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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 99 项建仓 16增持 46减持 37

方向

标的

Δ市值

现股数(环比)

增持

— IQ ULTRA SHORT DURATION ETF

+$3.3M

102,498 +204%

增持

AMZN AMAZON COM INCORPORATED

-$3.0M

102,500 +0%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$2.6M

41,438 +0%

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。

TSLA TESLA INCORPORATED

减持

— NATIONWIDE NASDAQ-1OO RISK-MANAGED INCOME ETF

-$1.4M

49,718 -58%

增持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

+$1.3M

240,060 +10%

增持

AAPL APPLE INCORPORATED

-$874.0K

127,698 +1%

建仓

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

+$656.0K

41,258

建仓

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

+$654.0K

18,885

减持

TJX TJX COMPANIES INCORPORATED NEW

+$614.0K

37,467 -2%

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

-$475.0K

261,501 -1%

建仓

CCI CROWN CASTLE INCORPORATED REIT

+$446.0K

3,288

减持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$385.0K

105,046 -1%

建仓

RITM RITHM CAPITAL CORPORATION COM NEW REIT

+$383.0K

46,820

增持

V VISA INCORPORATED COM CLASS A

+$348.0K

10,794 +1%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$345.0K

88,496 -16%

增持

SNPS SYNOPSYS INCORPORATED

+$340.0K

3,608 +36%

建仓

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

+$302.0K

6,871

减持

BX BLACKSTONE INCORPORATED

-$295.0K

22,200 -4%

建仓

QSPT FIRST TR ETF VIII CBOE VEST NASDAQ 100 BUFFER

+$280.0K

16,800

减持

NAD NUVEEN QUALITY MUNCP INCOME FD

-$278.0K

241,841 -15%

建仓

NKE NIKE INCORPORATED CLASS B

+$247.0K

2,108

减持

— ICON PLC SHS

-$245.0K

1,945 -43%

建仓

SHW SHERWIN WILLIAMS COMPANY

+$227.0K

958

减持

MMIT IQ MACKAY MUNICIPAL INTERMEDIATE ETF

-$215.0K

45,379 -19%

建仓

CMCSA COMCAST CORPORATION NEW CLASS A

+$214.0K

6,118

增持

— GLOBALFOUNDRIES INCORPORATED ORDINARY SHARES

+$214.0K

14,180 +25%

建仓

— DIGITALBRIDGE GROUP INCORPORATED

+$211.0K

11,179

建仓

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND

+$205.0K

3,627

增持

TFC TRUIST FINL CORPORATION

+$198.0K

14,050 +50%

建仓

ABR ARBOR REALTY TRUST INCORPORATED REIT

+$192.0K

14,568

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$187.0K

35,876 -5%

减持

XEVTX EATON VANCE TAX ADVT DIV INCM

-$176.0K

62,189 -15%

增持

FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF

+$169.0K

20,739 +93%

减持

KBH KB HOME

+$168.0K

28,809 -0%

增持

MSFT MICROSOFT CORPORATION

+$167.0K

11,967 +3%

增持

KNG CBOE VEST S&P 500 DIVID ARISTOCRATS TAR

+$154.0K

14,306 +13%

减持

FIS FIDELITY NATL INFORMATION SVCS

-$153.0K

3,929 -29%

增持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

+$137.0K

149,343 +1%

增持

ORLY OREILLY AUTOMOTIVE INCORPORATED

+$137.0K

895 +2%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$136.0K

1,124 +43%

减持

DOCU DOCUSIGN INCORPORATED

-$135.0K

5,199 -34%

增持

AMP AMERIPRISE FINL INCORPORATED

+$130.0K

1,962 +3%

减持

HD HOME DEPOT INCORPORATED

+$118.0K

3,522 -2%

增持

— CHUBB LIMITED

+$106.0K

2,576 +1%

减持

NVDA NVIDIA CORPORATION

+$104.0K

4,642 -2%

增持

HON HONEYWELL INTERNATIONAL INCORPORATED

+$99.0K

1,918 +3%

减持

ETG EATON VANCE TX ADV GLBL DIV FD

-$97.0K

19,319 -25%

增持

FEP FIRST TRUST EUROPE ALPHADEX FUND

