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 |
|---|---|---|---|---|---|---|---|---|
| RING | ISHARES INC | $790 | 0.00% | 10 | -2 | -16.7% | -$158 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $753 | 0.00% | 28 | 28 | — | $753 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $713 | 0.00% | 3 | -89 | -96.7% | -$2.12万 | 重新持有 |
| XAR | SPDR SERIES TRUST | $508 | 0.00% | 2 | -2 | -50.0% | -$508 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $208 | 0.00% | 2 | 2 | — | $208 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $150 | 0.00% | 3 | 3 | — | $150 | 新建仓 |
| MSOS | ADVISORSHARES TR | $39 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $24 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -23,179 | -100.0% | -$135.32万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -2,915 | -100.0% | -$44.10万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -1,268 | -100.0% | -$34.90万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -3,407 | -100.0% | -$24.45万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,471 | -100.0% | -$22.67万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,277 | -100.0% | -$21.71万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$21.54万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,545 | -100.0% | -$20.44万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -1,012 | -100.0% | -$5.19万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -506 | -100.0% | -$2.88万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -600 | -100.0% | -$2.30万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -216 | -100.0% | -$1.14万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -464 | -100.0% | -$1.13万 | 清仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -85 | -100.0% | -$3,953 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -45 | -100.0% | -$3,758 | 清仓 |
| DRSK | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -62 | -100.0% | -$1,765 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |