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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
DDominion Energy, IncStock2,616$19.2 萬<0.1%−655−20.0%減碼歷史
INBSIntelligent Bio Solutions Inc.COM49,147$19.4 萬<0.1%+49,147新進歷史
HSYHershey CoCOM1,127$19.6 萬<0.1%+25+2.3%加碼歷史
TRIPTripAdvisor, Inc.COM4,935$19.9 萬<0.1%+4,935新進歷史
Schwab Fundamental International Equity ETF808524755ETF5,999$20.0 萬<0.1%+1,691+39.3%加碼–
HALHalliburton CoStock8,674$20.1 萬<0.1%+1,638+23.3%加碼歷史
SPLKSplunk IncCOM1,400$20.2 萬<0.1%+1,400新進歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,048$20.4 萬<0.1%+7+0.2%加碼–
DVNDevon Energy CorpStock7,000$20.4 萬<0.1%+7,000新進歷史
NFLXNetflix IncStock390$20.6 萬<0.1%00.0%不變歷史
GNRCGenerac Holdings Inc.Stock498$20.7 萬<0.1%−213−30.0%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM3,935$20.7 萬<0.1%+376+10.6%加碼歷史
KMBKimberly Clark CorpStock1,555$20.8 萬<0.1%+128+9.0%加碼歷史
Amplify ETF Tr032108847CEF HIGH INCOME12,026$21.2 萬<0.1%+2,940+32.4%加碼–
Fidelity MSCI Information Technology Index ETF316092808ETF1,812$21.3 萬<0.1%+101+5.9%加碼–
iShares Tr464287630RUS 2000 VAL ETF1,325$22.0 萬<0.1%+1,290+3,685.7%加碼–
CINFCincinnati Financial CorpCOM1,907$22.2 萬<0.1%−158−7.7%減碼歷史
APHAmphenol CorpCL A3,280$22.4 萬<0.1%00.0%不變歷史
Osi ETF Tr67110P100OSHARES US SMLCP6,369$22.4 萬<0.1%−2,011−24.0%減碼–
SBUXStarbucks CorpStock2,008$22.5 萬<0.1%+201+11.1%加碼歷史
iShares U S ETF Tr46431W838SHOR MAT MUN ETF4,487$22.5 萬<0.1%−398−8.1%減碼–
HTHHilltop Holdings Inc.COM6,184$22.5 萬<0.1%+6,184新進歷史
EXPDExpeditors International of Washington IncCOM1,792$22.7 萬<0.1%+982+121.2%加碼歷史
IAUiShares Gold TrustETF6,776$22.8 萬<0.1%+1,702+33.5%加碼依 1 比 2 拆股換算歷史
LEGLeggett & Platt IncStock4,457$23.1 萬<0.1%+2,509+128.8%加碼歷史
ONTOOnto Innovation Inc.COM3,223$23.5 萬<0.1%+3,223新進歷史
AFLAflac IncStock4,461$23.9 萬<0.1%−519−10.4%減碼歷史
SDSandridge Energy IncCOM NEW38,075$23.9 萬<0.1%+38,075新進歷史
SYYSysco CorpStock3,118$24.2 萬<0.1%−1,515−32.7%減碼歷史
COSTCostco Wholesale CorpStock619$24.5 萬<0.1%+157+34.0%加碼歷史
AVLRAvalara, Inc.COM1,674$24.5 萬<0.1%+1,274+318.5%加碼歷史
SESea LtdSPONSORD ADS895$24.6 萬<0.1%+895新進歷史
GDGeneral Dynamics CorpStock1,313$24.7 萬<0.1%+94+7.7%加碼歷史
GPCGenuine Parts CoStock1,971$24.9 萬<0.1%+1,295+191.6%加碼歷史
MGYMagnolia Oil & Gas CorpCL A15,924$24.9 萬<0.1%+15,924新進歷史
PBCTPeople's United Financial, Inc.COM14,712$25.2 萬<0.1%+2,372+19.2%加碼歷史
LMTLockheed Martin CorpStock668$25.3 萬<0.1%+133+24.9%加碼歷史
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB11,413$25.3 萬<0.1%+1,385+13.8%加碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB11,819$25.4 萬<0.1%+1,463+14.1%加碼–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB11,386$25.4 萬<0.1%+1,383+13.8%加碼–
NEANuveen AMT-Free Quality Municipal Income FundCOM16,353$25.7 萬<0.1%+6,245+61.8%加碼歷史
iShares Inc464286533MSCI EMERG MRKT4,037$25.9 萬<0.1%+187+4.9%加碼–
RYRoyal Bank of CanadaStock2,622$26.6 萬<0.1%−696−21.0%減碼歷史
AOSSmith A O CorpCOM3,711$26.7 萬<0.1%+565+18.0%加碼歷史
ADMArcher-Daniels-Midland CoStock4,423$26.8 萬<0.1%−18−0.4%減碼歷史
SLViShares Silver TrustETF11,108$26.9 萬<0.1%−909−7.6%減碼歷史
BENFranklin Templeton IncCOM8,416$26.9 萬<0.1%+1,016+13.7%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF3,314$27.2 萬<0.1%+828+33.3%加碼–
NEENextera Energy IncStock3,735$27.4 萬<0.1%+185+5.2%加碼歷史
iShares Tr46434V4070-5YR HI YL CP–$27.7 萬<0.1%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,424$27.9 萬<0.1%00.0%不變–
