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WealthShield Partners, LLC

SEC CIK
0001729303
最新申報
2026/8/12

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/6 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
764
較 2021 年第 1 季 −407
總值
$6.38 億
較 2021 年第 1 季 +$9,016 萬 (+16.4%)
申報日
2021/8/6
SEC
WealthShield Partners, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WUWestern Union COStock445$1.00 萬<0.1%+95+27.1%加碼歷史
VTRSViatris IncStock734$1.00 萬<0.1%−12−1.6%減碼歷史
Global X FDS37954Y848GLOBAL X SILVER240$1.00 萬<0.1%00.0%不變–
LYBLyondellBasell Industries N.V.SHS - A -100$1.00 萬<0.1%00.0%不變歷史
EBAYeBay IncCOM145$1.00 萬<0.1%−159−52.3%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3318$1.00 萬<0.1%+18+6.0%加碼歷史
Healthpeak Properties, Inc.71943U104COM543$1.00 萬<0.1%+43+8.6%加碼–
Pioneer High Income Tr72369H106COM1,072$1.00 萬<0.1%00.0%不變–
BNYBank of New York Mellon CorpStock223$1.10 萬<0.1%−721−76.4%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF346$1.10 萬<0.1%+64+22.7%加碼–
BUDAnheuser-Busch InBev SA/NVADR150$1.10 萬<0.1%00.0%不變歷史
KHCKraft Heinz CoStock280$1.10 萬<0.1%+77+37.9%加碼歷史
TDToronto Dominion BankStock164$1.10 萬<0.1%00.0%不變歷史
STZConstellation Brands, Inc.Stock45$1.10 萬<0.1%+21+87.5%加碼歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW200$1.10 萬<0.1%+200新進–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US179$1.10 萬<0.1%00.0%不變–
ETEnergy Transfer LPCOM UT LTD PTN1,071$1.10 萬<0.1%+200+23.0%加碼歷史
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF220$1.10 萬<0.1%00.0%不變–
Amplify ETF Tr032108102ONLIN RETL ETF85$1.10 萬<0.1%00.0%不變–
INSGInseego Corp.COM1,115$1.10 萬<0.1%00.0%不變歷史
LAZLazard, Inc.SHS A239$1.10 萬<0.1%−78−24.6%減碼歷史
LAMRLamar Advertising CoREIT113$1.20 萬<0.1%00.0%不變歷史
XYZBlock, Inc.CL A49$1.20 萬<0.1%−199−80.2%減碼歷史
DOCHealthpeak Properties, Inc.COM350$1.20 萬<0.1%00.0%不變歷史
OSKOshkosh CorpCOM100$1.20 萬<0.1%00.0%不變歷史
RACEFerrari N.V.COM57$1.20 萬<0.1%+27+90.0%加碼歷史
DLRDigital Realty Trust, Inc.COM79$1.20 萬<0.1%+27+51.9%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD500$1.20 萬<0.1%00.0%不變–
GHGuardant Health, Inc.COM97$1.20 萬<0.1%+10+11.5%加碼歷史
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH162,437$1.20 萬<0.1%+162,268+96,016.6%加碼–
BBBLACKBERRY LtdCOM1,000$1.20 萬<0.1%−283−22.1%減碼歷史
TUTelus CorpCOM542$1.20 萬<0.1%00.0%不變歷史
XELAExela Technologies, Inc.COM NEW5,000$1.20 萬<0.1%+5,000新進歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP253$1.20 萬<0.1%00.0%不變歷史
NUANNuance Communications, Inc.COM223$1.20 萬<0.1%00.0%不變歷史
WBTWelbilt, Inc.COM500$1.20 萬<0.1%00.0%不變歷史
APTVAptiv PLCSHS75$1.20 萬<0.1%−100−57.1%減碼歷史
VFCV F CorpStock164$1.30 萬<0.1%−283−63.3%減碼歷史
NIEVirtus Equity & Convertible Income FundCOM434$1.30 萬<0.1%+5+1.2%加碼歷史
LYFTLyft, Inc.CL A COM216$1.30 萬<0.1%+6+2.9%加碼歷史
AGFirst Majestic Silver CorpCOM800$1.30 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL288$1.30 萬<0.1%00.0%不變–
IMAXImax CorpCOM600$1.30 萬<0.1%+600新進歷史
