WealthShield Partners, LLC

SEC CIK: 0001729303
最新申報: 2026/8/12

SEC 申報列表（在新分頁開啟）

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/4/29 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

持股檔數: 475; 較 2023 年第 4 季 +1
總值: $6.18 億; 較 2023 年第 4 季 +$1,063 萬 (+1.7%)
申報日: 2024/4/29; SEC

WealthShield Partners, LLC 在 2024 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
iShares Tr46435U663	ESG AWARE MSCI	21	$846	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138E727	RAFI EMRGNG MRKT	57	$1,109	<0.1%	00.0%	不變	–
iShares Tr46432F875	MRNGSTR INC ETF	62	$1,236	<0.1%	00.0%	不變	–
J P Morgan Exchange-Traded F46641Q340	BETABUILDERS US	14	$1,294	<0.1%	+14	新進	–
iShares Tr464287333	GLOBAL FINLS ETF	16	$1,364	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q845	DIVERSFD EQT ETF	32	$1,446	<0.1%	+32	新進	–
Invesco Exchange Traded FD T46137V118	GBL LISTED PVT	25	$1,630	<0.1%	+8+47.1%	加碼	–
iShares Tr46435U853	BROAD USD HIGH	46	$1,685	<0.1%	+1+2.2%	加碼	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	69	$1,745	<0.1%	−457−86.9%	減碼	–
Pacer FDS Tr69374H741	DATA AND INFRAST	61	$1,758	<0.1%	+61	新進	–
Global X FDS37954Y673	US INFR DEV ETF	48	$1,920	<0.1%	−1−2.0%	減碼	–
Vanguard Scottsdale FDS92206C565	TOTAL WLD BD ETF	30	$2,058	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138G599	NASDAQ BIOTECH	100	$2,218	<0.1%	+100	新進	–
Vanguard Scottsdale FDS92206C599	VNG RUS3000IDX	10	$2,330	<0.1%	00.0%	不變	–
Global X FDS37954Y848	GLOBAL X SILVER	87	$2,389	<0.1%	+29+50.0%	加碼	–
iShares Tr464288521	CRE U S REIT ETF	45	$2,404	<0.1%	+1+2.3%	加碼	–
J P Morgan Exchange Traded F46641Q159	INCOME ETF	53	$2,415	<0.1%	+53	新進	–
iShares Inc46434G772	MSCI TAIWAN ETF	50	$2,434	<0.1%	+50	新進	–
Invesco S&P 500 Equal Weight Technology ETF46137V282	ETF	70	$2,463	<0.1%	00.0%	不變	–
Global X FDS37954Y830	GLOBAL X COPPER	60	$2,530	<0.1%	+1+1.7%	加碼	–
iShares Tr46435U366	SELF DRIVNG EV	89	$2,797	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V134	WILDERHIL CLAN	124	$2,858	<0.1%	00.0%	不變	–
WisdomTree Tr97717X669	US QTLY DIV GRT	38	$2,887	<0.1%	00.0%	不變	–
WisdomTree Tr97717W315	EMER MKT HIGH FD	78	$3,264	<0.1%	00.0%	不變	–
iShares Inc464286533	MSCI EMERG MRKT	63	$3,543	<0.1%	−209−76.8%	減碼	–
iShares Tr46432F388	MSCI USA VALUE	36	$3,899	<0.1%	00.0%	不變	–
State Street Industrial Select Sector SPDR ETF81369Y704	ETF	31	$3,905	<0.1%	−861−96.5%	減碼	–
J P Morgan Exchange Traded F46641Q878	BET USD HIG ETF	85	$3,926	<0.1%	+85	新進	–
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	49	$4,001	<0.1%	+49	新進	–
Invesco Exchange Traded FD T46137V266	S&P500 PUR GWT	115	$4,223	<0.1%	00.0%	不變	–
