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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
BDJBlackRock Enhanced Equity Dividend TrustCOM9,837$10.0 萬<0.1%+600+6.5%加碼歷史
NEMNEWMONT CorpStock1,590$10.1 萬<0.1%+64+4.2%加碼歷史
FISVFiserv IncStock942$10.1 萬<0.1%−521−35.6%減碼歷史
NVSNovartis AGADR1,118$10.2 萬<0.1%−23−2.0%減碼歷史
GWWW.W. Grainger, Inc.Stock232$10.2 萬<0.1%−9−3.7%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF573$10.2 萬<0.1%−27,492−98.0%減碼–
ProShares Tr74347B235PSHS SHORT DOW303,000$10.2 萬<0.1%+3,000新進–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF2,357$10.4 萬<0.1%+115+5.1%加碼–
ARK Innovation ETF00214Q104ETF795$10.4 萬<0.1%+70+9.7%加碼–
GISGeneral Mills IncStock1,743$10.6 萬<0.1%+115+7.1%加碼歷史
iShares MSCI Eafe ETF464287465ETF1,345$10.6 萬<0.1%−12,993−90.6%減碼–
NVAXNovavax IncCOM NEW500$10.6 萬<0.1%00.0%不變歷史
SWKStanley Black & Decker, Inc.COM525$10.8 萬<0.1%+8+1.5%加碼歷史
Invesco QQQ Trust Series I46090E103ETF307$10.9 萬<0.1%+307新進–
Churchill Capital Corp IV171439102CL A3,775$10.9 萬<0.1%+300+8.6%加碼–
TXNTexas Instruments IncStock579$11.1 萬<0.1%−18−3.0%減碼歷史
POOLPool CorpCOM243$11.1 萬<0.1%+243新進歷史
ZIMZIM Integrated Shipping Services Ltd.SHS2,489$11.2 萬<0.1%+2,489新進歷史
ADSKAutodesk, Inc.COM384$11.2 萬<0.1%+29+8.2%加碼歷史
EFXEquifax IncCOM470$11.3 萬<0.1%00.0%不變歷史
CROXCrocs, Inc.COM967$11.3 萬<0.1%−1,263−56.6%減碼歷史
Columbia ETF Tr I19761L508DIVERSIFID FXD5,247$11.3 萬<0.1%+1,526+41.0%加碼–
USBUS Bancorp DECOM NEW2,001$11.4 萬<0.1%+1+0.1%加碼歷史
BLKBlackRock, Inc.COM130$11.4 萬<0.1%+40+44.4%加碼歷史
BCEBce IncCOM NEW2,325$11.5 萬<0.1%+32+1.4%加碼歷史
iShares Select U.S. REIT ETF464287564ETF1,773$11.6 萬<0.1%00.0%不變–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF2,467$11.6 萬<0.1%+6+0.2%加碼–
CICigna GroupStock490$11.6 萬<0.1%+99+25.3%加碼歷史
NLYAnnaly Capital Management IncCOM13,088$11.6 萬<0.1%+12,750+3,772.2%加碼歷史
PATHUiPath, Inc.Stock1,729$11.7 萬<0.1%+1,729新進歷史
PENNPENN Entertainment, Inc.COM1,529$11.7 萬<0.1%+1,029+205.8%加碼歷史
GEGeneral Electric CoCOM8,663$11.7 萬<0.1%−7,172−45.3%減碼歷史
iShares Tr464287770U.S. FIN SVC ETF650$12.0 萬<0.1%−27−4.0%減碼–
SPDR Series Trust78468R408ST TERM HIGH ETF4,399$12.1 萬<0.1%−1,687−27.7%減碼–
ASOAcademy Sports & Outdoors, Inc.COM2,957$12.2 萬<0.1%−3,958−57.2%減碼歷史
MMM3M CoStock618$12.3 萬<0.1%−45−6.8%減碼歷史
CUECue Biopharma, Inc.COM10,535$12.3 萬<0.1%+10,535新進歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH2,441$12.4 萬<0.1%+820+50.6%加碼歷史
KLICKulicke & Soffa Industries IncCOM2,050$12.5 萬<0.1%+2,050新進歷史
TTDTrade Desk, Inc.Stock1,655$12.8 萬<0.1%+795+92.4%加碼依 10 比 1 拆股換算歷史
Nushares ETF Tr67092P870NUVEEN ESG US4,976$13.0 萬<0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock1,395$13.1 萬<0.1%+461+49.4%加碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF2,615$13.1 萬<0.1%+2,615新進–
CCICrown Castle Inc.REIT679$13.2 萬<0.1%+77+12.8%加碼歷史
ALBAlbemarle CorpStock794$13.4 萬<0.1%−924−53.8%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,764$13.4 萬<0.1%−308−10.0%減碼–
APTOAptose Biosciences Inc.COM NEW40,726$13.5 萬<0.1%+40,726新進歷史
CVSCVS Health CorpStock1,632$13.6 萬<0.1%−5,298−76.5%減碼歷史
ZZillow Group, Inc.CL C CAP STK1,120$13.7 萬<0.1%+1,120新進歷史
PPGPPG Industries IncStock814$13.8 萬<0.1%−828−50.4%減碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,983$13.8 萬<0.1%−77,715−97.5%減碼依 2 比 1 拆股換算–
