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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 61 项建仓 6增持 22减持 22清仓 11

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INCORPORATED

-$15.0M

125,680 +0%

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

+$5.1M

167,054 -18%

减持

AMZN AMAZON COM INCORPORATED

+$3.2M

102,001

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

TSLA TESLA INCORPORATED

+$2.4M

16,698 +2%

增持

ADBE ADOBE INCORPORATED

-$2.1M

33,062 +2%

清仓

— NEXPOINT REAL ESTATE FINANCE IC CUM RED PFD B

-$1.5M

0 -100%

建仓

— EXXON MOBIL CORPORATION

+$988.9K

9,193

增持

BX BLACKSTONE INCORPORATED

+$881.5K

25,981 +11%

增持

KBH KB HOME

-$704.4K

35,283 +0%

建仓

FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER

+$694.9K

14,532

增持

NVDA NVIDIA CORPORATION

+$685.9K

48,416 +1%

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$672.8K

210,712 -5%

清仓

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND

-$671.6K

0 -100%

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$573.5K

21,245 +2%

增持

LLY ELI LILLY & COMPANY

+$514.5K

2,024 +71%

建仓

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT

+$508.3K

9,581

减持

NAZ NUVEEN ARIZONA QLTY MUN INCORPORATED FD

-$477.3K

16,174 -71%

清仓

— DIGITALBRIDGE GROUP INCORPORATED

-$448.9K

0 -100%

增持

SNPS SYNOPSYS INCORPORATED

+$428.3K

4,939 +27%

增持

V VISA INCORPORATED COM CLASS A

+$387.2K

9,421 +0%

建仓

UPS UNITED PARCEL SERVICE INCORPORATED CLASS B

+$353.5K

2,803

清仓

— ICON PLC SHS

-$352.5K

0 -100%

清仓

CCI CROWN CASTLE INCORPORATED REIT

-$323.0K

0 -100%

建仓

KREF KKR REAL ESTATE FIN TR INCORPORATED REIT

+$318.3K

31,511

建仓

HUBS HUBSPOT INCORPORATED

+$278.7K

400

减持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-$270.8K

136,273 -0%

清仓

EWY ISHARES INCORPORATED MSCI STH KOR ETF

-$269.8K

0 -100%

清仓

— NGL ENERGY PARTNERS LP PFD UNIT CL B

-$248.8K

0 -100%

清仓

ABBV ABBVIE INCORPORATED

-$242.1K

0 -100%

减持

— GLOBALFOUNDRIES INCORPORATED ORDINARY SHARES

-$230.4K

8,775 -42%

增持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$216.8K

6,892 +0%

清仓

MPC MARATHON PETE CORPORATION

-$210.2K

0 -100%

清仓

NKE NIKE INCORPORATED CLASS B

-$209.9K

0 -100%

减持

APA APA CORPORATION

-$201.9K

10,752 -42%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$186.2K

6,388 +4%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

-$180.5K

29,658 -3%

增持

FDEC FT VEST U.S. EQUITY BUFFER ETF - DECEMBER

+$163.0K

21,557 +18%

减持

TFC TRUIST FINL CORPORATION

-$162.8K

6,600 -37%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

+$136.1K

2,353 +31%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$121.0K

62,864 -2%

减持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$112.6K

2,178 -1%

增持

TJX TJX COMPANIES INCORPORATED NEW

+$108.5K

33,111 +0%

清仓

F FORD MTR COMPANY

-$108.2K

0 -100%

增持

JPM JPMORGAN CHASE & COMPANY.

+$105.8K

3,652 +0%

增持

EPD ENTERPRISE PRODUCTS PARTNERS L P

+$104.6K

46,027 +0%

减持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

-$81.1K

151,970 -1%

减持

FEP FIRST TRUST EUROPE ALPHADEX FUND

-$58.7K

10,613 -6%

增持

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

+$54.9K

60,939 +6%

减持

UNP UNION PAC CORPORATION

-$53.6K

2,518 -1%

减持

XEVTX EATON VANCE TAX ADVT DIV INCM

-$50.8K

73,209 -0%

增持

PANW PALO ALTO NETWORKS INCORPORATED

+$47.6K

4,306 +100%

减持

RITM RITHM CAPITAL CORPORATION COM NEW REIT

-$37.6K

50,409 -2%

增持

MSFT MICROSOFT CORPORATION

-$33.1K

19,311 +2%

减持

FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF

-$27.5K

9,319 -10%

减持

FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY

+$26.9K

33,188 -0%

减持

ABT ABBOTT LABS

-$24.8K

5,250 -3%

减持

PG PROCTER AND GAMBLE COMPANY

-$23.6K

3,032 -1%

减持

FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF

-$20.2K

18,250 -4%

增持

RQI COHEN & STEERS QUALITY INCOME

-$19.3K

10,000 +900%

增持

RGT ROYCE GLOBAL TRUST INCORPORATED

-$12.1K

30,724 +4%

减持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

-$1.0K

6,776 -0%