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 |
|---|---|---|---|---|---|---|---|---|
| JEMA | J P MORGAN EXCHANGE TRADED F | $1.21万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $1.22万 | 0.00% | 177 | 20 | 12.7% | $1,376 | 加仓 |
| — | SELECT SECTOR SPDR TR | $1.28万 | 0.00% | 537 | 537 | — | $1.28万 | 新建仓 |
| EWC | ISHARES INC | $1.29万 | 0.00% | 235 | 235 | — | $1.29万 | 新建仓 |
| COWG | PACER FDS TR | $1.32万 | 0.00% | 390 | 1 | 0.3% | $34 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.35万 | 0.00% | 500 | -3,328 | -86.9% | -$8.97万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1.36万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $1.36万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $1.41万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $1.44万 | 0.00% | 840 | -400 | -32.3% | -$6,860 | 减仓 |
| SUSB | ISHARES TR | $1.49万 | 0.00% | 594 | -160 | -21.2% | -$4,011 | 减仓 |
| — | SELECT SECTOR SPDR TR | $1.50万 | 0.00% | 666 | 666 | — | $1.50万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $1.51万 | 0.00% | 525 | -100 | -16.0% | -$2,872 | 减仓 |
| XVV | ISHARES TR | $1.54万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $1.56万 | 0.00% | 520 | -113 | -17.9% | -$3,398 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $1.62万 | 0.00% | 449 | 9 | 2.0% | $326 | 加仓 |
| — | SELECT SECTOR SPDR TR | $1.63万 | 0.00% | 675 | 675 | — | $1.63万 | 新建仓 |
| USXF | ISHARES TR | $1.65万 | 0.00% | 299 | 3 | 1.0% | $166 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.66万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.75万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $1.80万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $1.84万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $1.84万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.86万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1.90万 | 0.00% | 205 | 5 | 2.5% | $464 | 加仓 |
| NLR | VANECK ETF TRUST | $1.90万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $1.97万 | 0.00% | 783 | 783 | — | $1.97万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.01万 | 0.00% | 754 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.02万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $2.06万 | 0.00% | 225 | -195 | -46.4% | -$1.79万 | 减仓 |
| — | GLOBAL X FDS | $2.09万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $2.14万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $2.15万 | 0.00% | 56 | -145 | -72.1% | -$5.56万 | 减仓 |
| REM | ISHARES TR | $2.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $2.17万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $2.22万 | 0.00% | 922 | 922 | — | $2.22万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $2.36万 | 0.00% | 492 | -16,666 | -97.1% | -$80.00万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $2.38万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $2.43万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $2.47万 | 0.00% | 247 | -416 | -62.7% | -$4.16万 | 减仓 |
| MLPX | GLOBAL X FDS | $2.58万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $2.64万 | 0.00% | 1,115 | 1,115 | — | $2.64万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $2.67万 | 0.00% | 629 | 366 | 139.2% | $1.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $2.68万 | 0.00% | 327 | 10 | 3.2% | $820 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $2.69万 | 0.00% | 246 | 34 | 16.0% | $3,713 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2.80万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.82万 | 0.00% | 490 | -21 | -4.1% | -$1,210 | 减仓 |
| — | SELECT SECTOR SPDR TR | $3.01万 | 0.00% | 1,280 | 1,280 | — | $3.01万 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $3.02万 | 0.00% | 704 | -1,500 | -68.1% | -$6.44万 | 重新持有 |
| FALN | ISHARES TR | $3.07万 | 0.00% | 1,150 | -33 | -2.8% | -$882 | 减仓 |
| SHYG | ISHARES TR | $3.15万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $3.22万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $3.25万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $3.27万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $3.28万 | 0.00% | 467 | -34 | -6.8% | -$2,385 | 减仓 |
| CORP | PIMCO ETF TR | $3.30万 | 0.00% | 341 | 10 | 3.0% | $968 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.37万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $3.50万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $3.51万 | 0.00% | 1,240 | 1,240 | — | $3.51万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $3.55万 | 0.00% | 1,100 | 4 | 0.4% | $129 | 加仓 |
| IDU | ISHARES TR | $3.55万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $3.64万 | 0.00% | 801 | 84 | 11.7% | $3,822 | 加仓 |
| HEDJ | WISDOMTREE TR | $3.79万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $3.81万 | 0.00% | 1,519 | 1,519 | — | $3.81万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $3.99万 | 0.00% | 825 | 46 | 5.9% | $2,223 | 加仓 |
| — | SELECT SECTOR SPDR TR | $3.99万 | 0.00% | 1,777 | 1,777 | — | $3.99万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $4.24万 | 0.00% | 808 | -1,118 | -58.0% | -$5.87万 | 减仓 |
| — | PUTNAM MASTER INTER INCOME T | $4.25万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $4.27万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $4.38万 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4.41万 | 0.00% | 930 | -105 | -10.1% | -$4,978 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4.45万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $4.50万 | 0.01% | 1,965 | 1,965 | — | $4.50万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $4.55万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $4.74万 | 0.01% | 503 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $4.76万 | 0.01% | 1,206 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $4.76万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $4.78万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $4.81万 | 0.01% | 500 | 500 | — | $4.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $4.91万 | 0.01% | 1,284 | -19 | -1.5% | -$727 | 减仓 |
| MUNI | PIMCO ETF TR | $4.94万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $4.95万 | 0.01% | 4,550 | -2,231 | -32.9% | -$2.43万 | 减仓 |
| DNN | DENISON MINES CORP | $5.12万 | 0.01% | 14,500 | -1,500 | -9.4% | -$5,295 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $5.13万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $5.18万 | 0.01% | 868 | 118 | 15.7% | $7,045 | 加仓 |
| VSGX | VANGUARD WORLD FD | $5.20万 | 0.01% | 725 | 540 | 291.9% | $3.87万 | 加仓 |
| NKE | NIKE INC 看涨期权 | $5.28万 | 0.01% | 1,000 | 1,000 | — | $5.28万 | 新建仓 |
| EWZ | ISHARES INC | $5.43万 | 0.01% | 1,414 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5.61万 | 0.01% | 822 | 98 | 13.5% | $6,691 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $5.84万 | 0.01% | 954 | 107 | 12.6% | $6,553 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $6.41万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $6.52万 | 0.01% | 809 | 9 | 1.1% | $725 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $6.71万 | 0.01% | 3,289 | -8 | -0.2% | -$163 | 减仓 |
| TFLO | ISHARES TR | $6.77万 | 0.01% | 1,338 | -284 | -17.5% | -$1.44万 | 减仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.81万 | 0.01% | 12,583 | -6,955 | -35.6% | -$3.76万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $7.00万 | 0.01% | 2,092 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $7.05万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $7.09万 | 0.01% | 2,545 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.16万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |