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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 65
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
—
AVADEL PHARMACEUTICALS PLC
+$4.9M
2,498,838
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
25,510
+1%
减持
AAPL
APPLE INC
+$3.1M
94,135
-2%
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
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$2.3M
156,810
+1%
增持
MSFT
MICROSOFT CORP
+$1.2M
21,651
+2%
减持
AMZN
AMAZON COM INC
+$1.0M
57,140
-2%
增持
INDI
INDIE SEMICONDUCTOR INC
+$864.8K
161,551
+12%
减持
TTD
THE TRADE DESK INC
+$790.9K
49,295
-0%
减持
DDD
3-D SYS CORP DEL
+$734.0K
223,975
-1%
建仓
—
SEELOS THERAPEUTICS INC
+$660.8K
956,046
增持
ENVX
ENOVIX CORPORATION
+$638.7K
80,801
+78%
增持
TSLA
TESLA INC
+$630.1K
7,130
+3%
减持
PFE
PFIZER INC
-$603.0K
52,904
-2%
建仓
S
SENTINELONE INC
+$524.2K
32,040
减持
GOOGL
ALPHABET INC
+$516.5K
33,695
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$516.3K
28,230
+50%
建仓
TSL
GRANITESHARES ETF TR
+$515.1K
34,200
增持
FSLY
FASTLY INC
+$498.1K
38,996
+64%
减持
CVX
CHEVRON CORP NEW
-$452.0K
12,508
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$431.3K
7,423
+62%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$406.2K
27,280
+5%
增持
VTI
VANGUARD INDEX FDS
+$398.7K
25,847
+1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$339.3K
7,525
清仓
AVGO
BROADCOM INC
-$337.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$335.8K
2,972
-9%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$330.6K
0
-100%
减持
ABBV
ABBVIE INC
-$330.4K
12,640
-13%
减持
BX
BLACKSTONE INC
+$298.9K
28,312
-4%
减持
PD
PAGERDUTY INC
+$281.9K
34,665
-1%
减持
JPM
JPMORGAN CHASE & CO
-$269.7K
30,768
-4%
建仓
VYM
VANGUARD WHITEHALL FDS
+$259.0K
2,455
减持
JNJ
JOHNSON & JOHNSON
-$255.3K
10,433
-2%
增持
CVS
CVS HEALTH CORP
-$238.8K
18,742
+7%
清仓
CI
CIGNA CORP NEW
-$237.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$233.7K
3,140
+8%
减持
—
LIPOCINE INC NEW
-$228.2K
756,674
-36%
建仓
HMC
HONDA MOTOR LTD
+$224.2K
8,463
建仓
GE
GENERAL ELECTRIC CO
+$218.3K
2,283
建仓
MOO
VANECK ETF TRUST
+$217.5K
2,504
清仓
MMM
3M CO
-$216.4K
0
-100%
建仓
KEY
KEYCORP
+$215.5K
17,214
建仓
SCHD
SCHWAB STRATEGIC TR
+$214.9K
2,938
增持
V
VISA INC
+$213.9K
4,994
+14%
减持
—
EXXON MOBIL CORP
-$213.6K
10,869
-15%
清仓
TD
TORONTO DOMINION BK ONT
-$211.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$207.5K
0
-100%
建仓
CSCO
CISCO SYS INC
+$206.6K
3,951
清仓
IAT
ISHARES TR
-$201.2K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$200.4K
4,687
清仓
BP
BP PLC
-$200.1K
0
-100%
增持
METV
LISTED FD TR
+$195.9K
2,080
+2%
增持
BA
BOEING CO
+$190.2K
7,688
+1%
增持
ROKU
ROKU INC
+$181.3K
6,164
+12%
增持
DVN
DEVON ENERGY CORP NEW
+$175.3K
23,985
+42%
清仓
KD
KYNDRYL HLDGS INC
-$175.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$173.6K
3,531
-34%
建仓
—
DEUTSCHE BANK A G
+$170.5K
16,700
减持
BAC
BANK AMERICA CORP
-$161.2K
31,295
-2%
增持
ARKK
ARK ETF TR
+$159.5K
13,138
+11%
减持
URI
UNITED RENTALS INC
+$151.4K
4,150
-1%
减持
IJH
ISHARES TR
-$151.4K
5,332
-13%
减持
KMI
KINDER MORGAN INC DEL
-$145.6K
23,820
-23%
增持
SHOP
SHOPIFY INC
+$136.8K
10,015
+1%
增持
QYLD
GLOBAL X FDS
+$134.1K
96,302
+1%
增持
FSK
FS KKR CAP CORP
+$122.8K
32,200
+19%
建仓
—
HAWAIIAN HOLDINGS INC
+$114.5K
12,500
减持
RF
REGIONS FINANCIAL CORP NEW
-$114.4K
18,438
-13%
增持
—
BEYOND AIR INC
+$112.4K
330,050
+1%
减持
INTC
INTEL CORP
+$109.6K
22,818
-5%
减持
IVV
ISHARES TR
+$107.3K
5,108
-2%
减持
ITOT
ISHARES TR
+$106.4K
19,834
-0%
增持
THW
TEKLA WORLD HEALTHCARE FD
+$105.3K
52,500
+25%
减持
HD
HOME DEPOT INC
-$103.2K
2,719
-5%
建仓
VVR
INVESCO SR INCOME TR
+$101.6K
27,605
增持
—
PIONEER NAT RES CO
+$100.1K
2,237
+43%
增持
VOO
VANGUARD INDEX FDS
+$91.2K
2,857
+2%
减持
—
SCYNEXIS INC
+$87.1K
61,050
-1%
增持
