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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,347.53万 | 8.18% | 71,406 | 17,447 | 32.3% | $1,306.59万 | 加仓 |
| IVW | ISHARES TR | $1,773.76万 | 2.71% | 128,972 | -25,940 | -16.7% | -$356.75万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,665.32万 | 2.55% | 189,435 | -30,335 | -13.8% | -$266.67万 | 减仓 |
| DGRO | ISHARES TR | $1,504.69万 | 2.30% | 198,534 | 12,947 | 7.0% | $98.13万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,381.43万 | 2.11% | 203,122 | -26,242 | -11.4% | -$178.47万 | 减仓 |
| IUSB | ISHARES TR | $1,291.49万 | 1.98% | 279,846 | -6,443 | -2.3% | -$29.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,257.79万 | 1.92% | 53,156 | -1,891 | -3.4% | -$44.75万 | 减仓 |
| IVE | ISHARES TR | $1,239.24万 | 1.90% | 54,577 | -25,709 | -32.0% | -$583.75万 | 减仓 |
| AAPL | APPLE INC | $1,229.71万 | 1.88% | 42,498 | -32,794 | -43.6% | -$948.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,184.41万 | 1.81% | 59,194 | -22,626 | -27.7% | -$452.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,084.66万 | 1.66% | 29,078 | -5,362 | -15.6% | -$200.01万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,066.59万 | 1.63% | 65,255 | -5,573 | -7.9% | -$91.09万 | 减仓 |
| AMZN | AMAZON COM INC | $969.85万 | 1.48% | 40,692 | -9,716 | -19.3% | -$231.57万 | 减仓 |
| IEMG | ISHARES INC | $930.00万 | 1.42% | 112,264 | -176,176 | -61.1% | -$1,459.44万 | 减仓 |
| GOOGL | ALPHABET INC | $902.64万 | 1.38% | 25,258 | -4,336 | -14.7% | -$154.95万 | 减仓 |
| MUB | ISHARES TR | $883.53万 | 1.35% | 82,097 | 6,290 | 8.3% | $67.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $872.49万 | 1.33% | 26,655 | -4,723 | -15.1% | -$154.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $867.68万 | 1.33% | 100,729 | -7,493 | -6.9% | -$64.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $808.40万 | 1.24% | 42,431 | -2,418 | -5.4% | -$46.07万 | 减仓 |
| AMAT | APPLIED MATLS INC | $803.90万 | 1.23% | 11,119 | 2,995 | 36.9% | $216.54万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $776.41万 | 1.19% | 17,906 | -4,883 | -21.4% | -$211.73万 | 减仓 |
| EFG | ISHARES TR | $760.13万 | 1.16% | 61,094 | -241 | -0.4% | -$3.00万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $733.60万 | 1.12% | 139,150 | -44,848 | -24.4% | -$236.44万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $705.90万 | 1.08% | 9,250 | -1,370 | -12.9% | -$104.55万 | 减仓 |
| C | CITIGROUP INC | $686.90万 | 1.05% | 49,078 | -2,895 | -5.6% | -$40.52万 | 减仓 |
| AVGO | BROADCOM INC | $636.78万 | 0.97% | 16,857 | -4,770 | -22.1% | -$180.19万 | 减仓 |
| MTUM | ISHARES TR | $611.06万 | 0.93% | 17,824 | -8,726 | -32.9% | -$299.15万 | 减仓 |
| GEV | GE VERNOVA INC | $610.48万 | 0.93% | 5,194 | 412 | 8.6% | $48.42万 | 加仓 |
| META | META PLATFORMS INC | $598.84万 | 0.92% | 10,631 | -678 | -6.0% | -$38.19万 | 减仓 |
| WMT | WALMART INC | $561.30万 | 0.86% | 49,559 | -3,690 | -6.9% | -$41.79万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $556.47万 | 0.85% | 26,154 | -3,996 | -13.3% | -$85.02万 | 减仓 |
