WealthShield Partners, LLC
- SEC CIK
- 0001729303
- 最新申報
- 2026/8/12
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 484
- 較 2022 年第 4 季 +196
- 總值
- $6.20 億
- 較 2022 年第 4 季 +$9,826 萬 (+18.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Advisorshares Tr00768Y495 | PURE CANNABIS | 9 | $26 | <0.1% | +9 | 新進 | – |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 7 | $40 | <0.1% | +7 | 新進 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 13 | $396 | <0.1% | +13 | 新進 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 15 | $595 | <0.1% | +15 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6 | $706 | <0.1% | +6 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 57 | $1,047 | <0.1% | +57 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16 | $1,073 | <0.1% | +16 | 新進 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40 | $1,235 | <0.1% | +40 | 新進 | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 10 | $1,651 | <0.1% | +10 | 新進 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 26 | $1,762 | <0.1% | +26 | 新進 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23 | $2,283 | <0.1% | +23 | 新進 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 38 | $2,346 | <0.1% | +38 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25 | $2,481 | <0.1% | +25 | 新進 | – |
| iShares Tr46434V696 | CORE MSCI PAC | 45 | $2,546 | <0.1% | +45 | 新進 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 81 | $2,859 | <0.1% | +81 | 新進 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 55 | $2,881 | <0.1% | +55 | 新進 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 78 | $2,953 | <0.1% | +78 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 88 | $3,128 | <0.1% | +88 | 新進 | – |
| iShares Tr46435U366 | SELF DRIVNG EV | 89 | $3,414 | <0.1% | +89 | 新進 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 23 | $3,476 | <0.1% | +23 | 新進 | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 27 | $4,076 | <0.1% | +27 | 新進 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 204 | $4,384 | <0.1% | +204 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 114 | $4,828 | <0.1% | +114 | 新進 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 98 | $4,861 | <0.1% | +98 | 新進 | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 124 | $5,011 | <0.1% | +124 | 新進 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 58 | $5,346 | <0.1% | +58 | 新進 | – |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 118 | $5,373 | <0.1% | +118 | 新進 | – |
| iShares Tr464288125 | 3YRTB ETF | 80 | $5,618 | <0.1% | +80 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 57 | $5,767 | <0.1% | +57 | 新進 | – |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 133 | $6,050 | <0.1% | +133 | 新進 | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 268 | $6,196 | <0.1% | +268 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 98 | $6,232 | <0.1% | +98 | 新進 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 125 | $6,529 | <0.1% | +125 | 新進 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 71 | $6,574 | <0.1% | −2,585−97.3% | 減碼 | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 56 | $6,787 | <0.1% | +56 | 新進 | – |
| iShares MSCI India ETF46429B598 | ETF | 183 | $7,203 | <0.1% | +183 | 新進 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 324 | $7,724 | <0.1% | +324 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 104 | $8,343 | <0.1% | +104 | 新進 | – |
| iShares Global Clean Energy ETF464288224 | ETF | 450 | $8,901 | <0.1% | +450 | 新進 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 67 | $9,166 | <0.1% | +67 | 新進 | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 440 | $9,354 | <0.1% | +440 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 123 | $9,427 | <0.1% | +123 | 新進 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 35 | $9,659 | <0.1% | +35 | 新進 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 500 | $9,675 | <0.1% | +500 | 新進 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 290 | $1.01 萬 | <0.1% | +290 | 新進 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 330 | $1.02 萬 | <0.1% | +330 | 新進 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 390 | $1.05 萬 | <0.1% | −21,058−98.2% | 減碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 341 | $1.08 萬 | <0.1% | +341 | 新進 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 414 | $1.13 萬 | <0.1% | +414 | 新進 | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 440 | $1.26 萬 | <0.1% | +440 | 新進 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 524 | $1.30 萬 | <0.1% | +524 | 新進 | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 390 | $1.31 萬 | <0.1% | +390 | 新進 | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 233 | $1.36 萬 | <0.1% | +233 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 98 | $1.37 萬 | <0.1% | +98 | 新進 | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 349 | $1.39 萬 | <0.1% | +349 | 新進 | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 231 | $1.41 萬 | <0.1% | +231 | 新進 | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 148 | $1.45 萬 | <0.1% | −2,379−94.1% | 減碼 | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 320 | $1.46 萬 | <0.1% | +320 | 新進 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 359 | $1.48 萬 | <0.1% | +359 | 新進 | – |
