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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 44
增持 69
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
—
AVADEL PHARMACEUTICALS PLC
+$9.3M
2,416,326
+0%
建仓
ADBE
ADOBE INC
+$6.3M
10,532
建仓
MPC
MARATHON PETE CORP
+$3.5M
23,500
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
AAPL
APPLE INC
+$3.0M
95,838
+6%
增持
AMZN
AMAZON COM INC
+$2.2M
62,638
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
24,746
+3%
增持
MSFT
MICROSOFT CORP
+$1.4M
20,792
+3%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
32,350
+8%
建仓
SSUS
STRATEGY SHS
+$1.0M
28,524
建仓
UTG
REAVES UTIL INCOME FD
+$1.0M
37,943
增持
BA
BOEING CO
+$925.0K
9,614
+17%
增持
S
SENTINELONE INC
+$918.7K
82,690
+3%
增持
NVO
NOVO-NORDISK A S
+$891.0K
13,518
+142%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$847.0K
46,365
+30%
增持
GOOGL
ALPHABET INC
+$734.6K
36,070
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$713.5K
12,192
+34%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$709.3K
27,176
+130%
建仓
GLD
SPDR GOLD TR
+$665.4K
3,481
清仓
—
SEELOS THERAPEUTICS INC
-$663.4K
0
-100%
增持
PI
IMPINJ INC
+$640.4K
14,995
+16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$590.5K
10,167
+15%
增持
LLY
ELI LILLY & CO
+$588.6K
2,991
+39%
增持
XLE
SELECT SECTOR SPDR TR
+$585.7K
10,703
+210%
减持
VTI
VANGUARD INDEX FDS
+$564.7K
26,438
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$561.7K
2,063
+111%
建仓
PFF
ISHARES TR
+$536.4K
17,199
清仓
—
PIONEER NAT RES CO
-$528.4K
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$525.8K
161,850
-2%
增持
CVX
CHEVRON CORP NEW
+$516.9K
16,995
+42%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$512.7K
25,170
-31%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$509.6K
10,043
建仓
EQL
ALPS ETF TR
+$505.6K
4,616
建仓
XLK
SELECT SECTOR SPDR TR
+$464.8K
2,415
增持
INTC
INTEL CORP
+$459.7K
22,565
+19%
建仓
IEI
ISHARES TR
+$457.5K
3,906
增持
VZ
VERIZON COMMUNICATIONS INC
+$448.7K
44,982
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$441.3K
4,684
+104%
建仓
VLO
VALERO ENERGY CORP
+$427.1K
3,286
减持
PD
PAGERDUTY INC
-$424.2K
9,225
-67%
减持
BX
BLACKSTONE INC
+$415.1K
26,147
-7%
建仓
XLF
SELECT SECTOR SPDR TR
+$414.3K
11,018
建仓
ED
CONSOLIDATED EDISON INC
+$399.7K
4,393
建仓
MUB
ISHARES TR
+$390.0K
3,597
减持
META
META PLATFORMS INC
+$385.2K
12,730
-7%
增持
IVV
ISHARES TR
+$372.0K
5,481
+5%
增持
COST
COSTCO WHSL CORP NEW
+$360.9K
1,324
+46%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$358.5K
4,518
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$357.1K
30,227
+23%
增持
DGRO
ISHARES TR
+$354.8K
13,441
+81%
增持
GIS
GENERAL MLS INC
+$354.3K
28,199
+22%
建仓
XLV
SELECT SECTOR SPDR TR
+$346.6K
2,542
减持
—
ELASTIC N V
+$335.0K
10,655
-0%
增持
QQQ
INVESCO QQQ TR
+$329.1K
3,643
+12%
建仓
XLC
SELECT SECTOR SPDR TR
+$322.3K
4,436
建仓
—
SEELOS THERAPEUTICS INC
+$317.7K
228,593
增持
T
AT&T INC
+$313.0K
30,472
+131%
增持
—
EXXON MOBIL CORP
+$311.3K
12,195
+58%
建仓
VBK
VANGUARD INDEX FDS
+$299.8K
1,240
建仓
IYW
ISHARES TR
+$298.3K
2,430
建仓
SVAL
ISHARES TR
+$288.0K
9,350
增持
AMAT
APPLIED MATLS INC
+$286.8K
3,820
+59%
增持
AMT
AMERICAN TOWER CORP NEW
+$280.8K
5,187
+2%
减持
INDI
INDIE SEMICONDUCTOR INC
+$276.1K
171,000
-3%
增持
AVGO
BROADCOM INC
+$275.4K
667
+18%
建仓
—
GLOBAL E ONLINE LTD
+$271.5K
6,850
建仓
XLU
SELECT SECTOR SPDR TR
+$267.3K
4,222
建仓
GE
GENERAL ELECTRIC CO
+$266.9K
2,091
增持
IJR
ISHARES TR
+$259.4K
8,275
+23%
建仓
HFXI
INDEXIQ ETF TR
+$251.4K
10,110
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$250.4K
5,340
+13%
建仓
MELI
MERCADOLIBRE INC
+$240.4K
153
建仓
—
TRANE TECHNOLOGIES PLC
