WEALTH EFFECTS LLC
BOSTON MA · SEC CIK 0001907254
$2.82亿2026Q1 申报市值
237持仓数
41.0%前十大占比 · 第一大 9.7%
29 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RBRK 新建仓+$171.75万
ALAB 新建仓+$161.82万
MELI 加仓+$160.80万
SNDK 新建仓+$67.35万
BX 加仓+$66.98万
2026Q1 卖出最多 按季末市值估算
AVADEL PHARMACEU 清仓-$4,077.08万
TTD 清仓-$109.51万
ESTC 减仓-$64.42万
CLS 清仓-$59.86万
PLTR 重新持有-$53.98万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $31.83万 | 0.11% | 1,480 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $32.35万 | 0.11% | 2,710 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $32.67万 | 0.12% | 4,279 | 4,279 | — | $32.67万 | 新建仓 |
| FTMA | PUTNAM ETF TRUST | $32.72万 | 0.12% | 36,492 | 276 | 0.8% | $2,474 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $33.16万 | 0.12% | 4,045 | 197 | 5.1% | $1.61万 | 加仓 |
| TLTW | ISHARES TR | $33.18万 | 0.12% | 14,670 | 14,670 | — | $33.18万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $33.24万 | 0.12% | 3,571 | -76 | -2.1% | -$7,074 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.24万 | 0.12% | 550 | 12 | 2.2% | $7,253 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.29万 | 0.12% | 3,451 | 3,451 | — | $33.29万 | 新建仓 |
| SUB | ISHARES TR | $33.87万 | 0.12% | 3,180 | 888 | 38.7% | $9.46万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $34.11万 | 0.12% | 36,095 | 36,095 | — | $34.11万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $34.21万 | 0.12% | 6,898 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $34.94万 | 0.12% | 2,188 | -150 | -6.4% | -$2.40万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $35.06万 | 0.12% | 5,940 | -2,985 | -33.4% | -$17.62万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $35.26万 | 0.12% | 1,209 | -23 | -1.9% | -$6,708 | 减仓 |
| — | NUVEEN NEW JERSEY | $38.50万 | 0.14% | 31,300 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $38.80万 | 0.14% | 13,318 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $39.15万 | 0.14% | 9,300 | 300 | 3.3% | $1.26万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.19万 | 0.14% | 1,000 | -550 | -35.5% | -$21.55万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $39.86万 | 0.14% | 12,000 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $40.41万 | 0.14% | 58,560 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $40.49万 | 0.14% | 10,700 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $40.64万 | 0.14% | 131,950 | 20,200 | 18.1% | $6.22万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $41.21万 | 0.15% | 74,244 | 74,244 | — | $41.21万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $41.54万 | 0.15% | 47,972 | -95 | -0.2% | -$823 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.59万 | 0.15% | 13,556 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $41.61万 | 0.15% | 967 | -507 | -34.4% | -$21.82万 | 减仓 |
| CVS | CVS HEALTH CORP | $42.06万 | 0.15% | 5,856 | 96 | 1.7% | $6,895 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $42.29万 | 0.15% | 56,090 | 56,090 | — | $42.29万 | 新建仓 |
| DHR | DANAHER CORP DEL | $43.73万 | 0.15% | 2,306 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $44.42万 | 0.16% | 5,008 | -250 | -4.8% | -$2.22万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $45.09万 | 0.16% | 4,372 | 1 | 0.0% | $103 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $45.79万 | 0.16% | 6,300 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $45.98万 | 0.16% | 1,700 | -600 | -26.1% | -$16.23万 | 减仓 |
| DOW | DOW HLDGS INC | $46.74万 | 0.17% | 11,223 | 120 | 1.1% | $4,998 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $46.79万 | 0.17% | 40,095 | 9,795 | 32.3% | $11.43万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.79万 | 0.17% | 9,394 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.34万 | 0.17% | 5,721 | 101 | 1.8% | $8,357 | 加仓 |
| S | SENTINELONE INC | $47.66万 | 0.17% | 37,000 | -500 | -1.3% | -$6,440 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $47.78万 | 0.17% | 41,294 | 500 | 1.2% | $5,785 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $50.06万 | 0.18% | 36,618 | 69 | 0.2% | $943 | 加仓 |
| ASML | ASML HLDG NV | $50.87万 | 0.18% | 385 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $51.18万 | 0.18% | 2,516 | -413 | -14.1% | -$8.40万 | 减仓 |
| VPU | VANGUARD WORLD FD | $51.60万 | 0.18% | 2,604 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $51.91万 | 0.18% | 2,585 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $52.02万 | 0.18% | 38,310 | 38,310 | — | $52.02万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $52.10万 | 0.18% | 17,200 | -100 | -0.6% | -$3,029 | 减仓 |
