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Livermore
Livermore
中文EN

WealthShield Partners, LLC

SEC CIK
0001729303
最新申報
2026/8/12

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
379
較 2026 年第 1 季 −228
總值
$6.54 億
較 2026 年第 1 季 −$2.44 億 (−27.2%)
申報日
2026/8/12
SEC
WealthShield Partners, LLC 在 2026 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
iShares Core S&P 500 ETF464287200ETF71,406$5,348 萬8.2%+17,447+32.3%加碼–
iShares S&P 500 Growth ETF464287309ETF128,972$1,774 萬2.7%−25,940−16.7%減碼–
Vanguard World FD921910816MEGA GRWTH IND189,435$1,665 萬2.5%−30,335−13.8%減碼依 5 比 1 拆股換算–
iShares Core Dividend Growth ETF46434V621ETF198,534$1,505 萬2.3%+12,947+7.0%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT203,122$1,381 萬2.1%−26,242−11.4%減碼–
iShares Tr46434V613CORE UNIVRSL USD279,846$1,291 萬2.0%−6,443−2.3%減碼–
Vanguard Dividend Appreciation ETF921908844ETF53,156$1,258 萬1.9%−1,891−3.4%減碼–
iShares S&P 500 Value ETF464287408ETF54,577$1,239 萬1.9%−25,709−32.0%減碼–
AAPLApple Inc.Stock42,498$1,230 萬1.9%−32,794−43.6%減碼歷史
NVDANVIDIA CorpStock59,194$1,184 萬1.8%−22,626−27.7%減碼歷史
MSFTMicrosoft CorpStock29,078$1,085 萬1.7%−5,362−15.6%減碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF65,255$1,067 萬1.6%−5,573−7.9%減碼–
AMZNAmazon Com IncStock40,692$969.9 萬1.5%−9,716−19.3%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF112,264$930.0 萬1.4%−176,176−61.1%減碼–
GOOGLAlphabet Inc.Stock25,258$902.6 萬1.4%−4,336−14.7%減碼歷史
iShares Tr464288414NATIONAL MUN ETF82,097$883.5 萬1.4%+6,290+8.3%加碼–
JPMJPMorgan Chase & CoStock26,655$872.5 萬1.3%−4,723−15.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF100,729$867.7 萬1.3%−7,493−6.9%減碼依 6 比 1 拆股換算–
State Street Technology Select Sector SPDR ETF81369Y803ETF42,431$808.4 萬1.2%−2,418−5.4%減碼–
AMATApplied Materials IncStock11,119$803.9 萬1.2%+2,995+36.9%加碼歷史
LRCXLam Research CorpStock17,906$776.4 萬1.2%−4,883−21.4%減碼歷史
iShares Tr464288885EAFE GRWTH ETF61,094$760.1 萬1.2%−241−0.4%減碼–
BlackRock ETF Trust09290C780ISHA I IN TE ETF139,150$733.6 萬1.1%−44,848−24.4%減碼–
CRWDCrowdStrike Holdings, Inc.Stock9,250$705.9 萬1.1%−1,370−12.9%減碼歷史
CCitigroup IncStock49,078$686.9 萬1.1%−2,895−5.6%減碼歷史
AVGOBroadcom Inc.Stock16,857$636.8 萬1.0%−4,770−22.1%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF17,824$611.1 萬0.9%−8,726−32.9%減碼–
GEVGE Vernova Inc.Stock5,194$610.5 萬0.9%+412+8.6%加碼歷史
METAMeta Platforms, Inc.Stock10,631$598.8 萬0.9%−678−6.0%減碼歷史
WMTWalmart Inc.Stock49,559$561.3 萬0.9%−3,690−6.9%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT26,154$556.5 萬0.9%−3,996−13.3%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF28,938$544.3 萬0.8%+687+2.4%加碼–
TTTrane Technologies plcSHS10,983$539.5 萬0.8%−265−2.4%減碼歷史
PANWPalo Alto Networks IncStock15,673$534.5 萬0.8%−2,514−13.8%減碼歷史
BRK.BBerkshire Hathaway IncStock10,663$533.6 萬0.8%−2,850−21.1%減碼歷史
BlackRock ETF Trust09290C855ISHA LA CORE ETF102,111$514.3 萬0.8%+5,764+6.0%加碼–
iShares Tr464288877EAFE VALUE ETF66,966$512.6 萬0.8%−76,444−53.3%減碼–
ProShares Tr74348A467S&P 500 DV ARIST90,749$509.6 萬0.8%00.0%不變依 2 比 1 拆股換算–
UBERUber Technologies, IncStock67,493$487.0 萬0.7%+3,695+5.8%加碼歷史
BlackRock ETF Trust09290C699ISHARES DEFENSE149,677$475.7 萬0.7%+15,066+11.2%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF205,853$468.9 萬0.7%+6,360+3.2%加碼–
