WealthShield Partners, LLC

SEC CIK: 0001729303
最新申報: 2026/8/12

SEC 申報列表（在新分頁開啟）

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

持股檔數: 530; 較 2024 年第 4 季 +41
總值: $7.76 億; 較 2024 年第 4 季 +$7,060 萬 (+10.0%)
申報日: 2025/5/9; SEC

WealthShield Partners, LLC 在 2025 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
Pacer US Cash Cows 100 ETF69374H881	ETF	2	$110	<0.1%	−316−99.4%	減碼	–
iShares Tr46435U663	ESG AWARE MSCI	21	$807	<0.1%	00.0%	不變	–
iShares Tr46435U853	BROAD USD HIGH	27	$994	<0.1%	−5−15.6%	減碼	–
Invesco Exch Traded FD Tr II46138E727	RAFI EMRGNG MRKT	57	$1,239	<0.1%	00.0%	不變	–
J P Morgan Exchange-Traded F46641Q340	BETABUILDERS US	14	$1,262	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q845	DIVERSFD EQT ETF	32	$1,395	<0.1%	00.0%	不變	–
iShares Future AI & Tech ETF46435U556	ETF	58	$1,824	<0.1%	+58	新進	–
ARK ETF Tr00214Q302	GENOMIC REV ETF	91	$1,889	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V134	WILDERHIL CLAN	124	$1,952	<0.1%	00.0%	不變	–
Vanguard Scottsdale FDS92206C565	TOTAL WLD BD ETF	30	$2,064	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138G599	NASDAQ BIOTECH	100	$2,119	<0.1%	00.0%	不變	–
Invesco S&P 500 Equal Weight Technology ETF46137V282	ETF	70	$2,394	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q159	INCOME ETF	53	$2,442	<0.1%	00.0%	不變	–
Vanguard Scottsdale FDS92206C599	VNG RUS3000IDX	10	$2,468	<0.1%	00.0%	不變	–
iShares Tr46435U366	SELF DRIVNG EV	89	$2,601	<0.1%	00.0%	不變	–
Pacer FDS Tr69374H766	INDUSTRIAL RELET	75	$2,773	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	49	$2,800	<0.1%	−348−87.7%	減碼	–
First Tr Exchange Traded FD33734X143	HLTH CARE ALPH	29	$3,004	<0.1%	+29	新進	–
WisdomTree Tr97717X669	US QTLY DIV GRT	38	$3,026	<0.1%	00.0%	不變	–
Amplify ETF Tr032108474	ALTRNTV HARV ETF	157	$3,062	<0.1%	+157	新進	–
iShares Tr46432F388	MSCI USA VALUE	29	$3,093	<0.1%	−7−19.4%	減碼	–
SPDR Series Trust78464A672	ST INTER ETF	112	$3,201	<0.1%	+112	新進	–
WisdomTree Tr97717W315	EMER MKT HIGH FD	78	$3,282	<0.1%	00.0%	不變	–
ARK Blockchain & Fintech Innovation ETF00214Q708	ETF	100	$3,326	<0.1%	00.0%	不變	–
ETF Ser Solutions26922A388	APTUS DEFINED	124	$3,394	<0.1%	+124	新進	–
Innovator ETFs Tr45782C102	IBD 50 ETF	128	$3,442	<0.1%	+128	新進	–
Invesco Exch Traded FD Tr II46138E511	PFD ETF	307	$3,445	<0.1%	00.0%	不變	–
iShares Inc464286533	MSCI EMERG MRKT	60	$3,500	<0.1%	00.0%	不變	–
iShares Semiconductor ETF464287523	ETF	20	$3,768	<0.1%	+20	新進	–
Invesco Exchange Traded FD T46137V118	GBL LISTED PVT	61	$3,908	<0.1%	+61	新進	–
J P Morgan Exchange Traded F46641Q878	BET USD HIG ETF	85	$3,914	<0.1%	00.0%	不變	–
Franklin Templeton ETF Tr35473P850	LIBERTY FDRL TAX	180	$4,229	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V266	S&P500 PUR GWT	115	$4,399	<0.1%	00.0%	不變	–
iShares Esg Aware US Aggregate Bond ETF46435U549	ETF	98	$4,653	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F411	BDC INCOME ETF	278	$4,654	<0.1%	+139+100.0%	加碼	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	54	$4,953	<0.1%	+54	新進	–
SPDR Series Trust78464A755	ST STR SP METAL	90	$5,039	<0.1%	+90	新進	–
VanEck ETF Trust92189F536	LONG MUNI ETF	307	$5,339	<0.1%	00.0%	不變	–
iShares Tr464287556	ISHARES BIOTECH	43	$5,500	<0.1%	−145−77.1%	減碼	–
Nushares ETF Tr67092P870	NUVEEN ESG US	248	$5,502	<0.1%	00.0%	不變	–
BlackRock ETF Trust09290C608	ISHA WORL EX ETF	125	$5,774	<0.1%	−266−68.0%	減碼	–
SPDR Series Trust78464A516	ST INTL BBG ETF	268	$5,858	<0.1%	00.0%	不變	–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474	ETF	200	$6,020	<0.1%	−145−42.0%	減碼	–
Innovator ETFs Trust45782C888	US EQT BUFR APR	150	$6,371	<0.1%	00.0%	不變	–
WisdomTree Tr97717W406	US AI ENHANCED	58	$6,404	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V233	S&P 500 TOP 50	158	$7,271	<0.1%	00.0%	不變	–
Pacer Trendpilot US Bond ETF69374H642	ETF	374	$7,502	<0.1%	00.0%	不變	–
QVCGAOld QVC Group, Inc.	COM SER A	40,000	$8,044	<0.1%	+40,000	新進	歷史
First Tr Exchange-Traded FD33734X127	ENERGY ALPHADX	508	$8,392	<0.1%	+508	新進	–
