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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -21,267 | -100.0% | -$106.76万 | 清仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -58,780 | -100.0% | -$105.45万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -16,936 | -100.0% | -$103.85万 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -28,099 | -100.0% | -$100.99万 | 清仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $0 | 0.00% | 0 | -42,746 | -100.0% | -$95.58万 | 清仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,689 | -100.0% | -$94.16万 | 清仓 |
| NUMV | NUSHARES ETF TR | $0 | 0.00% | 0 | -23,484 | -100.0% | -$91.05万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -17,546 | -100.0% | -$88.33万 | 清仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -39,493 | -100.0% | -$87.86万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -15,076 | -100.0% | -$83.45万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -29,174 | -100.0% | -$81.92万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35,437 | -100.0% | -$76.15万 | 清仓 |
| NUMG | NUSHARES ETF TR | $0 | 0.00% | 0 | -18,510 | -100.0% | -$76.04万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -5,590 | -100.0% | -$73.84万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -15,255 | -100.0% | -$72.51万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -11,565 | -100.0% | -$70.14万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -2,217 | -100.0% | -$62.92万 | 清仓 |
| EMNT | PIMCO ETF TR | $0 | 0.00% | 0 | -5,978 | -100.0% | -$59.14万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,169 | -100.0% | -$56.53万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,355 | -100.0% | -$56.08万 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $0 | 0.00% | 0 | -44,449 | -100.0% | -$56.05万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -13,104 | -100.0% | -$52.55万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -15,830 | -100.0% | -$47.68万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -9,775 | -100.0% | -$44.84万 | 清仓 |
| EUSA | ISHARES INC | $0 | 0.00% | 0 | -4,405 | -100.0% | -$44.83万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,917 | -100.0% | -$43.96万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -2,221 | -100.0% | -$43.53万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION | $0 | 0.00% | 0 | -41,099 | -100.0% | -$41.51万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,422 | -100.0% | -$40.50万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,335 | -100.0% | -$40.39万 | 清仓 |
| RMT | ROYCE MICRO-CAP TR INC | $0 | 0.00% | 0 | -34,455 | -100.0% | -$38.97万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -2,902 | -100.0% | -$38.04万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -15,436 | -100.0% | -$37.02万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -5,285 | -100.0% | -$35.72万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,520 | -100.0% | -$34.36万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -8,929 | -100.0% | -$34.11万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$33.33万 | 清仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,753 | -100.0% | -$33.13万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -878 | -100.0% | -$31.27万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,320 | -100.0% | -$31.19万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -2,125 | -100.0% | -$30.87万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -6,454 | -100.0% | -$30.33万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,531 | -100.0% | -$30.03万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,320 | -100.0% | -$29.72万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -7,230 | -100.0% | -$29.02万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,203 | -100.0% | -$28.69万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,940 | -100.0% | -$27.63万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,296 | -100.0% | -$27.38万 | 清仓 |
| SMB | VANECK ETF TRUST | $0 | 0.00% | 0 | -15,813 | -100.0% | -$27.35万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,543 | -100.0% | -$26.11万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -380 | -100.0% | -$25.93万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,342 | -100.0% | -$25.77万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -11,923 | -100.0% | -$25.63万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -1,731 | -100.0% | -$25.23万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -2,179 | -100.0% | -$25.23万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,585 | -100.0% | -$24.95万 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | -9,196 | -100.0% | -$24.53万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,503 | -100.0% | -$24.13万 | 清仓 |
| AVES | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,939 | -100.0% | -$23.63万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,175 | -100.0% | -$23.17万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,157 | -100.0% | -$22.98万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,518 | -100.0% | -$22.77万 | 清仓 |
| ICSH | ISHARES TR | $0 | 0.00% | 0 | -4,476 | -100.0% | -$22.66万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,224 | -100.0% | -$22.32万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -3,255 | -100.0% | -$22.29万 | 清仓 |
| GAL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -4,483 | -100.0% | -$22.19万 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $0 | 0.00% | 0 | -70,154 | -100.0% | -$21.54万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,289 | -100.0% | -$21.38万 | 清仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -5,369 | -100.0% | -$21.37万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -3,133 | -100.0% | -$20.83万 | 清仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -10,887 | -100.0% | -$20.49万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -4,912 | -100.0% | -$20.46万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -2,843 | -100.0% | -$20.42万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -811 | -100.0% | -$20.04万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,326 | -100.0% | -$19.64万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,335 | -100.0% | -$19.48万 | 清仓 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -9,152 | -100.0% | -$19.38万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -913 | -100.0% | -$18.99万 | 清仓 |
| FDRR | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,206 | -100.0% | -$18.85万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -11,931 | -100.0% | -$18.67万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -3,048 | -100.0% | -$18.59万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,677 | -100.0% | -$18.51万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -1,756 | -100.0% | -$17.96万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,362 | -100.0% | -$17.76万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -4,100 | -100.0% | -$17.45万 | 清仓 |
| NUEM | NUSHARES ETF TR | $0 | 0.00% | 0 | -4,290 | -100.0% | -$15.76万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,700 | -100.0% | -$14.42万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,819 | -100.0% | -$14.04万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,977 | -100.0% | -$13.94万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -9,313 | -100.0% | -$13.92万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,085 | -100.0% | -$13.40万 | 清仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,866 | -100.0% | -$11.70万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,696 | -100.0% | -$11.25万 | 清仓 |
| URTH | ISHARES INC | $0 | 0.00% | 0 | -600 | -100.0% | -$10.80万 | 清仓 |
| BGRN | ISHARES TR | $0 | 0.00% | 0 | -2,248 | -100.0% | -$10.67万 | 清仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -636 | -100.0% | -$10.10万 | 清仓 |
| BNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,300 | -100.0% | -$9.90万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,040 | -100.0% | -$9.74万 | 清仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,427 | -100.0% | -$9.62万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -1,097 | -100.0% | -$9.47万 | 清仓 |