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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 38
减持 80
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$6.6M
181,359
-7%
增持
—
AVADEL PHARMACEUTICALS PLC
-$6.1M
2,369,122
+1%
增持
TTD
THE TRADE DESK INC
-$3.3M
64,742
+12%
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
AAPL
APPLE INC
-$2.9M
86,018
-2%
减持
AMZN
AMAZON COM INC
-$2.1M
58,831
-3%
清仓
GIS
GENERAL MLS INC
-$1.7M
0
-100%
清仓
PI
IMPINJ INC
-$1.7M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.4M
29,701
-6%
减持
MSFT
MICROSOFT CORP
-$1.3M
17,698
-7%
减持
AVGO
BROADCOM INC
-$985.3K
14,192
-2%
增持
TSLA
TESLA INC
-$876.9K
7,010
+5%
减持
ENVX
ENOVIX CORPORATION
-$845.4K
232,101
-1%
减持
BX
BLACKSTONE INC
-$807.3K
24,251
-0%
增持
NFLX
NETFLIX INC
+$802.9K
1,315
+177%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$787.1K
28,183
-32%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$757.6K
170,550
+9%
建仓
SMR
NUSCALE PWR CORP
+$682.5K
48,200
清仓
AMD
ADVANCED MICRO DEVICES INC
-$640.1K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$609.9K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$592.7K
31,334
-20%
清仓
CMCSA
COMCAST CORP NEW
-$573.6K
0
-100%
减持
S
SENTINELONE INC
-$473.6K
61,750
-14%
清仓
PEP
PEPSICO INC
-$470.4K
0
-100%
减持
HUMA
HUMACYTE INC
-$448.4K
96,567
-20%
减持
VTI
VANGUARD INDEX FDS
-$445.0K
29,036
-0%
增持
DDOG
DATADOG INC
-$437.5K
10,152
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$407.4K
5,280
-0%
清仓
IOT
SAMSARA INC
-$404.1K
0
-100%
减持
DDD
3-D SYS CORP DEL
-$399.6K
299,200
-5%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$386.6K
0
-100%
减持
ORCL
ORACLE CORP
-$382.8K
4,579
-25%
清仓
PANW
PALO ALTO NETWORKS INC
-$381.4K
0
-100%
减持
PBI
PITNEY BOWES INC
-$363.2K
89,901
-45%
增持
DVN
DEVON ENERGY CORP NEW
+$361.8K
36,307
+19%
清仓
SOUN
SOUNDHOUND AI INC
-$357.1K
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$352.7K
0
-100%
清仓
CMI
CUMMINS INC
-$352.3K
0
-100%
建仓
GEV
GE VERNOVA INC
+$347.1K
1,137
增持
C
CITIGROUP INC
+$335.5K
13,600
+52%
减持
CVX
CHEVRON CORP NEW
+$334.6K
15,260
-0%
减持
STKL
SUNOPTA INC
-$332.5K
20,000
-64%
减持
ONDS
ONDAS HLDGS INC
-$316.2K
201,900
-3%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$302.5K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$302.5K
6,300
减持
EXP
EAGLE MATLS INC
-$296.0K
1,001
-52%
减持
—
ELASTIC N V
-$289.8K
28,773
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$287.1K
2,308
-46%
清仓
AIG
AMERICAN INTL GROUP INC
-$283.9K
0
-100%
增持
—
GLOBAL E ONLINE LTD
-$283.9K
15,325
+1%
清仓
HSY
HERSHEY CO
-$278.1K
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$273.4K
0
-100%
建仓
DXCM
DEXCOM INC
+$273.2K
4,000
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$255.9K
59,600
-9%
增持
URI
UNITED RENTALS INC
-$244.2K
3,640
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$244.1K
17,776
+20%
减持
DAL
DELTA AIR LINES INC DEL
-$243.4K
10,825
-8%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$238.4K
0
-100%
建仓
CI
THE CIGNA GROUP
+$226.7K
689
清仓
XLK
SELECT SECTOR SPDR TR
-$224.8K
0
-100%
清仓
ALAI
THE ALGER ETF TRUST
-$223.8K
0
-100%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$223.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$221.6K
5,997
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$219.7K
4,309
-44%
增持
VRT
VERTIV HOLDINGS CO
-$212.5K
8,150
+16%
减持
GOOG
ALPHABET INC
-$210.8K
5,081
-4%
建仓
SDY
SPDR SER TR
+$204.9K
1,510
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$203.5K
1,645
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$201.2K
2,025
减持
QYLD
GLOBAL X FDS
-$188.9K
67,201
-6%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$185.7K
101,560
-4%
建仓
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$180.1K
15,300
增持
NEE
NEXTERA ENERGY INC
+$176.2K
15,780
+20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$174.3K
5,968
+53%
增持
META
META PLATFORMS INC
+$162.5K
12,151
+4%
减持
DIS
DISNEY WALT CO
-$160.6K
2,888
-28%
增持
GLD
SPDR GOLD TR
+$159.2K
2,408
+9%
增持
GNRC
GENERAC HLDGS INC
-$157.1K
7,799
+6%
减持
WMT
WALMART INC
-$150.7K
11,651
-10%
减持
VXUS
VANGUARD STAR FDS
-$148.9K
8,245
-26%
减持
JPM
JPMORGAN CHASE & CO.
