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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
iShares Tr46435U663ESG AWARE MSCI1,332$5.40 萬<0.1%+364+37.6%加碼–
IPInternational Paper CoCOM876$5.40 萬<0.1%+650+287.6%加碼歷史
DACDanaos CorpSHS702$5.40 萬<0.1%+96+15.8%加碼歷史
SYKStryker CorpStock213$5.50 萬<0.1%+6+2.9%加碼歷史
CLColgate Palmolive CoStock675$5.50 萬<0.1%+85+14.4%加碼歷史
BKNGBooking Holdings Inc.Stock25$5.50 萬<0.1%+12+92.3%加碼歷史
iShares Tr46432F370MSCI USA SZE FT423$5.50 萬<0.1%00.0%不變–
iShares Tr46436E7180-3 MTH TREASURY–$5.50 萬<0.1%–新進–
NTRSNorthern Trust CorpCOM472$5.50 萬<0.1%00.0%不變歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF1,123$5.60 萬<0.1%+770+218.1%加碼–
WisdomTree Tr97717W604US SMALLCAP DIVD1,765$5.60 萬<0.1%+1,666+1,682.8%加碼–
TMUST-Mobile US, Inc.Stock396$5.70 萬<0.1%−48−10.8%減碼歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF1,994$5.70 萬<0.1%−15−0.7%減碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV993$5.70 萬<0.1%00.0%不變–
ANSSAnsys IncCOM165$5.70 萬<0.1%+2+1.2%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF1,435$5.80 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock811$5.80 萬<0.1%+7+0.9%加碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR–$5.80 萬<0.1%–––
FLCFlaherty & Crumrine Total Return Fund IncCOM2,405$5.90 萬<0.1%00.0%不變歷史
VLOValero Energy CorpStock774$6.00 萬<0.1%−65−7.7%減碼歷史
DELLDell Technologies Inc.Stock597$6.00 萬<0.1%−611−50.6%減碼歷史
FCXFreeport-McMoran IncStock1,613$6.00 萬<0.1%+300+22.8%加碼歷史
ACNAccenture plcStock203$6.00 萬<0.1%+86+73.5%加碼歷史
CCitigroup IncStock851$6.00 萬<0.1%+494+138.4%加碼歷史
IRMIron Mountain IncCOM1,409$6.00 萬<0.1%−248−15.0%減碼歷史
WYWeyerhaeuser CoCOM NEW1,734$6.00 萬<0.1%+1,600+1,194.0%加碼歷史
SNYSanofiSPONSORED ADR1,144$6.00 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF795$6.00 萬<0.1%+795新進–
BNTXBioNTech SESPONSORED ADS270$6.00 萬<0.1%+35+14.9%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR1,556$6.10 萬<0.1%−4−0.3%減碼歷史
YUMYum Brands IncStock543$6.20 萬<0.1%+48+9.7%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF1,716$6.20 萬<0.1%−32−1.8%減碼–
AWRAmerican States Water CoCOM779$6.20 萬<0.1%00.0%不變歷史
ProShares Tr74347B425SHORT S&P 500 NE4,000$6.20 萬<0.1%+4,000新進–
MNSTMonster Beverage CorpCOM694$6.30 萬<0.1%+8+1.2%加碼歷史
EPDEnterprise Products Partners L.P.Stock2,634$6.40 萬<0.1%−21−0.8%減碼歷史
NNNNNN REIT, Inc.REIT1,373$6.40 萬<0.1%+1,145+502.2%加碼歷史
ORealty Income CorpREIT956$6.40 萬<0.1%+84+9.6%加碼歷史
FFord Motor CoStock4,377$6.50 萬<0.1%−530−10.8%減碼歷史
MRNAModerna, Inc.Stock278$6.50 萬<0.1%+22+8.6%加碼歷史
LLYEli Lilly & CoStock284$6.50 萬<0.1%00.0%不變歷史
HPQHP IncStock2,156$6.50 萬<0.1%+518+31.6%加碼歷史
GLWCorning IncCOM1,599$6.50 萬<0.1%−158−9.0%減碼歷史
CHICalamos Convertible Opportunities & Income FundSH BEN INT4,279$6.50 萬<0.1%00.0%不變歷史
Schwab U.S. Broad Market ETF808524102ETF630$6.60 萬<0.1%+81+14.8%加碼–
PAYXPaychex IncStock628$6.70 萬<0.1%+220+53.9%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE1,438$6.70 萬<0.1%+320+28.6%加碼–
VanEck ETF Trust92189H201INTRMDT MUNI ETF1,093$6.70 萬<0.1%+889+435.8%加碼–
NGGNational Grid PLCSPONSORED ADR NE1,045$6.70 萬<0.1%−72−6.4%減碼歷史
TWTRTwitter, Inc.COM973$6.70 萬<0.1%+85+9.6%加碼歷史
DHRDanaher CorpStock252$6.80 萬<0.1%+163+183.1%加碼歷史
