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 |
|---|---|---|---|---|---|---|---|---|
| PTLC | PACER FDS TR | $179.19万 | 0.27% | 30,757 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $178.56万 | 0.27% | 2,422 | -1,757 | -42.0% | -$129.53万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $177.98万 | 0.27% | 9,007 | -7,763 | -46.3% | -$153.40万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $176.74万 | 0.27% | 9,842 | -90 | -0.9% | -$1.62万 | 减仓 |
| IGM | ISHARES TR | $176.67万 | 0.27% | 10,800 | -2 | -0.0% | -$327 | 减仓 |
| ETR | ENTERGY CORP NEW | $175.22万 | 0.27% | 15,255 | 393 | 2.6% | $4.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $171.18万 | 0.26% | 13,549 | -383 | -2.7% | -$4.84万 | 减仓 |
| AGG | ISHARES TR | $164.01万 | 0.25% | 16,570 | -11,760 | -41.5% | -$116.40万 | 减仓 |
| TLT | ISHARES TR | $158.59万 | 0.24% | 18,351 | -5,509 | -23.1% | -$47.61万 | 减仓 |
| IJS | ISHARES TR | $154.57万 | 0.24% | 11,309 | -5,976 | -34.6% | -$81.68万 | 减仓 |
| TSLA | TESLA INC | $152.09万 | 0.23% | 3,616 | -4,477 | -55.3% | -$188.30万 | 减仓 |
| IAU | ISHARES GOLD TR | $151.07万 | 0.23% | 20,007 | -5,507 | -21.6% | -$41.58万 | 减仓 |
| IXUS | ISHARES TR | $147.21万 | 0.23% | 15,424 | -2,258 | -12.8% | -$21.55万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $139.92万 | 0.21% | 4,568 | -5,461 | -54.5% | -$167.27万 | 减仓 |
| SHY | ISHARES TR | $130.25万 | 0.20% | 15,863 | 430 | 2.8% | $3.53万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $126.38万 | 0.19% | 27,873 | -848 | -3.0% | -$3.84万 | 减仓 |
| MDT | MEDTRONIC PLC | $126.36万 | 0.19% | 16,006 | -47 | -0.3% | -$3,711 | 减仓 |
| IEFA | ISHARES TR | $123.95万 | 0.19% | 12,834 | 1,768 | 16.0% | $17.08万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $115.95万 | 0.18% | 22,153 | -23,764 | -51.8% | -$124.38万 | 减仓 |
| TFC | TRUIST FINL CORP | $114.71万 | 0.18% | 23,024 | -114 | -0.5% | -$5,679 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.06万 | 0.17% | 16,009 | -3,350 | -17.3% | -$23.87万 | 减仓 |
| IJR | ISHARES TR | $112.89万 | 0.17% | 7,612 | -8,425 | -52.5% | -$124.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $111.90万 | 0.17% | 22,124 | -2,723 | -11.0% | -$13.77万 | 减仓 |
| HDV | ISHARES TR | $105.88万 | 0.16% | 38,627 | 2,782 | 7.8% | $7.63万 | 加仓 |
| ITOT | ISHARES TR | $104.92万 | 0.16% | 6,387 | -877 | -12.1% | -$14.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $103.00万 | 0.16% | 1,773 | -998 | -36.0% | -$57.97万 | 减仓 |
| PWR | QUANTA SVCS INC | $100.73万 | 0.15% | 1,399 | -183 | -11.6% | -$13.18万 | 减仓 |
| SYSB | ISHARES TR | $100.21万 | 0.15% | 11,295 | 118 | 1.1% | $1.05万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $98.00万 | 0.15% | 11,701 | -7,863 | -40.2% | -$65.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $96.40万 | 0.15% | 2,605 | -532 | -17.0% | -$19.69万 | 减仓 |
| TFI | SPDR SERIES TRUST | $95.89万 | 0.15% | 20,937 | -15,285 | -42.2% | -$70.01万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $95.85万 | 0.15% | 19,021 | -84 | -0.4% | -$4,233 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.11万 | 0.14% | 15,766 | -13,277 | -45.7% | -$79.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $93.78万 | 0.14% | 12,775 | -11,607 | -47.6% | -$85.21万 | 减仓 |
| EEM | ISHARES TR | $88.66万 | 0.14% | 12,960 | -105 | -0.8% | -$7,183 | 减仓 |
| STIP | ISHARES TR | $81.74万 | 0.13% | 8,001 | 5,013 | 167.8% | $51.21万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $77.60万 | 0.12% | 2,291 | -21 | -0.9% | -$7,113 | 减仓 |
| IJH | ISHARES TR | $76.72万 | 0.12% | 9,950 | -13,007 | -56.7% | -$100.30万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $75.43万 | 0.12% | 4,270 | -16 | -0.4% | -$2,826 | 减仓 |
| VB | VANGUARD INDEX FDS | $75.14万 | 0.11% | 2,479 | -1,524 | -38.1% | -$46.20万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $73.75万 | 0.11% | 17,695 | -401 | -2.2% | -$1.67万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $73.24万 | 0.11% | 352 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $71.40万 | 0.11% | 13,319 | -25,052 | -65.3% | -$134.30万 | 减仓 |
| RTX | RTX CORPORATION | $69.88万 | 0.11% | 3,683 | -664 | -15.3% | -$12.60万 | 减仓 |
| ESGU | ISHARES TR | $69.30万 | 0.11% | 4,234 | -711 | -14.4% | -$11.64万 | 减仓 |
| — | TIDAL TRUST III | $64.07万 | 0.10% | 34,746 | -3,919 | -10.1% | -$7.23万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $63.96万 | 0.10% | 4,362 | -5,494 | -55.7% | -$80.56万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $63.27万 | 0.10% | 11,801 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $61.95万 | 0.09% | 18,609 | -9,491 | -33.8% | -$31.60万 | 减仓 |
