小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 62
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$2.7M
200,317
-9%
减持
—
AVADEL PHARMACEUTICALS PLC
-$2.6M
2,233,771
-2%
减持
AAPL
APPLE INC
+$1.7M
90,612
-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
ENVX
ENOVIX CORPORATION
-$1.2M
245,501
+7%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
29,090
+11%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.0M
160,025
+0%
增持
AVGO
BROADCOM INC
+$988.8K
13,062
+1560%
减持
PI
IMPINJ INC
+$898.6K
15,105
-0%
增持
META
META PLATFORMS INC
+$839.8K
11,645
+1%
减持
GOOGL
ALPHABET INC
-$836.8K
33,780
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$829.1K
14,711
+5%
增持
MU
MICRON TECHNOLOGY INC
+$741.0K
14,355
+153%
增持
TTD
THE TRADE DESK INC
+$735.6K
57,938
+1%
减持
BX
BLACKSTONE INC
+$718.5K
24,981
-0%
清仓
INTC
INTEL CORP
-$652.2K
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC
-$627.5K
106,700
-37%
增持
URI
UNITED RENTALS INC
+$621.0K
3,595
+2%
增持
TSLA
TESLA INC
+$618.3K
6,890
+15%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$532.9K
17,500
减持
MSFT
MICROSOFT CORP
-$464.5K
19,628
-2%
建仓
VST
VISTRA CORP
+$438.6K
3,700
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$434.5K
28,700
-54%
建仓
CEG
CONSTELLATION ENERGY CORP
+$424.0K
1,631
增持
UTG
REAVES UTIL INCOME FD
+$413.5K
69,596
+2%
减持
GOOG
ALPHABET INC
-$390.0K
5,446
-23%
建仓
DELL
DELL TECHNOLOGIES INC
+$368.1K
3,105
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$359.1K
93,200
+5%
增持
LNG
CHENIERE ENERGY INC
+$354.7K
4,649
+69%
增持
VXUS
VANGUARD STAR FDS
+$354.4K
12,190
+69%
建仓
HUMA
HUMACYTE INC
+$349.2K
64,200
减持
PBI
PITNEY BOWES INC
+$341.6K
171,508
-1%
增持
AMZN
AMAZON COM INC
-$336.3K
61,165
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$333.4K
5,308
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$333.2K
4,426
-0%
减持
ABBV
ABBVIE INC
+$330.1K
12,859
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$326.3K
15,077
+38%
增持
BA
BOEING CO
-$302.7K
11,172
+2%
减持
MRK
MERCK & CO INC
-$292.7K
11,300
-11%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$290.6K
50,900
+0%
减持
LLY
ELI LILLY & CO
-$280.8K
2,484
-9%
减持
GIS
GENERAL MLS INC
+$269.0K
28,095
-2%
减持
FSK
FS KKR CAP CORP
-$268.5K
23,540
-37%
增持
BND
VANGUARD BD INDEX FDS
+$259.7K
9,741
+49%
减持
JPM
JPMORGAN CHASE & CO.
+$256.7K
30,750
-0%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$254.7K
10,725
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$242.6K
2,897
建仓
—
ASML HOLDING N V
+$239.2K
287
清仓
DE
DEERE & CO
-$239.1K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$238.8K
3,848
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$237.9K
40,253
+6%
增持
DDD
3-D SYS CORP DEL
+$237.0K
329,820
+45%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$223.7K
34,400
+15%
增持
NEE
NEXTERA ENERGY INC
+$221.4K
14,584
+2%
建仓
UBER
UBER TECHNOLOGIES INC
+$220.0K
2,927
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$219.1K
15,520
-24%
增持
IBRX
IMMUNITYBIO INC
-$216.3K
90,500
+3%
建仓
SDY
SPDR SER TR
+$214.5K
1,510
清仓
—
ASTRAZENECA PLC
-$212.5K
0
-100%
减持
S
SENTINELONE INC
+$209.7K
75,250
-0%
建仓
CSM
PROSHARES TR
+$209.4K
3,203
建仓
CSCO
CISCO SYS INC
+$207.9K
3,906
清仓
FCX
FREEPORT-MCMORAN INC
-$206.8K
0
-100%
建仓
SHOP
SHOPIFY INC
+$206.4K
2,575
建仓
TD
TORONTO DOMINION BK ONT
+$206.1K
3,258
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$205.8K
2,013
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$205.8K
1,840
清仓
DUK
DUKE ENERGY CORP NEW
-$203.7K
0
-100%
减持
DLHC
DLH HLDGS CORP
-$187.5K
12,500
-57%
减持
GNRC
GENERAC HLDGS INC
+$182.1K
8,069
-3%
减持
CVX
CHEVRON CORP NEW
-$178.1K
15,296
-2%
增持
—
ELASTIC N V
-$168.7K
22,970
+35%
增持
NVO
NOVO-NORDISK A S
-$165.8K
7,085
+0%
