13F 机构持仓

WealthShield Partners, LLC

CARY NC · SEC CIK 0001729303

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 8.2%
IVW 2.7%
MGK 2.5%
DGRO 2.3%
DYNF 2.1%
IUSB 2.0%
VIG 1.9%
IVE 1.9%
AAPL 1.9%
NVDA 1.8%

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
HYDB ISHARES TR $00.00%0 -217-100.0% -$1.01万 清仓
XME SPDR SERIES TRUST $00.00%0 -90-100.0% -$9,721 清仓
IBB ISHARES TR $00.00%0 -44-100.0% -$7,429 清仓
FLOT ISHARES TR $00.00%0 -140-100.0% -$7,133 清仓
IGV ISHARES TR $00.00%0 -88-100.0% -$7,044 清仓
— WISDOMTREE TR $00.00%0 -58-100.0% -$6,749 清仓
COWZ PACER FDS TR $00.00%0 -102-100.0% -$6,401 清仓
NUBD NUSHARES ETF TR $00.00%0 -248-100.0% -$5,508 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -115-100.0% -$5,375 清仓
EAGG ISHARES TR $00.00%0 -108-100.0% -$5,135 清仓
XMHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -42-100.0% -$4,342 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -180-100.0% -$4,251 清仓
LDUR PIMCO ETF TR $00.00%0 -43-100.0% -$4,120 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -88-100.0% -$4,118 清仓
JPME J P MORGAN EXCHANGE TRADED F $00.00%0 -34-100.0% -$3,894 清仓
DEM WISDOMTREE TR $00.00%0 -78-100.0% -$3,876 清仓
ARKF ARK ETF TR $00.00%0 -100-100.0% -$3,801 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -31-100.0% -$3,479 清仓
— ISHARES TR $00.00%0 -89-100.0% -$3,429 清仓
SKYY FIRST TR EXCHANGE-TRADED FD $00.00%0 -31-100.0% -$3,390 清仓
DGRW WISDOMTREE TR $00.00%0 -38-100.0% -$3,329 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -35-100.0% -$3,295 清仓
FXH FIRST TR EXCHANGE-TRADED FD $00.00%0 -29-100.0% -$3,183 清仓
SPYX SPDR SERIES TRUST $00.00%0 -57-100.0% -$3,023 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -100-100.0% -$2,899 清仓
VTHR VANGUARD SCOTTSDALE FDS $00.00%0 -10-100.0% -$2,876 清仓
FID FIRST TR EXCHANGE TRADED FD $00.00%0 -137-100.0% -$2,869 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -48-100.0% -$2,618 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -43-100.0% -$2,362 清仓
BIZD VANECK ETF TRUST $00.00%0 -184-100.0% -$2,354 清仓
USHY ISHARES TR $00.00%0 -55-100.0% -$2,026 清仓
PGF INVESCO EXCHANGE TRADED FD T $00.00%0 -145-100.0% -$1,995 清仓
FHLC FIDELITY COVINGTON TRUST $00.00%0 -26-100.0% -$1,829 清仓
ESML ISHARES TR $00.00%0 -36-100.0% -$1,693 清仓
JPSE J P MORGAN EXCHANGE TRADED F $00.00%0 -32-100.0% -$1,678 清仓
FENY FIDELITY COVINGTON TRUST $00.00%0 -46-100.0% -$1,565 清仓
FUTY FIDELITY COVINGTON TRUST $00.00%0 -26-100.0% -$1,536 清仓
PXH INVESCO EXCH TRADED FD TR II $00.00%0 -57-100.0% -$1,534 清仓
PSP INVESCO EXCHANGE TRADED FD T $00.00%0 -27-100.0% -$1,526 清仓
BBMC J P MORGAN EXCHANGE TRADED F $00.00%0 -14-100.0% -$1,518 清仓
FGD FIRST TR EXCHANGE-TRADED FD $00.00%0 -42-100.0% -$1,341 清仓
BBH VANECK ETF TRUST $00.00%0 -7-100.0% -$1,316 清仓
FTGS FIRST TR EXCHANGE-TRADED FD $00.00%0 -30-100.0% -$1,021 清仓
FLCB FRANKLIN TEMPLETON ETF TR $00.00%0 -47-100.0% -$1,010 清仓
RING ISHARES INC $00.00%0 -10-100.0% -$790 清仓
FREL FIDELITY COVINGTON TRUST $00.00%0 -28-100.0% -$753 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -2-100.0% -$208 清仓
