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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $199.35万 | 0.22% | 16,037 | -236 | -1.5% | -$2.93万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $203.98万 | 0.23% | 66,488 | -68 | -0.1% | -$2,086 | 减仓 |
| IJS | ISHARES TR | $204.74万 | 0.23% | 17,285 | 681 | 4.1% | $8.07万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $204.78万 | 0.23% | 8,750 | -244 | -2.7% | -$5.71万 | 减仓 |
| TLT | ISHARES TR | $206.84万 | 0.23% | 23,860 | -9,540 | -28.6% | -$82.70万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $207.74万 | 0.23% | 7,476 | 153 | 2.1% | $4.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $213.51万 | 0.24% | 4,273 | 650 | 17.9% | $32.48万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $215.31万 | 0.24% | 47,215 | -200 | -0.4% | -$9,120 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $216.37万 | 0.24% | 4,986 | 64 | 1.3% | $2.78万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $217.70万 | 0.24% | 27,185 | 553 | 2.1% | $4.43万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $218.88万 | 0.24% | 55,440 | -47 | -0.1% | -$1,856 | 减仓 |
| SPYM | SPDR SERIES TRUST | $219.00万 | 0.24% | 28,613 | 124 | 0.4% | $9,491 | 加仓 |
| ADI | ANALOG DEVICES INC | $223.69万 | 0.25% | 7,031 | -199 | -2.8% | -$6.33万 | 减仓 |
| IAU | ISHARES GOLD TR | $224.93万 | 0.25% | 25,514 | -17,191 | -40.3% | -$151.56万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $228.22万 | 0.25% | 30,543 | 1,975 | 6.9% | $14.76万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $232.26万 | 0.26% | 97,547 | 3,039 | 3.2% | $7.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $237.31万 | 0.26% | 25,551 | 91 | 0.4% | $8,452 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $238.45万 | 0.27% | 45,917 | -9,616 | -17.3% | -$49.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $241.18万 | 0.27% | 4,179 | 197 | 4.9% | $11.37万 | 加仓 |
| SPGI | S&P GLOBAL INC | $243.05万 | 0.27% | 5,714 | -821 | -12.6% | -$34.92万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $246.61万 | 0.27% | 25,067 | 1,287 | 5.4% | $12.66万 | 加仓 |
| WFC | WELLS FARGO & CO | $247.88万 | 0.28% | 31,136 | 1,618 | 5.5% | $12.88万 | 加仓 |
| CRM | SALESFORCE INC | $250.20万 | 0.28% | 13,403 | -1,140 | -7.8% | -$21.28万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $253.98万 | 0.28% | 7,359 | -6,139 | -45.5% | -$211.88万 | 减仓 |
| LMUB | ISHARES TR | $256.33万 | 0.29% | 51,337 | 51,337 | — | $256.33万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $257.50万 | 0.29% | 9,221 | 8,365 | 977.2% | $233.59万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $257.80万 | 0.29% | 10,029 | -66 | -0.7% | -$1.70万 | 减仓 |
| APH | AMPHENOL CORP | $259.31万 | 0.29% | 20,523 | 20,523 | — | $259.31万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $263.71万 | 0.29% | 4,363 | 369 | 9.2% | $22.30万 | 加仓 |
| GOOG | ALPHABET INC | $264.81万 | 0.30% | 9,231 | 390 | 4.4% | $11.19万 | 加仓 |
| — | WISDOMTREE TR | $265.95万 | 0.30% | 32,108 | 3,656 | 12.8% | $30.28万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $266.70万 | 0.30% | 13,548 | -2,853 | -17.4% | -$56.16万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $272.89万 | 0.30% | 3,048 | 2,659 | 683.5% | $238.06万 | 加仓 |
