WealthShield Partners, LLC
CARY NC · SEC CIK 0001729303
$6.54亿2026Q2 申报市值
379持仓数
27.3%前十大占比 · 第一大 8.2%
15 / 247新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,306.59万
CORO 新建仓+$456.80万
IALT 新建仓+$217.97万
AMAT 加仓+$216.54万
GGOV 新建仓+$189.24万
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$2,295.54万
SCHG 减仓-$1,713.84万
IEMG 减仓-$1,459.44万
VTV 减仓-$1,015.77万
BOND 清仓-$958.95万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -11,931 | -100.0% | -$18.67万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,048 | -100.0% | -$18.59万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,677 | -100.0% | -$18.51万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -1,756 | -100.0% | -$17.96万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,362 | -100.0% | -$17.76万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -4,100 | -100.0% | -$17.45万 | 清仓 |
| NUEM | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,290 | -100.0% | -$15.76万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,700 | -100.0% | -$14.42万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,819 | -100.0% | -$14.04万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,977 | -100.0% | -$13.94万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -9,313 | -100.0% | -$13.92万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,085 | -100.0% | -$13.40万 | 清仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,866 | -100.0% | -$11.70万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,696 | -100.0% | -$11.25万 | 清仓 |
| URTH | ISHARES INC | $0 | 0.00% | 0 | -600 | -100.0% | -$10.80万 | 清仓 |
| BGRN | ISHARES TR | $0 | 0.00% | 0 | -2,248 | -100.0% | -$10.67万 | 清仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -636 | -100.0% | -$10.10万 | 清仓 |
| BNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,300 | -100.0% | -$9.90万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,040 | -100.0% | -$9.74万 | 清仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,427 | -100.0% | -$9.62万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -1,097 | -100.0% | -$9.47万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,557 | -100.0% | -$9.41万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -996 | -100.0% | -$9.14万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,166 | -100.0% | -$9.06万 | 清仓 |
| DLS | WISDOMTREE TR | $0 | 0.00% | 0 | -1,083 | -100.0% | -$8.83万 | 清仓 |
| AVSE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,300 | -100.0% | -$8.65万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,437 | -100.0% | -$8.49万 | 清仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -700 | -100.0% | -$8.45万 | 清仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,394 | -100.0% | -$7.77万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,359 | -100.0% | -$7.70万 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,788 | -100.0% | -$7.55万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,251 | -100.0% | -$7.41万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -1,404 | -100.0% | -$7.31万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -1,063 | -100.0% | -$7.05万 | 清仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $0 | 0.00% | 0 | -12,583 | -100.0% | -$6.81万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -809 | -100.0% | -$6.52万 | 清仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -790 | -100.0% | -$6.41万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -822 | -100.0% | -$5.61万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -1,414 | -100.0% | -$5.43万 | 清仓 |
| NKE | NIKE INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.28万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -550 | -100.0% | -$5.13万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -14,500 | -100.0% | -$5.12万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,550 | -100.0% | -$4.95万 | 清仓 |
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | -949 | -100.0% | -$4.94万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4.81万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -398 | -100.0% | -$4.78万 | 清仓 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,206 | -100.0% | -$4.76万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -503 | -100.0% | -$4.74万 | 清仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -388 | -100.0% | -$4.55万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,965 | -100.0% | -$4.50万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -712 | -100.0% | -$4.45万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -930 | -100.0% | -$4.41万 | 清仓 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -1,105 | -100.0% | -$4.38万 | 清仓 |
| — | PUTNAM MASTER INTER INCOME T | $0 | 0.00% | 0 | -13,000 | -100.0% | -$4.25万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,777 | -100.0% | -$3.99万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,519 | -100.0% | -$3.81万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -724 | -100.0% | -$3.79万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -801 | -100.0% | -$3.64万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,100 | -100.0% | -$3.55万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,240 | -100.0% | -$3.51万 | 清仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -482 | -100.0% | -$3.37万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -341 | -100.0% | -$3.30万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -700 | -100.0% | -$3.25万 | 清仓 |
| IYT | ISHARES TR | $0 | 0.00% | 0 | -432 | -100.0% | -$3.22万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -1,150 | -100.0% | -$3.07万 | 清仓 |
| — | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -704 | -100.0% | -$3.02万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,280 | -100.0% | -$3.01万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -490 | -100.0% | -$2.82万 | 清仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -383 | -100.0% | -$2.80万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -327 | -100.0% | -$2.68万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,115 | -100.0% | -$2.64万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -922 | -100.0% | -$2.22万 | 清仓 |
| REM | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.15万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -56 | -100.0% | -$2.15万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -686 | -100.0% | -$2.09万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -754 | -100.0% | -$2.01万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -783 | -100.0% | -$1.97万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -143 | -100.0% | -$1.90万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -205 | -100.0% | -$1.90万 | 清仓 |
| FMAT | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -320 | -100.0% | -$1.84万 | 清仓 |
| NUDM | NUSHARES ETF TR | $0 | 0.00% | 0 | -510 | -100.0% | -$1.84万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -434 | -100.0% | -$1.66万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -675 | -100.0% | -$1.63万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -449 | -100.0% | -$1.62万 | 清仓 |
| XVV | ISHARES TR | $0 | 0.00% | 0 | -313 | -100.0% | -$1.54万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -525 | -100.0% | -$1.51万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -666 | -100.0% | -$1.50万 | 清仓 |
| SUSB | ISHARES TR | $0 | 0.00% | 0 | -594 | -100.0% | -$1.49万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -840 | -100.0% | -$1.44万 | 清仓 |
| ICF | ISHARES TR | $0 | 0.00% | 0 | -228 | -100.0% | -$1.41万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -223 | -100.0% | -$1.36万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -161 | -100.0% | -$1.36万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -500 | -100.0% | -$1.35万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -235 | -100.0% | -$1.29万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -537 | -100.0% | -$1.28万 | 清仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -232 | -100.0% | -$1.21万 | 清仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -508 | -100.0% | -$1.14万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -159 | -100.0% | -$1.14万 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -165 | -100.0% | -$1.13万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -323 | -100.0% | -$1.07万 | 清仓 |