小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 34
增持 61
减持 40
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
AVADEL PHARMACEUTICALS PLC
-$40.8M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.2M
157,043
-1%
减持
AAPL
APPLE INC
-$1.8M
80,557
-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。
增持
MSFT
MICROSOFT CORP
-$1.7M
16,922
+2%
建仓
RBRK
RUBRIK INC.
+$1.7M
35,072
减持
DOCN
DIGITALOCEAN HLDGS INC
+$1.7M
44,700
-1%
建仓
ALAB
ASTERA LABS INC
+$1.6M
14,765
增持
MELI
MERCADOLIBRE INC
+$1.5M
1,183
+368%
增持
MU
MICRON TECHNOLOGY INC
+$1.5M
20,818
+7%
减持
—
ELASTIC N V
-$1.2M
10,565
-55%
清仓
TTD
THE TRADE DESK INC
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.1M
63,605
+3%
增持
META
META PLATFORMS INC
-$875.3K
11,167
+1%
减持
TSLA
TESLA INC
-$830.0K
6,665
-9%
增持
JPM
JPMORGAN CHASE & CO
-$792.1K
29,700
+0%
减持
CVX
CHEVRON CORPORATION
+$764.4K
14,987
-2%
增持
IBRX
IMMUNITYBIO INC
+$723.6K
118,350
+27%
增持
GOOGL
ALPHABET INC
-$715.1K
29,150
+0%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$698.3K
0
-100%
建仓
SNDK
SANDISK CORP
+$673.5K
1,060
增持
CAT
CATERPILLAR INC
+$670.1K
3,398
+12%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$607.7K
124,780
清仓
CLS
CELESTICA INC
-$598.6K
0
-100%
增持
KVUE
KENVUE INC
+$576.3K
142,458
+31%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$559.3K
46,380
建仓
ECAT
BLACKROCK ESG CAP ALLC TERM
+$520.3K
38,310
增持
LNG
CHENIERE ENERGY INC
+$472.3K
5,207
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$465.3K
32,650
+2%
减持
—
EXXON MOBIL CORP
+$445.3K
11,230
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$435.2K
12,710
+7%
增持
UTG
REAVES UTIL INCOME FD
+$434.3K
82,866
+7%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$431.0K
0
-100%
增持
AVGO
BROADCOM INC
-$425.1K
14,456
+2%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$422.9K
56,090
增持
GEV
GE VERNOVA INC
+$418.5K
1,702
+4%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$412.1K
74,244
清仓
BLK
BLACKROCK INC
-$411.0K
0
-100%
清仓
ECHO
ECHOSTAR CORP
-$391.3K
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$372.9K
0
-100%
减持
SLV
ISHARES SILVER TR
-$360.9K
11,890
-35%
清仓
HOOD
ROBINHOOD MKTS INC
-$349.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$348.9K
27,615
+1%
建仓
XEVVX
EATON VANCE LIMITED DURATION
+$341.1K
36,095
增持
PFE
PFIZER INC
+$340.5K
76,075
+5%
建仓
KMB
KIMBERLY-CLARK CORP
+$332.9K
3,451
建仓
TLTW
ISHARES TR
+$331.8K
14,670
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$329.7K
5,940
-33%
减持
GNRC
GENERAC HLDGS INC
+$327.9K
5,654
-1%
建仓
COPX
GLOBAL X FDS
+$326.7K
4,279
减持
UNH
UNITEDHEALTH GROUP INC
-$318.4K
4,967
-1%
清仓
DIS
DISNEY WALT CO
-$313.4K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$309.9K
17,652
+2%
增持
FYEE
FIDELITY GREENWOOD STREET TR
+$304.4K
51,370
+35%
建仓
DE
DEERE & CO
+$298.5K
530
减持
GOOG
ALPHABET INC
-$280.4K
6,469
-5%
增持
BX
BLACKSTONE INC
-$273.3K
29,916
+24%
建仓
HAL
HALLIBURTON CO
+$272.9K
7,000
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$264.0K
16,426
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$261.3K
1,786
建仓
ARM
ARM HOLDINGS PLC
+$261.0K
1,725
清仓
CMI
CUMMINS INC
-$260.8K
0
-100%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$252.3K
20,935
减持
JNJ
JOHNSON & JOHNSON
+$236.7K
6,508
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$230.3K
2,325
建仓
BUG
GLOBAL X FDS
+$225.9K
8,995
建仓
DKNG
DRAFTKINGS INC NEW
+$222.7K
10,300
清仓
ARKK
ARK ETF TR
-$222.5K
0
-100%
建仓
NOW
SERVICENOW INC
+$218.5K
2,090
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$216.2K
0
-100%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$214.1K
7,457
建仓
WBS
WEBSTER FINL CORP
+$211.8K
3,051
减持
ORCL
ORACLE CORP
-$211.2K
3,725
-4%
