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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 44
减持 76
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
—
AVADEL PHARMACEUTICALS PLC
-$4.7M
2,344,130
+5%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
195,151
-3%
减持
AMZN
AMAZON COM INC
+$1.9M
60,497
-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。
减持
PI
IMPINJ INC
-$1.6M
11,545
-24%
增持
AVGO
BROADCOM INC
+$1.1M
14,499
+11%
增持
—
ELASTIC N V
+$1.1M
28,800
+25%
减持
AMD
ADVANCED MICRO DEVICES INC
-$905.4K
5,299
-44%
减持
EXP
EAGLE MATLS INC
-$891.3K
2,100
-57%
减持
TSLA
TESLA INC
+$891.0K
6,670
-3%
减持
AAPL
APPLE INC
+$888.1K
87,855
-3%
清仓
NVO
NOVO-NORDISK A S
-$843.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$839.6K
30,551
-1%
减持
LLY
ELI LILLY & CO
-$673.8K
1,977
-20%
清仓
ARM
ARM HOLDINGS PLC
-$600.6K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$583.4K
7,714
增持
DVN
DEVON ENERGY CORP NEW
+$578.5K
30,432
+185%
减持
ABBV
ABBVIE INC
-$487.5K
11,547
-10%
增持
TTD
THE TRADE DESK INC
+$470.7K
58,058
+0%
减持
MSFT
MICROSOFT CORP
-$467.0K
18,930
-4%
增持
ONDS
ONDAS HLDGS INC
+$402.3K
207,900
+23%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$399.5K
7,530
减持
VZ
VERIZON COMMUNICATIONS INC
-$398.8K
36,245
-12%
减持
GOOGL
ALPHABET INC
+$388.7K
31,649
-6%
减持
PFE
PFIZER INC
-$388.4K
57,488
-13%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$386.6K
3,500
减持
URI
UNITED RENTALS INC
-$385.6K
3,585
-0%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$383.0K
49,100
-4%
减持
BX
BLACKSTONE INC
+$371.9K
24,343
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$364.1K
4,396
-1%
建仓
SLB
SCHLUMBERGER LTD
+$360.4K
9,400
建仓
SOUN
SOUNDHOUND AI INC
+$357.1K
18,000
减持
GIS
GENERAL MLS INC
-$352.2K
27,013
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$341.3K
13,242
-10%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$325.5K
39,289
+14%
清仓
MUB
ISHARES TR
-$323.2K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$290.3K
13,146
-10%
减持
INDI
INDIE SEMICONDUCTOR INC
-$284.8K
34,800
-67%
建仓
SLV
ISHARES SILVER TR
+$284.1K
10,789
减持
AMT
AMERICAN TOWER CORP NEW
-$281.2K
4,304
-7%
建仓
SUB
ISHARES TR
+$280.8K
2,662
增持
—
GLOBAL E ONLINE LTD
+$278.6K
15,225
+6%
减持
DDOG
DATADOG INC
+$275.6K
10,110
-0%
建仓
SHY
ISHARES TR
+$271.4K
3,310
清仓
IEI
ISHARES TR
-$271.0K
0
-100%
增持
HUMA
HUMACYTE INC
+$263.8K
121,400
+89%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$260.6K
10,402
-33%
减持
ENVX
ENOVIX CORPORATION
+$256.0K
234,501
-4%
增持
VST
VISTRA CORP
+$255.6K
5,035
+36%
清仓
STZ
CONSTELLATION BRANDS INC
-$239.9K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$238.8K
0
-100%
清仓
CI
THE CIGNA GROUP
-$238.7K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$229.6K
2,815
建仓
ALAI
THE ALGER ETF TRUST
+$223.8K
8,531
清仓
UBER
UBER TECHNOLOGIES INC
-$220.0K
0
-100%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$217.1K
65,200
-30%
减持
MRK
MERCK & CO INC
-$214.9K
10,739
-5%
减持
—
EXXON MOBIL CORP
-$214.5K
13,056
-5%
清仓
SDY
SPDR SER TR
-$214.5K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$214.4K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$213.3K
0
-100%
减持
DLB
DOLBY LABORATORIES INC
-$208.8K
3,500
-44%
清仓
CSCO
CISCO SYS INC
-$207.9K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$206.1K
0
-100%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$205.8K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$205.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$205.4K
8,401
-4%
减持
S
SENTINELONE INC
-$203.8K
71,900
-4%
增持
LNG
CHENIERE ENERGY INC
+$192.0K
4,784
+3%
建仓
QXO
QXO INC
+$190.8K
12,000
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$188.6K
18,000
+68%
减持
VTI
VANGUARD INDEX FDS
+$188.2K
29,071
-0%
增持
META
META PLATFORMS INC
