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 3 季持倉

持倉截至 2023/9/30，2023/10/25 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

持股檔數: 478; 較 2023 年第 2 季 −7
總值: $6.64 億; 較 2023 年第 2 季 −$16.1 萬 (0.0%)
申報日: 2023/10/25; SEC

WealthShield Partners, LLC 在 2023 年第 3 季的持倉
證券	類別	股數	市值	佔組合 %	股數變化	動作	紀錄
iShares MSCI Acwi Ex U.S. ETF464288240	ETF	4,764	$22.4 萬	<0.1%	+52+1.1%	加碼	–
Vanguard Long-Term Treasury ETF92206C847	ETF	4,108	$22.8 萬	<0.1%	+913+28.6%	加碼	–
Nushares ETF Tr67092P888	NUVEEN ESG EMRGN	8,699	$22.8 萬	<0.1%	−632−6.8%	減碼	–
MOAltria Group, Inc.	Stock	5,328	$22.9 萬	<0.1%	−352−6.2%	減碼	歷史
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	5,293	$23.2 萬	<0.1%	−1,074−16.9%	減碼	–
MAMastercard Inc	Stock	593	$23.5 萬	<0.1%	00.0%	不變	歷史
NEENextera Energy Inc	Stock	4,126	$23.6 萬	<0.1%	+193+4.9%	加碼	歷史
Schwab U.S. Broad Market ETF808524102	ETF	4,837	$24.1 萬	<0.1%	−97−2.0%	減碼	–
CBChubb Ltd	Stock	1,167	$24.4 萬	<0.1%	−7,521−86.6%	減碼	歷史
BPBP PLC	ADR	6,447	$25.0 萬	<0.1%	00.0%	不變	歷史
FDXFedEx Corp	Stock	984	$26.2 萬	<0.1%	+15+1.5%	加碼	歷史
Vanguard Intl Equity Index F922042874	FTSE EUROPE ETF	4,545	$26.3 萬	<0.1%	00.0%	不變	–
SOSouthern Co	Stock	4,099	$26.5 萬	<0.1%	+264+6.9%	加碼	歷史
ZBHZimmer Biomet Holdings, Inc.	Stock	2,395	$26.9 萬	<0.1%	+40+1.7%	加碼	歷史
Innovator ETFs Trust45782C755	US EQTY BUFR JUN	8,300	$27.2 萬	<0.1%	00.0%	不變	–
INTCIntel Corp	Stock	7,709	$27.4 萬	<0.1%	+10.0%	加碼	歷史
PPLPPL Corp	COM	11,533	$27.4 萬	<0.1%	+7+0.1%	加碼	歷史
Advisorshares Tr00768Y206	DORSEY WRIGT ADR	5,603	$27.5 萬	<0.1%	−210−3.6%	減碼	–
OXYOccidental Petroleum Corp	Stock	4,280	$27.8 萬	<0.1%	00.0%	不變	歷史
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	4,903	$28.0 萬	<0.1%	−3,254−39.9%	減碼	–
DGXQuest Diagnostics Inc	COM	2,303	$28.1 萬	<0.1%	00.0%	不變	歷史
WMWaste Management Inc	Stock	1,855	$28.3 萬	<0.1%	−121−6.1%	減碼	歷史
iShares Tr464288513	IBOXX HI YD ETF	3,853	$28.4 萬	<0.1%	−145−3.6%	減碼	–
First Tr Exch Traded FD III33739E108	PFD SECS INC ETF	17,908	$28.6 萬	<0.1%	−2,626−12.8%	減碼	–
PIMCO ETF Tr72201R643	ENHANCD SHORT	2,932	$28.8 萬	<0.1%	+222+8.2%	加碼	–
American Centy ETF Tr025072372	EMERGING MKT VAL	6,639	$28.8 萬	<0.1%	+100+1.5%	加碼	–
ADBEAdobe Inc.	Stock	584	$29.8 萬	<0.1%	+2+0.3%	加碼	歷史
ABTAbbott Laboratories	Stock	3,117	$30.2 萬	<0.1%	+428+15.9%	加碼	歷史
VanEck ETF Trust92189F528	VANECK SHRT MUNI	18,205	$30.4 萬	<0.1%	00.0%	不變	–
CVSCVS Health Corp	Stock	4,357	$30.4 萬	<0.1%	−94−2.1%	減碼	歷史
iShares Inc464286681	MSCI EQUAL WEITE	4,100	$31.0 萬	<0.1%	−164−3.8%	減碼	–
TAT&T Inc.	Stock	20,648	$31.0 萬	<0.1%	−1,325−6.0%	減碼	歷史