XYLXylem Inc.COM575$6.90 萬<0.1%00.0%不變歷史
STXSeagate Technology Holdings plcORD SHS790$6.90 萬<0.1%+2+0.3%加碼歷史
MARMarriott International IncStock513$7.00 萬<0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW1,227$7.20 萬<0.1%−155−11.2%減碼歷史
ASMLASML Holding NVADR106$7.30 萬<0.1%+19+21.8%加碼歷史
iShares Tr46436E619ESG ADVAN ETF1,468$7.30 萬<0.1%+39+2.7%加碼–
SLBSLB LimitedStock2,319$7.40 萬<0.1%−1,512−39.5%減碼歷史
VODVodafone Group Public Ltd CoADR4,306$7.40 萬<0.1%+800+22.8%加碼歷史
CMCanadian Imperial Bank of CommerceCOM652$7.40 萬<0.1%−86−11.7%減碼歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM3,543$7.40 萬<0.1%00.0%不變歷史
ProShares Tr74347B714SHORT QQQ NEW6,000$7.40 萬<0.1%+6,000新進–
PLUGPlug Power IncStock2,206$7.50 萬<0.1%+691+45.6%加碼歷史
FFIVF5, Inc.Stock400$7.50 萬<0.1%00.0%不變歷史
TWLOTwilio IncCL A192$7.60 萬<0.1%+2+1.1%加碼歷史
NSLNuveen Senior Income FundCOM12,978$7.70 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF1,967$7.80 萬<0.1%+666+51.2%加碼–
SHWSherwin Williams CoCOM286$7.80 萬<0.1%+130+83.3%加碼依 3 比 1 拆股換算歷史
DNPDNP Select Income Fund IncCOM7,600$7.90 萬<0.1%+3,600+90.0%加碼歷史
VGRVector Group LtdCOM5,571$7.90 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock274$8.00 萬<0.1%−751−73.3%減碼歷史
OTTROtter Tail CorpCOM1,643$8.00 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX652$8.10 萬<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735K108COM SHS733$8.10 萬<0.1%−1−0.1%減碼–
IFFInternational Flavors & Fragrances IncCOM540$8.10 萬<0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR1,368$8.20 萬<0.1%−180−11.6%減碼歷史
First Tr Exch Traded FD III33739N108MANAGD MUN ETF1,441$8.30 萬<0.1%+1,441新進–
ECLEcolab Inc.Stock409$8.40 萬<0.1%00.0%不變歷史
PNCPNC Financial Services Group, Inc.Stock446$8.50 萬<0.1%−81−15.4%減碼歷史
USALiberty All Star Equity FundSH BEN INT9,409$8.50 萬<0.1%+58+0.6%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,219$8.50 萬<0.1%+1,219新進–
BSXBoston Scientific CorpStock2,039$8.70 萬<0.1%+6+0.3%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD3,771$8.70 萬<0.1%−2,370−38.6%減碼–
HBANHuntington Bancshares IncCOM6,125$8.70 萬<0.1%+2,490+68.5%加碼歷史
Nuveen PFD & Incm Securties67072C105COM8,730$8.70 萬<0.1%+559+6.8%加碼–
WECWec Energy Group, Inc.Stock871$8.90 萬<0.1%+760+684.7%加碼歷史
MUABlackRock Muniassets Fund, Inc.COM5,366$9.00 萬<0.1%+3,000+126.8%加碼歷史
CLXClorox CoStock504$9.10 萬<0.1%00.0%不變歷史
SNOWSnowflake Inc.Stock375$9.10 萬<0.1%+225+150.0%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL2,423$9.10 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD4,409$9.10 萬<0.1%+4,409新進–
WisdomTree Tr97717W505US MIDCAP DIVID2,189$9.20 萬<0.1%00.0%不變–
FASTFastenal CoStock1,783$9.30 萬<0.1%+4+0.2%加碼歷史
TMOThermo Fisher Scientific Inc.Stock187$9.40 萬<0.1%+125+201.6%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM3,412$9.40 萬<0.1%+7+0.2%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,468$9.50 萬<0.1%−191−11.5%減碼–
WMBWilliams Companies, Inc.COM3,612$9.60 萬<0.1%+1,743+93.3%加碼歷史
HONHoneywell International IncCOM436$9.60 萬<0.1%+46+11.8%加碼歷史
PSXPhillips 66Stock1,140$9.80 萬<0.1%−314−21.6%減碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF2,924$9.90 萬<0.1%+765+35.4%加碼–

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%–