WealthShield Partners, LLC

SEC CIK: 0001729303
最新申報: 2026/8/12

SEC 申報列表（在新分頁開啟）

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/3 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

持股檔數: 485; 較 2023 年第 1 季 +1
總值: $6.64 億; 較 2023 年第 1 季 +$4,332 萬 (+7.0%)
申報日: 2023/8/3; SEC

WealthShield Partners, LLC 在 2023 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
Pacer Trendpilot US Mid Cap ETF69374H204	ETF	20,068	$66.1 萬	0.1%	−2,811−12.3%	減碼	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	7,219	$66.3 萬	0.1%	+1,055+17.1%	加碼	–
BMYBristol Myers Squibb Co	Stock	10,533	$67.4 萬	0.1%	−199−1.9%	減碼	歷史
PFEPfizer Inc	Stock	18,384	$67.4 萬	0.1%	−950−4.9%	減碼	歷史
Vanguard Real Estate ETF922908553	ETF	7,998	$67.6 萬	0.1%	−1,174−12.8%	減碼	–
WisdomTree Tr97717W604	US SMALLCAP DIVD	23,752	$68.4 萬	0.1%	+3,775+18.9%	加碼	–
iShares Tr464288281	JPMORGAN USD EMG	7,906	$68.4 萬	0.1%	−3,386−30.0%	減碼	–
iShares Tr464287234	MSCI EMG MKT ETF	17,730	$70.1 萬	0.1%	−360−2.0%	減碼	–
iShares Tr464287549	EXPND TEC SC ETF	1,800	$70.7 萬	0.1%	00.0%	不變	–
Nushares ETF Tr67092P409	NUVEEN ESG MIDCP	18,268	$71.3 萬	0.1%	+846+4.9%	加碼	–
Invesco Exchange Traded FD T46137V613	RAFI US 1000 ETF	4,415	$72.3 萬	0.1%	−54−1.2%	減碼	–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242	ETF	6,695	$72.4 萬	0.1%	+1,776+36.1%	加碼	–
Nushares ETF Tr67092P508	NUVEEN ESG MIDVL	24,602	$72.9 萬	0.1%	−1,173−4.6%	減碼	–
CVXChevron Corp	Stock	4,677	$73.6 萬	0.1%	−109−2.3%	減碼	歷史
First Trust Dow Jones Internet Index Fund33733E302	ETF	4,561	$74.3 萬	0.1%	+780+20.6%	加碼	–
SPDR Series Trust78468R523	ST STR BL 12 ETF	7,916	$78.7 萬	0.1%	+7,916	新進	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	3,683	$81.1 萬	0.1%	+602+19.5%	加碼	–
iShares Tr464288802	ESG OPTIMIZED	8,673	$81.2 萬	0.1%	−60−0.7%	減碼	–
Dimensional ETF Trust25434V872	CORE FIXE IN ETF	19,513	$81.4 萬	0.1%	−4,395−18.4%	減碼	–
PXDPioneer Natural Resources Co	COM	3,946	$81.7 萬	0.1%	−58−1.4%	減碼	歷史
Vanguard Total Bond Market ETF921937835	ETF	11,323	$82.3 萬	0.1%	−189−1.6%	減碼	–
MCDMcDonalds Corp	Stock	2,759	$82.3 萬	0.1%	+90+3.4%	加碼	歷史
Invesco QQQ Trust Series I46090E103	ETF	2,233	$82.6 萬	0.1%	+60+2.8%	加碼	–
SPDR Index Shs FDS78463X459	ST STR SP GLBDIV	14,490	$83.2 萬	0.1%	+1,830+14.5%	加碼	–
XOMExxonMobil Holdings Corp	COM	7,765	$83.3 萬	0.1%	+265+3.5%	加碼	歷史
Vanguard Ftse All-World Ex-US Index Fund922042775	ETF	15,409	$83.8 萬	0.1%	−1,238−7.4%	減碼	–