| IUSG | ISHARES TR | $544.29万 | 0.83% | 28,938 | 687 | 2.4% | $12.92万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $539.46万 | 0.83% | 10,983 | -265 | -2.4% | -$13.02万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $534.48万 | 0.82% | 15,673 | -2,514 | -13.8% | -$85.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $533.57万 | 0.82% | 10,663 | -2,850 | -21.1% | -$142.61万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $514.33万 | 0.79% | 102,111 | 5,764 | 6.0% | $29.03万 | 加仓 |
| EFV | ISHARES TR | $512.62万 | 0.78% | 66,966 | -76,444 | -53.3% | -$585.18万 | 减仓 |
| NOBL | PROSHARES TR | $509.65万 | 0.78% | 90,749 | -269 | -0.3% | -$1.51万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $487.03万 | 0.74% | 67,493 | 3,695 | 5.8% | $26.66万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $475.67万 | 0.73% | 149,677 | 15,066 | 11.2% | $47.88万 | 加仓 |
| GOVT | ISHARES TR | $468.93万 | 0.72% | 205,853 | 6,360 | 3.2% | $14.49万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $456.80万 | 0.70% | 124,810 | 124,810 | — | $456.80万 | 新建仓 |
| NFLX | NETFLIX INC. | $455.17万 | 0.70% | 63,749 | 4,537 | 7.7% | $32.39万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $454.70万 | 0.70% | 31,036 | -178 | -0.6% | -$2.61万 | 减仓 |
| LLY | ELI LILLY & CO | $421.01万 | 0.64% | 3,510 | 478 | 15.8% | $57.33万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $417.69万 | 0.64% | 96,890 | -67,427 | -41.0% | -$290.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $414.40万 | 0.63% | 5,535 | -3,597 | -39.4% | -$269.30万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $403.96万 | 0.62% | 89,267 | -8,280 | -8.5% | -$37.47万 | 减仓 |
| TJX | TJX COS INC NEW | $402.47万 | 0.62% | 26,566 | 1,312 | 5.2% | $19.88万 | 加仓 |
| CMI | CUMMINS INC | $387.51万 | 0.59% | 5,433 | -217 | -3.8% | -$15.48万 | 减仓 |
| MBB | ISHARES TR | $381.58万 | 0.58% | 40,370 | -4,396 | -9.8% | -$41.55万 | 减仓 |
| ETN | EATON CORP PLC | $377.60万 | 0.58% | 8,861 | -459 | -4.9% | -$19.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $377.08万 | 0.58% | 17,303 | -46,610 | -72.9% | -$1,015.77万 | 减仓 |
| APH | AMPHENOL CORP | $365.29万 | 0.56% | 20,688 | 165 | 0.8% | $2.91万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $353.33万 | 0.54% | 12,528 | -1,020 | -7.5% | -$28.77万 | 减仓 |
| HD | HOME DEPOT INC | $347.14万 | 0.53% | 9,843 | -6,272 | -38.9% | -$221.20万 | 减仓 |
| MCD | MCDONALDS CORP | $327.93万 | 0.50% | 12,131 | -4,680 | -27.8% | -$126.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $323.88万 | 0.50% | 12,753 | -368 | -2.8% | -$9.35万 | 减仓 |
| IWF | ISHARES TR | $316.67万 | 0.48% | 25,503 | -12,349 | -32.6% | -$153.34万 | 减仓 |
| V | VISA INC | $315.38万 | 0.48% | 9,192 | 46 | 0.5% | $1.58万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $310.03万 | 0.47% | 17,637 | 869 | 5.2% | $15.28万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $309.70万 | 0.47% | 3,166 | 118 | 3.9% | $11.54万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $301.71万 | 0.46% | 34,076 | -2,719 | -7.4% | -$24.07万 | 减仓 |
| CB | CHUBB LIMITED | $298.36万 | 0.46% | 8,730 | 188 | 2.2% | $6.43万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $296.06万 | 0.45% | 24,048 | 3,659 | 17.9% | $45.05万 | 加仓 |