Franklin Templeton ETF Tr35473P850	LIBERTY FDRL TAX	180	$4,306	<0.1%	00.0%	不變	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	93	$4,580	<0.1%	+93	新進	–
iShares Tr464288125	3YRTB ETF	80	$5,591	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C805	US EQT ULTRA BF	200	$5,632	<0.1%	00.0%	不變	–
WisdomTree Tr97717W406	US AI ENHANCED	58	$5,937	<0.1%	00.0%	不變	–
SPDR Series Trust78464A516	ST INTL BBG ETF	268	$5,960	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C888	US EQT BUFR APR	150	$6,006	<0.1%	00.0%	不變	–
Nushares ETF Tr67092P870	NUVEEN ESG US	283	$6,218	<0.1%	00.0%	不變	–
iShares Global Clean Energy ETF464288224	ETF	450	$6,291	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V472	S&P MDCP QUALITY	59	$6,505	<0.1%	+59	新進	–
American Centy ETF Tr025072760	MID CAP GRW IMP	120	$6,933	<0.1%	−1−0.8%	減碼	–
iShares Tr464287622	RUS 1000 ETF	25	$7,201	<0.1%	−418−94.4%	減碼	–
VanEck ETF Trust92189F536	LONG MUNI ETF	418	$7,528	<0.1%	−836−66.7%	減碼	–
iShares Tr464287234	MSCI EMG MKT ETF	198	$8,134	<0.1%	−15,851−98.8%	減碼	–
J P Morgan Exchange Traded F46641Q266	ACTIVEBLDRS EMER	232	$8,503	<0.1%	+232	新進	–
Invesco Exchange Traded FD T46137V464	S&P MDCP MOMNTUM	76	$8,729	<0.1%	+76	新進	–
Invesco Exch Traded FD Tr II46138E511	PFD ETF	741	$8,803	<0.1%	−615−45.4%	減碼	–
Vanguard BD Index FDS921937793	LONG TERM BOND	123	$8,897	<0.1%	00.0%	不變	–
iShares MSCI India ETF46429B598	ETF	183	$9,441	<0.1%	00.0%	不變	–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300	ETF	263	$9,495	<0.1%	+263	新進	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	126	$9,500	<0.1%	−435−77.5%	減碼	–
First Tr Exchange-Traded FD33734X127	ENERGY ALPHADX	508	$9,515	<0.1%	+508	新進	–
J P Morgan Exchange Traded F46641Q167	ACTIVE VALUE ETF	159	$9,523	<0.1%	+159	新進	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	187	$1.09 萬	<0.1%	00.0%	不變	–
iShares Tr464288448	INTL SEL DIV ETF	400	$1.12 萬	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C748	US EQTY PWR BUF	330	$1.14 萬	<0.1%	00.0%	不變	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	116	$1.16 萬	<0.1%	+116	新進	–
First Tr Exchange Traded FD33738R860	NASDAQ BK ETF	440	$1.19 萬	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C680	US EQTY PWR BF	350	$1.24 萬	<0.1%	−3,500−90.9%	減碼	–
Innovator ETFs Trust45782C813	US EQTY PWR BUF	341	$1.30 萬	<0.1%	00.0%	不變	–
Pacer FDS Tr69374H709	GLOBL CASH ETF	390	$1.35 萬	<0.1%	00.0%	不變	–
iShares U.S. Medical Devices ETF464288810	ETF	234	$1.37 萬	<0.1%	−1,817−88.6%	減碼	–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	76	$1.40 萬	<0.1%	00.0%	不變	–
iShares Tr464288166	AGENCY BOND ETF	133	$1.44 萬	<0.1%	00.0%	不變	–
Vanguard Scottsdale FDS92206C623	VNG RUS2000GRW	74	$1.46 萬	<0.1%	+64+640.0%	加碼	–
