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WEALTH EFFECTS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WEALTH EFFECTS LLC

报告期 2026-03-31 · CIK 0001907254

持仓数

237

前50大市值合计

$201.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$27.4M

157,043

13.6%

AAPL APPLE INC

COM

$20.4M

80,557

10.2%

AMZN AMAZON COM INC

COM

$13.2M

63,605

6.6%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$9.0M

143,300

4.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$8.9M

27,615

4.4%

JPM JPMORGAN CHASE & CO

COM

$8.7M

29,700

4.3%

GOOGL ALPHABET INC

CAP STK CL A

$8.4M

29,150

4.2%

MU MICRON TECHNOLOGY INC

COM

$7.0M

20,818

3.5%

META META PLATFORMS INC

CL A

$6.4M

11,167

3.2%

MSFT MICROSOFT CORP

COM

$6.3M

16,922

3.1%

AVGO BROADCOM INC

COM

$4.5M

14,456

2.2%

DOCN DIGITALOCEAN HLDGS INC

COM

$3.8M

44,700

1.9%

BX BLACKSTONE INC

COM

$3.4M

29,916

1.7%

UTG REAVES UTIL INCOME FD

COM SH BEN INT

$3.3M

82,866

1.6%

CVX CHEVRON CORPORATION

COM

$3.1M

14,987

1.5%

IBM INTERNATIONAL BUSINESS MACHS

COM

$3.1M

12,710

1.5%

IVV ISHARES TR

CORE S&P500 ETF

$2.9M

4,374

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.5M

5,310

1.3%

TSLA TESLA INC

COM

$2.5M

6,665

1.2%

KVUE KENVUE INC

COM

$2.5M

142,458

1.2%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.4M

35,681

1.2%

CAT CATERPILLAR INC

COM

$2.4M

3,398

1.2%

BA BOEING CO

COM

$2.4M

11,976

1.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.4M

5,453

1.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.4M

3,986

1.2%

ABBV ABBVIE INC

COM

$2.2M

9,981

1.1%

PFE PFIZER INC

COM

$2.1M

76,075

1.1%

URI UNITED RENTALS INC

COM

$2.1M

2,916

1.1%

ITOT ISHARES TR

CORE S&P TTL STK

$2.1M

14,451

1.0%

MELI MERCADOLIBRE INC

COM

$2.0M

1,183

1.0%

— EXXON MOBIL CORP

COM

$1.9M

11,230

0.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.9M

33,146

0.9%

GOOG ALPHABET INC

CAP STK CL C

$1.9M

6,469

0.9%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$1.7M

31,506

0.9%

RBRK RUBRIK INC.

CL A

$1.7M

35,072

0.9%

VRT VERTIV HOLDINGS CO

COM CL A

$1.7M

6,851

0.9%

DVN DEVON ENERGY CORP NEW

COM

$1.6M

32,650

0.8%

ALAB ASTERA LABS INC

COM

$1.6M

14,765

0.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.6M

2,799

0.8%

JNJ JOHNSON & JOHNSON

COM

$1.6M

6,508

0.8%

VZ VERIZON COMMUNICATIONS INC

COM

$1.6M

31,484

0.8%

IJH ISHARES TR

CORE S&P MCP ETF

$1.5M

22,895

0.8%

GEV GE VERNOVA INC

COM

$1.5M

1,702

0.7%

LNG CHENIERE ENERGY INC

COM NEW

$1.5M

5,207

0.7%

WMT WALMART INC

COM

$1.5M

11,733

0.7%

FYEE FIDELITY GREENWOOD STREET TR

YIELD ENHANCED E

$1.4M

51,370

0.7%

UNH UNITEDHEALTH GROUP INC

COM

$1.3M

4,967

0.7%

C CITIGROUP INC

COM NEW

$1.3M

11,780

0.7%

IVE ISHARES TR

S&P 500 VAL ETF

$1.3M

6,012

0.6%

ENVX ENOVIX CORPORATION

COM

$1.3M

242,321

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

NVDA13.6%AAPL10.2%AMZN6.6%ARWR4.5%VTI4.4%JPM4.3%