WE

Wealth Effects LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.8亿

申报季度: 2026-03-31 · 持股只数: 237

WEALTH EFFECTS LLC在最新一期 13F 报告中披露了 237 项持股，申报期为 2026-03-31，总持股市值约为 US$2.8亿，季度换手率为 31.5%。

机构性格雪花图

集中度
10.2
持仓稳定性
31.52
动能／逆势
100
行业集中度
77.37
多样化
100
仓位均衡度
77.49

近期动向

  • 加仓 MU

    +7.4%　US$150.3万

  • 加仓 DOCN

    -1.2%　US$165.7万

  • 加仓 MELI

    +367.6%　US$153.6万

  • 加仓 NVDA

    -0.9%　-US$216.8万

  • 加仓 CVX

    -2.2%　US$76.4万

  • 减仓 VOO

    -55.0%　-US$124.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技9.71%+0.47%-0.91%
2AAPLApple INC股票-科技7.24%+0.28%-1.61%
3AMZNAmazon.com INC股票-周期性消费4.69%+0.22%+2.68%
4ARWRArrowhead Pharmaceuticals In股票-医疗保健3.18%+0.20%—
5VTIVanguard Total Stock Mkt ETFETF-其他3.14%+0.26%+0.55%
6JPMJpmorgan Chase & Co股票-金融3.10%+0.12%+0.43%
7GOOGLAlphabet Inc-cl A股票-通信服务2.97%+0.12%+0.29%
8MUMicron Technology INC股票-科技2.49%+0.76%+7.45%
9METAMeta Platforms Inc-class A股票-通信服务2.26%-0.01%+1.47%
10MSFTMicrosoft CORP股票-科技2.22%-0.28%+2.40%
11AVGOBroadcom INC股票-科技1.59%+0.06%+2.12%
12DOCNDigitalocean Holdings INC股票-科技1.36%+0.68%-1.22%
13BXBlackstone INC股票-金融1.22%—+24.18%
14UTGReaves Utility Income Fund股票-其他1.15%+0.27%+7.46%
15CVXChevron CORP股票-能源1.10%+0.37%-2.23%
16IBMIntl Business Machines CORP股票-科技1.09%-0.01%+7.08%
17IVVIshares Core S&p 500 ETFETF-大型股与成长1.01%—+2.29%
18BRK-BBerkshire Hathaway Inc-cl B股票-其他0.90%—+0.09%
19TSLATesla INC股票-周期性消费0.88%-0.15%-9.38%
20KVUEKenvue INC股票-非周期性消费0.87%+0.28%+30.74%
21RDVYFirst Trust Rising DividendETF-其他0.86%—+0.71%
22CATCaterpillar INC股票-工业0.85%+0.31%+12.03%
23BABoeing Co/the股票-工业0.84%—+5.45%
24VUGVanguard Growth ETFETF-其他0.84%——
25VOOVanguard S&p 500 ETFETF-大型股与成长0.84%—+0.13%
26ABBVAbbvie INC股票-医疗保健0.77%—-0.23%
27PFEPfizer INC股票-医疗保健0.76%+0.20%+5.49%
28URIUnited Rentals INC股票-工业0.75%—+6.23%
29ITOTIshares Core S&p Total U.s.ETF-其他0.73%—-2.03%
30MELIMercadolibre INC股票-周期性消费0.72%+0.56%+367.59%
31XOMExxon Mobil CORP股票-能源0.68%+0.22%-7.43%
32JEPIJpmorgan Equity Premium IncoETF-其他0.67%—+4.87%
33GOOGAlphabet Inc-cl C股票-通信服务0.66%—-4.97%
34JEPQJPM Nasdaq Equity PremiumETF-科技型0.62%—-6.21%
35RBRKRubrik Inc-a股票-科技0.61%+0.61%NEW
36VRTVertiv Holdings Co-a股票-工业0.61%+0.26%—
37DVNDevon Energy CORP股票-能源0.58%+0.21%+1.56%
38ALABAstera Labs INC股票-科技0.57%+0.57%NEW
39QQQInvesco Qqq Trust Series 1ETF-科技型0.57%—+0.39%
40JNJJohnson & Johnson股票-医疗保健0.56%—-0.53%
41VZVerizon Communications INC股票-通信服务0.56%—-11.36%
42IJHIshares Core S&p Midcap ETFETF-其他0.55%—+1.33%
43GEVGE Vernova INC股票-工业0.53%+0.20%+4.23%
44LNGCheniere Energy INC股票-能源0.52%+0.21%+0.68%
45WMTWalmart INC股票-非周期性消费0.52%—-2.08%
46FYEEFidelity Yld Enhan Eqty ETFETF-其他0.49%—+35.26%
47UNHUnitedhealth Group INC股票-医疗保健0.48%—-1.37%
48CCitigroup INC股票-金融0.47%—-1.67%
49IVEIshares S&p 500 Value ETFETF-大型股与成长0.45%——
50ENVXEnovix CORP股票-其他0.44%—+30.69%
1–50 of 237

本季持股变动

Wealth Effects LLC 在 2026-03-31 最显著的持仓异动： 清仓: Avadel Pharmaceu; 新建仓: Rubrik Inc-a (RBRK); 新建仓: Astera Labs INC (ALAB); 清仓: Trade Desk Inc/the -class A (TTD); 清仓: Blackrock Sci & Tech Trm Tr (BSTZ).

