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 |
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | $257.80万 | 0.29% | 10,029 | -66 | -0.7% | -$1.70万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $257.50万 | 0.29% | 9,221 | 8,365 | 977.2% | $233.59万 | 加仓 |
| LMUB | ISHARES TR | $256.33万 | 0.29% | 51,337 | 51,337 | — | $256.33万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $253.98万 | 0.28% | 7,359 | -6,139 | -45.5% | -$211.88万 | 减仓 |
| CRM | SALESFORCE INC | $250.20万 | 0.28% | 13,403 | -1,140 | -7.8% | -$21.28万 | 减仓 |
| WFC | WELLS FARGO & CO | $247.88万 | 0.28% | 31,136 | 1,618 | 5.5% | $12.88万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $246.61万 | 0.27% | 25,067 | 1,287 | 5.4% | $12.66万 | 加仓 |
| SPGI | S&P GLOBAL INC | $243.05万 | 0.27% | 5,714 | -821 | -12.6% | -$34.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $241.18万 | 0.27% | 4,179 | 197 | 4.9% | $11.37万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $238.45万 | 0.27% | 45,917 | -9,616 | -17.3% | -$49.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $237.31万 | 0.26% | 25,551 | 91 | 0.4% | $8,452 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $232.26万 | 0.26% | 97,547 | 3,039 | 3.2% | $7.24万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $228.22万 | 0.25% | 30,543 | 1,975 | 6.9% | $14.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $224.93万 | 0.25% | 25,514 | -17,191 | -40.3% | -$151.56万 | 减仓 |
| ADI | ANALOG DEVICES INC | $223.69万 | 0.25% | 7,031 | -199 | -2.8% | -$6.33万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $219.00万 | 0.24% | 28,613 | 124 | 0.4% | $9,491 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $218.88万 | 0.24% | 55,440 | -47 | -0.1% | -$1,856 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $217.70万 | 0.24% | 27,185 | 553 | 2.1% | $4.43万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $216.37万 | 0.24% | 4,986 | 64 | 1.3% | $2.78万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $215.31万 | 0.24% | 47,215 | -200 | -0.4% | -$9,120 | 减仓 |
| MA | MASTERCARD INCORPORATED | $213.51万 | 0.24% | 4,273 | 650 | 17.9% | $32.48万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $207.74万 | 0.23% | 7,476 | 153 | 2.1% | $4.25万 | 加仓 |
| TLT | ISHARES TR | $206.84万 | 0.23% | 23,860 | -9,540 | -28.6% | -$82.70万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $204.78万 | 0.23% | 8,750 | -244 | -2.7% | -$5.71万 | 减仓 |
| IJS | ISHARES TR | $204.74万 | 0.23% | 17,285 | 681 | 4.1% | $8.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $203.98万 | 0.23% | 66,488 | -68 | -0.1% | -$2,086 | 减仓 |
| IJR | ISHARES TR | $199.35万 | 0.22% | 16,037 | -236 | -1.5% | -$2.93万 | 减仓 |
| O | REALTY INCOME CORP | $197.72万 | 0.22% | 32,318 | 5,194 | 19.1% | $31.78万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $194.17万 | 0.22% | 13,932 | -168 | -1.2% | -$2.34万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $189.44万 | 0.21% | 38,371 | 175 | 0.5% | $8,640 | 加仓 |
| UNP | UNION PAC CORP | $186.43万 | 0.21% | 7,684 | 46 | 0.6% | $1.12万 | 加仓 |
