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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 46
减持 83
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$7.9M
174,685
-4%
减持
—
AVADEL PHARMACEUTICALS PLC
+$2.3M
2,354,822
-1%
增持
AMZN
AMAZON COM INC
+$1.9M
59,801
+2%
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
-$1.9M
83,766
-3%
减持
MSFT
MICROSOFT CORP
+$1.8M
16,949
-4%
增持
AVGO
BROADCOM INC
+$1.6M
14,435
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
29,642
+1%
减持
META
META PLATFORMS INC
+$1.3M
11,283
-7%
减持
SMR
NUSCALE PWR CORP
+$1.2M
46,600
-3%
减持
TTD
THE TRADE DESK INC
+$1.0M
63,727
-2%
增持
VTI
VANGUARD INDEX FDS
+$875.0K
29,136
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$829.6K
12,677
+8%
增持
UNH
UNITEDHEALTH GROUP INC
-$683.1K
4,688
+14%
增持
MU
MICRON TECHNOLOGY INC
+$674.2K
17,890
+2%
减持
ENVX
ENOVIX CORPORATION
+$672.0K
229,751
-1%
增持
NFLX
NETFLIX INC
+$588.2K
1,355
+3%
减持
LLY
ELI LILLY & CO
-$579.0K
1,068
-38%
减持
GOOGL
ALPHABET INC
+$544.0K
29,150
-2%
增持
GEV
GE VERNOVA INC
+$538.7K
1,674
+47%
增持
BA
BOEING CO
+$502.4K
10,225
+6%
建仓
AMAT
APPLIED MATLS INC
+$496.1K
2,710
增持
URI
UNITED RENTALS INC
+$474.8K
3,658
+0%
增持
VST
VISTRA CORP
+$446.0K
5,717
+1%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$444.5K
165,650
-3%
增持
C
CITIGROUP INC
+$435.5K
16,459
+21%
减持
TSLA
TESLA INC
+$400.6K
6,980
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$385.6K
4,995
-5%
建仓
OKLO
OKLO INC
+$375.7K
6,710
建仓
WY
WEYERHAEUSER CO MTN BE
+$359.7K
14,000
增持
CVX
CHEVRON CORP NEW
-$359.6K
15,317
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$359.4K
5,304
+23%
建仓
BLK
BLACKROCK INC
+$356.7K
340
减持
DOCN
DIGITALOCEAN HLDGS INC
-$355.1K
43,450
-9%
减持
DDOG
DATADOG INC
+$346.5K
10,077
-1%
减持
VUG
VANGUARD INDEX FDS
+$342.1K
5,853
-2%
减持
DDD
3-D SYS CORP DEL
-$339.1K
191,700
-36%
建仓
RDDT
REDDIT INC
+$333.5K
2,215
减持
VRT
VERTIV HOLDINGS CO
+$329.7K
7,150
-12%
建仓
CLS
CELESTICA INC
+$327.8K
2,100
减持
ABBV
ABBVIE INC
-$304.7K
10,043
-3%
建仓
USFR
WISDOMTREE TR
+$303.1K
6,024
减持
ORCL
ORACLE CORP
+$300.8K
4,304
-6%
清仓
ITA
ISHARES TR
-$284.3K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$280.8K
33,858
-7%
减持
GLD
SPDR GOLD TR
-$273.5K
1,379
-43%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$270.7K
22,107
+52%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$267.1K
17,651
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$262.3K
4,171
-43%
增持
VOO
VANGUARD INDEX FDS
+$259.9K
3,484
+4%
建仓
ALAI
THE ALGER ETF TRUST
+$259.1K
8,397
建仓
PEP
PEPSICO INC
+$258.5K
1,958
增持
UTG
REAVES UTIL INCOME FD
+$256.9K
69,699
+0%
增持
OGN
ORGANON & CO
-$252.4K
64,840
+10%
增持
CEG
CONSTELLATION ENERGY CORP
+$250.4K
2,067
+0%
建仓
ALAB
ASTERA LABS INC
+$241.9K
2,675
建仓
TD
TORONTO DOMINION BK ONT
+$239.3K
3,258
减持
—
EXXON MOBIL CORP
-$237.8K
11,203
-8%
增持
BAC
BANK AMERICA CORP
+$234.8K
24,837
+10%
减持
FCG
FIRST TR EXCHANGE-TRADED FD
-$231.2K
10,050
-46%
清仓
CI
THE CIGNA GROUP
-$226.7K
0
-100%
增持
CAT
CATERPILLAR INC
+$225.4K
3,063
+5%
清仓
EXP
EAGLE MATLS INC
-$222.2K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$221.0K
1,080
增持
GE
GE AEROSPACE
+$220.7K
2,276
+25%
减持
QQQ
INVESCO QQQ TR
+$214.1K
2,702
-1%
减持
—
ELASTIC N V
-$210.2K
27,908
-3%
建仓
UBER
UBER TECHNOLOGIES INC
+$205.4K
2,202
清仓
CSM
PROSHARES TR
-$204.1K
0
-100%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$203.5K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$201.8K
656
+36%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$201.2K
0
-100%
减持
AMLP
ALPS ETF TR
-$193.6K
8,890
-26%
减持
ITOT
ISHARES TR
+$183.6K
14,945
-1%
减持
JNJ
JOHNSON & JOHNSON
-$179.7K
6,747
-8%
增持
T
AT&T INC
+$177.0K
20,395
+40%
减持
PG
PROCTER AND GAMBLE CO
-$161.9K
8,426
-5%
