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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
$201.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 68
减持 50
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$2.8M
150,220
+3%
增持
—
AVADEL PHARMACEUTICALS PLC
-$2.4M
2,377,290
+3%
清仓
INDI
INDIE SEMICONDUCTOR INC
-$2.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ROKU
ROKU INC
-$1.6M
20,144
+12%
减持
TTD
THE TRADE DESK INC
-$1.5M
58,825
-4%
增持
FSLY
FASTLY INC
-$1.4M
97,860
+12%
清仓
OGN
ORGANON & CO
-$1.3M
0
-100%
增持
DDD
3-D SYS CORP DEL
-$1.3M
266,275
+0%
减持
PYPL
PAYPAL HLDGS INC
-$920.0K
5,918
-30%
增持
TWLO
TWILIO INC
-$856.0K
12,035
+12%
增持
SHOP
SHOPIFY INC
-$781.0K
1,247
+6%
增持
CVX
CHEVRON CORP NEW
+$743.0K
16,106
+1%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$679.0K
0
-100%
减持
TDOC
TELADOC HEALTH INC
-$597.0K
16,918
-15%
清仓
NFLX
NETFLIX INC
-$584.0K
0
-100%
增持
—
LIPOCINE INC NEW
+$566.0K
1,490,834
+0%
增持
JPM
JPMORGAN CHASE & CO
-$546.0K
31,747
+3%
减持
NVTA
INVITAE CORP
-$521.0K
44,105
-23%
减持
AAPL
APPLE INC
-$512.0K
107,843
-1%
增持
MSFT
MICROSOFT CORP
-$480.0K
20,417
+1%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$475.0K
13,743
+245%
增持
XLE
SELECT SECTOR SPDR TR
+$461.0K
11,114
+59%
增持
PFE
PFIZER INC
-$455.0K
70,382
+1%
减持
PI
IMPINJ INC
-$431.0K
6,025
-34%
增持
QYLD
GLOBAL X FDS
+$420.0K
91,480
+36%
清仓
ARKG
ARK ETF TR
-$401.0K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$398.0K
0
-100%
减持
EXP
EAGLE MATLS INC
-$395.0K
9,826
-1%
增持
—
EXXON MOBIL CORP
+$379.0K
13,451
+12%
增持
—
BEYOND AIR INC
-$375.0K
294,409
+19%
清仓
ARKW
ARK ETF TR
-$369.0K
0
-100%
清仓
—
SOUTHERN CO
-$357.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$342.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$340.0K
5,750
增持
—
VIACOMCBS INC
+$319.0K
20,211
+37%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$315.0K
0
-100%
清仓
—
BIODELIVERY SCIENCES INTL IN
-$311.0K
0
-100%
减持
ABBV
ABBVIE INC
+$307.0K
13,747
-3%
清仓
GE
GENERAL ELECTRIC CO
-$303.0K
0
-100%
建仓
PODD
INSULET CORP
+$277.0K
1,040
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$276.0K
9,064
+34%
增持
NVDA
NVIDIA CORPORATION
-$274.0K
28,036
+4%
建仓
—
GENERAL ELECTRIC CO
+$271.0K
2,961
建仓
HMC
HONDA MOTOR LTD
+$267.0K
9,450
建仓
—
MARVELL TECHNOLOGY GROUP LTD
+$265.0K
3,700
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$258.0K
32,348
-2%
清仓
IBUY
AMPLIFY ETF TR
-$249.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$249.0K
4,549
+0%
建仓
GLP
GLOBAL PARTNERS LP
+$245.0K
9,000
建仓
FCX
FREEPORT-MCMORAN INC
+$240.0K
4,825
增持
GNRC
GENERAC HLDGS INC
+$238.0K
3,194
+58%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$236.0K
0
-100%
清仓
—
QUIDEL CORP
-$236.0K
0
-100%
减持
BX
BLACKSTONE GROUP INC
-$233.0K
36,109
-3%
减持
C
CITIGROUP INC
-$232.0K
8,375
-26%
减持
MRNA
MODERNA INC
-$232.0K
2,071
-11%
增持
PBI
PITNEY BOWES INC
-$231.0K
171,074
+1%
增持
AMT
AMERICAN TOWER CORP NEW
-$229.0K
6,267
+2%
清仓
BIV
VANGUARD BD INDEX FDS
-$224.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$218.0K
10,338
-2%
清仓
MELI
MERCADOLIBRE INC
-$216.0K
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$215.0K
0
-100%
减持
—
DRAFTKINGS INC
-$213.0K
12,836
-24%
建仓
DTE
DTE ENERGY CO
+$210.0K
1,591
清仓
—
ESSENTIAL UTILS INC
-$209.0K
0
-100%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$208.0K
0
-100%
减持
FIVN
FIVE9 INC
-$206.0K
5,150
-9%
建仓
CI
CIGNA CORP NEW
+$205.0K
856
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$202.0K
44,750
+175%
增持
AMZN
AMAZON COM INC
-$198.0K
2,931
+0%
清仓
—
B RILEY PRINCIPAL 150 MERGER
-$195.0K
0
-100%
增持
XHB
SPDR SER TR
-$195.0K
8,667
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$189.0K
4,663
-4%
增持
GOOGL
ALPHABET INC
-$189.0K
1,782
+0%
增持
ONDS
ONDAS HLDGS INC
+$188.0K
54,725
+74%
增持
META
FACEBOOK INC
-$178.0K
1,960
+7%