| V | VISA INC | $276.44万 | 0.31% | 9,146 | -6,256 | -40.6% | -$189.09万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $276.83万 | 0.31% | 107,966 | -2,056 | -1.9% | -$5.27万 | 减仓 |
| IAGG | ISHARES TR | $277.59万 | 0.31% | 55,474 | 2,731 | 5.2% | $13.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $277.67万 | 0.31% | 8,124 | 6,752 | 492.1% | $230.78万 | 加仓 |
| CB | CHUBB LTD SWITZ | $278.41万 | 0.31% | 8,542 | 400 | 4.9% | $13.04万 | 加仓 |
| LLY | ELI LILLY & CO | $278.88万 | 0.31% | 3,032 | -90 | -2.9% | -$8.28万 | 减仓 |
| ESGD | ISHARES TR | $279.71万 | 0.31% | 29,252 | 2,368 | 8.8% | $22.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $280.69万 | 0.31% | 4,697 | -201 | -4.1% | -$12.01万 | 减仓 |
| AGG | ISHARES TR | $281.22万 | 0.31% | 28,330 | 2,079 | 7.9% | $20.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $287.07万 | 0.32% | 98,716 | -2,606 | -2.6% | -$7.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $290.61万 | 0.32% | 2,917 | 29 | 1.0% | $2.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $291.57万 | 0.32% | 18,187 | 1,559 | 9.4% | $24.99万 | 加仓 |
| IDEV | ISHARES TR | $300.72万 | 0.34% | 35,984 | -179 | -0.5% | -$1.50万 | 减仓 |
| TSLA | TESLA INC | $300.86万 | 0.34% | 8,093 | 3,717 | 84.9% | $138.18万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $303.30万 | 0.34% | 36,795 | -1,434 | -3.8% | -$11.82万 | 减仓 |
| CMI | CUMMINS INC | $303.99万 | 0.34% | 5,650 | -53 | -0.9% | -$2.85万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $308.80万 | 0.34% | 16,770 | -227 | -1.3% | -$4.18万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $309.75万 | 0.35% | 100,049 | -2,203 | -2.2% | -$6.82万 | 减仓 |
| GLD | SPDR GOLD TR | $315.06万 | 0.35% | 7,322 | -127 | -1.7% | -$5.46万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $320.68万 | 0.36% | 20,389 | 1,287 | 6.7% | $20.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $320.73万 | 0.36% | 13,121 | 6,066 | 86.0% | $148.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $326.94万 | 0.36% | 24,969 | -543 | -2.1% | -$7.11万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $331.66万 | 0.37% | 16,768 | 16,768 | — | $331.66万 | 新建仓 |
| ETN | EATON CORP PLC | $333.36万 | 0.37% | 9,320 | 20 | 0.2% | $7,154 | 加仓 |
| VBR | VANGUARD INDEX FDS | $339.00万 | 0.38% | 15,614 | 47 | 0.3% | $1.02万 | 加仓 |
| CME | CME GROUP INC | $349.44万 | 0.39% | 11,832 | 71 | 0.6% | $2.10万 | 加仓 |
| TLH | ISHARES TR | $355.57万 | 0.40% | 35,303 | -15,397 | -30.4% | -$155.08万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $367.56万 | 0.41% | 37,541 | -416 | -1.1% | -$4.07万 | 减仓 |
| IWC | ISHARES TR | $368.31万 | 0.41% | 23,076 | 442 | 2.0% | $7.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $371.33万 | 0.41% | 8,055 | 251 | 3.2% | $11.57万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $382.19万 | 0.43% | 115,989 | -3,814 | -3.2% | -$12.57万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $395.60万 | 0.44% | 96,347 | 96,347 | — | $395.60万 | 新建仓 |
| TJX | TJX COS INC NEW | $403.31万 | 0.45% | 25,254 | -8,634 | -25.5% | -$137.89万 | 减仓 |
