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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 99 项建仓 10增持 36减持 47清仓 6

方向

标的

Δ市值

现股数(环比)

增持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

+$7.8M

140,569 +4%

增持

NVDA NVIDIA CORPORATION

+$3.3M

58,163 +7%

减持

AMZN AMAZON COM INCORPORATED

+$2.8M

100,399

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

+$2.6M

19,759 +2%

减持

AAPL APPLE INCORPORATED

-$2.1M

124,835 -0%

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$1.9M

152,278 -17%

增持

TSLA TESLA INCORPORATED

+$1.6M

20,644 +8%

增持

BX BLACKSTONE INCORPORATED

+$1.2M

32,933 +22%

建仓

SDVD FT VEST SMID RISING DIVID ACHIEVERS TARGET

+$796.5K

38,834

增持

— EATON CORPORATION PLC SHS (IRELAND)

+$742.7K

6,279 +14%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$576.4K

6,975 +6%

减持

UNH UNITEDHEALTH GROUP INCORPORATED

-$524.6K

2,440 -1%

增持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$506.9K

21,503 +1%

建仓

OKE ONEOK INCORPORATED NEW

+$395.9K

4,850

增持

HUBS HUBSPOT INCORPORATED

+$394.5K

2,630 +40%

建仓

EME EMCOR GROUP INCORPORATED

+$374.4K

700

增持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$358.5K

7,218 +1%

增持

AVGO BROADCOM INCORPORATED

+$352.1K

3,099 +3%

增持

ADBE ADOBE INCORPORATED

+$334.6K

34,504 +2%

减持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

-$327.6K

132,378 -13%

建仓

NET CLOUDFLARE INCORPORATED CLASS A COM

+$299.0K

1,527

增持

META META PLATFORMS INCORPORATED CLASS A

+$295.0K

1,311 +12%

减持

SNPS SYNOPSYS INCORPORATED

+$289.4K

3,810 -2%

清仓

ABBV ABBVIE INCORPORATED

-$256.9K

0 -100%

清仓

FXH FIRST TRUST HEALTH CARE ALPHADEX FUND

-$246.9K

0 -100%

建仓

EWY ISHARES INCORPORATED MSCI STH KOR ETF

+$231.1K

3,219

建仓

PWR QUANTA SVCS INCORPORATED

+$217.8K

576

建仓

FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

+$216.5K

3,148

建仓

IWM ISHARES TR RUSSELL 2000 ETF

+$215.8K

1,000

建仓

MPC MARATHON PETE CORPORATION

+$214.3K

1,290

建仓

DMAR FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH

+$208.8K

5,277

清仓

TMUS T-MOBILE US INCORPORATED

-$208.0K

0 -100%

增持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

+$206.2K

10,599 +0%

增持

FJAN FT VEST U.S. EQUITY BUFFER - JANUARY

+$192.9K

55,917 +1%

增持

JPM JPMORGAN CHASE & COMPANY.

+$170.2K

3,679 +1%

减持

AMAT APPLIED MATLS INCORPORATED

+$154.6K

4,155 -1%

减持

EPD ENTERPRISE PRODUCTS PARTNERS L P

-$146.3K

45,113 -0%

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$132.9K

5,182 -1%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$131.3K

135,153 +2%

减持

LLY ELI LILLY & COMPANY

-$112.9K

1,990 -1%

减持

PANW PALO ALTO NETWORKS INCORPORATED

+$111.1K

4,052 -4%

减持

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-$107.4K

8,194 -33%

增持

ETG EATON VANCE TX ADV GLBL DIV FD

+$105.7K

27,648 +6%

减持

VMC VULCAN MATLS COMPANY

-$105.5K

4,220 -18%

增持

QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH

+$104.3K

32,386 +2%

减持

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF

-$90.0K

9,757 -16%

增持

VBK VANGUARD SMALL-CAP GROWTH ETF

+$86.8K

2,130 +7%

减持

NXTG FIRST TRUST INDXX NEXTG ETF

+$79.2K

6,770 -1%

减持

FEP FIRST TRUST EUROPE ALPHADEX FUND

+$72.9K

10,544 -0%

减持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

-$71.6K

728 -1%

减持

FMAR FT VEST U.S. EQUITY BUFFER ETF - MARCH

+$69.6K

27,765 -0%

增持

ORLY OREILLY AUTOMOTIVE INCORPORATED

-$66.5K

7,035 +1339%

减持

— NXP SEMICONDUCTORS N V (NETHERLANDS)