Global X FDS37954Y459	RUSSELL 2000	18,564	$31.7 萬	<0.1%	−471−2.5%	減碼	–
Ssga Active ETF Tr78467V608	ST STR BL LN ETF	7,669	$32.2 萬	<0.1%	−171−2.2%	減碼	–
DIASPDR Dow Jones Industrial Average ETF Trust	UT SER 1	963	$32.3 萬	<0.1%	−69−6.7%	減碼	歷史
iShares Tr464287762	US HLTHCARE ETF	1,195	$32.4 萬	<0.1%	−27−2.2%	減碼	–
First Tr Exchange-Traded FD33739Q408	FIRST TR ENH NEW	5,469	$32.6 萬	<0.1%	+836+18.0%	加碼	–
Vanguard Morningstar Large-Cap ETF922908637	ETF	1,729	$33.8 萬	0.1%	−10−0.6%	減碼	–
Vanguard High Dividend Yield Index ETF921946406	ETF	3,275	$33.8 萬	0.1%	+3,275	新進	–
Vanguard Morningstar Small-Cap ETF922908751	ETF	1,831	$34.6 萬	0.1%	00.0%	不變	–
YUMYum Brands Inc	Stock	2,815	$35.2 萬	0.1%	00.0%	不變	歷史
iShares Tr464288273	EAFE SML CP ETF	6,229	$35.2 萬	0.1%	−603−8.8%	減碼	–
IBMInternational Business Machines Corp	Stock	2,516	$35.3 萬	0.1%	−34−1.3%	減碼	歷史
iShares Tr464288166	AGENCY BOND ETF	3,356	$35.5 萬	0.1%	−712−17.5%	減碼	–
PMPhilip Morris International Inc.	Stock	3,785	$35.5 萬	0.1%	−249−6.2%	減碼	歷史
RMTRoyce Micro-Cap Trust, Inc.	COM	42,921	$35.5 萬	0.1%	−7,983−15.7%	減碼	歷史
SPDR Series Trust78464A284	ST NUVE HIGH ETF	14,977	$35.7 萬	0.1%	−82,543−84.6%	減碼	–
iShares Tr46434V878	ULTRA SHORT DUR	7,154	$36.0 萬	0.1%	+326+4.8%	加碼	–
PIMCO ETF Tr72201R635	MUNI INCOME OPP	8,450	$36.3 萬	0.1%	+5,209+160.7%	加碼	–
Invesco Exchange Traded FD T46137V738	LARGE CAP VALUE	7,755	$36.3 萬	0.1%	−55−0.7%	減碼	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	4,048	$36.6 萬	0.1%	−1,400−25.7%	減碼	–
Invesco Exchange Traded FD T46137V597	RAFI US 1500	11,235	$37.1 萬	0.1%	−275−2.4%	減碼依 5 比 1 拆股換算	–
BACBank of America Corp	Stock	13,647	$37.4 萬	0.1%	−150−1.1%	減碼	歷史
iShares Tr464287291	GLOBAL TECH ETF	6,559	$37.9 萬	0.1%	+2,866+77.6%	加碼	–
Fidelity MSCI Information Technology Index ETF316092808	ETF	3,107	$38.2 萬	0.1%	+420+15.6%	加碼	–
Vanguard Scottsdale FDS92206C730	VNG RUS1000IDX	2,009	$39.1 萬	0.1%	+10.0%	加碼	–
CATCaterpillar Inc	Stock	1,449	$39.6 萬	0.1%	+205+16.5%	加碼	歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203	ETF	8,493	$39.9 萬	0.1%	+194+2.3%	加碼	–
WFCWells Fargo & Company	Stock	9,809	$40.1 萬	0.1%	−218−2.2%	減碼	歷史
WisdomTree Tr97717Y527	FLOATNG RAT TREA	8,082	$40.7 萬	0.1%	+8,082	新進	–
UPSUnited Parcel Service Inc	Stock	2,737	$42.7 萬	0.1%	00.0%	不變	歷史
Vanguard Wellington FD921935870	SHORT TRM TAX EX	4,395	$43.4 萬	0.1%	+4,395	新進	–
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	16,888	$44.2 萬	0.1%	+21+0.1%	加碼	–
Vanguard Total World Stock ETF922042742	ETF	4,872	$45.4 萬	0.1%	00.0%	不變	–