BlackRock ETF Trust09290C764ISHA IN CTRY ETF124,810$456.8 萬0.7%+124,810新進–
NFLXNetflix IncStock63,749$455.2 萬0.7%+4,537+7.7%加碼歷史
JCIJohnson Controls International plcStock31,036$454.7 萬0.7%−178−0.6%減碼歷史
LLYEli Lilly & CoStock3,510$421.0 萬0.6%+478+15.8%加碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF96,890$417.7 萬0.6%−67,427−41.0%減碼–
SPYSPDR S&P 500 ETF TrustETF5,535$414.4 萬0.6%−3,597−39.4%減碼歷史
HPEHewlett Packard Enterprise CoCOM89,267$404.0 萬0.6%−8,280−8.5%減碼歷史
TJXTJX Companies IncStock26,566$402.5 萬0.6%+1,312+5.2%加碼歷史
CMICummins IncStock5,433$387.5 萬0.6%−217−3.8%減碼歷史
iShares Tr464288588MBS ETF40,370$381.6 萬0.6%−4,396−9.8%減碼–
ETNEaton Corp plcStock8,861$377.6 萬0.6%−459−4.9%減碼歷史
Vanguard Morningstar Value ETF922908744ETF17,303$377.1 萬0.6%−46,610−72.9%減碼–
APHAmphenol CorpCL A20,688$365.3 萬0.6%+165+0.8%加碼歷史
NXPINXP Semiconductors N.V.COM12,528$353.3 萬0.5%−1,020−7.5%減碼歷史
HDHome Depot, Inc.Stock9,843$347.1 萬0.5%−6,272−38.9%減碼歷史
MCDMcDonalds CorpStock12,131$327.9 萬0.5%−4,680−27.8%減碼歷史
JNJJohnson & JohnsonStock12,753$323.9 萬0.5%−368−2.8%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF25,503$316.7 萬0.5%−12,349−32.6%減碼依 4 比 1 拆股換算–
VVisa Inc.Stock9,192$315.4 萬0.5%+46+0.5%加碼歷史
FANGDiamondback Energy, Inc.Stock17,637$310.0 萬0.5%+869+5.2%加碼歷史
PHParker-Hannifin CorpStock3,166$309.7 萬0.5%+118+3.9%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF34,076$301.7 萬0.5%−2,719−7.4%減碼–
CBChubb LtdStock8,730$298.4 萬0.5%+188+2.2%加碼歷史
ICEIntercontinental Exchange, Inc.Stock24,048$296.1 萬0.5%+3,659+17.9%加碼歷史
iShares Tr46438G448LONG TERM MUNI57,176$292.9 萬0.4%+5,839+11.4%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF23,606$280.9 萬0.4%−13,935−37.1%減碼–
ISRGIntuitive Surgical IncCOM NEW6,955$276.6 萬0.4%−1,100−13.7%減碼歷史
iShares Tr46428865310-20 YR TRS ETF27,416$275.1 萬0.4%−7,887−22.3%減碼–
CMECME Group Inc.COM12,318$272.0 萬0.4%+486+4.1%加碼歷史
CDNSCadence Design Systems IncStock7,198$270.2 萬0.4%−278−3.7%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF10,795$262.3 萬0.4%−4,819−30.9%減碼–
ADIAnalog Devices IncStock6,590$261.7 萬0.4%−441−6.3%減碼歷史
Vanguard S&P 500 ETF922908363ETF3,801$261.1 萬0.4%−896−19.1%減碼–
EWEdwards Lifesciences CorpStock28,111$254.3 萬0.4%+926+3.4%加碼歷史
SPGIS&P Global Inc.Stock6,074$247.4 萬0.4%+360+6.3%加碼歷史
DUKDuke Energy CORPStock19,310$244.4 萬0.4%−5,659−22.7%減碼歷史
LMTLockheed Martin CorpStock4,747$241.9 萬0.4%+384+8.8%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock8,227$239.1 萬0.4%+868+11.8%加碼歷史
COSTCostco Wholesale CorpStock2,514$235.2 萬0.4%−403−13.8%減碼歷史
CEGConstellation Energy CorpStock9,411$233.7 萬0.4%+190+2.1%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF26,589$233.7 萬0.4%−2,024−7.1%減碼–
First Trust Dow Jones Internet Index Fund33733E302ETF8,469$224.2 萬0.3%−281−3.2%減碼–
UNHUnitedHealth Group IncStock5,377$223.5 萬0.3%−1,055−16.4%減碼歷史
BlackRock ETF Trust09290C665ISHA SYST AL ETF77,709$218.0 萬0.3%+77,709新進–
MSIMotorola Solutions, Inc.Stock5,167$215.2 萬0.3%+181+3.6%加碼歷史
IQVIQVIA Holdings Inc.Stock11,129$215.0 萬0.3%+921+9.0%加碼歷史
WFCWells Fargo & CompanyStock25,961$214.5 萬0.3%−5,175−16.6%減碼歷史
CRMSalesforce, Inc.Stock13,630$214.1 萬0.3%+227+1.7%加碼歷史
UPSUnited Parcel Service IncStock19,669$211.4 萬0.3%−5,398−21.5%減碼歷史
GOOGAlphabet Inc.Stock5,931$209.6 萬0.3%−3,300−35.7%減碼歷史
