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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $28.69万 | 0.03% | 3,203 | 17 | 0.5% | $1,523 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.63万 | 0.03% | 2,940 | -7 | -0.2% | -$658 | 减仓 |
| CAH | CARDINAL HEALTH INC | $27.38万 | 0.03% | 1,296 | 20 | 1.6% | $4,226 | 加仓 |
| SMB | VANECK ETF TRUST | $27.35万 | 0.03% | 15,813 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.15万 | 0.03% | 803 | 42 | 5.5% | $1.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.11万 | 0.03% | 2,543 | -103 | -3.9% | -$1.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.93万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.77万 | 0.03% | 3,342 | 34 | 1.0% | $2,622 | 加仓 |
| — | VANECK ETF TRUST | $25.63万 | 0.03% | 11,923 | 2,808 | 30.8% | $6.04万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $25.50万 | 0.03% | 2,546 | 63 | 2.5% | $6,311 | 加仓 |
| RY | ROYAL BK CDA | $25.32万 | 0.03% | 1,565 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $25.23万 | 0.03% | 1,731 | -2,226 | -56.3% | -$32.44万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $25.23万 | 0.03% | 2,179 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $24.95万 | 0.03% | 2,585 | -5 | -0.2% | -$483 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $24.53万 | 0.03% | 9,196 | 1,917 | 26.3% | $5.11万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.18万 | 0.03% | 392 | -2 | -0.5% | -$1,234 | 减仓 |
| DIS | DISNEY WALT CO | $24.13万 | 0.03% | 2,503 | 190 | 8.2% | $1.83万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $24.05万 | 0.03% | 8,504 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $23.72万 | 0.03% | 5,582 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $23.63万 | 0.03% | 3,939 | -380 | -8.8% | -$2.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $23.44万 | 0.03% | 9,339 | -229 | -2.4% | -$5,748 | 减仓 |
| AZN | ASTRAZENECA PLC | $23.17万 | 0.03% | 1,175 | 1,175 | — | $23.17万 | 新建仓 |
| WMB | WILLIAMS COS INC | $22.98万 | 0.03% | 3,157 | -45 | -1.4% | -$3,275 | 重新持有 |
| EMXC | ISHARES INC | $22.84万 | 0.03% | 2,904 | -97 | -3.2% | -$7,630 | 减仓 |
| SPLB | SPDR SERIES TRUST | $22.83万 | 0.03% | 10,273 | 59 | 0.6% | $1,311 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $22.77万 | 0.03% | 2,518 | 1 | 0.0% | $90 | 加仓 |
| ICSH | ISHARES TR | $22.66万 | 0.03% | 4,476 | -14,712 | -76.7% | -$74.48万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $22.32万 | 0.02% | 1,224 | 1,224 | — | $22.32万 | 新建仓 |
| ACWX | ISHARES TR | $22.29万 | 0.02% | 3,255 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $22.21万 | 0.02% | 5,885 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $22.19万 | 0.02% | 4,483 | -100 | -2.2% | -$4,950 | 减仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $21.54万 | 0.02% | 70,154 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $21.47万 | 0.02% | 4,987 | 32 | 0.6% | $1,378 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $21.38万 | 0.02% | 3,289 | -332 | -9.2% | -$2.16万 | 重新持有 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $21.37万 | 0.02% | 5,369 | 33 | 0.6% | $1,314 | 加仓 |
| — | ISHARES ETHEREUM TR | $21.26万 | 0.02% | 13,432 | -67 | -0.5% | -$1,061 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.11万 | 0.02% | 8,242 | 0 | 0.0% | — | 不变 |
| UJUN | INNOVATOR ETFS TRUST | $20.97万 | 0.02% | 5,632 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $20.83万 | 0.02% | 3,133 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $20.70万 | 0.02% | 4,504 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $20.49万 | 0.02% | 10,887 | 17 | 0.2% | $320 | 加仓 |
| DOW | DOW HLDGS INC | $20.46万 | 0.02% | 4,912 | 4,912 | — | $20.46万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.45万 | 0.02% | 7,730 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $20.42万 | 0.02% | 2,843 | -58 | -2.0% | -$4,166 | 减仓 |
| SHM | SPDR SERIES TRUST | $20.24万 | 0.02% | 4,235 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.18万 | 0.02% | 2,439 | -15 | -0.6% | -$1,241 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $20.10万 | 0.02% | 6,050 | 0 | 0.0% | — | 重新持有 |
