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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 80 项
建仓 7
增持 52
减持 12
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
+$5.8M
336,622
+40%
增持
AAPL
APPLE INCORPORATED
+$5.3M
132,744
+4%
增持
AMZN
AMAZON COM INCORPORATED
+$2.4M
107,005
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。
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0M
41,463
+0%
增持
—
IQ ULTRA SHORT DURATION ETF
+$2.0M
145,246
+42%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$1.9M
6,212
+453%
增持
TSLA
TESLA INCORPORATED
+$1.6M
13,220
+2%
增持
MSFT
MICROSOFT CORPORATION
+$1.4M
14,763
+23%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$835.0K
4,091
清仓
DLR
DIGITAL RLTY TR INCORPORATED REIT
-$795.0K
0
-100%
建仓
FJAN
FT CBOE VEST US EQUITY BUFFER
+$671.0K
19,240
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
+$665.9K
277,501
+6%
清仓
NREF
NEXPOINT REAL ESTATE FIN INCORPORATED REIT
-$656.0K
0
-100%
增持
CRM
SALESFORCE INCORPORATED
+$526.6K
6,345
+14%
增持
KBH
KB HOME
+$486.8K
34,963
+21%
清仓
CCI
CROWN CASTLE INCORPORATED REIT
-$446.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORPORATION NEW REIT
-$399.0K
0
-100%
清仓
RITM
RITHM CAPITAL CORPORATION COM NEW REIT
-$383.0K
0
-100%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$372.9K
19,627
+4%
增持
—
GLOBALFOUNDRIES INCORPORATED ORDINARY SHARES
+$367.8K
15,680
+11%
建仓
FFEB
FT CBOE VEST US EQUITY BUFFER ETF - FEBRUARY
+$362.6K
9,700
增持
BX
BLACKSTONE INCORPORATED
+$337.9K
22,597
+2%
清仓
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$329.0K
0
-100%
增持
SNPS
SYNOPSYS INCORPORATED
+$303.4K
3,768
+4%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$294.0K
6,510
+51%
增持
RAVI
FLEXSHARES ULTRA-SHORT INCOME
+$286.3K
8,613
+79%
建仓
NOW
SERVICENOW INCORPORATED
+$285.3K
614
建仓
ROK
ROCKWELL AUTOMATION INCORPORATED
+$234.2K
798
增持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$224.2K
7,076
+6%
建仓
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$211.1K
1,088
清仓
—
DIGITALBRIDGE GROUP INCORPORATED
-$211.0K
0
-100%
增持
V
VISA INCORPORATED COM CLASS A
+$197.8K
10,826
+0%
清仓
ABR
ARBOR REALTY TRUST INCORPORATED REIT
-$192.0K
0
-100%
减持
—
NATIONWIDE NASDAQ-1OO RISK-MANAGED INCOME ETF
-$181.6K
37,576
-24%
增持
—
NXP SEMICONDUCTORS N V
+$148.4K
3,000
+15%
增持
YDEC
FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - DECEMBER
+$142.0K
33,413
+16%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$106.4K
1,967
+1%
减持
NAZ
NUVEEN ARIZONA QLTY MUN INCORPORATED FD
-$101.9K
68,944
-13%
增持
TFC
TRUIST FINL CORPORATION
-$100.7K
14,789
+5%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
-$91.0K
86,178
-3%
增持
AMAT
APPLIED MATLS INCORPORATED
+$86.2K
3,307
+1%
增持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND
+$76.3K
163,363
+9%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$72.4K
4,780
+0%
增持
HD
HOME DEPOT INCORPORATED
-$69.3K
3,533
+0%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$66.4K
37,776
+5%
减持
ABT
ABBOTT LABS
-$63.1K
5,144
-3%
增持
JPM
JPMORGAN CHASE & COMPANY
+$59.0K
3,477
+18%
增持
NAD
NUVEEN QUALITY MUNCP INCOME FD
-$59.0K
242,414
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$57.3K
1,894
+4%
增持
—
CHUBB LIMITED
-$56.5K
2,634
+2%
减持
TJX
TJX COMPANIES INCORPORATED NEW
-$55.9K
37,354
-0%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$54.9K
1,314
+0%
增持
—
EATON CORPORATION PLC SHS
+$52.4K
2,792
+3%
增持
FIS
FIDELITY NATL INFORMATION SVCS
-$51.4K
3,969
+1%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$48.1K
1,382
+0%
减持
MCK
MCKESSON CORPORATION
-$47.6K
838
-9%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$42.7K
1,927
+0%
增持
F
FORD MTR COMPANY DEL
+$42.7K
41,801
+0%
增持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$41.7K
105,421
+0%
增持
DIS
DISNEY WALT COMPANY
+$41.6K
2,852
+2%
增持
MNST
MONSTER BEVERAGE CORPORATION NEW
+$41.1K
12,740
+100%
减持
URI
UNITED RENTALS INCORPORATED
+$31.0K
950
-2%
增持
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
+$27.0K
6,447
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$24.6K
806
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$23.9K
6,276
+3%
增持
DHR
DANAHER CORPORATION
-$19.0K
1,837
+1%
减持
ETG
EATON VANCE TX ADV GLBL DIV FD
+$14.8K
18,996
-2%
增持
—
MEDTRONIC PLC SHS
+$14.6K
3,778
+1%
减持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$14.2K
1,322
-4%
增持
RVT
ROYCE VALUE TR INCORPORATED
+$13.3K
31,784
+1%
增持
UNP
UNION PAC CORPORATION
-$8.8K
2,669
+1%
增持
WM
WASTE MGMT INCORPORATED DEL
+$8.6K
1,358
+0%
增持
AMP
AMERIPRISE FINL INCORPORATED
-$7.5K
1,969
+0%
减持
FTA
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
-$6.7K
5,426
-3%
增持
ORLY
OREILLY AUTOMOTIVE INCORPORATED
+$6.4K
898
+0%
减持
RGT
ROYCE GLOBAL VALUE TR INCORPORATED
+$4.9K
24,763
-2%
建仓
—
GENERATION MINING LIMITED
+$4.2K
10,000
减持
LDSF
FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF
+$4.2K
40,000
-0%
增持
—
EXXON MOBIL CORPORATION
+$802
2,816
+1%
清仓
—
ACRE RLTY INVS INCORPORATED REIT
+$0
0
-100%
