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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 39
减持 75
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$7.7M
22,083
-11%
清仓
ADBE
ADOBE INC
-$6.3M
0
-100%
减持
—
AVADEL PHARMACEUTICALS PLC
+$4.1M
2,264,226
-6%
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。
清仓
MPC
MARATHON PETE CORP
-$3.5M
0
-100%
减持
AAPL
APPLE INC
-$3.1M
89,270
-7%
减持
AMZN
AMAZON COM INC
+$1.4M
60,773
-3%
减持
META
META PLATFORMS INC
+$1.1M
11,500
-10%
减持
TTD
THE TRADE DESK INC
+$852.4K
56,438
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$787.8K
11,186
-59%
减持
TSLA
TESLA INC
-$758.2K
5,156
-23%
减持
MSFT
MICROSOFT CORP
+$708.4K
20,267
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$707.3K
14,146
+16%
增持
UTG
REAVES UTIL INCOME FD
+$701.1K
63,639
+68%
增持
VTI
VANGUARD INDEX FDS
+$651.7K
26,638
+1%
减持
JPM
JPMORGAN CHASE & CO
+$601.8K
30,477
-6%
增持
PI
IMPINJ INC
+$594.8K
15,145
+1%
增持
NEE
NEXTERA ENERGY INC
+$524.9K
12,464
+179%
增持
BA
BOEING CO
-$495.2K
10,419
+8%
减持
URI
UNITED RENTALS INC
+$486.4K
3,390
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$478.0K
4,055
减持
SSUS
STRATEGY SHS
-$468.8K
14,239
-50%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$465.9K
1,819
-61%
增持
—
EXXON MOBIL CORP
+$463.4K
14,476
+19%
清仓
TSL
GRANITESHARES ETF TR
-$463.3K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$462.5K
3,700
减持
LLY
ELI LILLY & CO
+$446.0K
2,814
-6%
清仓
VLO
VALERO ENERGY CORP
-$427.1K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$399.7K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$367.7K
8,028
-41%
建仓
—
GENERAL ELECTRIC CO
+$366.2K
2,086
减持
GOOGL
ALPHABET INC
+$325.7K
35,542
-1%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$308.7K
0
-100%
增持
OGN
ORGANON & CO
+$303.7K
51,804
+11%
清仓
IYW
ISHARES TR
-$298.3K
0
-100%
减持
DDD
3-D SYS CORP DEL
-$295.4K
148,030
-1%
增持
AVGO
BROADCOM INC
+$292.1K
782
+17%
减持
DLHC
DLH HLDGS CORP
-$289.9K
28,833
-32%
建仓
IOT
SAMSARA INC
+$289.1K
7,650
增持
MODL
VICTORY PORTFOLIOS II
+$274.6K
13,460
+111%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$274.1K
5,181
-3%
增持
S
SENTINELONE INC
-$267.9K
85,850
+4%
清仓
GE
GENERAL ELECTRIC CO
-$266.9K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$258.1K
0
-100%
减持
EQL
ALPS ETF TR
-$255.5K
2,120
-54%
减持
ABBV
ABBVIE INC
+$253.7K
11,708
-3%
清仓
HFXI
INDEXIQ ETF TR
-$251.4K
0
-100%
清仓
—
HOLOGIC INC
-$250.1K
0
-100%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$249.1K
164,460
+2%
减持
PFE
PFIZER INC
-$245.1K
50,638
-12%
建仓
ITA
ISHARES TR
+$243.9K
1,849
清仓
—
TRANE TECHNOLOGIES PLC
-$238.8K
0
-100%
清仓
OEF
ISHARES TR
-$234.2K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$231.6K
9,587
-6%
增持
C
CITIGROUP INC
+$230.5K
8,200
+46%
增持
VUG
VANGUARD INDEX FDS
+$229.1K
5,720
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$228.5K
32,037
+6%
增持
CAT
CATERPILLAR INC
+$227.3K
3,209
+0%
减持
COST
COSTCO WHSL CORP NEW
-$225.4K
886
-33%
清仓
ROKU
ROKU INC
-$222.3K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$218.2K
2,353
清仓
PD
PAGERDUTY INC
-$213.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$212.7K
0
-100%
减持
FSLY
FASTLY INC
-$211.6K
33,681
-8%
减持
INDI
INDIE SEMICONDUCTOR INC
-$210.8K
166,100
-3%
清仓
TD
TORONTO DOMINION BK ONT
-$210.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$208.8K
500
建仓
IWB
ISHARES TR
+$208.2K
723
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$205.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$204.4K
0
-100%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$201.1K
3,514
建仓
PH
PARKER-HANNIFIN CORP
+$200.6K
361
建仓
AXP
AMERICAN EXPRESS CO
+$200.4K
880
增持
GIS
GENERAL MLS INC
+$193.4K
29,016
+3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$182.1K
