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 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 1,868 | $4.45 萬 | <0.1% | +1,868 | 新進 | – |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 766 | $4.48 萬 | <0.1% | +766 | 新進 | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 395 | $4.48 萬 | <0.1% | +395 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,060 | $4.76 萬 | <0.1% | +1,060 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 650 | $4.86 萬 | <0.1% | +650 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 677 | $4.94 萬 | <0.1% | +677 | 新進 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 1,511 | $5.00 萬 | <0.1% | +1,511 | 新進 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 1,341 | $5.07 萬 | <0.1% | +1,341 | 新進 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 1,600 | $5.12 萬 | <0.1% | +1,600 | 新進 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 1,600 | $5.14 萬 | <0.1% | +1,600 | 新進 | – |
| Innovator ETFs Trust45782C375 | US EQT ULTRA BF | 1,800 | $5.17 萬 | <0.1% | +1,800 | 新進 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 1,700 | $5.22 萬 | <0.1% | +1,700 | 新進 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 200 | $5.26 萬 | <0.1% | +200 | 新進 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 700 | $5.32 萬 | <0.1% | +700 | 新進 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 993 | $5.37 萬 | <0.1% | +993 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E875 | DORSEY WRGT DVLP | 1,800 | $5.39 萬 | <0.1% | +1,800 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 544 | $6.01 萬 | <0.1% | +544 | 新進 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 2,203 | $6.19 萬 | <0.1% | +2,203 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 1,572 | $6.25 萬 | <0.1% | +1,572 | 新進 | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 1,049 | $6.36 萬 | <0.1% | +1,049 | 新進 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,462 | $6.42 萬 | <0.1% | +1,462 | 新進 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 1,419 | $6.79 萬 | <0.1% | +1,419 | 新進 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 2,587 | $6.89 萬 | <0.1% | +2,587 | 新進 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,653 | $6.89 萬 | <0.1% | −37,844−95.8% | 減碼 | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 2,400 | $6.95 萬 | <0.1% | +2,400 | 新進 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 2,231 | $6.96 萬 | <0.1% | +2,231 | 新進 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 600 | $7.06 萬 | <0.1% | +600 | 新進 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 1,344 | $7.19 萬 | <0.1% | +1,344 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 850 | $7.22 萬 | <0.1% | +850 | 新進 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 3,017 | $7.26 萬 | <0.1% | +3,017 | 新進 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 2,300 | $7.27 萬 | <0.1% | +2,300 | 新進 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 1,366 | $7.45 萬 | <0.1% | −73,195−98.2% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,944 | $8.25 萬 | <0.1% | +2,944 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 639 | $8.25 萬 | <0.1% | +639 | 新進 | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 454 | $8.32 萬 | <0.1% | +454 | 新進 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 369 | $8.69 萬 | <0.1% | +369 | 新進 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 2,300 | $8.74 萬 | <0.1% | +2,300 | 新進 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 2,952 | $8.75 萬 | <0.1% | +2,952 | 新進 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 2,000 | $8.77 萬 | <0.1% | +2,000 | 新進 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 3,253 | $9.51 萬 | <0.1% | +3,253 | 新進 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 2,500 | $9.52 萬 | <0.1% | +2,500 | 新進 | – |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 2,898 | $9.56 萬 | <0.1% | +2,898 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,991 | $9.59 萬 | <0.1% | +1,991 | 新進 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 2,157 | $9.72 萬 | <0.1% | +2,157 | 新進 | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 2,500 | $9.75 萬 | <0.1% | +2,500 | 新進 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 3,739 | $9.97 萬 | <0.1% | +3,739 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 675 | $10.1 萬 | <0.1% | +675 | 新進 | – |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 3,617 | $10.3 萬 | <0.1% | +3,617 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,938 | $10.5 萬 | <0.1% | −5,570−74.2% | 減碼 | – |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 21,371 | $10.9 萬 | <0.1% | +21,371 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,356 | $10.9 萬 | <0.1% | +1,356 | 新進 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 4,377 | $11.0 萬 | <0.1% | +4,377 | 新進 | – |