ITWIllinois Tool Works IncStock625$14.0 萬<0.1%+137+28.1%加碼歷史
ADPAutomatic Data Processing IncStock704$14.0 萬<0.1%−594−45.8%減碼歷史
GSHDGoosehead Insurance, Inc.COM CL A1,100$14.0 萬<0.1%+1,100新進歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF2,189$14.3 萬<0.1%−111,250−98.1%減碼–
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR5,000$14.3 萬<0.1%+5,000新進–
SOSouthern CoStock2,379$14.4 萬<0.1%+10.0%加碼歷史
BABAAlibaba Group Holding LtdADR633$14.4 萬<0.1%−169−21.1%減碼歷史
ZMZoom Communications, Inc.Stock373$14.4 萬<0.1%+102+37.6%加碼歷史
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT14,204$14.4 萬<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF599$14.7 萬<0.1%+599新進–
LINLinde PLCSHS509$14.7 萬<0.1%−6−1.2%減碼歷史
ENBEnbridge IncStock3,698$14.8 萬<0.1%+718+24.1%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,228$14.8 萬<0.1%+700+132.6%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,036$14.8 萬<0.1%+1,976+95.9%加碼–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX742$14.8 萬<0.1%+742新進–
WMWaste Management IncStock1,079$15.1 萬<0.1%+48+4.7%加碼歷史
BPBP PLCADR5,701$15.1 萬<0.1%+20.0%加碼歷史
FBNCFirst BancorpCOM3,706$15.2 萬<0.1%+13+0.4%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF3,224$15.3 萬<0.1%−17−0.5%減碼–
iShares Tr46435U853BROAD USD HIGH3,682$15.4 萬<0.1%+102+2.8%加碼–
Schwab International Small-Cap Equity ETF808524888ETF3,732$15.5 萬<0.1%+3,732新進–
AMATApplied Materials IncStock1,099$15.6 萬<0.1%+207+23.2%加碼歷史
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG5,777$15.8 萬<0.1%+5,377+1,344.3%加碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF3,581$15.9 萬<0.1%+2,565+252.5%加碼–
iShares Russell 1000 Value ETF464287598ETF1,037$16.4 萬<0.1%00.0%不變–
AXPAmerican Express CoStock582$16.6 萬<0.1%+31+5.6%加碼歷史
BXBlackstone Inc.COM1,718$16.7 萬<0.1%00.0%不變歷史
GILDGilead Sciences, Inc.Stock2,437$16.8 萬<0.1%+739+43.5%加碼歷史
FDXFedEx CorpStock568$16.9 萬<0.1%00.0%不變歷史
MDYSPDR S&P Midcap 400 ETF TrustETF345$16.9 萬<0.1%+23+7.1%加碼歷史
LUVSouthwest Airlines CoCOM3,243$17.2 萬<0.1%+1,401+76.1%加碼歷史
BMYBristol Myers Squibb CoStock2,606$17.4 萬<0.1%+701+36.8%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock693$17.4 萬<0.1%+438+171.8%加碼歷史
AEPAmerican Electric Power Co IncStock2,067$17.5 萬<0.1%+211+11.4%加碼歷史
WFCWells Fargo & CompanyStock3,905$17.7 萬<0.1%+770+24.6%加碼歷史
GSKGSK plcSPONSORED ADR4,457$17.7 萬<0.1%00.0%不變歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,871$17.8 萬<0.1%+1,692+945.3%加碼–
CTASCintas CorpStock471$18.0 萬<0.1%−243−34.0%減碼歷史
IRDMIridium Communications Inc.COM4,500$18.0 萬<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM604$18.1 萬<0.1%+39+6.9%加碼歷史
DEDeere & CoStock520$18.3 萬<0.1%+125+31.6%加碼歷史
WSTWest Pharmaceutical Services IncCOM511$18.4 萬<0.1%+291+132.3%加碼歷史
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE1,114$18.5 萬<0.1%+249+28.8%加碼–
First Tr Exchange-Traded FD33738D309SENIOR LN FD3,868$18.6 萬<0.1%+2,534+190.0%加碼–
BUSEFirst Busey CorpCOM NEW7,540$18.6 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E479PURBTA FTSE EM6,084$18.7 萬<0.1%+1,085+21.7%加碼–
iShares Tr46435G433MSCI USA SMCP MN5,023$19.1 萬<0.1%−1,282−20.3%減碼–
COUPCoupa Software IncCOM889$19.1 萬<0.1%+793+826.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW1,627$19.1 萬<0.1%+97+6.3%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%–