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 |
|---|---|---|---|---|---|---|---|---|
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -35 | -100.0% | -$3,295 | 清仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -29 | -100.0% | -$3,183 | 清仓 |
| SPYX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -57 | -100.0% | -$3,023 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -100 | -100.0% | -$2,899 | 清仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -10 | -100.0% | -$2,876 | 清仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -137 | -100.0% | -$2,869 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -48 | -100.0% | -$2,618 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -43 | -100.0% | -$2,362 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | -184 | -100.0% | -$2,354 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -55 | -100.0% | -$2,026 | 清仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -145 | -100.0% | -$1,995 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -26 | -100.0% | -$1,829 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -36 | -100.0% | -$1,693 | 清仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -32 | -100.0% | -$1,678 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -46 | -100.0% | -$1,565 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -26 | -100.0% | -$1,536 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -57 | -100.0% | -$1,534 | 清仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -27 | -100.0% | -$1,526 | 清仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14 | -100.0% | -$1,518 | 清仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -42 | -100.0% | -$1,341 | 清仓 |
| BBH | VANECK ETF TRUST | $0 | 0.00% | 0 | -7 | -100.0% | -$1,316 | 清仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -30 | -100.0% | -$1,021 | 清仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -47 | -100.0% | -$1,010 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$790 | 清仓 |
| FREL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -28 | -100.0% | -$753 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2 | -100.0% | -$208 | 清仓 |