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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,524.63万 | 3.93% | 53,959 | 7,441 | 16.0% | $486.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,061.17万 | 2.30% | 832,795 | 26,875 | 3.3% | $66.52万 | 加仓 |
| IEMG | ISHARES INC | $2,011.87万 | 2.24% | 288,440 | -18,376 | -6.0% | -$128.17万 | 减仓 |
| AAPL | APPLE INC | $1,910.84万 | 2.13% | 75,292 | -410 | -0.5% | -$10.41万 | 减仓 |
| IVW | ISHARES TR | $1,752.21万 | 1.95% | 154,912 | 7,701 | 5.2% | $87.11万 | 加仓 |
| IVE | ISHARES TR | $1,695.23万 | 1.89% | 80,286 | -5,206 | -6.1% | -$109.92万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,613.32万 | 1.80% | 43,954 | -692 | -1.5% | -$25.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,492.14万 | 1.66% | 512,233 | -5,935 | -1.1% | -$17.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,426.94万 | 1.59% | 81,820 | -106 | -0.1% | -$1.85万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,334.44万 | 1.49% | 229,364 | -41,554 | -15.3% | -$241.76万 | 减仓 |
| IUSB | ISHARES TR | $1,322.37万 | 1.47% | 286,289 | 9,223 | 3.3% | $42.60万 | 加仓 |
| DGRO | ISHARES TR | $1,302.45万 | 1.45% | 185,587 | -860 | -0.5% | -$6.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,274.86万 | 1.42% | 34,440 | 2,541 | 8.0% | $94.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,253.96万 | 1.40% | 63,913 | 2,751 | 4.5% | $53.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,183.84万 | 1.32% | 55,047 | 212 | 0.4% | $4.56万 | 加仓 |
| EFV | ISHARES TR | $1,066.25万 | 1.19% | 143,410 | -21,697 | -13.1% | -$161.32万 | 减仓 |
| AMZN | AMAZON COM INC | $1,049.85万 | 1.17% | 50,408 | 2,395 | 5.0% | $49.88万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,026.03万 | 1.14% | 70,828 | -356 | -0.5% | -$5.16万 | 减仓 |
| BOND | PIMCO ETF TR | $958.95万 | 1.07% | 103,918 | 8,457 | 8.9% | $78.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $923.02万 | 1.03% | 31,378 | 214 | 0.7% | $6.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $876.20万 | 0.98% | 287,278 | -54,147 | -15.9% | -$165.15万 | 减仓 |
| BWX | SPDR SERIES TRUST | $852.87万 | 0.95% | 388,551 | 34,954 | 9.9% | $76.72万 | 加仓 |
| GOOGL | ALPHABET INC | $851.01万 | 0.95% | 29,594 | -6,441 | -17.9% | -$185.22万 | 减仓 |
| TLTW | ISHARES TR | $850.08万 | 0.95% | 375,807 | 28,366 | 8.2% | $64.16万 | 加仓 |
| MUB | ISHARES TR | $804.68万 | 0.90% | 75,807 | 16,731 | 28.3% | $177.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $787.85万 | 0.88% | 18,037 | 309 | 1.7% | $13.50万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $750.80万 | 0.84% | 88,173 | 1,183 | 1.4% | $10.07万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $707.55万 | 0.79% | 304,718 | 19,799 | 6.9% | $45.97万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $685.05万 | 0.76% | 71,389 | 617 | 0.9% | $5.92万 | 加仓 |
| EFG | ISHARES TR | $683.08万 | 0.76% | 61,335 | 50,788 | 481.5% | $565.62万 | 加仓 |
| QUAL | ISHARES TR | $680.86万 | 0.76% | 35,497 | -159 | -0.4% | -$3.05万 | 减仓 |
| AVGO | BROADCOM INC | $669.38万 | 0.75% | 21,627 | 2,832 | 15.1% | $87.65万 | 加仓 |
