小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 53
减持 72
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$8.2M
185,445
减持
XSOE
WISDOMTREE TR
-$7.9M
42,882
-86%
增持
IEMG
ISHARES INC
+$6.1M
212,903
+119%
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
IVE
ISHARES TR
+$5.1M
35,734
+296%
减持
TLTW
ISHARES TR
-$5.0M
371,532
-31%
减持
IVV
ISHARES TR
-$4.3M
74,587
-18%
增持
IVW
ISHARES TR
+$3.9M
105,638
+58%
减持
ESGU
ISHARES TR
-$3.8M
23,353
-62%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.4M
196,122
+64%
增持
IUSB
ISHARES TR
+$3.1M
284,811
+32%
减持
MGK
VANGUARD WORLD FD
-$2.9M
28,265
-33%
减持
NVDA
NVIDIA CORPORATION
+$2.7M
7,488
-8%
减持
OEF
ISHARES TR
-$2.6M
2,416
-83%
建仓
FANG
DIAMONDBACK ENERGY INC
+$2.5M
12,562
减持
TFLO
ISHARES TR
-$2.3M
7,682
-86%
建仓
HEFA
ISHARES TR
+$2.3M
66,245
减持
MGV
VANGUARD WORLD FD
-$2.2M
41,922
-37%
建仓
DXCM
DEXCOM INC
+$2.1M
15,451
减持
DGRO
ISHARES TR
-$2.0M
143,159
-25%
减持
BA
BOEING CO
-$2.0M
1,238
-85%
减持
EFV
ISHARES TR
-$1.8M
105,669
-27%
清仓
APD
AIR PRODS & CHEMS INC
-$1.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.6M
41,083
+7%
增持
EMXC
ISHARES INC
+$1.4M
58,567
+65%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.4M
26,105
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.4M
32,120
减持
META
META PLATFORMS INC
+$1.3M
11,523
-5%
减持
TFI
SPDR SER TR
-$1.3M
25,054
-52%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
14,460
-38%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.2M
112,509
+8%
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
40,122
+72%
增持
—
EATON CORP PLC
+$1.2M
10,915
+17%
减持
USMV
ISHARES TR
-$1.1M
5,808
-72%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$1.1M
93,553
+21%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
3,870
+117%
减持
IQV
IQVIA HLDGS INC
-$995.8K
7,100
-41%
减持
—
NXP SEMICONDUCTORS N V
-$979.1K
9,020
-35%
增持
LMT
LOCKHEED MARTIN CORP
+$904.1K
5,388
+56%
减持
MDYV
SPDR SER TR
-$878.6K
66,771
-18%
增持
HD
HOME DEPOT INC
+$852.5K
15,992
+5%
清仓
IGM
ISHARES TR
-$806.7K
0
-100%
减持
NOBL
PROSHARES TR
-$782.9K
41,883
-21%
增持
MUB
ISHARES TR
+$775.2K
78,122
+11%
增持
IYW
ISHARES TR
+$768.1K
30,375
+12%
减持
XLU
SELECT SECTOR SPDR TR
-$748.7K
2,122
-85%
增持
USFR
WISDOMTREE TR
+$725.3K
48,638
+42%
增持
EFG
ISHARES TR
+$720.6K
59,133
+6%
减持
CVX
CHEVRON CORP NEW
-$714.5K
12,891
-30%
减持
MPC
MARATHON PETE CORP
+$694.3K
13,815
-2%
增持
GOOGL
ALPHABET INC
+$678.1K
39,080
+5%
减持
SLYV
SPDR SER TR
-$672.0K
56,939
-12%
增持
—
TRANE TECHNOLOGIES PLC
+$644.7K
10,128
+3%
减持
EEM
ISHARES TR
-$637.2K
198
-99%
增持
VUG
VANGUARD INDEX FDS
+$633.6K
15,143
+3%
增持
DLR
DIGITAL RLTY TR INC
+$625.7K
11,050
+55%
增持
VZ
VERIZON COMMUNICATIONS INC
+$623.9K
65,866
+16%
增持
MRK
MERCK & CO INC
+$615.4K
23,594
+3%
减持
QUAL
ISHARES TR
+$601.0K
55,685
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$588.3K
22,621
-18%
增持
AMGN
AMGEN INC
+$555.2K
8,291
+33%
减持
IWC
ISHARES TR
-$551.7K
30,418
-17%
减持
DFCF
DIMENSIONAL ETF TRUST
-$541.1K
3,708
-77%
减持
VOE
VANGUARD INDEX FDS
-$531.8K
15,072
-24%
减持
SLYG
SPDR SER TR
-$520.1K
45,963
-15%
减持
LQD
ISHARES TR
-$517.9K
15,913
-22%
增持
WMT
WALMART INC
+$516.2K
58,981
+207%
减持
SPY
SPDR S&P 500 ETF TR
-$495.9K
3,253
-30%
增持
DVN
DEVON ENERGY CORP NEW
+$465.9K
31,913
+27%
清仓
DBP
INVESCO DB MULTI-SECTOR COMM
-$463.9K
0
-100%
清仓
KMLM
KRANESHARES TR
-$463.8K
0
-100%
减持
IUSG
ISHARES TR
-$463.4K
23,318
-24%
增持
ICSH
ISHARES TR
+$455.4K
34,870
+34%
增持
AAPL
APPLE INC
-$453.3K
59,665
+8%
减持
MSFT
MICROSOFT CORP
+$451.8K
23,815
-6%
增持
TJX
TJX COS INC NEW