IDAIdacorp IncCOM138$1.30 萬<0.1%−51−27.0%減碼歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF411$1.30 萬<0.1%00.0%不變–
TKRTimken CoCOM157$1.30 萬<0.1%00.0%不變歷史
iShares Tr464288448INTL SEL DIV ETF400$1.30 萬<0.1%00.0%不變–
OWLBlue Owl Capital Inc.COM CL A1,000$1.30 萬<0.1%+1,000新進歷史
DGXQuest Diagnostics IncCOM96$1.30 萬<0.1%00.0%不變歷史
MTWManitowoc Co IncCOM NEW525$1.30 萬<0.1%+400+320.0%加碼歷史
ZNGAZynga IncCL A1,235$1.30 萬<0.1%−1,239−50.1%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR860$1.40 萬<0.1%00.0%不變歷史
LUMNLumen Technologies, Inc.Stock1,020$1.40 萬<0.1%00.0%不變歷史
WABWestinghouse Air Brake Technologies CorpStock168$1.40 萬<0.1%+133+380.0%加碼歷史
EIXEdison InternationalStock250$1.40 萬<0.1%00.0%不變歷史
PIIPolaris Inc.Stock102$1.40 萬<0.1%−1,152−91.9%減碼歷史
KMXCarMax IncCOM105$1.40 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF305$1.40 萬<0.1%−40−11.6%減碼–
PCNPIMCO Corporate & Income Strategy FundCOM733$1.40 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R860NASDAQ BK ETF440$1.40 萬<0.1%00.0%不變–
IRIngersoll Rand Inc.COM291$1.40 萬<0.1%00.0%不變歷史
CHPTChargePoint Holdings, Inc.COM CL A400$1.40 萬<0.1%+400新進歷史
Schwab U.S. Small-Cap ETF808524607ETF148$1.50 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF61$1.50 萬<0.1%00.0%不變–
Fidelity MSCI Materials Index ETF316092881ETF320$1.50 萬<0.1%00.0%不變–
ADIAnalog Devices IncStock87$1.50 萬<0.1%00.0%不變歷史
UBERUber Technologies, IncStock292$1.50 萬<0.1%+7+2.5%加碼歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH540$1.50 萬<0.1%00.0%不變–
WDAYWorkday, Inc.CL A64$1.50 萬<0.1%−3,881−98.4%減碼歷史
BKHBlack Hills CorpCOM224$1.50 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW314$1.50 萬<0.1%00.0%不變–
TRPTC Energy CorpCOM304$1.50 萬<0.1%−123−28.8%減碼歷史
RFRegions Financial CorpCOM756$1.50 萬<0.1%00.0%不變歷史
IPGInterpublic Group of Companies, Inc.COM468$1.50 萬<0.1%00.0%不變歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,206$1.50 萬<0.1%+18+1.5%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF152$1.60 萬<0.1%−67−30.6%減碼–
BROBrown & Brown, Inc.Stock300$1.60 萬<0.1%00.0%不變歷史
METMetlife IncStock265$1.60 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock45$1.60 萬<0.1%+25+125.0%加碼歷史
MASMasco CorpCOM278$1.60 萬<0.1%+165+146.0%加碼歷史
ALVAutoliv IncCOM163$1.60 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock44$1.70 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock640$1.70 萬<0.1%−32−4.8%減碼歷史
RHPRyman Hospitality Properties, Inc.COM217$1.70 萬<0.1%+217新進歷史
AMPAmeriprise Financial IncCOM69$1.70 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W406US AI ENHANCED175$1.70 萬<0.1%00.0%不變–
HPEHewlett Packard Enterprise CoCOM1,132$1.70 萬<0.1%−674−37.3%減碼歷史
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY343$1.70 萬<0.1%00.0%不變–
CNACna Financial CorpCOM376$1.70 萬<0.1%+376新進歷史
FABCFabric.AI, Inc.COM3,521$1.70 萬<0.1%00.0%不變歷史
BBBY20230930-DK-Butterfly-1, Inc.COM518$1.70 萬<0.1%−775−59.9%減碼歷史