J P Morgan Exchange Traded F46641Q266	ACTIVEBLDRS EMER	232	$8,876	<0.1%	00.0%	不變	–
iShares MSCI India ETF46429B598	ETF	183	$9,421	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q167	ACTIVE VALUE ETF	159	$1.01 萬	<0.1%	00.0%	不變	–
ETF Ser Solutions26922A784	APTUS DRAWDOWN	236	$1.05 萬	<0.1%	+236	新進	–
iShares Tr46436E759	ESG EAFE ETF	156	$1.05 萬	<0.1%	−626−80.1%	減碼	–
Vanguard BD Index FDS921937793	LONG TERM BOND	151	$1.06 萬	<0.1%	+28+22.8%	加碼	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	239	$1.11 萬	<0.1%	+30+14.4%	加碼	–
ETF Ser Solutions26922A446	OPUS SML CP VL	324	$1.13 萬	<0.1%	+324	新進	–
American Centy ETF Tr025072760	MID CAP GRW IMP	211	$1.20 萬	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C748	US EQTY PWR BUF	330	$1.22 萬	<0.1%	00.0%	不變	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	329	$1.23 萬	<0.1%	+235+250.0%	加碼	–
First Tr Exchange Traded FD33738R860	NASDAQ BK ETF	440	$1.34 萬	<0.1%	00.0%	不變	–
iShares Tr46436E569	ESG SELECT SCRE	319	$1.36 萬	<0.1%	00.0%	不變	–
Vanguard Scottsdale FDS92206C623	VNG RUS2000GRW	74	$1.38 萬	<0.1%	00.0%	不變	–
iShares Select U.S. REIT ETF464287564	ETF	228	$1.40 萬	<0.1%	00.0%	不變	–
Pacer FDS Tr69374H709	GLOBL CASH ETF	390	$1.44 萬	<0.1%	00.0%	不變	–
Fidelity MSCI Materials Index ETF316092881	ETF	320	$1.55 萬	<0.1%	00.0%	不變	–
DNNDenison Mines Corp.	COM	12,000	$1.56 萬	<0.1%	+12,000	新進	歷史
Vanguard Index FDS922908652	EXTEND MKT ETF	98	$1.69 萬	<0.1%	−435−81.6%	減碼	–
Invesco Nasdaq 100 ETF46138G649	ETF	92	$1.78 萬	<0.1%	00.0%	不變	–
iShares Tr464287184	CHINA LG-CAP ETF	500	$1.79 萬	<0.1%	+500	新進	–
First Tr Exchange-Traded FD33733E104	CAP STRENGTH ETF	200	$1.79 萬	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F437	FALLEN ANGEL HG	625	$1.80 萬	<0.1%	−75−10.7%	減碼	–
iShares Tr46436E270	ENVIR AWR RL EST	703	$1.81 萬	<0.1%	00.0%	不變	–
Amplify Blockchain Technology ETF032108607	ETF	500	$1.84 萬	<0.1%	+500	新進	–
Invesco Exchange Traded FD T46137V621	FINL PFD ETF	1,309	$1.87 萬	<0.1%	00.0%	不變	–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	101	$1.99 萬	<0.1%	+25+32.9%	加碼	–
iShares Tr46435G243	ESG AWRE 1 5 YR	799	$2.00 萬	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C789	US EQTY BUFR JUL	478	$2.06 萬	<0.1%	+478	新進	–
Invesco Exchange Traded FD T46137V258	S&P500 PUR VAL	225	$2.08 萬	<0.1%	00.0%	不變	–
PIMCO ETF Tr72201R817	INV GRD CRP BD	231	$2.24 萬	<0.1%	00.0%	不變	–
iShares Tr46435G342	MORTGE REL ETF	1,000	$2.24 萬	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F791	JUNIOR GOLD MINE	398	$2.28 萬	<0.1%	+398	新進	–
J P Morgan Exchange Traded F46641Q373	BETABUILDERS I	383	$2.36 萬	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138E743	RAFI DVLPD MRKTS	472	$2.45 萬	<0.1%	00.0%	不變	–
First Tr Exchange-Traded FD33739Q200	FST LOW OPPT EFT	505	$2.48 萬	<0.1%	00.0%	不變	–
iShares Tr46436E767	ESG MSCI USA ETF	534	$2.49 萬	<0.1%	−1,170−68.7%	減碼	–
Invesco Exch Traded FD Tr II46138G615	INVESCO PHLX SM	750	$2.52 萬	<0.1%	00.0%	不變	–
Schwab Fundamental International Small Equity ETF808524748	ETF	700	$2.53 萬	<0.1%	00.0%	不變	–
Pacer Trendpilot US Mid Cap ETF69374H204	ETF	748	$2.59 萬	<0.1%	−474−38.8%	減碼	–
State Street Consumer Staples Select Sector SPDR ETF81369Y308	ETF	317	$2.59 萬	<0.1%	+317	新進	–
iShares Tr46434V407	0-5YR HI YL CP	638	$2.71 萬	<0.1%	00.0%	不變	–
iShares Tr464287192	US TRSPRTION	432	$2.77 萬	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138E339	S&P 500 MOMNTM	307	$2.84 萬	<0.1%	+104+51.2%	加碼	–
Dimensional ETF Trust25434V765	INTL HIGH PROFIT	1,075	$2.90 萬	<0.1%	+3+0.3%	加碼	–
BlackRock ETF Trust09290C509	ISHA US AWAR ETF	498	$3.02 萬	<0.1%	−1,113−69.1%	減碼	–
iShares Tr464288646	ISHS 1-5YR INVS	589	$3.08 萬	<0.1%	+336+132.8%	加碼	–
iShares Tr464287697	U.S. UTILITS ETF	306	$3.10 萬	<0.1%	00.0%	不變	–
iShares Tr46435G474	FALN ANGLS USD	1,183	$3.17 萬	<0.1%	−72−5.7%	減碼	–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788	ETF	717	$3.17 萬	<0.1%	00.0%	不變	–
State Street Materials Select Sector SPDR ETF81369Y100	ETF	370	$3.18 萬	<0.1%	+2+0.5%	加碼	–

