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Livermore
Livermore
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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
PRMWPrimo Water CorpCOM1,050$1.80 萬<0.1%+1,050新進歷史
VanEck Semiconductor ETF92189F676ETF73$1.90 萬<0.1%−28,607−99.7%減碼–
RQICohen & Steers Quality Income Realty Fund IncCEF1,226$1.90 萬<0.1%00.0%不變歷史
FNFFidelity National Financial, Inc.COM SHS437$1.90 萬<0.1%00.0%不變歷史
TPBTurning Point Brands, Inc.COM413$1.90 萬<0.1%+1+0.2%加碼歷史
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM74$1.90 萬<0.1%+74新進歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW389$1.90 萬<0.1%+34+9.6%加碼歷史
iShares Tr46434V282U S EQUITY FACTR443$1.90 萬<0.1%00.0%不變–
PESIPerma Fix Environmental Services IncCOM NEW2,683$1.90 萬<0.1%00.0%不變歷史
RPDRapid7, Inc.COM200$1.90 萬<0.1%00.0%不變歷史
EXASExact Sciences CorpCOM155$1.90 萬<0.1%+2+1.3%加碼歷史
VTRVentas, Inc.REIT348$2.00 萬<0.1%+1+0.3%加碼歷史
PLLPiedmont Lithium Inc.Stock252$2.00 萬<0.1%+200+384.6%加碼歷史
NVTnVent Electric plcSHS636$2.00 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock86$2.10 萬<0.1%−1,931−95.7%減碼歷史
ROKRockwell Automation, IncStock74$2.10 萬<0.1%00.0%不變歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF371$2.10 萬<0.1%+371新進–
First Tr Exchange-Traded Alp33735J101COM SHS320$2.10 萬<0.1%00.0%不變–
Global X FDS37954Y657US PFD ETF815$2.10 萬<0.1%+815新進–
FEFirstenergy CorpCOM560$2.10 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH122$2.10 萬<0.1%+122新進–
PDTJohn Hancock Premium Dividend FundCOM SH BEN INT1,263$2.10 萬<0.1%00.0%不變歷史
WPRTWestport Fuel Systems Inc.COM NEW4,000$2.10 萬<0.1%+4,000新進歷史
TELTE Connectivity plcREG SHS157$2.10 萬<0.1%+13+9.0%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF292$2.20 萬<0.1%+292新進–
iShares Tr464288430ASIA 50 ETF235$2.20 萬<0.1%−32,752−99.3%減碼–
KRGKite Realty Group TrustCOM NEW1,000$2.20 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A323$2.20 萬<0.1%+1+0.3%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN475$2.20 萬<0.1%00.0%不變歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN1,112$2.20 萬<0.1%+1+0.1%加碼–
DOWDow Inc.Stock355$2.30 萬<0.1%−278−43.9%減碼歷史
First Tr Exchange Traded FD33734X143HLTH CARE ALPH200$2.30 萬<0.1%+200新進–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN632$2.30 萬<0.1%00.0%不變–
iShares Tr464288570ESG MSCI KLD ETF279$2.30 萬<0.1%−234−45.6%減碼–
SPDR Series Trust78468R887ST STR R2K LOWV200$2.30 萬<0.1%00.0%不變–
ALGNAlign Technology IncCOM38$2.30 萬<0.1%+10+35.7%加碼歷史
WOLFWolfspeed, Inc.COM233$2.30 萬<0.1%00.0%不變歷史
EDFVirtus Stone Harbor Emerging Markets Income FundCOM2,648$2.30 萬<0.1%00.0%不變歷史
APLEApple Hospitality REIT, Inc.REIT1,600$2.40 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Bond ETF921937819ETF266$2.40 萬<0.1%+266新進–
KLACKLA CorpCOM NEW75$2.40 萬<0.1%+1+1.4%加碼歷史
INGING Groep NVSPONSORED ADR1,823$2.40 萬<0.1%+1,823新進歷史
iShares Tr464287697U.S. UTILITS ETF306$2.40 萬<0.1%00.0%不變–
CIKCredit Suisse Asset Management Income Fund, Inc.COM6,749$2.40 萬<0.1%00.0%不變歷史
APPNAppian CorpCL A172$2.40 萬<0.1%00.0%不變歷史
AGDabrdn Global Dynamic Dividend FundCOM2,000$2.40 萬<0.1%00.0%不變歷史
Companhia Brasileira de Dist20440T300SPONSORED ADR3,124$2.40 萬<0.1%+3,124新進–
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X1,000$2.40 萬<0.1%+1,000新進–
SKMSK Telecom Co LtdSPONSORED ADR770$2.40 萬<0.1%+770新進歷史
GENGen Digital Inc.Stock914$2.50 萬<0.1%00.0%不變歷史
