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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 100 项建仓 7增持 39减持 48清仓 6

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INCORPORATED

+$2.1M

124,222 +0%

减持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

+$1.2M

18,130 -1%

减持

AMZN AMAZON COM INCORPORATED

+$1.1M

97,319

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。

建仓

SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)

+$993.3K

6,171

增持

LLY ELI LILLY & COMPANY

+$685.6K

2,092 +2%

增持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

-$598.6K

137,941 +0%

增持

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

+$584.9K

13,726 +150%

增持

MSFT MICROSOFT CORPORATION

-$552.6K

18,627 +1%

建仓

VRT VERTIV HOLDINGS COMPANY COM CLASS A

+$524.3K

3,236

增持

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

+$495.0K

31,969 +38%

建仓

LQTI FT VEST INVESTMENT GRADE & TARGET INCOME ETF

+$450.3K

22,382

增持

YDEC FT VEST INTL EQUITY MODERATE BUFFER ETF DEC

+$439.2K

40,304 +68%

增持

— EATON CORPORATION PLC SHS (IRELAND)

-$329.6K

6,584 +2%

减持

KBH KB HOME

-$316.6K

40,300 -1%

减持

VBK VANGUARD SMALL-CAP GROWTH ETF

-$297.0K

672 -60%

减持

TJX TJX COMPANIES INCORPORATED NEW

+$290.6K

33,050 -0%

清仓

KREF KKR REAL ESTATE FIN TR INCORPORATED REIT

-$283.6K

0 -100%

清仓

FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF

-$258.2K

0 -100%

建仓

RONB BARRON FIRST PRINCIPLES ETF

+$254.6K

10,182

建仓

BCSM BARON SMID CAP ETF

+$249.7K

10,325

清仓

MPC MARATHON PETE CORPORATION

-$220.3K

0 -100%

清仓

BSX BOSTON SCIENTIFIC CORPORATION

-$215.1K

0 -100%

清仓

UNP UNION PAC CORPORATION

-$214.2K

0 -100%

增持

ORCL ORACLE CORPORATION

-$211.1K

2,549 +1%

建仓

CSCO CISCO SYSTEMS INCORPORATED

+$202.0K

2,622

增持

INTC INTEL CORPORATION

+$200.7K

25,323 +16%

减持

AMD ADVANCED MICRO DEVICES INCORPORATED

+$194.1K

4,068 -3%

减持

ABR ARBOR REALTY TRUST INCORPORATED REIT

-$191.3K

13,737 -44%

增持

TSLA TESLA INCORPORATED

+$181.6K

21,026 +1%

增持

BX BLACKSTONE INCORPORATED

-$178.0K

36,132 +7%

减持

HD HOME DEPOT INCORPORATED

-$174.0K

2,218 -4%

减持

CRM SALESFORCE INCORPORATED

+$173.1K

6,567 -1%

减持

AMAT APPLIED MATLS INCORPORATED

+$161.6K

3,313 -2%

增持

META META PLATFORMS INCORPORATED CLASS A

-$159.2K

2,321 +1%

减持

DLR DIGITAL RLTY TR INCORPORATED REIT

-$151.3K

5,475 -5%

清仓

KIO KKR INCOME OPPORTUNITIES FD

-$150.5K

0 -100%

减持

ADBE ADOBE INCORPORATED

-$142.5K

36,931 -0%

减持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

-$136.3K

27,740 -4%

减持

FTSM FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT

-$134.6K

113,761 -2%

建仓

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN

+$128.5K

10,912

增持

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW

+$126.4K

1,035 +1%

增持

NOW SERVICENOW INCORPORATED

-$125.4K

2,870 +367%

增持

FJAN FT VEST U.S. EQUITY BUFFER - JANUARY

+$120.2K

58,498 +1%

增持

NVDA NVIDIA CORPORATION

+$118.6K

61,240 +1%

增持

HUBS HUBSPOT INCORPORATED

-$110.9K

2,976 +7%

减持

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

-$100.4K

11,337 -15%

减持

TMO THERMO FISHER SCIENTIFIC INCORPORATED

+$100.2K

1,133 -1%

减持

FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF

-$91.5K

13,250 -27%

减持

XAGDX ABRDN GLOBAL DYNAMIC DIVIDEND

-$91.2K

37,890 -5%

增持

AVGO BROADCOM INCORPORATED

