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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
OXYOccidental Petroleum CorpStock1,039$3.30 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF224$3.30 萬<0.1%+30+15.5%加碼–
ARK ETF Tr00214Q302GENOMIC REV ETF352$3.30 萬<0.1%−115−24.6%減碼–
ALLEAllegion plcORD SHS236$3.30 萬<0.1%00.0%不變歷史
AJGArthur J. Gallagher & Co.COM239$3.30 萬<0.1%+231+2,887.5%加碼歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF1,682$3.30 萬<0.1%00.0%不變–
NTRNutrien Ltd.COM550$3.30 萬<0.1%−88−13.8%減碼歷史
CLNEClean Energy Fuels Corp.COM3,300$3.30 萬<0.1%00.0%不變歷史
AZOAutoZone IncCOM23$3.40 萬<0.1%+17+283.3%加碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP1,353$3.40 萬<0.1%00.0%不變–
TFXTeleflex IncCOM85$3.40 萬<0.1%00.0%不變歷史
CRHCRH Public Ltd CoADR676$3.40 萬<0.1%+55+8.9%加碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,110$3.50 萬<0.1%−81−6.8%減碼–
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF259$3.50 萬<0.1%+259新進–
RPMRPM International IncCOM400$3.50 萬<0.1%00.0%不變歷史
Tata MTRS Ltd876568502SPONSORED ADR1,540$3.50 萬<0.1%+194+14.4%加碼–
SNAPSnap IncStock522$3.60 萬<0.1%+9+1.8%加碼歷史
AMTAmerican Tower CorpREIT133$3.60 萬<0.1%−26−16.4%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF114$3.60 萬<0.1%−401−77.9%減碼–
RIORio Tinto PLCADR430$3.60 萬<0.1%+36+9.1%加碼歷史
LMNDLemonade, Inc.Stock333$3.60 萬<0.1%+21+6.7%加碼歷史
WSOWatsco IncCOM126$3.60 萬<0.1%00.0%不變歷史
iShares Tr46436E759ESG EAFE ETF537$3.60 萬<0.1%00.0%不變–
AAPAdvance Auto Parts IncCOM174$3.60 萬<0.1%+49+39.2%加碼歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM6,114$3.60 萬<0.1%00.0%不變歷史
CTVACorteva, Inc.Stock829$3.70 萬<0.1%−172−17.2%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF471$3.70 萬<0.1%+471新進–
DBCInvesco DB Commodity Index Tracking FundUNIT1,912$3.70 萬<0.1%+212+12.5%加碼歷史
PSAPublic StorageCOM123$3.70 萬<0.1%00.0%不變歷史
TXTernium S.A.SPONSORED ADS959$3.70 萬<0.1%+34+3.7%加碼歷史
SONYSony Group CorpSPONSORED ADR382$3.70 萬<0.1%+25+7.0%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM437$3.70 萬<0.1%00.0%不變歷史
CTXSCitrix Systems IncCOM317$3.70 萬<0.1%−469−59.7%減碼歷史
HYIWestern Asset High Yield Opportunity Fund Inc.COM2,390$3.70 萬<0.1%+361+17.8%加碼歷史
EMBJEmbraer S.A.ADR2,542$3.80 萬<0.1%+2,542新進歷史
PFGPrincipal Financial Group IncCOM601$3.80 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL334$3.80 萬<0.1%00.0%不變–
NOKNokia CorpSPONSORED ADR7,200$3.80 萬<0.1%+100+1.4%加碼歷史
FAMFirst Trust/Abrdn Global Opportunity Income FundCOM SHS3,700$3.80 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM190$3.90 萬<0.1%−748−79.7%減碼歷史
IBNIcici Bank LtdADR2,296$3.90 萬<0.1%+169+7.9%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR506$3.90 萬<0.1%+57+12.7%加碼歷史
SIDNational Steel CoSPONSORED ADR4,463$3.90 萬<0.1%+389+9.5%加碼歷史
CERNCERNER CorpCOM503$3.90 萬<0.1%+62+14.1%加碼歷史
iShares Inc464286426MSCI EM ASIA ETF435$4.00 萬<0.1%00.0%不變–
DHCDiversified Healthcare TrustCOM SH BEN INT9,678$4.00 萬<0.1%+9,378+3,126.0%加碼歷史
MDLZMondelez International, Inc.Stock655$4.10 萬<0.1%+46+7.6%加碼歷史
KMIKinder Morgan, Inc.Stock2,234$4.10 萬<0.1%+200+9.8%加碼歷史
EXCExelon CorpStock930$4.10 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL395$4.10 萬<0.1%00.0%不變–
