13F 机构持仓

WealthShield Partners, LLC

CARY NC · SEC CIK 0001729303

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.2%
IVW 2.7%
MGK 2.5%
DGRO 2.3%
DYNF 2.1%
IUSB 2.0%
VIG 1.9%
IVE 1.9%
AAPL 1.9%
NVDA 1.8%

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
FV FIRST TR EXCHANGE TRADED FD $00.00%0 -1,557-100.0% -$9.41万 清仓
GDX VANECK ETF TRUST $00.00%0 -996-100.0% -$9.14万 清仓
PFXF VANECK ETF TRUST $00.00%0 -5,166-100.0% -$9.06万 清仓
DLS WISDOMTREE TR $00.00%0 -1,083-100.0% -$8.83万 清仓
AVSE AMERICAN CENTY ETF TR $00.00%0 -1,300-100.0% -$8.65万 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -2,437-100.0% -$8.49万 清仓
PDP INVESCO EXCHANGE TRADED FD T $00.00%0 -700-100.0% -$8.45万 清仓
TAN INVESCO EXCH TRADED FD TR II $00.00%0 -1,394-100.0% -$7.77万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -1,359-100.0% -$7.70万 清仓
DFCF DIMENSIONAL ETF TRUST $00.00%0 -1,788-100.0% -$7.55万 清仓
SPMD SPDR SERIES TRUST $00.00%0 -1,251-100.0% -$7.41万 清仓
— PROSHARES TR $00.00%0 -1,404-100.0% -$7.31万 清仓
— WISDOMTREE TR $00.00%0 -1,063-100.0% -$7.05万 清仓
XBGYX BLACKROCK ENHANCED INTL DIV $00.00%0 -12,583-100.0% -$6.81万 清仓
AVEM AMERICAN CENTY ETF TR $00.00%0 -809-100.0% -$6.52万 清仓
RSPU INVESCO EXCHANGE TRADED FD T $00.00%0 -790-100.0% -$6.41万 清仓
RDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -822-100.0% -$5.61万 清仓
EWZ ISHARES INC $00.00%0 -1,414-100.0% -$5.43万 清仓
NKE NIKE INC 看涨期权 $00.00%0 -1,000-100.0% -$5.28万 清仓
FDIS FIDELITY COVINGTON TRUST $00.00%0 -550-100.0% -$5.13万 清仓
DNN DENISON MINES CORP $00.00%0 -14,500-100.0% -$5.12万 清仓
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -4,550-100.0% -$4.95万 清仓
MUNI PIMCO ETF TR $00.00%0 -949-100.0% -$4.94万 清仓
NFLX NETFLIX INC. 看涨期权 $00.00%0 -500-100.0% -$4.81万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -398-100.0% -$4.78万 清仓
DISV DIMENSIONAL ETF TRUST $00.00%0 -1,206-100.0% -$4.76万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 -503-100.0% -$4.74万 清仓
BBUS J P MORGAN EXCHANGE TRADED F $00.00%0 -388-100.0% -$4.55万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,965-100.0% -$4.50万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -712-100.0% -$4.45万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -930-100.0% -$4.41万 清仓
EWG ISHARES INC $00.00%0 -1,105-100.0% -$4.38万 清仓
— PUTNAM MASTER INTER INCOME T $00.00%0 -13,000-100.0% -$4.25万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,777-100.0% -$3.99万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,519-100.0% -$3.81万 清仓
HEDJ WISDOMTREE TR $00.00%0 -724-100.0% -$3.79万 清仓
SPYD SPDR SERIES TRUST $00.00%0 -801-100.0% -$3.64万 清仓
DIHP DIMENSIONAL ETF TRUST $00.00%0 -1,100-100.0% -$3.55万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,240-100.0% -$3.51万 清仓
PXF INVESCO EXCH TRADED FD TR II $00.00%0 -482-100.0% -$3.37万 清仓
CORP PIMCO ETF TR $00.00%0 -341-100.0% -$3.30万 清仓
FNDC SCHWAB STRATEGIC TR $00.00%0 -700-100.0% -$3.25万 清仓
IYT ISHARES TR $00.00%0 -432-100.0% -$3.22万 清仓
FALN ISHARES TR $00.00%0 -1,150-100.0% -$3.07万 清仓
— OCCIDENTAL PETE CORP $00.00%0 -704-100.0% -$3.02万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,280-100.0% -$3.01万 清仓
