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Livermore
Livermore
中文EN

WealthShield Partners, LLC

SEC CIK
0001729303
最新申報
2026/8/12

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。

機構總覽
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 Tr464287796U.S. ENERGY ETF652$3.22 萬<0.1%−2,099−76.3%減碼–
PIMFranklin Master Intermediate Income TrustSH BEN INT10,000$3.22 萬<0.1%00.0%不變歷史
iShares Tr46429B655FLTG RATE NT ETF640$3.27 萬<0.1%+640新進–
Flagstar Bank, National Association649445103COM10,233$3.29 萬<0.1%00.0%不變–
Occidental Pete Corp WT Exp 080327674599162Stock773$3.33 萬<0.1%+7+0.9%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF600$3.37 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF363$3.37 萬<0.1%+1+0.3%加碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V1,245$3.38 萬<0.1%−392−23.9%減碼–
Innovator ETFs Trust45782C870US EQT PWR BUF1,017$3.42 萬<0.1%00.0%不變–
SPDR Series Trust78468R523ST STR BL 12 ETF344$3.42 萬<0.1%00.0%不變–
iShares Tr4642886613 7 YR TREAS BD297$3.44 萬<0.1%00.0%不變–
iShares Tr46434V4070-5YR HI YL CP810$3.45 萬<0.1%+210+35.0%加碼–
WisdomTree Tr97717X701EUROPE HEDGED EQ724$3.50 萬<0.1%00.0%不變–
iShares Inc464286806MSCI GERMANY ETF1,105$3.51 萬<0.1%00.0%不變–
iShares Tr464287556ISHARES BIOTECH263$3.61 萬<0.1%−400−60.3%減碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF773$3.64 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US388$3.66 萬<0.1%+388新進–
Innovator ETFs Trust45782C532US EQTY ULTRA B1,106$3.70 萬<0.1%00.0%不變–
iShares Tr46436E759ESG EAFE ETF547$3.73 萬<0.1%+48+9.6%加碼–
STLNStarling Oncology, Inc.COM24,126$3.81 萬<0.1%00.0%不變歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,222$4.40 萬<0.1%00.0%不變–
WisdomTree Tr97717W877GLB HIGH DIV FD868$4.41 萬<0.1%+371+74.6%加碼–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL790$4.47 萬<0.1%00.0%不變–
American Centy ETF Tr025072604AVANTIS EMGMKT800$4.64 萬<0.1%+300+60.0%加碼–
iShares Tr464287192US TRSPRTION712$5.01 萬<0.1%00.0%不變依 4 比 1 拆股換算–
Innovator ETFs Trust45782C540US EQTY PWR BUF1,416$5.18 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V407INVESCO MSCI1,274$5.38 萬<0.1%+269+26.8%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF369$5.45 萬<0.1%−510−58.0%減碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW653$5.66 萬<0.1%00.0%不變–
GENIGenius Sports LtdSHARES CL A10,000$5.71 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C375US EQT ULTRA BF1,800$5.88 萬<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF678$6.40 萬<0.1%−398−37.0%減碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF1,216$6.48 萬<0.1%−61−4.8%減碼–
Pacer Trendpilot US Bond ETF69374H642ETF3,223$6.57 萬<0.1%00.0%不變–
iShares Tr464287291GLOBAL TECH ETF896$6.70 萬<0.1%+776+646.7%加碼–
iShares Tr46436E767ESG MSCI USA ETF1,485$6.70 萬<0.1%+94+6.8%加碼–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF1,494$6.78 萬<0.1%+67+4.7%加碼–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF700$6.91 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33738R118NASD TECH DIV993$6.92 萬<0.1%00.0%不變–
iShares Tr46435G474FALN ANGLS USD2,816$7.56 萬<0.1%−296−9.5%減碼–
iShares Tr464287739U.S. REAL ES ETF850$7.64 萬<0.1%−2,234−72.4%減碼–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS3,313$7.92 萬<0.1%−169−4.9%減碼–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2,006$7.93 萬<0.1%−13−0.6%減碼–