| ProShares Tr74348A541 | HGH YLD INT RATE | 256 | $1.53 萬 | <0.1% | +256 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,356 | $1.56 萬 | <0.1% | +1,356 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 689 | $1.63 萬 | <0.1% | +689 | 新進 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 225 | $1.71 萬 | <0.1% | +225 | 新進 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 178 | $1.72 萬 | <0.1% | +178 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 531 | $1.72 萬 | <0.1% | +531 | 新進 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 449 | $1.77 萬 | <0.1% | +449 | 新進 | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 338 | $1.88 萬 | <0.1% | +338 | 新進 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 472 | $1.88 萬 | <0.1% | +472 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 750 | $1.91 萬 | <0.1% | +750 | 新進 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 356 | $1.98 萬 | <0.1% | +356 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 452 | $1.99 萬 | <0.1% | +452 | 新進 | – |
| iShares Tr46436E544 | ESG SELE SCR ETF | 589 | $2.00 萬 | <0.1% | +589 | 新進 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 200 | $2.10 萬 | <0.1% | +200 | 新進 | – |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 474 | $2.22 萬 | <0.1% | +474 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 1,354 | $2.32 萬 | <0.1% | +1,354 | 新進 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 749 | $2.55 萬 | <0.1% | +749 | 新進 | – |
| iShares Tr46435G102 | CONV BD ETF | 354 | $2.57 萬 | <0.1% | −8,419−96.0% | 減碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 286 | $2.61 萬 | <0.1% | +286 | 新進 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 1,454 | $2.62 萬 | <0.1% | +1,454 | 新進 | – |
| DBOInvesco DB Oil Fund | OIL FD | 1,800 | $2.62 萬 | <0.1% | +1,800 | 新進 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 500 | $2.64 萬 | <0.1% | +500 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 528 | $2.88 萬 | <0.1% | +528 | 新進 | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 2,009 | $2.92 萬 | <0.1% | +2,009 | 新進 | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 1,000 | $2.96 萬 | <0.1% | +1,000 | 新進 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 362 | $2.98 萬 | <0.1% | +362 | 新進 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 526 | $3.13 萬 | <0.1% | +526 | 新進 | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 1,105 | $3.14 萬 | <0.1% | +1,105 | 新進 | – |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 768 | $3.15 萬 | <0.1% | +768 | 新進 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 161 | $3.36 萬 | <0.1% | +161 | 新進 | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 718 | $3.53 萬 | <0.1% | +718 | 新進 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 751 | $3.61 萬 | <0.1% | +751 | 新進 | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 549 | $3.73 萬 | <0.1% | +549 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 168 | $3.78 萬 | <0.1% | −4,081−96.0% | 減碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 539 | $3.84 萬 | <0.1% | −12,297−95.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 297 | $3.85 萬 | <0.1% | +297 | 新進 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 641 | $3.89 萬 | <0.1% | +641 | 新進 | – |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 321 | $3.90 萬 | <0.1% | +321 | 新進 | – |
| iShares Tr464287192 | US TRSPRTION | 178 | $4.06 萬 | <0.1% | +178 | 新進 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 636 | $4.39 萬 | <0.1% | +636 | 新進 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,831 | $4.43 萬 | <0.1% | +1,831 | 新進 | – |
2022 年第 4 季之後清倉（10 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 100 ETF464287101 | ETF | 8,473 | $144.5 萬 | 0.3% | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 40,716 | $100.4 萬 | 0.2% | 歷史 |
| DBEInvesco DB Energy Fund | ENERGY FD | 36,327 | $82.4 萬 | 0.2% | 歷史 |
| iShares U.S. Regional Banks ETF464288778 | ETF | 14,940 | $71.2 萬 | 0.1% | – |
| Macquarie Global Infrastruct55608D101 | COM | 21,948 | $49.9 萬 | 0.1% | – |
| CSXCSX Corp | Stock | 7,470 | $23.1 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 677 | $22.4 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 931 | $22.4 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 906 | $22.3 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 388 | $21.2 萬 | <0.1% | 歷史 |