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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 63 项建仓 5增持 18减持 37清仓 3

方向

标的

Δ市值

现股数(环比)

减持

ADBE ADOBE INCORPORATED

-$6.6M

33,181 -15%

减持

ABT ABBOTT LABS

+$5.5M

5,609 -0%

增持

AMZN AMAZON COM INCORPORATED

+$3.1M

107,900 +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。

减持

AAPL APPLE INCORPORATED

-$2.7M

129,747 -0%

减持

NVDA NVIDIA CORPORATION

+$2.0M

4,858 -1%

减持

TSLA TESLA INCORPORATED

-$1.8M

16,170 -13%

增持

FJAN FT VEST U.S. EQUITY BUFFER - JANUARY

+$1.6M

55,603 +189%

增持

MSFT MICROSOFT CORPORATION

+$906.2K

19,895 +0%

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

+$813.5K

202,501 -10%

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$779.9K

231,149 -5%

增持

COIN COINBASE GLOBAL INCORPORATED COM CLASS A

+$630.2K

3,977 +63%

增持

KBH KB HOME

+$297.2K

35,274 +0%

增持

FFEB FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY

+$284.4K

15,423 +59%

清仓

— EXXON MOBIL CORPORATION

-$281.3K

0 -100%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

+$271.1K

6,558 -6%

减持

TJX TJX COMPANIES INCORPORATED NEW

+$259.8K

34,697 -0%

建仓

MPC MARATHON PETE CORPORATION

+$257.1K

1,276

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$253.7K

21,604 +0%

减持

CRM SALESFORCE INCORPORATED

+$244.2K

6,648 -0%

清仓

NKE NIKE INCORPORATED CLASS B

-$228.9K

0 -100%

建仓

QCOM QUALCOMM INCORPORATED

+$223.5K

1,320

建仓

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW

+$219.4K

618

清仓

DOCU DOCUSIGN INCORPORATED

-$218.7K

0 -100%

减持

LLY ELI LILLY & COMPANY

+$211.9K

1,176 -2%

建仓

MRK MERCK & COMPANY INCORPORATED

+$211.3K

1,601

建仓

TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND

+$201.1K

2,887

减持

AMAT APPLIED MATLS INCORPORATED

+$185.2K

4,490 -2%

减持

V VISA INCORPORATED COM CLASS A

+$184.8K

10,262 -0%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$146.0K

32,025 -1%

减持

BSX BOSTON SCIENTIFIC CORPORATION

+$121.4K

12,037 -1%

减持

HD HOME DEPOT INCORPORATED

+$120.1K

3,410 -1%

减持

JPM JPMORGAN CHASE & COMPANY

+$103.0K

3,483 -0%

减持

COST COSTCO WHOLESALE CORPORATION NEW

+$101.0K

1,529 -1%

减持

ORLY OREILLY AUTOMOTIVE INCORPORATED

+$93.3K

544 -1%

减持

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW

+$88.6K

1,566 -2%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

+$85.3K

66,241 -1%

减持

AMP AMERIPRISE FINL INCORPORATED

+$82.4K

1,516 -1%

增持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

+$65.5K

167,061 +0%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

-$64.7K

1,868 +0%

减持

SHW SHERWIN WILLIAMS COMPANY

+$60.5K

1,964 -1%

减持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$52.7K

146,557 -3%

增持

WM WASTE MGMT INCORPORATED DEL

+$46.4K

1,360 +0%

增持

DG DOLLAR GENERAL CORPORATION NEW

+$44.7K

1,947 +2%

减持

F FORD MTR COMPANY DEL

-$41.5K

16,825 -23%

减持

PG PROCTER AND GAMBLE COMPANY

+$41.3K

2,750 -0%

减持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

+$37.9K

773 -0%

增持

BX BLACKSTONE INCORPORATED

+$36.9K

23,897 +1%

减持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

+$36.8K

8,240 -0%

增持

DHR DANAHER CORPORATION

+$33.7K

1,806 +0%

减持

— IQ ULTRA SHORT DURATION ETF

-$32.8K

90,158 -1%

减持

PANW PALO ALTO NETWORKS INCORPORATED

-$32.5K

2,281 -1%

增持

RVT ROYCE SMALL CAP TRUST INCORPORATED

+$31.6K

36,067 +2%

增持

APA APA CORPORATION

-$25.5K

19,579 +1%

增持

ROK ROCKWELL AUTOMATION INCORPORATED

-$21.6K

1,146 +0%

增持

EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A

+$21.5K

1,742 +3%

减持

SPGI S&P GLOBAL INCORPORATED

-$20.5K

1,126 -1%

减持

DIS DISNEY WALT COMPANY

+$16.8K

2,054 -21%

减持

NAZ NUVEEN ARIZONA QLTY MUN INCORPORATED FD

-$11.2K

55,944 -4%

减持

TFC TRUIST FINL CORPORATION

+$10.5K

11,150 -3%

增持

HON HONEYWELL INTERNATIONAL INCORPORATED

-$9.7K

2,215 +0%

减持

TXN TEXAS INSTRS INCORPORATED

+$6.3K

2,551 -1%

减持

IWF ISHARES TR RUS 1000 GRW ETF

-$5.0K

603 -12%

减持

UNP UNION PAC CORPORATION

-$2.6K

2,797 -0%