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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALPS ETF TR | $56.61万 | 0.20% | 10,755 | 2,790 | 35.0% | $14.69万 | 加仓 |
| NFLX | NETFLIX INC. | $56.15万 | 0.20% | 5,840 | 390 | 7.2% | $3.75万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $55.93万 | 0.20% | 46,380 | 46,380 | — | $55.93万 | 新建仓 |
| ORCL | ORACLE CORP | $54.80万 | 0.19% | 3,725 | -170 | -4.4% | -$2.50万 | 减仓 |
| ESTC | ELASTIC N V | $52.81万 | 0.19% | 10,565 | -12,887 | -55.0% | -$64.42万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $52.10万 | 0.18% | 17,200 | -100 | -0.6% | -$3,029 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $52.02万 | 0.18% | 38,310 | 38,310 | — | $52.02万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $51.91万 | 0.18% | 2,585 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $51.60万 | 0.18% | 2,604 | 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 |
| ASML | ASML HLDG NV | $50.87万 | 0.18% | 385 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $50.06万 | 0.18% | 36,618 | 69 | 0.2% | $943 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $47.78万 | 0.17% | 41,294 | 500 | 1.2% | $5,785 | 加仓 |
| S | SENTINELONE INC | $47.66万 | 0.17% | 37,000 | -500 | -1.3% | -$6,440 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $47.34万 | 0.17% | 5,721 | 101 | 1.8% | $8,357 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.79万 | 0.17% | 9,394 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE FUND | $46.79万 | 0.17% | 40,095 | 9,795 | 32.3% | $11.43万 | 加仓 |
| DOW | DOW HLDGS INC | $46.74万 | 0.17% | 11,223 | 120 | 1.1% | $4,998 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $45.98万 | 0.16% | 1,700 | -600 | -26.1% | -$16.23万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $45.79万 | 0.16% | 6,300 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $45.09万 | 0.16% | 4,372 | 1 | 0.0% | $103 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $44.42万 | 0.16% | 5,008 | -250 | -4.8% | -$2.22万 | 减仓 |
| DHR | DANAHER CORP DEL | $43.73万 | 0.15% | 2,306 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $42.29万 | 0.15% | 56,090 | 56,090 | — | $42.29万 | 新建仓 |
| CVS | CVS HEALTH CORP | $42.06万 | 0.15% | 5,856 | 96 | 1.7% | $6,895 | 加仓 |
| GLD | SPDR GOLD TR | $41.61万 | 0.15% | 967 | -507 | -34.4% | -$21.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.59万 | 0.15% | 13,556 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $41.54万 | 0.15% | 47,972 | -95 | -0.2% | -$823 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $41.21万 | 0.15% | 74,244 | 74,244 | — | $41.21万 | 新建仓 |
| ALT | ALTIMMUNE INC | $40.64万 | 0.14% | 131,950 | 20,200 | 18.1% | $6.22万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $40.49万 | 0.14% | 10,700 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $40.41万 | 0.14% | 58,560 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $39.86万 | 0.14% | 12,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.19万 | 0.14% | 1,000 | -550 | -35.5% | -$21.55万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $39.15万 | 0.14% | 9,300 | 300 | 3.3% | $1.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.80万 | 0.14% | 13,318 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $38.50万 | 0.14% | 31,300 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $35.26万 | 0.12% | 1,209 | -23 | -1.9% | -$6,708 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $35.06万 | 0.12% | 5,940 | -2,985 | -33.4% | -$17.62万 | 减仓 |
| TJX | TJX COS INC NEW | $34.94万 | 0.12% | 2,188 | -150 | -6.4% | -$2.40万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $34.21万 | 0.12% | 6,898 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $34.11万 | 0.12% | 36,095 | 36,095 | — | $34.11万 | 新建仓 |
| SUB | ISHARES TR | $33.87万 | 0.12% | 3,180 | 888 | 38.7% | $9.46万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.29万 | 0.12% | 3,451 | 3,451 | — | $33.29万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $33.24万 | 0.12% | 550 | 12 | 2.2% | $7,253 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $33.24万 | 0.12% | 3,571 | -76 | -2.1% | -$7,074 | 减仓 |
