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 |
|---|---|---|---|---|---|---|---|---|
| URA | GLOBAL X FDS | $3.33万 | 0.01% | 762 | -1,429 | -65.2% | -$6.24万 | 减仓 |
| SHYG | ISHARES TR | $3.16万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.84万 | 0.00% | 534 | -420 | -44.0% | -$2.23万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $2.60万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $2.58万 | 0.00% | 268 | -5,027 | -94.9% | -$48.48万 | 减仓 |
| MLPX | GLOBAL X FDS | $2.57万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $2.56万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $2.49万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $2.42万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $2.34万 | 0.00% | 165 | -165 | -50.0% | -$2.34万 | 减仓 |
| DSI | ISHARES TR | $2.34万 | 0.00% | 164 | -4,809 | -96.7% | -$68.48万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $2.18万 | 0.00% | 132 | 23 | 21.1% | $3,796 | 加仓 |
| USXF | ISHARES TR | $2.17万 | 0.00% | 313 | 14 | 4.7% | $972 | 加仓 |
| IWC | ISHARES TR | $2.06万 | 0.00% | 103 | -22,973 | -99.6% | -$459.55万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $2.06万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $1.69万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $1.52万 | 0.00% | 185 | -540 | -74.5% | -$4.45万 | 减仓 |
| COWG | PACER FDS TR | $1.49万 | 0.00% | 372 | -18 | -4.6% | -$723 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1.32万 | 0.00% | 175 | -30,368 | -99.4% | -$229.06万 | 减仓 |
| ESGE | ISHARES INC | $1.29万 | 0.00% | 236 | -24,365 | -99.0% | -$133.25万 | 减仓 |
| IWO | ISHARES TR | $1.26万 | 0.00% | 32 | -462 | -93.5% | -$18.20万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $1.22万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $1.19万 | 0.00% | 263 | -366 | -58.2% | -$1.66万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.19万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES TR | $1.17万 | 0.00% | 333 | 19 | 6.1% | $667 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1.16万 | 0.00% | 386 | -134 | -25.8% | -$4,021 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.15万 | 0.00% | 261 | -3,720 | -93.4% | -$16.38万 | 减仓 |
| DVY | ISHARES TR | $1.11万 | 0.00% | 71 | -1,126 | -94.1% | -$17.60万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $1.11万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $1.04万 | 0.00% | 226 | -46,989 | -99.5% | -$215.98万 | 减仓 |
| DMXF | ISHARES TR | $1.01万 | 0.00% | 119 | 4 | 3.5% | $338 | 加仓 |
| IJT | ISHARES TR | $9,823 | 0.00% | 55 | -5,539 | -99.0% | -$98.93万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $9,293 | 0.00% | 335 | 10 | 3.1% | $277 | 加仓 |
| HEFA | ISHARES TR | $9,244 | 0.00% | 197 | -313 | -61.4% | -$1.47万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $9,112 | 0.00% | 158 | -667 | -80.8% | -$3.85万 | 减仓 |
| INDA | ISHARES TR | $9,038 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $8,864 | 0.00% | 36 | -62 | -63.3% | -$1.53万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $7,989 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $7,486 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $7,224 | 0.00% | 50 | -840 | -94.4% | -$12.14万 | 减仓 |
| VLUE | ISHARES TR | $6,794 | 0.00% | 34 | -1 | -2.9% | -$200 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $6,333 | 0.00% | 54 | -192 | -78.0% | -$2.25万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,311 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| LCTD | BLACKROCK ETF TRUST | $5,766 | 0.00% | 100 | 8 | 8.7% | $461 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $5,561 | 0.00% | 273 | -3,016 | -91.7% | -$6.14万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $5,175 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $4,885 | 0.00% | 84 | -11 | -11.6% | -$640 | 减仓 |
| IWN | ISHARES TR | $4,866 | 0.00% | 22 | -750 | -97.2% | -$16.59万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $4,515 | 0.00% | 70 | -100 | -58.8% | -$6,450 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $4,439 | 0.00% | 108 | -55,332 | -99.8% | -$227.42万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $4,432 | 0.00% | 89 | -403 | -81.9% | -$2.01万 | 减仓 |
