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Livermore
Livermore
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WealthShield Partners, LLC

SEC CIK
0001729303
最新申報
2026/8/12

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
331
較 2021 年第 4 季 +50
總值
$6.24 億
較 2021 年第 4 季 +$2,410 萬 (+4.0%)
申報日
2022/5/9
SEC
WealthShield Partners, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Hawks Acquisition Corp42032P116*W EXP 99/99/99917,029$4,000<0.1%−5,000−22.7%減碼–
COTYCoty Inc.COM CL A10,270$9.20 萬<0.1%−9,070−46.9%減碼歷史
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER19,999$11.5 萬<0.1%+19,999新進歷史
BOEBlackRock Enhanced Global Dividend TrustCOM10,242$11.6 萬<0.1%+10,242新進歷史
IGAVoya Global Advantage & Premium Opportunity FundCOM12,357$12.0 萬<0.1%+12,357新進歷史
SVF Investment Corp.G8601L102CL A SHS12,227$12.0 萬<0.1%00.0%不變–
APTOAptose Biosciences Inc.COM NEW104,920$14.3 萬<0.1%00.0%不變歷史
CUECue Biopharma, Inc.COM29,951$14.6 萬<0.1%+18,507+161.7%加碼歷史
SUMOSumo Logic, Inc.COM12,583$14.7 萬<0.1%+1,361+12.1%加碼歷史
SAMASchultze Special Purpose Acquisition Corp. IICLASS A COM16,912$16.6 萬<0.1%00.0%不變歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS17,996$16.9 萬<0.1%+17,996新進歷史
ADPAutomatic Data Processing IncStock880$20.1 萬<0.1%+880新進歷史
ADBEAdobe Inc.Stock442$20.1 萬<0.1%−30−6.4%減碼歷史
NUENucor CorpCOM1,356$20.2 萬<0.1%+1,356新進歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM15,325$20.2 萬<0.1%−3,398−18.1%減碼歷史
ORCLOracle CorpStock2,462$20.4 萬<0.1%00.0%不變歷史
RYRoyal Bank of CanadaStock1,859$20.5 萬<0.1%−612−24.8%減碼歷史
SLViShares Silver TrustETF9,012$20.6 萬<0.1%−455−4.8%減碼歷史
WECWec Energy Group, Inc.Stock2,081$20.8 萬<0.1%−1,138−35.4%減碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP9,213$21.3 萬<0.1%+9,213新進–
OXYOccidental Petroleum CorpStock3,770$21.4 萬<0.1%+3,770新進歷史
Vanguard Star FDS921909768VG TL INTL STK F3,590$21.4 萬<0.1%+3,590新進–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD4,319$21.4 萬<0.1%−2,086−32.6%減碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF3,728$21.4 萬<0.1%−4,361−53.9%減碼–
SOSouthern CoStock2,982$21.6 萬<0.1%−358−10.7%減碼歷史
Schwab US Tips ETF808524870ETF3,640$22.1 萬<0.1%+3,640新進–
FDXFedEx CorpStock967$22.5 萬<0.1%+967新進歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF11,917$22.7 萬<0.1%−2,954−19.9%減碼–
iShares Tr46434V4070-5YR HI YL CP5,349$23.5 萬<0.1%−1,224−18.6%減碼–
COSTCostco Wholesale CorpStock428$24.7 萬<0.1%−91−17.5%減碼歷史
BXBlackstone Inc.COM1,954$24.8 萬<0.1%+1,954新進歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF4,761$24.9 萬<0.1%+4,761新進–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,072$25.5 萬<0.1%+149+16.1%加碼–
WisdomTree Tr97717X719CHINADIV EX FI6,465$25.9 萬<0.1%+6,465新進–
DDominion Energy, IncStock3,081$26.2 萬<0.1%−268−8.0%減碼歷史
HSYHershey CoCOM1,218$26.4 萬<0.1%−68−5.3%減碼歷史
Global X FDS37954Y483NASDAQ 100 COVER12,699$26.6 萬<0.1%+12,699新進–
LOWLowes Companies IncStock1,320$26.7 萬<0.1%−295−18.3%減碼歷史
COPConocoPhillipsStock2,672$26.8 萬<0.1%+2,672新進歷史
NEENextera Energy IncStock3,192$27.0 萬<0.1%−1,906−37.4%減碼歷史
iShares Tr46435G417CR 5 10 YR ETF5,730$27.1 萬<0.1%00.0%不變–
PPLPPL CorpCOM9,575$27.5 萬<0.1%+9,575新進歷史
NSCNorfolk Southern CorpStock986$28.1 萬<0.1%−549−35.8%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF4,605$28.4 萬<0.1%+1,451+46.0%加碼–
