WealthShield Partners, LLC
- SEC CIK
- 0001729303
- 最新申報
- 2026/8/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 281
- 較 2021 年第 3 季 +50
- 總值
- $6.00 億
- 較 2021 年第 3 季 +$2.27 億 (+60.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,600 | $57.1 萬 | 0.1% | +6,768+140.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,169 | $58.7 萬 | 0.1% | +1,807+76.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,116 | $60.0 萬 | 0.1% | +2,990+140.6% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 23,912 | $60.8 萬 | 0.1% | +23,912 | 新進 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,082 | $61.0 萬 | 0.1% | +2,082 | 新進 | – |
| SWKStanley Black & Decker, Inc. | COM | 3,234 | $61.0 萬 | 0.1% | +3,234 | 新進 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 5,249 | $61.5 萬 | 0.1% | +147+2.9% | 加碼 | – |
| CICigna Group | Stock | 2,739 | $62.9 萬 | 0.1% | +286+11.7% | 加碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 8,859 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 6,158 | $66.2 萬 | 0.1% | −121−1.9% | 減碼 | – |
| SYFSynchrony Financial | COM | 14,511 | $67.3 萬 | 0.1% | +828+6.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,552 | $68.4 萬 | 0.1% | +1,653+16.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,857 | $72.2 萬 | 0.1% | +2,388+28.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 4,510 | $75.2 萬 | 0.1% | +936+26.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,108 | $75.7 萬 | 0.1% | +2,108 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 15,237 | $76.7 萬 | 0.1% | +1,297+9.3% | 加碼 | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 37,050 | $77.1 萬 | 0.1% | −9,830−21.0% | 減碼 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 9,901 | $77.2 萬 | 0.1% | +3,710+59.9% | 加碼 | – |
| BACBank of America Corp | Stock | 17,382 | $77.3 萬 | 0.1% | +3,900+28.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,850 | $77.5 萬 | 0.1% | +926+31.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,563 | $78.0 萬 | 0.1% | +514+25.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 17,714 | $78.0 萬 | 0.1% | +799+4.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 6,669 | $78.5 萬 | 0.1% | +1,218+22.3% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,800 | $79.0 萬 | 0.1% | +1,800 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,050 | $79.1 萬 | 0.1% | +37+0.3% | 加碼 | – |
| ETNEaton Corp plc | Stock | 4,649 | $80.3 萬 | 0.1% | +287+6.6% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 28,347 | $81.6 萬 | 0.1% | +5,305+23.0% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 30,486 | $81.9 萬 | 0.1% | +458+1.5% | 加碼 | – |
| CBChubb Ltd | Stock | 4,308 | $83.3 萬 | 0.1% | +410+10.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,419 | $86.9 萬 | 0.1% | +3,385+111.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,465 | $88.5 萬 | 0.1% | +5,815+67.2% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 33,090 | $89.0 萬 | 0.1% | +33,090 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,666 | $89.4 萬 | 0.1% | +628+5.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,484 | $90.3 萬 | 0.2% | +14,484 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,961 | $90.7 萬 | 0.2% | +933+23.2% | 加碼 | 歷史 |
| KBHKB Home | COM | 20,365 | $91.1 萬 | 0.2% | +10,506+106.6% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 2,835 | $91.7 萬 | 0.2% | +1,267+80.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,337 | $93.0 萬 | 0.2% | +458+24.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 883 | $93.3 萬 | 0.2% | +339+62.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,480 | $93.3 萬 | 0.2% | +653+23.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,015 | $93.4 萬 | 0.2% | −88−0.8% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,730 | $95.5 萬 | 0.2% | −24,718−58.2% | 減碼 | – |
| NOGNorthern Oil & Gas, Inc. | COM | 46,826 | $96.4 萬 | 0.2% | −3,447−6.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 9,374 | $96.7 萬 | 0.2% | +9,374 | 新進 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 46,160 | $96.8 萬 | 0.2% | +46,160 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 4,280 | $97.8 萬 | 0.2% | +441+11.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,649 | $98.1 萬 | 0.2% | +395+17.5% | 加碼 | 歷史 |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 44,731 | $99.6 萬 | 0.2% | +44,731 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 19,111 | $100.7 萬 | 0.2% | +19,111 | 新進 | – |
| DBOInvesco DB Oil Fund | OIL FD | 74,342 | $100.7 萬 | 0.2% | −3,769−4.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,996 | $100.8 萬 | 0.2% | −74−2.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,899 | $101.6 萬 | 0.2% | +3,870+24.1% | 加碼 | – |
| PXDPioneer Natural Resources Co | COM | 5,620 | $102.2 萬 | 0.2% | +515+10.1% | 加碼 | 歷史 |
| TVTYTivity Health, Inc. | COM | 39,000 | $103.1 萬 | 0.2% | −36,810−48.6% | 減碼 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 7,765 | $103.2 萬 | 0.2% | +688+9.7% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,518 | $103.8 萬 | 0.2% | +5,940+166.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,576 | $107.6 萬 | 0.2% | +2,200+50.3% | 加碼 | 歷史 |