| LMUB | ISHARES TR | $292.86万 | 0.45% | 57,176 | 5,839 | 11.4% | $29.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $280.89万 | 0.43% | 23,606 | -13,935 | -37.1% | -$165.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $276.59万 | 0.42% | 6,955 | -1,100 | -13.7% | -$43.74万 | 减仓 |
| TLH | ISHARES TR | $275.12万 | 0.42% | 27,416 | -7,887 | -22.3% | -$79.15万 | 减仓 |
| CME | CME GROUP INC | $272.02万 | 0.42% | 12,318 | 486 | 4.1% | $10.73万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $270.16万 | 0.41% | 7,198 | -278 | -3.7% | -$10.43万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $262.31万 | 0.40% | 10,795 | -4,819 | -30.9% | -$117.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $261.75万 | 0.40% | 6,590 | -441 | -6.3% | -$17.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $261.06万 | 0.40% | 3,801 | -896 | -19.1% | -$61.54万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $254.29万 | 0.39% | 28,111 | 926 | 3.4% | $8.38万 | 加仓 |
| SPGI | S&P GLOBAL INC | $247.38万 | 0.38% | 6,074 | 360 | 6.3% | $14.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $244.43万 | 0.37% | 19,310 | -5,659 | -22.7% | -$71.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $241.86万 | 0.37% | 4,747 | 384 | 8.8% | $19.57万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $239.07万 | 0.37% | 8,227 | 868 | 11.8% | $25.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $235.20万 | 0.36% | 2,514 | -403 | -13.8% | -$37.70万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $233.74万 | 0.36% | 9,411 | 190 | 2.1% | $4.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $233.66万 | 0.36% | 26,589 | -2,024 | -7.1% | -$17.79万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $224.19万 | 0.34% | 8,469 | -281 | -3.2% | -$7.44万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $223.48万 | 0.34% | 5,377 | -1,055 | -16.4% | -$43.85万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $217.97万 | 0.33% | 77,709 | 77,709 | — | $217.97万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $215.20万 | 0.33% | 5,167 | 181 | 3.6% | $7.54万 | 加仓 |
| IQV | IQVIA HLDGS INC | $215.03万 | 0.33% | 11,129 | 921 | 9.0% | $17.80万 | 加仓 |
| WFC | WELLS FARGO & CO | $214.54万 | 0.33% | 25,961 | -5,175 | -16.6% | -$42.77万 | 减仓 |
| CRM | SALESFORCE INC | $214.11万 | 0.33% | 13,630 | 227 | 1.7% | $3.57万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $211.44万 | 0.32% | 19,669 | -5,398 | -21.5% | -$58.03万 | 减仓 |
| GOOG | ALPHABET INC | $209.57万 | 0.32% | 5,931 | -3,300 | -35.7% | -$116.60万 | 减仓 |
| UNP | UNION PAC CORP | $205.21万 | 0.31% | 7,544 | -140 | -1.8% | -$3.81万 | 减仓 |
| IWM | ISHARES TR | $202.07万 | 0.31% | 6,726 | -483 | -6.7% | -$14.51万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $197.63万 | 0.30% | 22,517 | -3,034 | -11.9% | -$26.63万 | 减仓 |
| QUAL | ISHARES TR | $194.61万 | 0.30% | 8,869 | -26,628 | -75.0% | -$584.30万 | 减仓 |
| GLD | SPDR GOLD TR | $194.06万 | 0.30% | 5,268 | -2,054 | -28.1% | -$75.67万 | 减仓 |
| O | REALTY INCOME CORP | $192.34万 | 0.29% | 30,908 | -1,410 | -4.4% | -$8.77万 | 减仓 |
| CTRE | CARETRUST REIT INC | $190.55万 | 0.29% | 46,771 | -1,523 | -3.2% | -$6.20万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $189.24万 | 0.29% | 37,630 | 37,630 | — | $189.24万 | 新建仓 |
| MPC | MARATHON PETE CORP | $187.07万 | 0.29% | 7,317 | -228 | -3.0% | -$5.83万 | 减仓 |