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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 59
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
AVADEL PHARMACEUTICALS PLC
+$16.2M
2,369,089
-5%
减持
NVDA
NVIDIA CORPORATION
+$3.3M
24,625
-3%
减持
AAPL
APPLE INC
+$2.5M
92,736
-1%
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
+$1.9M
164,050
+5%
增持
AMZN
AMAZON COM INC
+$1.7M
57,974
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
43,083
-42%
增持
—
SEELOS THERAPEUTICS INC
+$1.3M
1,622,546
+70%
减持
—
BEYOND AIR INC
-$851.6K
323,050
-2%
减持
MSFT
MICROSOFT CORP
+$781.3K
20,624
-5%
减持
DDD
3-D SYS CORP DEL
-$688.3K
172,475
-23%
减持
TTD
THE TRADE DESK INC
+$647.6K
47,270
-4%
建仓
META
META PLATFORMS INC
+$594.0K
2,070
增持
S
SENTINELONE INC
+$581.1K
73,200
+128%
增持
VTI
VANGUARD INDEX FDS
+$532.7K
26,366
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$526.0K
17,890
+138%
减持
PD
PAGERDUTY INC
-$513.5K
31,098
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$472.5K
41,812
+50%
清仓
TWLO
TWILIO INC
-$465.4K
0
-100%
清仓
METV
LISTED FD TR
-$440.8K
0
-100%
建仓
AVGO
BROADCOM INC
+$434.1K
500
减持
GOOGL
ALPHABET INC
+$423.8K
32,740
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$402.8K
9,923
+34%
减持
ABBV
ABBVIE INC
-$393.5K
12,030
-5%
减持
TSLA
TESLA INC
+$382.8K
7,113
-0%
减持
JPM
JPMORGAN CHASE & CO
+$378.5K
30,169
-2%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$342.2K
0
-100%
增持
TSL
GRANITESHARES ETF TR
+$334.3K
43,400
+27%
减持
QYLD
GLOBAL X FDS
-$302.9K
75,984
-21%
增持
PI
IMPINJ INC
+$293.5K
7,280
+175%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$293.5K
33,162
+17%
清仓
PYPL
PAYPAL HLDGS INC
-$291.8K
0
-100%
增持
ENVX
ENOVIX CORPORATION
+$282.7K
82,451
+2%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$267.3K
0
-100%
建仓
—
ARLINGTON ASSET INVST CORP
+$256.6K
7,045
清仓
YETI
YETI HLDGS INC
-$250.8K
0
-100%
清仓
—
LIPOCINE INC NEW
-$240.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$236.4K
5,424
+4%
减持
GNRC
GENERAC HLDGS INC
+$235.4K
6,279
-3%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$233.9K
7,500
-34%
清仓
DVY
ISHARES TR
-$229.1K
0
-100%
减持
PFE
PFIZER INC
-$220.7K
52,830
-0%
增持
IVV
ISHARES TR
+$217.0K
5,198
+2%
建仓
BND
VANGUARD BD INDEX FDS
+$216.8K
2,983
建仓
MA
MASTERCARD INCORPORATED
+$216.3K
550
增持
VOO
VANGUARD INDEX FDS
+$212.6K
3,160
+11%
建仓
C
CITIGROUP INC
+$212.5K
4,615
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$211.2K
56,750
+0%
减持
GIS
GENERAL MLS INC
-$210.3K
17,249
-4%
建仓
STZ
CONSTELLATION BRANDS INC
+$208.1K
845
减持
ROKU
ROKU INC
-$204.0K
3,154
-49%
建仓
—
ACCENTURE PLC IRELAND
+$203.4K
659
建仓
NFLX
NETFLIX INC
+$202.6K
460
建仓
TD
TORONTO DOMINION BK ONT
+$202.0K
3,258
清仓
KO
COCA COLA CO
-$201.6K
0
-100%
减持
URI
UNITED RENTALS INC
+$201.4K
4,140
-0%
建仓
CI
THE CIGNA GROUP
+$201.2K
717
建仓
VOE
VANGUARD INDEX FDS
+$200.6K
1,450
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$193.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$190.9K
3,245
+3%
增持
LLY
LILLY ELI & CO
+$169.2K
1,320
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$164.5K
4,722
+1%
减持
SHOP
SHOPIFY INC
+$162.3K
9,945
-1%
减持
CVX
CHEVRON CORP NEW
-$152.3K
12,002
-4%
建仓
LPCN
LIPOCINE INC NEW
+$147.5K
29,273
减持
OGN
ORGANON & CO
-$147.4K
37,902
-5%
清仓
VTRS
VIATRIS INC
-$145.6K
0
-100%
增持
IBRX
IMMUNITYBIO INC
+$145.5K
71,000
+149%
减持
BX
BLACKSTONE INC
+$143.8K
28,296
-0%
增持
—
ELASTIC N V
+$141.1K
9,542
+17%
减持
—
EXXON MOBIL CORP
-$138.6K
9,821
-10%
减持
AMT
AMERICAN TOWER CORP NEW
-$132.8K
5,216
-7%
减持
ITOT
ISHARES TR
+$132.1K
19,706
-1%
减持
MRK
MERCK & CO INC
+$129.6K
16,126
-1%
建仓
—
NEW YORK CMNTY BANCORP INC
+$129.3K
11,500
减持
—
HOLOGIC INC
-$120.1K
3,500
-30%
增持
SBCF
