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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 65
减持 47
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
—
AVADEL PHARMACEUTICALS PLC
+$14.1M
2,288,813
-3%
减持
AAPL
APPLE INC
+$3.6M
81,549
-3%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$3.2M
168,450
+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
NVDA
NVIDIA CORPORATION
+$3.0M
163,827
-6%
增持
GOOGL
ALPHABET INC
+$2.0M
29,460
+1%
减持
TTD
THE TRADE DESK INC
-$1.5M
62,377
-2%
清仓
DDOG
DATADOG INC
-$1.4M
0
-100%
增持
TSLA
TESLA INC
+$1.1M
7,460
+7%
减持
ONDS
ONDAS HLDGS INC
+$1.0M
182,800
-5%
建仓
CRWV
COREWEAVE INC
+$923.7K
6,750
减持
SMR
NUSCALE PWR CORP
-$817.5K
28,500
-39%
建仓
KVUE
KENVUE INC
+$802.9K
49,468
增持
AVGO
BROADCOM INC
+$789.0K
14,453
+0%
减持
MU
MICRON TECHNOLOGY INC
+$781.7K
17,850
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$771.2K
29,689
+0%
增持
LPTH
LIGHTPATH TECHNOLOGIES INC
+$764.7K
149,250
+10%
减持
URI
UNITED RENTALS INC
+$722.0K
3,643
-0%
建仓
INTC
INTEL CORP
+$688.8K
20,530
增持
ORCL
ORACLE CORP
+$678.7K
5,759
+34%
建仓
ITAN
EA SERIES TRUST
+$677.2K
19,506
建仓
IDYN
BLACKROCK ETF TRUST
+$654.9K
7,930
增持
BX
BLACKSTONE INC
+$624.7K
24,417
+3%
清仓
IXUS
ISHARES TR
-$612.5K
0
-100%
减持
JMIA
JUMIA TECHNOLOGIES AG
+$579.1K
81,060
-10%
增持
AMZN
AMAZON COM INC
+$507.2K
62,062
+4%
清仓
—
GLOBAL E ONLINE LTD
-$493.9K
0
-100%
增持
OKLO
OKLO INC
+$461.5K
7,500
+12%
减持
ABBV
ABBVIE INC
+$455.6K
10,019
-0%
减持
NFLX
NETFLIX INC
-$405.8K
1,175
-13%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$394.4K
15,612
-29%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$391.7K
0
-100%
建仓
IONQ
IONQ INC
+$377.4K
6,137
建仓
MP
MP MATERIALS CORP
+$370.6K
5,525
增持
UNH
UNITEDHEALTH GROUP INC
+$359.5K
5,277
+13%
清仓
—
CHUBB LIMITED
-$349.1K
0
-100%
增持
ENVX
ENOVIX CORPORATION
+$348.9K
273,272
+19%
清仓
RDDT
REDDIT INC
-$333.5K
0
-100%
增持
SLV
ISHARES SILVER TR
+$330.2K
15,035
+61%
减持
EOS
EATON VANCE ENHANCED EQUITY
-$329.0K
9,000
-60%
增持
PFE
PFIZER INC
+$325.7K
80,455
+13%
建仓
AOA
ISHARES TR
+$322.4K
3,657
减持
META
META PLATFORMS INC
-$320.9K
10,903
-3%
清仓
SLB
SCHLUMBERGER LTD
-$316.0K
0
-100%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$309.9K
45,400
+4%
增持
GOOG
ALPHABET INC
+$304.9K
4,607
+0%
清仓
USFR
WISDOMTREE TR
-$303.1K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$287.7K
31,433
+19%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$279.5K
24,164
-21%
建仓
KEY
KEYCORP
+$276.9K
14,814
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$275.9K
5,476
+3%
增持
C
CITIGROUP INC
+$269.9K
16,462
+0%
增持
VOO
VANGUARD INDEX FDS
+$268.8K
3,670
+5%
减持
OGN
ORGANON & CO
-$266.4K
33,821
-48%
增持
UTG
REAVES UTIL INCOME FD
+$261.4K
70,245
+1%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$259.0K
2,855
清仓
PEP
PEPSICO INC
-$258.5K
0
-100%
减持
CAT
CATERPILLAR INC
+$257.6K
3,032
-1%
建仓
DOW
DOW INC
+$255.1K
11,124
建仓
CSM
PROSHARES TR
+$245.2K
3,203
增持
VUG
VANGUARD INDEX FDS
+$242.2K
5,855
+0%
清仓
ALAB
ASTERA LABS INC
-$241.9K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$241.8K
37,615
+11%
清仓
MCD
MCDONALDS CORP
-$238.1K
0
-100%
建仓
IYW
ISHARES TR
+$238.0K
1,215
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$237.6K
35,703
+4%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$232.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$230.6K
5,285
+6%
建仓
QBTS
D-WAVE QUANTUM INC
+$227.3K
9,200
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$224.1K
2,025
建仓
BEAM
BEAM THERAPEUTICS INC
+$223.3K
9,200
减持
JNJ
JOHNSON & JOHNSON
+$217.8K
6,733
-0%
建仓
CMI
CUMMINS INC
+$215.8K
511
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$215.3K
1,296
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$214.3K