XUnited States Steel CorpCOM706$1.70 萬<0.1%+700+11,666.7%加碼歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM1,248$1.70 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R804ST STR R1K LOWV132$1.80 萬<0.1%00.0%不變–
CNPCenterpoint Energy IncCOM737$1.80 萬<0.1%−173−19.0%減碼歷史
MOSMosaic CoCOM571$1.80 萬<0.1%+571新進歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX418$1.80 萬<0.1%00.0%不變–
MGAMagna International IncCOM193$1.80 萬<0.1%−50−20.6%減碼歷史
GRMNGarmin LtdSHS124$1.80 萬<0.1%00.0%不變歷史
PINCPremier, Inc.CL A521$1.80 萬<0.1%00.0%不變歷史

2021 年第 1 季之後清倉（485 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 485 檔。

WealthShield Partners, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
Vanguard World FD921910816MEGA GRWTH IND38,943$806.4 萬1.5%–
Vanguard World FD921910840MEGA CAP VAL ETF66,882$636.7 萬1.2%–
Vanguard Information Technology ETF92204A702ETF12,598$451.6 萬0.8%–
iShares Tr464288174GL TIMB FORE ETF20,141$171.7 萬0.3%–
TVTYTivity Health, Inc.COM75,810$169.2 萬0.3%歷史
Global X FDS37954Y830GLOBAL X COPPER39,231$139.5 萬0.3%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,755$123.5 萬0.2%–
FNDFloor & Decor Holdings, Inc.CL A11,787$112.5 萬0.2%歷史
DBEInvesco DB Energy FundENERGY FD67,492$88.1 萬0.2%歷史
New York Life Invts Active E45409F843MACK MU INSD ETF28,970$78.8 萬0.1%–
WisdomTree Tr97717Y683ENHNCD CMMDTY ST37,130$74.5 萬0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF10,903$69.8 萬0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF6,191$50.6 萬0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,073$44.6 萬0.1%–
Signature BK New York N Y82669G104COM1,695$38.2 萬0.1%–
AQUAEvoqua Water Technologies Corp.COM14,378$37.8 萬0.1%歷史
IIIVi3 Verticals, Inc.COM CL A11,654$36.3 萬0.1%歷史
PINGPing Identity Holding Corp.COM15,731$34.5 萬0.1%歷史
PEverpure, Inc.CL A15,697$33.8 萬0.1%歷史
ECHOEchoStar CORPCL A13,893$33.3 萬0.1%歷史
FANGDiamondback Energy, Inc.Stock4,423$32.3 萬0.1%歷史
RWTRedwood Trust IncCOM31,069$32.3 萬0.1%歷史
RNGRingCentral, Inc.CL A1,056$31.5 萬0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1911$30.1 萬0.1%歷史
GLDSPDR Gold TrustETF1,877$30.0 萬0.1%歷史
ChemoCentryx, Inc.16383L106COM5,676$29.1 萬0.1%–
UNITUniti Group Inc.COM24,172$26.7 萬<0.1%歷史
MDCSekisui House U.S., Inc.COM3,724$22.0 萬<0.1%歷史
TGTXTG Therapeutics, Inc.COM4,500$21.7 萬<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF3,154$21.6 萬<0.1%–
ROKURoku, IncCOM CL A557$18.1 萬<0.1%歷史
BSYBentley Systems IncCOM CL B3,751$17.6 萬<0.1%歷史
HZOMarinemax IncCOM3,182$15.7 萬<0.1%歷史
RRXRegal Rexnord CorpCOM1,086$15.5 萬<0.1%歷史
MMSMaximus, Inc.COM2,442$14.5 萬<0.1%歷史
BSCLBILI Social International, Inc.BULSHS 2021 CB6,697$14.2 萬<0.1%歷史
MELIMercadolibre IncCOM96$14.1 萬<0.1%歷史
ESIElement Solutions IncCOM7,684$14.1 萬<0.1%歷史
MSMorgan StanleyStock1,684$13.0 萬<0.1%歷史
XLNXXilinx IncCOM1,041$12.9 萬<0.1%歷史
iShares S&P 500 Value ETF464287408ETF889$12.6 萬<0.1%–
Pacer Trendpilot US Mid Cap ETF69374H204ETF3,432$11.9 萬<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF1,500$11.8 萬<0.1%–