Global X Uranium ETF37954Y871	ETF	17,050	$46.1 萬	0.1%	−21,816−56.1%	減碼	–
ASGIabrdn Global Infrastructure Income Fund	COM SHS BEN INT	29,617	$47.7 萬	0.1%	−514−1.7%	減碼	歷史
iShares MSCI USA Momentum Factor ETF46432F396	ETF	3,421	$47.9 萬	0.1%	+218+6.8%	加碼	–
Pacer Trendpilot US Mid Cap ETF69374H204	ETF	15,513	$48.9 萬	0.1%	−4,555−22.7%	減碼	–
Invesco Exch Traded FD Tr II46138G870	VAR RATE PFD	21,986	$49.2 萬	0.1%	−314−1.4%	減碼	–
Innovator ETFs Trust45782C839	US EQT ULTRA BF	17,628	$49.8 萬	0.1%	+17,628	新進	–
Vanguard Intl Equity Index F922042866	FTSE PACIFIC ETF	7,505	$50.2 萬	0.1%	00.0%	不變	–
SPDR Index Shs FDS78463X509	ST PORT MARK ETF	15,076	$50.6 萬	0.1%	−754−4.8%	減碼	–
MDYSPDR S&P Midcap 400 ETF Trust	ETF	1,106	$50.7 萬	0.1%	+61+5.8%	加碼	歷史
First Tr Exchange-Traded FD33733E203	NY ARCA BIOTECH	3,489	$51.1 萬	0.1%	−19−0.5%	減碼	–
NFJVirtus Dividend, Interest & Premium Strategy Fund	COM	45,394	$51.4 萬	0.1%	−1,308−2.8%	減碼	歷史
QCOMQualcomm Inc	Stock	4,717	$52.4 萬	0.1%	00.0%	不變	歷史
Vanguard Morningstar Mid-Cap ETF922908629	ETF	2,600	$54.1 萬	0.1%	+350+15.6%	加碼	–
iShares Russell Midcap ETF464287499	ETF	7,835	$54.5 萬	0.1%	+15+0.2%	加碼	–
Schwab U.S. REIT ETF808524847	ETF	30,898	$54.8 萬	0.1%	+704+2.3%	加碼	–
IDXXIDEXX Laboratories Inc	COM	1,280	$56.0 萬	0.1%	00.0%	不變	歷史
J P Morgan Exchange Traded F46641Q761	US QUALTY FCTR	13,417	$58.1 萬	0.1%	+4,754+54.9%	加碼	–
USCIUnited States Commodity Index Funds Trust	COMM IDX FND	9,891	$58.5 萬	0.1%	−1,439−12.7%	減碼	歷史
Invesco Exchange Traded FD T46137V548	INTL DIVI ACHI	35,339	$59.1 萬	0.1%	+420+1.2%	加碼	–
iShares Tr464288570	ESG MSCI KLD ETF	7,284	$59.5 萬	0.1%	−257−3.4%	減碼	–
TSLATesla, Inc.	Stock	2,389	$59.8 萬	0.1%	+196+8.9%	加碼	歷史
iShares Core High Dividend ETF46429B663	ETF	5,998	$60.0 萬	0.1%	−3,378−36.0%	減碼	–
Vanguard Real Estate ETF922908553	ETF	7,894	$60.3 萬	0.1%	−104−1.3%	減碼	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	8,119	$61.0 萬	0.1%	−4,008−33.1%	減碼	–
BMYBristol Myers Squibb Co	Stock	10,540	$61.2 萬	0.1%	+7+0.1%	加碼	歷史
WisdomTree Tr97717W604	US SMALLCAP DIVD	22,881	$64.5 萬	0.1%	−871−3.7%	減碼	–
JPMorgan Ultra-Short Income ETF46641Q837	ETF	13,011	$65.3 萬	0.1%	+2,249+20.9%	加碼	–
Vanguard World FD921910733	ESG US STK ETF	8,722	$65.6 萬	0.1%	+8,722	新進	–
Invesco Exchange Traded FD T46137V613	RAFI US 1000 ETF	20,630	$65.6 萬	0.1%	−1,445−6.5%	減碼依 5 比 1 拆股換算	–
iShares Tr464287234	MSCI EMG MKT ETF	17,419	$66.1 萬	0.1%	−311−1.8%	減碼	–
PFEPfizer Inc	Stock	20,554	$68.2 萬	0.1%	+2,170+11.8%	加碼	歷史
Innovator ETFs Trust45782C672	US EQT ULTRA BF	23,797	$68.2 萬	0.1%	+9,156+62.5%	加碼	–