+$94.0K

15,678 +1%

增持

JPM JPMORGAN CHASE & COMPANY

+$91.0K

2,935 +1%

减持

XAGDX ABRDN GLOBAL DYNAMIC DIVID

-$91.0K

44,869 -29%

增持

ABT ABBOTT LABS

+$86.0K

5,320 +3%

增持

EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A

+$79.0K

1,370 +13%

增持

UNP UNION PAC CORPORATION

+$76.0K

2,635 +9%

减持

CRM SALESFORCE INCORPORATED

-$73.0K

5,590 -1%

减持

YDEC FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - DECEMBER

+$72.0K

28,703 -2%

增持

— EATON CORPORATION PLC SHS

+$70.0K

2,717 +2%

减持

DLR DIGITAL RLTY TR INCORPORATED REIT

-$70.0K

7,925 -9%

增持

AMAT APPLIED MATLS INCORPORATED

+$67.0K

3,281 +6%

增持

PH PARKER-HANNIFIN CORPORATION

+$67.0K

1,167 +3%

增持

EPD ENTERPRISE PRODUCTS PARTNERS L P

+$67.0K

13,628 +24%

增持

— EXXON MOBIL CORPORATION

+$64.0K

2,794 +0%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

+$64.0K

1,954 +1%

减持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

+$64.0K

16,197 -1%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$62.0K

3,665 +0%

增持

FXN FIRST TRUST ENERGY ALPHADEX FUND

+$49.0K

22,950 +5%

建仓

— DIVERSIFIED ENERGY COMPANY PLC ORD SHS

+$49.0K

35,000

增持

MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A

+$49.0K

4,104 +0%

增持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

+$45.0K

799 +2%

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

-$44.0K

18,848 +6%

减持

EWY ISHARES INCORPORATED MSCI STH KOR ETF

+$43.0K

4,953 -1%

减持

LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF

-$43.0K

40,201 -6%

增持

LOW LOWES COMPANIES INCORPORATED

+$43.0K

2,466 +3%

减持

VBK VANGUARD SMALL-CAP GROWTH ETF

-$43.0K

1,998 -12%

减持

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

+$42.0K

5,576 -1%

减持

— FIRST TR DYNAMIC EUROPE EQUITY COM SHS

+$40.0K

52,375 -9%

减持

RGT ROYCE GLOBAL VALUE TR INCORPORATED

-$32.0K

25,160 -19%

增持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

-$32.0K

13,047 +1%

减持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$31.0K

2,541 -1%

减持

RVT ROYCE VALUE TR INCORPORATED

-$30.0K

31,545 -12%

减持

FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

+$28.0K

4,966 -0%

增持

DHR DANAHER CORPORATION

+$27.0K

1,817 +3%

减持

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND

+$26.0K

6,147 -5%

减持

FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF

-$23.0K

12,589 -2%

减持

— NXP SEMICONDUCTORS N V

-$21.0K

2,600 -13%

增持

F FORD MTR COMPANY DEL

+$21.0K

41,594 +1%

减持

DIS DISNEY WALT COMPANY

-$21.0K

2,809 -0%

增持

DG DOLLAR GENERAL CORPORATION NEW

+$17.0K

1,376 +2%

减持

— ACCENTURE PLC IRELAND SHS CLASS A

+$13.0K

1,814 -1%

增持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

-$10.0K

6,674 +1%

减持

NXTG FIRST TRUST INDXX NEXTG ETF

+$8.0K

7,178 -7%

增持

QDEC FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBER

+$6.0K

14,851 +2%

增持

— MEDTRONIC PLC SHS

-$5.0K

3,729 +2%

建仓

— ARGONAUT GOLD INCORPORATED NEW

+$4.0K

10,000

增持

COST COSTCO WHOLESALE CORPORATION NEW

-$4.0K

1,309 +3%

增持

WM WASTE MGMT INCORPORATED DEL

-$4.0K

1,357 +0%

建仓

— WESTHAVEN GOLD CORPORATION

+$3.0K

10,000

增持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$3.0K

1,882 +0%

建仓

— ACRE RLTY INVS INCORPORATED REIT

+$0

11,498