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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 54 项增持 28减持 13清仓 13

方向

标的

Δ市值

现股数(环比)

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$3.7M

41,403 +1%

增持

AMZN AMAZON COM INCORPORATED

+$789.0K

102,465 +1%

清仓

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

-$613.0K

0 -100%

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。

CCI CROWN CASTLE INTL COR REIT

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$443.0K

218,587 -3%

减持

NAD NUVEEN QUALITY MUNCP INCOME FD

-$423.0K

284,686 -0%

增持

TSLA TESLA INCORPORATED

+$397.0K

12,891 +187%

清仓

RITM NEW RESIDENTIAL INVT CORPORATION COM NEW REIT

-$338.0K

0 -100%

增持

TJX TJX COMPANIES INCORPORATED NEW

+$307.0K

38,125 +3%

减持

DLR DIGITAL RLTY TR INCORPORATED REIT

-$294.0K

8,725 -2%

增持

MSFT MICROSOFT CORPORATION

-$268.0K

11,606 +0%

增持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$263.0K

105,395 +0%

增持

AAPL APPLE INCORPORATED

+$251.0K

126,129 +0%

增持

— GLOBALFOUNDRIES INCORPORATED ORDINARY SHARES

+$248.0K

11,380 +52%

清仓

— DIGITALBRIDGE GROUP INCORPORATED

-$242.0K

0 -100%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

-$231.0K

37,666 -4%

清仓

NKE NIKE INCORPORATED CLASS B

-$216.0K

0 -100%

清仓

SHW SHERWIN WILLIAMS COMPANY

-$215.0K

0 -100%

清仓

VZ VERIZON COMMUNICATIONS INCORPORATED

-$215.0K

0 -100%

清仓

CMCSA COMCAST CORPORATION NEW CLASS A

-$214.0K

0 -100%

清仓

COF CAPITAL ONE FINL CORPORATION

-$209.0K

0 -100%

清仓

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND

-$206.0K

0 -100%

清仓

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

-$206.0K

0 -100%

增持

V VISA INCORPORATED COM CLASS A

-$204.0K

10,662 +0%

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

-$134.0K

17,840 +2011%

增持

NVDA NVIDIA CORPORATION

-$121.0K

4,734 +3%

减持

DOCU DOCUSIGN INCORPORATED

-$117.0K

7,909 -16%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$115.0K

106,373 +12%

减持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

-$87.0K

12,976 -2%

增持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SEC

-$84.0K

147,142 +0%

增持

BX BLACKSTONE INCORPORATED

+$67.0K

23,200 +13%

增持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$65.0K

1,875 +3%

减持

EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A

-$60.0K

1,210 -4%

增持

GOOG ALPHABET INCORPORATED CAP STK CLASS C

-$56.0K

4,320 +1900%

增持

— PIONEER NAT RES COMPANY

+$48.0K

2,950 +11%

清仓

— DIVERSIFIED ENERGY COMPANY PLC ORD SHS

-$47.0K

0 -100%

增持

KBH KB HOME

+$41.0K

28,930 +16%

增持

TFC TRUIST FINL CORPORATION

+$39.0K

9,350 +21%

增持

CRM SALESFORCE INCORPORATED

-$38.0K

5,662 +10%

减持

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$37.0K

3,660 -1%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

-$32.0K

6,596 -3%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$29.0K

788 +19%

增持

ABT ABBOTT LABS

-$29.0K

5,148 +6%

减持

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

-$28.0K

5,626 -1%

减持

— NATIONWIDE NASDAQ-1OO RISK-MANAGED INCOME ETF

-$24.0K

118,451 -2%

增持

JPM JPMORGAN CHASE & COMPANY

-$23.0K

2,896 +0%

增持

WM WASTE MGMT INCORPORATED DEL

+$10.0K

1,356 +0%

减持

— EXXON MOBIL CORPORATION

-$8.0K

2,792 -5%

减持

RAVI FLEXSHARES READY ACCESS VARIABLE INCOME FUND

-$7.0K

4,807 -2%

增持

— FIRST TR DYNAMIC EUROPE EQUITY COM SHS

+$6.0K

57,734 +18%

增持

EPD ENTERPRISE PRODUCTS PARTNERS L P

-$6.0K

11,018 +0%

增持

— IQ ULTRA SHORT DURATION ETF

-$4.0K

33,711 +0%

增持

F FORD MTR COMPANY DEL

+$4.0K

41,310 +0%

清仓

— WESTHAVEN GOLD CORPORATION

-$3.0K

0 -100%