| ESGD | ISHARES TR | $4,112 | 0.00% | 40 | -29,212 | -99.9% | -$300.30万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $3,894 | 0.00% | 152 | 152 | — | $3,894 | 新建仓 |
| — | ISHARES TR | $3,395 | 0.00% | 141 | -25,596 | -99.5% | -$61.63万 | 减仓 |
| IMCV | ISHARES TR | $3,348 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $3,291 | 0.00% | 51 | 51 | — | $3,291 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $3,274 | 0.00% | 43 | 4 | 10.3% | $305 | 加仓 |
| ICLN | ISHARES TR | $3,033 | 0.00% | 148 | 84 | 131.2% | $1,721 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,973 | 0.00% | 33 | 33 | — | $2,973 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $2,887 | 0.00% | 74 | -50 | -40.3% | -$1,951 | 减仓 |
| — | PACER FDS TR | $2,695 | 0.00% | 67 | 20 | 42.6% | $804 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,397 | 0.00% | 65 | -99,984 | -99.9% | -$368.71万 | 减仓 |
| — | AMPLIFY ETF TR | $2,240 | 0.00% | 87 | -70 | -44.6% | -$1,802 | 减仓 |
| IHI | ISHARES TR | $2,075 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $2,038 | 0.00% | 11 | -2 | -15.4% | -$371 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $2,035 | 0.00% | 19 | -8 | -29.6% | -$857 | 减仓 |
| IEUR | ISHARES TR | $1,879 | 0.00% | 25 | -10 | -28.6% | -$752 | 减仓 |
| XBI | SPDR SERIES TRUST | $1,583 | 0.00% | 10 | -669 | -98.5% | -$10.59万 | 减仓 |
| XRT | SPDR SERIES TRUST | $1,404 | 0.00% | 16 | 16 | — | $1,404 | 新建仓 |
| PAVE | GLOBAL X FDS | $1,358 | 0.00% | 23 | 23 | — | $1,358 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $1,327 | 0.00% | 53 | 2 | 3.9% | $50 | 重新持有 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1,261 | 0.00% | 55 | -4,600 | -98.8% | -$10.55万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $909 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $867 | 0.00% | 17 | 17 | — | $867 | 新建仓 |
| XAR | SPDR SERIES TRUST | $851 | 0.00% | 3 | 1 | 50.0% | $284 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $762 | 0.00% | 15 | 12 | 400.0% | $610 | 加仓 |
| PTMC | PACER FDS TR | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $36 | 0.00% | 7 | -4 | -36.4% | -$21 | 减仓 |
| — | ADVISORSHARES TR | $26 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -103,918 | -100.0% | -$958.95万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -287,278 | -100.0% | -$876.20万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -209,139 | -100.0% | -$532.89万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -41,235 | -100.0% | -$411.77万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -35,984 | -100.0% | -$300.72万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -98,716 | -100.0% | -$287.07万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -107,966 | -100.0% | -$276.83万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -32,108 | -100.0% | -$265.95万 | 清仓 |
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -19,156 | -100.0% | -$147.79万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -32,555 | -100.0% | -$146.69万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -2,606 | -100.0% | -$146.43万 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -29,621 | -100.0% | -$144.94万 | 清仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | -30,229 | -100.0% | -$137.54万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -24,707 | -100.0% | -$129.81万 | 清仓 |
| — | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -13,436 | -100.0% | -$128.07万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -55,067 | -100.0% | -$127.41万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -43,736 | -100.0% | -$126.79万 | 清仓 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | -27,809 | -100.0% | -$125.61万 | 清仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -64,563 | -100.0% | -$121.51万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | -12,966 | -100.0% | -$117.91万 | 清仓 |
| SGVT | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,506 | -100.0% | -$115.89万 | 清仓 |