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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 77
减持 43
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
BWX
SPDR SERIES TRUST
+$7.8M
353,597
+3709%
减持
QUAL
ISHARES TR
-$4.8M
35,656
-41%
增持
IVE
ISHARES TR
+$4.7M
85,492
+31%
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
FLTR
VANECK ETF TRUST
-$3.4M
198,962
-40%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$3.3M
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$2.5M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.5M
7,804
+77%
减持
GOOGL
ALPHABET INC
+$2.3M
36,035
-2%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.3M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$2.2M
0
-100%
清仓
NKE
NIKE INC
-$2.2M
0
-100%
增持
MTUM
ISHARES TR
+$2.2M
25,884
+54%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.1M
23,780
+595%
增持
IEMG
ISHARES INC
+$2.1M
306,816
+9%
增持
WFC
WELLS FARGO CO NEW
+$1.9M
29,518
+204%
建仓
GILD
GILEAD SCIENCES INC
+$1.7M
14,100
增持
IVV
ISHARES TR
+$1.6M
46,518
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
81,926
-10%
增持
BOND
PIMCO ETF TR
+$1.6M
95,461
+22%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.6M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
49,504
-39%
增持
AAPL
APPLE INC
+$1.5M
75,702
+1%
建仓
PYPL
PAYPAL HLDGS INC
+$1.4M
23,179
减持
EFG
ISHARES TR
-$1.3M
10,547
-52%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.2M
284,919
+23%
减持
MUB
ISHARES TR
-$1.1M
59,076
-15%
建仓
ETR
ENTERGY CORP NEW
+$1.1M
11,438
增持
OEF
ISHARES TR
+$1.0M
33,064
+7%
增持
AMZN
AMAZON COM INC
+$1.0M
48,013
+5%
增持
IWB
ISHARES TR
+$990.0K
3,152
+516%
减持
STIP
ISHARES TR
-$973.9K
2,903
-76%
建仓
SYSB
ISHARES TR
+$949.7K
10,580
减持
LLY
ELI LILLY & CO
+$940.3K
3,122
-1%
减持
LRCX
LAM RESEARCH CORP
+$911.9K
27,214
-3%
增持
TFI
SPDR SERIES TRUST
+$910.6K
64,754
+44%
增持
NOBL
PROSHARES TR
+$907.7K
44,602
+23%
增持
HD
HOME DEPOT INC
-$834.8K
14,854
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$830.3K
270,918
+3%
增持
NFLX
NETFLIX INC
-$821.7K
60,108
+1016%
增持
GOOG
ALPHABET INC
+$807.5K
8,841
+9%
增持
C
CITIGROUP INC
+$789.9K
51,162
+0%
减持
BND
VANGUARD BD INDEX FDS
-$768.9K
43,739
-19%
增持
VOO
VANGUARD INDEX FDS
+$766.1K
4,898
+30%
增持
MSFT
MICROSOFT CORP
-$757.8K
31,899
+2%
减持
EFV
ISHARES TR
-$741.5K
165,107
-11%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$727.4K
33,290
-9%
增持
IVW
ISHARES TR
+$726.6K
147,211
+2%
增持
IJS
ISHARES TR
+$711.6K
16,604
+56%
增持
—
JOHNSON CTLS INTL PLC
+$700.4K
31,515
+13%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$691.4K
16,881
-40%
减持
COST
COSTCO WHSL CORP NEW
-$678.7K
2,888
-16%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$675.9K
38,229
+21%
减持
TLT
ISHARES TR
-$664.2K
33,400
-17%
增持
DIM
WISDOMTREE TR
+$604.3K
28,452
+30%
增持
CMI
CUMMINS INC
+$601.6K
5,703
+4%
减持
IWC
ISHARES TR
-$598.3K
22,634
-19%
增持
UNH
UNITEDHEALTH GROUP INC
+$592.0K
13,382
+21%
减持
USFR
WISDOMTREE TR
-$591.4K
33,428
-26%
增持
MINO
PIMCO ETF TR
+$516.1K
23,788
+92%
减持
SCHG
SCHWAB STRATEGIC TR
-$511.6K
518,168
-5%
增持
XLV
SELECT SECTOR SPDR TR
+$505.8K
3,692
+682%
增持
—
EATON CORP PLC
-$496.7K
9,300
+1%
增持
IAU
ISHARES GOLD TR
+$468.8K
42,705
+4%
建仓
UNOV
INNOVATOR ETFS TRUST
+$466.8K
12,266
增持
WMT
WALMART INC
+$461.4K
54,559
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$447.9K
39,457
+8%
减持
FTEC
FIDELITY COVINGTON TRUST
-$447.0K
979
-67%
增持
BAI
BLACKROCK ETF TRUST
+$446.2K
173,302
+11%
增持
CRM
SALESFORCE INC
+$443.6K
14,543
+1%
减持
MSI
MOTOROLA SOLUTIONS INC
-$421.2K
4,922
-2%
增持
QQQ
INVESCO QQQ TR
+$418.7K
3,982
+18%
增持
SGVT
SCHWAB STRATEGIC TR
+$416.4K
5,734
+261%
增持
IWR
ISHARES TR