| Flagstar Bank, National Association649445103 | COM | 12,233 | $11.1 萬 | <0.1% | −1,000−7.6% | 減碼 | – |
| IGAVoya Global Advantage & Premium Opportunity Fund | COM | 13,010 | $11.1 萬 | <0.1% | +13,010 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 1,437 | $11.2 萬 | <0.1% | +1,437 | 新進 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 5,041 | $11.3 萬 | <0.1% | +5,041 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E651 | GLOBAL WATER | 3,232 | $11.3 萬 | <0.1% | +3,232 | 新進 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 2,423 | $11.3 萬 | <0.1% | +2,423 | 新進 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 3,850 | $11.4 萬 | <0.1% | +3,850 | 新進 | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 3,600 | $11.4 萬 | <0.1% | +3,600 | 新進 | – |
| BGYBlackRock Enhanced International Dividend Trust | COM BENE INTER | 21,283 | $11.5 萬 | <0.1% | −375−1.7% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V400 | GLOBL ALLO ETF | 2,997 | $11.7 萬 | <0.1% | +2,997 | 新進 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 2,250 | $11.8 萬 | <0.1% | +2,250 | 新進 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 2,504 | $11.8 萬 | <0.1% | +2,504 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,011 | $11.8 萬 | <0.1% | +1,011 | 新進 | – |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 11,962 | $11.9 萬 | <0.1% | +571+5.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 5,098 | $12.0 萬 | <0.1% | +5,098 | 新進 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 4,829 | $12.0 萬 | <0.1% | +4,829 | 新進 | – |
| SPDR Index Shs FDS78470E304 | SPDR BLOOMBERG S | 4,734 | $12.3 萬 | <0.1% | +4,734 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 5,355 | $12.4 萬 | <0.1% | +5,355 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 4,007 | $12.5 萬 | <0.1% | +4,007 | 新進 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 3,728 | $12.6 萬 | <0.1% | +3,728 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 6,126 | $12.7 萬 | <0.1% | −12,068−66.3% | 減碼 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 3,206 | $13.0 萬 | <0.1% | +3,206 | 新進 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,790 | $13.2 萬 | <0.1% | +1,790 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,068 | $13.2 萬 | <0.1% | +1,068 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 3,623 | $13.5 萬 | <0.1% | +3,623 | 新進 | – |
| HBANHuntington Bancshares Inc | COM | 12,003 | $13.6 萬 | <0.1% | −417−3.4% | 減碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 4,000 | $13.7 萬 | <0.1% | +4,000 | 新進 | – |
| Schwab US Tips ETF808524870 | ETF | 2,794 | $15.0 萬 | <0.1% | −1,806−39.3% | 減碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 3,100 | $15.7 萬 | <0.1% | +3,100 | 新進 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 3,528 | $16.0 萬 | <0.1% | +3,528 | 新進 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 5,024 | $16.0 萬 | <0.1% | +5,024 | 新進 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 2,492 | $16.3 萬 | <0.1% | +2,492 | 新進 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,204 | $16.8 萬 | <0.1% | −8,000−78.4% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,691 | $18.0 萬 | <0.1% | +3,691 | 新進 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 3,154 | $18.5 萬 | <0.1% | +3,154 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,416 | $18.5 萬 | <0.1% | +2,416 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,743 | $18.9 萬 | <0.1% | −1,687−31.1% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,675 | $19.3 萬 | <0.1% | −1,647−49.6% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,728 | $19.7 萬 | <0.1% | +1,728 | 新進 | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 9,567 | $19.9 萬 | <0.1% | +9,567 | 新進 | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 3,130 | $19.9 萬 | <0.1% | +3,130 | 新進 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 3,765 | $20.1 萬 | <0.1% | +3,765 | 新進 | – |
| iShares Tr46435G417 | CR 5 10 YR ETF | 4,621 | $20.2 萬 | <0.1% | −1,109−19.4% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 5,717 | $20.3 萬 | <0.1% | +5,717 | 新進 | – |
| MMM3M Co | Stock | 2,007 | $21.1 萬 | <0.1% | +2,007 | 新進 | 歷史 |
| HSYHershey Co | COM | 830 | $21.1 萬 | <0.1% | −200−19.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,877 | $21.4 萬 | <0.1% | −16−0.4% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,320 | $21.8 萬 | <0.1% | −3,000−41.0% | 減碼 | – |
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 |