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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 102 项
建仓 11
增持 42
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$4.4M
41,038
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.9M
230,132
-12%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.3M
10,739
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。
-85%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.2M
265,001
+1%
增持
AMZN
AMAZON COM INC
+$959.0K
4,934
+9%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$804.0K
109,202
-17%
建仓
NREF
NEXPOINT REAL ESTATE FIN INC
+$704.0K
31,164
建仓
—
FIRST TR DYNAMIC EUROPE EQUI
+$618.0K
48,934
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$596.0K
29,198
减持
FPEI
FIRST TR EXCH TRADED FD III
-$591.0K
172,500
-11%
增持
TJX
TJX COS INC NEW
-$579.0K
38,121
+0%
增持
AAPL
APPLE INC
+$515.0K
124,867
+4%
清仓
RFI
COHEN & STEERS TOTAL RETURN
-$496.0K
0
-100%
减持
—
ICON PLC
-$466.0K
4,129
-13%
增持
—
ETF SER SOLUTIONS
+$454.0K
121,173
+34%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$412.0K
0
-100%
建仓
RITM
NEW RESIDENTIAL INVT CORP
+$398.0K
36,277
增持
DOCU
DOCUSIGN INC
-$391.0K
9,509
+3%
减持
DLR
DIGITAL RLTY TR INC
-$371.0K
8,075
-6%
增持
CRM
SALESFORCE COM INC
+$363.0K
4,062
+107%
建仓
—
GLOBALFOUNDRIES INC
+$351.0K
5,625
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$348.0K
6,271
-7%
增持
BX
BLACKSTONE INC
+$346.0K
19,290
+19%
减持
RVT
ROYCE VALUE TR INC
-$342.0K
35,694
-26%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$325.0K
14,595
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$304.0K
6,447
-32%
增持
KBH
KB HOME
-$301.0K
26,923
+3%
减持
META
META PLATFORMS INC
-$298.0K
1,981
-6%
增持
HD
HOME DEPOT INC
-$298.0K
3,343
+7%
增持
MSFT
MICROSOFT CORP
+$281.0K
11,391
+19%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$276.0K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$272.0K
5,756
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$263.0K
93,913
-5%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$257.0K
0
-100%
清仓
CHWY
CHEWY INC
-$252.0K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$246.0K
5,026
建仓
—
EXXON MOBIL CORP
+$243.0K
2,942
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$243.0K
0
-100%
减持
VMC
VULCAN MATLS CO
-$234.0K
6,320
-6%
建仓
VTI
VANGUARD INDEX FDS
+$232.0K
1,017
建仓
ABBV
ABBVIE INC
+$229.0K
1,415
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$227.0K
16,432
+51%
清仓
CVX
CHEVRON CORP NEW
-$217.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$193.0K
958
-22%
减持
XAGDX
ABERDEEN GLOBAL DYNAMIC DIVI
-$185.0K
62,810
-15%
减持
RAVI
FLEXSHARES TR
-$174.0K
4,907
-32%
减持
—
ACCENTURE PLC IRELAND
-$159.0K
1,901
-2%
增持
NVDA
NVIDIA CORPORATION
+$157.0K
3,759
+27%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$150.0K
4,876
-12%
增持
TSLA
TESLA INC
+$149.0K
4,021
+2%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$149.0K
12,851
+29%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$144.0K
73,271
-4%
减持
—
NXP SEMICONDUCTORS N V
-$142.0K
3,000
-2%
增持
LOW
LOWES COS INC
-$139.0K
2,480
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$131.0K
1,926
-10%
减持
ROK
ROCKWELL AUTOMATION INC
-$130.0K
798
-21%
减持
DHI
D R HORTON INC
-$129.0K
3,500
-3%
减持
GOOGL
ALPHABET INC
-$129.0K
742
-2%
减持
MMM
3M CO
-$128.0K
1,364
-27%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$123.0K
12,656
-11%
减持
AMAT
APPLIED MATLS INC
-$117.0K
3,093
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$117.0K
780
-5%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$114.0K
31,950
-4%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$113.0K
15,595
-6%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$109.0K
42,700
-9%
减持
AMT
AMERICAN TOWER CORP NEW
-$109.0K
1,922
-5%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$107.0K
25,746
-8%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
+$91.0K
7,717
+29%
增持
DHR
DANAHER CORPORATION
-$89.0K
1,854
+1%
减持
MDLZ
MONDELEZ INTL INC
-$88.0K
4,264
-18%
增持
AVGO
BROADCOM INC
+$85.0K
558
+40%
增持
ABT
ABBOTT LABS
-$85.0K
5,148
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$77.0K
879
-6%
增持
—
CHUBB LIMITED
+$75.0K
2,541
+5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$71.0K
3,506
-10%
减持
—
INDEXIQ ACTIVE ETF TR
-$64.0K
33,612
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$60.0K
10,955
+8%
增持
EWY
ISHARES INC
+$58.0K
5,013
+31%
减持
RGT
ROYCE GLOBAL VALUE TR INC
-$57.0K
31,157
-1%
减持
PH
PARKER-HANNIFIN CORP
-$56.0K
1,130
-0%
增持
UNP
UNION PAC CORP
+$53.0K
2,413
+0%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
-$50.0K
12,710
+10%
增持
JPM
JPMORGAN CHASE & CO
+$50.0K
2,891
+33%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$46.0K
3,252
+5%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$42.0K
5,676
-10%
增持
SNPS
SYNOPSYS INC
+$41.0K
2,508
+16%
增持
HON
HONEYWELL INTL INC
-$37.0K
1,948
+1%
减持
DG
DOLLAR GEN CORP NEW
-$36.0K
1,343
-5%
增持
EL
LAUDER ESTEE COS INC
-$32.0K
1,263
+24%
增持
—
EATON CORP PLC
-$32.0K
2,670
+6%
增持
—
MEDTRONIC PLC
+$30.0K
3,777
+2%
增持
GOOG
ALPHABET INC
+$30.0K
222
+9%
减持
V
VISA INC
+$29.0K
10,591
-0%
增持
VBK
VANGUARD INDEX FDS
+$25.0K
2,277
+19%
增持
COST
COSTCO WHSL CORP NEW
+$19.0K
1,321
+5%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$16.0K
38,739
+9%
增持
F
FORD MTR CO DEL
-$16.0K
31,059
+19%
减持
AMP
AMERIPRISE FINL INC
-$14.0K
1,972
-2%
增持
GPN
GLOBAL PMTS INC
+$11.0K
1,650
+4%
增持
FIS
FIDELITY NATL INFORMATION SV
-$11.0K
4,919
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.0K
4,234
+6%
增持
BA
BOEING CO
-$1.0K
1,216
+5%
