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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 26
增持 37
减持 69
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
—
AVADEL PHARMACEUTICALS PLC
+$5.0M
2,514,905
-3%
建仓
VTI
VANGUARD INDEX FDS
+$4.9M
25,507
减持
AAPL
APPLE INC
-$3.3M
95,703
-16%
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
IVV
ISHARES TR
+$2.0M
5,186
减持
AMZN
AMAZON COM INC
-$1.9M
58,095
-3%
清仓
—
STERIS PLC
-$1.8M
0
-100%
建仓
ITOT
ISHARES TR
+$1.7M
19,924
建仓
IJH
ISHARES TR
+$1.5M
6,140
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.1M
155,620
-1%
建仓
VUG
VANGUARD INDEX FDS
+$1.1M
5,205
减持
TTD
THE TRADE DESK INC
-$1.0M
49,335
-9%
减持
ROKU
ROKU INC
-$993.6K
5,514
-74%
减持
BX
BLACKSTONE INC
-$964.9K
29,493
-22%
减持
JPM
JPMORGAN CHASE & CO
+$901.0K
31,909
-1%
建仓
IVE
ISHARES TR
+$870.4K
6,000
建仓
IXUS
ISHARES TR
+$841.0K
14,530
增持
TSLA
TESLA INC
-$805.9K
6,893
+10%
清仓
STIP
ISHARES TR
-$790.0K
0
-100%
建仓
IJR
ISHARES TR
+$715.1K
7,556
建仓
VNQ
VANGUARD INDEX FDS
+$677.4K
8,213
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$677.3K
12,280
+270%
建仓
ENVX
ENOVIX CORPORATION
+$566.0K
45,501
减持
MS
MORGAN STANLEY
-$557.6K
5,804
-56%
减持
TWLO
TWILIO INC
-$496.0K
6,985
-42%
建仓
IWV
ISHARES TR
+$486.6K
2,205
减持
PFE
PFIZER INC
-$482.5K
53,893
-27%
减持
BA
BOEING CO
+$481.0K
7,575
-5%
减持
NVDA
NVIDIA CORPORATION
+$464.1K
25,367
-5%
减持
BAC
BANK AMERICA CORP
-$454.8K
31,891
-36%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$453.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$434.4K
33,760
-5%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$423.0K
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC
-$422.5K
144,001
-16%
减持
CVX
CHEVRON CORP NEW
+$416.9K
13,889
-4%
清仓
TIPX
SPDR SER TR
-$412.0K
0
-100%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$410.7K
26,005
-12%
减持
DDD
3-D SYS CORP DEL
-$402.0K
225,275
-13%
减持
ABBV
ABBVIE INC
+$393.8K
14,509
-0%
减持
MRK
MERCK & CO INC
+$390.7K
16,329
-1%
建仓
VXUS
VANGUARD STAR FDS
+$377.8K
7,305
减持
FSLY
FASTLY INC
-$366.5K
23,746
-61%
建仓
BTU
PEABODY ENERGY CORP
+$364.6K
13,800
减持
CVS
CVS HEALTH CORP
-$354.5K
17,507
-16%
建仓
MCD
MCDONALDS CORP
+$351.3K
1,333
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$334.1K
18,812
+40%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$331.0K
0
-100%
减持
—
ELASTIC N V
-$323.1K
8,095
-22%
增持
—
BEYOND AIR INC
-$301.6K
325,950
+0%
增持
—
EXXON MOBIL CORP
+$296.5K
12,742
+0%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$296.1K
12,800
-40%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$290.0K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$286.2K
1,885
增持
CAT
CATERPILLAR INC
+$283.5K
3,316
+6%
增持
PG
PROCTER AND GAMBLE CO
+$276.3K
9,952
+2%
建仓
YETI
YETI HLDGS INC
+$263.1K
6,370
清仓
U
UNITY SOFTWARE INC
-$263.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$258.8K
4,872
-33%
建仓
DGRO
ISHARES TR
+$257.5K
5,150
清仓
PINS
PINTEREST INC
-$246.0K
0
-100%
减持
SBCF
SEACOAST BKG CORP FLA
-$243.5K
13,900
-38%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$238.7K
9,701
+2%
清仓
—
PARAMOUNT GLOBAL
-$232.0K
0
-100%
建仓
LQD
ISHARES TR
+$226.1K
2,145
建仓
—
ISHARES TR
+$223.4K
9,187
增持
PBI
PITNEY BOWES INC
+$221.5K
135,912
+7%
减持
URI
UNITED RENTALS INC
+$220.0K
4,195
-11%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TR
+$219.1K
4,729
建仓
MMM
3M CO
+$216.4K
1,804
清仓
FIVN
FIVE9 INC
-$216.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.4K
4,712
+1%
建仓
TD
TORONTO DOMINION BK ONT
+$211.0K
3,258
建仓
XLF
SELECT SECTOR SPDR TR
+$207.5K
6,067
清仓
MTB
M & T BK CORP
-$207.0K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$204.0K
0
-100%
建仓
BP
BP PLC
+$200.1K
5,728
增持
JNJ
JOHNSON & JOHNSON
+$188.4K
