13F 机构持仓

WealthShield Partners, LLC

CARY NC · SEC CIK 0001729303

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.9%
SCHF 2.3%
IEMG 2.2%
AAPL 2.1%
IVW 2.0%
IVE 1.9%
MGK 1.8%
SCHG 1.7%
NVDA 1.6%
DYNF 1.5%

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
— SELECT SECTOR SPDR TR $1.97万0.00%783 783— $1.97万 新建仓
NLR VANECK ETF TRUST $1.90万0.00%143 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $1.90万0.00%205 52.5% $464 加仓
FEZ SPDR INDEX SHS FDS $1.86万0.00%300 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $1.84万0.00%320 00.0% — 不变
NUDM NUSHARES ETF TR $1.84万0.00%510 00.0% — 不变
GCOW PACER FDS TR $1.80万0.00%390 00.0% — 不变
— INNOVATOR ETFS TRUST $1.75万0.00%474 00.0% — 不变
— INNOVATOR ETFS TRUST $1.66万0.00%434 00.0% — 不变
USXF ISHARES TR $1.65万0.00%299 31.0% $166 加仓
— SELECT SECTOR SPDR TR $1.63万0.00%675 675— $1.63万 新建仓
FTXO FIRST TR EXCHANGE TRADED FD $1.62万0.00%449 92.0% $326 加仓
SPSB SPDR SERIES TRUST $1.56万0.00%520 -113-17.9% -$3,398 减仓
XVV ISHARES TR $1.54万0.00%313 00.0% — 不变
ANGL VANECK ETF TRUST $1.51万0.00%525 -100-16.0% -$2,872 减仓
— SELECT SECTOR SPDR TR $1.50万0.00%666 666— $1.50万 新建仓
SUSB ISHARES TR $1.49万0.00%594 -160-21.2% -$4,011 减仓
QYLD GLOBAL X FDS $1.44万0.00%840 -400-32.3% -$6,860 减仓
ICF ISHARES TR $1.41万0.00%228 00.0% — 不变
— AMERICAN CENTY ETF TR $1.36万0.00%223 00.0% — 不变
JGRO J P MORGAN EXCHANGE TRADED F $1.36万0.00%161 00.0% — 不变
BAB INVESCO EXCH TRADED FD TR II $1.35万0.00%500 -3,328-86.9% -$8.97万 减仓
COWG PACER FDS TR $1.32万0.00%390 10.3% $34 加仓
EWC ISHARES INC $1.29万0.00%235 235— $1.29万 新建仓
— SELECT SECTOR SPDR TR $1.28万0.00%537 537— $1.28万 新建仓
BLV VANGUARD BD INDEX FDS $1.22万0.00%177 2012.7% $1,376 加仓
JEMA J P MORGAN EXCHANGE TRADED F $1.21万0.00%232 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $1.19万0.00%254 125.0% $563 加仓
QTUM ETF SER SOLUTIONS $1.17万0.00%109 00.0% — 不变
FXN FIRST TR EXCHANGE-TRADED FD $1.14万0.00%508 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $1.14万0.00%159 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $1.13万0.00%165 135450.0% $9,227 加仓
BOTZ GLOBAL X FDS $1.07万0.00%323 10.3% $33 加仓
OSCV ETF SER SOLUTIONS $1.04万0.00%263 -61-18.8% -$2,406 减仓
HYDB ISHARES TR $1.01万0.00%217 00.0% — 不变
EVUS ISHARES TR $9,9950.00%314 -59-15.8% -$1,878 减仓
XME SPDR SERIES TRUST $9,7210.00%90 00.0% — 不变
DMXF ISHARES TR $8,6770.00%115 115— $8,677 新建仓
INDA ISHARES TR $8,5720.00%183 00.0% — 不变
BDYN BLACKROCK ETF TRUST $7,9010.00%325 61.9% $146 加仓
RSPT INVESCO EXCHANGE TRADED FD T $7,6940.00%170 100142.9% $4,526 加仓
IBB ISHARES TR $7,4290.00%44 12.3% $169 加仓
BAPR INNOVATOR ETFS TRUST $7,3470.00%150 00.0% — 不变
FLOT ISHARES TR $7,1330.00%140 00.0% — 不变
IGV ISHARES TR $7,0440.00%88 88— $7,044 新建仓
— WISDOMTREE TR $6,7490.00%58 00.0% — 不变
COWZ PACER FDS TR $6,4010.00%102 102— $6,401 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $6,3810.00%44 44— $6,381 新建仓
VGIT VANGUARD SCOTTSDALE FDS $6,3720.00%107 00.0% — 不变
