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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $10.33万 | 0.01% | 1,339 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $10.28万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $10.10万 | 0.01% | 636 | -20 | -3.0% | -$3,175 | 减仓 |
| IYE | ISHARES TR | $10.06万 | 0.01% | 1,553 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $9.90万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $9.74万 | 0.01% | 1,040 | 47 | 4.7% | $4,402 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $9.62万 | 0.01% | 3,427 | 32 | 0.9% | $898 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $9.54万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $9.47万 | 0.01% | 1,097 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $9.41万 | 0.01% | 1,557 | 2 | 0.1% | $121 | 加仓 |
| GDX | VANECK ETF TRUST | $9.14万 | 0.01% | 996 | -6 | -0.6% | -$551 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $9.13万 | 0.01% | 16,454 | 92 | 0.6% | $511 | 加仓 |
| PFXF | VANECK ETF TRUST | $9.06万 | 0.01% | 5,166 | 13 | 0.3% | $228 | 加仓 |
| NYF | ISHARES TR | $8.91万 | 0.01% | 1,677 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $8.90万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $8.89万 | 0.01% | 1,134 | -11 | -1.0% | -$863 | 减仓 |
| DLS | WISDOMTREE TR | $8.83万 | 0.01% | 1,083 | -6 | -0.6% | -$489 | 减仓 |
| XBI | SPDR SERIES TRUST | $8.67万 | 0.01% | 679 | -95 | -12.3% | -$1.21万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $8.65万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $8.49万 | 0.01% | 2,437 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $8.45万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $7.77万 | 0.01% | 1,394 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7.70万 | 0.01% | 1,359 | 1,092 | 409.0% | $6.19万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $7.63万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $7.55万 | 0.01% | 1,788 | 12 | 0.7% | $507 | 加仓 |
| SPMD | SPDR SERIES TRUST | $7.41万 | 0.01% | 1,251 | 4 | 0.3% | $237 | 加仓 |
| — | PROSHARES TR | $7.31万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.16万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $7.09万 | 0.01% | 2,545 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $7.05万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $7.00万 | 0.01% | 2,092 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.81万 | 0.01% | 12,583 | -6,955 | -35.6% | -$3.76万 | 减仓 |
| TFLO | ISHARES TR | $6.77万 | 0.01% | 1,338 | -284 | -17.5% | -$1.44万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $6.71万 | 0.01% | 3,289 | -8 | -0.2% | -$163 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $6.52万 | 0.01% | 809 | 9 | 1.1% | $725 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $6.41万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5.84万 | 0.01% | 954 | 107 | 12.6% | $6,553 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5.61万 | 0.01% | 822 | 98 | 13.5% | $6,691 | 加仓 |
| EWZ | ISHARES INC | $5.43万 | 0.01% | 1,414 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC 看涨期权 | $5.28万 | 0.01% | 1,000 | 1,000 | — | $5.28万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $5.20万 | 0.01% | 725 | 540 | 291.9% | $3.87万 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $5.18万 | 0.01% | 868 | 118 | 15.7% | $7,045 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $5.13万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $5.12万 | 0.01% | 14,500 | -1,500 | -9.4% | -$5,295 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $4.95万 | 0.01% | 4,550 | -2,231 | -32.9% | -$2.43万 | 减仓 |
| MUNI | PIMCO ETF TR | $4.94万 | 0.01% | 949 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.91万 | 0.01% | 1,284 | -19 | -1.5% | -$727 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $4.81万 | 0.01% | 500 | 500 | — | $4.81万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $4.78万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $4.76万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $4.76万 | 0.01% | 1,206 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $4.74万 | 0.01% | 503 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $4.55万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| — | SELECT SECTOR SPDR TR | $4.50万 | 0.01% | 1,965 | 1,965 | — | $4.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $4.45万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4.41万 | 0.00% | 930 | -105 | -10.1% | -$4,978 | 减仓 |
| EWG | ISHARES INC | $4.38万 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $4.27万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $4.25万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $4.24万 | 0.00% | 808 | -1,118 | -58.0% | -$5.87万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $3.99万 | 0.00% | 1,777 | 1,777 | — | $3.99万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $3.99万 | 0.00% | 825 | 46 | 5.9% | $2,223 | 加仓 |
| — | SELECT SECTOR SPDR TR | $3.81万 | 0.00% | 1,519 | 1,519 | — | $3.81万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $3.79万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $3.64万 | 0.00% | 801 | 84 | 11.7% | $3,822 | 加仓 |
| IDU | ISHARES TR | $3.55万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $3.55万 | 0.00% | 1,100 | 4 | 0.4% | $129 | 加仓 |
| — | SELECT SECTOR SPDR TR | $3.51万 | 0.00% | 1,240 | 1,240 | — | $3.51万 | 新建仓 |
| AIA | ISHARES TR | $3.50万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $3.37万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $3.30万 | 0.00% | 341 | 10 | 3.0% | $968 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $3.28万 | 0.00% | 467 | -34 | -6.8% | -$2,385 | 减仓 |
| IHF | ISHARES TR | $3.27万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $3.25万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $3.22万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $3.15万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $3.07万 | 0.00% | 1,150 | -33 | -2.8% | -$882 | 减仓 |
| — | OCCIDENTAL PETE CORP | $3.02万 | 0.00% | 704 | -1,500 | -68.1% | -$6.44万 | 重新持有 |
| — | SELECT SECTOR SPDR TR | $3.01万 | 0.00% | 1,280 | 1,280 | — | $3.01万 | 新建仓 |
| IXC | ISHARES TR | $2.82万 | 0.00% | 490 | -21 | -4.1% | -$1,210 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $2.80万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.69万 | 0.00% | 246 | 34 | 16.0% | $3,713 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $2.68万 | 0.00% | 327 | 10 | 3.2% | $820 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $2.67万 | 0.00% | 629 | 366 | 139.2% | $1.56万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $2.64万 | 0.00% | 1,115 | 1,115 | — | $2.64万 | 新建仓 |
| MLPX | GLOBAL X FDS | $2.58万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $2.47万 | 0.00% | 247 | -416 | -62.7% | -$4.16万 | 减仓 |
| IMTB | ISHARES TR | $2.43万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $2.38万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $2.36万 | 0.00% | 492 | -16,666 | -97.1% | -$80.00万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $2.22万 | 0.00% | 922 | 922 | — | $2.22万 | 新建仓 |
| HEFA | ISHARES TR | $2.17万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $2.15万 | 0.00% | 56 | -145 | -72.1% | -$5.56万 | 减仓 |
| REM | ISHARES TR | $2.15万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $2.14万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.09万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $2.06万 | 0.00% | 225 | -195 | -46.4% | -$1.79万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.02万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $2.01万 | 0.00% | 754 | 0 | 0.0% | — | 不变 |