Global X Uranium ETF37954Y871	ETF	38,866	$84.3 萬	0.1%	−1,502−3.7%	減碼	–
iShares MSCI Eafe ETF464287465	ETF	11,836	$85.8 萬	0.1%	00.0%	不變	–
iShares S&P Small-Cap 600 Value ETF464287879	ETF	9,202	$87.5 萬	0.1%	−215−2.3%	減碼	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	12,127	$91.8 萬	0.1%	−1,107−8.4%	減碼	–
iShares Tr46435U713	US INFRASTRUC	23,571	$92.1 萬	0.1%	+692+3.0%	加碼	–
Vanguard Morningstar Small-Cap Growth ETF922908595	ETF	4,030	$92.6 萬	0.1%	+104+2.6%	加碼	–
GOOGAlphabet Inc.	Stock	7,670	$92.8 萬	0.1%	−340−4.2%	減碼	歷史
Invesco Exch Traded FD Tr II46138E354	S&P500 LOW VOL	14,980	$94.1 萬	0.1%	−1,408−8.6%	減碼	–
iShares Core High Dividend ETF46429B663	ETF	9,376	$94.5 萬	0.1%	−6,206−39.8%	減碼	–
iShares S&P Small-Cap 600 Growth ETF464287887	ETF	8,274	$95.1 萬	0.1%	+87+1.1%	加碼	–
iShares Tr464287630	RUS 2000 VAL ETF	6,882	$96.9 萬	0.1%	−10,222−59.8%	減碼	–
Pacer Trendpilot US Bond ETF69374H642	ETF	48,718	$97.4 萬	0.1%	−16,515−25.3%	減碼	–
Invesco Exch Traded FD Tr II46138E719	BLOO EN ANGE ETF	56,010	$97.9 萬	0.1%	+1,285+2.3%	加碼	–
GLDSPDR Gold Trust	ETF	5,613	$100.1 萬	0.2%	+73+1.3%	加碼	歷史
iShares Tr464288653	10-20 YR TRS ETF	9,073	$100.5 萬	0.2%	−399−4.2%	減碼	–
iShares Tr46435G193	ESG AWRE USD ETF	45,128	$102.6 萬	0.2%	−6,177−12.0%	減碼	–
DBPInvesco DB Precious Metals Fund	PRECIOUS METAL	21,045	$103.9 萬	0.2%	+10,706+103.5%	加碼	歷史
DVNDevon Energy Corp	Stock	21,548	$104.2 萬	0.2%	+827+4.0%	加碼	歷史
WisdomTree Tr97717W505	US MIDCAP DIVID	25,082	$105.5 萬	0.2%	+3,560+16.5%	加碼	–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	33,830	$110.1 萬	0.2%	+2,243+7.1%	加碼	–
iShares S&P Mid-Cap 400 Growth ETF464287606	ETF	14,779	$110.8 萬	0.2%	+93+0.6%	加碼	–
Simplify Exchange Traded Fun82889N699	MANAGED FUTURES	43,551	$111.5 萬	0.2%	−5,578−11.4%	減碼	–
PIMCO ETF Tr72201R866	INTER MUN BD ACT	21,551	$111.7 萬	0.2%	−1,558−6.7%	減碼	–
iShares S&P Mid-Cap 400 Value ETF464287705	ETF	10,487	$112.3 萬	0.2%	−380−3.5%	減碼	–
Nushares ETF Tr67092P607	NUVEEN ESG SMLCP	31,319	$115.8 萬	0.2%	+27+0.1%	加碼	–
UNPUnion Pacific Corp	Stock	5,743	$117.5 萬	0.2%	−2,979−34.2%	減碼	歷史
JCIJohnson Controls International plc	Stock	17,313	$118.6 萬	0.2%	+17,313	新進	歷史
Invesco Exch Traded FD Tr II46138E404	CEF INM COMPSI	65,870	$119.1 萬	0.2%	+1,760+2.7%	加碼	–
HALHalliburton Co	Stock	37,159	$122.6 萬	0.2%	+4,865+15.1%	加碼	歷史
DRIDarden Restaurants Inc	COM	7,369	$123.1 萬	0.2%	+603+8.9%	加碼	歷史
MPCMarathon Petroleum Corp	Stock	10,645	$124.1 萬	0.2%	+808+8.2%	加碼	歷史
