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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 45
减持 77
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$13.4M
59,745
-63%
减持
VUG
VANGUARD INDEX FDS
-$11.8M
14,728
-75%
减持
IEFA
ISHARES TR
-$9.9M
8,408
-95%
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
IVV
ISHARES TR
+$5.8M
90,999
+4%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$5.7M
653
-99%
减持
IUSB
ISHARES TR
-$5.1M
215,083
-37%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.4M
121
-100%
减持
IWS
ISHARES TR
-$4.1M
2,015
-95%
减持
IWP
ISHARES TR
-$3.9M
2,420
-95%
建仓
OEF
ISHARES TR
+$3.2M
14,116
减持
MUB
ISHARES TR
-$3.1M
70,388
-33%
建仓
PANW
PALO ALTO NETWORKS INC
+$3.0M
10,286
减持
FALN
ISHARES TR
-$3.0M
3,112
-97%
减持
SGOV
ISHARES TR
-$2.7M
2,470
-92%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.6M
13,644
-82%
减持
EFG
ISHARES TR
-$2.5M
55,931
-39%
清仓
SPAB
SPDR SER TR
-$2.4M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
177,087
+4%
减持
IEMG
ISHARES INC
-$2.3M
97,116
-36%
减持
IWF
ISHARES TR
-$2.3M
10,509
-49%
减持
BOND
PIMCO ETF TR
-$2.2M
10,397
-71%
增持
BA
BOEING CO
+$2.0M
8,518
+689%
增持
IEF
ISHARES TR
+$2.0M
20,791
+8747%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
13,323
建仓
EMXC
ISHARES INC
+$2.0M
35,440
减持
TLTW
ISHARES TR
-$1.9M
541,387
-7%
减持
IWO
ISHARES TR
-$1.8M
566
-94%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
增持
TLH
ISHARES TR
+$1.8M
17,706
+1070%
增持
SPYM
SPDR SER TR
+$1.7M
31,574
+1918%
减持
PWS
PACER FDS TR
-$1.6M
16,801
-79%
清仓
IWY
ISHARES TR
-$1.6M
0
-100%
减持
SUB
ISHARES TR
-$1.6M
8,776
-64%
建仓
LMT
LOCKHEED MARTIN CORP
+$1.6M
3,446
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
23,301
+681%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.5M
16,009
+46%
增持
HD
HOME DEPOT INC
+$1.4M
15,242
+19%
减持
IWM
ISHARES TR
-$1.4M
5,293
-61%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
3,846
+76%
增持
LLY
ELI LILLY & CO
+$1.4M
4,235
+105%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
17,165
-38%
增持
USFR
WISDOMTREE TR
+$1.3M
34,248
+324%
减持
CRM
SALESFORCE INC
-$1.3M
9,144
-50%
建仓
IXUS
ISHARES TR
+$1.3M
19,953
减持
MGK
VANGUARD WORLD FD
+$1.3M
42,204
-1%
增持
TFI
SPDR SER TR
+$1.3M
52,483
+94%
减持
IJH
ISHARES TR
-$1.3M
4,045
-58%
减持
USMV
ISHARES TR
-$1.2M
20,680
-47%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.2M
0
-100%
减持
GOVT
ISHARES TR
-$1.2M
31,370
-64%
增持
CVX
CHEVRON CORP NEW
+$1.2M
18,423
+98%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
535,456
-2%
清仓
HYD
VANECK ETF TRUST
-$1.1M
0
-100%
增持
IYW
ISHARES TR
+$1.1M
27,164
+27%
增持
QUAL
ISHARES TR
+$1.1M
58,075
+3%
增持
IQV
IQVIA HLDGS INC
+$1.1M
12,064
+36%
减持
KMLM
KRANESHARES TR
-$1.0M
16,093
-65%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.0M
21,873
+34%
增持
AMGN
AMGEN INC
+$1.0M
6,257
+112%
增持
UNH
UNITEDHEALTH GROUP INC
+$998.6K
6,755
+33%
减持
LQDW
ISHARES TR
-$986.8K
142,756
-14%
建仓
DLR
DIGITAL RLTY TR INC
+$965.9K
7,113
清仓
BIL
SPDR SER TR
-$959.6K
0
-100%
增持
ICSH
ISHARES TR
+$947.2K
25,966
+263%
清仓
—
PIONEER NAT RES CO
-$941.4K
0
-100%
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$932.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$902.6K
33,794
+1%
增持
MDYV
SPDR SER TR
+$888.8K
81,129
+4%
减持
ISTB
ISHARES TR
-$887.7K
8,156
-70%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$879.3K
13,810
-63%
减持
IWN
ISHARES TR
-$877.5K
818
-89%
增持
AVGO
BROADCOM INC
+$867.9K
2,512
+8%
增持
SLYV
SPDR SER TR
+$860.0K
64,773
+3%
减持
TLT
ISHARES TR
-$856.9K
23,345
-35%
减持
EFV
ISHARES TR
-$842.2K
145,482
