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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 39
减持 79
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
FLTR
VANECK ETF TRUST
+$8.2M
379,237
+559%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$4.9M
27,013
-68%
增持
SCHF
SCHWAB STRATEGIC TR
-$4.7M
863,406
+71%
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。
减持
IEMG
ISHARES INC
-$4.5M
165,082
-28%
增持
SCHZ
SCHWAB STRATEGIC TR
-$3.4M
300,686
+39%
清仓
AMGN
AMGEN INC
-$3.0M
0
-100%
减持
DGRO
ISHARES TR
-$3.0M
167,884
-21%
减持
IVV
ISHARES TR
-$2.6M
59,289
-9%
减持
TLTW
ISHARES TR
-$2.5M
274,709
-18%
增持
MTUM
ISHARES TR
+$2.5M
14,709
+425%
增持
BOND
PIMCO ETF TR
+$2.1M
90,920
+40%
减持
XLK
SELECT SECTOR SPDR TR
-$2.0M
28,877
-26%
减持
MUB
ISHARES TR
-$1.8M
68,047
-18%
减持
IEF
ISHARES TR
-$1.8M
6,626
-73%
增持
MDYV
SPDR SER TR
+$1.7M
90,951
+30%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
69,415
+21%
减持
MPC
MARATHON PETE CORP
-$1.6M
6,366
-59%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.6M
5,349
建仓
SNPS
SYNOPSYS INC
+$1.6M
3,222
减持
NOBL
PROSHARES TR
-$1.5M
30,030
-29%
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.5M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$1.4M
0
-100%
增持
TFI
SPDR SER TR
+$1.4M
55,329
+129%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.4M
36,794
-31%
减持
IUSB
ISHARES TR
-$1.4M
311,579
-5%
建仓
O
REALTY INCOME CORP
+$1.3M
24,607
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.1M
53,217
减持
AMT
AMERICAN TOWER CORP NEW
-$1.1M
10,558
-20%
增持
MDYG
SPDR SER TR
+$1.1M
70,045
+23%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
49,592
-9%
建仓
TXN
TEXAS INSTRS INC
+$1.1M
5,626
清仓
IGM
ISHARES TR
-$1.0M
0
-100%
减持
MRK
MERCK & CO INC
-$1.0M
20,231
-24%
减持
IGEB
ISHARES TR
-$967.4K
59
-100%
减持
MSFT
MICROSOFT CORP
-$962.8K
23,953
-7%
减持
LLY
ELI LILLY & CO
-$939.4K
2,981
-19%
减持
GOOGL
ALPHABET INC
+$905.6K
41,457
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$865.8K
25,805
+85%
减持
AMZN
AMAZON COM INC
+$861.0K
39,034
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$839.2K
16,423
-4%
减持
IDEV
ISHARES TR
-$814.3K
37,429
-18%
减持
IUSG
ISHARES TR
-$810.4K
22,611
-25%
减持
EFV
ISHARES TR
-$809.5K
154,725
-0%
减持
MGK
VANGUARD WORLD FD
+$800.8K
39,400
-0%
减持
ADI
ANALOG DEVICES INC
-$775.1K
8,104
-25%
减持
IVW
ISHARES TR
+$756.0K
154,144
-1%
减持
AVGO
BROADCOM INC
+$749.6K
16,416
-7%
减持
NFLX
NETFLIX INC
+$748.0K
4,892
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$734.0K
6,222
-3%
清仓
IBTM
ISHARES TR
-$681.1K
0
-100%
增持
UDEC
INNOVATOR ETFS TRUST
+$678.9K
20,019
+2870%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$656.5K
9,159
+24%
建仓
IAU
ISHARES GOLD TR
+$643.5K
12,998
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$622.0K
18,866
-2%
减持
DWX
SPDR INDEX SHS FDS
-$613.6K
47,567
-20%
减持
MGV
VANGUARD WORLD FD
-$596.9K
64,143
-4%
减持
PTLC
PACER FDS TR
-$564.3K
37,631
-23%
增持
SLYV
SPDR SER TR
+$553.1K
66,864
+10%
减持
ESGD
ISHARES TR
-$545.3K
32,237
-10%
增持
UNH
UNITEDHEALTH GROUP INC
-$538.5K
7,788
+2%
建仓
LQDW
ISHARES TR
+$525.3K
19,997
增持
IWB
ISHARES TR
+$516.8K
1,767
+958%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$515.2K
36,673
+11%
减持
GLD
SPDR GOLD TR
-$513.8K
4,705
-31%
增持
EMNT
PIMCO ETF TR
+$511.0K
9,706
+114%
减持
IJR
ISHARES TR
-$492.5K
19,984
-16%
减持
VTEB
VANGUARD MUN BD FDS
-$480.4K
20,711
-30%
减持
EDIV
SPDR INDEX SHS FDS
-$479.2K
53,349
-15%
减持
SPY
SPDR S&P 500 ETF TR
-$476.3K
5,078
-16%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$471.6K
4,972
+478%
减持
IWM
ISHARES TR
-$467.7K
4,718
-31%
减持
SCHE
SCHWAB STRATEGIC TR