Schwab US Dividend Equity ETF808524797	ETF	17,305	$125.7 萬	0.2%	+1,524+9.7%	加碼	–
KOCoca Cola Co	Stock	21,026	$127.9 萬	0.2%	+7,689+57.7%	加碼	歷史
iShares Core S&P Mid-Cap ETF464287507	ETF	4,917	$128.6 萬	0.2%	−303−5.8%	減碼	–
iShares Tr464287432	20 YR TR BD ETF	12,727	$131.0 萬	0.2%	+1,068+9.2%	加碼	–
Nushares ETF Tr67092P300	NUVEEN ESG LRGVL	38,295	$132.7 萬	0.2%	−3,214−7.7%	減碼	–
CMCSAComcast Corp	Stock	32,036	$133.1 萬	0.2%	+576+1.8%	加碼	歷史
Nushares ETF Tr67092P201	NUVEEN ESG LRGCP	21,739	$135.2 萬	0.2%	+799+3.8%	加碼	–
FISVFiserv Inc	Stock	10,791	$136.1 萬	0.2%	+552+5.4%	加碼	歷史
ELEstee Lauder Companies Inc	CL A	6,978	$137.0 萬	0.2%	+1,706+32.4%	加碼	歷史
Kraneshares Trust500767652	MOUNT LUCAS ETF	45,402	$138.3 萬	0.2%	−6,927−13.2%	減碼	–
STESTERIS plc	SHS USD	6,215	$139.8 萬	0.2%	−1,451−18.9%	減碼	歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	32,375	$139.9 萬	0.2%	−8,129−20.1%	減碼	–
iShares Russell Top 200 Growth ETF464289438	ETF	8,832	$140.0 萬	0.2%	+125+1.4%	加碼	–
CMECME Group Inc.	COM	7,685	$142.4 萬	0.2%	+306+4.1%	加碼	歷史
Vanguard Ftse Emerging Markets ETF922042858	ETF	35,106	$142.8 萬	0.2%	−23,306−39.9%	減碼	–
iShares Tr464287150	CORE S&P TTL STK	14,836	$145.2 萬	0.2%	−7,036−32.2%	減碼	–
PGProcter & Gamble Co	Stock	9,850	$149.5 萬	0.2%	+123+1.3%	加碼	歷史
SPDR Series Trust78468R721	STATE STREET SPD	32,730	$151.1 萬	0.2%	−3,098−8.6%	減碼	–
ICEIntercontinental Exchange, Inc.	Stock	13,423	$151.8 萬	0.2%	+428+3.3%	加碼	歷史
iShares S&P 500 Value ETF464287408	ETF	9,636	$155.3 萬	0.2%	−173−1.8%	減碼	–
MDTMedtronic plc	Stock	17,505	$155.4 萬	0.2%	+778+4.7%	加碼	歷史
iShares Tr46432F859	CORE 1 5 YR USD	33,963	$158.4 萬	0.2%	−6,663−16.4%	減碼	–
State Street Financial Select Sector SPDR ETF81369Y605	ETF	48,757	$164.4 萬	0.2%	−11,669−19.3%	減碼	–
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	28,764	$166.1 萬	0.3%	+6,674+30.2%	加碼	–
CBChubb Ltd	Stock	8,688	$168.0 萬	0.3%	+527+6.5%	加碼	歷史
DUKDuke Energy CORP	Stock	18,877	$169.4 萬	0.3%	+148+0.8%	加碼	歷史
Vanguard S&P 500 ETF922908363	ETF	4,198	$171.7 萬	0.3%	−3−0.1%	減碼	–
APDAir Products & Chemicals, Inc.	Stock	5,701	$171.7 萬	0.3%	+300+5.6%	加碼	歷史
PEPPepsiCo Inc	Stock	9,261	$172.6 萬	0.3%	+3,920+73.4%	加碼	歷史
NVDANVIDIA Corp	Stock	4,201	$177.7 萬	0.3%	−284−6.3%	減碼	歷史
VZVerizon Communications Inc	Stock	47,827	$177.9 萬	0.3%	+2,339+5.1%	加碼	歷史
ETNEaton Corp plc	Stock	9,304	$187.1 萬	0.3%	+112+1.2%	加碼	歷史
Pacer Trendpilot US Large Cap ETF69374H105	ETF	45,931	$189.7 萬	0.3%	−2,990−6.1%	減碼	–