+$433.5K
31,703
+7%
建仓
IBIT
ISHARES BITCOIN TR
+$431.8K
10,670
增持
—
JOHNSON CTLS INTL PLC
+$428.5K
25,318
+19%
减持
IEF
ISHARES TR
-$424.5K
16,686
-20%
减持
VOT
VANGUARD INDEX FDS
-$419.7K
9,159
-22%
增持
AGG
ISHARES TR
+$408.4K
30,038
+18%
减持
URA
GLOBAL X FDS
-$382.5K
11,566
-53%
减持
XLF
SELECT SECTOR SPDR TR
-$381.7K
20,644
-38%
减持
GLD
SPDR GOLD TR
-$368.4K
3,705
-37%
增持
EMB
ISHARES TR
+$357.7K
11,886
+49%
减持
EDIV
SPDR INDEX SHS FDS
-$346.9K
58,057
-18%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$336.5K
22,817
+4%
减持
IWD
ISHARES TR
-$332.9K
5,025
-33%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$321.4K
17,331
+8%
增持
FISV
FISERV INC
+$321.4K
10,863
+2%
减持
IWM
ISHARES TR
-$317.1K
3,544
-33%
减持
TLT
ISHARES TR
-$310.7K
21,112
-10%
减持
HAL
HALLIBURTON CO
-$307.4K
33,046
-26%
减持
CRM
SALESFORCE INC
+$306.5K
8,995
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$306.3K
39,021
+4%
建仓
—
GLOBAL X FDS
+$305.5K
12,402
减持
VBR
VANGUARD INDEX FDS
-$301.7K
14,527
-15%
减持
IWF
ISHARES TR
+$301.4K
10,347
-2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$296.3K
5,178
+5%
建仓
SPIB
SPDR SER TR
+$295.7K
9,045
增持
AVDV
AMERICAN CENTY ETF TR
+$287.7K
53,484
+3%
增持
ICVT
ISHARES TR
+$271.2K
4,214
+408%
减持
HDV
ISHARES TR
-$270.2K
2,852
-50%
增持
LQDW
ISHARES TR
+$266.8K
153,614
+8%
减持
SCHW
SCHWAB CHARLES CORP
-$257.8K
25,369
-17%
增持
SCHM
SCHWAB STRATEGIC TR
+$257.1K
33,505
+2%
清仓
ITA
ISHARES TR
-$256.6K
0
-100%
清仓
FDX
FEDEX CORP
-$250.2K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$250.0K
0
-100%
增持
ESGD
ISHARES TR
+$249.6K
35,567
+4%
减持
VTV
VANGUARD INDEX FDS
+$244.7K
56,346
-6%
建仓
GS
GOLDMAN SACHS GROUP INC
+$239.6K
574
减持
TSLA
TESLA INC
-$238.8K
1,846
-19%
建仓
UFEB
INNOVATOR ETFS TRUST
+$238.6K
7,748
减持
HYG
ISHARES TR
-$236.9K
2,697
-53%
减持
IJR
ISHARES TR
-$236.2K
24,401
-10%
清仓
TGT
TARGET CORP
-$235.2K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$232.0K
513,132
-4%
清仓
DIS
DISNEY WALT CO
-$230.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$227.6K
1,237
-35%
减持
LLY
ELI LILLY & CO
+$227.0K
3,465
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$225.8K
42,338
-9%
减持
TLH
ISHARES TR
-$225.6K
16,103
-9%
清仓
MA
MASTERCARD INCORPORATED
-$224.8K
0
-100%
增持
SPSB
SPDR SER TR
+$221.5K
8,139
+1063%
增持
CME
CME GROUP INC
+$218.8K
13,205
+9%
增持
IJH
ISHARES TR
-$218.4K
14,861
+267%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$215.0K
856
增持
—
EXXON MOBIL CORP
+$209.5K
9,016
+7%
减持
COST
COSTCO WHSL CORP NEW
+$208.7K
3,829
-0%
减持
IYR
ISHARES TR
-$205.5K
850
-72%
增持
BOND
PIMCO ETF TR
+$204.8K
12,727
+22%
减持
AMD
ADVANCED MICRO DEVICES INC
+$204.5K
12,014
-10%
清仓
EWJ
ISHARES INC
-$202.3K
0
-100%
减持
SPYG
SPDR SER TR
+$201.8K
36,584
-4%
减持
V
VISA INC
+$201.3K
11,636
-1%
减持
GOOG
ALPHABET INC
-$201.3K
5,867
-24%
增持
SCHA
SCHWAB STRATEGIC TR
+$200.9K
51,573
+4%
清仓
CI
THE CIGNA GROUP
-$200.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$196.7K
6,791
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$189.9K
13,017
-23%
增持
CTRE
CARETRUST REIT INC
+$188.4K
45,652
+10%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$185.7K
10,231
减持
VNQ
VANGUARD INDEX FDS
-$183.1K
5,392
-27%
减持
BJUN
INNOVATOR ETFS TRUST
-$177.8K
3,150
-62%
减持
AVGO
BROADCOM INC
+$174.2K
2,239
-11%
增持
IXC
ISHARES TR
+$166.1K
23,331
+9%
减持
MCD
MCDONALDS CORP
-$161.9K
6,447
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$157.9K
9,782
+9%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$155.2K
15,960
-24%
减持
SPYM
SPDR SER TR
+$154.3K
31,192
-1%