21,432
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$180.5K
3,526
+19%
清仓
XNXJX
NUVEEN NEW JERSEY QULT MUN F
-$177.9K
0
-100%
减持
GOOG
ALPHABET INC
-$176.7K
7,250
-20%
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$175.5K
84,900
-2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$172.6K
34,815
+1%
减持
INTC
INTEL CORP
-$170.3K
21,816
-3%
增持
T
AT&T INC
+$164.1K
38,376
+26%
减持
AMAT
APPLIED MATLS INC
+$162.5K
3,790
-1%
增持
IJH
ISHARES TR
+$161.8K
25,255
+410%
减持
—
BEYOND AIR INC
-$158.6K
409,000
-8%
建仓
ALT
ALTIMMUNE INC
+$149.6K
14,700
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$149.6K
15,000
减持
SHOP
SHOPIFY INC
-$147.8K
7,145
-20%
增持
DIS
DISNEY WALT CO
+$145.5K
4,016
+5%
增持
QQQ
INVESCO QQQ TR
+$143.0K
3,682
+1%
减持
ORCL
ORACLE CORP
+$140.7K
7,050
-0%
减持
ITOT
ISHARES TR
+$139.0K
15,889
-1%
增持
—
ELASTIC N V
+$135.9K
13,335
+25%
减持
IEI
ISHARES TR
-$135.0K
2,785
-29%
减持
AMT
AMERICAN TOWER CORP NEW
-$134.3K
4,987
-4%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$133.4K
48,050
+4%
增持
JMIA
JUMIA TECHNOLOGIES AG
+$133.1K
77,110
+4%
减持
VOO
VANGUARD INDEX FDS
+$130.1K
3,277
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$129.3K
1,611
-33%
增持
XHB
SPDR SER TR
+$127.1K
7,966
+0%
减持
IJR
ISHARES TR
-$125.5K
6,969
-16%
减持
JNJ
JOHNSON & JOHNSON
-$119.3K
9,544
-8%
清仓
VTRS
VIATRIS INC
-$113.2K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$110.8K
1,596
-37%
减持
DVN
DEVON ENERGY CORP NEW
-$109.8K
12,804
-23%
减持
SBCF
SEACOAST BKG CORP FLA
-$107.9K
23,550
-5%
减持
MUB
ISHARES TR
-$107.8K
2,622
-27%
减持
PG
PROCTER AND GAMBLE CO
+$106.6K
9,580
-3%
增持
THW
ABRDN WORLD HEALTHCARE FUND
+$106.0K
66,450
+0%
减持
ONDS
ONDAS HLDGS INC
-$103.5K
142,500
-10%
减持
GLD
SPDR GOLD TR
-$103.1K
2,733
-21%
减持
XLE
SELECT SECTOR SPDR TR
+$102.9K
10,595
-1%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$102.5K
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$102.2K
12,745
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$98.5K
3,188
-29%
减持
STKL
SUNOPTA INC
+$98.3K
83,900
-4%
减持
DGRO
ISHARES TR
-$95.8K
10,810
-20%
减持
EXP
EAGLE MATLS INC
+$95.2K
5,650
-20%
增持
ENVX
ENOVIX CORPORATION
-$94.8K
147,200
+45%
减持
SPY
SPDR S&P 500 ETF TR
-$94.5K
1,694
-18%
减持
—
SCYNEXIS INC
-$93.7K
114,500
-3%
减持
WTRG
ESSENTIAL UTILS INC
-$93.0K
7,223
-25%
减持
XLC
SELECT SECTOR SPDR TR
-$92.2K
2,817
-36%
减持
—
PERSPECTIVE THERAPEUTICS INC
+$91.6K
117,500
-2%
减持
CVX
CHEVRON CORP NEW
-$88.4K
15,510
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$86.2K
37,989
-1%
减持
RTX
RTX CORPORATION
+$84.6K
7,858
-3%
减持
V
VISA INC
+$79.3K
4,940
-1%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$78.6K
19,820
-27%
减持
HON
HONEYWELL INTL INC
-$77.3K
1,675
-17%
减持
ARKK
ARK ETF TR
-$75.4K
14,850
-5%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$75.3K
62,697
+0%
减持
VBK
VANGUARD INDEX FDS
-$68.5K
887
-28%
增持
STXS
STEREOTAXIS INC
+$66.3K
72,060
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$66.0K
41,988
-7%
增持
WMT
WALMART INC
+$63.6K
14,163
+183%
增持
VGT
VANGUARD WORLD FD
+$62.2K
941
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$58.6K
3,621
+7%
减持
MRK
MERCK & CO INC
+$56.3K
12,900
-15%
增持
CMI
CUMMINS INC
+$55.7K
1,011
+0%
减持
PCYO
PURE CYCLE CORP
-$55.1K
40,600
-4%
增持
IBRX
IMMUNITYBIO INC
+$53.0K
65,500
+10%
减持
PFF
ISHARES TR
-$51.9K
15,034
-13%
减持
IXUS
ISHARES TR
-$50.7K
11,179
-10%
减持
—
ACCENTURE PLC IRELAND
-$49.4K
625
-18%
增持
MO
ALTRIA GROUP INC
+$47.6K
11,750
+2%
减持
FSK
FS KKR CAP CORP
-$46.1K
36,800
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$44.9K
8,771
-20%
清仓
—
BOWFLEX INC
-$43.9K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$43.2K
1,321
-4%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$42.2K
5,777
+0%
