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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 78
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$6.0M
161,330
+53%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$4.2M
10,968
减持
IVV
ISHARES TR
-$4.0M
64,428
-14%
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
MGK
VANGUARD WORLD FD
+$3.1M
35,644
+26%
增持
EFG
ISHARES TR
+$3.1M
89,905
+52%
增持
IEMG
ISHARES INC
+$2.7M
256,441
+20%
增持
FLTR
VANECK ETF TRUST
+$2.6M
108,041
+2105%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
75,431
+907%
增持
DYNF
BLACKROCK ETF TRUST
+$2.3M
224,416
+21%
减持
EFV
ISHARES TR
-$2.3M
65,289
-38%
减持
AAPL
APPLE INC
+$2.2M
58,941
-1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$2.1M
10,794
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
27,224
+88%
增持
MGV
VANGUARD WORLD FD
+$1.9M
57,921
+38%
建仓
C
CITIGROUP INC
+$1.8M
29,117
清仓
IQV
IQVIA HLDGS INC
-$1.8M
0
-100%
减持
TLTW
ISHARES TR
-$1.6M
322,152
-13%
减持
META
META PLATFORMS INC
-$1.6M
7,882
-32%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
27,694
+22%
增持
GOOGL
ALPHABET INC
+$1.4M
39,971
+2%
增持
TLT
ISHARES TR
+$1.4M
36,744
+74%
减持
ESGU
ISHARES TR
-$1.2M
12,281
-47%
增持
DGRO
ISHARES TR
+$1.2M
165,406
+16%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
157,758
-1%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$1.1M
81,654
-13%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
6,242
-51%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.1M
15,022
减持
HD
HOME DEPOT INC
-$1.1M
14,685
-8%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
18,030
+427%
建仓
IGEB
ISHARES TR
+$934.0K
21,056
减持
CMCSA
COMCAST CORP NEW
-$924.8K
5,608
-79%
减持
USFR
WISDOMTREE TR
-$851.8K
31,688
-35%
减持
IXC
ISHARES TR
-$833.5K
4,062
-83%
增持
XLU
SELECT SECTOR SPDR TR
+$816.1K
14,022
+561%
减持
AMGN
AMGEN INC
-$804.7K
4,969
-40%
减持
UNP
UNION PAC CORP
-$754.6K
5,535
-32%
增持
AMZN
AMAZON COM INC
+$750.0K
42,228
+3%
增持
LLY
ELI LILLY & CO
+$748.6K
3,804
+10%
增持
AVGO
BROADCOM INC
+$733.8K
2,312
+3%
清仓
QCOM
QUALCOMM INC
-$727.6K
0
-100%
减持
LQD
ISHARES TR
-$705.0K
9,599
-40%
减持
XSOE
WISDOMTREE TR
-$677.9K
19,113
-55%
减持
ICSH
ISHARES TR
-$674.0K
21,552
-38%
增持
SCHE
SCHWAB STRATEGIC TR
+$638.1K
122,222
+18%
增持
NOBL
PROSHARES TR
+$627.6K
50,441
+20%
增持
VUG
VANGUARD INDEX FDS
+$621.6K
15,579
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$618.5K
17,181
+43%
增持
COST
COSTCO WHSL CORP NEW
+$607.7K
4,015
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$605.0K
10,884
+0%
减持
MSFT
MICROSOFT CORP
+$574.8K
23,703
-0%
增持
EEM
ISHARES TR
+$562.0K
13,387
+6661%
增持
IEF
ISHARES TR
+$560.5K
22,851
+37%
增持
SPY
SPDR S&P 500 ETF TR
+$554.8K
4,144
+27%
减持
MCD
MCDONALDS CORP
-$552.3K
4,965
-23%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$522.7K
8,380
+44%
增持
IYW
ISHARES TR
+$517.5K
30,697
+1%
减持
AGG
ISHARES TR
-$491.7K
25,242
-16%
增持
QUAL
ISHARES TR
+$484.1K
56,429
+1%
增持
TJX
TJX COS INC NEW
+$452.6K
33,315
+5%
增持
EMXC
ISHARES INC
+$442.6K
64,431
+10%
减持
IJR
ISHARES TR
-$434.8K
21,207
-13%
增持
URA
GLOBAL X FDS
+$429.0K
26,325
+128%
减持
LQDW
ISHARES TR
-$423.3K
144,700
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$397.6K
6,131
+14%
增持
VB
VANGUARD INDEX FDS
+$396.5K
2,665
+228%
增持
UNH
UNITEDHEALTH GROUP INC
+$394.8K
7,372
+9%
减持
SCHV
SCHWAB STRATEGIC TR
-$394.1K
109,428
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$388.5K
30,602
+48%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$387.9K
18,172
+5%
增持
BOND
PIMCO ETF TR
+$384.7K
17,060
+34%
减持
HEFA
ISHARES TR
-$358.7K
54,899
-17%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$347.0K
22,490
+41%
减持
USMV
ISHARES TR
-$323.4K
