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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $636.78万 | 0.97% | 16,857 | -4,770 | -22.1% | -$180.19万 | 减仓 |
| C | CITIGROUP INC | $686.90万 | 1.05% | 49,078 | -2,895 | -5.6% | -$40.52万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $705.90万 | 1.08% | 9,250 | -1,370 | -12.9% | -$104.55万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $733.60万 | 1.12% | 139,150 | -44,848 | -24.4% | -$236.44万 | 减仓 |
| EFG | ISHARES TR | $760.13万 | 1.16% | 61,094 | -241 | -0.4% | -$3.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $776.41万 | 1.19% | 17,906 | -4,883 | -21.4% | -$211.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $803.90万 | 1.23% | 11,119 | 2,995 | 36.9% | $216.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $808.40万 | 1.24% | 42,431 | -2,418 | -5.4% | -$46.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $867.68万 | 1.33% | 100,729 | -7,493 | -6.9% | -$64.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $872.49万 | 1.33% | 26,655 | -4,723 | -15.1% | -$154.60万 | 减仓 |
| MUB | ISHARES TR | $883.53万 | 1.35% | 82,097 | 6,290 | 8.3% | $67.69万 | 加仓 |
| GOOGL | ALPHABET INC | $902.64万 | 1.38% | 25,258 | -4,336 | -14.7% | -$154.95万 | 减仓 |
| IEMG | ISHARES INC | $930.00万 | 1.42% | 112,264 | -176,176 | -61.1% | -$1,459.44万 | 减仓 |
| AMZN | AMAZON COM INC | $969.85万 | 1.48% | 40,692 | -9,716 | -19.3% | -$231.57万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,066.59万 | 1.63% | 65,255 | -5,573 | -7.9% | -$91.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,084.66万 | 1.66% | 29,078 | -5,362 | -15.6% | -$200.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,184.41万 | 1.81% | 59,194 | -22,626 | -27.7% | -$452.72万 | 减仓 |
| AAPL | APPLE INC | $1,229.71万 | 1.88% | 42,498 | -32,794 | -43.6% | -$948.92万 | 减仓 |
| IVE | ISHARES TR | $1,239.24万 | 1.90% | 54,577 | -25,709 | -32.0% | -$583.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,257.79万 | 1.92% | 53,156 | -1,891 | -3.4% | -$44.75万 | 减仓 |
| IUSB | ISHARES TR | $1,291.49万 | 1.98% | 279,846 | -6,443 | -2.3% | -$29.73万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,381.43万 | 2.11% | 203,122 | -26,242 | -11.4% | -$178.47万 | 减仓 |
| DGRO | ISHARES TR | $1,504.69万 | 2.30% | 198,534 | 12,947 | 7.0% | $98.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,665.32万 | 2.55% | 189,435 | -30,335 | -13.8% | -$266.67万 | 减仓 |
| IVW | ISHARES TR | $1,773.76万 | 2.71% | 128,972 | -25,940 | -16.7% | -$356.75万 | 减仓 |
| IVV | ISHARES TR | $5,347.53万 | 8.18% | 71,406 | 17,447 | 32.3% | $1,306.59万 | 加仓 |