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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 94
减持 19
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$5.5M
155,187
+138%
增持
BOND
PIMCO ETF TR
+$4.6M
65,103
+282%
清仓
LQDW
ISHARES TR
-$4.1M
0
-100%
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
DGRO
ISHARES TR
+$3.8M
212,304
+28%
建仓
NFLX
NETFLIX INC
+$3.6M
5,093
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
54,291
+26%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.7M
47,293
增持
IUSB
ISHARES TR
+$2.5M
327,554
+15%
建仓
ADI
ANALOG DEVICES INC
+$2.5M
10,848
增持
XLK
SELECT SECTOR SPDR TR
+$2.5M
38,802
+40%
增持
AAPL
APPLE INC
+$2.3M
63,349
+7%
增持
IVV
ISHARES TR
+$2.3M
65,048
+1%
清仓
DXCM
DEXCOM INC
-$1.9M
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$1.8M
21,587
减持
SCHW
SCHWAB CHARLES CORP
-$1.8M
3,174
-88%
减持
HEFA
ISHARES TR
-$1.7M
6,113
-89%
增持
MGV
VANGUARD WORLD FD
+$1.7M
67,111
+16%
清仓
DRI
DARDEN RESTAURANTS INC
-$1.6M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.6M
3,982
-90%
增持
MGK
VANGUARD WORLD FD
+$1.5M
39,539
+11%
增持
AMGN
AMGEN INC
+$1.5M
9,421
+90%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
32,993
+21%
增持
EMXC
ISHARES INC
+$1.4M
85,585
+33%
增持
META
META PLATFORMS INC
+$1.4M
9,416
+19%
减持
CVX
CHEVRON CORP NEW
-$1.4M
4,789
-64%
减持
FLTR
VANECK ETF TRUST
-$1.3M
57,588
-47%
清仓
HAL
HALLIBURTON CO
-$1.2M
0
-100%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.2M
25,904
+72%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
6,016
+45%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.2M
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$1.1M
8,802
-33%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
27,963
+55%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.0M
216,183
+7%
建仓
IGM
ISHARES TR
+$1.0M
10,800
增持
IUSG
ISHARES TR
+$1.0M
30,030
+30%
增持
IVE
ISHARES TR
+$965.4K
38,797
+6%
增持
AMT
AMERICAN TOWER CORP NEW
+$954.5K
13,201
+22%
增持
BND
VANGUARD BD INDEX FDS
+$924.8K
52,849
+25%
增持
LMT
LOCKHEED MARTIN CORP
+$893.9K
6,428
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$888.2K
43,297
+58%
增持
WMT
WALMART INC
+$882.7K
58,364
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$861.0K
112,173
+3%
增持
XLRE
SELECT SECTOR SPDR TR
+$854.1K
20,851
+936%
增持
SLYV
SPDR SER TR
+$810.0K
60,825
+7%
增持
VTV
VANGUARD INDEX FDS
+$794.6K
57,577
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$773.9K
21,702
+26%
清仓
URA
GLOBAL X FDS
-$762.4K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$760.1K
15,992
+33%
增持
QUAL
ISHARES TR
+$739.5K
57,866
+3%
增持
TLTW
ISHARES TR
+$735.1K
333,629
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$723.7K
7,659
+4%
增持
IWM
ISHARES TR
+$722.2K
6,837
+76%
增持
VBR
VANGUARD INDEX FDS
+$718.0K
17,581
+15%
增持
MDYV
SPDR SER TR
+$712.0K
69,998
+5%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$696.4K
84,829
+4%
增持
PTLC
PACER FDS TR
+$690.1K
49,023
+29%
增持
—
TRANE TECHNOLOGIES PLC
+$683.5K
10,314
+2%
建仓
IBTM
ISHARES TR
+$681.1K
23,983
增持
GLD
SPDR GOLD TR
+$668.3K
6,801
+48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$667.3K
4,956
+25%
增持
JPM
JPMORGAN CHASE & CO.