+$238.8K
979
增持
TSL
GRANITESHARES ETF TR
-$237.5K
42,076
+8%
减持
EXP
EAGLE MATLS INC
+$237.0K
7,100
-2%
建仓
OXY
OCCIDENTAL PETE CORP
+$236.9K
3,968
建仓
OEF
ISHARES TR
+$234.2K
1,048
建仓
CRM
SALESFORCE INC
+$232.9K
885
增持
ARKK
ARK ETF TR
+$232.7K
15,640
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$232.6K
34,507
+2%
建仓
CI
THE CIGNA GROUP
+$230.3K
769
建仓
NFLX
NETFLIX INC
+$228.8K
470
增持
GOOG
ALPHABET INC
+$227.5K
9,087
+14%
增持
SBCF
SEACOAST BKG CORP FLA
+$227.1K
24,800
+14%
增持
VUG
VANGUARD INDEX FDS
+$226.7K
5,596
+1%
增持
PFE
PFIZER INC
-$223.6K
57,321
+1%
建仓
ROKU
ROKU INC
+$222.3K
2,425
清仓
ALB
ALBEMARLE CORP
-$221.1K
0
-100%
清仓
TJUL
INNOVATOR ETFS TR
-$220.6K
0
-100%
增持
DDD
3-D SYS CORP DEL
+$220.5K
150,025
+1%
清仓
MRNA
MODERNA INC
-$217.5K
0
-100%
增持
STKL
SUNOPTA INC
+$217.4K
87,400
+13%
建仓
VOE
VANGUARD INDEX FDS
+$216.1K
1,490
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$214.9K
18,458
建仓
UNP
UNION PAC CORP
+$212.7K
866
增持
XLP
SELECT SECTOR SPDR TR
+$211.9K
8,696
+44%
建仓
TD
TORONTO DOMINION BK ONT
+$210.5K
3,258
增持
IBRX
IMMUNITYBIO INC
+$208.3K
59,500
+11%
清仓
MOO
VANECK ETF TRUST
-$208.1K
0
-100%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$207.8K
3,302
增持
GNRC
GENERAC HLDGS INC
+$207.5K
8,594
+4%
建仓
MODL
VICTORY PORTFOLIOS II
+$207.3K
6,370
清仓
KMI
KINDER MORGAN INC DEL
-$206.7K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$205.3K
1,687
清仓
DUK
DUKE ENERGY CORP NEW
-$204.3K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$203.5K
650
增持
HD
HOME DEPOT INC
+$201.8K
2,904
+9%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$200.8K
1,939
减持
PBI
PITNEY BOWES INC
+$186.9K
151,351
-5%
增持
DAL
DELTA AIR LINES INC DEL
+$170.3K
12,625
+38%
减持
AUTL
AUTOLUS THERAPEUTICS PLC
+$167.4K
43,000
-9%
减持
ITOT
ISHARES TR
-$166.5K
16,089
-19%
减持
DLHC
DLH HLDGS CORP
+$166.0K
42,700
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$165.8K
38,412
+6%
清仓
—
PSYCHEMEDICS CORP
-$161.6K
0
-100%
清仓
KEY
KEYCORP
-$161.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$155.3K
3,308
+1%
减持
BAC
BANK AMERICA CORP
+$154.7K
29,042
-3%
减持
SHOP
SHOPIFY INC
+$152.4K
8,975
-10%
增持
XHB
SPDR SER TR
+$152.2K
7,965
+0%
增持
RTX
RTX CORPORATION
+$151.2K
8,103
+10%
增持
ONDS
ONDAS HLDGS INC
+$149.1K
158,000
+4%
增持
TTD
THE TRADE DESK INC
+$147.0K
56,718
+13%
减持
CVS
CVS HEALTH CORP
+$146.9K
18,552
-2%
减持
V
VISA INC
+$144.5K
4,991
-1%
清仓
—
NEW YORK CMNTY BANCORP INC
-$113.4K
0
-100%
建仓
VTRS
VIATRIS INC
+$113.2K
10,455
减持
—
HAWAIIAN HOLDINGS INC
+$111.0K
14,500
-3%
减持
TGTX
TG THERAPEUTICS INC
+$109.5K
14,000
-10%
增持
ORCL
ORACLE CORP
+$108.8K
7,065
+18%
减持
IWV
ISHARES TR
-$105.9K
1,587
-28%
增持
OGN
ORGANON & CO
+$103.7K
46,477
+42%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$102.5K
10,300
增持
UNH
UNITEDHEALTH GROUP INC
+$92.7K
2,971
+2%
增持
ABBV
ABBVIE INC
+$92.5K
12,121
+1%
减持
WTRG
ESSENTIAL UTILS INC
-$89.3K
9,655
-26%
增持
HON
HONEYWELL INTL INC
+$81.1K
2,008
+9%
增持
LQD
ISHARES TR
+$76.9K
2,673
+25%
增持
LMT
LOCKHEED MARTIN CORP
+$76.6K
742
+17%
减持
VNQ
VANGUARD INDEX FDS
+$71.8K
7,133
-3%
增持
MS
MORGAN STANLEY
+$70.8K
5,756
+1%
增持
JNJ
JOHNSON & JOHNSON
+$69.1K
10,393
+4%
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$68.8K
5,776
-0%
增持
BND
VANGUARD BD INDEX FDS
+$68.0K
5,232
+15%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$67.3K
74,150
+1%
增持
—
BEYOND AIR INC
+$66.7K
444,000
+28%
减持
VXUS
VANGUARD STAR FDS
-$64.2K
6,571
-21%
增持
QYLD
GLOBAL X FDS
+$64.0K
77,267
+2%
增持
—
ACCENTURE PLC IRELAND
+$63.6K
758
+15%
减持
ABT
ABBOTT LABS
+$63.4K
6,736
-4%
减持
CAT
CATERPILLAR INC
+$62.1K
3,208
-1%
