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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 30
增持 95
减持 20
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$6.4M
16,697
+229%
建仓
UBER
UBER TECHNOLOGIES INC
+$4.3M
59,136
增持
NVDA
NVIDIA CORPORATION
+$4.0M
128,543
+74%
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
WMT
WALMART INC
+$3.9M
98,960
+87%
增持
IVE
ISHARES TR
+$3.3M
55,153
+46%
减持
EFG
ISHARES TR
-$3.3M
59,011
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2M
9,808
+117%
增持
—
TRANE TECHNOLOGIES PLC
+$2.8M
19,144
+94%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.8M
3,114
-88%
增持
NOBL
PROSHARES TR
+$2.7M
55,604
+85%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.4M
11,259
+110%
增持
OEF
ISHARES TR
+$2.2M
10,616
+373%
减持
XLK
SELECT SECTOR SPDR TR
-$2.1M
22,144
-23%
增持
—
JOHNSON CTLS INTL PLC
+$2.1M
53,642
+92%
建仓
MA
MASTERCARD INCORPORATED
+$2.0M
3,641
增持
TLH
ISHARES TR
+$1.9M
32,563
+126%
增持
IEMG
ISHARES INC
+$1.8M
193,779
+17%
增持
—
NXP SEMICONDUCTORS N V
+$1.7M
20,037
+98%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
3,127
-50%
增持
MSFT
MICROSOFT CORP
+$1.6M
31,200
+30%
清仓
—
STERIS PLC
-$1.6M
0
-100%
增持
DGRO
ISHARES TR
+$1.5M
190,676
+14%
增持
QUAL
ISHARES TR
+$1.4M
67,924
+19%
增持
IVV
ISHARES TR
+$1.4M
64,657
+9%
增持
CTRE
CARETRUST REIT INC
+$1.4M
95,023
+93%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
581,279
+2%
增持
QQQ
INVESCO QQQ TR
+$1.3M
3,972
+286%
增持
HEFA
ISHARES TR
+$1.3M
41,989
+625%
增持
MRK
MERCK & CO INC
+$1.3M
36,678
+81%
建仓
CMI
CUMMINS INC
+$1.3M
4,041
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.2M
19,485
+874%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.2M
13,324
-29%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
866,312
+0%
减持
EMXC
ISHARES INC
-$1.1M
70,394
-21%
清仓
TXN
TEXAS INSTRS INC
-$1.1M
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$989.9K
25,373
+30%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$985.3K
55,141
+11%
建仓
IGM
ISHARES TR
+$979.2K
10,800
增持
IAU
ISHARES GOLD TR
+$959.1K
27,182
+109%
增持
AAPL
APPLE INC
+$930.5K
70,833
+20%
建仓
ACIO
ETF SER SOLUTIONS
+$917.1K
23,705
增持
NFLX
NETFLIX INC
+$906.6K
5,648
+15%
增持
GLD
SPDR GOLD TR
+$901.4K
7,082
+51%
增持
AMT
AMERICAN TOWER CORP NEW
+$874.5K
12,996
+23%
增持
V
VISA INC
+$874.3K
14,423
+9%
增持
MGV
VANGUARD WORLD FD
+$853.7K
68,845
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$841.8K
32,022
+9%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$832.4K
25,739
+6%
增持
IVW
ISHARES TR
-$778.0K
160,209
+4%
减持
IFRA
ISHARES TR
-$775.5K
5,279
-76%
减持
VOO
VANGUARD INDEX FDS
-$739.8K
3,710
-24%
增持
UNH
UNITEDHEALTH GROUP INC
+$738.6K
8,932
+15%
建仓
QCOM
QUALCOMM INC
+$710.5K
4,625
增持
AVGO
BROADCOM INC
-$671.7K
18,720
+14%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$668.7K
116,969
+120%
增持
FIS
FIDELITY NATL INFORMATION SV
+$651.9K
38,472
+40%
减持
ESGU
ISHARES TR
-$651.0K
6,989
-40%
增持
CME
CME GROUP INC
+$605.2K
16,009
+5%
增持
VTV
VANGUARD INDEX FDS
+$585.2K
71,420
+3%
增持
SLYV
SPDR SER TR
-$578.4K
67,034
+0%
增持
IUSG
ISHARES TR
+$576.7K
29,332
+30%
建仓
HIMU
BLACKROCK ETF TRUST II
+$576.2K
11,633
增持
MCD
MCDONALDS CORP
+$558.2K
6,002
+32%
增持
IWC
ISHARES TR
-$551.0K
29,421
+1%
减持
—
EATON CORP PLC
-$542.6K
9,011
-0%
增持
DYNF
BLACKROCK ETF TRUST
-$537.1K
223,822
+0%
增持
META
META PLATFORMS INC
+$521.7K
10,367
+11%
减持
IWB
ISHARES TR
-$518.0K
167
-91%
增持
GOOGL
ALPHABET INC
-$511.2K
47,443
+14%
减持
COST
COSTCO WHSL CORP NEW
-$507.7K
3,511
-16%
增持
TJX
TJX COS INC NEW