選擇權（3 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

WealthShield Partners, LLC 在 2025 年第 1 季的選擇權部位
證券	類別	賣權	買權
SPYSPDR S&P 500 ETF Trust	ETF	–	$307.7 萬
FCXFreeport-McMoran Inc	Stock	–	$13.3 萬
UBERUber Technologies, Inc	Stock	–	$3.64 萬

2024 年第 4 季之後清倉（22 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2024 年第 4 季之後清倉的部位
證券	類別	2024 年第 4 季股數	2024 年第 4 季市值	2024 年第 4 季佔組合 %	紀錄
STESTERIS plc	SHS USD	7,728	$158.9 萬	0.2%	歷史
TXNTexas Instruments Inc	Stock	5,626	$105.5 萬	0.1%	歷史
RYRoyal Bank of Canada	Stock	1,809	$21.8 萬	<0.1%	歷史
Fidelity Merrimack STR Tr316188309	TOTAL BD ETF	4,807	$21.7 萬	<0.1%	–
CAVACava Group, Inc.	COM	1,864	$21.0 萬	<0.1%	歷史
BOEBlackRock Enhanced Global Dividend Trust	COM	16,315	$17.6 萬	<0.1%	歷史
ProShares Tr74347R206	PSHS ULTRA QQQ	1,524	$16.5 萬	<0.1%	–
GGZGabelli Global Small & Mid Cap Value Trust	COM	12,596	$14.7 萬	<0.1%	歷史
IGAVoya Global Advantage & Premium Opportunity Fund	COM	13,876	$12.9 萬	<0.1%	歷史
iShares Tr46435G409	MSCI INTL VLU FT	4,477	$12.1 萬	<0.1%	–
Innovator ETFs Trust45782C839	US EQT ULTRA BF	2,773	$9.57 萬	<0.1%	–
COTYCoty Inc.	COM CL A	10,000	$6.96 萬	<0.1%	歷史
ProShares Tr74347R305	PSHS ULTRA DOW30	702	$6.69 萬	<0.1%	–
iShares Tr464287861	EUROPE ETF	1,112	$5.79 萬	<0.1%	–
iShares Tr464288760	US AER DEF ETF	346	$5.03 萬	<0.1%	–
Invesco Exchange Traded FD T46137V464	S&P MDCP MOMNTUM	186	$2.30 萬	<0.1%	–
VanEck Semiconductor ETF92189F676	ETF	45	$1.09 萬	<0.1%	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	72	$7,258	<0.1%	–
iShares Global Clean Energy ETF464288224	ETF	410	$4,666	<0.1%	–
iShares Tr46435G219	INVT GRAD SY ETF	59	$2,617	<0.1%	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	56	$1,414	<0.1%	–
iShares Tr464287333	GLOBAL FINLS ETF	6	$576	<0.1%	–