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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 118 项建仓 11增持 27减持 66清仓 14

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INCORPORATED

+$6.0M

124,208 -1%

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

+$6.0M

137,691 -2%

增持

TSLA TESLA INCORPORATED

+$2.7M

20,854

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

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$2.2M

116,045 -24%

增持

NVDA NVIDIA CORPORATION

+$2.1M

60,578 +4%

减持

BSX BOSTON SCIENTIFIC CORPORATION

-$916.2K

2,203 -79%

增持

AVGO BROADCOM INCORPORATED

+$884.4K

5,270 +70%

增持

BX BLACKSTONE INCORPORATED

+$821.2K

33,640 +2%

增持

META META PLATFORMS INCORPORATED CLASS A

+$723.6K

2,303 +76%

增持

TJX TJX COMPANIES INCORPORATED NEW

+$719.0K

33,113 +1%

建仓

ORCL ORACLE CORPORATION

+$707.9K

2,517

建仓

AMD ADVANCED MICRO DEVICES INCORPORATED

+$677.1K

4,185

减持

COST COSTCO WHOLESALE CORPORATION NEW

-$666.1K

798 -44%

减持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$643.5K

18,235 -15%

减持

AMZN AMAZON COM INCORPORATED

-$637.1K

97,415 -3%

清仓

SHW SHERWIN WILLIAMS COMPANY

-$616.7K

0 -100%

减持

V VISA INCORPORATED COM CLASS A

-$573.6K

7,893 -14%

清仓

LDSF FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF

-$570.0K

0 -100%

建仓

PGR PROGRESSIVE CORPORATION

+$567.5K

2,298

增持

MA MASTERCARD INCORPORATED CLASS A

+$547.1K

1,514 +171%

建仓

PH PARKER-HANNIFIN CORPORATION

+$533.7K

704

增持

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT

+$529.2K

17,335 +78%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

+$512.3K

3,688 +51%

建仓

— ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)

+$507.3K

524

减持

PANW PALO ALTO NETWORKS INCORPORATED

-$507.1K

1,582 -61%

建仓

INTU INTUIT

+$499.9K

732

增持

KBH KB HOME

+$487.6K

40,697 +3%

建仓

NVO NOVO-NORDISK A S ADR (DENMARK)

+$472.9K

8,522

清仓

— MEDTRONIC PLC SHS (IRELAND)

-$461.0K

0 -100%

减持

AMP AMERIPRISE FINL INCORPORATED

-$452.6K

502 -62%

清仓

TXN TEXAS INSTRS INCORPORATED

-$446.4K

0 -100%

清仓

HON HONEYWELL INTERNATIONAL INCORPORATED

-$440.4K

0 -100%

清仓

PG PROCTER AND GAMBLE COMPANY

-$437.0K

0 -100%

减持

ABT ABBOTT LABS

-$377.1K

2,017 -58%

清仓

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-$357.1K

0 -100%

清仓

ROK ROCKWELL AUTOMATION INCORPORATED

-$325.2K

0 -100%

减持

UNP UNION PAC CORPORATION

-$324.9K

906 -61%

减持

— EXXON MOBIL CORPORATION

-$321.2K

5,941 -35%

减持

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW

-$319.0K

1,028 -28%

减持

ORLY OREILLY AUTOMOTIVE INCORPORATED

-$310.6K

3,000 -57%

清仓

DHR DANAHER CORPORATION

-$309.7K

0 -100%

建仓

TDG TRANSDIGM GROUP INCORPORATED

+$308.4K

234

建仓

CMG CHIPOTLE MEXICAN GRILL INCORPORATED

+$288.0K

7,348

增持

ADBE ADOBE INCORPORATED

-$280.9K

37,046 +7%

清仓

SLB SCHLUMBERGER LIMITED COM STK (CURACAO)

-$275.8K

0 -100%

增持

QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH

+$272.1K

39,645 +22%

建仓

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

+$270.1K

7,105

减持

MSFT MICROSOFT CORPORATION

-$269.3K

18,456 -7%

减持

HD HOME DEPOT INCORPORATED

-$267.9K

2,313 -30%

增持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

+$261.1K

1,147 +58%

减持

CRM SALESFORCE INCORPORATED

-$248.5K

6,610 -1%

增持

FJAN FT VEST U.S. EQUITY BUFFER - JANUARY

+$248.2K

57,961 +4%

清仓

APA APA CORPORATION

-$243.7K

0 -100%

建仓

ABBV ABBVIE INCORPORATED

+$236.4K

1,021

清仓

TFC TRUIST FINL CORPORATION

-$219.2K

0 -100%

清仓

FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

-$216.5K

0 -100%

减持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$206.9K

135,127 -0%

减持

SNPS SYNOPSYS INCORPORATED

-$194.4K

3,565 -6%

减持

RAVI FLEXSHARES ULTRA-SHORT INCOME

-$189.9K

4,413 -36%

增持

FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST

+$185.1K

21,153 +14%

增持

— EATON CORPORATION PLC SHS (IRELAND)

