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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 68
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
—
AVADEL PHARMACEUTICALS PLC
-$14.2M
2,409,289
+2%
增持
META
META PLATFORMS INC
+$3.5M
13,726
+563%
减持
AAPL
APPLE INC
-$2.6M
90,059
-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。
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.4M
164,750
+0%
增持
—
SEELOS THERAPEUTICS INC
-$1.3M
3,605,246
+122%
减持
DDD
3-D SYS CORP DEL
-$980.5K
149,125
-14%
减持
INDI
INDIE SEMICONDUCTOR INC
-$681.0K
176,300
-8%
减持
MSFT
MICROSOFT CORP
-$638.8K
20,220
-2%
增持
—
BEYOND AIR INC
-$572.7K
347,850
+8%
增持
LLY
ELI LILLY & CO
+$535.8K
2,150
+63%
建仓
NVO
NOVO-NORDISK A S
+$507.5K
5,581
减持
DVN
DEVON ENERGY CORP NEW
-$427.6K
15,484
-36%
增持
GOOGL
ALPHABET INC
+$385.0K
32,890
+0%
减持
BX
BLACKSTONE INC
+$377.3K
28,075
-1%
减持
URI
UNITED RENTALS INC
-$325.6K
3,415
-18%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$324.9K
36,598
-15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$307.9K
38,479
-8%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$296.4K
55,300
-3%
清仓
BTU
PEABODY ENERGY CORP
-$293.7K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$286.8K
24,550
+37%
增持
TTD
THE TRADE DESK INC
+$284.3K
50,345
+7%
减持
AMZN
AMAZON COM INC
-$278.2K
57,263
-1%
减持
MRK
MERCK & CO INC
-$260.8K
15,541
-4%
增持
DOCN
DIGITALOCEAN HLDGS INC
-$259.9K
35,545
+28%
增持
ENVX
ENOVIX CORPORATION
-$258.1K
97,951
+19%
清仓
—
ARLINGTON ASSET INVST CORP
-$256.6K
0
-100%
增持
—
ELASTIC N V
+$253.9K
10,657
+12%
增持
S
SENTINELONE INC
+$245.0K
80,090
+9%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$237.1K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$230.2K
0
-100%
减持
OGN
ORGANON & CO
-$222.2K
32,634
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$222.1K
8,833
-11%
建仓
ALB
ALBEMARLE CORP
+$221.1K
1,300
建仓
TJUL
INNOVATOR ETFS TR
+$220.6K
9,035
减持
AMAT
APPLIED MATLS INC
-$219.9K
2,400
-37%
清仓
NFLX
NETFLIX INC
-$202.6K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$202.0K
0
-100%
清仓
ROKU
ROKU INC
-$201.7K
0
-100%
增持
STKL
SUNOPTA INC
-$201.5K
77,350
+12%
清仓
CI
THE CIGNA GROUP
-$201.2K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$200.6K
0
-100%
减持
TSLA
TESLA INC
-$198.5K
6,648
-7%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$191.3K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$172.8K
5,101
-2%
减持
ABBV
ABBVIE INC
+$165.0K
11,981
-0%
减持
EXP
EAGLE MATLS INC
-$162.5K
7,225
-1%
增持
GIS
GENERAL MLS INC
+$159.6K
23,169
+34%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$149.6K
11,805
-10%
减持
TSL
GRANITESHARES ETF TR
-$148.6K
38,800
-11%
减持
—
EXXON MOBIL CORP
-$145.3K
7,722
-21%
建仓
TGTX
TG THERAPEUTICS INC
+$129.6K
15,500
减持
CVX
CHEVRON CORP NEW
+$129.6K
11,969
-0%
增持
RTX
RTX CORPORATION
-$127.3K
7,373
+10%
增持
AMGN
AMGEN INC
+$126.7K
2,707
+0%
减持
NEE
NEXTERA ENERGY INC
-$117.6K
5,645
-5%
减持
KMI
KINDER MORGAN INC DEL
-$115.1K
12,468
-33%
减持
T
AT&T INC
-$115.0K
13,201
-33%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$111.2K
36,334
+10%
减持
IBRX
IMMUNITYBIO INC
-$107.0K
53,500
-25%
增持
VTI
VANGUARD INDEX FDS
-$101.2K
26,867
+2%
增持
BND
VANGUARD BD INDEX FDS
+$100.0K
4,540
+52%
减持
DIS
DISNEY WALT CO
-$98.8K
3,971
-16%
减持
PCYO
PURE CYCLE CORP
-$98.8K
43,450
-7%
减持
JNJ
JOHNSON & JOHNSON
-$98.6K
10,016
-0%
增持
SHOP
SHOPIFY INC
-$95.7K
10,020
+1%
增持
BA
BOEING CO
-$93.5K
8,248
+4%
增持
CAT
CATERPILLAR INC
+$91.9K
3,247
+1%
减持
LPCN
LIPOCINE INC NEW
-$91.6K
18,761
-36%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$84.0K
9,127
-11%
增持
ABT
ABBOTT LABS
-$82.2K
7,001
+0%
减持
INTC
INTEL CORP
-$80.3K
18,965
-16%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$76.6K