| — | EXXON MOBIL CORP | $57.71万 | 0.09% | 4,221 | -6,676 | -61.3% | -$91.27万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $55.89万 | 0.09% | 16,703 | -39 | -0.2% | -$1,305 | 减仓 |
| IYW | ISHARES TR | $55.79万 | 0.09% | 2,212 | -82 | -3.6% | -$2.07万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $53.89万 | 0.08% | 20,000 | 10,000 | 100.0% | $26.95万 | 重新持有 |
| CAT | CATERPILLAR INC | $51.75万 | 0.08% | 486 | -669 | -57.9% | -$71.24万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.36万 | 0.08% | 14,627 | -552 | -3.6% | -$1.94万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.31万 | 0.08% | 1,073 | 270 | 33.6% | $12.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.99万 | 0.08% | 1,813 | -2,570 | -58.6% | -$72.28万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $50.92万 | 0.08% | 1,770 | -75 | -4.1% | -$2.16万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $49.78万 | 0.08% | 4,303 | -1,636 | -27.5% | -$18.93万 | 减仓 |
| IEF | ISHARES TR | $49.55万 | 0.08% | 5,239 | -235 | -4.3% | -$2.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.30万 | 0.08% | 487 | -474 | -49.3% | -$47.99万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.87万 | 0.07% | 932 | -3,341 | -78.2% | -$171.59万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $46.92万 | 0.07% | 5,885 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $46.55万 | 0.07% | 4,827 | -2,507 | -34.2% | -$24.18万 | 减仓 |
| BAC | BANK OF AMER CORP | $45.68万 | 0.07% | 8,017 | -12,195 | -60.3% | -$69.49万 | 减仓 |
| — | ADVISORSHARES TR | $45.15万 | 0.07% | 5,498 | 1,039 | 23.3% | $8.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.95万 | 0.07% | 10,682 | -12,127 | -53.2% | -$51.04万 | 减仓 |
| VV | VANGUARD INDEX FDS | $44.54万 | 0.07% | 1,295 | -457 | -26.1% | -$15.72万 | 减仓 |
| MS | MORGAN STANLEY | $43.09万 | 0.07% | 2,061 | -701 | -25.4% | -$14.66万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $42.48万 | 0.06% | 368 | -1,107 | -75.1% | -$127.78万 | 减仓 |
| ABBV | ABBVIE INC | $41.90万 | 0.06% | 1,665 | -3,719 | -69.1% | -$93.59万 | 减仓 |
| DE | DEERE & CO | $41.78万 | 0.06% | 657 | 75 | 12.9% | $4.77万 | 加仓 |
| LQD | ISHARES TR | $40.64万 | 0.06% | 3,726 | -5,725 | -60.6% | -$62.44万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $39.86万 | 0.06% | 17,231 | -287,487 | -94.3% | -$664.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $39.78万 | 0.06% | 2,400 | -3,491 | -59.3% | -$57.87万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.80万 | 0.06% | 2,472 | -554 | -18.3% | -$8.70万 | 减仓 |
| PEP | PEPSICO INC | $38.44万 | 0.06% | 2,839 | -3,839 | -57.5% | -$51.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.36万 | 0.06% | 13,400 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $37.93万 | 0.06% | 4,067 | -85 | -2.0% | -$7,928 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $37.86万 | 0.06% | 2,454 | -536 | -17.9% | -$8.27万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.72万 | 0.06% | 9,392 | -1,865 | -16.6% | -$7.49万 | 减仓 |
| SGOV | ISHARES TR | $37.19万 | 0.06% | 3,694 | 496 | 15.5% | $4.99万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $36.75万 | 0.06% | 7,550 | -3,150 | -29.4% | -$15.33万 | 减仓 |
| WELL | WELLTOWER INC | $32.82万 | 0.05% | 1,446 | -241 | -14.3% | -$5.47万 | 减仓 |
| RY | ROYAL BK CDA | $32.64万 | 0.05% | 1,577 | 12 | 0.8% | $2,483 | 加仓 |
| IWD | ISHARES TR | $32.39万 | 0.05% | 1,336 | -3,389 | -71.7% | -$82.16万 | 减仓 |
| BA | BOEING CO | $32.34万 | 0.05% | 1,494 | -2,213 | -59.7% | -$47.90万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $32.21万 | 0.05% | 7,481 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.04万 | 0.05% | 2,477 | -3,451 | -58.2% | -$44.63万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $31.59万 | 0.05% | 5,750 | -300 | -5.0% | -$1.65万 | 减仓 |
| MCK | MCKESSON CORP | $30.63万 | 0.05% | 405 | -30 | -6.9% | -$2.27万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $30.57万 | 0.05% | 3,868 | -436 | -10.1% | -$3.45万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $30.34万 | 0.05% | 7,851 | -408 | -4.9% | -$1.58万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $29.93万 | 0.05% | 519 | 28 | 5.7% | $1.61万 | 加仓 |
| SUB | ISHARES TR | $29.83万 | 0.05% | 2,802 | -350 | -11.1% | -$3.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $28.25万 | 0.04% | 1,252 | -627 | -33.4% | -$14.15万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.02万 | 0.04% | 535 | -266 | -33.2% | -$13.93万 | 减仓 |
| KO | COCA COLA CO | $27.92万 | 0.04% | 3,413 | -7,563 | -68.9% | -$61.87万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $27.42万 | 0.04% | 6,001 | -4,562 | -43.2% | -$20.85万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $26.70万 | 0.04% | 1,117 | -11 | -1.0% | -$2,629 | 减仓 |