-15%
建仓
IXC
ISHARES TR
+$835.9K
21,374
清仓
—
MEDTRONIC PLC
-$805.4K
0
-100%
减持
IWD
ISHARES TR
-$754.0K
7,461
-43%
减持
CSCO
CISCO SYS INC
-$749.0K
37,030
-24%
减持
MUNI
PIMCO ETF TR
-$744.2K
2,295
-87%
增持
IJR
ISHARES TR
+$727.9K
27,094
+16%
增持
IWC
ISHARES TR
+$693.5K
36,526
+4%
减持
MSFT
MICROSOFT CORP
+$693.1K
25,443
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$691.4K
104,375
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$675.9K
32,671
+58%
减持
AGG
ISHARES TR
-$668.7K
25,527
-25%
减持
BILS
SPDR SER TR
-$667.9K
344
-95%
清仓
ESGV
VANGUARD WORLD FD
-$656.1K
0
-100%
减持
ESGE
ISHARES INC
-$653.5K
43,760
-36%
增持
MDYG
SPDR SER TR
+$648.2K
70,044
+4%
减持
PTBD
PACER FDS TR
-$617.6K
3,223
-91%
增持
SLYG
SPDR SER TR
+$610.8K
54,160
+1%
减持
JNJ
JOHNSON & JOHNSON
-$604.8K
13,555
-23%
增持
SCHW
SCHWAB CHARLES CORP
+$558.8K
30,422
+9%
减持
NULV
NUSHARES ETF TR
-$557.9K
30,219
-38%
减持
SHY
ISHARES TR
-$544.5K
21,758
-24%
增持
CME
CME GROUP INC
+$540.0K
12,159
+17%
减持
IUSG
ISHARES TR
-$537.0K
30,706
-22%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$521.8K
23,348
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$514.1K
27,533
-6%
增持
UAUG
INNOVATOR ETFS TR
+$510.8K
38,803
+63%
增持
UNP
UNION PAC CORP
+$509.0K
7,978
+12%
减持
CMCSA
COMCAST CORP NEW
-$503.1K
26,238
-30%
减持
NVDA
NVIDIA CORPORATION
+$488.4K
8,118
-0%
减持
AAPL
APPLE INC
+$482.1K
55,496
-7%
减持
VOO
VANGUARD INDEX FDS
-$476.2K
1,785
-44%
减持
DBP
INVESCO DB MULTI-SECTOR COMM
-$475.3K
9,288
-53%
减持
SCHZ
SCHWAB STRATEGIC TR
-$455.2K
119,854
-12%
减持
PTMC
PACER FDS TR
-$448.5K
1,222
-92%
增持
LQD
ISHARES TR
+$435.0K
20,343
+14%
清仓
VTES
VANGUARD WELLINGTON FD
-$433.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$421.6K
56,760
+7%
建仓
BTZ
BLACKROCK CR ALLOCATION INCO
+$418.8K
40,580
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$418.5K
20,870
+56%
增持
V
VISA INC
+$412.1K
11,700
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$404.6K
46,697
-3%
减持
NULG
NUSHARES ETF TR
-$400.5K
16,991
-36%
减持
—
TRANE TECHNOLOGIES PLC
-$393.2K
9,826
-29%
增持
TJX
TJX COS INC NEW
+$392.1K
29,654
+10%
减持
—
NXP SEMICONDUCTORS N V
-$386.2K
13,971
-22%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$379.5K
3,299
建仓
PWR
QUANTA SVCS INC
+$375.2K
1,738
减持
IXN
ISHARES TR
-$371.2K
120
-98%
减持
SPGI
S&P GLOBAL INC
-$364.9K
4,021
-31%
减持
DGRO
ISHARES TR
-$363.7K
191,816
-10%
减持
IVW
ISHARES TR
-$361.3K
66,906
-15%
增持
DRI
DARDEN RESTAURANTS INC
+$357.7K
8,990
+15%
增持
MRK
MERCK & CO INC
+$347.4K
22,913
+9%
减持
AGZ
ISHARES TR
-$340.6K
133
-96%
清仓
VYM
VANGUARD WHITEHALL FDS
-$338.4K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$336.9K
879
-66%
减持
SPEM
SPDR INDEX SHS FDS
-$335.8K
4,809
-68%
减持
TFLO
ISHARES TR
-$331.4K
53,774
-10%
清仓
IYH
ISHARES TR
-$324.1K
0
-100%
减持
MGV
VANGUARD WORLD FD
+$309.5K
66,058
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$299.6K
4,886
-16%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$295.1K
208
增持
WMT
WALMART INC
+$288.9K
19,243
+12%
减持
SCZ
ISHARES TR
-$285.7K
1,067
-83%
清仓
WM
WASTE MGMT INC DEL
-$282.8K
0
-100%
减持
META
META PLATFORMS INC
+$278.7K
12,072
-9%
减持
XLE
SELECT SECTOR SPDR TR
-$275.7K
1,076
-73%
减持
XSOE
WISDOMTREE TR
+$275.0K
317,242
-5%
清仓
AADR
ADVISORSHARES TR
-$274.7K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$269.1K
187
-96%
减持
TIP
ISHARES TR
-$268.7K
7,221
-28%
减持
VOE
VANGUARD INDEX FDS
-$268.6K
19,872
-17%
增持
AVDV
AMERICAN CENTY ETF TR
+$266.7K
51,765
+1%
清仓
SO
SOUTHERN CO
-$265.3K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$264.4K
49,503
-1%
