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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 15
增持 66
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
FALN
ISHARES TR
-$8.9M
122,336
-74%
增持
IVV
ISHARES TR
+$5.3M
87,333
+20%
减持
QUAL
ISHARES TR
-$3.6M
56,572
-31%
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
TFLO
ISHARES TR
+$3.0M
60,020
增持
TLTW
ISHARES TR
+$2.9M
581,821
+40%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.7M
76,333
+165%
增持
SGOV
ISHARES TR
+$2.7M
29,591
+998%
增持
EFV
ISHARES TR
+$2.6M
172,120
+44%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
59,981
+21%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$2.1M
86,727
-18%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
162,033
+14%
减持
HYMB
SPDR SER TR
-$2.1M
14,977
-85%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
5,073
-47%
减持
EFG
ISHARES TR
-$2.1M
91,702
-12%
减持
IYW
ISHARES TR
-$2.0M
21,374
-45%
减持
GOVT
ISHARES TR
-$1.9M
86,308
-48%
清仓
ALL
ALLSTATE CORP
-$1.9M
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.9M
0
-100%
增持
TLT
ISHARES TR
+$1.9M
35,689
+180%
增持
MUB
ISHARES TR
+$1.9M
104,679
+26%
增持
SHY
ISHARES TR
+$1.9M
28,770
+388%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$1.8M
24,812
增持
META
META PLATFORMS INC
+$1.8M
13,305
+73%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.8M
136,623
-19%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
8,119
+93%
增持
AMZN
AMAZON COM INC
+$1.7M
46,510
+44%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.7M
169,474
-9%
减持
ESGU
ISHARES TR
-$1.6M
68,928
-17%
减持
AGG
ISHARES TR
-$1.6M
34,052
-31%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.5M
27,945
减持
XSOE
WISDOMTREE TR
-$1.5M
333,220
-10%
减持
—
CHUBB LIMITED
-$1.4M
1,167
-87%
清仓
EL
LAUDER ESTEE COS INC
-$1.4M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.4M
41,705
+22%
增持
AAPL
APPLE INC
-$1.3M
59,591
+1%
增持
IVW
ISHARES TR
+$1.2M
78,465
+31%
增持
IJH
ISHARES TR
+$1.1M
9,572
+95%
建仓
HYD
VANECK ETF TRUST
+$1.1M
22,412
增持
LQD
ISHARES TR
+$1.1M
17,802
+166%
减持
VTEB
VANGUARD MUN BD FDS
-$1.0M
20,623
-49%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.0M
9,211
-31%
增持
MCD
MCDONALDS CORP
+$960.0K
6,770
+145%
减持
NOBL
PROSHARES TR
-$889.1K
58,697
-9%
增持
COST
COSTCO WHSL CORP NEW
+$871.1K
2,187
+223%
减持
TLH
ISHARES TR
-$856.0K
1,513
-83%
减持
DGRO
ISHARES TR
-$835.1K
214,084
-4%
增持
CVX
CHEVRON CORP NEW
+$833.6K
9,308
+99%
增持
MPC
MARATHON PETE CORP
+$809.9K
13,553
+27%
减持
USMV
ISHARES TR
-$796.1K
38,980
-20%
建仓
AMGN
AMGEN INC
+$792.8K
2,950
建仓
CTRE
CARETRUST REIT INC
+$766.0K
36,864
增持
MGK
VANGUARD WORLD FD
+$761.6K
42,575
+13%
减持
—
MEDTRONIC PLC
-$748.8K
10,130
-42%
增持
CRM
SALESFORCE INC
+$742.2K
18,256
+30%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$740.2K
9,295
+104%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$730.4K
10,957
-19%
增持
TIP
ISHARES TR
+$727.0K
10,074
+241%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$724.0K
3,689
-75%
增持
LLY
ELI LILLY & CO
+$697.1K
2,067
+135%
增持
WMT
WALMART INC
+$674.0K
17,230
+30%
增持
—
NXP SEMICONDUCTORS N V
+$661.8K
17,963
+25%
增持
CME
CME GROUP INC
+$660.2K
10,410
+35%
增持
TFC
TRUIST FINL CORP
+$657.9K
30,811
+318%
减持
ITOT
ISHARES TR
-$657.7K
8,389
-43%
建仓
ESGV
VANGUARD WORLD FD
+$656.1K
8,722
减持
SIZE
ISHARES TR
-$629.5K
1
-100%
减持
BND
VANGUARD BD INDEX FDS
-$614.9K
2,983
-74%
增持
MSFT
MICROSOFT CORP
+$589.1K
28,106
+16%
增持
IUSB
ISHARES TR
-$577.3K
343,243
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$556.1K
6,031
-20%
减持
V
VISA INC
-$549.3K
11,451
-15%
减持
MBB
ISHARES TR
-$540.9K
39,268
-9%
增持
SUB
ISHARES TR