-$64.3K

3,600 -20%

减持

PG PROCTER AND GAMBLE COMPANY

-$60.8K

2,743 -6%

减持

ROK ROCKWELL AUTOMATION INCORPORATED

+$59.1K

979 -5%

减持

AGQI FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF

+$56.9K

49,009 -2%

减持

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW

+$50.2K

1,433 -3%

减持

XAGDX ABRDN GLOBAL DYNAMIC DIVIDEND

+$48.5K

53,478 -2%

减持

XEVTX EATON VANCE TAX ADVT DIV INCM

+$46.3K

72,608 -1%

减持

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

-$44.0K

12,657 -13%

减持

UNP UNION PAC CORPORATION

-$42.8K

2,343 -5%

减持

TJX TJX COMPANIES INCORPORATED NEW

+$42.0K

32,936 -0%

增持

WMT WALMART INCORPORATED

+$39.9K

3,271 +3%

减持

RGT ROYCE GLOBAL TRUST INCORPORATED

+$39.2K

28,946 -2%

减持

AMP AMERIPRISE FINL INCORPORATED

+$38.9K

1,310 -4%

增持

CRM SALESFORCE INCORPORATED

+$33.1K

6,656 +0%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$32.2K

29,495 -0%

减持

— MEDTRONIC PLC SHS (IRELAND)

-$31.4K

5,289 -3%

减持

TXN TEXAS INSTRS INCORPORATED

+$31.3K

2,150 -7%

减持

DHR DANAHER CORPORATION

-$31.2K

1,568 -6%

增持

— CHUBB LIMITED (SWITZERLAND)

-$31.0K

2,712 +0%

减持

UPS UNITED PARCEL SERVICE INCORPORATED CLASS B

-$30.4K

2,753 -2%

减持

ABT ABBOTT LABS

-$29.8K

4,759 -7%

增持

RVT ROYCE SMALL CAP TRUST INCORPORATED

+$28.2K

32,199 +0%

增持

MA MASTERCARD INCORPORATED CLASS A

+$26.9K

559 +7%

增持

APA APA CORPORATION

+$26.7K

13,325 +29%

减持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

+$23.8K

6,701 -1%

减持

HD HOME DEPOT INCORPORATED

-$22.6K

3,287 -2%

增持

KBH KB HOME

+$22.5K

39,690 +11%

减持

COST COSTCO WHOLESALE CORPORATION NEW

+$21.0K

1,419 -3%

减持

YDEC FT VEST INTL EQUITY MODERATE BUFFER ETF DEC

+$20.8K

30,041 -3%

减持

SHW SHERWIN WILLIAMS COMPANY

-$20.6K

1,796 -2%

增持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

-$20.0K

13,730 +0%

减持

HON HONEYWELL INTERNATIONAL INCORPORATED

+$19.6K

1,891 -5%

增持

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

+$16.2K

6,112 +3%

清仓

— CALIBERCOS INCORPORATED COM CLASS A

-$13.8K

0 -100%

增持

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

-$12.5K

13,337 +1%

增持

ABR ARBOR REALTY TRUST INCORPORATED REIT

-$11.9K

19,113 +4%

减持

SPGI S&P GLOBAL INCORPORATED

+$10.0K

1,050 -2%

减持

V VISA INCORPORATED COM CLASS A

-$7.4K

9,205 -2%

增持

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

+$6.6K

69,154 +12%

增持

RITM RITHM CAPITAL CORPORATION COM NEW REIT

+$4.9K

51,556 +2%

减持

BSX BOSTON SCIENTIFIC CORPORATION

-$4.9K

10,532 -6%

增持

SLB SCHLUMBERGER LIMITED COM STK (CURACAO)

+$3.3K

8,160 +25%

增持

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW

-$3.3K

667 +3%

减持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$3.0K

2,111 -2%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$1.7K

60,199 -2%

清仓

— SORTIS HLDGS INCORPORATED

+$0

0 -100%

清仓

— MOBILEPRO CORPORATION COM NEW

+$0

0 -100%