| VLO | VALERO ENERGY CORP | $20.04万 | 0.02% | 811 | 811 | — | $20.04万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $19.76万 | 0.02% | 2,956 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $19.72万 | 0.02% | 532 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $19.64万 | 0.02% | 1,326 | -152 | -10.3% | -$2.25万 | 减仓 |
| SDY | SPDR SERIES TRUST | $19.48万 | 0.02% | 1,335 | -49 | -3.5% | -$7,149 | 减仓 |
| — | NUSHARES ETF TR | $19.38万 | 0.02% | 9,152 | 2,050 | 28.9% | $4.34万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $18.99万 | 0.02% | 913 | -66 | -6.7% | -$1.37万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $18.85万 | 0.02% | 3,206 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $18.74万 | 0.02% | 6,180 | 36 | 0.6% | $1,091 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $18.67万 | 0.02% | 11,931 | 29 | 0.2% | $454 | 加仓 |
| QLD | PROSHARES TR | $18.59万 | 0.02% | 3,048 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $18.51万 | 0.02% | 1,677 | -10 | -0.6% | -$1,104 | 减仓 |
| DVY | ISHARES TR | $18.12万 | 0.02% | 1,197 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $17.96万 | 0.02% | 1,756 | 6 | 0.3% | $614 | 加仓 |
| NKE | NIKE INC | $17.76万 | 0.02% | 3,362 | -28,242 | -89.4% | -$149.17万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $17.53万 | 0.02% | 3,736 | -2 | -0.1% | -$94 | 减仓 |
| IDV | ISHARES TR | $17.45万 | 0.02% | 4,100 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $17.36万 | 0.02% | 3,617 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $17.09万 | 0.02% | 2,148 | -234 | -9.8% | -$1.86万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $16.86万 | 0.02% | 3,912 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $16.45万 | 0.02% | 3,850 | 0 | 0.0% | — | 不变 |
| — | TUHURA BIOSCIENCES INC | $16.38万 | 0.02% | 91,530 | 91,530 | — | $16.38万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $16.25万 | 0.02% | 3,981 | -6,558 | -62.2% | -$26.78万 | 减仓 |
| NUEM | NUSHARES ETF TR | $15.76万 | 0.02% | 4,290 | 0 | 0.0% | — | 不变 |
| — | ELECTROCORE INC | $15.66万 | 0.02% | 25,978 | 25,978 | — | $15.66万 | 新建仓 |
| IWO | ISHARES TR | $15.50万 | 0.02% | 494 | -8 | -1.6% | -$2,510 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $15.26万 | 0.02% | 1,041 | -2,651 | -71.8% | -$38.87万 | 减仓 |
| IWN | ISHARES TR | $14.64万 | 0.02% | 772 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $14.42万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $14.04万 | 0.02% | 3,819 | 10 | 0.3% | $368 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.94万 | 0.02% | 3,977 | 13 | 0.3% | $456 | 加仓 |
| RYLD | GLOBAL X FDS | $13.92万 | 0.02% | 9,313 | -55 | -0.6% | -$822 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $13.40万 | 0.01% | 3,085 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $13.30万 | 0.01% | 373 | -2,779 | -88.2% | -$99.09万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $13.29万 | 0.01% | 3,345 | 1,545 | 85.8% | $6.14万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $13.17万 | 0.01% | 2,739 | 91 | 3.4% | $4,376 | 加仓 |
| — | INNOVATOR ETFS TRUST | $12.82万 | 0.01% | 3,316 | 162 | 5.1% | $6,264 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.70万 | 0.01% | 1,866 | 27 | 1.5% | $1,693 | 加仓 |
| — | INNOVATOR ETFS TRUST | $11.68万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $11.56万 | 0.01% | 1,047 | 1,047 | — | $11.56万 | 新建仓 |
| — | VANECK ETF TRUST | $11.25万 | 0.01% | 4,696 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $11.22万 | 0.01% | 1,990 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $11.21万 | 0.01% | 2,817 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $11.13万 | 0.01% | 3,800 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $11.06万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $11.04万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $11.03万 | 0.01% | 3,250 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $10.80万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $10.71万 | 0.01% | 4,655 | -7 | -0.2% | -$161 | 减仓 |
| BGRN | ISHARES TR | $10.67万 | 0.01% | 2,248 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $10.61万 | 0.01% | 2,191 | 1,279 | 140.2% | $6.20万 | 加仓 |
| IFRA | ISHARES TR | $10.56万 | 0.01% | 1,845 | -64 | -3.4% | -$3,662 | 减仓 |
| ISTB | ISHARES TR | $10.54万 | 0.01% | 2,175 | -424 | -16.3% | -$2.05万 | 减仓 |