EWEdwards Lifesciences Corp	Stock	20,312	$191.6 萬	0.3%	−4,209−17.2%	減碼	歷史
iShares Russell 1000 Value ETF464287598	ETF	12,167	$192.0 萬	0.3%	+88+0.7%	加碼	–
ALLAllstate Corp	Stock	17,527	$192.6 萬	0.3%	+4,044+30.0%	加碼	歷史
SPYSPDR S&P 500 ETF Trust	ETF	4,339	$193.0 萬	0.3%	+696+19.1%	加碼	歷史
IQVIQVIA Holdings Inc.	Stock	8,621	$193.8 萬	0.3%	−18−0.2%	減碼	歷史
Schwab U.S. Large-Cap ETF808524201	ETF	37,117	$194.4 萬	0.3%	+2,154+6.2%	加碼	–
iShares Russell 2000 Growth ETF464287648	ETF	8,012	$194.4 萬	0.3%	+758+10.4%	加碼	–
BRK.BBerkshire Hathaway Inc	Stock	5,718	$195.0 萬	0.3%	−43−0.7%	減碼	歷史
AVGOBroadcom Inc.	Stock	2,285	$198.3 萬	0.3%	−970−29.8%	減碼	歷史
iShares Inc46434G863	ESG AWR MSCI EM	62,731	$198.4 萬	0.3%	+18,404+41.5%	加碼	–

2023 年第 1 季之後清倉（25 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2023 年第 1 季之後清倉的部位
證券	類別	2023 年第 1 季股數	2023 年第 1 季市值	2023 年第 1 季佔組合 %	紀錄
SPDR Index Shs FDS78470E403	SPDR BLMBERG SAS	26,132	$61.6 萬	0.1%	–
Vanguard High Dividend Yield Index ETF921946406	ETF	2,337	$24.7 萬	<0.1%	–
MMM3M Co	Stock	2,007	$21.1 萬	<0.1%	歷史
iShares Inc464286509	MSCI CDA ETF	4,000	$13.7 萬	<0.1%	–
SPDR Index Shs FDS78470E304	SPDR BLOOMBERG S	4,734	$12.3 萬	<0.1%	–
SPDR Series Trust78464A656	ST STR TIPS ETF	3,739	$9.97 萬	<0.1%	–
Invesco Exch Traded FD Tr II46138E875	DORSEY WRGT DVLP	1,800	$5.39 萬	<0.1%	–
VanEck Semiconductor ETF92189F676	ETF	200	$5.26 萬	<0.1%	–
iShares Tr46435G524	INTL DIV GRWTH	641	$3.89 萬	<0.1%	–
State Street SPDR S&P Semiconductor ETF78464A862	ETF	161	$3.36 萬	<0.1%	–
iShares Tr464288257	MSCI ACWI ETF	286	$2.61 萬	<0.1%	–
iShares Tr46435G409	MSCI INTL VLU FT	524	$1.30 萬	<0.1%	–
SPDR Series Trust78468R804	ST STR R1K LOWV	67	$9,166	<0.1%	–
State Street SPDR NYSE Technology ETF78464A102	ETF	56	$6,787	<0.1%	–
iShares Tr46436E601	ESG MSCI EM LDRS	118	$5,373	<0.1%	–
iShares U S ETF Tr46431W507	SHOR DURA BD ETF	98	$4,861	<0.1%	–
iShares Tr464287770	U.S. FIN SVC ETF	27	$4,076	<0.1%	–
iShares Core MSCI Europe ETF46434V738	ETF	55	$2,881	<0.1%	–
iShares Tr46434V456	MSCI INTL QUALTY	81	$2,859	<0.1%	–
iShares Tr46434V696	CORE MSCI PAC	45	$2,546	<0.1%	–
iShares Tr46429B747	0-5 YR TIPS ETF	25	$2,481	<0.1%	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	23	$2,283	<0.1%	–
SPDR Series Trust78464A664	ST LON TREAS ETF	40	$1,235	<0.1%	–
Kraneshares Trust500767678	GLOBAL CARB STRA	15	$595	<0.1%	–
SPDR Series Trust78468R200	ST STR RATE ETF	13	$396	<0.1%	–