减持
ARKK
ARK ETF TR
-$165.5K
7,175
-38%
增持
XHB
SPDR SER TR
+$155.8K
6,094
+2%
清仓
—
HAWAIIAN HOLDINGS INC
-$155.4K
0
-100%
减持
CAT
CATERPILLAR INC
+$151.7K
2,696
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$149.3K
34,630
-0%
减持
ORCL
ORACLE CORP
+$142.6K
6,575
-5%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$140.0K
11,268
-54%
减持
AMAT
APPLIED MATLS INC
-$136.7K
3,750
-1%
减持
HD
HOME DEPOT INC
+$135.3K
2,453
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$134.1K
41,155
-1%
增持
SBCF
SEACOAST BKG CORP FLA
+$133.6K
25,550
+10%
减持
WMT
WALMART INC
+$131.0K
13,993
-5%
减持
AMT
AMERICAN TOWER CORP NEW
+$120.5K
4,604
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$106.1K
8,597
+25%
增持
MANH
MANHATTAN ASSOCIATES INC
+$100.8K
1,305
+21%
增持
VOO
VANGUARD INDEX FDS
+$100.6K
3,315
+1%
增持
IJR
ISHARES TR
+$100.5K
6,648
+5%
清仓
VVR
INVESCO SR INCOME TR
-$100.3K
0
-100%
增持
GE
GE AEROSPACE
+$97.8K
2,298
+9%
增持
PG
PROCTER AND GAMBLE CO
+$92.7K
9,200
+1%
增持
FSLY
FASTLY INC
+$85.8K
23,651
+87%
增持
SPY
SPDR S&P 500 ETF TR
+$82.7K
1,509
+5%
增持
QQQ
INVESCO QQQ TR
+$78.6K
2,625
+5%
增持
XLP
SELECT SECTOR SPDR TR
+$77.7K
7,873
+5%
增持
VUG
VANGUARD INDEX FDS
+$77.3K
5,948
+1%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$77.2K
17,256
-6%
增持
MO
ALTRIA GROUP INC
+$76.9K
12,350
+2%
减持
JNJ
JOHNSON & JOHNSON
+$76.7K
8,764
-5%
增持
DVN
DEVON ENERGY CORP NEW
+$73.2K
10,673
+47%
减持
—
SCYNEXIS INC
-$71.0K
102,000
-9%
增持
DAL
DELTA AIR LINES INC DEL
+$68.1K
13,245
+4%
增持
VGT
VANGUARD WORLD FD
+$67.9K
1,033
+11%
减持
VRT
VERTIV HOLDINGS CO
+$64.3K
6,650
-4%
清仓
ICCC
IMMUCELL CORP
-$62.6K
0
-100%
增持
GLD
SPDR GOLD TR
+$61.8K
2,013
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$60.3K
4,204
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$58.7K
1,973
+8%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$57.5K
3,482
+14%
增持
SCHD
SCHWAB STRATEGIC TR
+$57.4K
4,791
+7%
减持
T
AT&T INC
+$57.3K
22,462
-2%
增持
—
CHUBB LIMITED
+$55.9K
1,370
+3%
减持
XRNPX
COHEN & STEERS REIT & PFD &
+$49.7K
16,300
-1%
减持
C
CITIGROUP INC
-$48.9K
8,850
-7%
减持
—
BEYOND AIR INC
-$48.5K
229,800
-10%
增持
OGN
ORGANON & CO
-$47.5K
51,418
+3%
减持
TGTX
TG THERAPEUTICS INC
+$45.6K
14,500
-12%
增持
HSY
HERSHEY CO
+$45.6K
2,267
+7%
减持
IXUS
ISHARES TR
-$45.5K
8,345
-13%
减持
DGRO
ISHARES TR
+$45.3K
8,978
-0%
建仓
—
VIRTUS CONVERTIBLE & INC FD
+$44.2K
14,200
增持
ONDS
ONDAS HLDGS INC
+$39.1K
168,500
+8%
减持
PCYO
PURE CYCLE CORP
+$38.1K
39,850
-3%
减持
ABT
ABBOTT LABS
+$37.0K
6,374
-4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$35.6K
2,845
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$35.4K
1,146
-12%
减持
ALT
ALTIMMUNE INC
-$34.5K
35,050
-7%
增持
SCHG
SCHWAB STRATEGIC TR
+$33.6K
3,257
+7%
增持
ITA
ISHARES TR
+$33.4K
1,821
+1%
清仓
—
SEELOS THERAPEUTICS INC
-$32.1K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$29.7K
1,538
+1%
减持
DHR
DANAHER CORPORATION
+$29.6K
1,403
-3%
减持
EXP
EAGLE MATLS INC
-$29.2K
4,900
-26%
增持
AMD
ADVANCED MICRO DEVICES INC
+$28.2K
9,419
+1%
增持
AMGN
AMGEN INC
+$26.7K
2,710
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$26.7K
1,055
+7%
增持
STXS
STEREOTAXIS INC
+$26.1K
77,060
+7%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$25.8K
14,753
-4%
减持
ITOT
ISHARES TR
+$25.5K
15,096
-4%
减持
—
GLOBAL E ONLINE LTD
+$23.9K
14,350
-1%
增持
CRM
SALESFORCE INC
+$22.1K
865
+4%
减持
QYLD
GLOBAL X FDS
+$21.7K
71,079
-0%
减持
ZTS
ZOETIS INC
+$20.5K
1,720
-5%
减持
—
EXXON MOBIL CORP
-$19.8K
13,811
-3%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$19.5K
53,254
-2%
减持
CSX
CSX CORP
-$19.5K
7,810
-10%
减持
PFE
PFIZER INC
-$19.1K
66,122
-4%
增持
EDOW
FIRST TR EXCHANGE-TRADED FD
+$19.0K
7,582
+0%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$18.7K
41,180
-4%
