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 2 季持倉

持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

持股檔數: 554; 較 2025 年第 1 季 +24
總值: $8.27 億; 較 2025 年第 1 季 +$5,148 萬 (+6.6%)
申報日: 2025/8/8; SEC

WealthShield Partners, LLC 在 2025 年第 2 季的持倉
證券	類別	股數	市值	佔組合 %	股數變化	動作	紀錄
Pacer Trendpilot US Bond ETF69374H642	ETF	2	$40	<0.1%	−372−99.5%	減碼	–
Pacer US Cash Cows 100 ETF69374H881	ETF	2	$110	<0.1%	00.0%	不變	–
iShares Tr46435U663	ESG AWARE MSCI	21	$868	<0.1%	00.0%	不變	–
iShares Inc46434G855	MSCI GBL GOLD MN	20	$876	<0.1%	+20	新進	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	40	$1,019	<0.1%	+40	新進	–
State Street SPDR S&P Aerospace & Defense ETF78464A631	ETF	5	$1,055	<0.1%	+5	新進	–
State Street Industrial Select Sector SPDR ETF81369Y704	ETF	9	$1,328	<0.1%	+9	新進	–
Invesco Exch Traded FD Tr II46138E727	RAFI EMRGNG MRKT	57	$1,333	<0.1%	00.0%	不變	–
J P Morgan Exchange-Traded F46641Q340	BETABUILDERS US	14	$1,364	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q845	DIVERSFD EQT ETF	32	$1,456	<0.1%	00.0%	不變	–
ETF Ser Solutions26922A388	APTUS DEFINED	62	$1,782	<0.1%	−62−50.0%	減碼	–
Invesco Exchange Traded FD T46137V621	FINL PFD ETF	145	$2,046	<0.1%	−1,164−88.9%	減碼	–
Vanguard Scottsdale FDS92206C565	TOTAL WLD BD ETF	30	$2,080	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138G599	NASDAQ BIOTECH	100	$2,113	<0.1%	00.0%	不變	–
Global X FDS37954Y848	GLOBAL X SILVER	45	$2,166	<0.1%	+45	新進	–
ARK ETF Tr00214Q302	GENOMIC REV ETF	91	$2,216	<0.1%	00.0%	不變	–
Global X FDS37954Y830	GLOBAL X COPPER	51	$2,277	<0.1%	+51	新進	–
J P Morgan Exchange Traded F46641Q159	INCOME ETF	53	$2,455	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V134	WILDERHIL CLAN	124	$2,470	<0.1%	00.0%	不變	–
SPDR Index Shs FDS78463X855	S&P GBLINF ETF	39	$2,596	<0.1%	+39	新進	–
iShares Tr46435U366	SELF DRIVNG EV	89	$2,722	<0.1%	00.0%	不變	–
Vanguard Scottsdale FDS92206C599	VNG RUS3000IDX	10	$2,728	<0.1%	00.0%	不變	–
iShares Tr464288406	MRGSTR MD CP VAL	36	$2,751	<0.1%	+36	新進	–
Amplify ETF Tr032108474	ALTRNTV HARV ETF	157	$2,820	<0.1%	00.0%	不變	–
State Street SPDR S&P Semiconductor ETF78464A862	ETF	11	$2,825	<0.1%	+11	新進	–
American Centy ETF Tr025072877	US SML CP VALU	31	$2,838	<0.1%	+31	新進	–
Invesco S&P 500 Equal Weight Technology ETF46137V282	ETF	70	$2,855	<0.1%	00.0%	不變	–
First Tr Exchange Traded FD33734X143	HLTH CARE ALPH	29	$3,007	<0.1%	00.0%	不變	–
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	28	$3,039	<0.1%	+28	新進	–
WisdomTree Tr97717X669	US QTLY DIV GRT	38	$3,173	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F536	LONG MUNI ETF	191	$3,226	<0.1%	−116−37.8%	減碼	–
iShares Tr46432F388	MSCI USA VALUE	29	$3,283	<0.1%	00.0%	不變	–
iShares Inc464286533	MSCI EMERG MRKT	53	$3,328	<0.1%	−7−11.7%	減碼	–
WisdomTree Tr97717W315	EMER MKT HIGH FD	78	$3,533	<0.1%	00.0%	不變	–
iShares Core MSCI Europe ETF46434V738	ETF	56	$3,707	<0.1%	+56	新進	–
Pacer FDS Tr69374H766	INDUSTRIAL RELET	102	$3,775	<0.1%	+27+36.0%	加碼	–
J P Morgan Exchange Traded F46641Q878	BET USD HIG ETF	85	$3,964	<0.1%	00.0%	不變	–
Innovator ETFs Tr45782C102	IBD 50 ETF	128	$4,146	<0.1%	00.0%	不變	–
Franklin Templeton ETF Tr35473P850	LIBERTY FDRL TAX	180	$4,156	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F411	BDC INCOME ETF	266	$4,323	<0.1%	−12−4.3%	減碼	–
iShares Esg Aware US Aggregate Bond ETF46435U549	ETF	98	$4,659	<0.1%	00.0%	不變	–
iShares Inc46434G848	MSCI GBL ETF NEW	129	$4,850	<0.1%	+129	新進	–
ARK Blockchain & Fintech Innovation ETF00214Q708	ETF	100	$5,024	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138E511	PFD ETF	455	$5,064	<0.1%	+148+48.2%	加碼	–
Defiance Quantum ETF26922A420	ETF	56	$5,157	<0.1%	+56	新進	–
Invesco Exchange Traded FD T46137V266	S&P500 PUR GWT	115	$5,264	<0.1%	00.0%	不變	–
iShares Tr464287556	ISHARES BIOTECH	43	$5,440	<0.1%	00.0%	不變	–
Nushares ETF Tr67092P870	NUVEEN ESG US	248	$5,520	<0.1%	00.0%	不變	–
ETF Ser Solutions26922A784	APTUS DRAWDOWN	124	$5,977	<0.1%	−112−47.5%	減碼	–
