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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
MUMicron Technology IncStock6,312$53.6 萬0.1%+670+11.9%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF1,507$54.4 萬0.1%−7,202−82.7%減碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT10,923$55.6 萬0.1%+2,388+28.0%加碼–
CBChubb LtdStock3,506$55.7 萬0.1%−106−2.9%減碼歷史
Kraneshares Tr500767710SML CAP QTY DIVD20,088$55.9 萬0.1%+3,182+18.8%加碼–
CSQCalamos Strategic Total Return FundCOM SH BEN INT30,762$56.0 萬0.1%−6,056−16.4%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF10,328$56.1 萬0.1%−32,674−76.0%減碼–
ABBVAbbVie Inc.Stock5,005$56.4 萬0.1%+448+9.8%加碼歷史
First Tr Exchange-Traded FD33734H106SHS14,233$56.6 萬0.1%−85−0.6%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF4,218$56.7 萬0.1%−37,612−89.9%減碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF–$57.2 萬0.1%–––
MOAltria Group, Inc.Stock12,020$57.3 萬0.1%+198+1.7%加碼歷史
NKENIKE, Inc.Stock3,720$57.5 萬0.1%+243+7.0%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,252$58.6 萬0.1%+9,252新進–
UBSIUnited Bankshares IncCOM16,195$59.1 萬0.1%−285−1.7%減碼歷史
QCOMQualcomm IncStock4,175$59.7 萬0.1%+380+10.0%加碼歷史
iShares Tr464288166AGENCY BOND ETF5,077$60.1 萬0.1%+5,027+10,054.0%加碼–
SYFSynchrony FinancialCOM12,580$61.0 萬0.1%+1,470+13.2%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF12,474$61.8 萬0.1%+3,817+44.1%加碼–
KOCoca Cola CoStock11,444$61.9 萬0.1%+1,686+17.3%加碼歷史
CATCaterpillar IncStock2,854$62.1 萬0.1%+168+6.3%加碼歷史
IBMInternational Business Machines CorpStock4,255$62.4 萬0.1%−136−3.1%減碼歷史
PGProcter & Gamble CoStock4,631$62.5 萬0.1%−1,142−19.8%減碼歷史
ELEstee Lauder Companies IncCL A2,066$65.7 萬0.1%+255+14.1%加碼歷史
BACBank of America CorpStock16,005$66.0 萬0.1%−251−1.5%減碼歷史
ETNEaton Corp plcStock4,568$67.7 萬0.1%+764+20.1%加碼歷史
CMECME Group Inc.COM3,195$68.0 萬0.1%+779+32.2%加碼歷史
Vanguard Total World Stock ETF922042742ETF6,595$68.3 萬0.1%+374+6.0%加碼–
Schwab U.S. Large-Cap ETF808524201ETF6,707$69.7 萬0.1%+795+13.4%加碼–
INFOIHS Markit Ltd.SHS6,184$69.7 萬0.1%+607+10.9%加碼歷史
APDAir Products & Chemicals, Inc.Stock2,458$70.7 萬0.1%+487+24.7%加碼歷史
PXDPioneer Natural Resources CoCOM4,368$71.0 萬0.1%+768+21.3%加碼歷史
ALLAllstate CorpStock5,452$71.1 萬0.1%+362+7.1%加碼歷史
CMCSAComcast CorpStock13,025$74.3 萬0.1%+13,025新進歷史
MDTMedtronic plcStock5,998$74.5 萬0.1%+553+10.2%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,010$74.5 萬0.1%+8,757+3,461.3%加碼–
BABoeing CoStock3,164$75.8 萬0.1%+396+14.3%加碼歷史
iShares Tr46428743220 YR TR BD ETF–$76.6 萬0.1%–––
METAMeta Platforms, Inc.Stock2,215$77.0 萬0.1%+338+18.0%加碼歷史
MCDMcDonalds CorpStock3,366$77.8 萬0.1%+332+10.9%加碼歷史
ICEIntercontinental Exchange, Inc.Stock6,570$78.0 萬0.1%+1,510+29.8%加碼歷史
CVXChevron CorpStock7,485$78.4 萬0.1%+1,381+22.6%加碼歷史
MSIMotorola Solutions, Inc.Stock3,632$78.8 萬0.1%+842+30.2%加碼歷史
MRKMerck & Co., Inc.Stock10,253$79.7 萬0.1%+1,966+23.7%加碼歷史
TJXTJX Companies IncStock11,888$80.1 萬0.1%+1,615+15.7%加碼歷史
EQIXEquinix IncCOM1,001$80.3 萬0.1%+165+19.7%加碼歷史
ROPRoper Technologies IncStock1,742$81.9 萬0.1%+1,707+4,877.1%加碼歷史
Vy Global GrowthG9444H100COM CL A82,705$82.3 萬0.1%+82,705新進–
KEYSKeysight Technologies, Inc.Stock5,414$83.6 萬0.1%+788+17.0%加碼歷史
NXPINXP Semiconductors N.V.COM4,121$84.8 萬0.1%+539+15.0%加碼歷史
DBBInvesco DB Base Metals FundBASE METALS FD42,496$85.9 萬0.1%+42,496新進歷史
