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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 63 项
建仓 8
增持 25
减持 27
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
BWIN
THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
+$7.9M
359,191
减持
ADBE
ADOBE INCORPORATED
-$4.1M
36,193
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
-$3.0M
146,935
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。
+7%
减持
AMZN
AMAZON COM INCORPORATED
-$2.2M
97,069
-0%
增持
AAPL
APPLE INCORPORATED
-$2.2M
124,496
+0%
增持
MSFT
MICROSOFT CORPORATION
-$2.1M
18,726
+1%
增持
BX
BLACKSTONE INCORPORATED
-$1.1M
39,186
+8%
建仓
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+$600.9K
23,519
减持
CRM
SALESFORCE INCORPORATED
-$541.8K
6,417
-2%
增持
HUBS
HUBSPOT INCORPORATED
-$404.6K
3,235
+9%
减持
V
VISA INCORPORATED COM CLASS A
-$389.2K
7,824
-0%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$374.9K
18,431
+2%
建仓
IVV
ISHARES TR CORE S&P500 ETF
+$371.0K
568
增持
NVDA
NVIDIA CORPORATION
-$344.1K
63,516
+4%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$307.6K
6,683
-4%
增持
VRT
VERTIV HOLDINGS COMPANY COM CLASS A
+$299.1K
3,286
+2%
建仓
APA
APA CORPORATION
+$291.9K
6,878
减持
SNPS
SYNOPSYS INCORPORATED
-$288.2K
3,615
-1%
建仓
MPC
MARATHON PETE CORPORATION
+$279.1K
1,143
减持
AMAT
APPLIED MATLS INCORPORATED
+$272.4K
3,288
-1%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$266.5K
4,159
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$264.0K
7,762
+11%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$259.3K
44,663
+0%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$257.7K
3,569
-4%
减持
FTSM
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
-$243.0K
109,981
-3%
建仓
SLB
SLB LIMITED COM STK (CURACAO)
+$241.9K
4,708
清仓
ABT
ABBOTT LABS
-$237.7K
0
-100%
减持
—
EXXON MOBIL CORPORATION
+$234.0K
5,593
-6%
清仓
CMG
CHIPOTLE MEXICAN GRILL INCORPORATED
-$228.6K
0
-100%
清仓
QCOM
QUALCOMM INCORPORATED
-$225.8K
0
-100%
减持
SKYY
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
-$210.6K
9,437
-1%
建仓
JNJ
JOHNSON & JOHNSON
+$208.3K
852
增持
EME
EMCOR GROUP INCORPORATED
+$204.4K
890
+20%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$201.5K
33,051
+0%
增持
COIN
COINBASE GLOBAL INCORPORATED COM CLASS A
-$199.7K
4,007
+1%
减持
MNST
MONSTER BEVERAGE CORPORATION NEW
-$198.6K
10,740
-16%
增持
KBH
KB HOME
-$187.6K
40,304
+0%
增持
LLY
ELI LILLY & COMPANY
-$168.6K
2,261
+8%
减持
DLR
DIGITAL RLTY TR INCORPORATED REIT
+$124.3K
5,390
-2%
减持
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
-$124.3K
1,002
-3%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$123.1K
135,015
-0%
增持
FMAR
FT VEST U.S. EQUITY BUFFER ETF - MARCH
+$118.3K
29,573
+7%
增持
NOW
SERVICENOW INCORPORATED
-$113.5K
3,120
+9%
增持
JPM
JPMORGAN CHASE & COMPANY
-$100.0K
3,582
+0%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$89.7K
2,521
+9%
增持
SHOP
SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
-$88.3K
7,630
+24%
减持
PGR
PROGRESSIVE CORPORATION
-$80.9K
2,327
-2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$75.9K
5,111
-0%
增持
FJAN
FT VEST U.S. EQUITY BUFFER - JANUARY
-$74.3K
58,580
+0%
减持
FPEI
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND
-$55.9K
124,789
-0%
增持
FFEB
FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY
+$48.4K
18,034
+6%
减持
JRI
NUVEEN REAL ASSET INCOME & GRO
-$43.5K
20,756
-5%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
-$39.4K
52,038
-0%
增持
—
CHUBB LIMITED SWITZ (SWITZERLAND)
+$36.6K
2,641
+0%
增持
RVT
ROYCE SMALL CAP TRUST INCORPORATED
+$21.0K
26,783
+2%
减持
FMAY
FT VEST U.S. EQUITY BUFFER ETF - MAY
-$18.9K
28,753
-0%
减持
SDVD
FT VEST SMID RISING DIVID ACHIEVERS TARGET
-$17.0K
40,690
-3%
减持
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-$16.1K
12,694
-4%
减持
QMAR
FT VEST NASDAQ-100 BUFFER ETF - MARCH
+$13.4K
40,747
-1%
减持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$7.7K
7,099
-0%
增持
RDVY
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
-$6.4K
13,871
+1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$3.4K
2,223
-2%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$2.6K
27,638
-0%