iShares Tr464289867CORE 60 BALA ETF449$2.50 萬<0.1%00.0%不變–
TSLXSixth Street Specialty Lending, Inc.COM1,127$2.50 萬<0.1%−62−5.2%減碼歷史
FAXAbrdn Asia-Pacific Income Fund, Inc.COM5,714$2.50 萬<0.1%00.0%不變歷史
TTETotalEnergies SESPONSORED ADS544$2.50 萬<0.1%+544新進歷史
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT576$2.60 萬<0.1%+376+188.0%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF500$2.70 萬<0.1%+200+66.7%加碼–
LHXL3HARRIS Technologies, Inc.Stock123$2.70 萬<0.1%+40+48.2%加碼歷史
PANWPalo Alto Networks IncStock73$2.70 萬<0.1%00.0%不變歷史
State Street SPDR S&P Biotech ETF78464A870ETF200$2.70 萬<0.1%−21,876−99.1%減碼–
ETREntergy CorpCOM271$2.70 萬<0.1%+175+182.3%加碼歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT6,669$2.70 萬<0.1%−300−4.3%減碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR251$2.70 萬<0.1%+217+638.2%加碼歷史
iShares Tr464287341GLOBAL ENERG ETF1,000$2.70 萬<0.1%00.0%不變–
BCYCBicycle Therapeutics PLCSPONSORED ADS879$2.70 萬<0.1%+879新進歷史
FVRRFiverr International Ltd.ORD SHS111$2.70 萬<0.1%−45−28.8%減碼歷史
GDOWestern Asset Global Corporate Opportunity Fund Inc.COM1,454$2.70 萬<0.1%+450+44.8%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM50$2.80 萬<0.1%00.0%不變歷史
VOYAVoya Financial, Inc.COM450$2.80 萬<0.1%00.0%不變歷史
iShares Tr46435G268RUSEL 2500 ETF428$2.80 萬<0.1%+428新進–
iShares Inc464286525MSCI GBL MIN VOL273$2.80 萬<0.1%−289−51.4%減碼–
SSLSasol LtdSPONSORED ADR1,810$2.80 萬<0.1%+1,810新進歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST1,373$2.80 萬<0.1%−125−8.3%減碼–
Translate Bio, Inc.89374L104COM1,000$2.80 萬<0.1%00.0%不變–
INTUIntuit Inc.Stock59$2.90 萬<0.1%+14+31.1%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD5,568$2.90 萬<0.1%+4,568+456.8%加碼–
Global X FDS37954Y483NASDAQ 100 COVER1,310$2.90 萬<0.1%00.0%不變–
SQMChemical & Mining Co of Chile IncSPON ADR SER B603$2.90 萬<0.1%+54+9.8%加碼歷史
PEGPublic Service Enterprise Group IncCOM480$2.90 萬<0.1%−114−19.2%減碼歷史
TSTenaris SASPONSORED ADS1,332$2.90 萬<0.1%+1,332新進歷史
WDCWestern Digital CorpCOM411$2.90 萬<0.1%00.0%不變歷史
HDBHDFC Bank LtdSPONSORED ADS396$2.90 萬<0.1%+34+9.4%加碼歷史
Schwab International Equity ETF808524805ETF768$3.00 萬<0.1%−50−6.1%減碼–
JCIJohnson Controls International plcStock439$3.00 萬<0.1%+228+108.1%加碼歷史
AONAon plcCL A126$3.00 萬<0.1%+96+320.0%加碼歷史
HTHTH World Group LtdSPONSORED ADS573$3.00 萬<0.1%+50+9.6%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF615$3.00 萬<0.1%−1−0.2%減碼–
KTKT CorpSPONSORED ADR2,176$3.00 萬<0.1%+2,176新進歷史
WTRGEssential Utilities, Inc.COM660$3.00 萬<0.1%00.0%不變歷史
UTFCohen & Steers Infrastructure Fund IncCOM1,032$3.00 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock165$3.10 萬<0.1%+62+60.2%加碼歷史
BIIBBiogen Inc.COM89$3.10 萬<0.1%+8+9.9%加碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,222$3.10 萬<0.1%00.0%不變歷史
ZTRVirtus Total Return Fund Inc.COM3,189$3.10 萬<0.1%00.0%不變歷史
Adamas Trust, Inc.649604501COM PAR $.027,000$3.10 萬<0.1%00.0%不變–
AESAES CorpStock1,245$3.20 萬<0.1%00.0%不變歷史
CCKCrown Holdings, Inc.COM291$3.20 萬<0.1%+91+45.5%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD2,256$3.20 萬<0.1%+2,256新進歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF591$3.20 萬<0.1%00.0%不變–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR5,161$3.20 萬<0.1%+667+14.8%加碼歷史
MTArcelorMittalNY REGISTRY SH1,026$3.20 萬<0.1%+94+10.1%加碼歷史

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%–