| WMT | WALMART INC | $661.77万 | 0.74% | 53,249 | -1,310 | -2.4% | -$16.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $647.54万 | 0.72% | 13,513 | 538 | 4.1% | $25.78万 | 加仓 |
| META | META PLATFORMS INC | $647.03万 | 0.72% | 11,309 | -460 | -3.9% | -$26.32万 | 减仓 |
| MTUM | ISHARES TR | $637.18万 | 0.71% | 26,550 | 666 | 2.6% | $15.98万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $629.10万 | 0.70% | 66,515 | -86 | -0.1% | -$8,134 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $606.27万 | 0.68% | 183,998 | 10,696 | 6.2% | $35.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $596.05万 | 0.66% | 44,849 | -578 | -1.3% | -$7.68万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $595.16万 | 0.66% | 164,317 | 6,383 | 4.0% | $23.12万 | 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 |
| C | CITIGROUP INC | $589.42万 | 0.66% | 51,973 | 811 | 1.6% | $9.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $578.65万 | 0.64% | 30,150 | -2,527 | -7.7% | -$48.50万 | 减仓 |
| NFLX | NETFLIX INC. | $569.32万 | 0.63% | 59,212 | -896 | -1.5% | -$8.62万 | 减仓 |
| FLTR | VANECK ETF TRUST | $532.89万 | 0.59% | 209,139 | 10,177 | 5.1% | $25.93万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $531.34万 | 0.59% | 54,992 | -7 | -0.0% | -$676 | 减仓 |
| HD | HOME DEPOT INC | $530.01万 | 0.59% | 16,115 | 1,261 | 8.5% | $41.47万 | 加仓 |
| MCD | MCDONALDS CORP | $522.46万 | 0.58% | 16,811 | 1,248 | 8.0% | $38.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $486.92万 | 0.54% | 22,789 | -4,425 | -16.3% | -$94.55万 | 减仓 |
| NOBL | PROSHARES TR | $482.40万 | 0.54% | 45,509 | 907 | 2.0% | $9.61万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $468.76万 | 0.52% | 11,248 | 186 | 1.7% | $7.75万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $458.90万 | 0.51% | 63,798 | -735 | -1.1% | -$5.29万 | 减仓 |
| GOVT | ISHARES TR | $457.04万 | 0.51% | 199,493 | 155,238 | 350.8% | $355.65万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $440.45万 | 0.49% | 134,611 | 134,611 | — | $440.45万 | 新建仓 |
| IUSG | ISHARES TR | $438.20万 | 0.49% | 28,251 | -857 | -2.9% | -$13.29万 | 减仓 |
| MBB | ISHARES TR | $425.05万 | 0.47% | 44,766 | 1,915 | 4.5% | $18.18万 | 加仓 |
| GEV | GE VERNOVA INC | $417.42万 | 0.47% | 4,782 | 4,179 | 693.0% | $364.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $414.62万 | 0.46% | 10,620 | -4,838 | -31.3% | -$188.88万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $411.77万 | 0.46% | 41,235 | 1,778 | 4.5% | $17.75万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $408.74万 | 0.46% | 31,214 | -301 | -1.0% | -$3.94万 | 减仓 |
| IWF | ISHARES TR | $403.52万 | 0.45% | 9,463 | -506 | -5.1% | -$21.58万 | 减仓 |
| TJX | TJX COS INC NEW | $403.31万 | 0.45% | 25,254 | -8,634 | -25.5% | -$137.89万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $395.60万 | 0.44% | 96,347 | 96,347 | — | $395.60万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $382.19万 | 0.43% | 115,989 | -3,814 | -3.2% | -$12.57万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $371.33万 | 0.41% | 8,055 | 251 | 3.2% | $11.57万 | 加仓 |
| IWC | ISHARES TR | $368.31万 | 0.41% | 23,076 | 442 | 2.0% | $7.05万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $367.56万 | 0.41% | 37,541 | -416 | -1.1% | -$4.07万 | 减仓 |