Pacer Trendpilot US Bond ETF69374H642	ETF	35,099	$68.4 萬	0.1%	−13,619−28.0%	減碼	–
iShares Tr464287549	EXPND TEC SC ETF	1,800	$68.9 萬	0.1%	00.0%	不變	–
SPDR Series Trust78468R523	ST STR BL 12 ETF	7,060	$70.2 萬	0.1%	−856−10.8%	減碼	–
iShares Tr464288281	JPMORGAN USD EMG	8,509	$70.2 萬	0.1%	+603+7.6%	加碼	–

2023 年第 2 季之後清倉（31 檔）

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2023 年第 2 季之後清倉的部位
證券	類別	2023 年第 2 季股數	2023 年第 2 季市值	2023 年第 2 季佔組合 %	紀錄
ALLAllstate Corp	Stock	17,527	$192.6 萬	0.3%	歷史
EWEdwards Lifesciences Corp	Stock	20,312	$191.6 萬	0.3%	歷史
ELEstee Lauder Companies Inc	CL A	6,978	$137.0 萬	0.2%	歷史
iShares Tr464289479	CORE LT USDB ETF	6,844	$36.0 萬	0.1%	–
iShares U S ETF Tr46431W705	INT RT HDG C B	3,863	$35.9 萬	0.1%	–
DISWalt Disney Co	Stock	3,205	$28.6 萬	<0.1%	歷史
TGTTarget Corp	Stock	1,796	$23.7 萬	<0.1%	歷史
Vanguard Star FDS921909768	VG TL INTL STK F	3,874	$21.7 萬	<0.1%	–
DALDelta Air Lines, Inc.	COM NEW	4,438	$21.1 萬	<0.1%	歷史
HSYHershey Co	COM	831	$20.7 萬	<0.1%	歷史
Amplify ETF Tr032108409	CWP ENHANCED DIV	5,663	$20.4 萬	<0.1%	–
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	4,400	$20.1 萬	<0.1%	–
First Tr Exchange-Traded FD33738D309	SENIOR LN FD	3,528	$16.0 萬	<0.1%	–
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	COM	21,804	$11.2 萬	<0.1%	歷史
DNPDNP Select Income Fund Inc	COM	10,300	$10.9 萬	<0.1%	歷史
Innovator ETFs Trust45782C532	US EQTY ULTRA B	3,443	$10.4 萬	<0.1%	–
First Tr Exchange-Traded FD33738D101	NO AMER ENERGY	2,412	$6.51 萬	<0.1%	–
Nushares ETF Tr67092P805	NUVEEN ESG INTL	2,203	$6.38 萬	<0.1%	–
State Street SPDR S&P Regional Banking ETF78464A698	ETF	1,500	$6.12 萬	<0.1%	–
First Tr Exchange-Traded FD33738D408	FIRST TR TA HIYL	1,401	$5.55 萬	<0.1%	–
Pacer Developed Markets International Cash Cows 100 ETF69374H873	ETF	1,000	$2.97 萬	<0.1%	–
VanEck ETF Trust92189F601	URANI NUCLE ETF	338	$2.01 萬	<0.1%	–
Amplify Blockchain Technology ETF032108607	ETF	500	$1.14 萬	<0.1%	–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853	ETF	316	$8,210	<0.1%	–
PIMCO ETF Tr72201R882	25YR+ ZERO U S	70	$6,442	<0.1%	–
SPDR Series Trust78468R887	ST STR R2K LOWV	50	$5,165	<0.1%	–
Invesco Exch Traded FD Tr II46138E370	S&P 500 HB ETF	18	$1,375	<0.1%	–
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	20	$1,302	<0.1%	–
State Street SPDR Bloomberg Convertible Securities ETF78464A359	ETF	16	$1,119	<0.1%	–
State Street SPDR S&P Homebuilders ETF78464A888	ETF	11	$883	<0.1%	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	17	$692	<0.1%	–