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 |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | $26.06万 | 0.04% | 5,648 | -19,876 | -77.9% | -$91.71万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $26.06万 | 0.04% | 5,875 | -3,102 | -34.6% | -$13.76万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.00万 | 0.04% | 6,841 | 6,367 | 1,343.2% | $24.20万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.66万 | 0.04% | 364 | -28 | -7.1% | -$1.97万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $25.62万 | 0.04% | 5,582 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $25.36万 | 0.04% | 2,083 | -2,147 | -50.8% | -$26.14万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.25万 | 0.04% | 9,395 | 891 | 10.5% | $2.39万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $24.66万 | 0.04% | 2,200 | 1,332 | 153.5% | $14.93万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $24.51万 | 0.04% | 6,093 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.98万 | 0.04% | 1,636 | -357 | -17.9% | -$5.23万 | 减仓 |
| ITA | ISHARES TR | $23.98万 | 0.04% | 989 | -1,456 | -59.6% | -$35.30万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $23.01万 | 0.04% | 10,273 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $22.97万 | 0.04% | 4,987 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $22.77万 | 0.03% | 2,294 | 2,294 | — | $22.77万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.67万 | 0.03% | 1,930 | -2,576 | -57.2% | -$30.26万 | 减仓 |
| PSX | PHILLIPS 66 | $22.59万 | 0.03% | 1,336 | -1,439 | -51.9% | -$24.33万 | 减仓 |
| — | ELECTROCORE INC | $22.45万 | 0.03% | 25,978 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.06万 | 0.03% | 2,000 | -2,279 | -53.3% | -$25.14万 | 减仓 |
| — | TIDAL TRUST II | $21.82万 | 0.03% | 7,039 | 7,039 | — | $21.82万 | 新建仓 |
| OEF | ISHARES TR | $21.81万 | 0.03% | 596 | -3,974 | -87.0% | -$145.40万 | 减仓 |
| SNPS | SYNOPSYS INC | $21.72万 | 0.03% | 487 | 487 | — | $21.72万 | 新建仓 |
| SLV | ISHARES SILVER TR | $21.67万 | 0.03% | 4,053 | -5,231 | -56.3% | -$27.97万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.52万 | 0.03% | 874 | 874 | — | $21.52万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $21.42万 | 0.03% | 91,530 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.40万 | 0.03% | 8,242 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $21.34万 | 0.03% | 1,000 | 1,000 | — | $21.34万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.15万 | 0.03% | 7,730 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $20.46万 | 0.03% | 2,000 | -904 | -31.1% | -$9.25万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.24万 | 0.03% | 5,581 | -110,408 | -95.2% | -$400.34万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.15万 | 0.03% | 1,727 | -2,325 | -57.4% | -$27.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $20.01万 | 0.03% | 2,484 | -3,228 | -56.5% | -$26.01万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $19.95万 | 0.03% | 5,176 | -456 | -8.1% | -$1.76万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $19.45万 | 0.03% | 5,748 | -506,485 | -98.9% | -$1,713.84万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $19.34万 | 0.03% | 3,736 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $19.24万 | 0.03% | 3,617 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $19.03万 | 0.03% | 1,567 | -979 | -38.5% | -$11.89万 | 减仓 |
| USMV | ISHARES TR | $18.80万 | 0.03% | 1,949 | -1,277 | -39.6% | -$12.32万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $18.22万 | 0.03% | 3,733 | -771 | -17.1% | -$3.76万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $18.16万 | 0.03% | 3,912 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $17.57万 | 0.03% | 3,850 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $15.39万 | 0.02% | 8,234 | 8,234 | — | $15.39万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $14.52万 | 0.02% | 915 | -126 | -12.1% | -$2.00万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $14.44万 | 0.02% | 2,739 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $12.96万 | 0.02% | 10,901 | -2,531 | -18.8% | -$3.01万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $12.45万 | 0.02% | 2,947 | -398 | -11.9% | -$1.68万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $12.44万 | 0.02% | 1,990 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $12.37万 | 0.02% | 4,864 | -8,640 | -64.0% | -$21.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $12.31万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.24万 | 0.02% | 2,961 | -355 | -10.7% | -$1.47万 | 减仓 |
