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 |
|---|---|---|---|---|---|---|---|---|
| MDYV | SPDR SERIES TRUST | $750.80万 | 0.84% | 88,173 | 1,183 | 1.4% | $10.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $787.85万 | 0.88% | 18,037 | 309 | 1.7% | $13.50万 | 加仓 |
| MUB | ISHARES TR | $804.68万 | 0.90% | 75,807 | 16,731 | 28.3% | $177.60万 | 加仓 |
| TLTW | ISHARES TR | $850.08万 | 0.95% | 375,807 | 28,366 | 8.2% | $64.16万 | 加仓 |
| GOOGL | ALPHABET INC | $851.01万 | 0.95% | 29,594 | -6,441 | -17.9% | -$185.22万 | 减仓 |
| BWX | SPDR SERIES TRUST | $852.87万 | 0.95% | 388,551 | 34,954 | 9.9% | $76.72万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $876.20万 | 0.98% | 287,278 | -54,147 | -15.9% | -$165.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $923.02万 | 1.03% | 31,378 | 214 | 0.7% | $6.30万 | 加仓 |
| BOND | PIMCO ETF TR | $958.95万 | 1.07% | 103,918 | 8,457 | 8.9% | $78.04万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,026.03万 | 1.14% | 70,828 | -356 | -0.5% | -$5.16万 | 减仓 |
| AMZN | AMAZON COM INC | $1,049.85万 | 1.17% | 50,408 | 2,395 | 5.0% | $49.88万 | 加仓 |
| EFV | ISHARES TR | $1,066.25万 | 1.19% | 143,410 | -21,697 | -13.1% | -$161.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,183.84万 | 1.32% | 55,047 | 212 | 0.4% | $4.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,253.96万 | 1.40% | 63,913 | 2,751 | 4.5% | $53.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,274.86万 | 1.42% | 34,440 | 2,541 | 8.0% | $94.06万 | 加仓 |
| DGRO | ISHARES TR | $1,302.45万 | 1.45% | 185,587 | -860 | -0.5% | -$6.04万 | 减仓 |
| IUSB | ISHARES TR | $1,322.37万 | 1.47% | 286,289 | 9,223 | 3.3% | $42.60万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,334.44万 | 1.49% | 229,364 | -41,554 | -15.3% | -$241.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,426.94万 | 1.59% | 81,820 | -106 | -0.1% | -$1.85万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,492.14万 | 1.66% | 512,233 | -5,935 | -1.1% | -$17.29万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,613.32万 | 1.80% | 43,954 | -692 | -1.5% | -$25.40万 | 减仓 |
| IVE | ISHARES TR | $1,695.23万 | 1.89% | 80,286 | -5,206 | -6.1% | -$109.92万 | 减仓 |
| IVW | ISHARES TR | $1,752.21万 | 1.95% | 154,912 | 7,701 | 5.2% | $87.11万 | 加仓 |
| AAPL | APPLE INC | $1,910.84万 | 2.13% | 75,292 | -410 | -0.5% | -$10.41万 | 减仓 |
| IEMG | ISHARES INC | $2,011.87万 | 2.24% | 288,440 | -18,376 | -6.0% | -$128.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,061.17万 | 2.30% | 832,795 | 26,875 | 3.3% | $66.52万 | 加仓 |
| IVV | ISHARES TR | $3,524.63万 | 3.93% | 53,959 | 7,441 | 16.0% | $486.05万 | 加仓 |