iShares Core High Dividend ETF46429B663ETF1,150$10.9 萬<0.1%–
BIDUBaidu, Inc.ADR480$10.4 萬<0.1%歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT2,988$10.2 萬<0.1%–
Pacer Trendpilot International ETF69374H683ETF3,553$9.80 萬<0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF1,557$8.70 萬<0.1%–
GSGoldman Sachs Group IncStock253$8.30 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock577$8.10 萬<0.1%歷史
KSUKansas City SouthernCOM NEW306$8.10 萬<0.1%歷史
WDWalker & Dunlop, Inc.COM760$7.80 萬<0.1%歷史
EXPEExpedia Group, Inc.Stock380$6.50 萬<0.1%歷史
ZSZscaler, Inc.Stock350$6.00 萬<0.1%歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF700$6.00 萬<0.1%–
NICENICE Ltd.SPONSORED ADR275$6.00 萬<0.1%歷史
ARGXArgenx SESPONSORED ADR208$5.70 萬<0.1%歷史
SBACSba Communications CorpCL A200$5.60 萬<0.1%歷史
MKCMcCormick & Co IncStock586$5.20 萬<0.1%歷史
iShares Tr464288182MSCI AC ASIA ETF549$5.10 萬<0.1%–
iShares Inc464286475EM MKT SM-CP ETF890$5.10 萬<0.1%–
CLFCleveland-Cliffs Inc.COM2,282$4.60 萬<0.1%歷史
AALAmerican Airlines Group Inc.Stock1,903$4.50 萬<0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF536$4.20 萬<0.1%–
PHMPultegroup IncCOM794$4.20 萬<0.1%歷史
ABNBAirbnb, Inc.Stock220$4.10 萬<0.1%歷史
EMNEastman Chemical CoStock359$4.00 萬<0.1%歷史
First Tr Exchange-Traded Alp33734K109COM SHS500$4.00 萬<0.1%–
HUBSHubSpot IncCOM89$4.00 萬<0.1%歷史
TCF Finl Corp872307103COM831$3.90 萬<0.1%–
NTAPNetApp, Inc.Stock507$3.70 萬<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF270$3.60 萬<0.1%–
SGISomnigroup International Inc.COM1,000$3.60 萬<0.1%歷史
iShares Tr46435G193ESG AWRE USD ETF1,308$3.50 萬<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,000$3.50 萬<0.1%歷史
DKNGDraftKings Inc.COM CL A549$3.40 萬<0.1%歷史
DTEDte Energy CoCOM250$3.30 萬<0.1%歷史
SPSP Plus CorpCOM1,000$3.30 萬<0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A992$3.20 萬<0.1%歷史
WTMWhite Mountains Insurance Group LtdCOM28$3.10 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM401$3.10 萬<0.1%歷史
Flir Sys Inc302445101COM550$3.10 萬<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF257$3.00 萬<0.1%–
CARRCarrier Global CorpStock700$3.00 萬<0.1%歷史
UAAUnder Armour, Inc.Stock1,300$2.90 萬<0.1%歷史
NTNXNutanix, Inc.Stock1,100$2.90 萬<0.1%歷史
HQYHealthequity, Inc.COM433$2.90 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A963$2.90 萬<0.1%歷史
MMYTMakeMyTrip LtdStock881$2.80 萬<0.1%歷史
BF.BBrown Forman CorpStock396$2.70 萬<0.1%歷史
iShares Core MSCI Total International Stock ETF46432F834ETF380$2.70 萬<0.1%–
Colony Cap Inc New19626G108CL A COM4,000$2.60 萬<0.1%–
Pacer Trendpilot 100 ETF69374H303ETF481$2.50 萬<0.1%–
WIXWix.com Ltd.SHS88$2.50 萬<0.1%歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN338$2.50 萬<0.1%歷史
YAlleghany CorpCOM40$2.50 萬<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,763$2.50 萬<0.1%歷史
VMWVmware LLCCL A COM169$2.50 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD188$2.40 萬<0.1%–
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP650$2.20 萬<0.1%–