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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $83.86万 | 0.09% | 4,347 | -9 | -0.2% | -$1,736 | 减仓 |
| KO | COCA COLA CO | $83.47万 | 0.09% | 10,976 | -9,078 | -45.3% | -$69.04万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $83.45万 | 0.09% | 15,076 | 203 | 1.4% | $1.12万 | 加仓 |
| PFE | PFIZER INC | $81.92万 | 0.09% | 29,174 | 2,629 | 9.9% | $7.38万 | 加仓 |
| CAT | CATERPILLAR INC | $81.83万 | 0.09% | 1,155 | 20 | 1.8% | $1.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $81.33万 | 0.09% | 961 | 45 | 4.9% | $3.81万 | 加仓 |
| IJT | ISHARES TR | $80.95万 | 0.09% | 5,594 | -116 | -2.0% | -$1.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $80.82万 | 0.09% | 2,674 | 112 | 4.4% | $3.39万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $76.15万 | 0.08% | 35,437 | 541 | 1.6% | $1.16万 | 加仓 |
| NUMG | NUSHARES ETF TR | $76.04万 | 0.08% | 18,510 | 1,715 | 10.2% | $7.05万 | 加仓 |
| EEM | ISHARES TR | $74.20万 | 0.08% | 13,065 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $73.84万 | 0.08% | 5,590 | -810 | -12.7% | -$10.70万 | 减仓 |
| BA | BOEING CO | $73.77万 | 0.08% | 3,707 | -38 | -1.0% | -$7,562 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $72.51万 | 0.08% | 15,255 | -340 | -2.2% | -$1.62万 | 减仓 |
| MRK | MERCK & CO INC | $71.30万 | 0.08% | 5,928 | 61 | 1.0% | $7,337 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $71.02万 | 0.08% | 4,286 | 0 | 0.0% | — | 不变 |
| UDEC | INNOVATOR ETFS TRUST | $70.28万 | 0.08% | 18,096 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $70.14万 | 0.08% | 11,565 | 658 | 6.0% | $3.99万 | 加仓 |
| ESGU | ISHARES TR | $69.93万 | 0.08% | 4,945 | -1,162 | -19.0% | -$16.43万 | 减仓 |
| — | TIDAL TRUST III | $69.67万 | 0.08% | 38,665 | 38,665 | — | $69.67万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $68.23万 | 0.08% | 2,312 | 80 | 3.6% | $2.36万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $66.34万 | 0.07% | 352 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $65.00万 | 0.07% | 7,334 | -40 | -0.5% | -$3,545 | 减仓 |
| SLV | ISHARES SILVER TR | $63.26万 | 0.07% | 9,284 | -1,558 | -14.4% | -$10.62万 | 减仓 |
| GE | GE AEROSPACE | $62.92万 | 0.07% | 2,217 | 10 | 0.5% | $2,838 | 加仓 |
| — | ISHARES TR | $62.23万 | 0.07% | 25,737 | 573 | 2.3% | $1.39万 | 加仓 |
| DSI | ISHARES TR | $60.27万 | 0.07% | 4,973 | -213 | -4.1% | -$2.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.27万 | 0.07% | 4,052 | -424 | -9.5% | -$6.20万 | 减仓 |
| EMNT | PIMCO ETF TR | $59.14万 | 0.07% | 5,978 | 195 | 3.4% | $1.93万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $57.94万 | 0.06% | 5,939 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $57.65万 | 0.06% | 11,801 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $56.53万 | 0.06% | 11,169 | -290 | -2.5% | -$1.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.37万 | 0.06% | 2,771 | 282 | 11.3% | $5.74万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $56.15万 | 0.06% | 16,742 | 104 | 0.6% | $3,488 | 加仓 |
| QCOM | QUALCOMM INC | $56.08万 | 0.06% | 4,355 | -6 | -0.1% | -$773 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $56.05万 | 0.06% | 44,449 | -4,452 | -9.1% | -$5.61万 | 减仓 |
| ITA | ISHARES TR | $53.48万 | 0.06% | 2,445 | -12,761 | -83.9% | -$279.15万 | 减仓 |
| XSOE | WISDOMTREE TR | $52.55万 | 0.06% | 13,104 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $52.36万 | 0.06% | 1,752 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $52.24万 | 0.06% | 5,474 | -313 | -5.4% | -$2.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.65万 | 0.06% | 15,179 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $50.55万 | 0.06% | 2,775 | -179 | -6.1% | -$3.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $49.83万 | 0.06% | 1,475 | 91 | 6.6% | $3.07万 | 加仓 |
| EMB | ISHARES TR | $49.74万 | 0.06% | 5,295 | -9,505 | -64.2% | -$89.29万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $49.49万 | 0.06% | 10,700 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $47.68万 | 0.05% | 15,830 | -166 | -1.0% | -$5,000 | 减仓 |
| DIVO | AMPLIFY ETF TR | $47.38万 | 0.05% | 10,563 | 1,953 | 22.7% | $8.76万 | 加仓 |
| MS | MORGAN STANLEY | $45.46万 | 0.05% | 2,762 | -6 | -0.2% | -$988 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $44.84万 | 0.05% | 9,775 | -490 | -4.8% | -$2.25万 | 减仓 |
