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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 61
减持 49
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
—
AVADEL PHARMACEUTICALS PLC
-$9.9M
2,584,090
+9%
减持
NVDA
NVIDIA CORPORATION
-$3.5M
27,631
-1%
增持
AAPL
APPLE INC
-$3.2M
114,211
+6%
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
AMZN
AMAZON COM INC
-$3.1M
60,681
+1970%
增持
DDD
3-D SYS CORP DEL
-$1.9M
266,925
+0%
减持
TTD
THE TRADE DESK INC
-$1.8M
53,875
-8%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.5M
153,620
+2%
增持
BX
BLACKSTONE INC
-$1.2M
36,617
+1%
清仓
TDOC
TELADOC HEALTH INC
-$1.2M
0
-100%
建仓
INDI
INDIE SEMICONDUCTOR INC
+$1.2M
204,951
减持
GOOGL
ALPHABET INC
-$1.1M
1,781
-0%
建仓
OGN
ORGANON & CO
+$1.1M
31,172
增持
TWLO
TWILIO INC
-$974.0K
12,045
+0%
减持
—
LIPOCINE INC NEW
-$856.0K
1,480,334
-1%
增持
MSFT
MICROSOFT CORP
-$768.0K
21,521
+5%
增持
TSLA
TESLA INC
-$729.0K
2,070
+5%
增持
JPM
JPMORGAN CHASE & CO
-$708.0K
32,143
+1%
减持
DIS
DISNEY WALT CO
-$696.0K
7,651
-26%
增持
ROKU
ROKU INC
-$675.0K
22,494
+12%
减持
FSLY
FASTLY INC
-$619.0K
93,224
-5%
减持
URI
UNITED RENTALS INC
-$560.0K
4,750
-2%
减持
BAC
BK OF AMERICA CORP
-$553.0K
50,053
-2%
减持
PD
PAGERDUTY INC
-$544.0K
42,115
-9%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$507.0K
0
-100%
增持
BA
BOEING CO
-$486.0K
9,131
+1%
减持
—
PARAMOUNT GLOBAL
-$463.0K
12,209
-40%
清仓
C
CITIGROUP INC
-$447.0K
0
-100%
清仓
META
FACEBOOK INC
-$436.0K
0
-100%
增持
SHOP
SHOPIFY INC
-$433.0K
13,120
+952%
增持
U
UNITY SOFTWARE INC
-$433.0K
9,460
+20%
建仓
METV
LISTED FD TR
+$432.0K
2,680
清仓
SQ
SQUARE INC
-$408.0K
0
-100%
减持
PBI
PITNEY BOWES INC
-$389.0K
138,273
-19%
减持
PYPL
PAYPAL HLDGS INC
-$385.0K
4,275
-28%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$385.0K
31,230
-3%
减持
—
STERIS PLC
-$384.0K
10,543
-0%
清仓
UNP
UNION PAC CORP
-$334.0K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$331.0K
685
建仓
MOO
VANECK ETF TRUST
+$322.0K
3,718
减持
HD
HOME DEPOT INC
-$308.0K
2,680
-23%
建仓
XLP
SELECT SECTOR SPDR TR
+$287.0K
3,973
增持
—
DYNAVAX TECHNOLOGIES CORP
+$284.0K
46,250
+68%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$281.0K
4,851
+7%
清仓
VTI
VANGUARD INDEX FDS
-$281.0K
0
-100%
清仓
PODD
INSULET CORP
-$277.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$274.0K
16,227
+1%
清仓
—
GENERAL ELECTRIC CO
-$271.0K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$266.0K
490
清仓
—
MARVELL TECHNOLOGY GROUP LTD
-$265.0K
0
-100%
增持
STKL
SUNOPTA INC
+$265.0K
83,950
+9%
增持
INTC
INTEL CORP
-$264.0K
23,217
+2%
清仓
RITM
NEW RESIDENTIAL INVT CORP
-$252.0K
0
-100%
清仓
—
DRAFTKINGS INC
-$250.0K
0
-100%
建仓
—
GSK PLC
+$250.0K
5,750
清仓
CRM
SALESFORCE COM INC
-$248.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$242.0K
24,120
-5%
清仓
FCX
FREEPORT-MCMORAN INC
-$240.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$238.0K
0
-100%
增持
GNRC
GENERAC HLDGS INC
-$236.0K
3,384
+6%
增持
NVTA
INVITAE CORP
-$235.0K
48,130
+9%
建仓
LLY
LILLY ELI & CO
+$233.0K
720
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$232.0K
7,727
-24%
减持
F
FORD MTR CO DEL
-$231.0K
12,914
-42%
增持
—
BEYOND AIR INC
+$227.0K
327,909
+11%
清仓
RVTY
PERKINELMER INC
-$227.0K
0
-100%
清仓
CSM
PROSHARES TR
-$226.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$221.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$219.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$216.0K
8,863
-20%
清仓
FPX
FIRST TR EXCHANGE TRADED FD
-$215.0K
0
-100%
增持
PFE
PFIZER INC
+$214.0K
73,580
+5%
清仓
DTE
DTE ENERGY CO
-$210.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$210.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$209.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$209.0K
6,358
+57%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$208.0K