DGRO
ISHARES TR
+$87.0K
6,891
+34%
减持
ABT
ABBOTT LABS
-$81.8K
7,024
-3%
减持
MRK
MERCK & CO INC
-$80.5K
16,272
-0%
增持
DIS
DISNEY WALT CO
+$74.1K
4,967
+2%
增持
LLY
LILLY ELI & CO
+$73.1K
1,310
+27%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$70.7K
56,500
+18%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
+$65.8K
22,419
-4%
减持
CAT
CATERPILLAR INC
-$62.8K
3,197
-4%
增持
SBCF
SEACOAST BKG CORP FLA
-$62.6K
15,650
+13%
减持
IJR
ISHARES TR
-$61.6K
6,758
-11%
增持
PBI
PITNEY BOWES INC
+$61.2K
148,490
+9%
增持
MRNA
MODERNA INC
-$58.7K
2,391
+1%
增持
AMGN
AMGEN INC
-$57.8K
2,780
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$55.2K
10,847
+12%
增持
—
ELASTIC N V
+$53.8K
8,130
+0%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$53.5K
46,865
+49%
增持
OGN
ORGANON & CO
-$53.2K
39,803
+12%
增持
GNRC
GENERAC HLDGS INC
+$52.2K
6,490
+1%
增持
PYPL
PAYPAL HLDGS INC
+$50.2K
3,843
+13%
增持
DAL
DELTA AIR LINES INC DEL
+$48.8K
10,125
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$48.5K
520
-14%
减持
NEE
NEXTERA ENERGY INC
-$46.7K
5,892
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$46.5K
13,162
-1%
减持
PG
PROCTER AND GAMBLE CO
-$45.6K
9,837
-1%
增持
PCYO
PURE CYCLE CORP
-$44.3K
48,100
+1%
减持
XHB
SPDR SER TR
+$44.0K
8,313
-3%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$41.9K
11,300
-12%
增持
HON
HONEYWELL INTL INC
-$41.8K
1,907
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$41.7K
7,163
+10%
增持
VXUS
VANGUARD STAR FDS
+$41.3K
7,592
+4%
减持
CMCSA
COMCAST CORP NEW
+$41.2K
19,549
-2%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$41.1K
10,125
-9%
增持
GLP
GLOBAL PARTNERS LP
-$37.4K
10,340
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.6K
27,836
+5%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$36.0K
74,415
-2%
减持
VNQ
VANGUARD INDEX FDS
-$34.1K
7,747
-6%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$31.7K
63,689
-3%
减持
WFC
WELLS FARGO CO NEW
-$30.8K
7,098
-1%
增持
—
HYDROFARM HLDGS GROUP INC
+$30.4K
32,845
+93%
减持
CSX
CSX CORP
-$28.2K
9,246
-6%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$28.0K
46,277
+2%
减持
—
DYNAVAX TECHNOLOGIES CORP
-$27.9K
27,250
-2%
增持
CHD
CHURCH & DWIGHT CO INC
+$27.7K
3,521
+0%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$27.5K
3,672
-5%
增持
MO
ALTRIA GROUP INC
+$26.0K
9,700
+9%
减持
WMT
WALMART INC
-$25.7K
4,876
-7%
增持
AMLP
ALPS ETF TR
+$25.7K
12,410
+4%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$25.4K
23,094
+7%
减持
TJX
TJX COS INC NEW
-$25.0K
3,789
-6%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$24.9K
17,888
-5%
增持
TRV
TRAVELERS COMPANIES INC
-$23.9K
1,499
+0%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$23.3K
4,429
-6%
增持
STXS
STEREOTAXIS INC
+$21.6K
59,560
+23%
减持
COST
COSTCO WHSL CORP NEW
-$21.4K
915
-12%
减持
GIS
GENERAL MLS INC
+$21.2K
17,942
-1%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$21.1K
19,600
-1%
减持
PEP
PEPSICO INC
-$21.0K
3,727
-4%
增持
T
AT&T INC
+$20.9K
19,373
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$20.9K
11,734
+0%
增持
DHR
DANAHER CORPORATION
-$19.9K
1,497
+0%
减持
VGT
VANGUARD WORLD FDS
+$18.9K
885
-12%
增持
XLP
SELECT SECTOR SPDR TR
+$18.0K
5,608
+4%
增持
DUK
DUKE ENERGY CORP NEW
-$17.1K
2,639
+0%
减持
IXUS
ISHARES TR
+$16.8K
13,846
-5%
增持
VPU
VANGUARD WORLD FDS
-$16.7K
2,877
+0%
增持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$15.5K
59,156
+0%
增持
ICCC
IMMUCELL CORP
-$15.4K
15,667
+0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$14.3K
33,397
-1%
增持
—
NAUTILUS INC
+$13.6K
77,508
+31%
减持
YETI
YETI HLDGS INC
-$12.3K
6,270
-2%
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$12.0K
5,584
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.9K
4,682
-1%
增持
ET
ENERGY TRANSFER L P
+$9.7K
10,300
+3%
