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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 112 项建仓 25增持 39减持 38清仓 10

方向

标的

Δ市值

现股数(环比)

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$3.9M

40,680 -2%

减持

AMZN AMAZON COM INCORPORATED

+$2.8M

106,519 -0%

减持

AAPL APPLE INCORPORATED

+$2.4M

125,011

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。

增持

MSFT MICROSOFT CORPORATION

+$1.6M

17,062 +16%

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

+$1.5M

248,501 -10%

建仓

FMAY FT CBOE VEST U.S. COM BUFFER ETF - MAY

+$1.1M

28,757

建仓

FMAR FT CBOE VEST U.S. COM BUFFER ETF - MA

+$1.0M

28,847

增持

TSLA TESLA INCORPORATED

+$992.5K

13,365 +1%

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$830.6K

323,207 -4%

建仓

QMAR FT CBOE VEST NASDAQ-100 BUFFER ETF - MARCH

+$709.2K

29,581

建仓

APA APA CORPORATION

+$665.3K

19,471

建仓

BSX BOSTON SCIENTIFIC CORPORATION

+$657.8K

12,161

建仓

PANW PALO ALTO NETWORKS INCORPORATED

+$589.7K

2,308

减持

NVDA NVIDIA CORPORATION

+$589.6K

4,442 -4%

建仓

LLY LILLY ELI & COMPANY

+$565.6K

1,206

建仓

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW

+$543.7K

1,590

清仓

— ACCENTURE PLC IRELAND SHS CLASS A

-$541.3K

0 -100%

清仓

LOW LOWES COMPANIES INCORPORATED

-$493.1K

0 -100%

建仓

TXN TEXAS INSTRS INCORPORATED

+$462.7K

2,570

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$460.0K

20,851 +6%

建仓

SPGI S&P GLOBAL INCORPORATED

+$454.6K

1,134

建仓

PG PROCTER AND GAMBLE COMPANY

+$419.3K

2,763

增持

KBH KB HOME

+$418.8K

35,265 +1%

建仓

XJUN FIRST TRUST ETF VIII FT CBOE VEST US COM

+$407.3K

12,176

增持

— NXP SEMICONDUCTORS N V

+$397.9K

4,677 +56%

清仓

META META PLATFORMS INCORPORATED CLASS A

-$394.8K

0 -100%

清仓

PH PARKER-HANNIFIN CORPORATION

-$392.2K

0 -100%

建仓

SLB SCHLUMBERGER LIMITED COM STK

+$357.4K

7,277

清仓

ICE INTERCONTINENTAL EXCHANGE INCORPORATED

-$352.0K

0 -100%

减持

— NATIONWIDE NASDAQ-1OO RISK-MANAGED INCOME ETF

-$349.1K

18,063 -52%

增持

SHW SHERWIN WILLIAMS COMPANY

+$313.9K

1,993 +108%

清仓

MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A

-$286.1K

0 -100%

建仓

FXH FIRST TRUST HEALTH CARE ALPHADEX FUND

+$277.8K

2,565

增持

AMAT APPLIED MATLS INCORPORATED

+$254.5K

4,571 +38%

增持

— FIRST TR DYNAMIC EUROPE COM COM SHS

+$248.5K

69,876 +33%

建仓

AVGO BROADCOM INCORPORATED

+$242.9K

280

减持

ORLY OREILLY AUTOMOTIVE INCORPORATED

-$238.9K

548 -39%

减持

NAD NUVEEN QUALITY MUNCP INCOME FD

-$238.6K

226,832 -6%

清仓

CMCSA COMCAST CORPORATION NEW CLASS A

-$237.9K

0 -100%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

-$237.0K

33,543 -11%

建仓

FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

+$229.6K

4,471

建仓

QQQ INVESCO QQQ

+$221.7K

600

建仓

COF CAPITAL ONE FINL CORPORATION

+$218.7K

2,000

增持

— MEDTRONIC PLC SHS

+$216.9K

5,919 +57%

清仓

FIS FIDELITY NATL INFORMATION SVCS

-$215.6K

0 -100%

建仓

IVW ISHARES TR S&P 500 GRWT ETF

+$211.4K

3,000

清仓

UPS UNITED PARCEL SERVICE INCORPORATED CLASS B

-$211.1K

0 -100%

建仓

ABBNY ABB LIMITED SPONSORED ADR

+$204.5K

5,200

建仓

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY

+$203.1K

6,350

清仓

— NUVEEN GEORGIA QLTY MUN INCORPORATED FD

-$199.9K

0 -100%

建仓

NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT

+$195.8K

16,793

增持

XAGDX ABRDN GLOBAL DYNAMIC DIVIDEND

+$194.2K

64,236 +43%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

+$193.8K

6,972 -1%

减持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$178.8K

6,175 -1%

增持

COST COSTCO WHOLESALE CORPORATION NEW

+$178.4K

