WealthShield Partners, LLC
- SEC CIK
- 0001729303
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 1,171
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.48 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 235,073 | $2,136 萬 | 3.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 49,678 | $1,976 萬 | 3.6% | – | – | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 695,149 | $1,896 萬 | 3.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 476,776 | $1,249 萬 | 2.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 33,981 | $1,238 萬 | 2.3% | – | – | – |
| Kraneshares Tr500767686 | KYA DYNMC INC | 541,238 | $1,164 萬 | 2.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 239,885 | $1,158 萬 | 2.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 211,053 | $1,076 萬 | 2.0% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 66,534 | $1,070 萬 | 2.0% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 304,514 | $972.3 萬 | 1.8% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 173,250 | $947.3 萬 | 1.7% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 178,269 | $940.4 萬 | 1.7% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 91,967 | $923.9 萬 | 1.7% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 204,780 | $886.9 萬 | 1.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 79,878 | $866.9 萬 | 1.6% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 38,943 | $806.4 萬 | 1.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 75,268 | $771.2 萬 | 1.4% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 113,439 | $752.6 萬 | 1.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 28,680 | $698.5 萬 | 1.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 74,885 | $685.9 萬 | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 46,449 | $658.0 萬 | 1.2% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 66,882 | $636.7 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 49,838 | $608.8 萬 | 1.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 32,809 | $584.9 萬 | 1.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,531 | $566.7 萬 | 1.0% | – | – | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 112,146 | $564.8 萬 | 1.0% | – | – | – |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 180,663 | $563.0 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 93,669 | $544.7 萬 | 1.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 41,830 | $544.0 萬 | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 39,849 | $529.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,878 | $511.2 萬 | 0.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 52,464 | $476.3 萬 | 0.9% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,065 | $471.7 萬 | 0.9% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 15,158 | $466.4 萬 | 0.9% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 53,013 | $457.3 萬 | 0.8% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,251 | $455.5 萬 | 0.8% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 12,598 | $451.6 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 27,068 | $448.3 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 6,671 | $445.6 萬 | 0.8% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 58,202 | $424.4 萬 | 0.8% | – | – | – |
| iShares Tr464288588 | MBS ETF | 38,684 | $419.4 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,822 | $404.2 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,932 | $399.2 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 53,285 | $383.9 萬 | 0.7% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 130,719 | $382.2 萬 | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 65,948 | $368.6 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 122,742 | $363.9 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,175 | $363.6 萬 | 0.7% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,820 | $355.1 萬 | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 59,152 | $337.9 萬 | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,686 | $312.8 萬 | 0.6% | – | – | – |
| iShares Tr464288430 | ASIA 50 ETF | 32,987 | $304.1 萬 | 0.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 34,816 | $300.3 萬 | 0.5% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 22,076 | $299.5 萬 | 0.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,709 | $287.7 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,959 | $281.7 萬 | 0.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 43,554 | $273.1 萬 | 0.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,171 | $272.4 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,333 | $270.0 萬 | 0.5% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 95,448 | $250.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,691 | $245.7 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,810 | $225.5 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,002 | $223.8 萬 | 0.4% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 60,120 | $208.9 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,227 | $207.2 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 32,115 | $206.7 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,627 | $198.5 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 962 | $198.4 萬 | 0.4% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 8,200 | $194.9 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 19,175 | $185.1 萬 | 0.3% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 31,394 | $183.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 34,597 | $177.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,358 | $172.8 萬 | 0.3% | – | – | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 20,141 | $171.7 萬 | 0.3% | – | – | – |
| TVTYTivity Health, Inc. | COM | 75,810 | $169.2 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,645 | $162.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 11,358 | $153.2 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 8,002 | $148.2 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,601 | $140.4 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 39,231 | $139.5 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 58,223 | $132.8 萬 | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,802 | $127.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,755 | $123.5 萬 | 0.2% | – | – | – |
| CSXCSX Corp | Stock | 11,831 | $114.1 萬 | 0.2% | – | – | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 28,383 | $113.2 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 15,065 | $113.0 萬 | 0.2% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 11,787 | $112.5 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,268 | $111.5 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,853 | $109.7 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,945 | $109.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 14,338 | $108.8 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,572 | $106.9 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 20,508 | $106.0 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,695 | $105.9 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 5,640 | $104.1 萬 | 0.2% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,945 | $98.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,583 | $97.1 萬 | 0.2% | – | – | 歷史 |
| DBOInvesco DB Oil Fund | OIL FD | 91,851 | $96.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,962 | $96.3 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 6,974 | $94.7 萬 | 0.2% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Beyond Meat Inc08862E909 | CALL | – | $4.40 萬 |