Innovator ETFs Trust45782C573US EQTY PWR BUF2,300$8.18 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G508SR LN ETF3,915$8.28 萬<0.1%−1,328−25.3%減碼–
Innovator ETFs Trust45782C581US EQTY BUF NOV2,300$8.39 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT2,488$8.59 萬<0.1%−410−14.1%減碼–
iShares Inc464286392MSCI WORLD ETF600$8.69 萬<0.1%00.0%不變–
PIMCO ETF Tr72201R866INTER MUN BD ACT1,663$8.73 萬<0.1%−632−27.5%減碼–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN860$8.73 萬<0.1%00.0%不變–
VanEck ETF Trust92189F429PREFERRED SECURT4,985$8.82 萬<0.1%+200+4.2%加碼–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX655$8.84 萬<0.1%+655新進–
WisdomTree Tr97717W109US TOTAL DIVIDND1,263$8.93 萬<0.1%+253+25.0%加碼–
iShares Tr464288646ISHS 1-5YR INVS1,743$8.94 萬<0.1%−13−0.7%減碼–
USALiberty All Star Equity FundSH BEN INT13,465$9.63 萬<0.1%+13,465新進歷史
iShares Select Dividend ETF464287168ETF807$9.94 萬<0.1%−220−21.4%減碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF2,317$9.97 萬<0.1%+1,167+101.5%加碼–
iShares Tr464287689RUSSELL 3000 ETF359$10.8 萬<0.1%−10−2.7%減碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF1,933$10.9 萬<0.1%+1,933新進–
BlackRock ETF Trust09290C509ISHA US AWAR ETF1,914$11.0 萬<0.1%+1,914新進–
BOEBlackRock Enhanced Global Dividend TrustCOM10,564$11.0 萬<0.1%−1,077−9.3%減碼歷史
Innovator ETFs Trust45782C730US EQT ULTRA BF3,584$11.1 萬<0.1%00.0%不變–
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER20,238$11.2 萬<0.1%+80.0%加碼歷史
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF4,600$11.3 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN2,494$11.3 萬<0.1%+2,494新進–
IGAVoya Global Advantage & Premium Opportunity FundCOM12,550$11.3 萬<0.1%+496+4.1%加碼歷史
iShares Tr46435U440USD GRN BOND ETF2,484$11.6 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C755US EQTY BUFR JUN3,150$11.8 萬<0.1%−5,150−62.0%減碼–
State Street SPDR S&P Biotech ETF78464A870ETF1,253$11.9 萬<0.1%−701−35.9%減碼–
VanEck ETF Trust92189F171GREEN BOND ETF5,058$12.0 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V815US SMALL CAP ETF4,031$12.1 萬<0.1%−889−18.1%減碼–
SPDR Series Trust78468R739ST NUVE TERM ETF2,584$12.3 萬<0.1%−2,198−46.0%減碼–
iShares Tr46436E7180-3 MTH TREASURY1,221$12.3 萬<0.1%−1,249−50.6%減碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF2,160$12.4 萬<0.1%+2+0.1%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF3,917$12.4 萬<0.1%−923−19.1%減碼–
VanEck ETF Trust92189F486IG FLOA RATE ETF4,900$12.5 萬<0.1%+2,500+104.2%加碼–
iShares Tr464287630RUS 2000 VAL ETF818$13.0 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,244$13.0 萬<0.1%+2,123+1,754.5%加碼–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF5,684$13.2 萬<0.1%+5,611+7,686.3%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,122$13.9 萬<0.1%−11,900−84.9%減碼–
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER3,232$13.9 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF532$14.4 萬<0.1%−34−6.0%減碼–
Schwab Strategic Tr808524649MUN BD ETF2,862$14.9 萬<0.1%+2,862新進–
Fidelity Covington Trust316092832DIVID ETF RISI3,206$14.9 萬<0.1%00.0%不變–
Ssga Active ETF Tr78467V400GLOBL ALLO ETF3,501$15.1 萬<0.1%−278−7.4%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF632$15.2 萬<0.1%00.0%不變–
American Centy ETF Tr025072703INTL EQT ETF2,400$15.3 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V872CORE FIXE IN ETF3,708$15.6 萬<0.1%−12,722−77.4%減碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,850$15.7 萬<0.1%+51+2.8%加碼–
iShares Core S&P US Value ETF464287663ETF1,750$15.8 萬<0.1%00.0%不變–
HBANHuntington Bancshares IncCOM11,554$16.3 萬<0.1%−246−2.1%減碼歷史
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL5,272$17.0 萬<0.1%−1,046−16.6%減碼–
VanEck ETF Trust92189F460CEF MUNI INCOME7,856$17.0 萬<0.1%−1,795−18.6%減碼–
Nushares ETF Tr67092P854ESG HI TLD CRP8,227$17.4 萬<0.1%−515−5.9%減碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF4,809$17.4 萬<0.1%00.0%不變–
SPDR Series Trust78464A763ST STR SP DIV1,331$17.5 萬<0.1%+1+0.1%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,179$17.5 萬<0.1%−665−23.4%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,697$17.8 萬<0.1%−186−6.5%減碼–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN6,699$18.4 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF812$18.6 萬<0.1%−699−46.3%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.Stock5,710$157.3 萬0.3%歷史
iShares Tr464287549EXPND TEC SC ETF1,800$80.7 萬0.1%–
DBPInvesco DB Precious Metals FundPRECIOUS METAL9,288$46.4 萬0.1%歷史
Kraneshares Trust500767652MOUNT LUCAS ETF16,093$46.4 萬0.1%–
iShares Tr464288760US AER DEF ETF2,027$25.7 萬<0.1%–
FDXFedEx CorpStock984$25.0 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF14,826$25.0 萬<0.1%–
TGTTarget CorpStock1,652$23.5 萬<0.1%歷史
DISWalt Disney CoStock2,539$23.0 萬<0.1%歷史
MAMastercard IncStock527$22.5 萬<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF3,154$20.2 萬<0.1%–
CICigna GroupStock671$20.1 萬<0.1%歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF4,300$14.9 萬<0.1%–
iShares Tr46435G250HIGH YLD SYSTM B3,045$14.1 萬<0.1%–
Innovator ETFs Trust45782C698US EQUT BUFR AUG3,600$13.0 萬<0.1%–
UNGUnited States Natural Gas Fund, LPUNIT PAR24,500$12.4 萬<0.1%歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF2,423$11.4 萬<0.1%–
Schwab Strategic Tr808524862SHT TM US TRES2,017$9.77 萬<0.1%–
Innovator ETFs Trust45782C664US EQTY BUF SEP2,100$7.70 萬<0.1%–
Innovator ETFs Trust45782C565US EQTY ULTRA BU2,400$7.59 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF1,067$6.60 萬<0.1%–
Kraneshares Trust500767306CSI CHI INTERNET2,218$5.99 萬<0.1%–
Innovator ETFs Trust45782C433US EQTY BUFR FEB1,600$5.86 萬<0.1%–
Innovator ETFs Trust45782C417US EQTY PWR BUF1,700$5.55 萬<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF576$5.46 萬<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF650$4.68 萬<0.1%–
iShares Tr46435U218ESG MSCI LEADR539$4.55 萬<0.1%–
iShares Tr464288182MSCI AC ASIA ETF549$3.65 萬<0.1%–
iShares Tr464288356CALIF MUN BD ETF600$3.48 萬<0.1%–
VanEck ETF Trust92189F502LOW CARBN ENERGY254$2.81 萬<0.1%–
DBOInvesco DB Oil FundOIL FD1,800$2.50 萬<0.1%歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO689$1.72 萬<0.1%–
ProShares Tr74348A541HGH YLD INT RATE256$1.61 萬<0.1%–
WisdomTree Tr97717W869EUROPE SMCP DV244$1.46 萬<0.1%–
WisdomTree Tr97717W380INTRST RATE HDGE662$1.45 萬<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF72$1.22 萬<0.1%–
SENSSenseonics Holdings, Inc.COM12,500$7,126<0.1%歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW114$5,033<0.1%–
Dimensional ETF Trust25434V823US REAL ESTA ETF204$4,639<0.1%–
iShares Inc46434G889EMNG MKTS EQT52$2,229<0.1%–
iShares Tr46432F370MSCI USA SZE FT1$132<0.1%–