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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 54
减持 64
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
—
AVADEL PHARMACEUTICALS PLC
+$6.7M
2,594,760
+0%
增持
TTD
THE TRADE DESK INC
+$994.0K
54,405
+1%
减持
NVDA
NVIDIA CORPORATION
-$946.0K
26,713
-3%
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。
建仓
STIP
ISHARES TR
+$790.0K
8,224
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$691.0K
13,485
减持
—
LIPOCINE INC NEW
-$639.0K
1,215,834
-18%
减持
ROKU
ROKU INC
-$630.0K
21,587
-4%
增持
PFE
PFIZER INC
-$614.0K
74,126
+1%
建仓
THW
TEKLA WORLD HEALTHCARE FD
+$579.0K
45,000
增持
DVN
DEVON ENERGY CORP NEW
+$536.0K
16,462
+100%
减持
FSLY
FASTLY INC
-$521.0K
61,269
-34%
减持
DDD
3-D SYS CORP DEL
-$520.0K
259,275
-3%
减持
MSFT
MICROSOFT CORP
-$517.0K
21,513
-0%
建仓
AMLP
ALPS ETF TR
+$478.0K
13,080
增持
GOOGL
ALPHABET INC
-$468.0K
35,685
+1904%
建仓
FSK
FS KKR CAP CORP
+$447.0K
26,400
建仓
TIPX
SPDR SER TR
+$412.0K
22,630
减持
CMCSA
COMCAST CORP NEW
-$333.0K
20,893
-13%
清仓
ELV
ELEVANCE HEALTH INC
-$331.0K
0
-100%
清仓
MOO
VANECK ETF TRUST
-$322.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$319.0K
27,650
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$316.0K
4,418
-50%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$306.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$300.0K
5,978
-3%
减持
AMZN
AMAZON COM INC
+$290.0K
59,601
-2%
减持
BA
BOEING CO
-$286.0K
7,948
-13%
减持
INTC
INTEL CORP
-$280.0K
22,855
-2%
减持
CVX
CHEVRON CORP NEW
-$273.0K
14,447
-11%
增持
TSLA
TESLA INC
+$261.0K
6,240
+201%
建仓
—
PIONEER NAT RES CO
+$258.0K
1,192
增持
DOCN
DIGITALOCEAN HLDGS INC
+$257.0K
29,655
+50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$254.0K
9,491
-3%
清仓
—
GSK PLC
-$250.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$242.0K
32,322
+1%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$242.0K
14,090
清仓
YETI
YETI HLDGS INC
-$237.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$235.0K
0
-100%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$233.0K
156,620
+2%
建仓
DE
DEERE & CO
+$232.0K
695
增持
ABBV
ABBVIE INC
-$230.0K
14,538
+2%
增持
OGN
ORGANON & CO
-$229.0K
35,174
+13%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$229.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$228.0K
0
-100%
减持
FIVN
FIVE9 INC
-$226.0K
2,880
-41%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$225.0K
0
-100%
减持
—
BEYOND AIR INC
+$223.0K
324,909
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$222.0K
4,688
-31%
清仓
MU
MICRON TECHNOLOGY INC
-$215.0K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$214.0K
0
-100%
清仓
MMM
3M CO
-$210.0K
0
-100%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$208.0K
0
-100%
建仓
MTB
M & T BK CORP
+$207.0K
1,173
减持
PBI
PITNEY BOWES INC
-$206.0K
126,433
-9%
建仓
CMI
CUMMINS INC
+$206.0K
1,010
清仓
PH
PARKER-HANNIFIN CORP
-$206.0K
0
-100%
减持
—
HOLOGIC INC
-$197.0K
5,000
-33%
增持
BX
BLACKSTONE INC
-$188.0K
37,672
+3%
增持
GOOG
ALPHABET INC
-$186.0K
9,025
+1772%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$181.0K
28,379
-9%
减持
JNJ
JOHNSON & JOHNSON
-$178.0K
10,308
-2%
增持
TWLO
TWILIO INC
-$171.0K
12,115
+1%
增持
QYLD
GLOBAL X FDS
-$158.0K
100,855
+1%
减持
T
AT&T INC
-$148.0K
26,318
-0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$148.0K
79,398
-2%
减持
AAPL
APPLE INC
+$146.0K
114,047
-0%
增持
PG
PROCTER AND GAMBLE CO
-$145.0K
9,762
+2%
增持
—
ELASTIC N V
+$130.0K
10,317
+15%
减持
AVGO
BROADCOM INC
-$128.0K
667
-24%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$126.0K
0
-100%
清仓
NVTA
INVITAE CORP
-$117.0K
0
-100%
减持
URI
UNITED RENTALS INC
+$117.0K
4,705
-1%
减持
—
DYNAVAX TECHNOLOGIES CORP
-$110.0K
45,250
-2%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$109.0K
15,005
减持
