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 |
|---|---|---|---|---|---|---|---|---|
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,891,917 | -100.0% | -$4,077.08万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -28,850 | -100.0% | -$109.51万 | 清仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,025 | -100.0% | -$59.86万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$43.10万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -384 | -100.0% | -$41.10万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$39.13万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -3,090 | -100.0% | -$34.95万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,755 | -100.0% | -$31.34万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -511 | -100.0% | -$26.08万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,636 | -100.0% | -$21.62万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,667 | -100.0% | -$20.98万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -24,500 | -100.0% | -$9.31万 | 清仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $1.38万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BEYOND AIR INC | $1.96万 | 0.01% | 28,355 | -3,325 | -10.5% | -$2,295 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $2.22万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| LODE | COMSTOCK INC | $3.35万 | 0.01% | 11,000 | 11,000 | — | $3.35万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $6.44万 | 0.02% | 20,000 | -200 | -1.0% | -$644 | 减仓 |
| OGN | ORGANON & CO | $7.49万 | 0.03% | 12,512 | -21,309 | -63.0% | -$12.76万 | 重新持有 |
| — | SCYNEXIS INC | $8.02万 | 0.03% | 87,500 | -4,000 | -4.4% | -$3,668 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $11.36万 | 0.04% | 15,000 | 15,000 | — | $11.36万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $11.38万 | 0.04% | 10,500 | -18,000 | -63.2% | -$19.51万 | 重新持有 |
| — | EATON VANCE RISK-MANAGED DIV | $12.32万 | 0.04% | 15,075 | -75 | -0.5% | -$613 | 减仓 |
| — | HUMACYTE INC | $12.41万 | 0.04% | 204,500 | 51,433 | 33.6% | $3.12万 | 加仓 |
| — | STEREOTAXIS INC | $12.60万 | 0.04% | 68,500 | -560 | -0.8% | -$1,030 | 减仓 |
| KSS | KOHLS CORP | $12.90万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $13.76万 | 0.05% | 33,000 | 8,000 | 32.0% | $3.34万 | 加仓 |
| — | ZENATECH INC | $14.43万 | 0.05% | 63,000 | 15,000 | 31.2% | $3.44万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $15.70万 | 0.06% | 18,210 | 18,210 | — | $15.70万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $16.61万 | 0.06% | 10,099 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $17.58万 | 0.06% | 93,492 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $19.77万 | 0.07% | 18,405 | -675 | -3.5% | -$7,249 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $20.01万 | 0.07% | 5,345 | 5,345 | — | $20.01万 | 新建仓 |
| ITA | ISHARES TR | $20.29万 | 0.07% | 928 | 928 | — | $20.29万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.58万 | 0.07% | 1,296 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $20.61万 | 0.07% | 2,660 | -4,090 | -60.6% | -$31.69万 | 重新持有 |
| WFC | WELLS FARGO & CO | $20.90万 | 0.07% | 2,625 | 2,625 | — | $20.90万 | 新建仓 |
| NKE | NIKE INC | $21.02万 | 0.07% | 3,980 | 3,980 | — | $21.02万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $21.07万 | 0.07% | 3,080 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $21.13万 | 0.07% | 21,000 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $21.18万 | 0.08% | 3,051 | 3,051 | — | $21.18万 | 新建仓 |
| FSLY | FASTLY INC | $21.22万 | 0.08% | 7,301 | -12,850 | -63.8% | -$37.34万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $21.41万 | 0.08% | 7,457 | 7,457 | — | $21.41万 | 新建仓 |
| IYW | ISHARES TR | $21.77万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $21.85万 | 0.08% | 2,090 | 2,090 | — | $21.85万 | 新建仓 |
| SSUS | STRATEGY SHS | $21.96万 | 0.08% | 4,703 | 114 | 2.5% | $5,322 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $22.01万 | 0.08% | 2,013 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $22.03万 | 0.08% | 1,180 | 75 | 6.8% | $1.40万 | 加仓 |
