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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
$210.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 105 项
建仓 11
增持 51
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.9M
119,883
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.4M
261,215
-13%
增持
AMZN
AMAZON COM INC
+$1.1M
4,521
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
META
META PLATFORMS INC
-$743.0K
2,112
-51%
建仓
ABT
ABBOTT LABS
+$695.0K
4,938
减持
—
INDEXIQ ACTIVE ETF TR
-$666.0K
34,679
-27%
增持
DOCU
DOCUSIGN INC
-$622.0K
9,259
+16%
增持
MSFT
MICROSOFT CORP
+$621.0K
9,608
+4%
建仓
UNP
UNION PAC CORP
+$606.0K
2,405
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$562.0K
14,281
+190%
增持
TJX
TJX COS INC NEW
+$539.0K
38,044
+6%
清仓
CMCSA
COMCAST CORP NEW
-$534.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$525.0K
3,334
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$517.0K
1,400
-53%
增持
BX
BLACKSTONE INC
+$438.0K
16,250
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$428.0K
40,692
-0%
增持
DLR
DIGITAL RLTY TR INC
+$422.0K
8,575
+13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$364.0K
98,413
-0%
增持
NVDA
NVIDIA CORPORATION
+$348.0K
2,954
+17%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$337.0K
9,650
减持
FPEI
FIRST TR EXCH TRADED FD III
-$335.0K
192,992
-7%
增持
SNPS
SYNOPSYS INC
+$301.0K
2,158
+31%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$300.0K
0
-100%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$290.0K
293,256
-9%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$276.0K
4,429
建仓
AVGO
BROADCOM INC
+$266.0K
400
增持
—
ETF SER SOLUTIONS
+$263.0K
90,308
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$249.0K
2,150
+1%
建仓
FFIV
F5 INC
+$245.0K
1,000
增持
F
FORD MTR CO DEL
+$244.0K
26,042
+24%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$243.0K
1,499
增持
FPE
FIRST TR EXCH TRADED FD III
+$237.0K
72,660
+20%
增持
—
ICON PLC
+$234.0K
4,747
+1%
建仓
UPS
UNITED PARCEL SERVICE INC
+$231.0K
1,080
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$229.0K
76,086
+2%
建仓
MCK
MCKESSON CORP
+$229.0K
921
建仓
WM
WASTE MGMT INC DEL
+$226.0K
1,355
增持
KBH
KB HOME
+$221.0K
26,219
+7%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$216.0K
56,000
-13%
清仓
EOT
EATON VANCE NATL MUN OPPORT
-$207.0K
0
-100%
减持
HD
HOME DEPOT INC
+$192.0K
3,129
-7%
增持
—
PIONEER NAT RES CO
+$176.0K
2,800
+30%
减持
—
ACCENTURE PLC IRELAND
+$173.0K
1,931
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$172.0K
35,633
-16%
增持
RVT
ROYCE VALUE TR INC
+$151.0K
48,412
+10%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$148.0K
13,144
-42%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$146.0K
6,324
+38%
减持
—
NUVEEN GEORGIA QLTY MUN INC
-$142.0K
19,660
-35%
增持
SHW
SHERWIN WILLIAMS CO
+$142.0K
1,227
+18%
增持
GOOG
ALPHABET INC
+$137.0K
204
+20%
减持
DIS
DISNEY WALT CO
-$137.0K
3,818
-11%
减持
COST
COSTCO WHSL CORP NEW
+$133.0K
1,259
-3%
减持
GOOGL
ALPHABET INC
+$132.0K
757
-2%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$130.0K
16,612
+19%
增持
AMT
AMERICAN TOWER CORP NEW
+$130.0K
2,018
+16%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$125.0K
5,571
+14%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$125.0K
11,510
+13%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$124.0K
934
+7%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$112.0K
3,097
+1%
增持
MMM
3M CO
+$109.0K
1,864
+47%
增持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$106.0K
131,318
+1%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$106.0K
28,038
+12%
增持
XAGDX
ABERDEEN GLOBAL DYNAMIC DIVI
+$105.0K
73,489
+9%
减持
LOW
LOWES COS INC
+$104.0K
2,401
-6%
增持
DG
DOLLAR GEN CORP NEW
+$102.0K
1,421
+29%
增持
DHI
D R HORTON INC
+$96.0K
3,600
+3%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$94.0K
46,900
-8%
减持
—
MEDTRONIC PLC
-$92.0K
3,698
-2%
增持
AMP
AMERIPRISE FINL INC
+$87.0K
2,008
+2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$87.0K
10,133
-29%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$82.0K
4,002
+18%
减持
CHWY
CHEWY INC
-$80.0K
4,270
-12%
清仓
—
TWO HBRS INVT CORP
-$80.0K
0
-100%
减持
RAVI
FLEXSHARES TR
-$79.0K
7,165
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$78.0K
3,710
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$75.0K
3,905
-2%
增持
FIS
FIDELITY NATL INFORMATION SV
+$75.0K
4,628
+31%
增持
EL
LAUDER ESTEE COS INC
+$72.0K
1,018
+0%
增持
—
EATON CORP PLC
+$63.0K
2,530
+1%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$63.0K
3,777
-21%
增持
MDLZ
MONDELEZ INTL INC
+$60.0K
5,214
+6%
增持
RFI
COHEN & STEERS TOTAL RETURN
+$51.0K
28,902
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.0K
7,072
-7%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
+$48.0K
5,992
+2%
减持
EWY
ISHARES INC
-$47.0K
3,840
-10%
减持
ROK
ROCKWELL AUTOMATION INC
+$47.0K
1,010
-3%
增持
NKE
NIKE INC
+$47.0K
2,116
+0%
增持
RGT
ROYCE GLOBAL VALUE TR INC
+$46.0K
31,343
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$43.0K
3,998
-14%
减持
—
CHUBB LIMITED
+$42.0K
2,424
-2%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$39.0K
6,370
-1%
减持
DHR
DANAHER CORPORATION
+$35.0K
1,844
-2%
减持
PH
PARKER-HANNIFIN CORP
+$34.0K
1,133
-3%
增持
COF
CAPITAL ONE FINL CORP
-$33.0K
2,003
+0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$32.0K
6,749
+2%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$25.0K
9,942
-2%
增持
HON
HONEYWELL INTL INC
+$23.0K
1,924
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$23.0K
4,623
+0%
减持
BA
BOEING CO
-$23.0K
1,160
-1%
减持
CVX
CHEVRON CORP NEW
+$17.0K
1,847
-6%
增持
CRM
SALESFORCE COM INC
+$12.0K
1,963
+9%
减持
JPM
JPMORGAN CHASE & CO
-$12.0K
2,171
-0%
增持
V
VISA INC
-$9.0K
10,641
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.0K
822
-16%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$3.0K
33,150
-3%
