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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 76
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
OEF
ISHARES TR
+$4.7M
30,921
+68%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.1M
0
-100%
增持
AAPL
APPLE INC
+$3.9M
75,022
+1%
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
EFG
ISHARES TR
-$3.7M
22,047
-60%
增持
BAI
BLACKROCK ETF TRUST
+$3.4M
155,876
+134%
增持
DYNF
BLACKROCK ETF TRUST
+$3.1M
264,261
+15%
减持
IYW
ISHARES TR
-$3.1M
4,516
-80%
增持
ITA
ISHARES TR
+$2.9M
13,878
+25600%
增持
IEMG
ISHARES INC
+$2.5M
281,619
+5%
减持
NVDA
NVIDIA CORPORATION
+$2.5M
90,677
-1%
减持
GOOGL
ALPHABET INC
+$2.4M
36,781
-0%
清仓
FISV
FISERV INC
-$2.1M
0
-100%
增持
MCD
MCDONALDS CORP
+$2.1M
16,029
+67%
增持
MGK
VANGUARD WORLD FD
+$1.7M
45,601
+0%
增持
IAU
ISHARES GOLD TR
+$1.6M
41,193
+78%
减持
IVV
ISHARES TR
+$1.4M
45,151
-3%
减持
QUAL
ISHARES TR
-$1.4M
60,896
-16%
减持
IVW
ISHARES TR
+$1.3M
144,290
-1%
增持
DIM
WISDOMTREE TR
+$1.2M
21,838
+258%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
12,803
+19%
增持
TLH
ISHARES TR
+$1.1M
52,887
+24%
增持
IVE
ISHARES TR
+$1.1M
65,196
+3%
增持
LRCX
LAM RESEARCH CORP
+$1.1M
27,981
+2%
增持
SPYG
SPDR SERIES TRUST
+$1.1M
40,357
+22%
减持
EFV
ISHARES TR
-$1.0M
184,753
-13%
增持
TLTW
ISHARES TR
+$872.6K
320,297
+12%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$867.4K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$830.6K
16,210
+24%
增持
CMI
CUMMINS INC
+$824.7K
5,468
+21%
增持
VUG
VANGUARD INDEX FDS
+$816.5K
18,046
+1%
增持
TJX
TJX COS INC NEW
+$810.3K
33,599
+3%
减持
C
CITIGROUP INC
+$797.5K
51,036
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$778.4K
31,406
-0%
减持
DGRO
ISHARES TR
+$770.7K
186,594
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$742.0K
13,357
+0%
减持
AVGO
BROADCOM INC
+$737.0K
18,511
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$705.2K
11,079
+11%
增持
MSFT
MICROSOFT CORP
+$685.0K
31,248
+0%
增持
GLD
SPDR GOLD TR
+$667.0K
7,863
+13%
减持
AGG
ISHARES TR
-$651.4K
22,119
-24%
建仓
OKLO
OKLO INC
+$651.4K
5,835
增持
XLK
SELECT SECTOR SPDR TR
+$646.1K
21,956
+0%
减持
IUSB
ISHARES TR
-$645.3K
276,321
-6%
增持
MGV
VANGUARD WORLD FD
+$642.4K
71,286
+2%
增持
HD
HOME DEPOT INC
+$636.8K
14,674
+1%
减持
BND
VANGUARD BD INDEX FDS
-$608.0K
53,902
-14%
增持
NFLX
NETFLIX INC
-$605.2K
5,386
+2%
增持
IJS
ISHARES TR
+$555.3K
10,639
+70%
增持
SPGI
S&P GLOBAL INC
+$545.7K
6,667
+30%
减持
FIS
FIDELITY NATL INFORMATION SV
-$537.7K
24,336
-8%
减持
TSLA
TESLA INC
+$529.7K
4,379
-2%
减持
GOOG
ALPHABET INC
+$513.6K
8,075
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$504.9K
348,606
+0%
增持
THRO
BLACKROCK ETF TRUST
+$483.1K
153,970
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$467.7K
9,366
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$457.7K
545,868
-6%
增持
CRM
SALESFORCE INC
+$447.7K
14,384
+32%
减持
SCHF
SCHWAB STRATEGIC TR
+$432.5K
822,228
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$431.0K
65,720
+15%
增持
HIMU
BLACKROCK ETF TRUST II
+$419.0K
20,224
+71%
减持
PWS
PACER FDS TR
-$407.9K
88
-99%
减持
IWF
ISHARES TR
+$405.9K
9,910
-1%
减持
IUSG
ISHARES TR
+$404.4K
29,324
-0%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$387.6K
1,724
+2230%
增持
VBR
VANGUARD INDEX FDS
+$378.7K
17,296
+4%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$374.4K
85,359
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$369.6K
54,603
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$353.4K
347
-65%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$347.5K
36,619
+10%
建仓
DASH
DOORDASH INC
+$338.1K
1,243
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$329.3K
7,359
+1%
增持
MTUM
ISHARES TR
+$326.8K
16,804
+1%
减持
IWC