22,344
-1%
减持
MRNA
MODERNA INC
-$73.0K
2,106
-12%
增持
QYLD
GLOBAL X FDS
-$73.0K
76,075
+0%
增持
IVV
ISHARES TR
-$70.9K
5,230
+1%
增持
ITOT
ISHARES TR
-$68.5K
19,742
+0%
增持
—
PIONEER NAT RES CO
+$68.1K
2,302
+4%
增持
PFE
PFIZER INC
-$63.9K
56,493
+7%
减持
PD
PAGERDUTY INC
-$61.3K
28,358
-9%
增持
PBI
PITNEY BOWES INC
-$59.1K
158,638
+4%
减持
VNQ
VANGUARD INDEX FDS
-$58.6K
7,382
-0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$58.3K
63,929
+0%
增持
PI
IMPINJ INC
+$57.0K
12,895
+77%
增持
ORCL
ORACLE CORP
-$56.5K
6,005
+3%
减持
JPM
JPMORGAN CHASE & CO
-$55.8K
29,872
-1%
减持
BAC
BANK AMERICA CORP
-$54.3K
30,066
-2%
减持
XHB
SPDR SER TR
-$54.1K
7,962
-4%
增持
FSK
FS KKR CAP CORP
+$53.6K
37,400
+5%
增持
GLP
GLOBAL PARTNERS LP
+$53.5K
10,510
+2%
增持
PG
PROCTER AND GAMBLE CO
-$52.7K
9,865
+0%
增持
PEP
PEPSICO INC
-$52.6K
3,626
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$51.6K
12,116
-5%
增持
AMLP
ALPS ETF TR
+$50.7K
13,100
+2%
增持
—
HAWAIIAN HOLDINGS INC
-$50.4K
15,000
+11%
减持
CSX
CSX CORP
-$49.4K
8,646
-6%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$46.6K
3,524
-4%
增持
JMIA
JUMIA TECHNOLOGIES AG
-$43.6K
73,650
+6%
增持
MCD
MCDONALDS CORP
-$43.2K
1,346
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$42.6K
2,918
-2%
增持
HON
HONEYWELL INTL INC
-$41.6K
1,840
+0%
减持
HD
HOME DEPOT INC
-$40.7K
2,663
-2%
增持
THW
TEKLA WORLD HEALTHCARE FD
-$40.5K
62,400
+13%
减持
CHD
CHURCH & DWIGHT CO INC
-$39.2K
3,427
-3%
增持
WTRG
ESSENTIAL UTILS INC
-$39.2K
13,104
+7%
减持
GOOG
ALPHABET INC
+$38.5K
7,987
-5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$38.4K
33,742
+0%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
-$37.4K
46,403
+0%
增持
V
VISA INC
-$35.8K
5,021
+0%
增持
AVGO
BROADCOM INC
+$35.5K
565
+13%
减持
LNG
CHENIERE ENERGY INC
+$34.8K
2,887
-1%
增持
GNRC
GENERAC HLDGS INC
-$33.2K
8,289
+32%
增持
IXUS
ISHARES TR
-$33.2K
12,805
+0%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$33.1K
57,514
-0%
增持
—
HYDROFARM HLDGS GROUP INC
+$32.9K
66,000
+8%
减持
DUK
DUKE ENERGY CORP NEW
-$32.6K
2,315
-12%
减持
CMCSA
COMCAST CORP NEW
+$32.2K
18,924
-3%
减持
EDOW
FIRST TR EXCHANGE TRADED FD
-$30.6K
8,733
-7%
增持
—
CHUBB LIMITED
+$30.3K
1,467
+3%
增持
VVR
INVESCO SR INCOME TR
+$29.0K
26,755
+36%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$27.9K
7,148
-2%
减持
—
PSYCHEMEDICS CORP
-$27.7K
40,701
-2%
增持
UPS
UNITED PARCEL SERVICE INC
-$26.4K
1,358
+2%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$26.4K
28,094
+22%
减持
XLE
SELECT SECTOR SPDR TR
+$26.0K
3,448
-2%
减持
EOS
EATON VANCE ENHANCED EQUITY
-$25.7K
25,210
-2%
建仓
—
CARA THERAPEUTICS INC
+$23.5K
14,000
减持
TRV
TRAVELERS COMPANIES INC
-$22.7K
1,369
-3%
增持
VUG
VANGUARD INDEX FDS
-$21.8K
5,556
+2%
减持
FSLY
FASTLY INC
+$21.4K
36,681
-15%
增持
MS
MORGAN STANLEY
-$21.2K
5,705
+0%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$20.9K
24,258
-2%
减持
COST
COSTCO WHSL CORP NEW
+$20.4K
909
-1%
减持
—
DEUTSCHE BANK A G
-$19.8K
14,200
-15%
增持
MO
ALTRIA GROUP INC
+$18.4K
11,075
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$18.0K
635
+21%
增持
STXS
STEREOTAXIS INC
+$18.0K
69,060
+16%
增持
C
CITIGROUP INC
+$17.9K
5,600
+21%
增持
AKBA
AKEBIA THERAPEUTICS INC
+$16.9K
29,500
+61%
增持
ET
ENERGY TRANSFER L P
+$16.5K
10,500
+2%
增持
FIW
FIRST TR EXCHANGE TRADED FD
-$15.9K
5,786
+4%
减持
—
NEW YORK CMNTY BANCORP INC
-$15.9K
10,000
-13%
增持
XLP
SELECT SECTOR SPDR TR
-$14.9K
6,023
+4%
减持
TJX
TJX COS INC NEW
+$14.1K
3,487
-0%
增持
DE
DEERE & CO
-$14.1K
725
+2%
增持
VXUS
VANGUARD STAR FDS
-$12.9K
8,315
+2%
减持
ETJ
EATON VANCE RISK-MANAGED DIV
-$12.2K
19,174
-1%
建仓
—
AMARIN CORP PLC
+$11.6K
12,599
减持
NVDA
NVIDIA CORPORATION
-$11.4K
23,921
-3%
减持
KEY
KEYCORP
+$11.2K
14,964
-8%
增持
ARKK
ARK ETF TR
-$10.2K
14,780
+9%
