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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 46
减持 75
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
OEF
ISHARES TR
-$9.9M
4,570
-86%
增持
EFG
ISHARES TR
+$5.6M
61,335
+482%
建仓
IDEF
BLACKROCK ETF TRUST
+$4.4M
134,611
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。
建仓
BLCR
BLACKROCK ETF TRUST
+$4.0M
96,347
增持
GEV
GE VERNOVA INC
+$3.8M
4,782
+693%
增持
GOVT
ISHARES TR
+$3.6M
199,493
+351%
增持
IVV
ISHARES TR
+$3.4M
53,959
+16%
建仓
FANG
DIAMONDBACK ENERGY INC
+$3.3M
16,768
减持
DYNF
BLACKROCK ETF TRUST
-$3.1M
229,364
-15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.1M
10,620
-31%
减持
GOOGL
ALPHABET INC
-$2.8M
29,594
-18%
减持
ITA
ISHARES TR
-$2.7M
2,445
-84%
增持
MSFT
MICROSOFT CORP
-$2.7M
34,440
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.7M
6,432
-52%
减持
V
VISA INC
-$2.6M
9,146
-41%
建仓
APH
AMPHENOL CORP
+$2.6M
20,523
建仓
LMUB
ISHARES TR
+$2.6M
51,337
增持
AMAT
APPLIED MATLS INC
+$2.4M
8,124
+492%
增持
PH
PARKER-HANNIFIN CORP
+$2.4M
3,048
+684%
减持
MGK
VANGUARD WORLD FD
-$2.3M
43,954
-2%
增持
CEG
CONSTELLATION ENERGY CORP
+$2.3M
9,221
+977%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
512,233
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
13,121
+86%
建仓
IQV
IQVIA HLDGS INC
+$1.7M
10,208
增持
MUB
ISHARES TR
+$1.7M
75,807
+28%
减持
TLH
ISHARES TR
-$1.6M
35,303
-30%
减持
AAPL
APPLE INC
-$1.5M
75,292
-1%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
24,382
-44%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.4M
7,359
-45%
建仓
—
MEDTRONIC PLC
+$1.4M
16,053
清仓
PYPL
PAYPAL HLDGS INC
-$1.4M
0
-100%
减持
CRM
SALESFORCE INC
-$1.4M
13,403
-8%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.3M
287,278
-16%
减持
TFI
SPDR SERIES TRUST
-$1.3M
36,222
-44%
减持
META
META PLATFORMS INC
-$1.3M
11,309
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
832,795
+3%
减持
IAU
ISHARES GOLD TR
-$1.2M
25,514
-40%
减持
IVE
ISHARES TR
-$1.2M
80,286
-6%
减持
TJX
TJX COS INC NEW
-$1.2M
25,254
-25%
减持
EFV
ISHARES TR
-$1.1M
143,410
-13%
减持
IWB
ISHARES TR
-$1.0M
373
-88%
增持
TSLA
TESLA INC
+$1.0M
8,093
+85%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
81,820
-0%
减持
DLR
DIGITAL RLTY TR INC
-$1.0M
9,932
-45%
减持
SPGI
S&P GLOBAL INC
-$984.7K
5,714
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$973.1K
21,267
-57%
减持
EMB
ISHARES TR
-$927.6K
5,295
-64%
减持
—
NXP SEMICONDUCTORS N V
-$893.1K
13,548
-17%
增持
VTV
VANGUARD INDEX FDS
+$858.3K
63,913
+4%
减持
TLT
ISHARES TR
-$842.7K
23,860
-29%
减持
HIMU
BLACKROCK ETF TRUST II
-$811.7K
492
-97%
增持
JPM
JPMORGAN CHASE & CO
-$811.5K
31,378
+1%
减持
USFR
WISDOMTREE TR
-$798.9K
17,546
-48%
增持
VUG
VANGUARD INDEX FDS
-$770.4K
18,037
+2%
减持
ICSH
ISHARES TR
-$743.9K
4,476
-77%
增持
ISRG
INTUITIVE SURGICAL INC
-$706.6K
8,055
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$705.3K
4,363
+9%
增持
BOND
PIMCO ETF TR
+$704.0K
103,918
+9%
建仓
OMAH
TIDAL TRUST III
+$696.7K
38,665
减持
UBER
UBER TECHNOLOGIES INC
-$684.0K
63,798
-1%
减持
IWF
ISHARES TR
-$683.3K
9,463
-5%
增持
TLTW
ISHARES TR
+$624.3K
375,807
+8%
增持
IVW
ISHARES TR
-$623.2K
154,912
+5%
增持
ETR
ENTERGY CORP NEW
+$612.7K
14,862
+30%
增持
AMZN
AMAZON COM INC
-$583.9K
50,408
+5%
减持
MPC
MARATHON PETE CORP
+$582.8K
7,545
-3%
增持
SGVT
SCHWAB STRATEGIC TR
+$582.7K
11,506
+101%
减持
XLK
SELECT SECTOR SPDR TR
-$579.7K
44,849
-1%
减持
PEP
PEPSICO INC
-$577.3K
6,678
-41%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$573.2K
28,100
-16%
减持
KO
COCA COLA CO
-$567.3K
10,976
-45%
减持
LLY
ELI LILLY & CO
-$566.4K
3,032
-3%
增持
BWX
SPDR SERIES TRUST
+$562.2K
388,551
+10%
减持
BINC
BLACKROCK ETF TRUST II
-$546.0K
45,917
-17%