+$88.8K

5,280 +0%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

-$83.1K

6,953 -0%

减持

AMT AMERICAN TOWER CORPORATION NEW REIT

-$81.9K

2,075 -11%

增持

QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH

+$80.8K

41,106 +4%

增持

SDVD FT VEST SMID RISING DIVID ACHIEVERS TARGET

+$78.6K

41,937 +10%

增持

ETG EATON VANCE TX ADV GLBL DIV FD

+$73.7K

32,103 +2%

减持

COST COSTCO WHOLESALE CORPORATION NEW

-$72.9K

772 -3%

减持

PH PARKER-HANNIFIN CORPORATION

+$72.7K

690 -2%

增持

XEVTX EATON VANCE TAX ADVT DIV INCM

+$71.2K

76,286 +1%

减持

ORLY OREILLY AUTOMOTIVE INCORPORATED

-$69.0K

2,790 -7%

减持

V VISA INCORPORATED COM CLASS A

+$59.4K

7,852 -1%

减持

CMG CHIPOTLE MEXICAN GRILL INCORPORATED

-$59.4K

6,178 -16%

减持

DFP FLAHERTY & CRUMRINE DYNAMIC PF SHS

-$57.5K

52,132 -1%

减持

SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND

-$55.6K

9,553 -1%

增持

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

+$54.4K

525 +0%

增持

UNH UNITEDHEALTH GROUP INCORPORATED

-$50.1K

3,706 +0%

减持

EWY ISHARES INCORPORATED MSCI STH KOR ETF

+$40.6K

2,946 -4%

减持

PANW PALO ALTO NETWORKS INCORPORATED

-$40.3K

1,530 -3%

增持

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

+$40.1K

27,720 +1%

增持

SNPS SYNOPSYS INCORPORATED

-$37.4K

3,665 +3%

增持

EPD ENTERPRISE PRODUCTS PARTNERS L P

+$36.5K

44,629 +0%

减持

SPGI S&P GLOBAL INCORPORATED

+$35.8K

1,011 -0%

减持

ABT ABBOTT LABS

-$32.5K

1,897 -6%

减持

INTU INTUIT

-$30.2K

709 -3%

增持

NVO NOVO-NORDISK A S ADR (DENMARK)

-$29.7K

8,711 +2%

增持

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

+$29.1K

7,985 +7%

减持

AGQI FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF

-$26.8K

33,773 -7%

增持

PGR PROGRESSIVE CORPORATION

-$25.3K

2,381 +4%

减持

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

+$25.0K

16,934 -3%

增持

JPM JPMORGAN CHASE & COMPANY.

+$24.8K

3,580 +0%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-$21.6K

135,128 +0%

减持

NXTG FIRST TRUST INDXX NEXTG ETF

+$21.0K

6,514 -1%

减持

AMP AMERIPRISE FINL INCORPORATED

-$19.6K

463 -8%

减持

OKE ONEOK INCORPORATED NEW

-$19.5K

4,550 -6%

增持

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND

+$17.6K

125,160 +0%

减持

QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER

+$16.8K

21,540 -2%

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$15.0K

5,117 -1%

减持

FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND

-$15.0K

4,364 -2%

增持

RVT ROYCE SMALL CAP TRUST INCORPORATED

+$12.8K

26,308 +3%

减持

RGT ROYCE GLOBAL TRUST INCORPORATED

-$12.7K

20,391 -6%

减持

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

+$12.6K

13,582 -0%

减持

FEP FIRST TRUST EUROPE ALPHADEX FUND

+$11.8K

9,839 -3%

增持

RITM RITHM CAPITAL CORPORATION COM NEW REIT

-$11.2K

63,083 +3%

增持

MA MASTERCARD INCORPORATED CLASS A

+$10.0K

1,526 +1%

增持

TDG TRANSDIGM GROUP INCORPORATED

+$8.1K

238 +2%

减持

NREF NEXPOINT REAL ESTATE FIN INCORPORATED REIT

-$8.1K

72,399 -0%

减持

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$6.2K

2,289 -3%

减持

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

+$3.6K

5,219 -0%

减持

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

-$3.5K

20,671 -2%

增持

WM WASTE MGMT INCORPORATED DEL

-$1.2K

1,165 +0%

减持

FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

-$164

4,224 -3%