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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,738.83万 | 9.71% | 157,043 | -1,436 | -0.9% | -$25.04万 | 减仓 |
| AAPL | APPLE INC | $2,044.46万 | 7.24% | 80,557 | -1,317 | -1.6% | -$33.42万 | 减仓 |
| AMZN | AMAZON COM INC | $1,324.70万 | 4.69% | 63,605 | 1,658 | 2.7% | $34.53万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $898.49万 | 3.18% | 143,300 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $885.91万 | 3.14% | 27,615 | 151 | 0.5% | $4.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $873.66万 | 3.10% | 29,700 | 128 | 0.4% | $3.77万 | 加仓 |
| GOOGL | ALPHABET INC | $838.25万 | 2.97% | 29,150 | 84 | 0.3% | $2.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $703.31万 | 2.49% | 20,818 | 1,443 | 7.4% | $48.75万 | 加仓 |
| META | META PLATFORMS INC | $638.89万 | 2.26% | 11,167 | 162 | 1.5% | $9.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $626.39万 | 2.22% | 16,922 | 397 | 2.4% | $14.70万 | 加仓 |
| AVGO | BROADCOM INC | $447.44万 | 1.59% | 14,456 | 300 | 2.1% | $9.29万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $383.44万 | 1.36% | 44,700 | -550 | -1.2% | -$4.72万 | 减仓 |
| BX | BLACKSTONE INC | $344.01万 | 1.22% | 29,916 | 5,825 | 24.2% | $66.98万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $325.50万 | 1.15% | 82,866 | 5,756 | 7.5% | $22.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $310.07万 | 1.10% | 14,987 | -342 | -2.2% | -$7.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $308.08万 | 1.09% | 12,710 | 840 | 7.1% | $20.36万 | 加仓 |
| IVV | ISHARES TR | $285.71万 | 1.01% | 4,374 | 98 | 2.3% | $6.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $254.46万 | 0.90% | 5,310 | 5 | 0.1% | $2,396 | 加仓 |
| TSLA | TESLA INC | $247.77万 | 0.88% | 6,665 | -690 | -9.4% | -$25.65万 | 减仓 |
| KVUE | KENVUE INC | $245.60万 | 0.87% | 142,458 | 33,494 | 30.7% | $57.74万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $243.63万 | 0.86% | 35,681 | 252 | 0.7% | $1.72万 | 加仓 |
| CAT | CATERPILLAR INC | $240.74万 | 0.85% | 3,398 | 365 | 12.0% | $25.86万 | 加仓 |
| BA | BOEING CO | $238.36万 | 0.84% | 11,976 | 619 | 5.5% | $12.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $238.19万 | 0.84% | 5,453 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $238.16万 | 0.84% | 3,986 | 5 | 0.1% | $2,987 | 加仓 |
| ABBV | ABBVIE INC | $217.08万 | 0.77% | 9,981 | -23 | -0.2% | -$5,002 | 减仓 |
| PFE | PFIZER INC | $213.62万 | 0.76% | 76,075 | 3,959 | 5.5% | $11.12万 | 加仓 |
| URI | UNITED RENTALS INC | $212.42万 | 0.75% | 2,916 | 171 | 6.2% | $12.46万 | 加仓 |
| ITOT | ISHARES TR | $205.83万 | 0.73% | 14,451 | -300 | -2.0% | -$4.27万 | 减仓 |
| MELI | MERCADOLIBRE INC | $204.54万 | 0.72% | 1,183 | 930 | 367.6% | $160.80万 | 加仓 |
| — | EXXON MOBIL CORP | $190.52万 | 0.68% | 11,230 | -902 | -7.4% | -$15.30万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $187.87万 | 0.67% | 33,146 | 1,540 | 4.9% | $8.73万 | 加仓 |
| GOOG | ALPHABET INC | $185.57万 | 0.66% | 6,469 | -338 | -5.0% | -$9.70万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $174.92万 | 0.62% | 31,506 | -2,087 | -6.2% | -$11.59万 | 减仓 |
| RBRK | RUBRIK INC. | $171.75万 | 0.61% | 35,072 | 35,072 | — | $171.75万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $171.66万 | 0.61% | 6,851 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $164.29万 | 0.58% | 32,650 | 500 | 1.6% | $2.52万 | 加仓 |
| ALAB | ASTERA LABS INC | $161.82万 | 0.57% | 14,765 | 14,765 | — | $161.82万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $161.57万 | 0.57% | 2,799 | 11 | 0.4% | $6,350 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $159.08万 | 0.56% | 6,508 | -35 | -0.5% | -$8,555 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $158.05万 | 0.56% | 31,484 | -4,033 | -11.4% | -$20.25万 | 减仓 |
| IJH | ISHARES TR | $154.61万 | 0.55% | 22,895 | 300 | 1.3% | $2.03万 | 加仓 |
| GEV | GE VERNOVA INC | $148.58万 | 0.53% | 1,702 | 69 | 4.2% | $6.02万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $147.77万 | 0.52% | 5,207 | 35 | 0.7% | $9,932 | 加仓 |
| WMT | WALMART INC | $145.81万 | 0.52% | 11,733 | -249 | -2.1% | -$3.09万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $139.37万 | 0.49% | 51,370 | 13,390 | 35.3% | $36.33万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $134.39万 | 0.48% | 4,967 | -69 | -1.4% | -$1.87万 | 减仓 |
| C | CITIGROUP INC | $133.60万 | 0.47% | 11,780 | -200 | -1.7% | -$2.27万 | 减仓 |
