35,768
+13%
增持
IEMG
ISHARES INC
+$595.6K
156,818
+7%
增持
ESGE
ISHARES INC
+$588.8K
62,731
+42%
减持
UNP
UNION PAC CORP
-$580.3K
5,743
-34%
增持
IWS
ISHARES TR
+$572.6K
37,117
+12%
增持
LQDW
ISHARES TR
+$568.9K
155,097
+15%
增持
CRM
SALESFORCE INC
+$555.8K
14,010
+16%
增持
V
VISA INC
+$542.6K
13,404
+14%
减持
NVDA
NVIDIA CORPORATION
+$531.3K
4,201
-6%
减持
ITOT
ISHARES TR
-$529.0K
14,836
-32%
增持
DBP
INVESCO DB MULTI-SECTOR COMM
+$511.0K
21,045
+104%
增持
MDYG
SPDR SER TR
+$507.1K
69,395
+6%
减持
GOOGL
ALPHABET INC
+$493.3K
34,147
-1%
增持
SLYV
SPDR SER TR
+$451.9K
62,318
+9%
增持
KO
COCA COLA CO
+$446.1K
21,026
+58%
减持
AGZD
WISDOMTREE TR
-$440.1K
879
-92%
减持
MTUM
ISHARES TR
-$437.0K
3,203
-50%
增持
SPY
SPDR S&P 500 ETF TR
+$433.8K
4,339
+19%
增持
HD
HOME DEPOT INC
+$430.7K
13,241
+6%
减持
SHY
ISHARES TR
-$427.6K
5,896
-47%
增持
ALL
ALLSTATE CORP
+$423.8K
17,527
+30%
增持
VBR
VANGUARD INDEX FDS
+$402.6K
25,300
+6%
减持
IJR
ISHARES TR
-$392.2K
23,532
-17%
建仓
YUM
YUM BRANDS INC
+$390.0K
2,815
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$368.8K
8,663
+2313%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$367.4K
28,764
+30%
增持
SIZE
ISHARES TR
+$366.5K
5,130
+130%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$359.6K
106,194
+6%
增持
IEFA
ISHARES TR
+$355.1K
149,879
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$343.0K
44,506
-10%
增持
SPGI
S&P GLOBAL INC
+$340.2K
5,023
+3%
减持
ESGU
ISHARES TR
-$340.0K
83,466
-11%
减持
PTBD
PACER FDS TR
-$338.6K
48,718
-25%
增持
IWM
ISHARES TR
+$334.7K
12,328
+11%
减持
ISTB
ISHARES TR
-$331.7K
33,963
-16%
增持
SUB
ISHARES TR
+$304.5K
19,172
+19%
减持
XLF
SELECT SECTOR SPDR TR
-$299.1K
48,757
-19%
增持
IWO
ISHARES TR
+$298.8K
8,012
+10%
增持
SCHV
SCHWAB STRATEGIC TR
+$297.7K
103,792
+2%
增持
—
EATON CORP PLC
+$296.1K
9,304
+1%
减持
IUSG
ISHARES TR
+$295.8K
39,291
-1%
增持
MDYV
SPDR SER TR
+$291.2K
79,621
+1%
减持
EMB
ISHARES TR
-$290.1K
7,906
-30%
减持
XSOE
WISDOMTREE TR
-$268.9K
370,323
-3%
增持
TJX
TJX COS INC NEW
+$257.2K
26,125
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$252.6K
37,117
+6%
增持
EMNT
PIMCO ETF TR
+$250.9K
2,710
+1731%
减持
SPYV
SPDR SER TR
-$250.7K
32,375
-20%
清仓
VYM
VANGUARD WHITEHALL FDS
-$246.5K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$241.8K
527,893
-4%
减持
SPYG
SPDR SER TR
+$238.2K
43,016
-0%
减持
DGRO
ISHARES TR
+$234.0K
223,603
-1%
建仓
MA
MASTERCARD INCORPORATED
+$233.2K
593
建仓
TFC
TRUIST FINL CORP
+$223.6K
7,369
建仓
GE
GENERAL ELECTRIC CO
+$219.9K
2,001
减持
IQV
IQVIA HLDGS INC
+$219.5K
8,621
-0%
清仓
MMM
3M CO