| SDY | SPDR SERIES TRUST | $22.04万 | 0.08% | 1,510 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $22.27万 | 0.08% | 10,300 | 4,600 | 80.7% | $9.95万 | 重新持有 |
| XRNPX | COHEN & STEERS REIT & PFD & | $22.33万 | 0.08% | 11,300 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.38万 | 0.08% | 448 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.54万 | 0.08% | 1,900 | 200 | 11.8% | $2.37万 | 加仓 |
| BUG | GLOBAL X FDS | $22.59万 | 0.08% | 8,995 | 8,995 | — | $22.59万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $22.78万 | 0.08% | 11,135 | 2,135 | 23.7% | $4.37万 | 加仓 |
| PEP | PEPSICO INC | $22.80万 | 0.08% | 1,468 | 25 | 1.7% | $3,882 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.03万 | 0.08% | 2,325 | 2,325 | — | $23.03万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.25万 | 0.08% | 748 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $23.27万 | 0.08% | 2,025 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $23.96万 | 0.08% | 3,203 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $24.07万 | 0.09% | 10,100 | 500 | 5.2% | $1.19万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $24.48万 | 0.09% | 10,900 | 400 | 3.8% | $8,984 | 加仓 |
| KLAC | KLA CORP | $24.74万 | 0.09% | 168 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $24.83万 | 0.09% | 2,560 | 10 | 0.4% | $970 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $25.11万 | 0.09% | 1,530 | -360 | -19.0% | -$5.91万 | 减仓 |
| DXCM | DEXCOM INC | $25.12万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $25.23万 | 0.09% | 20,935 | 20,935 | — | $25.23万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $25.25万 | 0.09% | 5,575 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $25.78万 | 0.09% | 723 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $25.86万 | 0.09% | 5,237 | -693 | -11.7% | -$3.42万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $25.96万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $26.10万 | 0.09% | 1,725 | 1,725 | — | $26.10万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.13万 | 0.09% | 1,786 | -3,690 | -67.4% | -$53.98万 | 重新持有 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $26.40万 | 0.09% | 16,426 | 16,426 | — | $26.40万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $26.66万 | 0.09% | 13,814 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $26.68万 | 0.09% | 51,400 | 5,000 | 10.8% | $2.60万 | 加仓 |
| AOA | ISHARES TR | $26.88万 | 0.10% | 3,037 | -666 | -18.0% | -$5.89万 | 减仓 |
| CSCO | CISCO SYS INC | $27.27万 | 0.10% | 3,514 | 260 | 8.0% | $2.02万 | 加仓 |
| HAL | HALLIBURTON CO | $27.29万 | 0.10% | 7,000 | 7,000 | — | $27.29万 | 新建仓 |
| KEY | KEYCORP | $27.50万 | 0.10% | 13,714 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $27.74万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $28.12万 | 0.10% | 3,013 | 2 | 0.1% | $187 | 加仓 |
| QXO | QXO INC | $28.16万 | 0.10% | 14,500 | -375 | -2.5% | -$7,283 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.21万 | 0.10% | 650 | 0 | 0.0% | — | 不变 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $28.24万 | 0.10% | 6,961 | 3 | 0.0% | $122 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.31万 | 0.10% | 1,325 | -195 | -12.8% | -$4.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $28.62万 | 0.10% | 1,785 | 620 | 53.2% | $9.94万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.23万 | 0.10% | 4,663 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $29.34万 | 0.10% | 1,298 | 1 | 0.1% | $226 | 加仓 |
| LQD | ISHARES TR | $29.56万 | 0.10% | 2,712 | 54 | 2.0% | $5,886 | 加仓 |
| AMT | AMERICAN TOWER CORP | $29.63万 | 0.10% | 1,717 | -20 | -1.2% | -$3,451 | 减仓 |
| DE | DEERE & CO | $29.85万 | 0.11% | 530 | 530 | — | $29.85万 | 新建仓 |
| CSX | CSX CORP | $30.24万 | 0.11% | 7,366 | 1 | 0.0% | $41 | 加仓 |
| VOE | VANGUARD INDEX FDS | $30.26万 | 0.11% | 1,642 | 27 | 1.7% | $4,975 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.40万 | 0.11% | 3,258 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $30.45万 | 0.11% | 10,044 | 1,776 | 21.5% | $5.38万 | 加仓 |
| SHY | ISHARES TR | $30.53万 | 0.11% | 3,697 | 9 | 0.2% | $743 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $31.64万 | 0.11% | 9,576 | 131 | 1.4% | $4,328 | 加仓 |