| SHV | ISHARES TR | $12.18万 | 0.02% | 1,104 | 57 | 5.4% | $6,290 | 加仓 |
| — | INNOVATOR ETFS TRUST | $12.14万 | 0.02% | 3,250 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $11.89万 | 0.02% | 2,817 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $11.81万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $11.52万 | 0.02% | 3,400 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $11.49万 | 0.02% | 778 | -7,647 | -90.8% | -$112.97万 | 减仓 |
| PFF | ISHARES TR | $11.47万 | 0.02% | 3,762 | -2,418 | -39.1% | -$7.37万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.35万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $11.30万 | 0.02% | 4,080 | -828,715 | -99.5% | -$2,295.54万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $11.29万 | 0.02% | 1,366 | -1,073 | -44.0% | -$8.87万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $10.34万 | 0.02% | 1,336 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $10.27万 | 0.02% | 1,339 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $9.86万 | 0.02% | 1,948 | -53,526 | -96.5% | -$270.84万 | 减仓 |
| NYF | ISHARES TR | $9.04万 | 0.01% | 1,677 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $8.99万 | 0.01% | 1,426 | -419 | -22.7% | -$2.64万 | 减仓 |
| IYE | ISHARES TR | $8.79万 | 0.01% | 1,553 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $8.61万 | 0.01% | 202 | -330 | -62.0% | -$14.07万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $8.42万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8.35万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $8.21万 | 0.01% | 1,712 | -2,523 | -59.6% | -$12.10万 | 减仓 |
| ISTB | ISHARES TR | $8.16万 | 0.01% | 1,692 | -483 | -22.2% | -$2.33万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $8.04万 | 0.01% | 2,584 | 39 | 1.5% | $1,213 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $8.01万 | 0.01% | 2,525 | -63,963 | -96.2% | -$202.86万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $7.57万 | 0.01% | 207 | -2,467 | -92.3% | -$90.22万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $7.30万 | 0.01% | 1,057 | -1,899 | -64.2% | -$13.12万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $7.18万 | 0.01% | 1,181 | -25,971 | -95.7% | -$157.88万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $7.15万 | 0.01% | 2,469 | -6,870 | -73.6% | -$19.90万 | 减仓 |
| IWB | ISHARES TR | $6.84万 | 0.01% | 167 | -206 | -55.2% | -$8.44万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.48万 | 0.01% | 11,148 | -5,306 | -32.2% | -$3.08万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $6.43万 | 0.01% | 825 | -309 | -27.2% | -$2.41万 | 减仓 |
| BIL | SPDR SERIES TRUST | $6.36万 | 0.01% | 694 | 469 | 208.4% | $4.30万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $6.19万 | 0.01% | 1,432 | 920 | 179.7% | $3.98万 | 加仓 |
| BWX | SPDR SERIES TRUST | $5.41万 | 0.01% | 2,497 | -386,054 | -99.4% | -$836.97万 | 减仓 |
| TFLO | ISHARES TR | $5.20万 | 0.01% | 1,028 | -310 | -23.2% | -$1.57万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $5.08万 | 0.01% | 536 | -87,637 | -99.4% | -$831.24万 | 减仓 |
| QLTA | ISHARES TR | $4.75万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $4.65万 | 0.01% | 448 | -11,874 | -96.4% | -$123.35万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $4.45万 | 0.01% | 397 | -70,992 | -99.4% | -$795.75万 | 减仓 |
| TLTW | ISHARES TR | $4.36万 | 0.01% | 1,952 | -373,855 | -99.5% | -$835.22万 | 减仓 |
| IHF | ISHARES TR | $4.32万 | 0.01% | 781 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $4.17万 | 0.01% | 355 | -5 | -1.4% | -$587 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $4.17万 | 0.01% | 723 | -85 | -10.5% | -$4,898 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $4.08万 | 0.01% | 1,192 | -900 | -43.0% | -$3.08万 | 减仓 |
| IJK | ISHARES TR | $4.03万 | 0.01% | 343 | -9,319 | -96.5% | -$109.50万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $3.83万 | 0.01% | 478 | 11 | 2.4% | $882 | 加仓 |
| SLYV | SPDR SERIES TRUST | $3.76万 | 0.01% | 345 | -66,170 | -99.5% | -$721.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3.75万 | 0.01% | 911 | -373 | -29.0% | -$1.53万 | 减仓 |
| IYR | ISHARES TR | $3.68万 | 0.01% | 360 | -810 | -69.2% | -$8.28万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $3.57万 | 0.01% | 300 | -54,692 | -99.5% | -$651.55万 | 减仓 |
| HYG | ISHARES TR | $3.53万 | 0.01% | 442 | -1,706 | -79.4% | -$13.64万 | 减仓 |
| IDU | ISHARES TR | $3.51万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |