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
Principal Exchange Traded FD74255Y888	SPECTRUM PFD	10,231	$18.6 萬	<0.1%	+10,231	新進	–
Innovator ETFs Trust45782C649	US EQTY ULTRA B	5,682	$18.7 萬	<0.1%	00.0%	不變	–
iShares MSCI Acwi Ex U.S. ETF464288240	ETF	3,642	$19.4 萬	<0.1%	−1,122−23.6%	減碼	–
Invesco Exchange Traded FD T46137V142	WATER RES ETF	3,044	$20.3 萬	<0.1%	00.0%	不變	–
WisdomTree Tr97717W778	INTL MIDCAP DV	3,240	$20.4 萬	<0.1%	−433−11.8%	減碼	–
MOAltria Group, Inc.	Stock	4,589	$20.5 萬	<0.1%	−471−9.3%	減碼	歷史
ADBEAdobe Inc.	Stock	410	$20.7 萬	<0.1%	−105−20.4%	減碼	歷史
iShares Tr464288513	IBOXX HI YD ETF	2,697	$21.0 萬	<0.1%	−3,073−53.3%	減碼	–
SBUXStarbucks Corp	Stock	2,308	$21.1 萬	<0.1%	−264−10.3%	減碼	歷史
ADPAutomatic Data Processing Inc	Stock	856	$21.5 萬	<0.1%	+856	新進	歷史
Vanguard Morningstar Mid-Cap ETF922908629	ETF	862	$21.5 萬	<0.1%	−17−1.9%	減碼	–
American Centy ETF Tr025072372	EMERGING MKT VAL	4,569	$21.7 萬	<0.1%	+30+0.7%	加碼	–
NEENextera Energy Inc	Stock	3,419	$21.9 萬	<0.1%	−320−8.6%	減碼	歷史
ABTAbbott Laboratories	Stock	1,946	$22.1 萬	<0.1%	−667−25.5%	減碼	歷史
iShares Tr464288687	PFD AND INCM SEC	6,893	$22.2 萬	<0.1%	+4,372+173.4%	加碼	–
VanEck ETF Trust92189F528	VANECK SHRT MUNI	13,123	$22.3 萬	<0.1%	−4,962−27.4%	減碼	–
LOWLowes Companies Inc	Stock	879	$22.4 萬	<0.1%	−111−11.2%	減碼	歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	COM SHS	9,197	$22.6 萬	<0.1%	−519−5.3%	減碼	歷史
BXBlackstone Inc.	COM	1,730	$22.7 萬	<0.1%	−35−2.0%	減碼	歷史
OXYOccidental Petroleum Corp	Stock	3,531	$23.0 萬	<0.1%	−913−20.5%	減碼	歷史
WisdomTree Tr97717W760	INTL SMCAP DIV	3,585	$23.4 萬	<0.1%	−193−5.1%	減碼	–
Vanguard Intl Equity Index F922042874	FTSE EUROPE ETF	3,524	$23.7 萬	<0.1%	−1,021−22.5%	減碼	–
Innovator ETFs Trust45782C425	US EQT ULTRA BFR	7,748	$23.9 萬	<0.1%	+7,748	新進	–
BABoeing Co	Stock	1,238	$23.9 萬	<0.1%	−7,280−85.5%	減碼	歷史
GSGoldman Sachs Group Inc	Stock	574	$24.0 萬	<0.1%	+574	新進	歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474	ETF	8,139	$24.2 萬	<0.1%	+7,439+1,062.7%	加碼	–
RYRoyal Bank of Canada	Stock	2,408	$24.3 萬	<0.1%	−100−4.0%	減碼	歷史
BPBP PLC	ADR	6,542	$24.7 萬	<0.1%	00.0%	不變	歷史
iShares Russell Mid-Cap Value ETF464287473	ETF	2,000	$25.1 萬	<0.1%	−15−0.7%	減碼	–
PPLPPL Corp	COM	9,374	$26.0 萬	<0.1%	−244−2.5%	減碼	歷史
iShares Russell Mid-Cap Growth ETF464287481	ETF	2,320	$26.5 萬	<0.1%	−100−4.1%	減碼	–
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	5,840	$26.6 萬	<0.1%	+1,440+32.7%	加碼	–
American Centy ETF Tr025072299	AVAN RE INTL ETF	4,750	$27.0 萬	<0.1%	+1,000+26.7%	加碼	–
INTCIntel Corp	Stock	6,235	$27.5 萬	<0.1%	−208−3.2%	減碼	歷史
SPDR Series Trust78464A284	ST NUVE HIGH ETF	10,750	$27.6 萬	<0.1%	−3,412−24.1%	減碼	–
Schwab U.S. Broad Market ETF808524102	ETF	4,648	$28.4 萬	<0.1%	−189−3.9%	減碼	–
iShares Tr46432F859	CORE 1 5 YR USD	6,048	$28.7 萬	<0.1%	−2,108−25.8%	減碼	–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375	ETF	9,045	$29.6 萬	<0.1%	+9,045	新進	–
Vanguard Total World Stock ETF922042742	ETF	2,717	$30.0 萬	<0.1%	−85−3.0%	減碼	–
Global X FDS37960A495	MSCI EMERGING MA	12,402	$30.5 萬	<0.1%	+12,402	新進	–
DGXQuest Diagnostics Inc	COM	2,303	$30.7 萬	<0.1%	00.0%	不變	歷史
UPSUnited Parcel Service Inc	Stock	2,068	$30.7 萬	<0.1%	−855−29.3%	減碼	歷史
ZBHZimmer Biomet Holdings, Inc.	Stock	2,356	$31.2 萬	0.1%	00.0%	不變	歷史
Ssga Active ETF Tr78467V608	ST STR BL LN ETF	7,459	$31.4 萬	0.1%	00.0%	不變	–
iShares Core High Dividend ETF46429B663	ETF	2,852	$31.4 萬	0.1%	−2,879−50.2%	減碼	–
TSLATesla, Inc.	Stock	1,846	$32.5 萬	0.1%	−421−18.6%	減碼	歷史
First Tr Exchange-Traded FD33739Q408	FIRST TR ENH NEW	5,469	$32.7 萬	0.1%	00.0%	不變	–
Global X FDS37954Y459	RUSSELL 2000	19,433	$32.9 萬	0.1%	+475+2.5%	加碼	–
Innovator ETFs Trust45782C839	US EQT ULTRA BF	10,326	$32.9 萬	0.1%	−5,452−34.6%	減碼	–
GEGeneral Electric Co	Stock	1,879	$33.0 萬	0.1%	−33−1.7%	減碼	歷史
Global X Uranium ETF37954Y871	ETF	11,566	$33.3 萬	0.1%	−12,850−52.6%	減碼	–
iShares Tr46435G102	CONV BD ETF	4,214	$33.6 萬	0.1%	+3,384+407.7%	加碼	–
CATCaterpillar Inc	Stock	925	$33.9 萬	0.1%	−102−9.9%	減碼	歷史
iShares Russell Midcap ETF464287499	ETF	4,035	$33.9 萬	0.1%	−1,657−29.1%	減碼	–
FCNCAFirst Citizens Bancshares Inc	CL A	208	$34.0 萬	0.1%	00.0%	不變	歷史
CVSCVS Health Corp	Stock	4,322	$34.5 萬	0.1%	−176−3.9%	減碼	歷史
PWRQuanta Services, Inc.	COM	1,338	$34.8 萬	0.1%	−400−23.0%	減碼	歷史
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	11,058	$35.3 萬	0.1%	−4,111−27.1%	減碼	–
DIASPDR Dow Jones Industrial Average ETF Trust	UT SER 1	888	$35.4 萬	0.1%	−75−7.8%	減碼	歷史
PMPhilip Morris International Inc.	Stock	3,956	$36.8 萬	0.1%	+202+5.4%	加碼	歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	ETF	3,300	$38.6 萬	0.1%	+10.0%	加碼	–
YUMYum Brands Inc	Stock	2,785	$38.6 萬	0.1%	00.0%	不變	歷史
RMTRoyce Micro-Cap Trust, Inc.	COM	41,121	$38.9 萬	0.1%	−3,107−7.0%	減碼	歷史
iShares Tr46434V860	TRS FLT RT BD	7,682	$38.9 萬	0.1%	−46,092−85.7%	減碼	–
WFCWells Fargo & Company	Stock	6,740	$39.1 萬	0.1%	−3,171−32.0%	減碼	歷史
iShares MSCI USA Momentum Factor ETF46432F396	ETF	2,128	$39.9 萬	0.1%	−932−30.5%	減碼	–
PIMCO ETF Tr72201R643	ENHANCD SHORT	4,116	$40.6 萬	0.1%	+916+28.6%	加碼	–
TAT&T Inc.	Stock	23,682	$41.7 萬	0.1%	+3,915+19.8%	加碼	歷史
iShares Inc464286681	MSCI EQUAL WEITE	4,645	$42.3 萬	0.1%	−13−0.3%	減碼	–
Invesco Exchange Traded FD T46137V738	LARGE CAP VALUE	7,498	$42.5 萬	0.1%	−280−3.6%	減碼	–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203	ETF	7,893	$42.8 萬	0.1%	−712−8.3%	減碼	–
IBITiShares Bitcoin Trust ETF	ETF	10,670	$43.2 萬	0.1%	+10,670	新進	歷史
Vanguard Long-Term Treasury ETF92206C847	ETF	7,299	$43.2 萬	0.1%	+1,779+32.2%	加碼	–
Invesco Exchange Traded FD T46137V597	RAFI US 1500	11,560	$45.4 萬	0.1%	+50+0.4%	加碼	–
IBMInternational Business Machines Corp	Stock	2,390	$45.6 萬	0.1%	+6+0.3%	加碼	歷史
Vanguard Intl Equity Index F922042866	FTSE PACIFIC ETF	6,061	$46.1 萬	0.1%	−1,255−17.2%	減碼	–
Vanguard Real Estate ETF922908553	ETF	5,392	$46.6 萬	0.1%	−1,958−26.6%	減碼	–
Pacer FDS Tr69374H840	WEALTHSHIELD	16,015	$47.3 萬	0.1%	−786−4.7%	減碼	–
Vanguard Scottsdale FDS92206C730	VNG RUS1000IDX	2,004	$47.8 萬	0.1%	+13+0.7%	加碼	–
iShares MSCI USA Min Vol Factor ETF46429B697	ETF	5,808	$48.5 萬	0.1%	−14,872−71.9%	減碼	–
BTZBlackRock Credit Allocation Income Trust	COM	45,945	$49.1 萬	0.1%	+5,365+13.2%	加碼	歷史
BMYBristol Myers Squibb Co	Stock	9,173	$49.7 萬	0.1%	−511−5.3%	減碼	歷史
Invesco Exch Traded FD Tr II46138G870	VAR RATE PFD	21,256	$50.5 萬	0.1%	−300−1.4%	減碼	–
BACBank of America Corp	Stock	13,426	$51.1 萬	0.1%	−1,751−11.5%	減碼	歷史
Fidelity MSCI Information Technology Index ETF316092808	ETF	3,304	$51.5 萬	0.1%	−146−4.2%	減碼	–
MDYSPDR S&P Midcap 400 ETF Trust	ETF	950	$53.0 萬	0.1%	−141−12.9%	減碼	歷史
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	6,850	$53.0 萬	0.1%	+1,149+20.2%	加碼	–
PFEPfizer Inc	Stock	19,432	$53.9 萬	0.1%	+175+0.9%	加碼	歷史
Vanguard Ftse Emerging Markets ETF922042858	ETF	13,038	$54.5 萬	0.1%	−772−5.6%	減碼	–
Invesco QQQ Trust Series I46090E103	ETF	1,237	$55.0 萬	0.1%	−660−34.8%	減碼	–
NFJVirtus Dividend, Interest & Premium Strategy Fund	COM	43,846	$56.0 萬	0.1%	−1,431−3.2%	減碼	歷史
First Tr Exchange-Traded FD33733E203	NY ARCA BIOTECH	3,648	$56.1 萬	0.1%	+136+3.9%	加碼	–
ASGIabrdn Global Infrastructure Income Fund	COM SHS BEN INT	31,724	$56.3 萬	0.1%	+1,571+5.2%	加碼	歷史
PIMCO ETF Tr72201R635	MUNI INCOME OPP	12,454	$56.8 萬	0.1%	+1,332+12.0%	加碼	–
iShares S&P 100 ETF464287101	ETF	2,416	$59.8 萬	0.1%	−11,700−82.9%	減碼	–
iShares Core MSCI Eafe ETF46432F842	ETF	8,114	$60.2 萬	0.1%	−294−3.5%	減碼	–
Schwab U.S. REIT ETF808524847	ETF	29,862	$60.6 萬	0.1%	−300−1.0%	減碼	–
JPMorgan Ultra-Short Income ETF46641Q837	ETF	12,262	$61.9 萬	0.1%	−2,983−19.6%	減碼	–
USCIUnited States Commodity Index Funds Trust	COMM IDX FND	10,629	$64.8 萬	0.1%	+908+9.3%	加碼	歷史
Vanguard Ftse Developed Markets ETF921943858	ETF	13,313	$66.8 萬	0.1%	−331−2.4%	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%	–