| — | EXXON MOBIL CORP | $184.89万 | 0.21% | 10,897 | -1,121 | -9.3% | -$19.02万 | 减仓 |
| MPC | MARATHON PETE CORP | $184.23万 | 0.21% | 7,545 | -200 | -2.6% | -$4.88万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $179.54万 | 0.20% | 24,382 | -19,357 | -44.3% | -$142.54万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $178.98万 | 0.20% | 9,932 | -8,102 | -44.9% | -$146.00万 | 减仓 |
| IWM | ISHARES TR | $178.78万 | 0.20% | 7,209 | -299 | -4.0% | -$7.42万 | 减仓 |
| CTRE | CARETRUST REIT INC | $177.00万 | 0.20% | 48,294 | -83 | -0.2% | -$3,042 | 减仓 |
| IQV | IQVIA HLDGS INC | $174.09万 | 0.19% | 10,208 | 10,208 | — | $174.09万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $174.04万 | 0.19% | 6,432 | -6,950 | -51.9% | -$188.05万 | 减仓 |
| ETR | ENTERGY CORP NEW | $166.99万 | 0.19% | 14,862 | 3,424 | 29.9% | $38.47万 | 加仓 |
| TFI | SPDR SERIES TRUST | $164.20万 | 0.18% | 36,222 | -28,532 | -44.1% | -$129.34万 | 减仓 |
| PTLC | PACER FDS TR | $161.35万 | 0.18% | 30,757 | -550 | -1.8% | -$2.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $156.91万 | 0.17% | 29,043 | 538 | 1.9% | $2.91万 | 加仓 |
| IJH | ISHARES TR | $155.03万 | 0.17% | 22,957 | -309 | -1.3% | -$2.09万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $153.63万 | 0.17% | 27,152 | -611 | -2.2% | -$3.46万 | 减仓 |
| IXUS | ISHARES TR | $153.20万 | 0.17% | 17,682 | 42 | 0.2% | $3,639 | 加仓 |
| — | SPDR INDEX SHS FDS | $147.79万 | 0.16% | 19,156 | 134 | 0.7% | $1.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $146.93万 | 0.16% | 19,564 | 242 | 1.3% | $1.82万 | 加仓 |
| NUSC | NUSHARES ETF TR | $146.69万 | 0.16% | 32,555 | 2,231 | 7.4% | $10.05万 | 加仓 |
| IDXX | IDEXX LABS INC | $146.43万 | 0.16% | 2,606 | -35 | -1.3% | -$1.97万 | 减仓 |
| OEF | ISHARES TR | $145.36万 | 0.16% | 4,570 | -28,494 | -86.2% | -$906.31万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $144.94万 | 0.16% | 29,621 | -734 | -2.4% | -$3.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $142.36万 | 0.16% | 9,856 | -167 | -1.7% | -$2.41万 | 减仓 |
| MDT | MEDTRONIC PLC | $139.10万 | 0.15% | 16,053 | 16,053 | — | $139.10万 | 新建仓 |
| NULV | NUSHARES ETF TR | $137.54万 | 0.15% | 30,229 | 2,371 | 8.5% | $10.79万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $131.80万 | 0.15% | 28,721 | 9 | 0.0% | $413 | 加仓 |
| DON | WISDOMTREE TR | $129.81万 | 0.14% | 24,707 | -71 | -0.3% | -$3,730 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $128.07万 | 0.14% | 13,436 | 151 | 1.1% | $1.44万 | 加仓 |
| IGM | ISHARES TR | $128.01万 | 0.14% | 10,802 | 2 | 0.0% | $237 | 加仓 |
| SHY | ISHARES TR | $127.43万 | 0.14% | 15,433 | 705 | 4.8% | $5.82万 | 加仓 |
| SUSC | ISHARES TR | $127.41万 | 0.14% | 55,067 | 4,842 | 9.6% | $11.20万 | 加仓 |
| T | AT&T INC | $126.79万 | 0.14% | 43,736 | 508 | 1.2% | $1.47万 | 加仓 |
| MINO | PIMCO ETF TR | $125.61万 | 0.14% | 27,809 | 4,021 | 16.9% | $18.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.05万 | 0.14% | 19,359 | -43 | -0.2% | -$2,755 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $123.94万 | 0.14% | 24,847 | 1,432 | 6.1% | $7.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $121.89万 | 0.14% | 5,891 | -118 | -2.0% | -$2.44万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $121.51万 | 0.14% | 64,563 | 1,400 | 2.2% | $2.63万 | 加仓 |
