1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 121
- 較 2022 年第 1 季 −7
- 總值
- $1.41 億
- 較 2022 年第 1 季 −$3,182 萬 (−18.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 125,668 | $1,718 萬 | 12.2% | +801+0.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 41,113 | $1,505 萬 | 10.6% | +75+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 225,840 | $1,341 萬 | 9.5% | −4,292−1.9% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 101,580 | $1,079 萬 | 7.6% | +2,900+2.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 95,142 | $369.2 萬 | 2.6% | +1,229+1.3% | 加碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 285,086 | $355.5 萬 | 2.5% | −8,170−2.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,487 | $302.2 萬 | 2.1% | +466+11.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,566 | $297.1 萬 | 2.1% | +175+1.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 39,084 | $273.3 萬 | 1.9% | +345+0.9% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 147,124 | $260.7 萬 | 1.8% | −25,376−14.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 265,001 | $240.4 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 121,173 | $232.7 萬 | 1.6% | 00.0% | 不變 | – |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 105,348 | $226.4 萬 | 1.6% | −3,854−3.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,661 | $209.9 萬 | 1.5% | +70+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 36,922 | $206.2 萬 | 1.5% | −1,199−3.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,072 | $193.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 20,550 | $187.5 萬 | 1.3% | +1,260+6.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 845 | $184.1 萬 | 1.3% | +103+13.9% | 加碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 73,271 | $174.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Indexiq Active ETF Tr45409F819 | IQ ULTR SHT DU | 33,612 | $160.0 萬 | 1.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 41,070 | $153.6 萬 | 1.1% | −50−0.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,763 | $141.5 萬 | 1.0% | +140+3.0% | 加碼 | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 56,000 | $135.9 萬 | 1.0% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 8,925 | $115.9 萬 | 0.8% | +850+10.5% | 加碼 | 歷史 |
| NAZNuveen Arizona Quality Municipal Income Fund | COM | 78,944 | $101.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,926 | $98.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,601 | $98.8 萬 | 0.7% | +258+7.7% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 6,320 | $89.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 13,210 | $87.1 萬 | 0.6% | +500+3.9% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,801 | $86.4 萬 | 0.6% | +530+8.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 5,162 | $85.2 萬 | 0.6% | +1,100+27.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,658 | $80.7 萬 | 0.6% | +150+6.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 42,700 | $79.8 萬 | 0.6% | 00.0% | 不變 | – |
| ICLRIcon PLC | COM | 3,388 | $73.4 萬 | 0.5% | −741−17.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,072 | $72.8 萬 | 0.5% | 00.0% | 不變 | – |
| KBHKB Home | COM | 24,926 | $70.9 萬 | 0.5% | −1,997−7.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,584 | $69.5 萬 | 0.5% | +825+21.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 12,656 | $62.2 萬 | 0.4% | 00.0% | 不變 | – |
| NREFNexPoint Real Estate Finance, Inc. | COM | 30,237 | $61.3 萬 | 0.4% | −927−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,275 | $61.1 萬 | 0.4% | −46−3.5% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 2,650 | $59.1 萬 | 0.4% | −150−5.4% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 6,370 | $59.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 62,810 | $58.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 16,432 | $57.9 萬 | 0.4% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 879 | $55.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 3,252 | $54.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FDEUFirst Trust Dynamic Europe Equity Income Fund | COM SHS | 48,934 | $54.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 29,198 | $54.4 萬 | 0.4% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 9,409 | $54.0 萬 | 0.4% | −100−1.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,710 | $53.2 萬 | 0.4% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 4,848 | $52.7 萬 | 0.4% | −300−5.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,413 | $51.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,564 | $51.0 萬 | 0.4% | +645+13.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,831 | $50.8 萬 | 0.4% | −70−3.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 2,542 | $50.0 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 35,694 | $49.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 7,717 | $49.7 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 6,447 | $49.1 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 15,595 | $48.8 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 216 | $47.2 萬 | 0.3% | −6−2.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,828 | $46.7 萬 | 0.3% | −94−4.9% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 41,280 | $45.9 萬 | 0.3% | +10,221+32.9% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,911 | $45.4 萬 | 0.3% | −61−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,277 | $44.9 萬 | 0.3% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,759 | $44.6 萬 | 0.3% | −95−5.1% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,000 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,982 | $43.9 萬 | 0.3% | +106+2.2% | 加碼 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 12,851 | $42.9 萬 | 0.3% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 780 | $42.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,384 | $41.7 萬 | 0.3% | −96−3.9% | 減碼 | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 25,746 | $41.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 7,750 | $36.8 萬 | 0.3% | +7,750 | 新進 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 4,907 | $36.5 萬 | 0.3% | 00.0% | 不變 | – |
| JRINuveen Real Asset Income & Growth Fund | COM | 27,768 | $36.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,676 | $35.3 萬 | 0.2% | 00.0% | 不變 | – |
| RITMRithm Capital Corp. | REIT | 36,277 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,670 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 1,343 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,662 | $32.8 萬 | 0.2% | −115−3.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,893 | $32.6 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,868 | $32.5 萬 | 0.2% | −80−4.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 21,950 | $32.4 萬 | 0.2% | −10,000−31.3% | 減碼 | – |
| ELEstee Lauder Companies Inc | CL A | 1,263 | $32.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,375 | $31.7 萬 | 0.2% | −131−3.7% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,025 | $31.6 萬 | 0.2% | −800−28.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 6,986 | $30.8 萬 | 0.2% | 00.0% | 不變 | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 7,475 | $30.2 萬 | 0.2% | +1,850+32.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 921 | $30.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,863 | $30.0 萬 | 0.2% | −118−6.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 9,650 | $29.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 5,002 | $29.1 萬 | 0.2% | −11−0.2% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 3,093 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,130 | $27.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RGTRoyce Global Trust, Inc. | COM | 31,157 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 14,595 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 10,987 | $26.8 萬 | 0.2% | +32+0.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,818 | $26.2 萬 | 0.2% | −1,000−26.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,568 | $26.1 萬 | 0.2% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 4,100 | $25.4 萬 | 0.2% | −164−3.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,942 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVGOBroadcom Inc. | Stock | 558 | $35.1 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,017 | $23.2 萬 | 0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 1,080 | $23.2 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,216 | $23.2 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,415 | $22.9 萬 | 0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,000 | $22.9 萬 | 0.1% | – |
| GPNGlobal Payments Inc | Stock | 1,650 | $22.6 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 1,955 | $22.4 萬 | 0.1% | – |
| ROKRockwell Automation, Inc | Stock | 798 | $22.3 萬 | 0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 1,000 | $20.9 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,000 | $20.5 萬 | 0.1% | – |
| MMM3M Co | Stock | 1,364 | $20.3 萬 | 0.1% | 歷史 |
| DBRGDigitalBridge Group, Inc. | CL A COM | 13,000 | $9.40 萬 | 0.1% | 歷史 |
| ATRSAntares Pharma, Inc. | COM | 14,000 | $5.70 萬 | <0.1% | 歷史 |