增持
—
SCYNEXIS INC
-$176.0K
92,050
+5%
减持
PINS
PINTEREST INC
-$175.0K
11,615
-8%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$175.0K
0
-100%
减持
ARKK
ARK ETF TR
-$172.0K
5,511
-3%
增持
BAC
BK OF AMERICA CORP
-$165.0K
51,216
+0%
减持
SQ
SQUARE INC
-$158.0K
3,006
-14%
增持
—
ELASTIC N V
+$155.0K
7,787
+78%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$148.0K
2,105
-10%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$148.0K
10,227
+37%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$146.0K
80,125
-2%
增持
ABT
ABBOTT LABS
-$136.0K
6,913
+2%
减持
ZTS
ZOETIS INC
-$129.0K
2,213
-1%
增持
STKL
SUNOPTA INC
-$127.0K
77,200
+4%
增持
HD
HOME DEPOT INC
-$126.0K
3,485
+24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$125.0K
15,024
-4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$122.0K
1,112
+0%
增持
CAT
CATERPILLAR INC
+$117.0K
2,848
+14%
增持
URI
UNITED RENTALS INC
+$116.0K
4,825
+0%
减持
DLB
DOLBY LABORATORIES INC
-$113.0K
6,050
-2%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$108.0K
11,674
+32%
减持
SBCF
SEACOAST BKG CORP FLA
-$101.0K
23,250
-10%
减持
PG
PROCTER AND GAMBLE CO
-$98.0K
7,991
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$95.0K
32,164
-0%
增持
VOO
VANGUARD INDEX FDS
+$92.0K
2,231
+17%
减持
CMCSA
COMCAST CORP NEW
-$90.0K
25,383
-0%
减持
ORCL
ORACLE CORP
-$86.0K
6,500
-9%
减持
—
PIERIS PHARMACEUTICALS INC
-$86.0K
80,400
-8%
增持
EOS
EATON VANCE ENHANCED EQUITY
-$85.0K
26,941
+2%
减持
MRK
MERCK & CO. INC
+$83.0K
16,382
-0%
减持
KMI
KINDER MORGAN INC DEL
+$79.0K
26,801
-1%
增持
—
HYDROFARM HLDGS GROUP INC
-$79.0K
11,325
+28%
减持
VTRS
VIATRIS INC
-$78.0K
19,474
-9%
增持
DLHC
DLH HLDGS CORP
-$78.0K
52,500
+1%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$76.0K
15,500
-21%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$75.0K
67,058
-1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$74.0K
16,820
-4%
减持
CVS
CVS HEALTH CORP
-$72.0K
20,786
-1%
增持
MU
MICRON TECHNOLOGY INC
-$72.0K
4,965
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$71.0K
4,053
+5%
减持
NEE
NEXTERA ENERGY INC
-$70.0K
7,178
-1%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$68.0K
63,096
+0%
增持
—
NAUTILUS INC
+$67.0K
50,508
+119%
增持
JNJ
JOHNSON & JOHNSON
+$67.0K
10,207
+0%
增持
—
CHUBB LIMITED
+$66.0K
1,704
+10%
减持
INTC
INTEL CORP
-$65.0K
22,865
-2%
增持
STXS
STEREOTAXIS INC
-$65.0K
30,760
+6%
建仓
IBRX
IMMUNITYBIO INC
+$62.0K
11,000
减持
VGT
VANGUARD WORLD FDS
-$58.0K
952
-4%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$56.0K
53,642
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$55.0K
623
+1%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
-$52.0K
28,130
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$52.0K
19,010
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$51.0K
1,030
+18%
增持
MO
ALTRIA GROUP INC
+$50.0K
6,825
+5%
增持
WMT
WALMART INC
+$49.0K
4,937
+4%
增持
AMAT
APPLIED MATLS INC
-$49.0K
4,255
+10%
减持
DHR
DANAHER CORPORATION
-$49.0K
1,266
-1%
增持
CRM
SALESFORCE COM INC
-$46.0K
1,170
+1%
增持
MMM
3M CO
-$46.0K
1,624
+0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$44.0K
1,989
-9%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$44.0K
39,619
-0%
增持
V
VISA INC
+$44.0K
4,377
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$43.0K
1,629
+0%
增持
U
UNITY SOFTWARE INC
-$43.0K
7,870
+37%
减持
EW
EDWARDS LIFESCIENCES CORP
-$40.0K
2,550
-3%
减持
AIG
AMERICAN INTL GROUP INC
+$38.0K
7,088
-1%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$38.0K
1,967
-5%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$37.0K
23,650
-1%
增持
UNP
UNION PAC CORP
+$36.0K
1,223
+3%
增持
BCS
BARCLAYS PLC
-$34.0K
35,000
+17%
减持
PD
PAGERDUTY INC
-$32.0K
46,435
-0%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
-$32.0K
2,312
+0%
减持
PH
PARKER-HANNIFIN CORP
-$32.0K
917
-0%
增持
VTI
VANGUARD INDEX FDS
+$32.0K
1,234
+20%
