WealthShield Partners, LLC
CARY NC · SEC CIK 0001729303
$8.98亿2026Q1 申报市值
609持仓数
21.0%前十大占比 · 第一大 3.9%
54 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFG 加仓+$565.62万
IVV 加仓+$486.05万
IDEF 新建仓+$440.45万
BLCR 新建仓+$395.60万
GEV 加仓+$364.78万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$906.31万
ITA 减仓-$279.15万
DYNF 减仓-$241.76万
LHX 减仓-$211.88万
V 减仓-$189.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -23,179 | -100.0% | -$135.32万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -2,915 | -100.0% | -$44.10万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,268 | -100.0% | -$34.90万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -3,407 | -100.0% | -$24.45万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,471 | -100.0% | -$22.67万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,277 | -100.0% | -$21.71万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$21.54万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,545 | -100.0% | -$20.44万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.19万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -506 | -100.0% | -$2.88万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -600 | -100.0% | -$2.30万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -216 | -100.0% | -$1.14万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -464 | -100.0% | -$1.13万 | 清仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -85 | -100.0% | -$3,953 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -45 | -100.0% | -$3,758 | 清仓 |
| DRSK | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -62 | -100.0% | -$1,765 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADVISORSHARES TR | $24 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $39 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $150 | 0.00% | 3 | 3 | — | $150 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $208 | 0.00% | 2 | 2 | — | $208 | 新建仓 |
| XAR | SPDR SERIES TRUST | $508 | 0.00% | 2 | -2 | -50.0% | -$508 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $713 | 0.00% | 3 | -89 | -96.7% | -$2.12万 | 重新持有 |
| FREL | FIDELITY COVINGTON TRUST | $753 | 0.00% | 28 | 28 | — | $753 | 新建仓 |
| RING | ISHARES INC | $790 | 0.00% | 10 | -2 | -16.7% | -$158 | 减仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $1,010 | 0.00% | 47 | 47 | — | $1,010 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1,021 | 0.00% | 30 | 30 | — | $1,021 | 新建仓 |
| ICLN | ISHARES TR | $1,171 | 0.00% | 64 | -48 | -42.9% | -$878 | 减仓 |
| BBH | VANECK ETF TRUST | $1,316 | 0.00% | 7 | 7 | — | $1,316 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1,341 | 0.00% | 42 | 42 | — | $1,341 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $1,518 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $1,526 | 0.00% | 27 | 27 | — | $1,526 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $1,534 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $1,536 | 0.00% | 26 | 26 | — | $1,536 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $1,565 | 0.00% | 46 | 46 | — | $1,565 | 新建仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $1,678 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $1,693 | 0.00% | 36 | 15 | 71.4% | $705 | 加仓 |
| — | PACER FDS TR | $1,728 | 0.00% | 47 | 20 | 74.1% | $735 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,829 | 0.00% | 26 | 26 | — | $1,829 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1,995 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $2,026 | 0.00% | 55 | -4,140 | -98.7% | -$15.25万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,102 | 0.00% | 13 | -1 | -7.1% | -$162 | 减仓 |
| IHI | ISHARES TR | $2,241 | 0.00% | 42 | -750 | -94.7% | -$4.00万 | 减仓 |
| BIZD | VANECK ETF TRUST | $2,354 | 0.00% | 184 | 50 | 37.3% | $640 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2,362 | 0.00% | 43 | 43 | — | $2,362 | 新建仓 |
| IEUR | ISHARES TR | $2,459 | 0.00% | 35 | -2 | -5.4% | -$141 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,618 | 0.00% | 48 | -110 | -69.6% | -$6,000 | 重新持有 |
| FID | FIRST TR EXCHANGE TRADED FD | $2,869 | 0.00% | 137 | 137 | — | $2,869 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $2,876 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2,899 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $2,983 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2,993 | 0.00% | 27 | 12 | 80.0% | $1,330 | 加仓 |
| SPYX | SPDR SERIES TRUST | $3,023 | 0.00% | 57 | 57 | — | $3,023 | 新建仓 |
| IMCV | ISHARES TR | $3,107 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $3,183 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,295 | 0.00% | 35 | 35 | — | $3,295 | 新建仓 |
| DGRW | WISDOMTREE TR | $3,329 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3,390 | 0.00% | 31 | 6 | 24.0% | $656 | 加仓 |
| — | ISHARES TR | $3,429 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $3,479 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $3,614 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $3,801 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $3,876 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $3,894 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $3,916 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $4,118 | 0.00% | 88 | 88 | — | $4,118 | 新建仓 |
| LDUR | PIMCO ETF TR | $4,120 | 0.00% | 43 | 43 | — | $4,120 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $4,251 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $4,342 | 0.00% | 42 | 42 | — | $4,342 | 新建仓 |
| ADME | ETF SER SOLUTIONS | $4,597 | 0.00% | 93 | -31 | -25.0% | -$1,532 | 减仓 |
| VLUE | ISHARES TR | $4,977 | 0.00% | 35 | 6 | 20.7% | $853 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $5,086 | 0.00% | 92 | -3 | -3.2% | -$166 | 减仓 |
| EAGG | ISHARES TR | $5,135 | 0.00% | 108 | 10 | 10.2% | $475 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $5,375 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $5,376 | 0.00% | 95 | -34 | -26.4% | -$1,924 | 减仓 |
| NUBD | NUSHARES ETF TR | $5,508 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,372 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $6,381 | 0.00% | 44 | 44 | — | $6,381 | 新建仓 |
| COWZ | PACER FDS TR | $6,401 | 0.00% | 102 | 102 | — | $6,401 | 新建仓 |
| — | WISDOMTREE TR | $6,749 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $7,044 | 0.00% | 88 | 88 | — | $7,044 | 新建仓 |
| FLOT | ISHARES TR | $7,133 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $7,347 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $7,429 | 0.00% | 44 | 1 | 2.3% | $169 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $7,694 | 0.00% | 170 | 100 | 142.9% | $4,526 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $7,901 | 0.00% | 325 | 6 | 1.9% | $146 | 加仓 |
| INDA | ISHARES TR | $8,572 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $8,677 | 0.00% | 115 | 115 | — | $8,677 | 新建仓 |
| XME | SPDR SERIES TRUST | $9,721 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES TR | $9,995 | 0.00% | 314 | -59 | -15.8% | -$1,878 | 减仓 |
| HYDB | ISHARES TR | $1.01万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| OSCV | ETF SER SOLUTIONS | $1.04万 | 0.00% | 263 | -61 | -18.8% | -$2,406 | 减仓 |
| BOTZ | GLOBAL X FDS | $1.07万 | 0.00% | 323 | 1 | 0.3% | $33 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1.13万 | 0.00% | 165 | 135 | 450.0% | $9,227 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1.14万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.14万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $1.17万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.19万 | 0.00% | 254 | 12 | 5.0% | $563 | 加仓 |