WEALTH EFFECTS LLC
BOSTON MA · SEC CIK 0001907254
$3.70亿2026Q2 申报市值
256持仓数
40.7%前十大占比 · 第一大 8.5%
25 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOG 加仓+$666.41万
GLW 新建仓+$122.53万
SPCX 新建仓+$122.44万
IVV 加仓+$89.49万
DRAM 新建仓+$86.04万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$159.87万
BSTZ 重新持有-$66.05万
SNDK 减仓-$56.84万
AVGO 减仓-$49.37万
NUVEEN NEW JERSE 清仓-$38.50万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,145.27万 | 8.49% | 157,193 | 150 | 0.1% | $3.00万 | 加仓 |
| AAPL | APPLE INC | $2,294.80万 | 6.19% | 79,306 | -1,251 | -1.6% | -$36.20万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,243.12万 | 6.05% | 19,433 | -1,385 | -6.7% | -$159.87万 | 减仓 |
| AMZN | AMAZON COM INC | $1,522.42万 | 4.11% | 63,876 | 271 | 0.4% | $6.46万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,200.64万 | 3.24% | 147,300 | 4,000 | 2.8% | $32.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,061.24万 | 2.86% | 28,679 | 1,064 | 3.9% | $39.37万 | 加仓 |
| GOOGL | ALPHABET INC | $1,039.22万 | 2.80% | 29,080 | -70 | -0.2% | -$2.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $987.80万 | 2.67% | 30,178 | 478 | 1.6% | $15.65万 | 加仓 |
| GOOG | ALPHABET INC | $894.98万 | 2.42% | 25,330 | 18,861 | 291.6% | $666.41万 | 加仓 |
| ALAB | ASTERA LABS INC | $699.90万 | 1.89% | 14,490 | -275 | -1.9% | -$13.28万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $688.34万 | 1.86% | 43,835 | -865 | -1.9% | -$13.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $640.97万 | 1.73% | 17,183 | 261 | 1.5% | $9.74万 | 加仓 |
| META | META PLATFORMS INC | $621.02万 | 1.68% | 11,025 | -142 | -1.3% | -$8.00万 | 减仓 |
| AVGO | BROADCOM INC | $496.70万 | 1.34% | 13,149 | -1,307 | -9.0% | -$49.37万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $417.74万 | 1.13% | 14,855 | 2,145 | 16.9% | $60.32万 | 加仓 |
| IVV | ISHARES TR | $417.06万 | 1.13% | 5,569 | 1,195 | 27.3% | $89.49万 | 加仓 |
| BX | BLACKSTONE INC | $392.77万 | 1.06% | 33,379 | 3,463 | 11.6% | $40.75万 | 加仓 |
| CAT | CATERPILLAR INC | $360.31万 | 0.97% | 3,384 | -14 | -0.4% | -$1.49万 | 减仓 |
| RBRK | RUBRIK INC. | $354.81万 | 0.96% | 44,197 | 9,125 | 26.0% | $73.26万 | 加仓 |
| KVUE | KENVUE INC | $338.50万 | 0.91% | 177,130 | 34,672 | 24.3% | $66.26万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $333.84万 | 0.90% | 81,985 | -881 | -1.1% | -$3.59万 | 减仓 |
| URI | UNITED RENTALS INC | $333.53万 | 0.90% | 2,944 | 28 | 1.0% | $3.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $291.24万 | 0.79% | 33,810 | 1,092 | 3.3% | $9.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $290.06万 | 0.78% | 35,784 | 103 | 0.3% | $8,349 | 加仓 |
| TSLA | TESLA INC | $275.58万 | 0.74% | 6,552 | -113 | -1.7% | -$4.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.46万 | 0.74% | 5,485 | 175 | 3.3% | $8.76万 | 加仓 |
| ABBV | ABBVIE INC | $270.66万 | 0.73% | 10,756 | 775 | 7.8% | $19.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $262.32万 | 0.71% | 3,819 | -167 | -4.2% | -$11.47万 | 减仓 |
| INTC | INTEL CORP | $261.18万 | 0.70% | 18,705 | -1,775 | -8.7% | -$24.78万 | 减仓 |
| BA | BOEING CO | $257.73万 | 0.70% | 11,906 | -70 | -0.6% | -$1.52万 | 减仓 |