| EFA | ISHARES TR | $119.68万 | 0.13% | 12,322 | -425 | -3.3% | -$4.13万 | 减仓 |
| NULG | NUSHARES ETF TR | $117.91万 | 0.13% | 12,966 | 967 | 8.1% | $8.79万 | 加仓 |
| ABBV | ABBVIE INC | $117.09万 | 0.13% | 5,384 | 5 | 0.1% | $1,087 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $115.89万 | 0.13% | 11,506 | 5,772 | 100.7% | $58.14万 | 加仓 |
| ESGE | ISHARES INC | $111.86万 | 0.12% | 24,601 | 1,564 | 6.8% | $7.11万 | 加仓 |
| IJJ | ISHARES TR | $111.63万 | 0.12% | 8,425 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $107.96万 | 0.12% | 28,100 | -5,190 | -15.6% | -$19.94万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $107.10万 | 0.12% | 25,524 | 137 | 0.5% | $5,749 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $106.76万 | 0.12% | 21,267 | -28,237 | -57.0% | -$141.75万 | 减仓 |
| TFC | TRUIST FINL CORP | $106.37万 | 0.12% | 23,138 | -2,985 | -11.4% | -$13.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.24万 | 0.12% | 4,383 | 225 | 5.4% | $5.45万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $105.45万 | 0.12% | 58,780 | 540 | 0.9% | $9,688 | 加仓 |
| VB | VANGUARD INDEX FDS | $104.84万 | 0.12% | 4,003 | 157 | 4.1% | $4.11万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $103.85万 | 0.12% | 16,936 | 55 | 0.3% | $3,373 | 加仓 |
| PEP | PEPSICO INC | $103.71万 | 0.12% | 6,678 | -4,570 | -40.6% | -$70.97万 | 减仓 |
| ITOT | ISHARES TR | $103.46万 | 0.12% | 7,264 | -13 | -0.2% | -$1,852 | 减仓 |
| LQD | ISHARES TR | $103.01万 | 0.11% | 9,451 | 477 | 5.3% | $5.20万 | 加仓 |
| DES | WISDOMTREE TR | $100.99万 | 0.11% | 28,099 | -274 | -1.0% | -$9,848 | 减仓 |
| IWD | ISHARES TR | $100.96万 | 0.11% | 4,725 | -1,153 | -19.6% | -$24.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $100.65万 | 0.11% | 3,137 | 100 | 3.3% | $3.21万 | 加仓 |
| IEFA | ISHARES TR | $100.18万 | 0.11% | 11,066 | 2,039 | 22.6% | $18.46万 | 加仓 |
| SYSB | ISHARES TR | $99.48万 | 0.11% | 11,177 | 597 | 5.6% | $5.31万 | 加仓 |
| BAC | BANK AMERICA CORP | $98.53万 | 0.11% | 20,212 | 3 | 0.0% | $146 | 加仓 |
| HDV | ISHARES TR | $97.30万 | 0.11% | 7,169 | 18 | 0.3% | $2,443 | 加仓 |
| IJK | ISHARES TR | $97.22万 | 0.11% | 9,662 | -100 | -1.0% | -$1.01万 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $95.58万 | 0.11% | 42,746 | -81 | -0.2% | -$1,811 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $94.16万 | 0.10% | 4,689 | -128 | -2.7% | -$2.57万 | 减仓 |
| NUMV | NUSHARES ETF TR | $91.05万 | 0.10% | 23,484 | 1,902 | 8.8% | $7.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $89.74万 | 0.10% | 22,809 | -3,896 | -14.6% | -$15.33万 | 减仓 |
| USFR | WISDOMTREE TR | $88.33万 | 0.10% | 17,546 | -15,882 | -47.5% | -$79.95万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $87.86万 | 0.10% | 39,493 | -680 | -1.7% | -$1.51万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $87.21万 | 0.10% | 19,105 | 269 | 1.4% | $1.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $86.86万 | 0.10% | 1,582 | -27 | -1.7% | -$1.48万 | 减仓 |