| TLH | ISHARES TR | $355.57万 | 0.40% | 35,303 | -15,397 | -30.4% | -$155.08万 | 减仓 |
| CME | CME GROUP INC | $349.44万 | 0.39% | 11,832 | 71 | 0.6% | $2.10万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $339.00万 | 0.38% | 15,614 | 47 | 0.3% | $1.02万 | 加仓 |
| ETN | EATON CORP PLC | $333.36万 | 0.37% | 9,320 | 20 | 0.2% | $7,154 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $331.66万 | 0.37% | 16,768 | 16,768 | — | $331.66万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $326.94万 | 0.36% | 24,969 | -543 | -2.1% | -$7.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $320.73万 | 0.36% | 13,121 | 6,066 | 86.0% | $148.28万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $320.68万 | 0.36% | 20,389 | 1,287 | 6.7% | $20.24万 | 加仓 |
| GLD | SPDR GOLD TR | $315.06万 | 0.35% | 7,322 | -127 | -1.7% | -$5.46万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $309.75万 | 0.35% | 100,049 | -2,203 | -2.2% | -$6.82万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $308.80万 | 0.34% | 16,770 | -227 | -1.3% | -$4.18万 | 减仓 |
| CMI | CUMMINS INC | $303.99万 | 0.34% | 5,650 | -53 | -0.9% | -$2.85万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $303.30万 | 0.34% | 36,795 | -1,434 | -3.8% | -$11.82万 | 减仓 |
| TSLA | TESLA INC | $300.86万 | 0.34% | 8,093 | 3,717 | 84.9% | $138.18万 | 加仓 |
| IDEV | ISHARES TR | $300.72万 | 0.34% | 35,984 | -179 | -0.5% | -$1.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $291.57万 | 0.32% | 18,187 | 1,559 | 9.4% | $24.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $290.61万 | 0.32% | 2,917 | 29 | 1.0% | $2.89万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $287.07万 | 0.32% | 98,716 | -2,606 | -2.6% | -$7.58万 | 减仓 |
| AGG | ISHARES TR | $281.22万 | 0.31% | 28,330 | 2,079 | 7.9% | $20.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $280.69万 | 0.31% | 4,697 | -201 | -4.1% | -$12.01万 | 减仓 |
| ESGD | ISHARES TR | $279.71万 | 0.31% | 29,252 | 2,368 | 8.8% | $22.64万 | 加仓 |
| LLY | ELI LILLY & CO | $278.88万 | 0.31% | 3,032 | -90 | -2.9% | -$8.28万 | 减仓 |
| CB | CHUBB LTD SWITZ | $278.41万 | 0.31% | 8,542 | 400 | 4.9% | $13.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $277.67万 | 0.31% | 8,124 | 6,752 | 492.1% | $230.78万 | 加仓 |
| IAGG | ISHARES TR | $277.59万 | 0.31% | 55,474 | 2,731 | 5.2% | $13.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $276.83万 | 0.31% | 107,966 | -2,056 | -1.9% | -$5.27万 | 减仓 |
| V | VISA INC | $276.44万 | 0.31% | 9,146 | -6,256 | -40.6% | -$189.09万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $272.89万 | 0.30% | 3,048 | 2,659 | 683.5% | $238.06万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $266.70万 | 0.30% | 13,548 | -2,853 | -17.4% | -$56.16万 | 减仓 |
| — | WISDOMTREE TR | $265.95万 | 0.30% | 32,108 | 3,656 | 12.8% | $30.28万 | 加仓 |
| GOOG | ALPHABET INC | $264.81万 | 0.30% | 9,231 | 390 | 4.4% | $11.19万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $263.71万 | 0.29% | 4,363 | 369 | 9.2% | $22.30万 | 加仓 |
| APH | AMPHENOL CORP | $259.31万 | 0.29% | 20,523 | 20,523 | — | $259.31万 | 新建仓 |