— ADVISORSHARES TR $260.00%9 00.0% — 不变
MSOS ADVISORSHARES TR $360.00%7 -4-36.4% -$21 减仓
PTMC PACER FDS TR $420.00%1 00.0% — 不变
XLB SELECT SECTOR SPDR TR $7620.00%15 12400.0% $610 加仓
XAR SPDR SERIES TRUST $8510.00%3 150.0% $284 加仓
MCHI ISHARES TR $8670.00%17 17— $867 新建仓
QQQM INVESCO EXCH TRADED FD TR II $9090.00%3 00.0% — 不变
FLBL FRANKLIN TEMPLETON ETF TR $1,2610.00%55 -4,600-98.8% -$10.55万 减仓
SJNK SPDR SERIES TRUST $1,3270.00%53 23.9% $50 重新持有
PAVE GLOBAL X FDS $1,3580.00%23 23— $1,358 新建仓
XRT SPDR SERIES TRUST $1,4040.00%16 16— $1,404 新建仓
XBI SPDR SERIES TRUST $1,5830.00%10 -669-98.5% -$10.59万 减仓
IEUR ISHARES TR $1,8790.00%25 -10-28.6% -$752 减仓
XLC SELECT SECTOR SPDR TR $2,0350.00%19 -8-29.6% -$857 减仓
XLI SELECT SECTOR SPDR TR $2,0380.00%11 -2-15.4% -$371 减仓
IHI ISHARES TR $2,0750.00%42 00.0% — 不变
— AMPLIFY ETF TR $2,2400.00%87 -70-44.6% -$1,802 减仓
SCHM SCHWAB STRATEGIC TR $2,3970.00%65 -99,984-99.9% -$368.71万 减仓
— PACER FDS TR $2,6950.00%67 2042.6% $804 加仓
PBW INVESCO EXCHANGE TRADED FD T $2,8870.00%74 -50-40.3% -$1,951 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $2,9730.00%33 33— $2,973 新建仓
ICLN ISHARES TR $3,0330.00%148 84131.2% $1,721 加仓
GII SPDR INDEX SHS FDS $3,2740.00%43 410.3% $305 加仓
HEWJ ISHARES TR $3,2910.00%51 51— $3,291 新建仓
IMCV ISHARES TR $3,3480.00%37 00.0% — 不变
— ISHARES TR $3,3950.00%141 -25,596-99.5% -$61.63万 减仓
BFLX BLACKROCK ETF TRUST $3,8940.00%152 152— $3,894 新建仓
ESGD ISHARES TR $4,1120.00%40 -29,212-99.9% -$300.30万 减仓
HIMU BLACKROCK ETF TRUST II $4,4320.00%89 -403-81.9% -$2.01万 减仓
EDIV SPDR INDEX SHS FDS $4,4390.00%108 -55,332-99.8% -$227.42万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $4,5150.00%70 -100-58.8% -$6,450 减仓
IWN ISHARES TR $4,8660.00%22 -750-97.2% -$16.59万 减仓
PICK ISHARES INC $4,8850.00%84 -11-11.6% -$640 减仓
ADME ETF SER SOLUTIONS $5,1750.00%93 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $5,5610.00%273 -3,016-91.7% -$6.14万 减仓
LCTD BLACKROCK ETF TRUST $5,7660.00%100 88.7% $461 加仓
VGIT VANGUARD SCOTTSDALE FDS $6,3110.00%107 00.0% — 不变
XLY SELECT SECTOR SPDR TR $6,3330.00%54 -192-78.0% -$2.25万 减仓
VLUE ISHARES TR $6,7940.00%34 -1-2.9% -$200 减仓
IXN ISHARES TR $7,2240.00%50 -840-94.4% -$12.14万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $7,4860.00%44 00.0% — 不变
BAPR INNOVATOR ETFS TRUST $7,9890.00%150 00.0% — 不变
VXF VANGUARD INDEX FDS $8,8640.00%36 -62-63.3% -$1.53万 减仓
INDA ISHARES TR $9,0380.00%183 00.0% — 不变
SPSM SPDR SERIES TRUST $9,1120.00%158 -667-80.8% -$3.85万 减仓
HEFA ISHARES TR $9,2440.00%197 -313-61.4% -$1.47万 减仓
BDYN BLACKROCK ETF TRUST $9,2930.00%335 103.1% $277 加仓
IJT ISHARES TR $9,8230.00%55 -5,539-99.0% -$98.93万 减仓
DMXF ISHARES TR $1.01万0.00%119 43.5% $338 加仓
DWX SPDR INDEX SHS FDS $1.04万0.00%226 -46,989-99.5% -$215.98万 减仓
OSCV ETF SER SOLUTIONS $1.11万0.00%263 00.0% — 不变
DVY ISHARES TR $1.11万0.00%71 -1,126-94.1% -$17.60万 减仓
XLRE SELECT SECTOR SPDR TR $1.15万0.00%261 -3,720-93.4% -$16.38万 减仓