1,900
清仓
—
BLACKROCK MUNIHLDS INVSTM QL
-$208.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$208.0K
33,422
+4%
清仓
CMI
CUMMINS INC
-$207.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$203.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$203.0K
9,789
+8%
减持
DLHC
DLH HLDGS CORP
-$196.0K
52,368
-0%
减持
—
SCYNEXIS INC
-$193.0K
89,550
-3%
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$190.0K
15,958
增持
GOOG
ALPHABET INC
-$183.0K
482
+9%
增持
QYLD
GLOBAL X FDS
-$181.0K
99,440
+9%
建仓
KD
KYNDRYL HLDGS INC
+$175.0K
17,938
减持
MU
MICRON TECHNOLOGY INC
-$172.0K
3,895
-22%
增持
CVS
CVS HEALTH CORP
-$169.0K
20,887
+0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$166.0K
63,133
+0%
增持
MRK
MERCK & CO INC
+$160.0K
16,500
+1%
减持
EOS
EATON VANCE ENHANCED EQUITY
-$159.0K
25,149
-7%
增持
PG
PROCTER AND GAMBLE CO
+$156.0K
9,576
+20%
增持
QQQ
INVESCO QQQ TR
-$151.0K
2,399
+6%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$146.0K
21,500
-9%
减持
YETI
YETI HLDGS INC
-$145.0K
5,470
-14%
增持
UNH
UNITEDHEALTH GROUP INC
+$144.0K
3,627
+8%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$138.0K
11,676
+0%
减持
GIS
GENERAL MLS INC
+$137.0K
18,552
-1%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$136.0K
66,814
-0%
增持
MS
MORGAN STANLEY
-$134.0K
13,317
+1%
增持
WTRG
ESSENTIAL UTILS INC
+$134.0K
11,381
+50%
减持
FIVN
FIVE9 INC
-$127.0K
4,850
-6%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$126.0K
10,011
减持
V
VISA INC
-$116.0K
4,342
-1%
增持
—
HYDROFARM HLDGS GROUP INC
-$116.0K
16,175
+43%
增持
DVN
DEVON ENERGY CORP NEW
+$114.0K
8,230
+43%
减持
RF
REGIONS FINANCIAL CORP NEW
-$107.0K
26,159
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$103.0K
1,415
-12%
减持
DAL
DELTA AIR LINES INC DEL
-$100.0K
9,025
-1%
增持
WMT
WALMART INC
-$96.0K
5,257
+6%
增持
XRNPX
COHEN & STEERS REIT & PFD &
-$96.0K
19,801
+3%
减持
—
PIERIS PHARMACEUTICALS INC
-$96.0K
79,400
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$95.0K
979
-5%
增持
—
EXXON MOBIL CORP
+$90.0K
14,019
+4%
减持
PINS
PINTEREST INC
-$88.0K
10,890
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$87.0K
1,427
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.0K
26,966
+7%
增持
—
NAUTILUS INC
-$86.0K
69,764
+38%
增持
—
ELASTIC N V
-$83.0K
9,007
+16%
增持
VOO
VANGUARD INDEX FDS
-$83.0K
2,431
+9%
增持
CAT
CATERPILLAR INC
-$80.0K
3,104
+9%
减持
NEE
NEXTERA ENERGY INC
-$78.0K
6,844
-5%
增持
ARKK
ARK ETF TR
+$78.0K
11,111
+102%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$75.0K
6,060
-0%
增持
AVGO
BROADCOM INC
+$75.0K
872
+57%
减持
SBCF
SEACOAST BKG CORP FLA
-$74.0K
22,400
-4%
增持
XHB
SPDR SER TR
-$74.0K
8,671
+0%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$72.0K
51,750
-4%
减持
PCYO
PURE CYCLE CORP
-$72.0K
46,350
-1%
清仓
—
AMERICA FIRST MULTIFAMILY IN
-$70.0K
0
-100%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
-$70.0K
28,178
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$65.0K
2,475
-3%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
-$61.0K
41,332
+4%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$59.0K
4,163
+0%
增持
ORCL
ORACLE CORP
-$58.0K
6,875
+6%
增持
STXS
STEREOTAXIS INC
-$57.0K
31,560
+3%
减持
GGT
GABELLI MULTIMEDIA TR INC
-$56.0K
16,700
-13%
减持
PH
PARKER-HANNIFIN CORP
-$54.0K
836
-9%
增持
JNJ
JOHNSON & JOHNSON
+$53.0K
10,489
+3%
增持
KMI
KINDER MORGAN INC DEL
-$49.0K
27,342
+2%
增持
T
AT&T INC
+$48.0K
26,348
+23%
增持
ABBV
ABBVIE INC
-$48.0K
14,238
+4%
增持
ABT
ABBOTT LABS
-$46.0K
7,104
+3%
减持
DLB
DOLBY LABORATORIES INC
-$44.0K
6,000
-1%
增持
IAT
ISHARES TR
-$44.0K
4,620
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$43.0K
18,766
-1%
减持
PI
IMPINJ INC
-$43.0K
5,800
-4%
减持
HON
HONEYWELL INTL INC
-$41.0K
1,939
-0%
减持
—
CHUBB LIMITED
-$39.0K
1,659
-3%