+$408.8K
9,656
+79%
增持
LMT
LOCKHEED MARTIN CORP
+$408.8K
3,994
+31%
增持
UBER
UBER TECHNOLOGIES INC
-$408.0K
64,533
+11%
减持
OKLO
OKLO INC
-$406.9K
3,407
-42%
增持
AGG
ISHARES TR
+$403.1K
26,251
+19%
增持
AVGO
BROADCOM INC
+$398.0K
18,795
+2%
减持
NEE
NEXTERA ENERGY INC
-$392.5K
25,460
-21%
增持
TLTW
ISHARES TR
+$387.9K
347,441
+8%
增持
ITA
ISHARES TR
+$360.5K
15,206
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$351.5K
45,427
+107%
增持
TJX
TJX COS INC NEW
+$349.2K
33,888
+1%
增持
V
VISA INC
+$343.5K
15,402
+4%
增持
—
CHUBB LIMITED
+$343.1K
8,142
+5%
建仓
PH
PARKER-HANNIFIN CORP
+$341.8K
389
减持
O
REALTY INCOME CORP
-$339.7K
27,124
-12%
清仓
DASH
DOORDASH INC
-$338.1K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$333.0K
2,888
增持
IWM
ISHARES TR
+$329.3K
7,508
+20%
增持
IWS
ISHARES TR
+$328.4K
3,957
+141%
清仓
—
VS TRUST
-$325.4K
0
-100%
增持
RTX
RTX CORPORATION
+$315.5K
4,356
+51%
减持
ICSH
ISHARES TR
-$314.7K
19,188
-24%
建仓
WELL
WELLTOWER INC
+$313.7K
1,690
减持
VBR
VANGUARD INDEX FDS
-$311.7K
15,567
-10%
建仓
SARK
INVESTMENT MANAGERS SER TR I
+$302.5K
10,000
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$295.9K
7,323
-0%
减持
TLH
ISHARES TR
-$292.2K
50,700
-4%
增持
BAC
BANK AMERICA CORP
+$285.3K
20,209
+26%
增持
IWD
ISHARES TR
+$271.8K
5,878
+24%
减持
IDEV
ISHARES TR
-$271.5K
36,163
-11%
建仓
DE
DEERE & CO
+$270.9K
582
减持
FNDF
SCHWAB STRATEGIC TR
-$270.1K
30,355
-21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$268.9K
54,835
+0%
增持
JNJ
JOHNSON & JOHNSON
+$267.1K
7,055
+10%
增持
IJH
ISHARES TR
+$266.2K
23,266
+20%
增持
EW
EDWARDS LIFESCIENCES CORP
+$265.4K
26,632
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$261.6K
15,458
+1%
增持
THRO
BLACKROCK ETF TRUST
+$260.6K
157,934
+3%
减持
VOT
VANGUARD INDEX FDS
-$241.7K
10,095
-3%
减持
DGRO
ISHARES TR
+$239.9K
186,447
-0%
增持
MRK
MERCK & CO INC
+$239.4K
5,867
+30%
减持
SCHF
SCHWAB STRATEGIC TR
+$234.3K
805,920
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$233.7K
23,415
-17%
减持
MGV
VANGUARD WORLD FD
+$233.5K
71,184
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$231.9K
119,803
+8%
增持
MPC
MARATHON PETE CORP
-$230.8K
7,745
+0%
增持
DLR
DIGITAL RLTY TR INC
-$227.2K
18,034
+3%
清仓
BP
BP PLC
-$225.4K
0
-100%
清仓
TGTX
TG THERAPEUTICS INC
-$218.6K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$217.4K
3,133
增持
GS
GOLDMAN SACHS GROUP INC
+$216.1K
916
+24%
建仓
—
ASTRAZENECA PLC
+$215.4K
2,343
减持
HYDB
ISHARES TR
-$215.4K
217
-95%
建仓
VYM
VANGUARD WHITEHALL FDS
+$212.2K
1,478
清仓
—
PROSHARES TR
-$209.5K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$205.6K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$203.3K
0
-100%
建仓
LQDA
LIQUIDIA CORPORATION
+$203.0K
5,885
减持
EMXC
ISHARES INC
-$202.9K
3,001
-52%
清仓
WMB
WILLIAMS COS INC
-$202.9K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$188.6K
7,230
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$187.1K
1,882
+86%
增持
SCHD
SCHWAB STRATEGIC TR
+$182.1K
66,556
+11%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$174.5K
14,873
+29%
增持
LQDW
ISHARES TR
+$173.7K
25,164
+43%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$173.7K
94,508
+11%
清仓
OXY
OCCIDENTAL PETE CORP
-$171.1K
0
-100%
减持
SHY
ISHARES TR
-$170.8K
14,728
-12%
减持
SPGI
S&P GLOBAL INC
+$170.3K
6,535
-2%
减持
SPYG
SPDR SERIES TRUST
-$167.7K
37,957
-6%
增持
MU
MICRON TECHNOLOGY INC
+$165.2K
1,384
+1%
减持
SUB
ISHARES TR
-$162.2K
3,109
-33%
增持
VTI
VANGUARD INDEX FDS
+$160.7K
3,037
+16%
增持
DUK
DUKE ENERGY CORP NEW
-$160.4K
25,512
+0%
增持
ESGD
ISHARES TR
+$160.1K
26,884
+4%
减持
HIMU
BLACKROCK ETF TRUST II
-$159.5K
17,158
-15%
减持
GLD
SPDR GOLD TR
+$157.1K
7,449
-5%
建仓
USHY
ISHARES TR
+$156.9K
4,195