ISHARES TR
+$323.7K
27,954
-7%
增持
BOND
PIMCO ETF TR
+$320.8K
77,956
+3%
减持
SCHE
SCHWAB STRATEGIC TR
+$319.4K
110,642
-1%
增持
TLT
ISHARES TR
+$317.9K
40,006
+8%
减持
ITOT
ISHARES TR
-$309.4K
7,366
-28%
减持
SUB
ISHARES TR
-$304.1K
4,626
-38%
增持
UBER
UBER TECHNOLOGIES INC
+$293.5K
57,987
+0%
增持
ISRG
INTUITIVE SURGICAL INC
-$292.9K
4,401
+6%
减持
EMXC
ISHARES INC
-$292.2K
6,236
-45%
减持
EMNT
PIMCO ETF TR
-$292.0K
5,377
-36%
建仓
AADR
ADVISORSHARES TR
+$289.7K
3,339
减持
WMT
WALMART INC
+$274.1K
54,502
-0%
减持
SLYV
SPDR SERIES TRUST
+$272.1K
69,728
-6%
增持
AMT
AMERICAN TOWER CORP NEW
-$247.4K
13,157
+5%
增持
VOO
VANGUARD INDEX FDS
+$245.6K
3,765
+4%
减持
MDYG
SPDR SERIES TRUST
+$245.5K
72,088
-1%
增持
SLV
ISHARES SILVER TR
+$239.4K
17,644
+14%
减持
SCHA
SCHWAB STRATEGIC TR
+$235.0K
104,767
-1%
减持
AVDV
AMERICAN CENTY ETF TR
+$234.2K
36,615
-4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$231.5K
380
建仓
MU
MICRON TECHNOLOGY INC
+$229.7K
1,373
减持
NKE
NIKE INC
-$227.2K
31,604
-8%
建仓
BP
BP PLC
+$225.4K
6,542
增持
JNJ
JOHNSON & JOHNSON
+$223.7K
6,434
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$220.9K
791
建仓
CVS
CVS HEALTH CORP
+$217.8K
2,888
减持
IDXX
IDEXX LABS INC
+$217.7K
2,646
-4%
增持
COST
COSTCO WHSL CORP NEW
-$215.0K
3,424
+0%
增持
BA
BOEING CO
+$214.1K
3,689
+33%
增持
MPC
MARATHON PETE CORP
+$212.1K
7,732
+0%
清仓
ADBE
ADOBE INC
-$211.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$210.4K
15,310
+1%
建仓
—
PROSHARES TR
+$209.5K
13,758
增持
ICVT
ISHARES TR
+$209.4K
6,769
+30%
增持
CTRE
CARETRUST REIT INC
+$209.0K
48,374
+1%
增持
BWX
SPDR SERIES TRUST
+$207.2K
9,283
+3364%
建仓
COP
CONOCOPHILLIPS
+$203.3K
2,149
建仓
WMB
WILLIAMS COS INC
+$202.9K
3,202
减持
ABBV
ABBVIE INC
+$201.1K
4,753
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$199.2K
4,344
-0%
增持
NEE
NEXTERA ENERGY INC
+$197.7K
32,274
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$196.8K
110,980
-1%
增持
ESGD
ISHARES TR
+$189.3K
25,772
+4%
增持
—
EATON CORP PLC
+$185.2K
9,242
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$171.2K
5,047
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$171.1K
3,621
增持
SPYM
SPDR SERIES TRUST
+$170.4K
28,577
+0%
减持
IDEV
ISHARES TR
+$160.4K
40,591
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$157.6K
18,287
+4%
增持
SUSC
ISHARES TR
+$156.0K
45,788
+15%
增持
MBB
ISHARES TR
+$153.8K
41,501
+3%
减持
ETHA
ISHARES ETHEREUM TR
+$153.2K
12,525
-1%
减持
HEFA
ISHARES TR
-$150.4K
825
-83%
减持
PG
PROCTER AND GAMBLE CO
-$149.8K
9,830
-6%
增持
DUK
DUKE ENERGY CORP NEW
+$147.2K
25,460
+0%
增持
FNDF
SCHWAB STRATEGIC TR
+$144.2K
38,233
+2%
清仓
SCMB
SCHWAB STRATEGIC TR
-$144.1K
0
-100%
减持
IJR
ISHARES TR
+$144.0K
15,711
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$140.0K
103,179
-1%
增持
USFR
WISDOMTREE TR
+$136.7K
45,226
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$135.7K
54,028
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.3K
28,145
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$131.6K
80,661
+2%
减持
VOE
VANGUARD INDEX FDS
+$124.6K
18,112
-2%
增持
ORCL
ORACLE CORP
+$118.3K
1,876
+0%
减持
MUB
ISHARES TR
+$117.8K
69,395
-0%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$116.0K
4,250
增持
PANW
PALO ALTO NETWORKS INC
+$113.5K
14,720
+4%
增持
IWR
ISHARES TR
+$113.4K
5,394
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$112.9K
3,051
+0%
增持
UNP
UNION PAC CORP
+$112.2K
7,260
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$111.8K
33,373
-2%
减持
FLTR
VANECK ETF TRUST
-$111.5K
331,284
-2%
增持
PEP
PEPSICO INC
+$111.0K
10,728
+1%
减持
AMZN
AMAZON COM INC
-$110.9K
45,876
-1%
减持
TFI
SPDR SERIES TRUST
-$108.9K
44,970
-7%
减持
—
JOHNSON CTLS INTL PLC
+$107.7K
27,954
-0%
减持
IWD
ISHARES TR
-$107.0K
4,738
-14%
