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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 48
减持 71
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
—
AVADEL PHARMACEUTICALS PLC
+$5.8M
1,891,917
-17%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$3.7M
143,300
-15%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
19,375
+9%
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
TTD
THE TRADE DESK INC
-$2.0M
28,850
-54%
减持
GOOGL
ALPHABET INC
+$1.9M
29,066
-1%
增持
AAPL
APPLE INC
+$1.5M
81,874
+0%
清仓
ONDS
ONDAS HLDGS INC
-$1.4M
0
-100%
减持
ENVX
ENOVIX CORPORATION
-$1.4M
185,422
-32%
减持
URI
UNITED RENTALS INC
-$1.3M
2,745
-25%
建仓
FYEE
FIDELITY GREENWOOD STREET TR
+$1.1M
37,980
增持
KVUE
KENVUE INC
+$1.1M
108,964
+120%
清仓
SMR
NUSCALE PWR CORP
-$1.0M
0
-100%
增持
GOOG
ALPHABET INC
+$1.0M
6,807
+48%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
158,479
-3%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$998.9K
0
-100%
清仓
CRWV
COREWEAVE INC
-$923.7K
0
-100%
增持
NFLX
NETFLIX INC
-$897.7K
5,450
+364%
减持
ORCL
ORACLE CORP
-$860.5K
3,895
-32%
清仓
OKLO
OKLO INC
-$837.2K
0
-100%
增持
META
META PLATFORMS INC
-$742.6K
11,005
+1%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$698.3K
30,886
减持
AMZN
AMAZON COM INC
+$671.6K
61,947
-0%
建仓
IXUS
ISHARES TR
+$671.6K
7,934
清仓
IDYN
BLACKROCK ETF TRUST
-$654.9K
0
-100%
减持
MSFT
MICROSOFT CORP
-$640.3K
16,525
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$627.3K
2,929
减持
DOCN
DIGITALOCEAN HLDGS INC
+$626.6K
45,250
-0%
减持
—
ELASTIC N V
-$570.6K
23,452
-15%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$562.5K
33,593
+39%
增持
SLV
ISHARES SILVER TR
+$534.1K
18,179
+21%
减持
BX
BLACKSTONE INC
-$458.4K
24,091
-1%
减持
S
SENTINELONE INC
-$440.4K
37,500
-34%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$431.0K
20,000
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$426.9K
1,550
建仓
WDC
WESTERN DIGITAL CORP
+$396.2K
2,300
建仓
ECHO
ECHOSTAR CORP
+$391.3K
3,600
增持
FBCG
FIDELITY COVINGTON TRUST
+$389.8K
17,196
+67%
清仓
IONQ
IONQ INC
-$377.4K
0
-100%
清仓
MP
MP MATERIALS CORP
-$370.6K
0
-100%
清仓
OGN
ORGANON & CO
-$361.2K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$349.5K
3,090
减持
DDD
3-D SYS CORP DEL
-$326.6K
93,492
-45%
建仓
FTMA
PUTNAM ETF TRUST
+$326.3K
36,216
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$305.1K
11,870
-12%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$293.0K
3,647
增持
GE
GE AEROSPACE
+$292.8K
3,051
+42%
增持
CAT
CATERPILLAR INC
+$290.6K
3,033
+0%
减持
C
CITIGROUP INC
-$273.0K
11,980
-27%
减持
PFE
PFIZER INC
-$254.3K
72,116
-10%
建仓
CSCO
CISCO SYS INC
+$250.7K
3,254
增持
VOO
VANGUARD INDEX FDS
+$249.0K
3,981
+8%
减持
NEE
NEXTERA ENERGY INC
-$247.4K
13,141
-24%
清仓
FSK
FS KKR CAP CORP
-$240.4K
0
-100%
增持
BA
BOEING CO
+$238.7K
11,357
+10%
建仓
MCD
MCDONALDS CORP
+$228.6K
748
清仓
QBTS
D-WAVE QUANTUM INC
-$227.3K
0
-100%
减持
LLY
ELI LILLY & CO
+$225.2K
818
-5%
清仓
—
ISHARES TR
-$220.3K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$216.2K
2,636
清仓
UBER
UBER TECHNOLOGIES INC
-$215.7K
0
-100%
减持
HUMA
HUMACYTE INC
-$214.9K
153,067
-26%
清仓
DKNG
DRAFTKINGS INC NEW
-$213.2K
0
-100%
减持
JMIA
JUMIA TECHNOLOGIES AG
-$209.7K
58,560
-28%
建仓
PEP
PEPSICO INC
+$207.1K
1,443
建仓
KLAC
KLA CORP
+$204.1K
168
增持
VTI
VANGUARD INDEX FDS
+$197.4K
27,464
+0%
增持
—
EXXON MOBIL CORP
+$197.0K
12,132
+8%
减持
GNRC
GENERAC HLDGS INC
-$181.9K
5,694
-1%
增持
ALT
ALTIMMUNE INC
+$177.8K
111,750
+87%
减持
ARKK
ARK ETF TR
-$169.5K
2,893
-36%
减持
JPM
JPMORGAN CHASE & CO.