| TLTW | ISHARES TR | $33.18万 | 0.12% | 14,670 | 14,670 | — | $33.18万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $33.16万 | 0.12% | 4,045 | 197 | 5.1% | $1.61万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $32.72万 | 0.12% | 36,492 | 276 | 0.8% | $2,474 | 加仓 |
| COPX | GLOBAL X FDS | $32.67万 | 0.12% | 4,279 | 4,279 | — | $32.67万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $32.35万 | 0.11% | 2,710 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.83万 | 0.11% | 1,480 | 0 | 0.0% | — | 不变 |
| ALAI | THE ALGER ETF TRUST | $31.64万 | 0.11% | 9,576 | 131 | 1.4% | $4,328 | 加仓 |
| SHY | ISHARES TR | $30.53万 | 0.11% | 3,697 | 9 | 0.2% | $743 | 加仓 |
| PFF | ISHARES TR | $30.45万 | 0.11% | 10,044 | 1,776 | 21.5% | $5.38万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.40万 | 0.11% | 3,258 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $30.26万 | 0.11% | 1,642 | 27 | 1.7% | $4,975 | 加仓 |
| CSX | CSX CORP | $30.24万 | 0.11% | 7,366 | 1 | 0.0% | $41 | 加仓 |
| DE | DEERE & CO | $29.85万 | 0.11% | 530 | 530 | — | $29.85万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $29.63万 | 0.10% | 1,717 | -20 | -1.2% | -$3,451 | 减仓 |
| LQD | ISHARES TR | $29.56万 | 0.10% | 2,712 | 54 | 2.0% | $5,886 | 加仓 |
| — | HONEYWELL INTL INC | $29.34万 | 0.10% | 1,298 | 1 | 0.1% | $226 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.23万 | 0.10% | 4,663 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $28.62万 | 0.10% | 1,785 | 620 | 53.2% | $9.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.31万 | 0.10% | 1,325 | -195 | -12.8% | -$4.17万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $28.24万 | 0.10% | 6,961 | 3 | 0.0% | $122 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.21万 | 0.10% | 650 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $28.16万 | 0.10% | 14,500 | -375 | -2.5% | -$7,283 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $28.12万 | 0.10% | 3,013 | 2 | 0.1% | $187 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $27.74万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $27.50万 | 0.10% | 13,714 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $27.29万 | 0.10% | 7,000 | 7,000 | — | $27.29万 | 新建仓 |
| CSCO | CISCO SYS INC | $27.27万 | 0.10% | 3,514 | 260 | 8.0% | $2.02万 | 加仓 |
| AOA | ISHARES TR | $26.88万 | 0.10% | 3,037 | -666 | -18.0% | -$5.89万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $26.68万 | 0.09% | 51,400 | 5,000 | 10.8% | $2.60万 | 加仓 |
| ET | ENERGY TRANSFER L P | $26.66万 | 0.09% | 13,814 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $26.40万 | 0.09% | 16,426 | 16,426 | — | $26.40万 | 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 |
| ARM | ARM HOLDINGS PLC | $26.10万 | 0.09% | 1,725 | 1,725 | — | $26.10万 | 新建仓 |
| — | BLACKROCK ENERGY & RES TR | $25.96万 | 0.09% | 15,000 | 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 |
| IWB | ISHARES TR | $25.78万 | 0.09% | 723 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $25.25万 | 0.09% | 5,575 | 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 |
| DXCM | DEXCOM INC | $25.12万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $25.11万 | 0.09% | 1,530 | -360 | -19.0% | -$5.91万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $24.83万 | 0.09% | 2,560 | 10 | 0.4% | $970 | 加仓 |
| KLAC | KLA CORP | $24.74万 | 0.09% | 168 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $24.48万 | 0.09% | 10,900 | 400 | 3.8% | $8,984 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $24.07万 | 0.09% | 10,100 | 500 | 5.2% | $1.19万 | 加仓 |
| CSM | PROSHARES TR | $23.96万 | 0.08% | 3,203 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $23.27万 | 0.08% | 2,025 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.25万 | 0.08% | 748 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $23.03万 | 0.08% | 2,325 | 2,325 | — | $23.03万 | 新建仓 |
| PEP | PEPSICO INC | $22.80万 | 0.08% | 1,468 | 25 | 1.7% | $3,882 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $22.78万 | 0.08% | 11,135 | 2,135 | 23.7% | $4.37万 | 加仓 |
| BUG | GLOBAL X FDS | $22.59万 | 0.08% | 8,995 | 8,995 | — | $22.59万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.54万 | 0.08% | 1,900 | 200 | 11.8% | $2.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $22.38万 | 0.08% | 448 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $22.33万 | 0.08% | 11,300 | 0 | 0.0% | — | 不变 |