STKL
SUNOPTA INC
+$108.0K
83,590
-0%
减持
—
PIERIS PHARMACEUTICALS INC
-$104.0K
38,070
-52%
减持
ONDS
ONDAS HLDGS INC
-$100.0K
52,600
-4%
减持
METV
LISTED FD TR
-$98.0K
2,460
-8%
减持
INDI
INDIE SEMICONDUCTOR INC
+$94.0K
172,401
-16%
减持
—
EXXON MOBIL CORP
-$92.0K
12,701
-9%
增持
LNG
CHENIERE ENERGY INC
+$90.0K
2,751
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$89.0K
15,025
+0%
增持
PCYO
PURE CYCLE CORP
-$89.0K
47,850
+3%
减持
U
UNITY SOFTWARE INC
-$85.0K
8,245
-13%
增持
ABT
ABBOTT LABS
-$83.0K
7,124
+0%
增持
IBRX
IMMUNITYBIO INC
+$82.0K
28,500
+78%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$82.0K
4,651
-4%
增持
CHD
CHURCH & DWIGHT CO INC
-$74.0K
3,514
+0%
减持
AMAT
APPLIED MATLS INC
-$73.0K
3,830
-10%
减持
—
PARAMOUNT GLOBAL
-$69.0K
12,161
-0%
减持
SHOP
SHOPIFY INC
-$65.0K
12,820
-2%
减持
PI
IMPINJ INC
-$60.0K
3,500
-40%
减持
ZTS
ZOETIS INC
-$56.0K
2,188
-1%
减持
DVY
ISHARES TR
-$55.0K
1,955
-13%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$55.0K
33,781
+1%
增持
V
VISA INC
-$55.0K
4,502
+4%
增持
PD
PAGERDUTY INC
-$54.0K
42,915
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$53.0K
3,583
-1%
增持
AMGN
AMGEN INC
-$53.0K
2,978
+0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$51.0K
17,870
-5%
减持
CVS
CVS HEALTH CORP
+$51.0K
20,827
-0%
增持
WTRG
ESSENTIAL UTILS INC
-$51.0K
11,382
+0%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$51.0K
48,292
+6%
增持
XLP
SELECT SECTOR SPDR TR
+$50.0K
5,053
+27%
增持
RF
REGIONS FINANCIAL CORP NEW
+$50.0K
26,891
+3%
增持
WMT
WALMART INC
+$49.0K
5,302
+1%
增持
ORCL
ORACLE CORP
-$49.0K
7,051
+3%
减持
PINS
PINTEREST INC
+$48.0K
10,540
-3%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$47.0K
64,531
-3%
减持
BAC
BK OF AMERICA CORP
-$47.0K
50,036
-0%
增持
LLY
LILLY ELI & CO
+$47.0K
865
+20%
减持
PYPL
PAYPAL HLDGS INC
+$45.0K
4,002
-6%
增持
CAT
CATERPILLAR INC
-$44.0K
3,115
+0%
建仓
—
BLACKROCK INCOME TR INC
+$43.0K
10,500
减持
—
SCYNEXIS INC
+$43.0K
87,550
-2%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$41.0K
3,872
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$40.0K
1,367
-4%
减持
DIS
DISNEY WALT CO
-$40.0K
7,231
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$40.0K
6,973
+10%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$39.0K
27,228
-3%
减持
MS
MORGAN STANLEY
+$38.0K
13,303
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$37.0K
2,572
+0%
增持
GNRC
GENERAC HLDGS INC
-$35.0K
3,805
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.0K
590
+20%
减持
—
CHUBB LIMITED
-$33.0K
1,610
-3%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$32.0K
62,874
-0%
减持
KD
KYNDRYL HLDGS INC
-$31.0K
17,438
-3%
增持
STXS
STEREOTAXIS INC
+$30.0K
48,660
+54%
增持
ARKK
ARK ETF TR
+$29.0K
12,509
+13%
减持
AIG
AMERICAN INTL GROUP INC
-$28.0K
7,036
-1%
清仓
CURI
CURIOSITYSTREAM INC
-$27.0K
0
-100%
减持
F
FORD MTR CO DEL
-$27.0K
10,472
-19%
清仓
—
AMARIN CORP PLC
-$26.0K
0
-100%
增持
VTRS
VIATRIS INC
+$26.0K
26,846
+38%
增持
TRV
TRAVELERS COMPANIES INC
-$26.0K
1,630
+0%
减持
IAT
ISHARES TR
-$26.0K
4,221
-9%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$25.0K
5,720
-6%
增持
QQQ
INVESCO QQQ TR
-$24.0K
2,424
+1%
增持
VOO
VANGUARD INDEX FDS
-$24.0K
2,495
+3%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
-$22.0K
9,424
+0%
增持
—
ISORAY INC
+$22.0K
110,000
+1000%
清仓
—
ATHERSYS INC NEW
-$21.0K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$21.0K
7,527
-3%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$21.0K
32,125
+17%
增持
SPY
SPDR S&P 500 ETF TR
-$20.0K
980
+0%
增持
MO
ALTRIA GROUP INC
+$19.0K
8,925
+9%
增持
LMT
LOCKHEED MARTIN CORP
-$17.0K
605
+4%
减持
—
NAUTILUS INC
-$17.0K
64,664
-7%
增持
EOS
EATON VANCE ENHANCED EQUITY
-$17.0K
25,509
+1%
减持
KMI
KINDER MORGAN INC DEL
-$16.0K
26,583
-3%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$16.0K
18,773
+0%