| MELI | MERCADOLIBRE INC | $250.37万 | 0.68% | 1,475 | 292 | 24.7% | $49.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $243.57万 | 0.66% | 14,694 | -293 | -2.0% | -$4.86万 | 减仓 |
| ITOT | ISHARES TR | $234.84万 | 0.63% | 14,296 | -155 | -1.1% | -$2.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $219.33万 | 0.59% | 6,551 | -300 | -4.4% | -$10.04万 | 减仓 |
| GEV | GE VERNOVA INC | $209.15万 | 0.56% | 1,780 | 78 | 4.6% | $9.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $205.02万 | 0.55% | 2,784 | -15 | -0.5% | -$1.10万 | 减仓 |
| IJH | ISHARES TR | $204.88万 | 0.55% | 26,570 | 3,675 | 16.1% | $28.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $203.86万 | 0.55% | 4,905 | -62 | -1.2% | -$2.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $195.93万 | 0.53% | 2,710 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $191.71万 | 0.52% | 33,943 | 797 | 2.4% | $4.50万 | 加仓 |
| PFE | PFIZER INC | $188.02万 | 0.51% | 78,083 | 2,008 | 2.6% | $4.84万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $186.80万 | 0.50% | 114,250 | -1,250 | -1.1% | -$2.04万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $186.18万 | 0.50% | 30,293 | -1,213 | -3.9% | -$7.46万 | 减仓 |
| SNDK | SANDISK CORP | $184.17万 | 0.50% | 810 | -250 | -23.6% | -$56.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $175.74万 | 0.47% | 6,920 | 412 | 6.3% | $10.46万 | 加仓 |
| C | CITIGROUP INC | $163.26万 | 0.44% | 11,665 | -115 | -1.0% | -$1.61万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $160.61万 | 0.43% | 5,485 | -169 | -3.0% | -$4.95万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $155.46万 | 0.42% | 53,812 | 2,442 | 4.8% | $7.05万 | 加仓 |
| — | EXXON MOBIL CORP | $150.95万 | 0.41% | 11,041 | -189 | -1.7% | -$2.58万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $150.55万 | 0.41% | 248,021 | 5,700 | 2.4% | $3.46万 | 加仓 |
| WMT | WALMART INC | $139.06万 | 0.38% | 12,278 | 545 | 4.6% | $6.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $137.44万 | 0.37% | 2,366 | -150 | -6.0% | -$8.71万 | 减仓 |
| IVE | ISHARES TR | $136.55万 | 0.37% | 6,014 | 2 | 0.0% | $454 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $135.21万 | 0.36% | 31,935 | 451 | 1.4% | $1.91万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $134.91万 | 0.36% | 32,650 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $130.74万 | 0.35% | 3,498 | 8 | 0.2% | $2,990 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $130.63万 | 0.35% | 21,032 | -611 | -2.8% | -$3.79万 | 减仓 |
| MRK | MERCK & CO INC | $130.61万 | 0.35% | 10,164 | 350 | 3.6% | $4.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $128.33万 | 0.35% | 8,751 | 595 | 7.3% | $8.73万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $124.31万 | 0.34% | 4,173 | 1,848 | 79.5% | $55.05万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $123.64万 | 0.33% | 5,173 | -34 | -0.7% | -$8,126 | 减仓 |
| GLW | CORNING INC | $122.53万 | 0.33% | 4,797 | 4,797 | — | $122.53万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $122.44万 | 0.33% | 7,166 | 7,166 | — | $122.44万 | 新建仓 |
