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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 66
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$7.5M
46,361
-28%
增持
IEMG
ISHARES INC
+$5.6M
267,453
+38%
增持
EFV
ISHARES TR
+$5.1M
213,301
+48%
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
THRO
BLACKROCK ETF TRUST
+$4.9M
150,259
+1021%
减持
MSFT
MICROSOFT CORP
+$3.8M
31,161
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$3.6M
9,342
-44%
减持
WMT
WALMART INC
-$3.4M
54,642
-45%
减持
EMXC
ISHARES INC
-$3.2M
11,296
-84%
减持
MRK
MERCK & CO INC
-$3.0M
4,481
-88%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.8M
56,949
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.8M
5,082
-55%
增持
OEF
ISHARES TR
+$2.7M
18,375
+73%
增持
MGK
VANGUARD WORLD FD
+$2.7M
45,473
+1%
建仓
LRCX
LAM RESEARCH CORP
+$2.7M
27,458
建仓
NKE
NIKE INC
+$2.4M
34,220
减持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
580,655
-0%
增持
IAGG
ISHARES TR
+$2.4M
49,501
+1492%
建仓
ISRG
INTUITIVE SURGICAL INC
+$2.3M
4,161
增持
AVGO
BROADCOM INC
+$2.2M
19,481
+4%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$2.0M
25,342
减持
—
TRANE TECHNOLOGIES PLC
-$2.0M
10,235
-47%
增持
META
META PLATFORMS INC
+$1.9M
10,719
+3%
建仓
BAI
BLACKROCK ETF TRUST
+$1.9M
66,507
增持
—
CHUBB LIMITED
+$1.9M
7,645
+677%
减持
NOBL
PROSHARES TR
-$1.9M
37,497
-33%
增持
IVE
ISHARES TR
+$1.9M
63,358
+15%
减持
NFLX
NETFLIX INC
+$1.8M
5,274
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
15,154
-10%
增持
QUAL
ISHARES TR
+$1.6M
72,480
+7%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.6M
230,787
-24%
增持
DYNF
BLACKROCK ETF TRUST
+$1.6M
229,496
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
846,559
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
10,003
+12%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
17,880
+5%
增持
AMZN
AMAZON COM INC
+$1.5M
46,419
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.4M
14,092
-44%
减持
BOND
PIMCO ETF TR
-$1.4M
75,465
-16%
减持
HEFA
ISHARES TR
-$1.3M
4,822
-89%
减持
—
JOHNSON CTLS INTL PLC
-$1.3M
28,080
-48%
减持
FLTR
VANECK ETF TRUST
-$1.3M
336,565
-13%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
31,485
-2%
减持
CTRE
CARETRUST REIT INC
-$1.3M
47,995
-49%
减持
IVW
ISHARES TR
+$1.2M
146,208
-9%
减持
CME
CME GROUP INC
-$1.2M
10,964
-32%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.2M
17,652
-31%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
32,240
+65%
减持
UBER
UBER TECHNOLOGIES INC
+$1.1M
57,744
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
73,140
+21%
增持
C
CITIGROUP INC
+$1.0M
51,488
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$970.2K
21,888
-1%
减持
—
NXP SEMICONDUCTORS N V
-$956.6K
13,094
-35%
增持
STIP
ISHARES TR
+$948.6K
11,858
+352%
增持
TLH
ISHARES TR
+$945.5K
42,558
+31%
增持
IDXX
IDEXX LABS INC
+$936.1K
2,746
+115%
增持
MCD
MCDONALDS CORP
+$934.9K
9,616
+60%
减持
IUSB
ISHARES TR
-$914.0K
293,148
-7%
增持
SLYG
SPDR SERIES TRUST
+$892.5K
60,301
+12%
减持
GOOGL
ALPHABET INC
-$836.4K
36,885
-22%
增持
—
EATON CORP PLC
+$824.1K
9,170
+2%
减持
IJR
ISHARES TR
-$767.6K
15,765
-34%
增持
BND
VANGUARD BD INDEX FDS
+$757.1K
62,703
+19%
减持
FIS
FIDELITY NATL INFORMATION SV
-$730.7K
26,316
-32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$716.3K
55,764
+1%
增持
MDYG
SPDR SERIES TRUST
+$716.0K
73,154
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$701.6K
11,911
+437%
增持
IUSG
ISHARES TR
+$693.0K
29,392
+0%
增持
IWF
ISHARES TR
+$687.6K
9,977
+2%
增持
MTUM
ISHARES TR
+$666.8K
16,572
+1%
增持
SLYV
SPDR SERIES TRUST
+$653.8K
74,089
+11%
增持
ITOT
ISHARES TR
+$652.2K
10,236
+71%
增持
DLR
DIGITAL RLTY TR INC
+$637.1K
17,129
+4%
增持
IDEV
ISHARES TR
+$629.4K
40,686
+14%
增持
SNPS
SYNOPSYS INC