MLABMesa Laboratories IncCOM150$4.10 萬<0.1%00.0%不變歷史
CXCemex SAB de CVSPON ADR NEW4,926$4.10 萬<0.1%+431+9.6%加碼歷史
COTYCoty Inc.COM CL A4,350$4.10 萬<0.1%+350+8.8%加碼歷史
PGRProgressive CorpStock430$4.20 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX810$4.20 萬<0.1%−28−3.3%減碼–
VRTXVertex Pharmaceuticals IncStock466$4.30 萬<0.1%+344+282.0%加碼歷史
AWKAmerican Water Works Company, Inc.Stock282$4.30 萬<0.1%+50+21.6%加碼歷史
LOGILogitech International S.A.SHS355$4.30 萬<0.1%+31+9.6%加碼歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG1,428$4.30 萬<0.1%+612+75.0%加碼–
TMToyota Motor CorpADS244$4.30 萬<0.1%+200+454.5%加碼歷史
EHIWestern Asset Global High Income Fund Inc.COM4,029$4.30 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Value ETF808524409ETF643$4.40 萬<0.1%+118+22.5%加碼–
QRVOQorvo, Inc.Stock225$4.40 萬<0.1%+200+800.0%加碼歷史
WORKSlack Technologies, Inc.COM CL A1,000$4.40 萬<0.1%00.0%不變歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF1,394$4.50 萬<0.1%−133−8.7%減碼–
CECelanese CorpStock300$4.50 萬<0.1%00.0%不變歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR3,196$4.50 萬<0.1%−2,914−47.7%減碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR2,669$4.50 萬<0.1%+240+9.9%加碼歷史
iShares Tr4642881253YRTB ETF–$4.50 萬<0.1%–––
iShares Tr46435G516ESG AW MSCI EAFE575$4.50 萬<0.1%+50+9.5%加碼–
EOTEaton Vance National Municipal Opportunities TrustCOM SHS2,003$4.50 萬<0.1%00.0%不變歷史
UGIUgi CorpStock1,000$4.60 萬<0.1%00.0%不變歷史
WELLWelltower Inc.REIT541$4.60 萬<0.1%+37+7.3%加碼歷史
EATBrinker International, IncStock742$4.60 萬<0.1%00.0%不變歷史
Vanguard Utilities ETF92204A876ETF396$4.60 萬<0.1%+121+44.0%加碼–
OKEONEOK IncCOM1,013$4.60 萬<0.1%00.0%不變歷史
HIMXHimax Technologies, Inc.SPONSORED ADR2,747$4.60 萬<0.1%+2,747新進歷史
EWEdwards Lifesciences CorpStock449$4.70 萬<0.1%+449新進歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF634$4.70 萬<0.1%−5,010−88.8%減碼–
Managed Portfolio Series46143U849KNWLDL LD ETF1,012$4.70 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL786$4.80 萬<0.1%−92,883−99.2%減碼–
TGTTarget CorpStock203$4.90 萬<0.1%+203新進歷史
SAPSAP SEADR351$4.90 萬<0.1%+84+31.5%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET701$4.90 萬<0.1%00.0%不變–
PPLPPL CorpCOM1,741$4.90 萬<0.1%+2+0.1%加碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM1,805$4.90 萬<0.1%+226+14.3%加碼歷史
iShares Tr464288257MSCI ACWI ETF485$4.90 萬<0.1%+1+0.2%加碼–
TRMBTrimble Inc.COM600$4.90 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF1,042$4.90 萬<0.1%−1−0.1%減碼–
TDOCTeladoc Health, Inc.COM294$4.90 萬<0.1%+163+124.4%加碼歷史
ABBNYABB LtdSPONSORED ADR1,442$4.90 萬<0.1%+288+25.0%加碼歷史
Innovator ETFs Tr45782C102IBD 50 ETF1,069$5.00 萬<0.1%−659−38.1%減碼–
AMGNAmgen IncStock211$5.10 萬<0.1%−1,209−85.1%減碼歷史
CAHCardinal Health IncStock896$5.10 萬<0.1%−1,846−67.3%減碼歷史
HIXWestern Asset High Income Fund II Inc.COM7,096$5.10 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL1,660$5.20 萬<0.1%00.0%不變–
DALDelta Air Lines, Inc.COM NEW1,221$5.30 萬<0.1%+99+8.8%加碼歷史
PINSPinterest, Inc.CL A670$5.30 萬<0.1%+277+70.5%加碼歷史
DOCUDocuSign, Inc.Stock192$5.40 萬<0.1%−200−51.0%減碼歷史
WPCW. P. Carey Inc.COM728$5.40 萬<0.1%+525+258.6%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%–