UNPUnion Pacific CorpStock7,544$205.2 萬0.3%−140−1.8%減碼歷史
iShares Russell 2000 ETF464287655ETF6,726$202.1 萬0.3%−483−6.7%減碼–
NEENextera Energy IncStock22,517$197.6 萬0.3%−3,034−11.9%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF8,869$194.6 萬0.3%−26,628−75.0%減碼–
GLDSPDR Gold TrustETF5,268$194.1 萬0.3%−2,054−28.1%減碼歷史
ORealty Income CorpREIT30,908$192.3 萬0.3%−1,410−4.4%減碼歷史
CTRECareTrust REIT, Inc.COM46,771$190.5 萬0.3%−1,523−3.2%減碼歷史
BlackRock ETF Trust II092528835ISHA GLO USD ETF37,630$189.2 萬0.3%+37,630新進–
MPCMarathon Petroleum CorpStock7,317$187.1 萬0.3%−228−3.0%減碼歷史

2026 年第 1 季之後清倉（245 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 245 檔。

WealthShield Partners, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
PIMCO Active Bond Exchange-Traded Fund72201R775ETF103,918$959.0 萬1.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF287,278$876.2 萬1.0%–
VanEck ETF Trust92189F486IG FLOA RATE ETF209,139$532.9 萬0.6%–
American Centy ETF Tr025072802INTL SMCP VLU41,235$411.8 萬0.5%–
iShares Tr46435G326CORE MSCI INTL35,984$300.7 萬0.3%–
Schwab U.S. Small-Cap ETF808524607ETF98,716$287.1 萬0.3%–
Schwab U.S. Large-Cap ETF808524201ETF107,966$276.8 萬0.3%–
WisdomTree Tr97717W778INTL MIDCAP DV32,108$266.0 萬0.3%–
SPDR Index Shs FDS78463X459ST STR SP GLBDIV19,156$147.8 萬0.2%–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP32,555$146.7 萬0.2%–
IDXXIDEXX Laboratories IncCOM2,606$146.4 萬0.2%歷史
Schwab Fundamental International Equity ETF808524755ETF29,621$144.9 萬0.2%–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL30,229$137.5 萬0.2%–
WisdomTree Tr97717W505US MIDCAP DIVID24,707$129.8 萬0.1%–
USCIUnited States Commodity Index Funds TrustCOMM IDX FND13,436$128.1 萬0.1%歷史
iShares Tr46435G193ESG AWRE USD ETF55,067$127.4 萬0.1%–
TAT&T Inc.Stock43,736$126.8 萬0.1%歷史
PIMCO ETF Tr72201R635MUNI INCOME OPP27,809$125.6 萬0.1%–
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI64,563$121.5 萬0.1%–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP12,966$117.9 萬0.1%–
Schwab Strategic Tr808524581GOVERNMENT MONEY11,506$115.9 萬0.1%–
VZVerizon Communications IncStock21,267$106.8 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF58,780$105.5 萬0.1%–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR16,936$103.8 萬0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD28,099$101.0 萬0.1%–
ASGIabrdn Global Infrastructure Income FundCOM SHS BEN INT42,746$95.6 萬0.1%歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH4,689$94.2 萬0.1%–
Nushares ETF Tr67092P508NUVEEN ESG MIDVL23,484$91.0 萬0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA17,546$88.3 萬0.1%–
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI39,493$87.9 萬0.1%–
Vanguard Long-Term Treasury ETF92206C847ETF15,076$83.5 萬0.1%–
PFEPfizer IncStock29,174$81.9 萬0.1%歷史
Schwab U.S. REIT ETF808524847ETF35,437$76.2 萬0.1%–
Nushares ETF Tr67092P409NUVEEN ESG MIDCP18,510$76.0 萬0.1%–
iShares Tr464288802ESG OPTIMIZED5,590$73.8 萬0.1%–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF15,255$72.5 萬0.1%–
BMYBristol Myers Squibb CoStock11,565$70.1 萬0.1%歷史
GEGeneral Electric CoStock2,217$62.9 萬0.1%歷史
PIMCO ETF Tr72201R643ENHANCD SHORT5,978$59.1 萬0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF11,169$56.5 萬0.1%–