+$596.1K
4,399
+14%
增持
IWC
ISHARES TR
+$580.9K
30,111
+2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$580.9K
7,320
+11%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$548.7K
13,305
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$538.3K
3,906
+58%
增持
TSLA
TESLA INC
+$522.3K
4,463
+29%
增持
FISV
FISERV INC
-$518.2K
12,138
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$517.2K
33,209
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$515.6K
20,899
+43%
减持
NVDA
NVIDIA CORPORATION
+$514.8K
91,442
-29%
减持
VTV
VANGUARD INDEX FDS
-$513.2K
66,900
-6%
增持
AAPL
APPLE INC
-$506.2K
74,221
+5%
减持
SPIB
SPDR SERIES TRUST
-$449.2K
16,273
-46%
增持
AVDV
AMERICAN CENTY ETF TR
+$438.4K
38,164
+3%
减持
ESGD
ISHARES TR
-$426.6K
24,736
-23%
清仓
AVSD
AMERICAN CENTY ETF TR
-$371.9K
0
-100%
减持
SPYG
SPDR SERIES TRUST
+$361.4K
33,042
-5%
增持
FNDF
SCHWAB STRATEGIC TR
+$360.0K
37,438
+19%
增持
SCHE
SCHWAB STRATEGIC TR
+$337.3K
111,902
+2%
减持
GOVT
ISHARES TR
-$334.2K
41,366
-26%
减持
ADI
ANALOG DEVICES INC
-$331.0K
7,125
-29%
减持
EFG
ISHARES TR
+$316.2K
55,512
-6%
减持
VOT
VANGUARD INDEX FDS
+$314.9K
10,928
-4%
增持
MGV
VANGUARD WORLD FD
+$309.1K
69,930
+2%
增持
TJX
TJX COS INC NEW
+$308.2K
32,764
+7%
减持
ESGE
ISHARES INC
-$295.6K
24,919
-32%
建仓
AMAT
APPLIED MATLS INC
+$292.7K
1,599
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$288.3K
27,633
+14%
减持
NULV
NUSHARES ETF TR
-$274.7K
28,015
-22%
建仓
GEV
GE VERNOVA INC
+$274.6K
519
建仓
CEG
CONSTELLATION ENERGY CORP
+$272.7K
845
增持
BA
BOEING CO
+$271.3K
2,778
+52%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$269.5K
11,025
+82%
增持
TLT
ISHARES TR
+$258.7K
36,911
+12%
增持
MPC
MARATHON PETE CORP
+$250.4K
7,695
+9%
建仓
ETHA
ISHARES ETHEREUM TR
+$241.5K
12,662
减持
SCHV
SCHWAB STRATEGIC TR
+$241.0K
348,502
-1%
建仓
—
VS TRUST
+$238.7K
10,638
增持
BINC
BLACKROCK ETF TRUST II
+$235.7K
51,869
+8%
建仓
CAH
CARDINAL HEALTH INC
+$230.2K
1,370
清仓
CVS
CVS HEALTH CORP
-$227.4K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$227.1K
2,179
减持
NUMV
NUSHARES ETF TR
-$225.4K
22,427
-26%
清仓
BP
BP PLC
-$221.1K
0
-100%
增持
CMI
CUMMINS INC
+$218.3K
4,534
+12%
增持
HD
HOME DEPOT INC
+$218.2K
14,481
+4%
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$216.8K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$216.8K
0
-100%
减持
SPLB
SPDR SERIES TRUST
-$215.5K
10,330
-48%
增持
DIM
WISDOMTREE TR
+$214.5K
6,104
+65%
减持
IJK
ISHARES TR
-$209.5K
9,833
-26%
减持
ICVT
ISHARES TR
-$209.4K
5,192
-36%
建仓
RY
ROYAL BK CDA
+$205.8K
1,564
建仓
ZMAY
INNOVATOR ETFS TRUST
+$203.8K
8,242
清仓
OXY
OCCIDENTAL PETE CORP
-$203.7K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$201.0K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$200.7K
0
-100%
增持
TLTW
ISHARES TR
-$198.6K
285,415
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$196.8K
4,352
-7%
减持
HYDB
ISHARES TR
-$194.1K
4,599
-47%
减持
LLY
ELI LILLY & CO
-$193.1K
3,235
-2%
减持
IJJ
ISHARES TR
-$190.9K
7,826
-19%
减持
PTLC
PACER FDS TR
-$188.2K
34,206
-9%
增持
UAPR
INNOVATOR ETFS TRUST
+$186.4K
15,144
+57%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$185.1K
10,183
-5%
增持
PWR
QUANTA SVCS INC
+$183.2K
1,466
+0%
建仓
QLD
PROSHARES TR
+$179.4K
1,524
减持
SCHA
SCHWAB STRATEGIC TR
+$174.3K
106,246
-1%
减持
MUB
ISHARES TR
-$173.0K
69,603
-1%
增持
PEP
PEPSICO INC
-$170.7K
10,570
+1%
减持
SPYM
SPDR SERIES TRUST
+$164.9K
28,455
-2%
增持
ACIO
ETF SER SOLUTIONS
+$161.9K
26,065
+10%
减持
IAU
ISHARES GOLD TR
-$161.6K
23,108
-15%
减持
MDYV
SPDR SERIES TRUST
+$161.5K
90,842
-1%
增持
SPGI
S&P GLOBAL INC
+$161.2K
5,119
+2%
增持
SLV
ISHARES SILVER TR
+$158.9K
15,489
+37%
增持
CRM
SALESFORCE INC
+$158.4K
10,859
+4%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$158.1K
52,881
-21%