+$662.2K
32,124
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$661.5K
24,877
+2%
增持
AVGO
BROADCOM INC
-$655.3K
17,718
+666%
增持
DYNF
BLACKROCK ETF TRUST
+$651.4K
226,107
+1%
增持
C
CITIGROUP INC
+$651.2K
39,919
+37%
增持
SLYG
SPDR SER TR
+$649.0K
50,985
+7%
减持
SCHF
SCHWAB STRATEGIC TR
+$618.9K
503,833
-3%
减持
TJX
TJX COS INC NEW
-$589.6K
26,190
-21%
减持
IEMG
ISHARES INC
-$583.7K
228,943
-11%
增持
NVDA
NVIDIA CORPORATION
+$579.4K
81,501
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$577.2K
17,043
+55%
增持
MUB
ISHARES TR
+$534.6K
83,476
+4%
增持
IJR
ISHARES TR
+$533.0K
23,897
+13%
减持
TIP
ISHARES TR
-$519.6K
2,229
-69%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$508.0K
19,292
+6%
建仓
BAUG
INNOVATOR ETFS TRUST
+$504.8K
11,801
增持
HDV
ISHARES TR
+$503.2K
7,010
+137%
增持
MSFT
MICROSOFT CORP
+$464.7K
25,701
+8%
增持
PWS
PACER FDS TR
+$461.9K
27,801
+97%
减持
AMZN
AMAZON COM INC
-$457.9K
41,339
-2%
增持
CME
CME GROUP INC
+$456.0K
15,106
+3%
增持
V
VISA INC
+$453.7K
13,570
+9%
减持
IYW
ISHARES TR
-$447.5K
27,519
-10%
增持
FISV
FISERV INC
+$444.3K
12,002
+4%
增持
UAUG
INNOVATOR ETFS TRUST
+$442.4K
48,246
+30%
增持
MSI
MOTOROLA SOLUTIONS INC
+$427.2K
5,698
+3%
增持
SPGI
S&P GLOBAL INC
+$426.1K
4,651
+5%
增持
—
JOHNSON CTLS INTL PLC
+$418.5K
28,701
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$402.3K
75,205
+4%
增持
FNDF
SCHWAB STRATEGIC TR
+$396.9K
28,230
+52%
增持
IJH
ISHARES TR
+$393.9K
20,203
+37%
增持
VUG
VANGUARD INDEX FDS
+$385.1K
16,198
+4%
增持
VOE
VANGUARD INDEX FDS
+$382.4K
18,159
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$378.5K
149,229
-5%
增持
COST
COSTCO WHSL CORP NEW
+$362.4K
4,258
+6%
增持
EDIV
SPDR INDEX SHS FDS
+$358.3K
62,678
+10%
增持
MCD
MCDONALDS CORP
+$356.6K
5,326
+7%
增持
AVDV
AMERICAN CENTY ETF TR
+$353.8K
53,330
+1%
增持
ICSH
ISHARES TR
+$352.9K
28,417
+32%
减持
NOBL
PROSHARES TR
-$339.2K
42,370
-16%
增持
GOOGL
ALPHABET INC
-$338.4K
41,858
+5%
建仓
KAUG
INNOVATOR ETFS TRUST
+$335.5K
13,400
建仓
CI
THE CIGNA GROUP
+$335.4K
968
清仓
—
GLOBAL X FDS
-$316.7K
0
-100%
增持
USFR
WISDOMTREE TR
+$315.2K
38,021
+20%
增持
TLT
ISHARES TR
+$314.2K
37,580
+2%
增持
VO
VANGUARD INDEX FDS
+$313.6K
2,092
+113%
增持
VOO
VANGUARD INDEX FDS
+$312.2K
4,244
+10%
清仓
ELF
E L F BEAUTY INC
-$308.3K
0
-100%
增持
UNP
UNION PAC CORP
+$305.7K
6,321
+14%
增持
PANW
PALO ALTO NETWORKS INC
+$305.5K
11,689
+7%
减持
TFLO
ISHARES TR
-$301.3K
1,863
-76%
建仓
ABT
ABBOTT LABS
+$292.1K
2,562
减持
HD
HOME DEPOT INC
+$289.5K
13,190
-10%
增持
VOT
VANGUARD INDEX FDS
+$286.6K
11,177
+6%
清仓
RYLD
GLOBAL X FDS
-$282.6K
0
-100%
增持
DES
WISDOMTREE TR
+$282.4K
27,586
+28%
增持
—
STERIS PLC
+$279.2K
7,690
+6%
减持
CTRE
CARETRUST REIT INC
+$271.1K
48,629
-1%
增持
GOOG
ALPHABET INC
+$267.1K
7,727
+38%
建仓
LOW
LOWES COS INC
+$264.6K
977
建仓
MA
MASTERCARD INCORPORATED
+$260.2K
527
建仓
SBUX
STARBUCKS CORP
+$259.4K
2,661
建仓
FDX
FEDEX CORP
+$255.6K
931
建仓
TGT
TARGET CORP
+$249.7K
1,602
建仓
AXP
AMERICAN EXPRESS CO
+$249.6K
920
增持
TLH
ISHARES TR
+$243.7K
15,664
+10%
建仓
—
CHUBB LIMITED
+$239.3K
829
增持
IEF
ISHARES TR
+$231.5K
24,169
+6%
建仓
CAVA
CAVA GROUP INC
+$230.9K
1,864
建仓
SLV
ISHARES SILVER TR
+$230.5K
8,113
增持
XLF
SELECT SECTOR SPDR TR
+$230.4K
32,842
+7%
减持
DUK
DUKE ENERGY CORP NEW
+$226.3K
19,723
-3%
增持
TSLA
TESLA INC
+$225.8K
2,520
+15%
建仓
EWJ
ISHARES INC
+$225.6K
3,154
增持
VEA
VANGUARD TAX-MANAGED FDS
+$224.9K
14,963
+31%
建仓
RY
ROYAL BK CDA
+$223.8K
1,794
增持
KO
COCA COLA CO
+$219.8K
18,005
+7%
建仓
VXUS
VANGUARD STAR FDS
+$216.2K
3,340
清仓
DIS
DISNEY WALT CO
-$215.8K
0
-100%
增持
BJUN
INNOVATOR ETFS TRUST
+$214.7K
8,300
+163%
增持
—
NXP SEMICONDUCTORS N V
-$214.5K
9,620
+3%
清仓
PSX
PHILLIPS 66
-$212.9K
0
-100%
增持
IFRA
ISHARES TR
+$211.2K
24,626
+10%
建仓
COP
CONOCOPHILLIPS
+$210.3K
1,998
建仓
LNG
CHENIERE ENERGY INC
+$209.3K
1,164
增持
SCHA
SCHWAB STRATEGIC TR
+$206.2K
52,181
+0%
建仓
BNY
BANK NEW YORK MELLON CORP
+$206.0K
2,866
减持
LLY
ELI LILLY & CO
-$203.4K
3,658
-4%
建仓
SO
SOUTHERN CO
+$203.3K
2,254