+$491.8K
30,688
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$485.8K
76,500
+3%
增持
SPIB
SPDR SER TR
+$457.8K
29,954
+82%
增持
MDYG
SPDR SER TR
-$447.3K
70,965
+1%
增持
C
CITIGROUP INC
+$437.8K
47,100
+14%
增持
GOVT
ISHARES TR
+$435.6K
55,896
+51%
增持
IYW
ISHARES TR
-$430.4K
27,373
+2%
建仓
THRO
BLACKROCK ETF TRUST
+$424.9K
13,408
增持
HDV
ISHARES TR
+$424.9K
6,532
+100%
增持
DLR
DIGITAL RLTY TR INC
-$420.6K
16,394
+6%
增持
GOOG
ALPHABET INC
+$420.5K
9,531
+70%
增持
LLY
ELI LILLY & CO
+$413.5K
3,287
+10%
增持
MGK
VANGUARD WORLD FD
+$401.6K
45,106
+14%
增持
O
REALTY INCOME CORP
+$397.8K
29,513
+20%
减持
SUB
ISHARES TR
-$387.2K
7,117
-34%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$385.6K
28,345
+39%
增持
IUSB
ISHARES TR
+$382.9K
313,938
+1%
增持
IWM
ISHARES TR
+$376.3K
7,112
+51%
减持
EFV
ISHARES TR
+$371.5K
144,043
-7%
增持
KO
COCA COLA CO
+$363.9K
20,028
+16%
增持
TLTW
ISHARES TR
+$353.4K
283,231
+3%
建仓
SLV
ISHARES SILVER TR
+$349.3K
11,271
增持
BAC
BANK AMERICA CORP
+$348.4K
15,959
+121%
增持
SLYG
SPDR SER TR
-$340.6K
53,726
+1%
增持
BJUN
INNOVATOR ETFS TRUST
+$333.0K
11,450
+263%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$328.7K
16,870
+3%
增持
—
EXXON MOBIL CORP
+$327.7K
10,127
+24%
建仓
CI
THE CIGNA GROUP
+$325.7K
990
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$318.5K
11,210
减持
XLRE
SELECT SECTOR SPDR TR
-$316.7K
12,383
-40%
增持
VTEB
VANGUARD MUN BD FDS
+$316.6K
27,307
+32%
增持
IJH
ISHARES TR
+$316.1K
20,248
+46%
增持
SCHV
SCHWAB STRATEGIC TR
+$313.9K
353,726
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$313.3K
35,288
-4%
减持
TLT
ISHARES TR
-$310.3K
32,942
-13%
增持
ADI
ANALOG DEVICES INC
+$305.1K
10,051
+24%
增持
VV
VANGUARD INDEX FDS
+$304.7K
1,812
+204%
建仓
—
CHUBB LIMITED
+$297.3K
984
增持
XLF
SELECT SECTOR SPDR TR
+$291.9K
41,391
+13%
减持
UAUG
INNOVATOR ETFS TRUST
-$288.1K
33,510
-18%
建仓
FDX
FEDEX CORP
+$286.2K
1,171
建仓
EWJ
ISHARES INC
+$277.9K
4,054
增持
IWF
ISHARES TR
-$277.4K
9,827
+3%
建仓
SCHW
SCHWAB CHARLES CORP
+$274.1K
3,501
增持
MTUM
ISHARES TR
+$272.2K
16,404
+12%
建仓
STIP
ISHARES TR
+$271.7K
2,626
建仓
PFEB
INNOVATOR ETFS TRUST
+$271.0K
7,566
建仓
DIVO
AMPLIFY ETF TR
+$269.6K
6,613
建仓
MO
ALTRIA GROUP INC
+$266.3K
4,395
增持
EMB
ISHARES TR
+$265.9K
13,259
+27%
增持
FISV
FISERV INC
+$257.6K
11,823
+3%
增持
UNP
UNION PAC CORP
+$257.4K
6,804
+15%
减持
VTI
VANGUARD INDEX FDS
-$256.7K
3,369
-17%
建仓
MS
MORGAN STANLEY
+$251.9K
2,159
增持
MDYV
SPDR SER TR
-$240.2K
91,552
+1%
建仓
TGTX
TG THERAPEUTICS INC
+$238.6K
6,050
增持
SPGI
S&P GLOBAL INC
+$236.6K
4,995
+8%
增持
WFC
WELLS FARGO CO NEW
+$234.8K
10,621
+41%
增持
FLTR
VANECK ETF TRUST
+$232.4K
386,847
+2%
增持
DWX
SPDR INDEX SHS FDS
+$229.2K
49,327
+4%
建仓
CVS
CVS HEALTH CORP
+$227.4K
3,356
建仓
SO
SOUTHERN CO
+$226.2K
2,460
建仓
BSX
BOSTON SCIENTIFIC CORP
+$225.4K
2,234
增持
T
AT&T INC
+$224.8K
34,401
+5%
增持
ABBV
ABBVIE INC
+$224.3K
4,964
+8%
增持
SPLB
SPDR SER TR
+$223.7K
19,876
+96%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$221.4K
20,168
+20%
建仓
BP
BP PLC
+$221.1K
6,542
减持
TFI
SPDR SER TR
-$219.3K
51,146
-8%
清仓
RY
ROYAL BK CDA
-$217.9K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$216.8K
0
-100%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$216.8K
11,595
建仓
COP
CONOCOPHILLIPS
+$216.8K
2,064
增持
SPYG
SPDR SER TR
-$216.0K
34,692
+2%
建仓
PSX
PHILLIPS 66
+$213.0K
1,725
建仓
ADBE
ADOBE INC
+$212.5K
554
建仓
HON
HONEYWELL INTL INC
+$212.4K
1,003
清仓
CAVA
CAVA GROUP INC
-$210.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$210.0K
52,548
+4%
增持
VUG
VANGUARD INDEX FDS
-$205.2K
17,093
+7%
