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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $27.02万 | 0.07% | 1,652 | -65 | -3.8% | -$1.06万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.00万 | 0.07% | 650 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $26.94万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $26.81万 | 0.07% | 26,725 | 16,225 | 154.5% | $16.27万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $26.72万 | 0.07% | 1,296 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $26.70万 | 0.07% | 8,890 | -21,996 | -71.2% | -$66.05万 | 重新持有 |
| SSUS | STRATEGY SHS | $26.60万 | 0.07% | 4,810 | 107 | 2.3% | $5,918 | 加仓 |
| ET | ENERGY TRANSFER L P | $26.41万 | 0.07% | 13,814 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $26.26万 | 0.07% | 21,335 | 400 | 1.9% | $4,924 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $26.02万 | 0.07% | 10,300 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $25.87万 | 0.07% | 2,025 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $25.74万 | 0.07% | 2,725 | 2,725 | — | $25.74万 | 新建仓 |
| QXO | QXO INC | $25.06万 | 0.07% | 14,500 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $24.83万 | 0.07% | 18,472 | 67 | 0.4% | $900 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $24.72万 | 0.07% | 3,000 | 3,000 | — | $24.72万 | 新建仓 |
| CRM | SALESFORCE INC | $24.67万 | 0.07% | 1,575 | 395 | 33.5% | $6.19万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $24.44万 | 0.07% | 10,099 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.18万 | 0.07% | 1,269 | 1,269 | — | $24.18万 | 新建仓 |
| HAL | HALLIBURTON CO | $23.77万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.38万 | 0.06% | 3,282 | 3,282 | — | $23.38万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.01万 | 0.06% | 448 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $22.98万 | 0.06% | 1,510 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & | $22.94万 | 0.06% | 11,300 | 0 | 0.0% | — | 不变 |
| ANGO | ANGIODYNAMICS INC | $22.57万 | 0.06% | 17,350 | 17,350 | — | $22.57万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.55万 | 0.06% | 1,975 | 75 | 3.9% | $8,564 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $22.54万 | 0.06% | 1,200 | 1,200 | — | $22.54万 | 新建仓 |
| PCYO | PURE CYCLE CORP | $22.49万 | 0.06% | 21,000 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $22.46万 | 0.06% | 614 | 614 | — | $22.46万 | 新建仓 |
| — | WEBSTER FINL CORP | $22.32万 | 0.06% | 2,920 | -131 | -4.3% | -$1.00万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $22.23万 | 0.06% | 15,000 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $22.04万 | 0.06% | 3,865 | -6,700 | -63.4% | -$38.20万 | 减仓 |
| WFC | WELLS FARGO & CO | $21.69万 | 0.06% | 2,625 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $21.60万 | 0.06% | 2,673 | -220 | -7.6% | -$1.78万 | 重新持有 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.31万 | 0.06% | 6,050 | 705 | 13.2% | $2.48万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $21.24万 | 0.06% | 10,500 | -400 | -3.7% | -$8,092 | 减仓 |
| ITA | ISHARES TR | $20.87万 | 0.06% | 861 | -67 | -7.2% | -$1.62万 | 减仓 |
| PEP | PEPSICO INC | $20.77万 | 0.06% | 1,534 | 66 | 4.5% | $8,936 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $20.45万 | 0.06% | 650 | 650 | — | $20.45万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $20.18万 | 0.05% | 7,460 | 3 | 0.0% | $81 | 加仓 |
| IMRX | IMMUNEERING CORP | $20.01万 | 0.05% | 40,100 | 40,100 | — | $20.01万 | 新建仓 |
| OGN | ORGANON & CO | $18.84万 | 0.05% | 13,912 | 1,400 | 11.2% | $1.90万 | 加仓 |
| KSS | KOHLS CORP | $17.72万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.95万 | 0.05% | 17,710 | -500 | -2.7% | -$4,785 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $16.84万 | 0.05% | 27,250 | 27,250 | — | $16.84万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $14.72万 | 0.04% | 17,796 | 2,721 | 18.0% | $2.25万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $14.13万 | 0.04% | 10,000 | 8,000 | 400.0% | $11.30万 | 重新持有 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $11.94万 | 0.03% | 35,000 | 2,000 | 6.1% | $6,820 | 加仓 |
| — | STEREOTAXIS INC | $11.78万 | 0.03% | 68,500 | 0 | 0.0% | — | 不变 |
| PML | PIMCO MUN INCOME FD II | $11.41万 | 0.03% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ZENATECH INC | $10.12万 | 0.03% | 67,500 | 4,500 | 7.1% | $6,750 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $8.98万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SCYNEXIS INC | $5.65万 | 0.02% | 13,874 | -73,626 | -84.1% | -$29.97万 | 减仓 |
| LODE | COMSTOCK INC | $4.58万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $1.60万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $1.37万 | 0.00% | 12,000 | -4,000 | -25.0% | -$4,560 | 减仓 |
| — | BEYOND AIR INC | $7,565 | 0.00% | 16,965 | -11,390 | -40.2% | -$5,079 | 减仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -31,300 | -100.0% | -$38.50万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -530 | -100.0% | -$29.85万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,298 | -100.0% | -$29.34万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -3,037 | -100.0% | -$26.88万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -1,725 | -100.0% | -$26.10万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,575 | -100.0% | -$25.25万 | 清仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | -11,135 | -100.0% | -$22.78万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -7,301 | -100.0% | -$21.22万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,980 | -100.0% | -$21.02万 | 清仓 |