-$140.9K
29,281
-4%
增持
PFE
PFIZER INC
+$136.2K
65,561
+14%
减持
FSK
FS KKR CAP CORP
-$135.9K
18,250
-24%
清仓
BCS
BARCLAYS PLC
-$132.9K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$129.2K
2,995
-14%
建仓
KSS
KOHLS CORP
+$122.7K
15,000
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$121.9K
4,885
+74%
减持
ABBV
ABBVIE INC
+$116.9K
10,351
-10%
减持
ABT
ABBOTT LABS
+$116.0K
6,224
-1%
减持
LLY
ELI LILLY & CO
-$115.2K
1,709
-14%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$114.8K
21,294
+89%
减持
IJH
ISHARES TR
-$113.0K
25,460
-1%
减持
CAT
CATERPILLAR INC
-$110.5K
2,922
-1%
减持
MS
MORGAN STANLEY
-$109.7K
5,175
-9%
减持
ITOT
ISHARES TR
-$109.7K
15,036
-1%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$109.2K
49,576
-9%
增持
IBRX
IMMUNITYBIO INC
+$107.8K
98,500
+34%
增持
QQQ
INVESCO QQQ TR
-$106.5K
2,722
+1%
减持
AMGN
AMGEN INC
+$105.0K
2,612
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$104.2K
1,269
-9%
增持
IVV
ISHARES TR
-$103.5K
4,458
+1%
增持
SLV
ISHARES SILVER TR
+$103.0K
12,489
+16%
减持
MU
MICRON TECHNOLOGY INC
-$101.6K
17,617
-9%
增持
MRK
MERCK & CO INC
-$99.9K
10,789
+0%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$97.1K
14,505
-15%
减持
T
AT&T INC
-$95.7K
14,613
-35%
增持
LPTH
LIGHTPATH TECHNOLOGIES INC
+$94.1K
128,500
+176%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$93.4K
1,510
-23%
减持
PCYO
PURE CYCLE CORP
-$88.3K
31,350
-5%
减持
V
VISA INC
+$87.8K
3,331
-2%
减持
ALT
ALTIMMUNE INC
-$82.6K
30,850
-6%
减持
IJR
ISHARES TR
-$81.6K
6,896
-1%
增持
LNG
CHENIERE ENERGY INC
+$79.2K
4,785
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$78.0K
4,097
-7%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$76.8K
47,800
-3%
减持
ARKK
ARK ETF TR
-$72.3K
5,400
-7%
减持
INDI
INDIE SEMICONDUCTOR INC
-$72.3K
33,750
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$70.4K
7,030
-7%
减持
SBCF
SEACOAST BKG CORP FLA
-$66.2K
21,500
-4%
减持
SHOP
SHOPIFY INC
-$66.1K
2,175
-16%
减持
HD
HOME DEPOT INC
-$65.8K
2,506
-1%
增持
VGT
VANGUARD WORLD FD
-$65.8K
1,056
+3%
增持
UTG
REAVES UTIL INCOME FD
+$63.4K
69,600
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$63.3K
9,307
-15%
增持
EOS
EATON VANCE ENHANCED EQUITY
-$63.0K
22,443
+0%
减持
VNQ
VANGUARD INDEX FDS
-$61.7K
6,166
-11%
减持
CVS
CVS HEALTH CORP
+$61.1K
4,987
-19%
减持
MO
ALTRIA GROUP INC
-$61.1K
10,025
-21%
减持
COST
COSTCO WHSL CORP NEW
-$60.4K
746
-11%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
-$59.0K
17,160
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$58.8K
10,292
-8%
减持
STXS
STEREOTAXIS INC
-$58.0K
78,560
-9%
减持
HON
HONEYWELL INTL INC
-$56.9K
1,275
-12%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$56.3K
37,454
-2%
减持
RTX
RTX CORPORATION
+$56.0K
5,248
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$53.2K
4,371
+9%
减持
TJX
TJX COS INC NEW
-$52.0K
2,387
-16%
清仓
—
VIRTUS CONVERTIBLE & INC FD
-$49.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$49.5K
30,862
-15%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$45.9K
17,853
-2%
减持
AUTL
AUTOLUS THERAPEUTICS PLC
-$44.3K
36,300
-15%
增持
XHB
SPDR SER TR
-$43.9K
5,825
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$43.1K
14,228
-1%
减持
—
EXXON MOBIL CORP
+$41.1K
12,154
-7%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$38.3K
34,532
-1%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
-$38.1K
39,000
+3%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$34.2K
10,186
-16%
减持
XLP
SELECT SECTOR SPDR TR
-$34.0K
7,347
-9%
增持
VOO
VANGUARD INDEX FDS
-$33.9K
3,345
+3%
增持
BA
BOEING CO
-$33.6K
9,616
+2%
增持
VST
VISTRA CORP
-$32.3K
5,636
+12%
