1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 122
- 較 2022 年第 4 季 −2
- 總值
- $1.67 億
- 較 2022 年第 4 季 +$2,721 萬 (+19.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 132,744 | $2,189 萬 | 13.1% | +5,046+4.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 336,622 | $2,003 萬 | 12.0% | +96,562+40.2% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 41,463 | $1,598 萬 | 9.6% | +25+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 107,005 | $1,105 萬 | 6.6% | +4,505+4.4% | 加碼 | 歷史 |
| Indexiq Active ETF Tr45409F819 | IQ ULTR SHT DU | 145,246 | $689.9 萬 | 4.1% | +42,748+41.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,763 | $425.6 萬 | 2.6% | +2,796+23.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 105,421 | $423.4 萬 | 2.5% | +375+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 13,220 | $319.1 萬 | 1.9% | +209+1.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 37,354 | $292.7 萬 | 1.8% | −113−0.3% | 減碼 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 242,414 | $279.5 萬 | 1.7% | +573+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 37,776 | $275.5 萬 | 1.7% | +1,900+5.3% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 163,363 | $273.6 萬 | 1.6% | +14,020+9.4% | 加碼 | – |
| VVisa Inc. | Stock | 10,826 | $244.1 萬 | 1.5% | +32+0.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 277,501 | $234.5 萬 | 1.4% | +16,000+6.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,212 | $233.6 萬 | 1.4% | +5,088+452.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,072 | $218.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,627 | $203.6 萬 | 1.2% | +779+4.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,597 | $198.5 萬 | 1.2% | +397+1.8% | 加碼 | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 86,178 | $156.5 萬 | 0.9% | −2,318−2.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,780 | $156.4 萬 | 0.9% | +17+0.4% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,768 | $145.5 萬 | 0.9% | +160+4.4% | 加碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 62,189 | $140.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KBHKB Home | COM | 34,963 | $140.5 萬 | 0.8% | +6,154+21.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 41,070 | $134.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,642 | $128.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,345 | $126.8 萬 | 0.8% | +755+13.5% | 加碼 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 15,680 | $113.2 萬 | 0.7% | +1,500+10.6% | 加碼 | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 45,379 | $111.6 萬 | 0.7% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 6,320 | $108.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 7,076 | $104.6 萬 | 0.6% | +402+6.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,533 | $104.3 萬 | 0.6% | +11+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,967 | $93.0 萬 | 0.6% | +13+0.7% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 13,047 | $87.3 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,091 | $83.5 萬 | 0.5% | +4,091 | 新進 | – |
| NAZNuveen Arizona Quality Municipal Income Fund | COM | 68,944 | $77.9 萬 | 0.5% | −10,000−12.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 898 | $76.2 萬 | 0.5% | +3+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 40,000 | $74.5 萬 | 0.4% | −201−0.5% | 減碼 | – |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 37,576 | $73.8 萬 | 0.4% | −12,142−24.4% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,306 | $73.6 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,072 | $72.1 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 33,413 | $71.3 萬 | 0.4% | +4,710+16.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 18,885 | $68.9 萬 | 0.4% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 12,740 | $68.8 萬 | 0.4% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,510 | $67.7 萬 | 0.4% | +2,190+50.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 19,240 | $67.1 萬 | 0.4% | +19,240 | 新進 | – |
| FDEUFirst Trust Dynamic Europe Equity Income Fund | COM SHS | 52,375 | $66.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,314 | $65.3 萬 | 0.4% | +5+0.4% | 加碼 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 8,613 | $64.4 萬 | 0.4% | +3,806+79.2% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 1,969 | $60.3 萬 | 0.4% | +7+0.4% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 2,950 | $60.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 16,197 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,665 | $56.4 萬 | 0.3% | 00.0% | 不變 | – |
| NXPINXP Semiconductors N.V. | COM | 3,000 | $55.9 萬 | 0.3% | +400+15.4% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 15,678 | $54.5 萬 | 0.3% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,894 | $54.1 萬 | 0.3% | +80+4.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,669 | $53.7 萬 | 0.3% | +34+1.3% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 41,801 | $52.7 萬 | 0.3% | +207+0.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,144 | $52.1 萬 | 0.3% | −176−3.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 6,447 | $51.9 萬 | 0.3% | +300+4.9% | 加碼 | – |
| CBChubb Ltd | Stock | 2,634 | $51.1 萬 | 0.3% | +58+2.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 14,789 | $50.4 萬 | 0.3% | +739+5.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 7,178 | $49.9 萬 | 0.3% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 2,466 | $49.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 2,792 | $47.8 萬 | 0.3% | +75+2.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 806 | $46.5 萬 | 0.3% | +7+0.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,837 | $46.3 萬 | 0.3% | +20+1.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,966 | $46.2 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,477 | $45.3 萬 | 0.3% | +542+18.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,998 | $43.2 萬 | 0.3% | 00.0% | 不變 | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 31,784 | $43.1 萬 | 0.3% | +239+0.8% | 加碼 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 44,869 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ICLRIcon PLC | COM | 1,945 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,307 | $40.6 萬 | 0.2% | +26+0.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,863 | $39.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,167 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 950 | $37.6 萬 | 0.2% | −20−2.1% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 12,589 | $37.4 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 1,927 | $36.8 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 9,700 | $36.3 萬 | 0.2% | +9,700 | 新進 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,426 | $36.0 萬 | 0.2% | −150−2.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 22,950 | $35.6 萬 | 0.2% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,375 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 3,500 | $34.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,739 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| JRINuveen Real Asset Income & Growth Fund | COM | 27,768 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,322 | $32.6 萬 | 0.2% | −48−3.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 9,650 | $32.5 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 16,800 | $32.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 6,986 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,816 | $30.9 萬 | 0.2% | +22+0.8% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 6,871 | $30.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 14,851 | $30.8 萬 | 0.2% | 00.0% | 不變 | – |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 18,996 | $30.7 萬 | 0.2% | −323−1.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,778 | $30.5 萬 | 0.2% | +49+1.3% | 加碼 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 4,953 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 5,199 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 838 | $29.8 萬 | 0.2% | −83−9.0% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 1,382 | $29.1 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 2,025 | $29.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,104 | $28.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（9 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DLRDigital Realty Trust, Inc. | COM | 7,925 | $79.5 萬 | 0.6% | 歷史 |
| NREFNexPoint Real Estate Finance, Inc. | COM | 41,258 | $65.6 萬 | 0.5% | 歷史 |
| CCICrown Castle Inc. | REIT | 3,288 | $44.6 萬 | 0.3% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,882 | $39.9 萬 | 0.3% | 歷史 |
| RITMRithm Capital Corp. | REIT | 46,820 | $38.3 萬 | 0.3% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 13,628 | $32.9 萬 | 0.2% | 歷史 |
| DBRG.PHDigitalBridge Group, Inc. | COM | 11,179 | $21.1 萬 | 0.2% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 14,568 | $19.2 萬 | 0.1% | 歷史 |
| Acre Rlty Invs Inc Com00489F106 | Common Stock | 11,498 | $0 | 0.0% | – |