| — | EA SERIES TRUST | $118.47万 | 0.32% | 28,321 | 155 | 0.6% | $6,484 | 加仓 |
| NEE | NEXTERA ENERGY INC | $118.13万 | 0.32% | 13,459 | -22 | -0.2% | -$1,931 | 减仓 |
| BAC | BANK OF AMER CORP | $117.65万 | 0.32% | 20,647 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $114.97万 | 0.31% | 5,500 | 500 | 10.0% | $10.45万 | 加仓 |
| V | VISA INC | $110.69万 | 0.30% | 3,226 | 19 | 0.6% | $6,519 | 加仓 |
| QYLD | GLOBAL X FDS | $108.70万 | 0.29% | 58,979 | 90 | 0.2% | $1,659 | 加仓 |
| IBRX | IMMUNITYBIO INC | $106.68万 | 0.29% | 121,850 | 3,500 | 3.0% | $3.06万 | 加仓 |
| AMGN | AMGEN INC | $105.20万 | 0.28% | 2,905 | 155 | 5.6% | $5.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $104.21万 | 0.28% | 8,719 | 111 | 1.3% | $1.33万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $102.20万 | 0.28% | 1,600 | -100 | -5.9% | -$6.39万 | 减仓 |
| IJR | ISHARES TR | $100.57万 | 0.27% | 6,781 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $99.04万 | 0.27% | 2,808 | 290 | 11.5% | $10.23万 | 加仓 |
| DAL | DELTA AIR LINES INC | $96.70万 | 0.26% | 10,325 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $96.53万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $89.94万 | 0.24% | 16,935 | -717 | -4.1% | -$3.81万 | 减仓 |
| PBI | PITNEY BOWES INC | $89.35万 | 0.24% | 51,000 | -10,000 | -16.4% | -$17.52万 | 减仓 |
| LLY | ELI LILLY & CO | $88.99万 | 0.24% | 742 | 8 | 1.1% | $9,594 | 加仓 |
| ORCL | ORACLE CORP | $88.01万 | 0.24% | 6,005 | 2,280 | 61.2% | $33.41万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $86.04万 | 0.23% | 11,650 | 11,650 | — | $86.04万 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $84.97万 | 0.23% | 16,755 | 16 | 0.1% | $811 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.35万 | 0.22% | 891 | 17 | 1.9% | $1.59万 | 加仓 |
| IXUS | ISHARES TR | $81.98万 | 0.22% | 8,590 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.55万 | 0.22% | 1,092 | -31 | -2.8% | -$2.32万 | 减仓 |
| STT | STATE STR CORP | $80.63万 | 0.22% | 4,754 | -800 | -14.4% | -$13.57万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.99万 | 0.22% | 10,121 | 1 | 0.0% | $79 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $79.37万 | 0.21% | 13,775 | -100 | -0.7% | -$5,762 | 减仓 |
| SLV | ISHARES SILVER TR | $78.06万 | 0.21% | 14,598 | 2,708 | 22.8% | $14.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.82万 | 0.21% | 769 | 52 | 7.3% | $5.26万 | 加仓 |
| ASML | ASML HLDG NV | $76.62万 | 0.21% | 385 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $74.57万 | 0.20% | 4,701 | -1,081 | -18.7% | -$17.15万 | 减仓 |
| RTX | RTX CORPORATION | $74.00万 | 0.20% | 3,900 | -696 | -15.1% | -$13.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $72.19万 | 0.19% | 946 | 946 | — | $72.19万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $71.86万 | 0.19% | 9,789 | 678 | 7.4% | $4.98万 | 加仓 |
| DGRO | ISHARES TR | $69.83万 | 0.19% | 9,213 | 314 | 3.5% | $2.38万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $67.46万 | 0.18% | 3,561 | -10 | -0.3% | -$1,894 | 减仓 |
| VXUS | VANGUARD STAR FDS | $67.15万 | 0.18% | 7,855 | -20 | -0.3% | -$1,710 | 减仓 |
| IWV | ISHARES TR | $66.90万 | 0.18% | 1,569 | 0 | 0.0% | — | 不变 |