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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 44
减持 69
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
AVADEL PHARMACEUTICALS PLC
-$38.2M
0
-100%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$31.9M
2,267,855
增持
NVDA
NVIDIA CORPORATION
+$7.1M
219,028
+892%
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
+$4.1M
91,951
+3%
增持
ENVX
ENOVIX CORPORATION
+$2.4M
229,001
+56%
建仓
DDOG
DATADOG INC
+$1.3M
10,160
减持
GOOGL
ALPHABET INC
+$1.1M
35,351
-1%
减持
CVS
CVS HEALTH CORP
-$991.4K
7,446
-59%
减持
AMZN
AMAZON COM INC
+$771.0K
60,715
-0%
增持
TTD
THE TRADE DESK INC
+$683.5K
57,513
+2%
建仓
VRT
VERTIV HOLDINGS CO
+$597.3K
6,900
增持
—
ELASTIC N V
+$595.2K
16,960
+27%
减持
—
BEYOND AIR INC
-$574.0K
256,300
-37%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$555.6K
159,600
-3%
清仓
SHOP
SHOPIFY INC
-$551.4K
0
-100%
增持
PFE
PFIZER INC
+$527.5K
69,074
+36%
增持
UNH
UNITEDHEALTH GROUP INC
+$510.1K
4,427
+26%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$509.6K
0
-100%
减持
IVV
ISHARES TR
-$463.3K
4,419
-19%
减持
QQQ
INVESCO QQQ TR
-$432.3K
2,510
-32%
减持
PI
IMPINJ INC
+$427.2K
15,130
-0%
减持
S
SENTINELONE INC
-$410.8K
75,550
-12%
减持
V
VISA INC
-$391.5K
3,761
-24%
建仓
HSY
HERSHEY CO
+$389.2K
2,117
减持
MSFT
MICROSOFT CORP
+$383.5K
19,936
-2%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$369.2K
8,700
清仓
—
GENERAL ELECTRIC CO
-$366.2K
0
-100%
减持
FSLY
FASTLY INC
-$343.6K
12,651
-62%
建仓
GE
GE AEROSPACE
+$335.6K
2,111
建仓
PANW
PALO ALTO NETWORKS INC
+$334.0K
985
减持
INTC
INTEL CORP
-$311.4K
21,058
-3%
减持
DVN
DEVON ENERGY CORP NEW
-$298.2K
7,265
-43%
减持
LLY
ELI LILLY & CO
+$291.8K
2,740
-3%
减持
BX
BLACKSTONE INC
-$286.5K
25,096
-3%
清仓
SVAL
ISHARES TR
-$286.3K
0
-100%
减持
XHB
SPDR SER TR
-$285.7K
5,968
-25%
减持
SSUS
STRATEGY SHS
-$284.6K
6,654
-53%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$278.1K
14,011
-1%
增持
TSLA
TESLA INC
+$277.9K
5,985
+16%
清仓
—
SEELOS THERAPEUTICS INC
-$275.8K
0
-100%
减持
CAT
CATERPILLAR INC
-$273.2K
2,710
-16%
增持
MU
MICRON TECHNOLOGY INC
+$269.7K
5,685
+40%
清仓
WTRG
ESSENTIAL UTILS INC
-$267.6K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$266.9K
0
-100%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$266.4K
1,080
清仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$259.8K
0
-100%
清仓
EQL
ALPS ETF TR
-$250.1K
0
-100%
减持
PFF
ISHARES TR
-$242.8K
7,661
-49%
增持
META
META PLATFORMS INC
+$242.1K
11,555
+0%
减持
T
AT&T INC
-$238.5K
22,861
-40%
增持
VUG
VANGUARD INDEX FDS
+$237.5K
5,899
+3%
减持
ARKK
ARK ETF TR
-$237.2K
11,525
-22%
增持
PBI
PITNEY BOWES INC
+$236.4K
173,468
+16%
清仓
XLV
SELECT SECTOR SPDR TR
-$235.8K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$232.6K
0
-100%
增持
—
GLOBAL E ONLINE LTD
+$231.5K
14,550
+79%
清仓
VBK
VANGUARD INDEX FDS
-$231.3K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$230.0K
0
-100%
增持
AVGO
BROADCOM INC
+$227.3K
787
+1%
增持
ARM
ARM HOLDINGS PLC
+$224.7K
4,200
+14%
减持
GIS
GENERAL MLS INC
-$224.4K
28,546
-2%
清仓
—
DEUTSCHE BANK A G
-$223.9K
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$221.2K
270
清仓
—
ACCENTURE PLC IRELAND
-$216.6K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$214.7K
14,282
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$213.0K
9,354
-2%
清仓
CSCO
CISCO SYS INC
-$212.6K
0
-100%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$212.6K
0
-100%
建仓
—
ASTRAZENECA PLC
+$212.5K
2,725
建仓
CL
COLGATE PALMOLIVE CO
+$210.3K
2,167
建仓
FCX
FREEPORT-MCMORAN INC
+$206.8K
4,254
建仓
DUK
DUKE ENERGY CORP NEW
+$203.7K
2,032
增持
IBRX
IMMUNITYBIO INC
+$201.3K
87,500
+34%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$201.1K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$200.6K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$200.4K
0
