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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $37.08万 | 0.10% | 3,735 | 1,645 | 78.7% | $16.33万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.16万 | 0.10% | 3,835 | 822 | 27.3% | $7.96万 | 加仓 |
| ALT | ALTIMMUNE INC | $37.29万 | 0.10% | 122,650 | -9,300 | -7.0% | -$2.83万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $39.12万 | 0.11% | 2,711 | 1 | 0.0% | $144 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.33万 | 0.11% | 10,700 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $39.56万 | 0.11% | 3,258 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $39.93万 | 0.11% | 1,209 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $40.06万 | 0.11% | 37,898 | 37,898 | — | $40.06万 | 新建仓 |
| BUG | GLOBAL X FDS | $40.94万 | 0.11% | 10,720 | 1,725 | 19.2% | $6.59万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $41.29万 | 0.11% | 58,560 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $41.41万 | 0.11% | 4,160 | 1,500 | 56.4% | $14.93万 | 加仓 |
| GLD | SPDR GOLD TR | $41.52万 | 0.11% | 1,127 | 160 | 16.5% | $5.89万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $41.71万 | 0.11% | 3,275 | 715 | 27.9% | $9.11万 | 加仓 |
| CSCO | CISCO SYS INC | $41.81万 | 0.11% | 3,559 | 45 | 1.3% | $5,286 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $42.16万 | 0.11% | 9,050 | -250 | -2.7% | -$1.16万 | 减仓 |
| SPYI | NEOS ETF TRUST | $43.38万 | 0.12% | 8,171 | 8,171 | — | $43.38万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $43.50万 | 0.12% | 4,842 | 179 | 3.8% | $1.61万 | 加仓 |
| T | AT&T INC | $43.65万 | 0.12% | 21,088 | -920 | -4.2% | -$1.90万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $43.71万 | 0.12% | 53,900 | 2,500 | 4.9% | $2.03万 | 加仓 |
| DHR | DANAHER CORP DEL | $43.94万 | 0.12% | 2,307 | 1 | 0.0% | $190 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $44.20万 | 0.12% | 56,090 | 0 | 0.0% | — | 不变 |
| ALAI | THE ALGER ETF TRUST | $44.27万 | 0.12% | 9,701 | 125 | 1.3% | $5,705 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $44.30万 | 0.12% | 76,244 | 2,000 | 2.7% | $1.16万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.76万 | 0.13% | 9,394 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $47.06万 | 0.13% | 47,972 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $47.73万 | 0.13% | 1,922 | -170 | -8.1% | -$4.22万 | 减仓 |
| NFLX | NETFLIX INC. | $48.08万 | 0.13% | 6,734 | 894 | 15.3% | $6.38万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $48.09万 | 0.13% | 4,381 | 930 | 26.9% | $10.21万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $48.13万 | 0.13% | 6,300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $48.28万 | 0.13% | 15,226 | 1,670 | 12.3% | $5.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.22万 | 0.13% | 2,080 | 600 | 40.5% | $14.20万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $49.39万 | 0.13% | 1,145 | -385 | -25.2% | -$16.61万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $49.77万 | 0.13% | 6,022 | 301 | 5.3% | $2.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.18万 | 0.14% | 14,828 | 1,510 | 11.3% | $5.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.51万 | 0.14% | 4,329 | 2,543 | 142.4% | $29.67万 | 加仓 |
| KLAC | KLA CORP | $50.69万 | 0.14% | 1,680 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $50.83万 | 0.14% | 41,294 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $50.97万 | 0.14% | 2,604 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $51.72万 | 0.14% | 4,723 | 351 | 8.0% | $3.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.91万 | 0.14% | 5,383 | 375 | 7.5% | $3.62万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $52.11万 | 0.14% | 9,500 | -500 | -5.0% | -$2.74万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $53.59万 | 0.14% | 39,995 | -100 | -0.2% | -$1,340 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $53.85万 | 0.15% | 1,950 | 1,950 | — | $53.85万 | 新建仓 |
| — | HUMACYTE INC | $54.15万 | 0.15% | 693,920 | 489,420 | 239.3% | $38.19万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $54.59万 | 0.15% | 36,685 | 67 | 0.2% | $997 | 加仓 |
| AMLP | ALPS ETF TR | $55.45万 | 0.15% | 10,694 | -61 | -0.6% | -$3,163 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $55.72万 | 0.15% | 46,313 | -67 | -0.1% | -$806 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $57.19万 | 0.15% | 17,200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $57.42万 | 0.15% | 1,325 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $59.07万 | 0.16% | 37,577 | -733 | -1.9% | -$1.15万 | 减仓 |