GMGeneral Motors CoCOM6,505$28.5 萬<0.1%+6,505新進歷史
Global X FDS37954Y459RUSSELL 200012,264$29.2 萬<0.1%+12,264新進–
ZBHZimmer Biomet Holdings, Inc.Stock2,298$29.4 萬<0.1%−120−5.0%減碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG9,804$29.8 萬<0.1%−1,371−12.3%減碼–
MOAltria Group, Inc.Stock5,693$30.3 萬<0.1%+236+4.3%加碼歷史
AMDAdvanced Micro Devices IncStock2,823$30.9 萬<0.1%+742+35.7%加碼歷史
TGTTarget CorpStock1,460$31.0 萬<0.1%−37−2.5%減碼歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI18,215$31.2 萬<0.1%00.0%不變–
ProShares Tr74347B839MSCI EAFE DIVD7,743$31.3 萬0.1%+7,743新進–
DGXQuest Diagnostics IncCOM2,303$31.5 萬0.1%+2,303新進歷史
BABoeing CoStock1,670$32.0 萬0.1%−2,180−56.6%減碼歷史
HWKZHawks Acquisition CorpCL A34,058$33.1 萬0.1%−10,000−22.7%減碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,316$33.2 萬0.1%00.0%不變–
Advisorshares Tr00768Y206DORSEY WRIGT ADR5,574$33.4 萬0.1%+41+0.7%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF1,620$33.8 萬0.1%+1,620新進–
SPDR Series Trust78464A284ST NUVE HIGH ETF6,191$34.1 萬0.1%+6,191新進–
INTCIntel CorpStock7,184$35.6 萬0.1%−325−4.3%減碼歷史
PMPhilip Morris International Inc.Stock3,737$35.6 萬0.1%−53−1.4%減碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX1,723$35.7 萬0.1%−196−10.2%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,032$35.9 萬0.1%−250−19.5%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,020$36.1 萬0.1%+8,020新進–
TFCTruist Financial CorpCOM6,409$36.3 萬0.1%−24,541−79.3%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,714$36.4 萬0.1%+686+66.7%加碼–
iShares Tr464287150CORE S&P TTL STK3,708$37.4 萬0.1%+601+19.3%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT7,656$37.5 萬0.1%−3,060−28.6%減碼–
iShares Tr46435G102CONV BD ETF4,635$38.6 萬0.1%+4,635新進–
Invesco Exch Traded FD Tr II46138G508SR LN ETF17,815$38.8 萬0.1%−1,630−8.4%減碼–
iShares U.S. Medical Devices ETF464288810ETF6,399$39.0 萬0.1%−787−11.0%減碼–
iShares Core High Dividend ETF46429B663ETF3,735$39.9 萬0.1%+1,276+51.9%加碼–
CATCaterpillar IncStock1,827$40.7 萬0.1%+78+4.5%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,612$41.2 萬0.1%−461−6.5%減碼–
iShares Tr46429B655FLTG RATE NT ETF8,150$41.2 萬0.1%+191+2.4%加碼–
iShares Inc464286681MSCI EQUAL WEITE4,886$41.4 萬0.1%+4,886新進–
RMTRoyce Micro-Cap Trust, Inc.COM39,368$41.4 萬0.1%+39,368新進歷史
METAMeta Platforms, Inc.Stock1,873$41.6 萬0.1%−1,123−37.5%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS8,071$41.7 萬0.1%−9,659−54.5%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,500$42.3 萬0.1%−266−7.1%減碼–
HALHalliburton CoStock11,167$42.3 萬0.1%+223+2.0%加碼歷史
iShares Tr46434V878ULTRA SHORT DUR8,429$42.3 萬0.1%+8,429新進–
iShares Russell 2000 Growth ETF464287648ETF1,721$44.0 萬0.1%−361−17.3%減碼–
PIMCO ETF Tr72201R643ENHANCD SHORT4,517$44.8 萬0.1%+4,517新進–
Vanguard Mortgage-Backed Securities ETF92206C771ETF8,963$44.9 萬0.1%−342−3.7%減碼–
RWTRedwood Trust IncCOM42,593$44.9 萬0.1%+42,593新進歷史
DISWalt Disney CoStock3,313$45.4 萬0.1%−4,868−59.5%減碼歷史
USCIUnited States Commodity Index Funds TrustCOMM IDX FND8,230$45.4 萬0.1%+8,230新進歷史
WFCWells Fargo & CompanyStock9,481$45.9 萬0.1%−1,238−11.5%減碼歷史
VanEck ETF Trust92189F460CEF MUNI INCOME18,273$46.2 萬0.1%−34,999−65.7%減碼–