VanEck ETF Trust92189F791	JUNIOR GOLD MINE	423	$1.64 萬	<0.1%	00.0%	不變	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	304	$1.65 萬	<0.1%	00.0%	不變	–
Fidelity MSCI Materials Index ETF316092881	ETF	320	$1.68 萬	<0.1%	00.0%	不變	–
Global X FDS37954Y624	AUTONMOUS EV ETF	686	$1.69 萬	<0.1%	00.0%	不變	–
Global X FDS37954Y293	GLB X MLP ENRG I	349	$1.71 萬	<0.1%	00.0%	不變	–
First Tr Exchange-Traded FD33733E104	CAP STRENGTH ETF	200	$1.71 萬	<0.1%	00.0%	不變	–
Vanguard Index FDS922908652	EXTEND MKT ETF	98	$1.72 萬	<0.1%	00.0%	不變	–
BlackRock ETF Trust09290C608	ISHA WORL EX ETF	381	$1.74 萬	<0.1%	+381	新進	–
VanEck ETF Trust92189F106	GOLD MINERS ETF	596	$1.88 萬	<0.1%	−21−3.4%	減碼	–
Vanguard Short-Term Bond ETF921937827	ETF	253	$1.94 萬	<0.1%	−588−69.9%	減碼	–
iShares Inc464286400	MSCI BRAZIL ETF	602	$1.95 萬	<0.1%	+188+45.4%	加碼	–
iShares Select U.S. REIT ETF464287564	ETF	339	$1.96 萬	<0.1%	+31+10.1%	加碼	–
Invesco Exchange Traded FD T46137V258	S&P500 PUR VAL	225	$1.99 萬	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V621	FINL PFD ETF	1,309	$1.99 萬	<0.1%	00.0%	不變	–
Schwab US Tips ETF808524870	ETF	416	$2.17 萬	<0.1%	−8−1.9%	減碼	–
Invesco Exch Traded FD Tr II46138E339	S&P 500 MOMNTM	276	$2.22 萬	<0.1%	+276	新進	–
Global X FDS37954Y483	NASDAQ 100 COVER	1,240	$2.22 萬	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F437	FALLEN ANGEL HG	775	$2.25 萬	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	397	$2.30 萬	<0.1%	−131−24.8%	減碼	–
iShares Tr46435G243	ESG AWRE 1 5 YR	939	$2.30 萬	<0.1%	−2,205−70.1%	減碼	–
J P Morgan Exchange Traded F46641Q373	BETABUILDERS I	383	$2.30 萬	<0.1%	+383	新進	–
iShares Tr46435G342	MORTGE REL ETF	1,000	$2.32 萬	<0.1%	+1,000	新進	–
Invesco Exch Traded FD Tr II46138E743	RAFI DVLPD MRKTS	472	$2.34 萬	<0.1%	+20+4.4%	加碼	–
PIMCO ETF Tr72201R817	INV GRD CRP BD	246	$2.37 萬	<0.1%	00.0%	不變	–
iShares Tr46435G417	CR 5 10 YR ETF	555	$2.38 萬	<0.1%	00.0%	不變	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	525	$2.39 萬	<0.1%	00.0%	不變	–
First Tr Exchange-Traded FD33739Q200	FST LOW OPPT EFT	505	$2.44 萬	<0.1%	−102−16.8%	減碼	–
Schwab Fundamental International Small Equity ETF808524748	ETF	700	$2.48 萬	<0.1%	00.0%	不變	–
iShares Tr464287697	U.S. UTILITS ETF	306	$2.59 萬	<0.1%	00.0%	不變	–
MINAberdeen Intermediate Income Fund	SH BEN INT	10,000	$2.66 萬	<0.1%	+10,000	新進	歷史
Pacer US Cash Cows 100 ETF69374H881	ETF	487	$2.83 萬	<0.1%	−215−30.6%	減碼	–
Invesco Exch Traded FD Tr II46138G615	INVESCO PHLX SM	750	$2.89 萬	<0.1%	00.0%	不變	–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788	ETF	717	$2.92 萬	<0.1%	−90−11.2%	減碼	–
Schwab Fundamental U.S. Large Company ETF808524771	ETF	441	$2.97 萬	<0.1%	−272−38.1%	減碼	–
Dimensional ETF Trust25434V765	INTL HIGH PROFIT	1,151	$3.10 萬	<0.1%	−383−25.0%	減碼	–