SPDR Series Trust78464A755	ST STR SP METAL	90	$6,050	<0.1%	00.0%	不變	–
BlackRock ETF Trust09290C608	ISHA WORL EX ETF	121	$6,154	<0.1%	−4−3.2%	減碼	–
SPDR Series Trust78464A516	ST INTL BBG ETF	268	$6,295	<0.1%	00.0%	不變	–
WisdomTree Tr97717W406	US AI ENHANCED	58	$6,595	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C888	US EQT BUFR APR	150	$6,778	<0.1%	00.0%	不變	–
First Tr Exchange-Traded FD33734X127	ENERGY ALPHADX	508	$7,711	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V233	S&P 500 TOP 50	158	$8,232	<0.1%	00.0%	不變	–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360	ETF	253	$8,885	<0.1%	+253	新進	–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474	ETF	320	$9,661	<0.1%	+120+60.0%	加碼	–
J P Morgan Exchange Traded F46641Q266	ACTIVEBLDRS EMER	232	$9,988	<0.1%	00.0%	不變	–
iShares Tr464288760	US AER DEF ETF	54	$1.02 萬	<0.1%	+54	新進	–
J P Morgan Exchange Traded F46641Q167	ACTIVE VALUE ETF	159	$1.04 萬	<0.1%	00.0%	不變	–
Global X FDS37954Y715	RBTCS ARTFL INTE	321	$1.05 萬	<0.1%	+321	新進	–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300	ETF	263	$1.06 萬	<0.1%	−3,275−92.6%	減碼	–
Vanguard BD Index FDS921937793	LONG TERM BOND	157	$1.09 萬	<0.1%	+6+4.0%	加碼	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	242	$1.12 萬	<0.1%	+3+1.3%	加碼	–
Schwab Strategic Tr808524862	SHT TM US TRES	464	$1.13 萬	<0.1%	+464	新進	–
iShares Tr46436E759	ESG EAFE ETF	155	$1.15 萬	<0.1%	−1−0.6%	減碼	–
ETF Ser Solutions26922A446	OPUS SML CP VL	324	$1.17 萬	<0.1%	00.0%	不變	–
Global X Uranium ETF37954Y871	ETF	333	$1.29 萬	<0.1%	+333	新進	–
iShares Select U.S. REIT ETF464287564	ETF	228	$1.39 萬	<0.1%	00.0%	不變	–
American Centy ETF Tr025072760	MID CAP GRW IMP	212	$1.40 萬	<0.1%	+1+0.5%	加碼	–
First Tr Exchange Traded FD33738R860	NASDAQ BK ETF	440	$1.45 萬	<0.1%	00.0%	不變	–
Pacer FDS Tr69374H709	GLOBL CASH ETF	390	$1.48 萬	<0.1%	00.0%	不變	–
First Tr Exchange-Traded FD33739Q200	FST LOW OPPT EFT	305	$1.50 萬	<0.1%	−200−39.6%	減碼	–
Vanguard Scottsdale FDS92206C623	VNG RUS2000GRW	74	$1.55 萬	<0.1%	00.0%	不變	–
Fidelity MSCI Materials Index ETF316092881	ETF	320	$1.60 萬	<0.1%	00.0%	不變	–
Global X FDS37954Y624	AUTONMOUS EV ETF	686	$1.60 萬	<0.1%	+686	新進	–
Innovator ETFs Trust45782C292	US EQT ULTRA BF	474	$1.65 萬	<0.1%	+474	新進	–
iShares Tr46436E569	ESG SELECT SCRE	346	$1.65 萬	<0.1%	+27+8.5%	加碼	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	316	$1.80 萬	<0.1%	+267+544.9%	加碼	–
First Tr Exchange-Traded FD33733E104	CAP STRENGTH ETF	200	$1.82 萬	<0.1%	00.0%	不變	–
VanEck ETF Trust92189F437	FALLEN ANGEL HG	625	$1.83 萬	<0.1%	00.0%	不變	–
Vanguard Index FDS922908652	EXTEND MKT ETF	98	$1.89 萬	<0.1%	00.0%	不變	–
iShares Tr46435G243	ESG AWRE 1 5 YR	799	$2.01 萬	<0.1%	00.0%	不變	–
Schwab US Tips ETF808524870	ETF	754	$2.01 萬	<0.1%	−1,879−71.4%	減碼	–
iShares Tr46436E270	ENVIR AWR RL EST	776	$2.06 萬	<0.1%	+73+10.4%	加碼	–
Global X FDS37954Y483	NASDAQ 100 COVER	1,240	$2.07 萬	<0.1%	+1,240	新進	–
Invesco Nasdaq 100 ETF46138G649	ETF	92	$2.09 萬	<0.1%	00.0%	不變	–
Invesco Exchange Traded FD T46137V258	S&P500 PUR VAL	225	$2.11 萬	<0.1%	00.0%	不變	–
iShares Tr46435G342	MORTGE REL ETF	1,000	$2.14 萬	<0.1%	00.0%	不變	–
Global X FDS37954Y293	GLB X MLP ENRG I	349	$2.19 萬	<0.1%	+349	新進	–
iShares Tr464287184	CHINA LG-CAP ETF	600	$2.21 萬	<0.1%	+100+20.0%	加碼	–
iShares Tr46436E767	ESG MSCI USA ETF	416	$2.24 萬	<0.1%	−118−22.1%	減碼	–
PIMCO ETF Tr72201R817	INV GRD CRP BD	231	$2.25 萬	<0.1%	00.0%	不變	–
Innovator ETFs Trust45782C789	US EQTY BUFR JUL	478	$2.25 萬	<0.1%	00.0%	不變	–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	107	$2.32 萬	<0.1%	+6+5.9%	加碼	–
iShares Tr46435G417	CR 5 10 YR ETF	555	$2.42 萬	<0.1%	−555−50.0%	減碼	–
iShares Tr464287341	GLOBAL ENERG ETF	636	$2.50 萬	<0.1%	−136−17.6%	減碼	–
State Street Consumer Staples Select Sector SPDR ETF81369Y308	ETF	317	$2.57 萬	<0.1%	00.0%	不變	–
J P Morgan Exchange Traded F46641Q373	BETABUILDERS I	383	$2.59 萬	<0.1%	00.0%	不變	–

