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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 82 项
建仓 2
增持 24
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INCORPORATED
+$13.5M
124,863
-1%
减持
AMZN
AMAZON COM INCORPORATED
-$3.1M
101,181
-1%
增持
TSLA
TESLA INCORPORATED
-$1.8M
19,180
+15%
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
ADBE
ADOBE INCORPORATED
-$1.7M
33,933
+3%
减持
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
-$1.6M
183,307
-13%
减持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$1.3M
134,698
-19%
增持
MSFT
MICROSOFT CORPORATION
-$871.9K
19,360
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$855.6K
7,011
+10%
增持
HUBS
HUBSPOT INCORPORATED
+$790.7K
1,872
+368%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$739.1K
21,227
-0%
减持
SNPS
SYNOPSYS INCORPORATED
-$733.3K
3,880
-21%
增持
BX
BLACKSTONE INCORPORATED
-$712.2K
26,953
+4%
增持
NVDA
NVIDIA CORPORATION
-$621.6K
54,255
+12%
增持
—
EATON CORPORATION PLC SHS
+$550.4K
5,514
+93%
减持
CRM
SALESFORCE INCORPORATED
-$446.7K
6,640
-0%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$384.5K
1,167
+137%
清仓
—
GLOBALFOUNDRIES INCORPORATED ORDINARY SHARES
-$376.5K
0
-100%
减持
V
VISA INCORPORATED COM CLASS A
+$298.1K
9,346
-1%
建仓
ABBV
ABBVIE INCORPORATED
+$256.9K
1,226
增持
KBH
KB HOME
-$238.9K
35,786
+1%
减持
VMC
VULCAN MATLS COMPANY
-$226.6K
5,170
-7%
清仓
IWM
ISHARES TR RUSSELL 2000 ETF
-$221.0K
0
-100%
建仓
TMUS
T-MOBILE US INCORPORATED
+$208.0K
780
清仓
NAZ
NUVEEN ARIZONA QLTY MUN INCORPORATED FD
-$184.0K
0
-100%
增持
AVGO
BROADCOM INCORPORATED
-$173.0K
2,999
+3%
减持
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
-$166.3K
30,626
-8%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$111.6K
5,247
+14%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$108.1K
970
+61%
减持
ORLY
OREILLY AUTOMOTIVE INCORPORATED
+$107.6K
489
-2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$102.3K
2,360
-17%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$101.8K
45,261
-2%
减持
LLY
ELI LILLY & COMPANY
+$101.7K
2,015
-0%
减持
BSX
BOSTON SCIENTIFIC CORPORATION
+$100.6K
11,262
-3%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$95.5K
2,455
+4%
减持
HD
HOME DEPOT INCORPORATED
-$94.0K
3,350
-1%
增持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$90.4K
7,137
+4%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$89.2K
11,607
-14%
减持
ABT
ABBOTT LABS
+$83.2K
5,104
-3%
增持
FFEB
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY
+$83.0K
17,434
+13%
减持
AMP
AMERIPRISE FINL INCORPORATED
-$82.9K
1,364
-2%
减持
AMAT
APPLIED MATLS INCORPORATED
-$79.1K
4,176
-1%
减持
TFC
TRUIST FINL CORPORATION
-$76.4K
5,100
-23%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$73.4K
12,310
-8%
减持
AMT
AMERICAN TOWER CORPORATION NEW REIT
+$70.1K
2,158
-1%
增持
—
CHUBB LIMITED
+$69.6K
2,705
+0%
减持
FNY
FIRST TRUST MID CAP GROWTH ALPHADEX FUND
-$66.3K
2,989
-18%
减持
PANW
PALO ALTO NETWORKS INCORPORATED
-$65.5K
4,208
-2%
减持
RVT
ROYCE SMALL CAP TRUST INCORPORATED
-$59.0K
32,053
-2%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$56.3K
6,588
+3%
减持
DHR
DANAHER CORPORATION
-$54.6K
1,663
-3%
减持
INTC
INTEL CORPORATION
+$54.2K
21,870
-1%
减持
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
-$52.8K
1,471
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
-$51.3K
9,762
+2%
减持
FEP
FIRST TRUST EUROPE ALPHADEX FUND
+$51.0K
10,559
-1%
增持
FDEC
FT VEST U.S. EQUITY BUFFER ETF - DECEMBER
+$48.5K
23,257
+8%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$44.8K
1,987
-4%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$44.0K
29,547
-0%
减持
—
MEDTRONIC PLC SHS
+$40.6K
5,480
-3%
增持
QQQ
INVESCO QQQ TR
+$39.3K
738
+23%
减持
ROK
ROCKWELL AUTOMATION INCORPORATED
-$39.1K
1,030
-4%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$36.9K
132,542
-3%
减持
TXN
TEXAS INSTRS INCORPORATED
-$34.0K
2,310
-4%
减持
XJUN
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE
-$31.5K
17,431
-4%
减持
APA
APA CORPORATION
-$31.2K
10,325
-4%
减持
TJX
TJX COMPANIES INCORPORATED NEW
+$25.1K
33,048
-0%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$23.9K
524
+5%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$21.2K
1,463
-2%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$20.8K
3,654
+0%
减持
RGT
ROYCE GLOBAL TRUST INCORPORATED
-$20.4K
29,433
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
-$19.3K
737
-1%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
-$15.9K
61,147
-3%
减持
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEND
-$14.4K
54,405
-4%
减持
SLB
SCHLUMBERGER LIMITED COM STK
+$11.6K
6,519
-4%
减持
PG
PROCTER AND GAMBLE COMPANY
-$10.5K
2,921
-4%
减持
AGQI
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF
-$10.0K
49,920
-5%
增持
NREF
NEXPOINT REAL ESTATE FIN INCORPORATED REIT
-$9.1K
61,939
+2%
减持
SHW
SHERWIN WILLIAMS COMPANY
+$9.1K
1,825
-1%
减持
UNP
UNION PAC CORPORATION
+$7.7K
2,463
-2%
减持
WM
WASTE MGMT INCORPORATED DEL
-$5.7K
1,163
-15%
减持
SPGI
S&P GLOBAL INCORPORATED
+$4.8K
1,070
-1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$3.6K
2,320
-2%
减持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND
-$417
151,948
-0%