NUBD NUSHARES ETF TR $5,5080.00%248 00.0% — 不变
PICK ISHARES INC $5,3760.00%95 -34-26.4% -$1,924 减仓
RPG INVESCO EXCHANGE TRADED FD T $5,3750.00%115 00.0% — 不变
EAGG ISHARES TR $5,1350.00%108 1010.2% $475 加仓
LCTD BLACKROCK ETF TRUST $5,0860.00%92 -3-3.2% -$166 减仓
VLUE ISHARES TR $4,9770.00%35 620.7% $853 加仓
ADME ETF SER SOLUTIONS $4,5970.00%93 -31-25.0% -$1,532 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $4,3420.00%42 42— $4,342 新建仓
— FRANKLIN TEMPLETON ETF TR $4,2510.00%180 00.0% — 不变
LDUR PIMCO ETF TR $4,1200.00%43 43— $4,120 新建仓
AVSF AMERICAN CENTY ETF TR $4,1180.00%88 88— $4,118 新建仓
PBW INVESCO EXCHANGE TRADED FD T $3,9160.00%124 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $3,8940.00%34 00.0% — 不变
DEM WISDOMTREE TR $3,8760.00%78 00.0% — 不变
ARKF ARK ETF TR $3,8010.00%100 00.0% — 不变
— AMPLIFY ETF TR $3,6140.00%157 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $3,4790.00%31 00.0% — 不变
— ISHARES TR $3,4290.00%89 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $3,3900.00%31 624.0% $656 加仓
DGRW WISDOMTREE TR $3,3290.00%38 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $3,2950.00%35 35— $3,295 新建仓
FXH FIRST TR EXCHANGE-TRADED FD $3,1830.00%29 00.0% — 不变
IMCV ISHARES TR $3,1070.00%37 00.0% — 不变
SPYX SPDR SERIES TRUST $3,0230.00%57 57— $3,023 新建仓
XLC SELECT SECTOR SPDR TR $2,9930.00%27 1280.0% $1,330 加仓
GII SPDR INDEX SHS FDS $2,9830.00%39 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $2,8990.00%100 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $2,8760.00%10 00.0% — 不变
FID FIRST TR EXCHANGE TRADED FD $2,8690.00%137 137— $2,869 新建仓
XLG INVESCO EXCHANGE TRADED FD T $2,6180.00%48 -110-69.6% -$6,000 重新持有
IEUR ISHARES TR $2,4590.00%35 -2-5.4% -$141 减仓
FLQM FRANKLIN TEMPLETON ETF TR $2,3620.00%43 43— $2,362 新建仓
BIZD VANECK ETF TRUST $2,3540.00%184 5037.3% $640 加仓
IHI ISHARES TR $2,2410.00%42 -750-94.7% -$4.00万 减仓
XLI SELECT SECTOR SPDR TR $2,1020.00%13 -1-7.1% -$162 减仓
USHY ISHARES TR $2,0260.00%55 -4,140-98.7% -$15.25万 减仓
PGF INVESCO EXCHANGE TRADED FD T $1,9950.00%145 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $1,8290.00%26 26— $1,829 新建仓
— PACER FDS TR $1,7280.00%47 2074.1% $735 加仓
ESML ISHARES TR $1,6930.00%36 1571.4% $705 加仓
JPSE J P MORGAN EXCHANGE TRADED F $1,6780.00%32 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $1,5650.00%46 46— $1,565 新建仓
FUTY FIDELITY COVINGTON TRUST $1,5360.00%26 26— $1,536 新建仓
PXH INVESCO EXCH TRADED FD TR II $1,5340.00%57 00.0% — 不变
PSP INVESCO EXCHANGE TRADED FD T $1,5260.00%27 27— $1,526 新建仓
BBMC J P MORGAN EXCHANGE TRADED F $1,5180.00%14 00.0% — 不变
FGD FIRST TR EXCHANGE-TRADED FD $1,3410.00%42 42— $1,341 新建仓
BBH VANECK ETF TRUST $1,3160.00%7 7— $1,316 新建仓
ICLN ISHARES TR $1,1710.00%64 -48-42.9% -$878 减仓
FTGS FIRST TR EXCHANGE-TRADED FD $1,0210.00%30 30— $1,021 新建仓
FLCB FRANKLIN TEMPLETON ETF TR $1,0100.00%47 47— $1,010 新建仓