Kraneshares Tr500767736QUADRTC INT RT31,535$87.1 萬0.1%+28,602+975.2%加碼–
Osi ETF Tr67110P407OSHARES US QUALT20,817$87.5 萬0.1%−7,566−26.7%減碼–
IQVIQVIA Holdings Inc.Stock3,629$87.9 萬0.1%+228+6.7%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF11,812$89.2 萬0.1%+240+2.1%加碼–
XOMExxonMobil Holdings CorpCOM14,800$93.4 萬0.1%−222−1.5%減碼歷史
SPDR Series Trust78464A128ST STR SP1500VT6,406$93.8 萬0.1%−59−0.9%減碼–
Vanguard Total Bond Market ETF921937835ETF10,962$94.2 萬0.1%+10,859+10,542.7%加碼–
PMPhilip Morris International Inc.Stock9,658$95.7 萬0.1%−154−1.6%減碼歷史
GOOGAlphabet Inc.Stock387$97.0 萬0.2%+53+15.9%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF19,119$98.5 萬0.2%−44,567−70.0%減碼–
Kraneshares Tr500767728LRG CAP QTY DIVD30,716$98.6 萬0.2%+5,272+20.7%加碼–
DISWalt Disney CoStock5,691$100.0 萬0.2%+51+0.9%加碼歷史
VZVerizon Communications IncStock18,606$104.3 萬0.2%+3,794+25.6%加碼歷史
WMTWalmart Inc.Stock7,448$105.0 萬0.2%+474+6.8%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF17,324$105.4 萬0.2%+3,341+23.9%加碼–
iShares Tips Bond ETF464287176ETF8,277$105.9 萬0.2%+4,170+101.5%加碼–
CSXCSX CorpStock33,093$106.2 萬0.2%−2,400−6.8%減碼依 3 比 1 拆股換算歷史
iShares Russell 1000 Growth ETF464287614ETF3,929$106.7 萬0.2%−33−0.8%減碼–
AVGOBroadcom Inc.Stock2,259$107.7 萬0.2%+373+19.8%加碼歷史
DBOInvesco DB Oil FundOIL FD84,057$108.3 萬0.2%−7,794−8.5%減碼歷史
TTTrane Technologies plcSHS5,879$108.3 萬0.2%+581+11.0%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF16,867$113.0 萬0.2%−15,248−47.5%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF32,272$118.4 萬0.2%+16,640+106.4%加碼–
iShares Tr464287234MSCI EMG MKT ETF21,546$118.8 萬0.2%+19,597+1,005.5%加碼–
iShares S&P 500 Growth ETF464287309ETF19,793$122.1 萬0.2%+2,940+17.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF9,322$123.9 萬0.2%+627+7.2%加碼–
JNJJohnson & JohnsonStock7,721$127.2 萬0.2%+2,762+55.7%加碼歷史
NVDANVIDIA CorpStock1,622$129.8 萬0.2%+490+43.3%加碼歷史
CRMSalesforce, Inc.Stock5,362$131.0 萬0.2%+779+17.0%加碼歷史
Vanguard Total International Bond ETF92203J407ETF24,178$138.1 萬0.2%−34,974−59.1%減碼–
VanEck ETF Trust92189H805RARE EARTH AND S16,400$139.3 萬0.2%+1,335+8.9%加碼–
iShares Tr464288513IBOXX HI YD ETF16,096$141.7 萬0.2%+9,711+152.1%加碼–
UNHUnitedHealth Group IncStock3,567$142.8 萬0.2%+622+21.1%加碼歷史
UNPUnion Pacific CorpStock6,603$145.2 萬0.2%+801+13.8%加碼歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY59,917$146.6 萬0.2%+1,694+2.9%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD27,469$151.9 萬0.2%+7,897+40.3%加碼–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX7,669$153.6 萬0.2%−333−4.2%減碼–
DUKDuke Energy CORPStock15,608$154.1 萬0.2%−3,567−18.6%減碼歷史
HDHome Depot, Inc.Stock5,163$164.6 萬0.3%+562+12.2%加碼歷史
SHOPShopify Inc.Stock1,157$169.0 萬0.3%+1,139+6,327.8%加碼歷史
TFCTruist Financial CorpCOM31,306$173.8 萬0.3%−88−0.3%減碼歷史
Kraneshares Tr500767686KYA DYNMC INC79,758$174.0 萬0.3%−461,480−85.3%減碼–
KRNTKornit Digital Ltd.SHS14,358$178.5 萬0.3%+12,323+605.6%加碼歷史
VVisa Inc.Stock7,793$182.2 萬0.3%+2,525+47.9%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF13,262$186.3 萬0.3%+1,904+16.8%加碼–
CSCOCisco Systems, Inc.Stock35,374$187.5 萬0.3%+14,866+72.5%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF17,707$190.9 萬0.3%+11,885+204.1%加碼–
YETIYETI Holdings, Inc.COM20,916$192.1 萬0.3%+20,916新進歷史
VMIValmont Industries IncCOM8,200$193.6 萬0.3%00.0%不變歷史

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%–