QCOMQualcomm IncStock4,355$56.1 萬0.1%歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM44,449$56.1 萬0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED13,104$52.5 萬0.1%–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS15,830$47.7 萬0.1%歷史
Invesco Exchange Traded FD T46137V597RAFI US 15009,775$44.8 萬<0.1%–
iShares Inc464286681MSCI EQUAL WEITE4,405$44.8 萬<0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF7,917$44.0 萬<0.1%–
DGXQuest Diagnostics IncCOM2,221$43.5 萬<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM41,099$41.5 萬<0.1%歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,422$40.5 萬<0.1%–
AXPAmerican Express CoStock1,335$40.4 萬<0.1%歷史
RMTRoyce Micro-Cap Trust, Inc.COM34,455$39.0 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock2,902$38.0 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD15,436$37.0 萬<0.1%–
ARK Innovation ETF00214Q104ETF5,285$35.7 萬<0.1%–
HONHoneywell International IncCOM1,520$34.4 萬<0.1%歷史
PPLPPL CorpCOM8,929$34.1 萬<0.1%歷史
PMPhilip Morris International Inc.Stock2,016$33.3 萬<0.1%歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE4,753$33.1 萬<0.1%–
FDXFedEx CorpStock878$31.3 萬<0.1%歷史
LOWLowes Companies IncStock1,320$31.2 萬<0.1%歷史
MMM3M CoStock2,125$30.9 萬<0.1%歷史
BPBP PLCADR6,454$30.3 萬<0.1%歷史
BNYBank of New York Mellon CorpStock2,531$30.0 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,320$29.7 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF7,230$29.0 萬<0.1%–
SBUXStarbucks CorpStock3,203$28.7 萬<0.1%歷史
SCHWSchwab Charles CorpStock2,940$27.6 萬<0.1%歷史
CAHCardinal Health IncStock1,296$27.4 萬<0.1%歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI15,813$27.3 萬<0.1%–
ABTAbbott LaboratoriesStock2,543$26.1 萬<0.1%歷史
NOCNorthrop Grumman CorpStock380$25.9 萬<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F3,342$25.8 萬<0.1%–
VanEck ETF Trust92189F460CEF MUNI INCOME11,923$25.6 萬<0.1%–
iShares Russell Mid-Cap Value ETF464287473ETF1,731$25.2 萬<0.1%–
WECWec Energy Group, Inc.Stock2,179$25.2 萬<0.1%歷史
SOSouthern CoStock2,585$25.0 萬<0.1%歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS9,196$24.5 萬<0.1%歷史
DISWalt Disney CoStock2,503$24.1 萬<0.1%歷史
American Centy ETF Tr025072372EMERGING MKT VAL3,939$23.6 萬<0.1%–
AZNAstraZeneca PLCADR1,175$23.2 萬<0.1%歷史
WMBWilliams Companies, Inc.COM3,157$23.0 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,518$22.8 萬<0.1%歷史
iShares Tr46434V878ULTRA SHORT DUR4,476$22.7 萬<0.1%–
COFCapital One Financial CorpStock1,224$22.3 萬<0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF3,255$22.3 萬<0.1%–
Ssga Active ETF Tr78467V400GLOBL ALLO ETF4,483$22.2 萬<0.1%–
STLNStarling Oncology, Inc.COM70,154$21.5 萬<0.1%歷史
OXYOccidental Petroleum CorpStock3,289$21.4 萬<0.1%歷史
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL5,369$21.4 萬<0.1%–
DALDelta Air Lines, Inc.COM NEW3,133$20.8 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD10,887$20.5 萬<0.1%–
DOWDow Inc.Stock4,912$20.5 萬<0.1%歷史
CVSCVS Health CorpStock2,843$20.4 萬<0.1%歷史
VLOValero Energy CorpStock811$20.0 萬<0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF1,326$19.6 萬<0.1%–
SPDR Series Trust78464A763ST STR SP DIV1,335$19.5 萬<0.1%–
Nushares ETF Tr67092P854ESG HI TLD CRP9,152$19.4 萬<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF913$19.0 萬<0.1%–
Fidelity Covington Trust316092832DIVID ETF RISI3,206$18.9 萬<0.1%–