Wealth Effects LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MUMicron Technology INC+0.8%+7.45%加仓
2DOCNDigitalocean Holdings INC+0.7%-1.22%减仓
3MELIMercadolibre INC+0.6%+367.59%加仓
4NVDANvidia CORP+0.5%-0.91%减仓
5CVXChevron CORP+0.4%-2.23%减仓
6CATCaterpillar INC+0.3%+12.03%加仓
7AAPLApple INC+0.3%-1.61%减仓
8KVUEKenvue INC+0.3%+30.74%加仓
9UTGReaves Utility Income Fund+0.3%+7.46%加仓
10IBRXImmunitybio INC+0.3%+27.26%加仓
11VRTVertiv Holdings Co-a+0.3%—不变
12VTIVanguard Total Stock Mkt ETF+0.3%+0.55%加仓
13AMZNAmazon.com INC+0.2%+2.68%加仓
14XOMExxon Mobil CORP+0.2%-7.43%减仓
15LNGCheniere Energy INC+0.2%+0.68%加仓
16DVNDevon Energy CORP+0.2%+1.56%加仓
17ARWRArrowhead Pharmaceuticals In+0.2%—不变
18GEVGE Vernova INC+0.2%+4.23%加仓
19PFEPfizer INC+0.2%+5.49%加仓
20GNRCGenerac Holdings INC+0.2%-0.70%减仓
21JPMJpmorgan Chase & Co+0.1%+0.43%加仓
22GOOGLAlphabet Inc-cl A+0.1%+0.29%加仓
23AVGOBroadcom INC+0.1%+2.12%加仓
24METAMeta Platforms Inc-class A0%+1.47%加仓
25IBMIntl Business Machines CORP0%+7.08%加仓
26SLVIshares Silver Trust-0.1%-34.59%减仓
27FBTCFidelity Wise Origin Bitcoin-0.1%-33.45%减仓
28TSLATesla INC-0.2%-9.38%减仓
29MSFTMicrosoft CORP-0.3%+2.40%加仓
30VOOVanguard S&P 500 ETF-0.4%-54.95%减仓
31✓ Avadel Pharmaceu—EXIT清仓
32RBRKRubrik Inc-a—NEW新建仓
33ALABAstera Labs INC—NEW新建仓
34TTDTrade Desk Inc/the -class A—EXIT清仓
35BSTZBlackrock Sci & Tech Trm Tr—EXIT清仓
36SNDKSandisk CORP—NEW新建仓
37XJQCXNuveen Credit Strategies INC—NEW新建仓
38CLSCelestica INC—EXIT清仓
39PTYPimco Corporate & Income Opp—NEW新建仓
40ECATBlackrock Esg Cap All Trm Tr—NEW新建仓
41✓ Avadel Pharmaceuticals PLC—EXIT清仓
42JPCNuveen Prefered & Income Opp—NEW新建仓
43USALiberty All Star Equity Fund—NEW新建仓
44BLKBlackrock INC—EXIT清仓
45ECHOEchostar Corp-a—EXIT清仓
46PPLTAbrdn Physical Platinum Shrs—EXIT清仓
47HOODRobinhood Markets INC - A—EXIT清仓
48XEVVXEaton Vance LTD Durat INC—NEW新建仓
49KMBKimberly-clark CORP—NEW新建仓
50TLTWIshares 20+ Bond Buywrite—NEW新建仓

FAQ

Wealth Effects LLC 是什么机构？属于哪种投资人类型？
Wealth Effects LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.8亿，分布在 237 个已申报仓位之中。
Wealth Effects LLC 目前前几大持股有哪些？
根据最新 13F 申报，Wealth Effects LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$2738.8万 (9.7%) 2. Apple INC (AAPL) — US$2044.5万 (7.2%) 3. Amazon.com INC (AMZN) — US$1324.7万 (4.7%) 4. Arrowhead Pharmaceuticals In (ARWR) — US$898.5万 (3.2%) 5. Vanguard Total Stock Mkt ETF (VTI) — US$885.9万 (3.1%)
Wealth Effects LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealth Effects LLC 共进行了 48 项显著调整：新建仓 11 个仓位、加仓 18 个既有持股、减仓 10 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Avadel Pharmaceu; 新建仓: Rubrik Inc-a (RBRK); 新建仓: Astera Labs INC (ALAB); 清仓: Trade Desk Inc/the -class A (TTD); 清仓: Blackrock Sci & Tech Trm Tr (BSTZ)
Wealth Effects LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealth Effects LLC 的主要板块分布如下： • Information Technology: 45.6% • Communication Services: 11.9% • Consumer Discretionary: 11.8% • Financials: 10.1% • Health Care: 7.7% • Industrials: 6.6%