+$185.1K

6,484 +3%

减持

AGQI FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF

-$169.8K

36,474 -26%

增持

HUBS HUBSPOT INCORPORATED

-$158.8K

2,790 +6%

减持

XAUG FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER

-$149.4K

9,649 -32%

减持

YDEC FT VEST INTL EQUITY MODERATE BUFFER ETF DEC

-$136.3K

24,008 -20%

清仓

RQI COHEN & STEERS QUALITY INCOME

-$124.5K

0 -100%

减持

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

-$117.0K

26,815 -12%

增持

RITM RITHM CAPITAL CORPORATION COM NEW REIT

+$116.8K

61,355 +19%

减持

VMC VULCAN MATLS COMPANY

-$110.1K

3,220 -24%

增持

EME EMCOR GROUP INCORPORATED

+$106.2K

740 +6%

减持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

-$104.6K

124,572 -6%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

+$101.9K

6,977 -0%

增持

XEVTX EATON VANCE TAX ADVT DIV INCM

+$99.8K

75,650 +4%

减持

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF

-$98.5K

7,675 -21%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$94.6K

52,741 -12%

增持

ABR ARBOR REALTY TRUST INCORPORATED REIT

+$93.4K

24,400 +28%

减持

VBK VANGUARD SMALL-CAP GROWTH ETF

-$89.9K

1,680 -21%

增持

ETG EATON VANCE TX ADV GLBL DIV FD

+$88.9K

31,608 +14%

减持

DHI D R HORTON INCORPORATED

+$85.5K

3,500 -11%

减持

RVT ROYCE SMALL CAP TRUST INCORPORATED

-$73.8K

25,465 -21%

增持

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

+$73.8K

72,458 +5%

增持

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

+$72.6K

7,475 +22%

减持

AMAT APPLIED MATLS INCORPORATED

-$70.9K

3,369 -19%

减持

RGT ROYCE GLOBAL TRUST INCORPORATED

-$68.2K

21,623 -25%

减持

JPM JPMORGAN CHASE & COMPANY.

+$62.2K

3,578 -3%

减持

SPGI S&P GLOBAL INCORPORATED

-$61.1K

1,012 -4%

减持

XAGDX ABRDN GLOBAL DYNAMIC DIVIDEND

-$57.5K

40,011 -25%

减持

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

+$55.9K

23,177 -0%

减持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

-$51.8K

5,481 -18%

减持

IWF ISHARES TR RUS 1000 GRW ETF

+$41.6K

968 -0%

减持

— CHUBB LIMITED (SWITZERLAND)

-$40.7K

2,640 -3%

减持

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

-$38.3K

4,369 -15%

减持

FXN FIRST TRUST ENERGY ALPHADEX FUND

-$37.8K

16,400 -18%

减持

QQQ INVESCO QQQ TR

+$32.4K

732 -1%

减持

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

+$30.7K

27,499 -1%

减持

SDVD FT VEST SMID RISING DIVID ACHIEVERS TARGET

+$24.9K

37,991 -2%

减持

NXTG FIRST TRUST INDXX NEXTG ETF

+$22.3K

6,574 -3%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$21.7K

28,861 -2%

减持

YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT

-$21.2K

12,339 -10%

增持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$20.4K

2,320 +10%

减持

EWY ISHARES INCORPORATED MSCI STH KOR ETF

+$14.8K

3,069 -5%

减持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

+$14.8K

13,583 -1%

减持

KIO KKR INCOME OPPORTUNITIES FD

-$14.6K

11,944 -9%

减持

FEP FIRST TRUST EUROPE ALPHADEX FUND

+$13.1K

10,103 -4%

减持

FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

-$12.1K

4,436 -8%

增持

LLY ELI LILLY & COMPANY

+$11.4K

2,048 +3%

减持

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$10.7K

2,270 -2%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$10.7K

6,985 -3%

增持

WM WASTE MGMT INCORPORATED DEL

-$9.2K

1,164 +0%

减持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

+$9.0K

9,658 -9%

减持

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW

-$7.4K

597 -10%

减持

WMT WALMART INCORPORATED

-$6.2K

3,043 -7%

减持

MPC MARATHON PETE CORPORATION

+$6.0K

1,143 -11%

减持

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

+$5.0K

5,244 -1%

减持

EPD ENTERPRISE PRODUCTS PARTNERS L P

-$4.6K

44,590 -1%

减持

QSPT FT VEST NASDAQ-100 BUFFER ETF SEP

-$4.6K

21,607 -5%

减持

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND

-$4.4K

2,642 -12%

减持

FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF

-$387

8,473 -9%