| WY | WEYERHAEUSER CO | $59.85万 | 0.16% | 25,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $60.31万 | 0.16% | 6,647 | 823 | 14.1% | $7.47万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $60.32万 | 0.16% | 124,113 | -667 | -0.5% | -$3,242 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $60.43万 | 0.16% | 11,000 | -1,000 | -8.3% | -$5.49万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $60.79万 | 0.16% | 3,846 | -12 | -0.3% | -$1,897 | 减仓 |
| IEFA | ISHARES TR | $61.69万 | 0.17% | 6,387 | 6,387 | — | $61.69万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $61.75万 | 0.17% | 14,196 | 5 | 0.0% | $217 | 加仓 |
| MO | ALTRIA GROUP INC | $62.80万 | 0.17% | 8,728 | -184 | -2.1% | -$1.32万 | 减仓 |
| S | SENTINELONE INC | $63.89万 | 0.17% | 37,650 | 650 | 1.8% | $1.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $64.05万 | 0.17% | 1,878 | 93 | 5.2% | $3.17万 | 加仓 |
| XHB | SPDR SERIES TRUST | $64.06万 | 0.17% | 5,543 | -262 | -4.5% | -$3.03万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $64.87万 | 0.18% | 12,727 | -301 | -2.3% | -$1.53万 | 减仓 |
| CVS | CVS HEALTH CORP | $66.38万 | 0.18% | 6,417 | 561 | 9.6% | $5.80万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $66.46万 | 0.18% | 45,709 | 902 | 2.0% | $1.31万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $66.56万 | 0.18% | 2,685 | 100 | 3.9% | $2.48万 | 加仓 |
| IWV | ISHARES TR | $66.90万 | 0.18% | 1,569 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $67.15万 | 0.18% | 7,855 | -20 | -0.3% | -$1,710 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $67.46万 | 0.18% | 3,561 | -10 | -0.3% | -$1,894 | 减仓 |
| DGRO | ISHARES TR | $69.83万 | 0.19% | 9,213 | 314 | 3.5% | $2.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.86万 | 0.19% | 9,789 | 678 | 7.4% | $4.98万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $72.19万 | 0.19% | 946 | 946 | — | $72.19万 | 新建仓 |
| RTX | RTX CORPORATION | $74.00万 | 0.20% | 3,900 | -696 | -15.1% | -$13.21万 | 减仓 |
| VST | VISTRA CORP | $74.57万 | 0.20% | 4,701 | -1,081 | -18.7% | -$17.15万 | 减仓 |
| ASML | ASML HLDG NV | $76.62万 | 0.21% | 385 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $77.82万 | 0.21% | 769 | 52 | 7.3% | $5.26万 | 加仓 |
| SLV | ISHARES SILVER TR | $78.06万 | 0.21% | 14,598 | 2,708 | 22.8% | $14.48万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $79.37万 | 0.21% | 13,775 | -100 | -0.7% | -$5,762 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.99万 | 0.22% | 10,121 | 1 | 0.0% | $79 | 加仓 |
| STT | STATE STR CORP | $80.63万 | 0.22% | 4,754 | -800 | -14.4% | -$13.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $81.55万 | 0.22% | 1,092 | -31 | -2.8% | -$2.32万 | 减仓 |
| IXUS | ISHARES TR | $81.98万 | 0.22% | 8,590 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $83.35万 | 0.22% | 891 | 17 | 1.9% | $1.59万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $84.97万 | 0.23% | 16,755 | 16 | 0.1% | $811 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $86.04万 | 0.23% | 11,650 | 11,650 | — | $86.04万 | 新建仓 |
| ORCL | ORACLE CORP | $88.01万 | 0.24% | 6,005 | 2,280 | 61.2% | $33.41万 | 加仓 |
| LLY | ELI LILLY & CO | $88.99万 | 0.24% | 742 | 8 | 1.1% | $9,594 | 加仓 |
| PBI | PITNEY BOWES INC | $89.35万 | 0.24% | 51,000 | -10,000 | -16.4% | -$17.52万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $89.94万 | 0.24% | 16,935 | -717 | -4.1% | -$3.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $96.53万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $96.70万 | 0.26% | 10,325 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $99.04万 | 0.27% | 2,808 | 290 | 11.5% | $10.23万 | 加仓 |
| IJR | ISHARES TR | $100.57万 | 0.27% | 6,781 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $102.20万 | 0.28% | 1,600 | -100 | -5.9% | -$6.39万 | 减仓 |
| VGT | VANGUARD WORLD FD | $104.21万 | 0.28% | 8,719 | 111 | 1.3% | $1.33万 | 加仓 |
| AMGN | AMGEN INC | $105.20万 | 0.28% | 2,905 | 155 | 5.6% | $5.61万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $106.68万 | 0.29% | 121,850 | 3,500 | 3.0% | $3.06万 | 加仓 |
| QYLD | GLOBAL X FDS | $108.70万 | 0.29% | 58,979 | 90 | 0.2% | $1,659 | 加仓 |
| V | VISA INC | $110.69万 | 0.30% | 3,226 | 19 | 0.6% | $6,519 | 加仓 |
| MS | MORGAN STANLEY | $114.97万 | 0.31% | 5,500 | 500 | 10.0% | $10.45万 | 加仓 |
| BAC | BANK OF AMER CORP | $117.65万 | 0.32% | 20,647 | 0 | 0.0% | — | 不变 |