-$211.0K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$211.0K
4,438
减持
AVDE
AMERICAN CENTY ETF TR
-$210.9K
400
-90%
减持
PWS
PACER FDS TR
-$209.3K
94,011
-9%
增持
HAL
HALLIBURTON CO
+$204.1K
37,159
+15%
增持
FISV
FISERV INC
+$204.0K
10,791
+5%
减持
DFCF
DIMENSIONAL ETF TRUST
-$201.8K
19,513
-18%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$200.7K
4,400
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$197.6K
6,761
增持
MRK
MERCK & CO INC
+$194.8K
18,412
+2%
增持
—
MEDTRONIC PLC
+$194.3K
17,505
+5%
增持
IWY
ISHARES TR
+$190.7K
8,832
+1%
减持
LIT
GLOBAL X FDS
-$190.4K
130
-96%
减持
IWR
ISHARES TR
-$186.6K
7,820
-28%
减持
ABBV
ABBVIE INC
-$186.4K
4,567
-9%
增持
MGV
VANGUARD WORLD FD
+$185.6K
62,148
+0%
减持
META
META PLATFORMS INC
-$185.6K
7,680
-32%
增持
NULG
NUSHARES ETF TR
+$185.2K
21,739
+4%
增持
LQD
ISHARES TR
+$184.8K
6,695
+36%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$184.4K
4,561
+21%
增持
LLY
LILLY ELI & CO
+$182.7K
881
+31%
增持
VTI
VANGUARD INDEX FDS
+$182.4K
3,683
+20%
减持
AVDV
AMERICAN CENTY ETF TR
-$182.2K
48,288
-5%
增持
DRI
DARDEN RESTAURANTS INC
+$181.5K
7,369
+9%
减持
BSV
VANGUARD BD INDEX FDS
-$181.2K
1,366
-63%
增持
VOT
VANGUARD INDEX FDS
+$173.7K
14,676
+0%
增持
DON
WISDOMTREE TR
+$172.7K
25,082
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$171.0K
5,718
-1%
增持
DWX
SPDR INDEX SHS FDS
+$167.2K
61,723
+8%
减持
TFI
SPDR SER TR
-$166.7K
32,730
-9%
减持
TIP
ISHARES TR
-$166.2K
2,954
-33%
增持
WMT
WALMART INC
+$165.7K
13,244
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$163.6K
4,633
-37%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$162.6K
13,423
+3%
减持
KMLM
KRANESHARES TR
-$159.3K
45,402
-13%
增持
APD
AIR PRODS & CHEMS INC
+$156.7K
5,701
+6%
减持
SUSC
ISHARES TR
-$154.6K
45,128
-12%
增持
FTEC
FIDELITY COVINGTON TRUST
+$154.2K
2,687
+55%
增持
SCHM
SCHWAB STRATEGIC TR
+$151.5K
32,826
+2%
建仓
MINO
PIMCO ETF TR
+$144.4K
3,241
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$143.9K
2,240
-48%
减持
IYE
ISHARES TR
-$141.7K
4,735
-40%
增持
CMCSA
COMCAST CORP NEW
+$138.4K
32,036
+2%
清仓
EWC
ISHARES INC
-$136.7K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$136.5K
4,198
-0%
增持
DLS
WISDOMTREE TR
+$136.1K
2,526
+994%
增持
SCHA
SCHWAB STRATEGIC TR
+$133.1K
49,883
+2%
增持
QQQ
INVESCO QQQ TR
+$127.6K
2,233
+3%
增持
COST
COSTCO WHSL CORP NEW
+$126.1K
677
+41%
增持
ICSH
ISHARES TR
+$123.9K
6,828
+56%
清仓
—
SPDR INDEX SHS FDS
-$122.7K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$121.1K
15,830
+28%
减持
JNJ
JOHNSON & JOHNSON
+$117.2K
16,940
-2%