1,500
建仓
DKNG
DRAFTKINGS INC NEW
+$213.2K
5,700
增持
CVX
CHEVRON CORP NEW
+$209.9K
15,476
+1%
增持
IVV
ISHARES TR
+$209.3K
4,261
+0%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$206.4K
46,400
-22%
建仓
LRCX
LAM RESEARCH CORP
+$203.5K
1,520
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$201.8K
3,077
减持
MSFT
MICROSOFT CORP
+$201.4K
16,666
-2%
减持
DDD
3-D SYS CORP DEL
+$196.9K
169,700
-11%
增持
VRT
VERTIV HOLDINGS CO
+$190.7K
7,351
+3%
减持
LLY
ELI LILLY & CO
-$178.6K
857
-20%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$178.3K
6,410
+31%
减持
CLS
CELESTICA INC
+$177.2K
2,050
-2%
增持
XHB
SPDR SERIES TRUST
+$170.9K
5,903
+20%
增持
NEE
NEXTERA ENERGY INC
+$170.7K
17,252
+6%
增持
QQQ
INVESCO QQQ TR
+$170.7K
2,767
+2%
减持
VTI
VANGUARD INDEX FDS
+$155.3K
27,457
-6%
增持
GEV
GE VERNOVA INC
+$149.7K
1,684
+1%
增持
HUMA
HUMACYTE INC
+$148.4K
208,017
+104%
增持
CVS
CVS HEALTH CORP
+$144.7K
5,959
+35%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
+$138.6K
16,903
+15%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$136.9K
4,371
+33%
减持
ITOT
ISHARES TR
+$130.3K
14,751
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$123.6K
1,999
-13%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$112.8K
2,685
+18%
减持
S
SENTINELONE INC
-$111.3K
56,950
-7%
建仓
ZENA
ZENATECH INC
+$110.4K
23,000
增持
VGT
VANGUARD WORLD FD
+$103.0K
1,076
+2%
增持
ALT
ALTIMMUNE INC
+$102.8K
59,850
+89%
减持
SPY
SPDR S&P 500 ETF TR
-$101.7K
1,142
-18%
增持
WY
WEYERHAEUSER CO MTN BE
+$99.0K
18,500
+32%
增持
HD
HOME DEPOT INC
+$97.5K
2,515
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$96.1K
4,693
+36%
减持
RTX
RTX CORPORATION
+$95.3K
4,678
-1%
增持
FSK
FS KKR CAP CORP
-$89.6K
16,100
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$88.6K
11,681
+0%
增持
ARKK
ARK ETF TR
+$88.1K
4,543
+5%
增持
SUB
ISHARES TR
+$87.1K
3,243
+33%
增持
THW
ABRDN WORLD HEALTHCARE FUND
+$84.8K
30,100
+5%
增持
BA
BOEING CO
+$84.7K
10,319
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$84.1K
13,542
+7%
增持
WMT
WALMART INC
+$83.6K
11,476
+2%
增持
FBCG
FIDELITY COVINGTON TRUST
+$82.4K
10,310
+6%
减持
AKBA
AKEBIA THERAPEUTICS INC
-$81.9K
16,000
-54%
增持
GLD
SPDR GOLD TR
+$81.2K
1,411
+2%
增持
ALAI
THE ALGER ETF TRUST
+$79.7K
9,032
+8%
建仓
XAIR
BEYOND AIR INC
+$78.0K
33,755
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$74.8K
10,099
减持
PG
PROCTER AND GAMBLE CO
-$72.6K
8,264
-2%
减持
GE
GE AEROSPACE
+$61.3K
2,151
-5%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$60.6K
34,794
+11%
减持
—
EXXON MOBIL CORP
+$55.3K
11,202
-0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$54.9K
46,080
+5%
减持
BAC
BANK AMERICA CORP
+$54.5K
23,837
-4%
减持
ABT
ABBOTT LABS
-$53.1K
5,924
-5%
增持
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$52.5K
22,800
+12%
减持
PBI
PITNEY BOWES INC
-$51.3K
61,000
-11%
增持
DGRO
ISHARES TR
+$49.9K
8,736
+3%
清仓
—
BEYOND AIR INC
-$47.9K
0
-100%
增持
PFF
ISHARES TR
+$45.8K
9,928
+14%
增持
V
VISA INC
-$43.7K
3,197
+0%
减持
IBRX
IMMUNITYBIO INC
-$40.4K
114,500
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.2K
17,226
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$39.2K
13,208
+1%
减持
DELL
DELL TECHNOLOGIES INC
+$38.7K
2,560
-3%
增持
VXUS
VANGUARD STAR FDS
+$38.7K
7,764
+1%
增持
TGTX
TG THERAPEUTICS INC
+$37.6K
12,000
+9%
减持
DIS
DISNEY WALT CO
-$33.5K
2,605
-3%
减持
XLE
SELECT SECTOR SPDR TR
+$32.4K
8,693
-1%
增持
FYX
FIRST TR EXCHANGE-TRADED ALP
+$31.7K
2,710
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$31.5K
3,907
-6%
减持
FSLY
FASTLY INC
-$30.0K
20,151
-30%
减持
IJR
ISHARES TR
+$29.6K
5,981
-4%
增持
LQD
ISHARES TR
+$28.3K
2,638
+9%
减持
GNRC
GENERAC HLDGS INC
-$27.6K
5,725
-17%
减持
VYM
VANGUARD WHITEHALL FDS
+$27.4K
3,848
-0%
减持
SSUS
STRATEGY SHS
-$26.7K
5,588
-15%