選擇權（1 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 2 季的選擇權部位
證券	類別	賣權	買權
UBERUber Technologies, Inc	Stock	–	$4.67 萬

2025 年第 1 季之後清倉（21 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2025 年第 1 季之後清倉的部位
證券	類別	2025 年第 1 季股數	2025 年第 1 季市值	2025 年第 1 季佔組合 %	紀錄
American Centy ETF Tr025072299	AVAN RE INTL ETF	6,200	$37.2 萬	<0.1%	–
CVSCVS Health Corp	Stock	3,356	$22.7 萬	<0.1%	歷史
BPBP PLC	ADR	6,542	$22.1 萬	<0.1%	歷史
First Tr Exch Traded FD III33739P855	INSTL PFD SECS	11,595	$21.7 萬	<0.1%	–
COPConocoPhillips	Stock	2,064	$21.7 萬	<0.1%	歷史
OXYOccidental Petroleum Corp	Stock	4,108	$20.4 萬	<0.1%	歷史
AIGAmerican International Group, Inc.	Stock	2,308	$20.1 萬	<0.1%	歷史
WOLFWolfspeed, Inc.	Stock	28,389	$8.69 萬	<0.1%	歷史
iShares Tr464288752	US HOME CONS ETF	900	$8.57 萬	<0.1%	–
FCXFreeport-McMoran Inc	Stock	1,810	$6.85 萬	<0.1%	歷史
Occidental Pete Corp WT Exp 080327674599162	Stock	2,266	$6.27 萬	<0.1%	–
iShares Tr46436E718	0-3 MTH TREASURY	319	$3.21 萬	<0.1%	–
State Street Materials Select Sector SPDR ETF81369Y100	ETF	370	$3.18 萬	<0.1%	–
Amplify Blockchain Technology ETF032108607	ETF	500	$1.84 萬	<0.1%	–
Pacer US Small Cap Cash Cows ETF69374H857	ETF	329	$1.23 萬	<0.1%	–
QVCGAOld QVC Group, Inc.	COM SER A	40,000	$8,044	<0.1%	歷史
Invesco Exchange Traded FD T46137V118	GBL LISTED PVT	61	$3,908	<0.1%	–
iShares Semiconductor ETF464287523	ETF	20	$3,768	<0.1%	–
SPDR Series Trust78464A672	ST INTER ETF	112	$3,201	<0.1%	–
iShares Future AI & Tech ETF46435U556	ETF	58	$1,824	<0.1%	–
iShares Tr46435U853	BROAD USD HIGH	27	$994	<0.1%	–