10,600
+3%
增持
HD
HOME DEPOT INC
+$184.7K
2,867
+10%
减持
—
DYNAVAX TECHNOLOGIES CORP
-$176.7K
27,750
-39%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$174.8K
23,237
-18%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$171.2K
33,794
+0%
建仓
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$170.7K
15,106
增持
OGN
ORGANON & CO
+$166.4K
35,423
+1%
减持
STKL
SUNOPTA INC
-$165.2K
70,590
-16%
增持
VOO
VANGUARD INDEX FDS
+$164.1K
2,798
+12%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$160.8K
75,896
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$148.0K
5,328
+21%
减持
BCS
BARCLAYS PLC
-$146.0K
10,000
-71%
减持
AMT
AMERICAN TOWER CORP NEW
-$135.8K
5,415
-9%
增持
GLP
GLOBAL PARTNERS LP
+$135.1K
10,300
+14%
增持
PEP
PEPSICO INC
+$130.4K
3,877
+11%
增持
QQQ
INVESCO QQQ TR
+$126.1K
2,907
+20%
减持
GOOG
ALPHABET INC
-$123.8K
8,387
-7%
增持
KMI
KINDER MORGAN INC DEL
+$120.7K
31,124
+17%
减持
ONDS
ONDAS HLDGS INC
-$120.3K
47,000
-11%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$120.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$117.0K
0
-100%
减持
DLHC
DLH HLDGS CORP
-$116.6K
44,368
-15%
减持
—
SCYNEXIS INC
-$114.0K
61,550
-30%
减持
V
VISA INC
+$112.1K
4,390
-2%
减持
GIS
GENERAL MLS INC
+$110.1K
18,033
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$109.2K
13,326
-11%
清仓
BTX
BLACKROCK INNOVATION AND GRW
-$109.0K
0
-100%
减持
ORCL
ORACLE CORP
+$107.7K
6,590
-7%
增持
ABT
ABBOTT LABS
+$104.0K
7,223
+1%
清仓
GGT
GABELLI MULTIMEDIA TR INC
-$104.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$102.4K
3,393
-15%
建仓
FCT
FIRST TR SR FLTG RATE INCOME
+$102.2K
10,723
减持
ARKK
ARK ETF TR
-$101.6K
11,858
-5%
减持
PCYO
PURE CYCLE CORP
+$98.8K
47,600
-1%
增持
—
PIONEER NAT RES CO
+$98.7K
1,562
+31%
增持
LLY
LILLY ELI & CO
+$96.8K
1,030
+19%
减持
METV
LISTED FD TR
-$89.1K
2,035
-17%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$88.8K
6,538
-6%
减持
CMCSA
COMCAST CORP NEW
+$86.9K
20,015
-4%
减持
STT
STATE STR CORP
+$86.8K
5,554
-2%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$86.3K
31,375
-2%
减持
RF
REGIONS FINANCIAL CORP NEW
-$83.4K
21,179
-21%
减持
HON
HONEYWELL INTL INC
+$82.3K
1,896
-2%
减持
EXP
EAGLE MATLS INC
-$79.7K
7,326
-25%
减持
—
LIPOCINE INC NEW
-$78.1K
1,178,834
-3%
增持
AMAT
APPLIED MATLS INC
+$77.5K
4,020
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$69.6K
3,283
-8%
减持
TJX
TJX COS INC NEW
+$67.9K
4,044
-1%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$65.2K
48,042
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$63.9K
5,378
+6%
减持
MSFT
MICROSOFT CORP
+$63.7K
21,156
-2%
增持
BGR
BLACKROCK ENERGY & RES TR
+$63.1K
26,901
+6%
减持
QYLD
GLOBAL X FDS
-$61.6K
95,377
-5%
减持
VTRS
VIATRIS INC
-$60.6K
15,132
-44%
减持
PD
PAGERDUTY INC
-$59.3K
35,040
-18%
减持
AMGN
AMGEN INC
+$58.8K
2,779
-7%
减持
WMT
WALMART INC
+$56.7K
5,252
-1%
减持
T
AT&T INC
-$52.0K
19,120
-27%
增持
DAL
DELTA AIR LINES INC DEL
+$51.8K
9,275
+3%
增持
DVN
DEVON ENERGY CORP NEW
+$48.6K
16,885
+3%
增持
INTC
INTEL CORP
+$46.9K
24,060
+5%
减持
MO
ALTRIA GROUP INC
+$46.8K
8,900
-0%
减持
XHB
SPDR SER TR
+$45.3K
8,609
-1%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$44.0K
5,734
+0%
清仓
—
BLACKROCK INCOME TR INC
-$43.0K
0
-100%
减持
AVGO
BROADCOM INC
+$42.0K
604
-9%
减持
DE
DEERE & CO
+$38.1K
630
-9%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$37.8K
9,426
+0%
减持
THW
TEKLA WORLD HEALTHCARE FD
+$37.0K
42,050
-7%
增持
VPU
VANGUARD WORLD FDS
+$36.1K
2,876
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$34.2K
18,779
+0%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$32.9K
25,556
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$32.7K
2,638
+3%
增持
CHD
CHURCH & DWIGHT CO INC
+$32.6K
3,518
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$31.6K
600
+2%