| EUSA | ISHARES INC | $44.83万 | 0.05% | 4,405 | -57 | -1.3% | -$5,801 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $43.96万 | 0.05% | 7,917 | 1,663 | 26.6% | $9.23万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $43.59万 | 0.05% | 2,990 | 464 | 18.4% | $6.76万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $43.53万 | 0.05% | 2,221 | -85 | -3.7% | -$1.67万 | 减仓 |
| ICVT | ISHARES TR | $43.06万 | 0.05% | 4,230 | -3,954 | -48.3% | -$40.25万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $42.25万 | 0.05% | 1,845 | -345 | -15.8% | -$7.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.95万 | 0.05% | 11,257 | -1,009 | -8.2% | -$3.76万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $41.86万 | 0.05% | 3,026 | 12 | 0.4% | $1,660 | 加仓 |
| IYW | ISHARES TR | $41.62万 | 0.05% | 2,294 | -2,051 | -47.2% | -$37.21万 | 减仓 |
| IWR | ISHARES TR | $41.60万 | 0.05% | 4,279 | -5,377 | -55.7% | -$52.28万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $41.51万 | 0.05% | 41,099 | -8,260 | -16.7% | -$8.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $41.02万 | 0.05% | 1,428 | 56 | 4.1% | $1.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $40.50万 | 0.05% | 10,422 | 15 | 0.1% | $583 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.39万 | 0.05% | 1,335 | 5 | 0.4% | $1,513 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $38.97万 | 0.04% | 34,455 | -364 | -1.0% | -$4,117 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.18万 | 0.04% | 1,879 | -3 | -0.2% | -$610 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.04万 | 0.04% | 2,902 | 14 | 0.5% | $1,835 | 加仓 |
| MCK | MCKESSON CORP | $37.65万 | 0.04% | 435 | 435 | — | $37.65万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.10万 | 0.04% | 801 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $37.02万 | 0.04% | 15,436 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $36.68万 | 0.04% | 8,977 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $36.40万 | 0.04% | 4,459 | 1,045 | 30.6% | $8.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.92万 | 0.04% | 13,400 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $35.72万 | 0.04% | 5,285 | -35 | -0.7% | -$2,366 | 减仓 |
| EWJ | ISHARES INC | $35.06万 | 0.04% | 4,152 | 87 | 2.1% | $7,346 | 加仓 |
| CSCO | CISCO SYS INC | $34.97万 | 0.04% | 4,506 | 155 | 3.6% | $1.20万 | 加仓 |
| — | HONEYWELL INTL INC | $34.36万 | 0.04% | 1,520 | -2 | -0.1% | -$452 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.12万 | 0.04% | 4,304 | -365 | -7.8% | -$2.89万 | 减仓 |
| PPL | PPL CORP | $34.11万 | 0.04% | 8,929 | 2 | 0.0% | $76 | 加仓 |
| SUB | ISHARES TR | $33.57万 | 0.04% | 3,152 | 43 | 1.4% | $4,579 | 加仓 |
| HYMB | SPDR SERIES TRUST | $33.49万 | 0.04% | 13,504 | 2,050 | 17.9% | $5.08万 | 加仓 |
| WELL | WELLTOWER INC | $33.35万 | 0.04% | 1,687 | -3 | -0.2% | -$593 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $33.33万 | 0.04% | 2,016 | -912 | -31.1% | -$15.08万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $33.13万 | 0.04% | 4,753 | -890 | -15.8% | -$6.20万 | 减仓 |
| DE | DEERE & CO | $32.78万 | 0.04% | 582 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $32.19万 | 0.04% | 3,198 | 3,198 | — | $32.19万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $32.01万 | 0.04% | 1,128 | 11 | 1.0% | $3,121 | 加仓 |
| FDX | FEDEX CORP | $31.27万 | 0.03% | 878 | -41 | -4.5% | -$1.46万 | 减仓 |
| LOW | LOWES COS INC | $31.19万 | 0.03% | 1,320 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $30.90万 | 0.03% | 2,988 | 85 | 2.9% | $8,791 | 加仓 |
| MMM | 3M CO | $30.87万 | 0.03% | 2,125 | 7 | 0.3% | $1,017 | 加仓 |
| BP | BP PLC | $30.33万 | 0.03% | 6,454 | -88 | -1.3% | -$4,136 | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $30.03万 | 0.03% | 2,531 | -2 | -0.1% | -$237 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $30.00万 | 0.03% | 7,481 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $29.98万 | 0.03% | 8,259 | 2,022 | 32.4% | $7.34万 | 加仓 |
| USMV | ISHARES TR | $29.91万 | 0.03% | 3,226 | -12 | -0.4% | -$1,113 | 减仓 |
| IWP | ISHARES TR | $29.72万 | 0.03% | 2,320 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.32万 | 0.03% | 1,993 | -578 | -22.5% | -$8.50万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.08万 | 0.03% | 6,093 | -939 | -13.4% | -$4.48万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $29.02万 | 0.03% | 7,230 | -4 | -0.1% | -$161 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $28.90万 | 0.03% | 491 | 491 | — | $28.90万 | 新建仓 |