| ESTC | ELASTIC N V | $52.81万 | 0.19% | 10,565 | -12,887 | -55.0% | -$64.42万 | 减仓 |
| ORCL | ORACLE CORP | $54.80万 | 0.19% | 3,725 | -170 | -4.4% | -$2.50万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $55.93万 | 0.20% | 46,380 | 46,380 | — | $55.93万 | 新建仓 |
| NFLX | NETFLIX INC. | $56.15万 | 0.20% | 5,840 | 390 | 7.2% | $3.75万 | 加仓 |
| AMLP | ALPS ETF TR | $56.61万 | 0.20% | 10,755 | 2,790 | 35.0% | $14.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $57.14万 | 0.20% | 3,858 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $57.31万 | 0.20% | 5,805 | 1 | 0.0% | $99 | 加仓 |
| IWV | ISHARES TR | $58.16万 | 0.21% | 1,569 | 0 | 0.0% | — | 不变 |
| MODL | VICTORY PORTFOLIOS II | $58.22万 | 0.21% | 13,028 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $58.43万 | 0.21% | 2,092 | 25 | 1.2% | $6,983 | 加仓 |
| MO | ALTRIA GROUP INC | $58.81万 | 0.21% | 8,912 | 484 | 5.7% | $3.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.80万 | 0.21% | 5,824 | -100 | -1.7% | -$1.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.70万 | 0.22% | 717 | 46 | 6.9% | $3.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $60.72万 | 0.22% | 7,875 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $60.77万 | 0.22% | 124,780 | 124,780 | — | $60.77万 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $60.84万 | 0.22% | 16,739 | -190 | -1.1% | -$6,906 | 减仓 |
| WY | WEYERHAEUSER CO | $61.08万 | 0.22% | 25,000 | 7,500 | 42.9% | $18.32万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $61.79万 | 0.22% | 44,807 | -560 | -1.2% | -$7,722 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $61.96万 | 0.22% | 14,191 | -196 | -1.4% | -$8,557 | 减仓 |
| DGRO | ISHARES TR | $62.45万 | 0.22% | 8,899 | 436 | 5.2% | $3.06万 | 加仓 |
| T | AT&T INC | $63.80万 | 0.23% | 22,008 | -1,402 | -6.0% | -$4.06万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $67.09万 | 0.24% | 9,111 | 105 | 1.2% | $7,732 | 加仓 |
| SNDK | SANDISK CORP | $67.35万 | 0.24% | 1,060 | 1,060 | — | $67.35万 | 新建仓 |
| PBI | PITNEY BOWES INC | $67.41万 | 0.24% | 61,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $67.50万 | 0.24% | 734 | -84 | -10.3% | -$7.73万 | 减仓 |
| DAL | DELTA AIR LINES INC | $68.64万 | 0.24% | 10,325 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $70.29万 | 0.25% | 5,554 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.03万 | 0.26% | 1,123 | 37 | 3.4% | $2.41万 | 加仓 |
| IXUS | ISHARES TR | $74.43万 | 0.26% | 8,590 | 656 | 8.3% | $5.68万 | 加仓 |
| VGT | VANGUARD WORLD FD | $75.09万 | 0.27% | 1,076 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $80.22万 | 0.28% | 10,120 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $81.02万 | 0.29% | 11,890 | -6,289 | -34.6% | -$42.85万 | 减仓 |
| MS | MORGAN STANLEY | $82.28万 | 0.29% | 5,000 | -75 | -1.5% | -$1.23万 | 减仓 |
| HD | HOME DEPOT INC | $82.82万 | 0.29% | 2,518 | 2 | 0.1% | $658 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.15万 | 0.30% | 13,875 | -1,800 | -11.5% | -$10.92万 | 减仓 |
| IJR | ISHARES TR | $84.29万 | 0.30% | 6,781 | 600 | 9.7% | $7.46万 | 加仓 |
| VST | VISTRA CORP | $86.92万 | 0.31% | 5,782 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $87.09万 | 0.31% | 874 | 10 | 1.2% | $9,964 | 加仓 |
| RTX | RTX CORPORATION | $88.66万 | 0.31% | 4,596 | -51 | -1.1% | -$9,838 | 减仓 |
| INTC | INTEL CORP | $90.38万 | 0.32% | 20,480 | 950 | 4.9% | $4.19万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $90.77万 | 0.32% | 118,350 | 25,350 | 27.3% | $19.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $92.63万 | 0.33% | 2,710 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $96.77万 | 0.34% | 2,750 | 1 | 0.0% | $352 | 加仓 |
| V | VISA INC | $96.92万 | 0.34% | 3,207 | 5 | 0.2% | $1,511 | 加仓 |
| GE | GE AEROSPACE | $99.04万 | 0.35% | 3,490 | 439 | 14.4% | $12.46万 | 加仓 |
| BAC | BANK AMERICA CORP | $100.65万 | 0.36% | 20,647 | -265 | -1.3% | -$1.29万 | 减仓 |
| QYLD | GLOBAL X FDS | $100.99万 | 0.36% | 58,889 | -3,105 | -5.0% | -$5.33万 | 减仓 |
| — | EA SERIES TRUST | $101.00万 | 0.36% | 28,166 | 5,695 | 25.3% | $20.42万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.14万 | 0.38% | 17,652 | 396 | 2.3% | $2.43万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $108.48万 | 0.38% | 21,643 | 4,447 | 25.9% | $22.29万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $110.44万 | 0.39% | 5,654 | -40 | -0.7% | -$7,813 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $115.85万 | 0.41% | 115,500 | -5,000 | -4.1% | -$5.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $117.80万 | 0.42% | 8,156 | -134 | -1.6% | -$1.94万 | 减仓 |