+$528.4K
24,529
+28%
建仓
UJUL
INNOVATOR ETFS TR
+$497.6K
17,628
增持
HAL
HALLIBURTON CO
+$495.1K
42,492
+14%
减持
PWS
PACER FDS TR
-$480.3K
79,570
-15%
减持
IEMG
ISHARES INC
-$480.3K
152,328
-3%
增持
MGV
VANGUARD WORLD FD
+$466.8K
68,198
+10%
减持
VOO
VANGUARD INDEX FDS
-$460.5K
3,187
-24%
建仓
VTES
VANGUARD WELLINGTON FD
+$433.8K
4,395
减持
MDYV
SPDR SER TR
-$411.9K
78,082
-2%
建仓
USFR
WISDOMTREE TR
+$406.7K
8,082
增持
ESGD
ISHARES TR
+$400.9K
40,314
+23%
增持
JPM
JPMORGAN CHASE & CO
+$398.5K
33,415
+9%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$397.1K
84,217
-3%
减持
URA
GLOBAL X FDS
-$382.4K
17,050
-56%
减持
SPAB
SPDR SER TR
-$369.9K
98,195
-10%
增持
IEFA
ISHARES TR
+$368.7K
162,946
+9%
减持
IWC
ISHARES TR
-$364.8K
35,260
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$360.2K
29,192
+15%
清仓
ILTB
ISHARES TR
-$360.0K
0
-100%
清仓
LQDH
ISHARES U S ETF TR
-$359.1K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$351.4K
74,131
-5%
减持
HDV
ISHARES TR
-$345.4K
5,998
-36%
建仓
VYM
VANGUARD WHITEHALL FDS
+$338.4K
3,275
减持
SCHV
SCHWAB STRATEGIC TR
-$338.1K
102,782
-1%
减持
SPYG
SPDR SER TR
-$332.1K
38,668
-10%
减持
TFI
SPDR SER TR
-$327.2K
27,085
-17%
增持
CMCSA
COMCAST CORP NEW
+$322.5K
37,293
+16%
减持
MDYG
SPDR SER TR
-$320.1K
67,285
-3%
增持
CSCO
CISCO SYS INC
+$320.1K
48,730
+10%
增持
NULV
NUSHARES ETF TR
+$316.1K
48,915
+28%
减持
ISTB
ISHARES TR
-$308.4K
27,503
-19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$307.4K
8,119
-33%
增持
IWS
ISHARES TR
+$300.4K
41,720
+12%
增持
BIL
SPDR SER TR
+$296.8K
10,451
+45%
减持
PTBD
PACER FDS TR
-$289.7K
35,099
-28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$289.0K
48,367
+9%
清仓
DIS
DISNEY WALT CO
-$286.1K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$280.2K
5,152
+19%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$279.7K
16,339
+22%
增持
UNP
UNION PAC CORP
+$275.3K
7,123
+24%
增持
SLYV
SPDR SER TR
-$274.1K
62,681
+1%
增持
—
EATON CORP PLC
+$264.6K
10,013
+8%
减持
SLYG
SPDR SER TR
-$264.5K
53,482
-2%
增持
UAUG
INNOVATOR ETFS TR
+$260.0K
23,797
+63%
增持
—
TRANE TECHNOLOGIES PLC
+$257.8K
13,783
+4%
减持
MUNI
PIMCO ETF TR
-$251.4K
17,291
-20%
减持
HD
HOME DEPOT INC
-$247.4K
12,794
-3%
清仓
TGT
TARGET CORP
-$236.9K
0
-100%
增持
NULG
NUSHARES ETF TR
+$229.1K
26,372
+21%
减持
VOT
VANGUARD INDEX FDS
-$219.9K
14,376
-2%
建仓
RY
ROYAL BK CDA
+$219.3K
2,508
增持
VBR
VANGUARD INDEX FDS
+$218.7K
27,609
+9%
增持
MINO
PIMCO ETF TR
+$218.2K
8,450
+161%
清仓
VXUS
VANGUARD STAR FDS
-$217.2K
0
-100%
增持
IWY
ISHARES TR
+$216.2K
10,489
+19%
建仓
LOW
LOWES COS INC
+$215.4K
1,036
清仓
DAL
DELTA AIR LINES INC DEL
-$211.0K
0
-100%
减持
PTLC
PACER FDS TR
-$210.7K
42,198
-8%
增持
—
EXXON MOBIL CORP
+$208.9K
8,860
+14%
清仓
HSY
HERSHEY CO
-$207.4K
0
-100%
增持
—
STERIS PLC
+$205.7K
7,310
+18%
建仓
COP
CONOCOPHILLIPS
+$205.4K
1,706
清仓
DIVO
AMPLIFY ETF TR
-$203.9K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$200.7K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$198.3K
4,903
-40%
增持
IQV
IQVIA HLDGS INC
-$197.3K
8,846
+3%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$196.9K
13,417
+55%
增持
SCHF
SCHWAB STRATEGIC TR
-$189.2K
548,593
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$188.6K
51,306
+6%
增持
—
JOHNSON CTLS INTL PLC
-$187.8K
18,634
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$186.5K
43,927
-10%
减持
IVE
ISHARES TR
-$182.9K
8,859
-8%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$182.8K
33,831
-22%
减持
IMTB
ISHARES TR
-$176.2K
555
-88%
增持
TJX
TJX COS INC NEW
+$174.6K
26,887
+3%
减持
PTMC
PACER FDS TR
-$171.6K
15,513
-23%
增持
XLU
SELECT SECTOR SPDR TR
+$170.5K
14,022
+40%
建仓
USEP
INNOVATOR ETFS TR
+$167.3K
5,715