MAMastercard IncStock766$28.0 萬<0.1%+83+12.2%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,196$28.4 萬<0.1%−22−1.8%減碼–
PNRPENTAIR plcSHS4,305$29.1 萬<0.1%−67−1.5%減碼歷史
AMCAMC Entertainment Holdings, Inc.CL A COM5,150$29.2 萬<0.1%+147+2.9%加碼歷史
NSCNorfolk Southern CorpStock1,119$29.7 萬<0.1%−375−25.1%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,904$29.7 萬<0.1%−407−12.3%減碼–
DOVDOVER CorpCOM2,006$30.2 萬<0.1%+43+2.2%加碼歷史
LRCXLam Research CorpCOM464$30.2 萬<0.1%+250+116.8%加碼歷史
iShares Russell 2000 ETF464287655ETF1,320$30.3 萬<0.1%+109+9.0%加碼–
MPCMarathon Petroleum CorpStock5,057$30.6 萬<0.1%+1,227+32.0%加碼歷史
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM28,108$30.6 萬<0.1%−4,000−12.5%減碼歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI14,617$31.7 萬<0.1%−692−4.5%減碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF15,695$32.3 萬0.1%+15,695新進–
PEPPepsiCo IncStock2,184$32.4 萬0.1%+22+1.0%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP5,851$33.1 萬0.1%+2,589+79.4%加碼–
Exchange Listed FDS Tr30151E723CABANA TARGET 712,961$33.2 萬0.1%+12,961新進–
ABTAbbott LaboratoriesStock2,876$33.3 萬0.1%+55+1.9%加碼歷史
TAT&T Inc.Stock11,590$33.4 萬0.1%+1,607+16.1%加碼歷史
NOWServiceNow, Inc.Stock621$34.1 萬0.1%+484+353.3%加碼歷史
NUENucor CorpCOM3,574$34.3 萬0.1%−391−9.9%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV2,830$34.6 萬0.1%−595−17.4%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF6,857$34.8 萬0.1%+2,746+66.8%加碼–
Global X FDS37950E549GLB X SUPERDIV24,671$34.9 萬0.1%+24,671新進–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB16,322$35.5 萬0.1%+299+1.9%加碼–
TROWPrice T Rowe Group IncStock1,838$36.4 萬0.1%−68−3.6%減碼歷史
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB16,908$36.5 萬0.1%+311+1.9%加碼–
Advisorshares Tr00768Y206DORSEY WRIGT ADR5,535$36.8 萬0.1%+943+20.5%加碼–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,316$37.4 萬0.1%00.0%不變–
PFEPfizer IncStock9,550$37.4 萬0.1%+1,067+12.6%加碼歷史
COPConocoPhillipsStock6,162$37.5 萬0.1%+1,102+21.8%加碼歷史
BBYBest Buy Co IncStock3,271$37.6 萬0.1%+856+35.4%加碼歷史
iShares Tr464288687PFD AND INCM SEC9,666$38.0 萬0.1%+2,766+40.1%加碼–
EMREmerson Electric CoStock3,957$38.1 萬0.1%+164+4.3%加碼歷史
Invesco Exch Traded FD Tr II46138E487PURBTA FTSE DV12,973$38.2 萬0.1%+2,396+22.7%加碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW6,528$39.1 萬0.1%+5,410+483.9%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF2,079$39.2 萬0.1%+346+20.0%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF3,774$39.5 萬0.1%+600+18.9%加碼–
Global X FDS37954Y673US INFR DEV ETF15,659$40.3 萬0.1%+15,659新進–
LOWLowes Companies IncStock2,152$41.8 萬0.1%+103+5.0%加碼歷史
FTSFortis Inc.COM4,754$41.9 萬0.1%+4,591+2,816.6%加碼歷史
iShares Tr464288281JPMORGAN USD EMG3,759$42.3 萬0.1%+2,369+170.4%加碼–
UPSUnited Parcel Service IncStock2,070$43.0 萬0.1%+18+0.9%加碼歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD8,030$43.1 萬0.1%+529+7.1%加碼–
ORCLOracle CorpStock5,573$43.4 萬0.1%−106−1.9%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,738$44.0 萬0.1%+29+1.1%加碼歷史
INTCIntel CorpStock7,891$44.3 萬0.1%+1,073+15.7%加碼歷史
iShares Tr46429B655FLTG RATE NT ETF9,939$50.5 萬0.1%+9,158+1,172.6%加碼–
iShares Tr4642874407-10 YR TRSY BD–$51.0 萬0.1%–––
SPGIS&P Global Inc.Stock1,250$51.3 萬0.1%+61+5.1%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%–