MAMastercard IncStock1,317$47.1 萬0.1%−791−37.5%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE9,710$47.5 萬0.1%+9,710新進–
SHYFShyft Group, Inc.COM13,178$47.6 萬0.1%+13,178新進歷史
ABTAbbott LaboratoriesStock4,084$48.3 萬0.1%−85−2.0%減碼歷史
UBSIUnited Bankshares IncCOM13,734$48.4 萬0.1%−686−4.8%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF10,344$49.0 萬0.1%−1,256−10.8%減碼–
NEWRNew Relic, Inc.COM7,382$49.4 萬0.1%+7,382新進歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW6,942$49.5 萬0.1%−31,539−82.0%減碼–
Invesco Exchange Traded FD T46137V597RAFI US 15002,736$50.0 萬0.1%+2,736新進–

2021 年第 4 季之後清倉（51 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS63,347$972.5 萬1.6%–
ETF Ser Solutions26922A602VIDENT CORE US84,171$428.4 萬0.7%–
VanEck ETF Trust92189H805RARE EARTH AND S34,073$382.3 萬0.6%–
iShares Tr4642874571 3 YR TREAS BD38,371$328.2 萬0.5%–
iShares Tr464287333GLOBAL FINLS ETF20,873$167.1 萬0.3%–
Kraneshares Tr500767728LRG CAP QTY DIVD31,115$107.6 萬0.2%–
INFOIHS Markit Ltd.SHS7,765$103.2 萬0.2%歷史
TVTYTivity Health, Inc.COM39,000$103.1 萬0.2%歷史
BLMNBloomin' Brands, Inc.COM46,160$96.8 萬0.2%歷史
KBHKB HomeCOM20,365$91.1 萬0.2%歷史
Kraneshares Tr500767736QUADRTC INT RT30,486$81.9 萬0.1%–
NKENIKE, Inc.Stock4,510$75.2 萬0.1%歷史
CICigna GroupStock2,739$62.9 萬0.1%歷史
SWKStanley Black & Decker, Inc.COM3,234$61.0 萬0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT23,912$60.8 萬0.1%–
iShares Tr4642874407-10 YR TRSY BD4,953$57.0 萬0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO5,499$52.7 萬0.1%–
Victory Portfolios II92647N865VCSHS US LRG CAP7,927$48.5 萬0.1%–
GSGoldman Sachs Group IncStock966$36.9 萬0.1%歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM34,747$35.0 萬0.1%歷史
BNYBank of New York Mellon CorpStock5,719$33.2 萬0.1%歷史
APHAmphenol CorpCL A3,697$32.3 萬0.1%歷史
Kraneshares Tr500767710SML CAP QTY DIVD10,674$31.6 萬0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF2,817$31.5 萬0.1%–
iShares Select Dividend ETF464287168ETF2,471$30.3 萬0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF2,163$29.3 萬<0.1%–
CCitigroup IncStock4,824$29.1 萬<0.1%歷史
DOCUDocuSign, Inc.Stock1,893$28.8 萬<0.1%歷史
GPNGlobal Payments IncStock2,124$28.7 萬<0.1%歷史
EXCExelon CorpStock4,915$28.4 萬<0.1%歷史
LLYEli Lilly & CoStock1,003$27.7 萬<0.1%歷史
ALKAlaska Air Group, Inc.COM5,197$27.1 萬<0.1%歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF4,248$25.8 萬<0.1%–
AVLRAvalara, Inc.COM1,999$25.8 萬<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY4,120$25.3 萬<0.1%–
BTZBlackRock Credit Allocation Income TrustCOM16,546$24.9 萬<0.1%歷史
SESea LtdSPONSORD ADS1,115$24.9 萬<0.1%歷史
GEGeneral Electric CoStock2,616$24.7 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,678$24.2 萬<0.1%–
NFLXNetflix IncStock394$23.7 萬<0.1%歷史
CYNCyngn Inc.COM50,000$22.5 萬<0.1%歷史
MSMorgan StanleyStock2,266$22.2 萬<0.1%歷史
XLNXXilinx IncCOM1,041$22.1 萬<0.1%歷史
iShares Tr464288687PFD AND INCM SEC5,471$21.6 萬<0.1%–
ASANAsana, Inc.CL A2,859$21.3 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock1,085$20.5 萬<0.1%歷史
BUSEFirst Busey CorpCOM NEW7,540$20.4 萬<0.1%歷史
BTLNBrightline Interactive, Inc.COM15,000$14.8 萬<0.1%歷史
INBSIntelligent Bio Solutions Inc.COM49,147$7.10 萬<0.1%歷史
DNNDenison Mines Corp.COM10,000$1.40 萬<0.1%歷史
PGRProgressive CorpStock691––歷史