建仓
NKE
NIKE INC
+$210.2K
3,980
清仓
ZTS
ZOETIS INC
-$209.8K
0
-100%
建仓
WFC
WELLS FARGO & CO
+$209.0K
2,625
增持
DOW
DOW HLDGS INC
+$207.8K
11,223
+1%
建仓
CRWV
COREWEAVE INC
+$206.1K
2,660
减持
LLY
ELI LILLY & CO
-$204.0K
734
-10%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$203.2K
31,506
-6%
建仓
ITA
ISHARES TR
+$202.9K
928
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$200.1K
5,345
增持
NEE
NEXTERA ENERGY INC
+$197.2K
13,481
+3%
增持
WY
WEYERHAEUSER CO
+$196.2K
25,000
+43%
增持
AMLP
ALPS ETF TR
+$191.6K
10,755
+35%
增持
INTC
INTEL CORP
+$183.1K
20,480
+5%
增持
ITAN
EA SERIES TRUST
+$177.7K
28,166
+25%
减持
GLD
SPDR GOLD TR
-$168.1K
967
-34%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$157.0K
18,210
增持
V
VISA INC
-$153.7K
3,207
+0%
增持
CEG
CONSTELLATION ENERGY CORP
-$146.0K
2,092
+1%
减持
ABT
ABBOTT LABORATORIES
-$144.3K
5,824
-2%
减持
BAC
BANK AMERICA CORP
-$143.6K
20,647
-1%
减持
LPTH
LIGHTPATH TECHNOLOGIES INC
-$142.9K
115,500
-4%
增持
FBCG
FIDELITY COVINGTON TRUST
+$141.7K
21,643
+26%
减持
ITOT
ISHARES TR
-$135.1K
14,451
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$133.9K
31,484
-11%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$131.8K
51,400
+11%
增持
COST
COSTCO WHOLESALE CORPORATION
+$125.9K
874
+1%
减持
WMT
WALMART INC
+$123.2K
11,733
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$122.0K
5,310
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$115.5K
2,516
-14%
减持
ABBV
ABBVIE INC
-$115.1K
9,981
-0%
增持
VOO
VANGUARD INDEX FDS
-$115.1K
3,986
+0%
建仓
SMR
NUSCALE PWR CORP
+$113.8K
10,500
建仓
PML
PIMCO MUN INCOME FD II
+$113.5K
15,000
增持
MO
ALTRIA GROUP INC
+$102.1K
8,912
+6%
增持
ENVX
ENOVIX CORPORATION
-$100.2K
242,321
+31%
增持
IJR
ISHARES TR
+$100.1K
6,781
+10%
增持
QQQ
INVESCO QQQ TR
-$97.1K
2,799
+0%
增持
URI
UNITED RENTALS INC
-$97.0K
2,916
+6%
增持
SUB
ISHARES TR
+$94.1K
3,180
+39%
清仓
STKL
SUNOPTA INC
-$93.1K
0
-100%
减持
S
SENTINELONE INC
-$85.9K
37,000
-1%
减持
QYLD
GLOBAL X FDS
-$85.5K
58,889
-5%
增持
BA
BOEING CO
-$82.2K
11,976
+5%
增持
THW
ABRDN WORLD HEALTHCARE FUND
+$80.7K
40,095
+32%
减持
MS
MORGAN STANLEY
-$78.1K
5,000
-1%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$78.0K
44,807
-1%
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$77.9K
16,739
-1%
建仓
OGN
ORGANON & CO
+$74.9K
12,512
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$74.8K
14,191
-1%
增持
IXUS
ISHARES TR
+$72.7K
8,590
+8%
增持
CRM
SALESFORCE INC
-$72.5K
1,180
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$72.2K
550
+2%
增持
FXN
FIRST TR EXCHANGE-TRADED FD
+$71.9K
10,900
+4%
增持
IVV
ISHARES TR
-$71.7K
4,374
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$71.6K
1,785
+53%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$69.6K
33,146
+5%
增持
CATX
PERSPECTIVE THERAPEUTICS INC
+$68.9K
33,000
+32%
增持
AMGN
AMGEN INC
+$67.8K
2,750
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$66.2K
5,237
-12%
减持
WDC
WESTERN DIGITAL CORP
+$63.6K
1,700
-26%
减持
AOA
ISHARES TR
-$62.8K
3,037
-18%
减持
C
CITIGROUP INC
-$62.0K
11,780
-2%
减持
T
AT&T INC
+$56.5K
22,008
-6%
增持
IJH
ISHARES TR
+$54.8K
22,895
+1%
增持
GE
GE AEROSPACE
+$50.6K
3,490
+14%
增持
NFLX
NETFLIX INC.
+$50.5K
5,840
+7%
增持
PFF
ISHARES TR
+$48.5K
10,044
+21%
增持
SHOP
SHOPIFY INC
-$48.3K
1,900
+12%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$42.6K
47,972
-0%
增持
HON
HONEYWELL INTL INC
+$40.3K
1,298
+0%
减持
ACLS
AXCELIS TECHNOLOGIES INC
+$39.4K
3,571
-2%
增持
HD
HOME DEPOT INC
-$37.6K
2,518
+0%
增持
DGRO
ISHARES TR
+$37.0K
8,899
+5%
增持
CVS
CVS HEALTH CORP
-$36.5K
5,856
+2%
增持
CSX
CSX CORP
+$35.4K
7,366
+0%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$35.0K
1,000
-35%
减持
RTX
RTX CORPORATION
+$34.3K
4,596
-1%
建仓
LODE
COMSTOCK INC
+$33.5K
11,000