减持
WMT
WALMART INC
+$539.4K
53,249
-2%
减持
IWR
ISHARES TR
-$513.5K
4,279
-56%
减持
IUSG
ISHARES TR
-$506.4K
28,251
-3%
减持
IEMG
ISHARES INC
-$505.5K
288,440
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$473.2K
30,150
-8%
增持
MCD
MCDONALDS CORP
+$468.1K
16,811
+8%
减持
IYW
ISHARES TR
-$451.4K
2,294
-47%
增持
O
REALTY INCOME CORP
+$448.2K
32,318
+19%
清仓
YUM
YUM BRANDS INC
-$441.0K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$418.9K
1,041
-72%
增持
SCHZ
SCHWAB STRATEGIC TR
+$417.0K
304,718
+7%
增持
COST
COSTCO WHOLESALE CORPORATION
+$415.5K
2,917
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$409.9K
41,235
+5%
减持
—
EXXON MOBIL CORP
+$402.6K
10,897
-9%
增持
—
TRANE TECHNOLOGIES PLC
+$382.2K
11,248
+2%
建仓
MCK
MCKESSON CORP
+$376.5K
435
减持
ICVT
ISHARES TR
-$375.6K
4,230
-48%
减持
SPYG
SPDR SERIES TRUST
-$374.4K
37,541
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$373.2K
8,750
-3%
增持
—
EATON CORP PLC
+$371.3K
9,320
+0%
增持
DIM
WISDOMTREE TR
+$367.5K
32,108
+13%
清仓
CI
THE CIGNA GROUP
-$349.0K
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$342.3K
9,132
-1%
增持
NEE
NEXTERA ENERGY INC
+$329.2K
25,551
+0%
增持
IUSB
ISHARES TR
+$329.0K
286,289
+3%
减持
IDXX
IDEXX LABS INC
-$322.4K
2,606
-1%
建仓
SGOV
ISHARES TR
+$321.9K
3,198
减持
—
JOHNSON CONTROLS INTERNATION
+$313.5K
31,214
-1%
增持
MDYG
SPDR SERIES TRUST
+$309.0K
71,389
+1%
减持
IWS
ISHARES TR
-$305.9K
1,731
-56%
建仓
BP
BP PLC
+$303.3K
6,454
减持
CVX
CHEVRON CORPORATION
+$303.1K
5,891
-2%
清仓
SARK
INVESTMENT MANAGERS SER TR I
-$302.5K
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$291.8K
183,998
+6%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$289.0K
491
增持
CME
CME GROUP INC
+$282.7K
11,832
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$279.2K
24,969
-2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$277.1K
4,986
+1%
减持
ADI
ANALOG DEVICES INC
+$276.1K
7,031
-3%
减持
QUAL
ISHARES TR
-$273.4K
35,497
-0%
增持
WFC
WELLS FARGO & CO
-$272.3K
31,136
+5%
减持
VOO
VANGUARD INDEX FDS
-$264.6K
4,697
-4%
减持
XLRE
SELECT SECTOR SPDR TR
-$262.7K
3,981
-62%
增持
FLTR
VANECK ETF TRUST
+$259.3K
209,139
+5%
增持
USCI
UNITED STS COMMODITY INDEX F
+$249.6K
13,436
+1%
清仓
OKLO
OKLO INC
-$244.5K
0
-100%
增持
—
CHUBB LTD SWITZ
+$242.8K
8,542
+5%
减持
VOT
VANGUARD INDEX FDS
-$241.1K
10,029
-1%
增持
ESGD
ISHARES TR
+$240.7K
29,252
+9%
减持
SLYV
SPDR SERIES TRUST
+$232.3K
66,515
-0%
建仓
—
ASTRAZENECA PLC
+$231.7K
1,175
建仓
NKE
NIKE INC
+$230.4K
4,362
建仓
WMB
WILLIAMS COS INC
+$229.8K
3,157
减持
IWD
ISHARES TR
-$226.8K
4,725
-20%
清仓
BX
BLACKSTONE INC
-$226.7K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$223.2K
1,224
减持
TFC
TRUIST FINL CORP
-$221.9K
23,138
-11%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$217.1K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$216.8K
66,488
-0%
清仓
—
ASTRAZENECA PLC
-$215.4K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$213.8K
3,289
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$213.2K
55,047
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$211.7K
7,476
+2%
减持
GILD
GILEAD SCIENCES INC
+$211.1K
13,932
-1%
减持
LRCX
LAM RESEARCH CORP
+$210.6K
22,789
-16%
减持
ESGU
ISHARES TR
-$210.5K
4,945
-19%
减持
MGV
VANGUARD WORLD FD
+$209.4K
70,828
-1%
减持
ORCL
ORACLE CORP
-$207.9K
1,993
-22%
建仓
DOW
DOW HLDGS INC
+$204.6K
4,912
清仓
MO
ALTRIA GROUP INC
-$204.4K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$202.9K
4,052
-9%
建仓
TGTX
TG THERAPEUTICS INC
+$201.0K
6,050
建仓
VLO
VALERO ENERGY CORP
+$200.4K
811
减持
GLD
SPDR GOLD TR
+$198.5K
7,322
-2%
增持
XLF
SELECT SECTOR SPDR TR
-$197.6K
38,371
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$197.3K
107,966
-2%