-$458.4K
110,031
-5%
减持
HDV
ISHARES TR
-$458.2K
3,263
-53%
减持
PWS
PACER FDS TR
-$456.1K
13,947
-50%
减持
V
VISA INC
+$449.6K
13,228
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$444.8K
25,797
+19%
减持
IVE
ISHARES TR
-$436.3K
37,789
-3%
减持
ESGE
ISHARES INC
-$435.6K
37,089
-19%
增持
FIS
FIDELITY NATL INFORMATION SV
+$413.2K
27,500
+27%
减持
SHY
ISHARES TR
-$407.6K
17,170
-21%
增持
C
CITIGROUP INC
+$406.8K
41,281
+3%
增持
VOO
VANGUARD INDEX FDS
+$401.6K
4,911
+16%
减持
SUSC
ISHARES TR
-$401.1K
38,406
-28%
减持
IJH
ISHARES TR
-$393.6K
13,889
-31%
减持
VZ
VERIZON COMMUNICATIONS INC
-$393.2K
74,624
-1%
建仓
HYDB
ISHARES TR
+$389.9K
8,293
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$388.7K
24,210
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$381.0K
571,497
+283%
增持
TLT
ISHARES TR
-$377.6K
37,891
+1%
减持
VBR
VANGUARD INDEX FDS
-$367.6K
15,957
-9%
减持
—
TRANE TECHNOLOGIES PLC
-$365.9K
9,865
-4%
增持
NEE
NEXTERA ENERGY INC
-$346.7K
28,136
+1%
增持
USFR
WISDOMTREE TR
+$344.5K
44,792
+18%
减持
CRM
SALESFORCE INC
+$343.5K
8,562
-7%
清仓
CI
THE CIGNA GROUP
-$335.4K
0
-100%
增持
PNOV
INNOVATOR ETFS TRUST
+$331.3K
10,989
+378%
减持
VUG
VANGUARD INDEX FDS
+$324.8K
15,943
-2%
增持
SPYG
SPDR SER TR
+$322.1K
34,177
+6%
减持
BND
VANGUARD BD INDEX FDS
-$319.8K
50,753
-4%
增持
CME
CME GROUP INC
+$308.5K
15,298
+1%
减持
MCD
MCDONALDS CORP
-$305.4K
4,541
-15%
增持
SPYV
SPDR SER TR
+$303.5K
34,873
+25%
增持
NFJ
VIRTUS DIVIDEND INTEREST & P
+$302.0K
74,241
+52%
减持
HD
HOME DEPOT INC
-$294.3K
12,983
-2%
清仓
ADBE
ADOBE INC
-$287.9K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$283.0K
3,742
增持
XLF
SELECT SECTOR SPDR TR
+$281.4K
36,619
+12%
减持
TLH
ISHARES TR
-$279.7K
14,395
-8%
增持
EMXC
ISHARES INC
-$277.0K
89,325
+4%
增持
—
STERIS PLC
-$276.6K
7,728
+0%
减持
DYNF
BLACKROCK ETF TRUST
+$265.2K
223,428
-1%
建仓
AOCT
INNOVATOR ETFS TRUST
+$262.9K
10,576
清仓
MA
MASTERCARD INCORPORATED
-$260.2K
0
-100%
清仓
FDX
FEDEX CORP
-$255.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$255.4K
0
-100%
清仓
TGT
TARGET CORP
-$249.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$247.7K
5,475
-15%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$247.2K
49,291
+4%
清仓
CVS
CVS HEALTH CORP
-$245.5K
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$244.5K
24,458
-6%
减持
—
EATON CORP PLC
-$242.3K
9,016
-8%
减持
UAUG
INNOVATOR ETFS TRUST
-$241.8K
40,785
-15%
减持
JPM
JPMORGAN CHASE & CO.
+$239.6K
29,257
-9%
清仓
—
CHUBB LIMITED
-$239.3K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$238.6K
0
-100%
减持
TSLA
TESLA INC
+$234.4K
2,213
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$230.9K
4,523
-9%
清仓
SLV
ISHARES SILVER TR
-$230.5K
0
-100%
清仓
EWJ
ISHARES INC
-$225.6K
0
-100%
减持
KO
COCA COLA CO
-$223.7K
17,248
-4%
减持
GOOG
ALPHABET INC
-$223.3K
5,611
-27%
增持
DON
WISDOMTREE TR
+$220.9K
25,313
+21%
建仓
DIS
DISNEY WALT CO
+$212.5K
1,902
清仓
COP
CONOCOPHILLIPS
-$210.3K
0
-100%
减持
UNP
UNION PAC CORP
-$208.2K
5,920
-6%
减持
BJUN
INNOVATOR ETFS TRUST
-$207.0K
3,150
-62%
清仓
SCHW
SCHWAB CHARLES CORP
-$205.7K
0
-100%
清仓
BP
BP PLC
-$205.4K
0
-100%
减持
QUAL
ISHARES TR
-$204.2K
57,116
-1%
清仓
SO
SOUTHERN CO
-$203.3K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
-$203.1K
10,129
+5%
建仓
ARKK
ARK ETF TR
+$202.7K
3,571
增持
ICVT
ISHARES TR
+$199.3K
7,693
+42%
减持
FISV
FISERV INC
+$197.1K
11,456
-5%
减持
QQQ
INVESCO QQQ TR
-$194.6K
1,029
-30%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$189.4K
651
-41%
减持
DLR
DIGITAL RLTY TR INC
+$181.7K
15,512
-3%
减持
PEP
PEPSICO INC
-$176.3K
9,624
-1%
增持
CTRE
CARETRUST REIT INC
-$172.0K
49,119
+1%
减持
—
EXXON MOBIL CORP
-$171.2K
8,150
-9%