+$163.8K
29,572
-0%
增持
LNG
CHENIERE ENERGY INC
-$162.8K
5,172
+4%
增持
AMGN
AMGEN INC
+$162.4K
2,749
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$159.8K
5,036
-5%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$158.5K
2,000
+33%
增持
ITAN
EA SERIES TRUST
+$155.1K
22,471
+15%
增持
HD
HOME DEPOT INC
-$153.0K
2,516
+0%
增持
WMT
WALMART INC
+$152.2K
11,982
+4%
减持
MRK
MERCK & CO INC
+$150.6K
9,814
-7%
减持
VUG
VANGUARD INDEX FDS
-$147.8K
5,453
-7%
减持
DVN
DEVON ENERGY CORP NEW
-$141.1K
32,150
-15%
减持
AVGO
BROADCOM INC
+$131.5K
14,156
-2%
减持
DELL
DELL TECHNOLOGIES INC
-$125.0K
1,890
-26%
增持
MELI
MERCADOLIBRE INC
+$121.7K
253
+52%
增持
DHR
DANAHER CORPORATION
+$118.4K
2,306
+12%
减持
LPTH
LIGHTPATH TECHNOLOGIES INC
+$117.8K
120,500
-19%
增持
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$112.7K
31,300
+37%
增持
VZ
VERIZON COMMUNICATIONS INC
-$112.2K
35,517
+0%
减持
SBCF
SEACOAST BKG CORP FLA
-$110.7K
17,300
-20%
减持
JNJ
JOHNSON & JOHNSON
+$105.7K
6,543
-3%
减持
SUB
ISHARES TR
-$101.7K
2,292
-29%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$98.8K
10,000
-36%
减持
IBRX
IMMUNITYBIO INC
-$97.5K
93,000
-19%
清仓
CURI
CURIOSITYSTREAM INC
-$96.0K
0
-100%
减持
CLS
CELESTICA INC
+$93.5K
2,025
-1%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$85.8K
11,300
-18%
减持
MO
ALTRIA GROUP INC
-$85.7K
8,428
-3%
增持
GLD
SPDR GOLD TR
+$82.6K
1,474
+4%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$82.2K
40,794
+17%
增持
PG
PROCTER AND GAMBLE CO
-$81.8K
8,290
+0%
减持
BAC
BANK AMERICA CORP
-$79.6K
20,912
-12%
减持
AMT
AMERICAN TOWER CORP NEW
-$79.5K
1,737
-13%
增持
IVV
ISHARES TR
+$76.9K
4,276
+0%
减持
STXS
STEREOTAXIS INC
-$74.6K
69,060
-8%
减持
RTX
RTX CORPORATION
+$69.5K
4,647
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$68.6K
15,675
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$67.4K
671
+2%
减持
CVX
CHEVRON CORP NEW
-$66.9K
15,329
-1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$59.9K
35,429
-1%
减持
PFF
ISHARES TR
-$57.9K
8,268
-17%
减持
XHB
SPDR SERIES TRUST
-$56.5K
5,804
-2%
减持
XAIR
BEYOND AIR INC
-$55.0K
31,680
-6%
减持
DAL
DELTA AIR LINES INC DEL
+$53.6K
10,325
-12%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$52.5K
2,585
-4%
增持
QQQ
INVESCO QQQ TR
+$51.6K
2,788
+1%
减持
INDI
INDIE SEMICONDUCTOR INC
-$50.6K
20,200
-33%
增持
IJH
ISHARES TR
+$49.4K
22,595
+2%
减持
SSUS
STRATEGY SHS
-$46.2K
4,589
-18%
增持
STKL
SUNOPTA INC
-$44.6K
24,500
+4%
增持
—
ASML HOLDING N V
+$44.0K
385
+1%
减持
WY
WEYERHAEUSER CO MTN BE
-$44.0K
17,500
-5%
减持
AMLP
ALPS ETF TR
-$43.9K
7,965
-11%
增持
ZENA
ZENATECH INC
+$43.2K
48,000
+109%
增持
BEAM
BEAM THERAPEUTICS INC
+$42.8K
9,600
+4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$40.6K
8,925
+39%
增持
IVE
ISHARES TR
+$39.6K
6,012
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$39.3K
538
-10%
增持
UTG
REAVES UTIL INCOME FD
+$37.6K
77,110
+10%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$36.7K
45,367
-2%
减持
ABBV
ABBVIE INC
-$33.8K
10,004
-0%
减持
MA
MASTERCARD INCORPORATED
-$33.2K
448
-12%
增持
IJR
ISHARES TR
+$32.1K
6,181
+3%
减持
INTC
INTEL CORP
+$31.9K
19,530
-5%
减持
GEV
GE VERNOVA INC
+$31.8K
1,633
-3%
增持
V
VISA INC
+$31.6K
3,202
+0%
增持
COST
COSTCO WHSL CORP NEW
+$30.5K
864
+12%
减持
BGR
BLACKROCK ENERGY & RES TR
-$27.6K
15,000
-12%
增持
VXUS
VANGUARD STAR FDS
+$23.7K
7,875
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$23.5K
4,663
-1%
减持
CATX
PERSPECTIVE THERAPEUTICS INC
-$20.4K
25,000
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$20.2K
1,086
-5%
增持
HON
HONEYWELL INTL INC
-$19.8K
1,297
+0%
减持
VNQ
VANGUARD INDEX FDS
-$19.1K
5,258
-1%
减持
—
SCYNEXIS INC
-$18.8K
91,500
-8%
减持
MODL
VICTORY PORTFOLIOS II
+$16.9K
13,028
-0%
增持
DIS
DISNEY WALT CO
+$15.2K
2,755
+6%
减持
QYLD
GLOBAL X FDS
-$14.8K
61,994
-5%
增持
BLK
BLACKROCK INC
+$14.6K
384
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.3K
31,606
+1%
减持
CRM
SALESFORCE INC
+$14.3K
1,105
-6%