IXC ISHARES TR $00.00%0 -490-100.0% -$2.82万 清仓
BBIN J P MORGAN EXCHANGE TRADED F $00.00%0 -383-100.0% -$2.80万 清仓
XLP SELECT SECTOR SPDR TR $00.00%0 -327-100.0% -$2.68万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -1,115-100.0% -$2.64万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -922-100.0% -$2.22万 清仓
REM ISHARES TR $00.00%0 -1,000-100.0% -$2.15万 清仓
SMH VANECK ETF TRUST $00.00%0 -56-100.0% -$2.15万 清仓
— GLOBAL X FDS $00.00%0 -686-100.0% -$2.09万 清仓
SCHP SCHWAB STRATEGIC TR $00.00%0 -754-100.0% -$2.01万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -783-100.0% -$1.97万 清仓
NLR VANECK ETF TRUST $00.00%0 -143-100.0% -$1.90万 清仓
FTCS FIRST TR EXCHANGE-TRADED FD $00.00%0 -205-100.0% -$1.90万 清仓
FMAT FIDELITY COVINGTON TRUST $00.00%0 -320-100.0% -$1.84万 清仓
NUDM NUSHARES ETF TR $00.00%0 -510-100.0% -$1.84万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -434-100.0% -$1.66万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -675-100.0% -$1.63万 清仓
FTXO FIRST TR EXCHANGE TRADED FD $00.00%0 -449-100.0% -$1.62万 清仓
XVV ISHARES TR $00.00%0 -313-100.0% -$1.54万 清仓
ANGL VANECK ETF TRUST $00.00%0 -525-100.0% -$1.51万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -666-100.0% -$1.50万 清仓
SUSB ISHARES TR $00.00%0 -594-100.0% -$1.49万 清仓
QYLD GLOBAL X FDS $00.00%0 -840-100.0% -$1.44万 清仓
ICF ISHARES TR $00.00%0 -228-100.0% -$1.41万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -223-100.0% -$1.36万 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -161-100.0% -$1.36万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -500-100.0% -$1.35万 清仓
EWC ISHARES INC $00.00%0 -235-100.0% -$1.29万 清仓
— SELECT SECTOR SPDR TR $00.00%0 -537-100.0% -$1.28万 清仓
JEMA J P MORGAN EXCHANGE TRADED F $00.00%0 -232-100.0% -$1.21万 清仓
FXN FIRST TR EXCHANGE-TRADED FD $00.00%0 -508-100.0% -$1.14万 清仓
JAVA J P MORGAN EXCHANGE TRADED F $00.00%0 -159-100.0% -$1.14万 清仓
BNDW VANGUARD SCOTTSDALE FDS $00.00%0 -165-100.0% -$1.13万 清仓
BOTZ GLOBAL X FDS $00.00%0 -323-100.0% -$1.07万 清仓
HYDB ISHARES TR $00.00%0 -217-100.0% -$1.01万 清仓
XME SPDR SERIES TRUST $00.00%0 -90-100.0% -$9,721 清仓
IBB ISHARES TR $00.00%0 -44-100.0% -$7,429 清仓
FLOT ISHARES TR $00.00%0 -140-100.0% -$7,133 清仓
IGV ISHARES TR $00.00%0 -88-100.0% -$7,044 清仓
— WISDOMTREE TR $00.00%0 -58-100.0% -$6,749 清仓
COWZ PACER FDS TR $00.00%0 -102-100.0% -$6,401 清仓
NUBD NUSHARES ETF TR $00.00%0 -248-100.0% -$5,508 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -115-100.0% -$5,375 清仓
EAGG ISHARES TR $00.00%0 -108-100.0% -$5,135 清仓
XMHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -42-100.0% -$4,342 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -180-100.0% -$4,251 清仓
LDUR PIMCO ETF TR $00.00%0 -43-100.0% -$4,120 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -88-100.0% -$4,118 清仓
JPME J P MORGAN EXCHANGE TRADED F $00.00%0 -34-100.0% -$3,894 清仓
DEM WISDOMTREE TR $00.00%0 -78-100.0% -$3,876 清仓
ARKF ARK ETF TR $00.00%0 -100-100.0% -$3,801 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -31-100.0% -$3,479 清仓
— ISHARES TR $00.00%0 -89-100.0% -$3,429 清仓
SKYY FIRST TR EXCHANGE-TRADED FD $00.00%0 -31-100.0% -$3,390 清仓
DGRW WISDOMTREE TR $00.00%0 -38-100.0% -$3,329 清仓