-100%
减持
GOOG
ALPHABET INC
+$196.6K
7,090
-2%
增持
COST
COSTCO WHSL CORP NEW
+$175.4K
970
+9%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$173.0K
17,350
增持
JMIA
JUMIA TECHNOLOGIES AG
+$169.0K
80,310
+4%
减持
JNJ
JOHNSON & JOHNSON
-$166.1K
9,193
-4%
增持
URI
UNITED RENTALS INC
-$154.5K
3,541
+4%
增持
UTG
REAVES UTIL INCOME FD
+$154.2K
68,445
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$152.8K
10,927
-2%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$149.6K
0
-100%
增持
WMT
WALMART INC
+$146.7K
14,753
+4%
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$139.8K
0
-100%
减持
HD
HOME DEPOT INC
-$137.0K
2,495
-4%
减持
STKL
SUNOPTA INC
-$135.2K
81,700
-3%
减持
GLD
SPDR GOLD TR
-$134.8K
1,988
-27%
减持
DIS
DISNEY WALT CO
-$127.8K
3,662
-9%
减持
MRK
MERCK & CO INC
-$126.2K
12,730
-1%
增持
INDI
INDIE SEMICONDUCTOR INC
-$122.8K
170,700
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$122.6K
30,788
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$120.1K
9,656
-9%
减持
VTI
VANGUARD INDEX FDS
+$114.4K
26,308
-1%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$112.2K
4,777
-17%
减持
DGRO
ISHARES TR
-$110.1K
8,983
-17%
减持
IXUS
ISHARES TR
-$107.0K
9,645
-14%
减持
CMCSA
COMCAST CORP NEW
-$105.8K
17,731
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$103.2K
1,439
-15%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$102.4K
18,290
-15%
增持
ALT
ALTIMMUNE INC
+$100.1K
37,550
+155%
增持
EXP
EAGLE MATLS INC
-$96.7K
6,616
+17%
减持
IJR
ISHARES TR
-$93.1K
6,348
-9%
减持
ORCL
ORACLE CORP
+$92.3K
6,925
-2%
增持
AUTL
AUTOLUS THERAPEUTICS PLC
-$91.1K
49,000
+20%
减持
QYLD
GLOBAL X FDS
-$89.9K
71,337
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$87.6K
3,032
+29%
减持
XLF
SELECT SECTOR SPDR TR
-$85.9K
6,897
-21%
减持
XLP
SELECT SECTOR SPDR TR
-$84.9K
7,518
-13%
增持
C
CITIGROUP INC
+$84.3K
9,500
+16%
增持
ABBV
ABBVIE INC
+$77.3K
12,881
+10%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$77.0K
54,137
-14%
增持
AMGN
AMGEN INC
+$76.4K
2,709
+0%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$76.2K
2,945
-15%
减持
ABT
ABBOTT LABS
-$76.0K
6,637
-1%
减持
DE
DEERE & CO
-$75.1K
640
-16%
增持
VOO
VANGUARD INDEX FDS
+$73.7K
3,297
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$71.7K
30,017
-6%
增持
DOCN
DIGITALOCEAN HLDGS INC
-$69.2K
50,800
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$69.0K
5,186
+0%
减持
ZTS
ZOETIS INC
-$68.1K
1,820
-20%
增持
TJX
TJX COS INC NEW
+$67.5K
3,595
+11%
增持
IOT
SAMSARA INC
+$66.4K
10,550
+38%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$63.8K
62,100
-7%
减持
IEI
ISHARES TR
-$60.9K
2,266
-19%
减持
OGN
ORGANON & CO
+$57.2K
49,811
-4%
增持
BND
VANGUARD BD INDEX FDS
+$55.8K
6,551
+14%
减持
—
SCYNEXIS INC
+$54.7K
111,500
-3%
减持
VPU
VANGUARD WORLD FD
-$54.6K
2,404
-16%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$54.4K
34,724
-0%
减持
PG
PROCTER AND GAMBLE CO
-$53.6K
9,100
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$50.9K
4,470
+21%
减持
SBCF
SEACOAST BKG CORP FLA
-$50.7K
23,150
-2%
增持
ET
ENERGY TRANSFER L P
+$50.7K
13,514
+26%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$48.1K
20,520
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.7K
41,565
-1%
增持
ONDS
ONDAS HLDGS INC
-$47.5K
156,500
+10%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$47.1K
7,581
-13%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$46.2K
24,294
+23%
减持
—
HYDROFARM HLDGS GROUP INC
-$45.1K
39,500
-41%
减持
VGT
VANGUARD WORLD FD
+$44.6K
933
-1%
减持
—
EXXON MOBIL CORP
-$44.0K
14,235
-2%
减持
CRM
SALESFORCE INC
-$42.8K
835
-2%
增持
DDD
3-D SYS CORP DEL
+$42.4K
227,900
+54%
减持
HMC
HONDA MOTOR LTD
-$41.7K
6,874
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$41.4K
1,300
-19%
增持
MO
ALTRIA GROUP INC
+$40.9K
12,150
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.6K
4,036
+11%