| Kraneshares Tr500767728 | LRG CAP QTY DIVD | 31,115 | $107.6 萬 | 0.2% | −3,006−8.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,503 | $108.6 萬 | 0.2% | +1,579+26.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,120 | $109.7 萬 | 0.2% | +2,120 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 22,669 | $110.7 萬 | 0.2% | +3,722+19.6% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 8,135 | $111.3 萬 | 0.2% | +819+11.2% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,321 | $114.2 萬 | 0.2% | +329+16.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,627 | $114.7 萬 | 0.2% | +1,162+79.3% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 5,066 | $115.4 萬 | 0.2% | +431+9.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 12,423 | $115.4 萬 | 0.2% | +12,423 | 新進 | – |
| EQIXEquinix Inc | COM | 1,369 | $115.8 萬 | 0.2% | +207+17.8% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 10,064 | $116.7 萬 | 0.2% | −45,488−81.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,123 | $118.2 萬 | 0.2% | −216−2.6% | 減碼 | – |
| Vy Global GrowthG9444H100 | COM CL A | 121,767 | $119.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,718 | $119.6 萬 | 0.2% | +250+1.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 9,064 | $121.1 萬 | 0.2% | +5,029+124.6% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 14,042 | $122.2 萬 | 0.2% | +7,228+106.1% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 39,668 | $122.5 萬 | 0.2% | −8,367−17.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,145 | $124.2 萬 | 0.2% | +733+16.6% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 4,643 | $126.2 萬 | 0.2% | +813+21.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,181 | $126.7 萬 | 0.2% | +5,334+187.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,827 | $127.7 萬 | 0.2% | +3,904+30.2% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 12,073 | $129.7 萬 | 0.2% | −603−4.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,235 | $130.1 萬 | 0.2% | +13,255+166.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,176 | $130.4 萬 | 0.2% | +2,077+67.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 53,131 | $130.7 萬 | 0.2% | +34,467+184.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 40,053 | $131.6 萬 | 0.2% | +40,053 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,929 | $131.9 萬 | 0.2% | +5,929 | 新進 | – |
| PEPPepsiCo Inc | Stock | 7,616 | $132.3 萬 | 0.2% | +6,021+377.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,563 | $136.3 萬 | 0.2% | +17,766+181.3% | 加碼 | – |
| PFEPfizer Inc | Stock | 23,740 | $140.2 萬 | 0.2% | +17,998+313.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,496 | $140.8 萬 | 0.2% | −1,702−20.8% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 6,852 | $141.5 萬 | 0.2% | +622+10.0% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 25,245 | $141.9 萬 | 0.2% | +25,245 | 新進 | – |
| IQVIQVIA Holdings Inc. | Stock | 5,111 | $144.2 萬 | 0.2% | +1,077+26.7% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,940 | $146.1 萬 | 0.2% | +11,940 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,926 | $149.5 萬 | 0.2% | −3,041−17.9% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,621 | $149.7 萬 | 0.2% | −2,069−23.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,114 | $152.9 萬 | 0.3% | +710+16.1% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 11,850 | $153.5 萬 | 0.3% | +1,950+19.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 40,944 | $153.9 萬 | 0.3% | +7,377+22.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,035 | $155.8 萬 | 0.3% | +14,226+120.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,403 | $156.0 萬 | 0.3% | +16,899+146.9% | 加碼 | – |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 53,272 | $157.8 萬 | 0.3% | +53,272 | 新進 | – |
2021 年第 3 季之後清倉（27 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 66,994 | $852.8 萬 | 2.3% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 116,305 | $834.6 萬 | 2.2% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 16,328 | $106.8 萬 | 0.3% | – |
| DBEInvesco DB Energy Fund | ENERGY FD | 57,542 | $97.5 萬 | 0.3% | 歷史 |
| Kraneshares Tr500767686 | KYA DYNMC INC | 32,971 | $70.6 萬 | 0.2% | – |
| MUMicron Technology Inc | Stock | 7,326 | $52.0 萬 | 0.1% | 歷史 |
| SPLKSplunk Inc | COM | 3,406 | $49.3 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 2,223 | $48.8 萬 | 0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,665 | $43.5 萬 | 0.1% | 歷史 |
| FWRDForward Air Corp | COM | 5,207 | $43.2 萬 | 0.1% | 歷史 |
| LASRNlight, Inc. | COM | 14,397 | $40.6 萬 | 0.1% | 歷史 |
| ECHOEchoStar CORP | CL A | 15,792 | $40.3 萬 | 0.1% | 歷史 |
| FSSFederal Signal Corp | COM | 10,436 | $40.3 萬 | 0.1% | 歷史 |
| PEverpure, Inc. | CL A | 15,760 | $39.7 萬 | 0.1% | 歷史 |
| IIIVi3 Verticals, Inc. | COM CL A | 15,503 | $37.5 萬 | 0.1% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 7,996 | $37.4 萬 | 0.1% | 歷史 |
| RWTRedwood Trust Inc | COM | 28,328 | $36.5 萬 | 0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 6,633 | $34.1 萬 | 0.1% | 歷史 |
| Global X FDS37950E549 | GLB X SUPERDIV | 24,671 | $32.6 萬 | 0.1% | – |
| LRCXLam Research Corp | COM | 526 | $29.9 萬 | 0.1% | 歷史 |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 8,504 | $27.5 萬 | 0.1% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 1,775 | $24.8 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 2,032 | $23.7 萬 | 0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 1,486 | $23.7 萬 | 0.1% | 歷史 |
| AMBAAmbarella Inc | SHS | 1,440 | $22.4 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,343 | $21.4 萬 | 0.1% | – |
| BSYBentley Systems Inc | COM CL B | 3,308 | $20.1 萬 | 0.1% | 歷史 |