2023 年第 4 季之後清倉（41 檔）

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2023 年第 4 季之後清倉的部位
證券	類別	2023 年第 4 季股數	2023 年第 4 季市值	2023 年第 4 季佔組合 %	紀錄
APDAir Products & Chemicals, Inc.	Stock	5,710	$157.3 萬	0.3%	歷史
iShares Tr464287549	EXPND TEC SC ETF	1,800	$80.7 萬	0.1%	–
DBPInvesco DB Precious Metals Fund	PRECIOUS METAL	9,288	$46.4 萬	0.1%	歷史
Kraneshares Trust500767652	MOUNT LUCAS ETF	16,093	$46.4 萬	0.1%	–
iShares Tr464288760	US AER DEF ETF	2,027	$25.7 萬	<0.1%	–
FDXFedEx Corp	Stock	984	$25.0 萬	<0.1%	歷史
First Tr Exch Traded FD III33739E108	PFD SECS INC ETF	14,826	$25.0 萬	<0.1%	–
TGTTarget Corp	Stock	1,652	$23.5 萬	<0.1%	歷史
DISWalt Disney Co	Stock	2,539	$23.0 萬	<0.1%	歷史
MAMastercard Inc	Stock	527	$22.5 萬	<0.1%	歷史
iShares Inc46434G822	MSCI JAPAN ETF	3,154	$20.2 萬	<0.1%	–
CICigna Group	Stock	671	$20.1 萬	<0.1%	歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656	ETF	4,300	$14.9 萬	<0.1%	–
iShares Tr46435G250	HIGH YLD SYSTM B	3,045	$14.1 萬	<0.1%	–
Innovator ETFs Trust45782C698	US EQUT BUFR AUG	3,600	$13.0 萬	<0.1%	–
UNGUnited States Natural Gas Fund, LP	UNIT PAR	24,500	$12.4 萬	<0.1%	歷史
Dimensional ETF Trust25434V864	SHOR DUR FIX ETF	2,423	$11.4 萬	<0.1%	–
Schwab Strategic Tr808524862	SHT TM US TRES	2,017	$9.77 萬	<0.1%	–
Innovator ETFs Trust45782C664	US EQTY BUF SEP	2,100	$7.70 萬	<0.1%	–
Innovator ETFs Trust45782C565	US EQTY ULTRA BU	2,400	$7.59 萬	<0.1%	–
iShares Tr464288273	EAFE SML CP ETF	1,067	$6.60 萬	<0.1%	–
Kraneshares Trust500767306	CSI CHI INTERNET	2,218	$5.99 萬	<0.1%	–
Innovator ETFs Trust45782C433	US EQTY BUFR FEB	1,600	$5.86 萬	<0.1%	–
Innovator ETFs Trust45782C417	US EQTY PWR BUF	1,700	$5.55 萬	<0.1%	–
SPDR Series Trust78468R622	ST BLOO HIGH ETF	576	$5.46 萬	<0.1%	–
State Street Consumer Staples Select Sector SPDR ETF81369Y308	ETF	650	$4.68 萬	<0.1%	–
iShares Tr46435U218	ESG MSCI LEADR	539	$4.55 萬	<0.1%	–
iShares Tr464288182	MSCI AC ASIA ETF	549	$3.65 萬	<0.1%	–
iShares Tr464288356	CALIF MUN BD ETF	600	$3.48 萬	<0.1%	–
VanEck ETF Trust92189F502	LOW CARBN ENERGY	254	$2.81 萬	<0.1%	–
DBOInvesco DB Oil Fund	OIL FD	1,800	$2.50 萬	<0.1%	歷史
Dimensional ETF Trust25434V732	EMERGING MKTS CO	689	$1.72 萬	<0.1%	–
ProShares Tr74348A541	HGH YLD INT RATE	256	$1.61 萬	<0.1%	–
WisdomTree Tr97717W869	EUROPE SMCP DV	244	$1.46 萬	<0.1%	–
WisdomTree Tr97717W380	INTRST RATE HDGE	662	$1.45 萬	<0.1%	–
Invesco Nasdaq 100 ETF46138G649	ETF	72	$1.22 萬	<0.1%	–
SENSSenseonics Holdings, Inc.	COM	12,500	$7,126	<0.1%	歷史
Invesco Exch Traded FD Tr II46138G102	S&P SMLCP LOW	114	$5,033	<0.1%	–
Dimensional ETF Trust25434V823	US REAL ESTA ETF	204	$4,639	<0.1%	–
iShares Inc46434G889	EMNG MKTS EQT	52	$2,229	<0.1%	–
iShares Tr46432F370	MSCI USA SZE FT	1	$132	<0.1%	–