SEACOAST BKG CORP FLA
+$110.9K
21,800
+39%
清仓
FCT
FIRST TR SR FLTG RATE INCOME
-$101.9K
0
-100%
减持
XHB
SPDR SER TR
+$100.5K
8,266
-1%
减持
KMI
KINDER MORGAN INC DEL
-$95.3K
18,687
-22%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$90.3K
33,732
+1%
增持
INDI
INDIE SEMICONDUCTOR INC
+$87.3K
190,601
+18%
增持
FSK
FS KKR CAP CORP
+$87.1K
35,600
+11%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$83.9K
69,615
+49%
减持
STKL
SUNOPTA INC
-$81.3K
69,090
-2%
减持
DAL
DELTA AIR LINES INC DEL
+$80.2K
9,125
-10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$77.5K
13,053
-1%
减持
DIS
DISNEY WALT CO
-$76.7K
4,712
-5%
减持
AMGN
AMGEN INC
-$71.3K
2,706
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$71.3K
2,226
+18%
增持
CVS
CVS HEALTH CORP
-$68.7K
19,152
+2%
增持
ARKK
ARK ETF TR
+$66.6K
13,515
+3%
减持
CMCSA
COMCAST CORP NEW
+$65.8K
19,420
-1%
减持
KEY
KEYCORP
-$65.7K
16,214
-6%
增持
V
VISA INC
+$64.8K
5,014
+0%
减持
DLHC
DLH HLDGS CORP
-$64.1K
43,400
-2%
增持
CAT
CATERPILLAR INC
+$62.7K
3,229
+1%
增持
VGT
VANGUARD WORLD FDS
+$62.1K
912
+3%
减持
PCYO
PURE CYCLE CORP
+$61.4K
46,900
-2%
增持
T
AT&T INC
-$59.7K
19,640
+1%
减持
BTU
PEABODY ENERGY CORP
-$59.6K
13,559
-2%
减持
AMAT
APPLIED MATLS INC
+$58.4K
3,820
-5%
减持
IJH
ISHARES TR
+$57.5K
5,321
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$57.3K
10,198
-6%
减持
IXUS
ISHARES TR
-$56.4K
12,797
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$55.7K
2,967
+21%
减持
IVE
ISHARES TR
+$53.7K
5,982
-0%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
+$53.4K
22,601
+1%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$52.7K
63,884
+0%
增持
THW
TEKLA WORLD HEALTHCARE FD
+$50.5K
55,050
+5%
减持
WTRG
ESSENTIAL UTILS INC
-$50.2K
12,253
-1%
建仓
BYRN
BYRNA TECHNOLOGIES INC
+$50.1K
10,000
减持
ABT
ABBOTT LABS
+$49.1K
6,974
-1%
增持
DVN
DEVON ENERGY CORP NEW
-$47.6K
24,125
+1%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$45.5K
27,755
+2%
减持
—
PSYCHEMEDICS CORP
-$44.4K
41,501
-7%
增持
SCHD
SCHWAB STRATEGIC TR
+$44.3K
3,570
+22%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$43.5K
6,717
-6%
增持
HD
HOME DEPOT INC
+$42.8K
2,721
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$41.9K
3,524
+0%
减持
JNJ
JOHNSON & JOHNSON
+$41.5K
10,020
-4%
增持
BA
BOEING CO
+$41.3K
7,930
+3%
增持
PBI
PITNEY BOWES INC
-$39.4K
152,030
+2%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$39.0K
25,648
+0%
增持
VXUS
VANGUARD STAR FDS
+$38.7K
8,165
+8%
增持
COST
COSTCO WHSL CORP NEW
+$38.0K
916
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$35.0K
16,346
-9%
增持
DGRO
ISHARES TR
+$33.9K
7,342
+7%
减持
WMT
WALMART INC
+$31.8K
4,777
-2%
增持
—
HAWAIIAN HOLDINGS INC
+$30.9K
13,500
+8%
减持
WFC
WELLS FARGO CO NEW
+$30.6K
6,933
-2%
增持
AUTL
AUTOLUS THERAPEUTICS PLC
+$29.1K
47,000
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$29.0K
12,716
+4%
减持
PG
PROCTER AND GAMBLE CO
+$28.8K
9,829
-0%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$27.7K
5,585
+0%
增持
DE
DEERE & CO
+$27.6K
710
+13%
增持
—
SCYNEXIS INC
+$26.4K
71,050
+16%
减持
LNG
CHENIERE ENERGY INC
-$26.3K
2,917
-2%
减持
VNQ
VANGUARD INDEX FDS
-$26.2K
7,385
-5%
减持
VVR
INVESCO SR INCOME TR
-$25.7K
19,705
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$24.2K
2,973
+0%
增持
ONDS
ONDAS HLDGS INC
+$23.4K
109,900
+67%
增持
AMLP
ALPS ETF TR
+$22.4K
12,805
+3%
减持
HMC
HONDA MOTOR LTD
+$20.3K
8,067
-5%
建仓
AMLIF
AMERICAN LITHIUM CORP
+$20.1K
10,000
减持
—
PIERIS PHARMACEUTICALS INC
-$18.9K
16,700
-25%
减持
IJR
ISHARES TR
+$18.7K
6,746
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$17.7K
2,640
+0%
减持
BAC
BANK AMERICA CORP
-$17.5K
30,586
-2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$17.0K
4,788
+2%
减持
HON
HONEYWELL INTL INC
+$17.0K
1,839
-4%