1,544 +18%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$154.8K

80,950 -6%

增持

CRM SALESFORCE INCORPORATED

+$143.8K

6,681 +5%

增持

ROK ROCKWELL AUTOMATION INCORPORATED

+$143.0K

1,145 +43%

增持

BX BLACKSTONE INCORPORATED

+$134.5K

22,797 +1%

增持

F FORD MTR COMPANY DEL

+$106.4K

41,842 +0%

增持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

+$97.1K

168,159 +3%

减持

AMP AMERIPRISE FINL INCORPORATED

-$94.3K

1,533 -22%

增持

ETG EATON VANCE TX ADV GLBL DIV FD

+$93.0K

23,937 +26%

增持

HON HONEYWELL INTERNATIONAL INCORPORATED

+$91.1K

2,214 +15%

减持

— IQ ULTRA SHORT DURATION ETF

-$88.8K

142,730 -2%

增持

— EATON CORPORATION PLC SHS

+$85.5K

2,804 +0%

增持

RGT ROYCE GLOBAL VALUE TR INCORPORATED

+$83.5K

33,152 +34%

减持

FEP FIRST TRUST EUROPE ALPHADEX FUND

-$82.1K

13,444 -14%

增持

FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

+$80.9K

5,360 +8%

增持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

+$80.1K

8,246 +20%

增持

XEVTX EATON VANCE TAX ADVT DIV INCM

+$77.7K

65,223 +5%

增持

NXTG FIRST TRUST INDXX NEXTG ETF

+$72.5K

7,959 +11%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$69.8K

107,347 +2%

减持

V VISA INCORPORATED COM CLASS A

-$68.3K

9,990 -8%

减持

TJX TJX COMPANIES INCORPORATED NEW

-$66.4K

33,739 -10%

减持

DOCU DOCUSIGN INCORPORATED

-$63.0K

4,699 -10%

减持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

-$60.2K

775 -4%

增持

ABT ABBOTT LABS

+$58.6K

5,315 +3%

增持

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

+$57.6K

6,266 +15%

增持

RVT ROYCE VALUE TR INCORPORATED

+$57.3K

35,406 +11%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$56.4K

6,765 -4%

增持

JPM JPMORGAN CHASE & COMPANY

+$54.8K

3,492 +0%

减持

QDEC FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBER

-$52.3K

11,422 -23%

减持

— PIONEER NAT RES COMPANY

-$51.6K

2,659 -10%

增持

YDEC FT CBOE VEST INTERNATIONAL COM BUFFER ETF - DECEMBER

+$44.7K

34,482 +3%

减持

DIS DISNEY WALT COMPANY

-$40.3K

2,747 -4%

建仓

— CALIBERCOS INCORPORATED COM CLASS A

+$38.4K

20,000

增持

UNP UNION PAC CORPORATION

+$38.0K

2,811 +5%

减持

KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

-$37.8K

13,209 -8%

增持

TFC TRUIST FINL CORPORATION

-$37.2K

15,389 +4%

减持

— ICON PLC SHS

+$35.7K

1,803 -7%

增持

DG DOLLAR GENERAL CORPORATION NEW

+$32.7K

1,906 +38%

减持

UNH UNITEDHEALTH GROUP INCORPORATED

-$32.7K

1,866 -5%

减持

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

+$30.2K

18,620 -1%

减持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$30.0K

3,660 -0%

减持

DHR DANAHER CORPORATION

-$28.8K

1,809 -2%

减持

FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF

-$28.2K

18,962 -9%

减持

EWY ISHARES INCORPORATED MSCI STH KOR ETF

-$26.0K

4,374 -12%

减持

QSPT FIRST TR ETF VIII CBOE VEST NASDAQ 100 BUFFER

+$22.9K

16,257 -3%

减持

HD HOME DEPOT INCORPORATED

+$22.2K

3,428 -3%

减持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

+$15.4K

11,697 -10%

增持

WM WASTE MGMT INCORPORATED DEL

+$14.0K

1,359 +0%

增持

EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A

+$13.9K

1,730 +31%

建仓

— MARATHON GOLD CORPORATION

+$12.2K

20,000

增持

RAVI FLEXSHARES ULTRA-SHORT INCOME

+$10.9K

8,740 +1%

减持

— EXXON MOBIL CORPORATION

-$7.0K

2,814 -0%

增持

FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF

-$2.8K

13,179 +5%

减持

URI UNITED RENTALS INCORPORATED

+$2.6K

850 -11%

减持

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND

-$2.6K

6,147 -5%

增持

— CHUBB LIMITED

-$2.2K

2,645 +0%

建仓

— NOVO RES CORPORATION

+$1.6K

10,000

增持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

-$1.0K

16,877 +4%