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1776 Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

1776 Wealth LLC

报告期 2026-03-31 · CIK 0001803140

持仓数

146

前50大市值合计

$210.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INCORPORATED

COM

$31.6M

124,496

15.0%

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

CL A

$21.5M

146,935

10.2%

AMZN AMAZON COM INCORPORATED

COM

$20.2M

97,069

9.6%

NVDA NVIDIA CORPORATION

COM

$11.1M

63,516

5.3%

ADBE ADOBE INCORPORATED

COM

$8.8M

36,193

4.2%

BWIN THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A

COM

$7.9M

359,191

3.7%

TSLA TESLA INCORPORATED

COM

$7.8M

21,026

3.7%

MSFT MICROSOFT CORPORATION

COM

$6.9M

18,726

3.3%

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

ETF

$6.6M

109,981

3.1%

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

ETF

$6.3M

135,015

3.0%

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

COM

$5.3M

18,431

2.5%

TJX TJX COMPANIES INCORPORATED NEW

COM

$5.3M

33,051

2.5%

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

ETF

$4.6M

7,762

2.2%

BX BLACKSTONE INCORPORATED

COM

$4.5M

39,186

2.1%

GS GOLDMAN SACHS GROUP INCORPORATED

COM

$4.0M

4,680

1.9%

FSEP FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER

ETF

$3.7M

73,408

1.8%

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

COM

$3.3M

6,977

1.6%

FJAN FT VEST U.S. EQUITY BUFFER - JANUARY

ETF

$3.0M

58,580

1.4%

FTCS FIRST TRUST CAPITAL STRENGTH ETF

ETF

$2.6M

27,638

1.2%

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

ETF

$2.4M

124,789

1.1%

V VISA INCORPORATED COM CLASS A

COM

$2.4M

7,824

1.1%

— EATON CORPORATION PLC SHS (IRELAND)

SHS

$2.4M

6,584

1.1%

KBH KB HOME

COM

$2.1M

40,304

1.0%

LLY ELI LILLY & COMPANY

COM

$2.1M

2,261

1.0%

GOOG ALPHABET INCORPORATED CAP STK CLASS C

COM

$1.9M

6,585

0.9%

XEVTX EATON VANCE TAX ADVT DIV INCM

COM

$1.9M

76,286

0.9%

EPD ENTERPRISE PRODUCTS PARTNERS L P

COM

$1.7M

44,663

0.8%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$1.6M

5,111

0.8%

AVGO BROADCOM INCORPORATED

COM

$1.6M

5,280

0.8%

FDEC FT VEST U.S. EQUITY BUFFER ETF - DECEMBER

ETF

$1.6M

31,969

0.8%

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

ETF

$1.6M

6,683

0.7%

FMAY FT VEST U.S. EQUITY BUFFER ETF - MAY

ETF

$1.5M

28,753

0.7%

FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY

ETF

$1.5M

26,815

0.7%

META META PLATFORMS INCORPORATED CLASS A

COM

$1.4M

2,521

0.7%

FMAR FT VEST U.S. EQUITY BUFFER ETF - MARCH

ETF

$1.4M

29,573

0.7%

SNPS SYNOPSYS INCORPORATED

COM

$1.4M

3,615

0.7%

QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH

ETF

$1.4M

40,747

0.7%

CRM SALESFORCE INCORPORATED

COM

$1.2M

6,417

0.6%

AMAT APPLIED MATLS INCORPORATED

COM

$1.1M

3,288

0.5%

INTC INTEL CORPORATION

COM

$1.1M

25,323

0.5%

FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST

ETF

$1.1M

20,671

0.5%

YDEC FT VEST INTL EQUITY MODERATE BUFFER ETF DEC

ETF

$1.1M

40,304

0.5%

JPM JPMORGAN CHASE & COMPANY

COM

$1.1M

3,582

0.5%

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

SHS

$1.0M

52,038

0.5%

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

ETF

$1.0M

9,437

0.5%

FFEB FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY

ETF

$1.0M

18,034

0.5%

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

COM

$975.2K

72,399

0.5%

DLR DIGITAL RLTY TR INCORPORATED REIT

COM

$971.3K

5,390

0.5%

UNH UNITEDHEALTH GROUP INCORPORATED

COM

$965.7K

3,569

0.5%

— EXXON MOBIL CORPORATION

COM

$948.9K

5,593

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

AAPL15.0%PLTR10.2%AMZN9.6%NVDA5.3%ADBE4.2%BWIN3.7%