增持
LPTH
LIGHTPATH TECHNOLOGIES INC
+$160.6K
136,000
+6%
增持
DHR
DANAHER CORPORATION
+$157.7K
2,065
+69%
减持
BX
BLACKSTONE INC
+$157.2K
23,713
-2%
减持
ONDS
ONDAS HLDGS INC
+$153.6K
192,500
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$152.7K
1,396
+10%
减持
XLF
SELECT SECTOR SPDR TR
-$151.8K
5,954
-36%
减持
JMIA
JUMIA TECHNOLOGIES AG
+$143.7K
90,060
-11%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$142.2K
34,487
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$138.0K
35,542
+15%
减持
IVV
ISHARES TR
+$137.6K
4,256
-5%
清仓
XFRAX
BLACKROCK FLOATING RATE INCO
-$131.6K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$128.8K
8,775
-6%
减持
IJH
ISHARES TR
-$115.3K
22,095
-13%
增持
MRK
MERCK & CO INC
-$112.4K
10,814
+0%
减持
MS
MORGAN STANLEY
+$111.1K
5,075
-2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$109.9K
4,910
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$103.2K
26,511
-6%
减持
PCYO
PURE CYCLE CORP
-$103.1K
21,000
-33%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$103.1K
31,294
+47%
增持
DAL
DELTA AIR LINES INC DEL
+$102.4K
11,678
+8%
建仓
CURI
CURIOSITYSTREAM INC
+$101.7K
18,070
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$98.3K
2,285
-17%
减持
VNQ
VANGUARD INDEX FDS
-$85.1K
5,313
-14%
增持
AMGN
AMGEN INC
-$84.2K
2,613
+0%
减持
XHB
SPDR SERIES TRUST
-$81.3K
4,901
-16%
减持
SLV
ISHARES SILVER TR
-$80.2K
9,352
-25%
减持
WMT
WALMART INC
+$76.2K
11,240
-4%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$71.8K
3,280
-22%
增持
EOS
EATON VANCE ENHANCED EQUITY
+$70.8K
22,484
+0%
减持
FBCG
FIDELITY COVINGTON TRUST
+$68.7K
9,761
-3%
减持
PBI
PITNEY BOWES INC
-$66.3K
68,500
-24%
增持
AKBA
AKEBIA THERAPEUTICS INC
+$64.1K
34,500
+8%
减持
CHD
CHURCH & DWIGHT CO INC
-$63.8K
3,006
-6%
减持
QXO
QXO INC
+$63.4K
13,000
-19%
增持
PFE
PFIZER INC
+$62.9K
71,133
+8%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$62.7K
6,400
-9%
减持
TGTX
TG THERAPEUTICS INC
-$57.6K
11,000
-4%
减持
IXUS
ISHARES TR
+$54.7K
7,923
-1%
减持
—
GLOBAL E ONLINE LTD
-$52.5K
14,725
-4%
减持
FSK
FS KKR CAP CORP
-$52.4K
15,900
-13%
减持
LNG
CHENIERE ENERGY INC
+$52.3K
4,761
-1%
增持
INDI
INDIE SEMICONDUCTOR INC
+$52.2K
33,950
+1%
减持
MODL
VICTORY PORTFOLIOS II
+$51.9K
13,030
-1%
减持
DELL
DELL TECHNOLOGIES INC
+$51.3K
2,645
-12%
减持
SCHD
SCHWAB STRATEGIC TR
-$50.8K
13,126
-8%
减持
MO
ALTRIA GROUP INC
-$50.4K
9,403
-6%
增持
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$50.3K
20,300
+33%
增持
VPU
VANGUARD WORLD FD
+$49.0K
2,604
+8%
增持
HUMA
HUMACYTE INC
+$48.9K
102,167
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$48.8K
3,863
-12%
减持
ARKK
ARK ETF TR
+$47.1K
4,325
-20%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$46.9K
30,687
-2%
减持
DIS
DISNEY WALT CO
+$46.7K
2,675
-7%
减持
ZTS
ZOETIS INC
-$45.7K
1,467
-12%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$45.5K
13,800
-15%
减持
IJR
ISHARES TR
-$40.0K
6,232
-10%
减持
MCD
MCDONALDS CORP
-$38.3K
815
-8%
减持
KSS
KOHLS CORP
-$37.9K
10,000
-33%
增持
SSUS
STRATEGY SHS
+$35.0K
6,596
+3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$34.4K
5,469
-8%
减持
CVS
CVS HEALTH CORP
-$33.4K
4,414
-11%
减持
V
VISA INC
-$32.6K
3,196
-4%
增持
ALT
ALTIMMUNE INC
-$31.4K
31,750
+3%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$29.2K
43,812
-12%
增持
THW
ABRDN WORLD HEALTHCARE FUND
-$28.4K
28,700
+3%
增持
PFF
ISHARES TR
+$28.3K
8,738
+12%
减持
COST
COSTCO WHSL CORP NEW
+$28.0K
741
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$26.0K
13,088
-8%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$25.9K
51,567
-1%
增持
IBRX
IMMUNITYBIO INC
+$25.6K
122,000
+24%
减持
AUTL
AUTOLUS THERAPEUTICS PLC
-$25.5K
13,500
-63%
减持
GOOG
ALPHABET INC
+$23.4K
4,606
-9%
减持
—
CHUBB LIMITED
-$22.3K
1,205
-2%
减持
SUB
ISHARES TR
-$21.9K
2,437
-8%