1,930
-67%
增持
DUK
DUKE ENERGY CORP NEW
+$318.1K
20,430
+14%
增持
VOE
VANGUARD INDEX FDS
+$312.5K
17,624
+17%
建仓
ELF
E L F BEAUTY INC
+$308.3K
1,463
增持
MSI
MOTOROLA SOLUTIONS INC
+$297.2K
5,530
+7%
增持
SPGI
S&P GLOBAL INC
+$296.1K
4,432
+12%
减持
FNDF
SCHWAB STRATEGIC TR
-$294.4K
18,615
-30%
增持
—
NXP SEMICONDUCTORS N V
+$289.1K
9,378
+4%
减持
—
TRANE TECHNOLOGIES PLC
+$285.6K
10,111
-0%
清仓
INTC
INTEL CORP
-$275.4K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$275.0K
10,592
+16%
增持
UAPR
INNOVATOR ETFS TRUST
+$274.0K
9,631
+4716%
减持
WMT
WALMART INC
+$269.4K
56,567
-4%
建仓
RTX
RTX CORPORATION
+$256.0K
2,550
增持
MPC
MARATHON PETE CORP
-$255.1K
14,576
+6%
增持
SLYV
SPDR SER TR
-$253.4K
57,091
+0%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$245.8K
348
+67%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$243.8K
15,000
建仓
MMM
3M CO
+$243.3K
2,381
清仓
RY
ROYAL BK CDA
-$242.9K
0
-100%
清仓
SPSB
SPDR SER TR
-$242.3K
0
-100%
增持
DXCM
DEXCOM INC
-$238.6K
16,797
+9%
增持
DLR
DIGITAL RLTY TR INC
+$236.2K
12,021
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$228.0K
16,907
+30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$227.3K
3,967
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$226.2K
30,215
+3%
减持
MDYV
SPDR SER TR
-$224.6K
66,493
-0%
清仓
LOW
LOWES COS INC
-$224.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$222.6K
4,580
+24%
减持
TLH
ISHARES TR
-$222.5K
14,302
-11%
清仓
ABT
ABBOTT LABS
-$221.1K
0
-100%
减持
UJUL
INNOVATOR ETFS TRUST
-$215.8K
3,480
-66%
建仓
DIS
DISNEY WALT CO
+$215.8K
2,174
减持
IUSG
ISHARES TR
+$214.5K
23,122
-1%
建仓
PSX
PHILLIPS 66
+$212.9K
1,508
增持
VZ
VERIZON COMMUNICATIONS INC
+$211.4K
72,143
+10%
清仓
SBUX
STARBUCKS CORP
-$210.9K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$209.1K
202,516
+3%
减持
—
STERIS PLC
-$206.3K
7,224
-9%
建仓
ORCL
ORACLE CORP
+$205.2K
1,453
增持
T
AT&T INC
+$200.7K
32,314
+36%
增持
SUB
ISHARES TR
+$192.8K
10,456
+22%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$189.2K
24,361
+7%
增持
SPIB
SPDR SER TR
+$172.3K
14,372
+59%
增持
IWC
ISHARES TR
-$171.3K
30,834
+1%
减持
IXUS
ISHARES TR
-$168.5K
17,522
-12%
减持
IWF
ISHARES TR
+$168.2K
10,029
-3%
减持
SPYM
SPDR SER TR
-$163.5K
27,434
-12%
增持
SCHX
SCHWAB STRATEGIC TR
+$163.3K
40,104
+3%
增持
MDYG
SPDR SER TR
-$162.5K
60,594
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$159.2K
43,027
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$159.0K
26,102
-19%
增持
BA
BOEING CO
+$157.5K
2,178
+76%
增持
—
JOHNSON CTLS INTL PLC
+$156.1K
27,217
+8%
减持
TFC
TRUIST FINL CORP
-$155.9K
26,740
-13%
建仓
QLD
PROSHARES TR
+$152.3K
1,524
减持
IDEV
ISHARES TR
-$150.8K
46,123
-3%
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$143.5K
11,580
减持
EMB
ISHARES TR
-$139.4K
10,470
-12%
增持
PG
PROCTER AND GAMBLE CO
+$139.0K
9,917
+8%
增持
CRM
SALESFORCE INC
-$136.7K
10,019
+11%
增持
SCHW
SCHWAB CHARLES CORP
+$134.4K
26,728
+5%
增持
FANG
DIAMONDBACK ENERGY INC
+$134.1K
13,105
+4%
减持
GOOG
ALPHABET INC
+$131.5K
5,587
-5%
增持
BND
VANGUARD BD INDEX FDS
+$130.6K
42,258
+5%
增持
MUB
ISHARES TR
+$127.4K
80,088
+3%
增持
UJUN
INNOVATOR ETFS TRUST
+$126.9K
7,438
+108%
减持
CVS
CVS HEALTH CORP
-$120.6K
3,795
-12%
减持
SPDW
SPDR INDEX SHS FDS
-$120.0K
20,262
-13%
增持
CTRE
CARETRUST REIT INC
+$117.9K
48,983
+7%
减持
—
EXXON MOBIL CORP
-$114.6K
8,107
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$112.7K
9,265
+1%
增持
TSLA
TESLA INC
+$109.0K
2,191
+19%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$109.0K
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$107.4K
52,580
-2%
建仓
FLGB
FRANKLIN TEMPLETON ETF TR
+$105.7K
4,020
增持
PEP
PEPSICO INC
-$102.9K
9,576
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$102.6K
11,438
-14%