+$174.5K
11,683
+0%
清仓
BYRN
BYRNA TECHNOLOGIES INC
-$169.7K
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$169.2K
155,875
-3%
减持
CVS
CVS HEALTH CORP
-$169.0K
6,166
-13%
建仓
XFRAX
BLACKROCK FLOATING RATE INCO
+$165.8K
12,061
增持
AMGN
AMGEN INC
-$164.5K
2,719
+0%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$164.1K
46,500
减持
JMIA
JUMIA TECHNOLOGIES AG
-$162.4K
105,760
-0%
增持
VUG
VANGUARD INDEX FDS
+$161.8K
5,958
+0%
减持
RTX
RTX CORPORATION
-$159.0K
5,523
-16%
减持
HSY
HERSHEY CO
-$156.7K
1,642
-28%
减持
XHB
SPDR SER TR
-$150.8K
5,821
-4%
减持
IBRX
IMMUNITYBIO INC
-$148.0K
73,700
-19%
减持
MCD
MCDONALDS CORP
-$147.8K
885
-33%
增持
MU
MICRON TECHNOLOGY INC
+$143.6K
19,396
+35%
增持
VRT
VERTIV HOLDINGS CO
+$139.3K
7,050
+6%
增持
XLF
SELECT SECTOR SPDR TR
+$137.3K
10,902
+27%
减持
GNRC
GENERAC HLDGS INC
-$137.1K
7,384
-8%
减持
VXUS
VANGUARD STAR FDS
-$128.3K
11,215
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$120.7K
607
-15%
减持
MS
MORGAN STANLEY
+$119.3K
5,675
-0%
清仓
DLHC
DLH HLDGS CORP
-$117.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$110.0K
1,220
-13%
增持
OGN
ORGANON & CO
-$109.7K
58,578
+14%
减持
CMCSA
COMCAST CORP NEW
-$105.4K
15,285
-6%
减持
IOT
SAMSARA INC
-$103.5K
9,250
-12%
增持
QQQ
INVESCO QQQ TR
+$101.7K
2,705
+3%
减持
ORCL
ORACLE CORP
-$97.3K
6,139
-7%
减持
DDD
3-D SYS CORP DEL
+$97.2K
315,200
-4%
减持
GOOG
ALPHABET INC
+$94.0K
5,275
-3%
减持
PEP
PEPSICO INC
-$93.4K
3,094
-7%
增持
FSLY
FASTLY INC
+$91.4K
28,651
+21%
减持
BND
VANGUARD BD INDEX FDS
-$91.0K
8,909
-9%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$90.2K
26,400
-8%
增持
NFLX
NETFLIX INC
+$90.0K
475
+1%
减持
PG
PROCTER AND GAMBLE CO
-$87.0K
8,986
-2%
减持
AUTL
AUTOLUS THERAPEUTICS PLC
-$84.5K
42,800
-16%
减持
UTG
REAVES UTIL INCOME FD
-$82.0K
69,468
-0%
增持
DIS
DISNEY WALT CO
+$78.9K
4,002
+5%
减持
V
VISA INC
+$78.5K
3,416
-6%
增持
C
CITIGROUP INC
+$76.0K
8,950
+1%
增持
CRM
SALESFORCE INC
+$74.2K
930
+8%
增持
TSCO
TRACTOR SUPPLY CO
-$72.2K
5,575
+341%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$71.0K
3,907
+35%
减持
COST
COSTCO WHSL CORP NEW
-$64.6K
836
-11%
减持
ZTS
ZOETIS INC
-$64.5K
1,667
-3%
增持
—
ASML HOLDING N V
+$62.4K
435
+52%
减持
SBCF
SEACOAST BKG CORP FLA
-$61.5K
22,500
-12%
增持
SCHG
SCHWAB STRATEGIC TR
+$60.0K
14,328
+340%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$59.9K
14,852
-1%
增持
IVV
ISHARES TR
+$59.5K
4,431
+0%
减持
IXUS
ISHARES TR
-$56.7K
8,306
-0%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
-$55.7K
38,000
+187%
减持
GE
GE AEROSPACE
-$54.2K
2,274
-1%
增持
FSK
FS KKR CAP CORP
+$53.8K
23,860
+1%
增持
ET
ENERGY TRANSFER L P
+$53.7K
13,814
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$51.7K
1,389
-8%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$51.3K
22,402
+0%
减持
TJX
TJX COS INC NEW
-$50.4K
2,837
-15%
增持
VNQ
VANGUARD INDEX FDS
-$50.3K
6,960
+1%
减持
BGR
BLACKROCK ENERGY & RES TR
-$49.9K
18,000
-16%
增持
ITOT
ISHARES TR
+$47.9K
15,116
+0%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$47.1K
4,229
-3%
减持
PBI
PITNEY BOWES INC
-$46.0K
162,544
-5%
增持
GLD
SPDR GOLD TR
+$45.3K
2,208
+10%
增持
FBCG
FIDELITY COVINGTON TRUST
+$44.7K
9,011
+4%
减持
—
CHUBB LIMITED
-$44.1K
1,271
-7%
减持
WMT
WALMART INC
+$43.6K
12,989
-7%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$43.6K
3,907
+12%
减持
DAL
DELTA AIR LINES INC DEL
+$42.7K
11,825
-11%
增持
ITA
ISHARES TR
+$41.0K
2,157
+18%
减持
DGRO
ISHARES TR
-$39.5K
8,531
-5%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$39.5K
17,002
-3%
增持
STXS
STEREOTAXIS INC
+$39.0K
86,060
+12%
减持
—
SCYNEXIS INC
-$38.2K
94,000
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.2K
5,305
-0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$35.9K
54,590
+3%
增持
CVX
CHEVRON CORP NEW
-$34.4K
15,315
+0%
增持
DELL
DELL TECHNOLOGIES INC
+$34.1K
3,490
+12%