| IWF | ISHARES TR | $403.52万 | 0.45% | 9,463 | -506 | -5.1% | -$21.58万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $408.74万 | 0.46% | 31,214 | -301 | -1.0% | -$3.94万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $411.77万 | 0.46% | 41,235 | 1,778 | 4.5% | $17.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $414.62万 | 0.46% | 10,620 | -4,838 | -31.3% | -$188.88万 | 减仓 |
| GEV | GE VERNOVA INC | $417.42万 | 0.47% | 4,782 | 4,179 | 693.0% | $364.78万 | 加仓 |
| MBB | ISHARES TR | $425.05万 | 0.47% | 44,766 | 1,915 | 4.5% | $18.18万 | 加仓 |
| IUSG | ISHARES TR | $438.20万 | 0.49% | 28,251 | -857 | -2.9% | -$13.29万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $440.45万 | 0.49% | 134,611 | 134,611 | — | $440.45万 | 新建仓 |
| GOVT | ISHARES TR | $457.04万 | 0.51% | 199,493 | 155,238 | 350.8% | $355.65万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $458.90万 | 0.51% | 63,798 | -735 | -1.1% | -$5.29万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $468.76万 | 0.52% | 11,248 | 186 | 1.7% | $7.75万 | 加仓 |
| NOBL | PROSHARES TR | $482.40万 | 0.54% | 45,509 | 907 | 2.0% | $9.61万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $486.92万 | 0.54% | 22,789 | -4,425 | -16.3% | -$94.55万 | 减仓 |
| MCD | MCDONALDS CORP | $522.46万 | 0.58% | 16,811 | 1,248 | 8.0% | $38.79万 | 加仓 |
| HD | HOME DEPOT INC | $530.01万 | 0.59% | 16,115 | 1,261 | 8.5% | $41.47万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $531.34万 | 0.59% | 54,992 | -7 | -0.0% | -$676 | 减仓 |
| FLTR | VANECK ETF TRUST | $532.89万 | 0.59% | 209,139 | 10,177 | 5.1% | $25.93万 | 加仓 |
| NFLX | NETFLIX INC. | $569.32万 | 0.63% | 59,212 | -896 | -1.5% | -$8.62万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $578.65万 | 0.64% | 30,150 | -2,527 | -7.7% | -$48.50万 | 减仓 |
| C | CITIGROUP INC | $589.42万 | 0.66% | 51,973 | 811 | 1.6% | $9.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $593.88万 | 0.66% | 9,132 | -79 | -0.9% | -$5.14万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $595.16万 | 0.66% | 164,317 | 6,383 | 4.0% | $23.12万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $596.05万 | 0.66% | 44,849 | -578 | -1.3% | -$7.68万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $606.27万 | 0.68% | 183,998 | 10,696 | 6.2% | $35.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $629.10万 | 0.70% | 66,515 | -86 | -0.1% | -$8,134 | 减仓 |
| MTUM | ISHARES TR | $637.18万 | 0.71% | 26,550 | 666 | 2.6% | $15.98万 | 加仓 |
| META | META PLATFORMS INC | $647.03万 | 0.72% | 11,309 | -460 | -3.9% | -$26.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $647.54万 | 0.72% | 13,513 | 538 | 4.1% | $25.78万 | 加仓 |
| WMT | WALMART INC | $661.77万 | 0.74% | 53,249 | -1,310 | -2.4% | -$16.28万 | 减仓 |
| AVGO | BROADCOM INC | $669.38万 | 0.75% | 21,627 | 2,832 | 15.1% | $87.65万 | 加仓 |
| QUAL | ISHARES TR | $680.86万 | 0.76% | 35,497 | -159 | -0.4% | -$3.05万 | 减仓 |
| EFG | ISHARES TR | $683.08万 | 0.76% | 61,335 | 50,788 | 481.5% | $565.62万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $685.05万 | 0.76% | 71,389 | 617 | 0.9% | $5.92万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $707.55万 | 0.79% | 304,718 | 19,799 | 6.9% | $45.97万 | 加仓 |