| IVE | ISHARES TR | $126.94万 | 0.45% | 6,012 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $125.52万 | 0.44% | 242,321 | 56,899 | 30.7% | $29.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $125.22万 | 0.44% | 13,481 | 340 | 2.6% | $3.16万 | 加仓 |
| MRK | MERCK & CO INC | $118.05万 | 0.42% | 9,814 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $117.80万 | 0.42% | 8,156 | -134 | -1.6% | -$1.94万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $115.85万 | 0.41% | 115,500 | -5,000 | -4.1% | -$5.01万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $110.44万 | 0.39% | 5,654 | -40 | -0.7% | -$7,813 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $108.48万 | 0.38% | 21,643 | 4,447 | 25.9% | $22.29万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.14万 | 0.38% | 17,652 | 396 | 2.3% | $2.43万 | 加仓 |
| — | EA SERIES TRUST | $101.00万 | 0.36% | 28,166 | 5,695 | 25.3% | $20.42万 | 加仓 |
| QYLD | GLOBAL X FDS | $100.99万 | 0.36% | 58,889 | -3,105 | -5.0% | -$5.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $100.65万 | 0.36% | 20,647 | -265 | -1.3% | -$1.29万 | 减仓 |
| GE | GE AEROSPACE | $99.04万 | 0.35% | 3,490 | 439 | 14.4% | $12.46万 | 加仓 |
| V | VISA INC | $96.92万 | 0.34% | 3,207 | 5 | 0.2% | $1,511 | 加仓 |
| AMGN | AMGEN INC | $96.77万 | 0.34% | 2,750 | 1 | 0.0% | $352 | 加仓 |
| AMAT | APPLIED MATLS INC | $92.63万 | 0.33% | 2,710 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $90.77万 | 0.32% | 118,350 | 25,350 | 27.3% | $19.44万 | 加仓 |
| INTC | INTEL CORP | $90.38万 | 0.32% | 20,480 | 950 | 4.9% | $4.19万 | 加仓 |
| RTX | RTX CORPORATION | $88.66万 | 0.31% | 4,596 | -51 | -1.1% | -$9,838 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $87.09万 | 0.31% | 874 | 10 | 1.2% | $9,964 | 加仓 |
| VST | VISTRA CORP | $86.92万 | 0.31% | 5,782 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $84.29万 | 0.30% | 6,781 | 600 | 9.7% | $7.46万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $84.15万 | 0.30% | 13,875 | -1,800 | -11.5% | -$10.92万 | 减仓 |
| HD | HOME DEPOT INC | $82.82万 | 0.29% | 2,518 | 2 | 0.1% | $658 | 加仓 |
| MS | MORGAN STANLEY | $82.28万 | 0.29% | 5,000 | -75 | -1.5% | -$1.23万 | 减仓 |
| SLV | ISHARES SILVER TR | $81.02万 | 0.29% | 11,890 | -6,289 | -34.6% | -$42.85万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $80.22万 | 0.28% | 10,120 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $75.09万 | 0.27% | 1,076 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $74.43万 | 0.26% | 8,590 | 656 | 8.3% | $5.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.03万 | 0.26% | 1,123 | 37 | 3.4% | $2.41万 | 加仓 |
| STT | STATE STR CORP | $70.29万 | 0.25% | 5,554 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $68.64万 | 0.24% | 10,325 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $67.50万 | 0.24% | 734 | -84 | -10.3% | -$7.73万 | 减仓 |
| PBI | PITNEY BOWES INC | $67.41万 | 0.24% | 61,000 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $67.35万 | 0.24% | 1,060 | 1,060 | — | $67.35万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $67.09万 | 0.24% | 9,111 | 105 | 1.2% | $7,732 | 加仓 |
| T | AT&T INC | $63.80万 | 0.23% | 22,008 | -1,402 | -6.0% | -$4.06万 | 减仓 |
| DGRO | ISHARES TR | $62.45万 | 0.22% | 8,899 | 436 | 5.2% | $3.06万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $61.96万 | 0.22% | 14,191 | -196 | -1.4% | -$8,557 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $61.79万 | 0.22% | 44,807 | -560 | -1.2% | -$7,722 | 减仓 |
| WY | WEYERHAEUSER CO | $61.08万 | 0.22% | 25,000 | 7,500 | 42.9% | $18.32万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $60.84万 | 0.22% | 16,739 | -190 | -1.1% | -$6,906 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $60.77万 | 0.22% | 124,780 | 124,780 | — | $60.77万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $60.72万 | 0.22% | 7,875 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $60.70万 | 0.22% | 717 | 46 | 6.9% | $3.89万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.80万 | 0.21% | 5,824 | -100 | -1.7% | -$1.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $58.81万 | 0.21% | 8,912 | 484 | 5.7% | $3.19万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $58.43万 | 0.21% | 2,092 | 25 | 1.2% | $6,983 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $58.22万 | 0.21% | 13,028 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $58.16万 | 0.21% | 1,569 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $57.31万 | 0.20% | 5,805 | 1 | 0.0% | $99 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $57.14万 | 0.20% | 3,858 | 0 | 0.0% | — | 不变 |