1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 137
- 較 2023 年第 1 季 +15
- 總值
- $1.89 億
- 較 2023 年第 1 季 +$2,265 萬 (+13.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 125,011 | $2,425 萬 | 12.8% | −7,733−5.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 40,680 | $1,989 萬 | 10.5% | −783−1.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 323,207 | $1,920 萬 | 10.2% | −13,415−4.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 106,519 | $1,389 萬 | 7.3% | −486−0.5% | 減碼 | 歷史 |
| Indexiq Active ETF Tr45409F819 | IQ ULTR SHT DU | 142,730 | $681.0 萬 | 3.6% | −2,516−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 17,062 | $581.0 萬 | 3.1% | +2,299+15.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 107,347 | $430.4 萬 | 2.3% | +1,926+1.8% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 248,501 | $381.0 萬 | 2.0% | −29,000−10.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,315 | $348.5 萬 | 1.8% | +95+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 33,739 | $286.1 萬 | 1.5% | −3,615−9.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 168,159 | $283.3 萬 | 1.5% | +4,796+2.9% | 加碼 | – |
| NADNuveen Quality Municipal Income Fund | COM | 226,832 | $255.6 萬 | 1.4% | −15,582−6.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 33,543 | $251.8 萬 | 1.3% | −4,233−11.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,175 | $251.5 萬 | 1.3% | −37−0.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 20,851 | $249.6 萬 | 1.3% | +1,224+6.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,972 | $237.7 萬 | 1.3% | −100−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,990 | $237.3 萬 | 1.3% | −836−7.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,797 | $211.9 萬 | 1.1% | +200+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,442 | $187.9 萬 | 1.0% | −200−4.3% | 減碼 | 歷史 |
| KBHKB Home | COM | 35,265 | $182.4 萬 | 1.0% | +302+0.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,768 | $164.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,780 | $154.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 65,223 | $148.4 萬 | 0.8% | +3,034+4.9% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 6,320 | $142.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,681 | $141.1 萬 | 0.7% | +336+5.3% | 加碼 | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 80,950 | $141.0 萬 | 0.7% | −5,228−6.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 41,070 | $137.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 28,757 | $112.1 萬 | 0.6% | +28,757 | 新進 | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 45,379 | $110.5 萬 | 0.6% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,765 | $110.3 萬 | 0.6% | −311−4.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 3,428 | $106.5 萬 | 0.6% | −105−3.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 28,847 | $102.8 萬 | 0.5% | +28,847 | 新進 | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 15,680 | $101.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,677 | $95.7 萬 | 0.5% | +1,677+55.9% | 加碼 | 歷史 |
| FDEUFirst Trust Dynamic Europe Equity Income Fund | COM SHS | 69,876 | $91.6 萬 | 0.5% | +17,501+33.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,091 | $90.1 萬 | 0.5% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,866 | $89.7 萬 | 0.5% | −101−5.1% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 11,697 | $88.8 萬 | 0.5% | −1,350−10.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,544 | $83.1 萬 | 0.4% | +230+17.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,510 | $78.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 34,482 | $75.8 萬 | 0.4% | +1,069+3.2% | 加碼 | – |
| NAZNuveen Arizona Quality Municipal Income Fund | COM | 68,944 | $74.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 40,000 | $73.8 萬 | 0.4% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 12,740 | $73.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 18,620 | $71.9 萬 | 0.4% | −265−1.4% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 15,072 | $71.8 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 19,240 | $71.6 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 29,581 | $70.9 萬 | 0.4% | +29,581 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 13,209 | $69.8 萬 | 0.4% | −1,097−7.7% | 減碼 | – |
| APAAPA Corp | Stock | 19,471 | $66.5 萬 | 0.4% | +19,471 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,571 | $66.1 萬 | 0.3% | +1,264+38.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 12,161 | $65.8 萬 | 0.3% | +12,161 | 新進 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 8,740 | $65.5 萬 | 0.3% | +127+1.5% | 加碼 | – |
| FFord Motor Co | Stock | 41,842 | $63.3 萬 | 0.3% | +41+0.1% | 加碼 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 64,236 | $61.3 萬 | 0.3% | +19,367+43.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,660 | $59.4 萬 | 0.3% | −5−0.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,308 | $59.0 萬 | 0.3% | +2,308 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,315 | $57.9 萬 | 0.3% | +171+3.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,811 | $57.5 萬 | 0.3% | +142+5.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 16,877 | $57.4 萬 | 0.3% | +680+4.2% | 加碼 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 7,959 | $57.1 萬 | 0.3% | +781+10.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,206 | $56.6 萬 | 0.3% | +1,206 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 2,804 | $56.4 萬 | 0.3% | +12+0.4% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 2,659 | $55.1 萬 | 0.3% | −291−9.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,590 | $54.4 萬 | 0.3% | +1,590 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 5,360 | $54.3 萬 | 0.3% | +394+7.9% | 加碼 | – |
| SHWSherwin Williams Co | COM | 1,993 | $52.9 萬 | 0.3% | +1,035+108.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 548 | $52.4 萬 | 0.3% | −350−39.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,919 | $52.1 萬 | 0.3% | +2,141+56.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 6,147 | $51.6 萬 | 0.3% | −300−4.7% | 減碼 | – |
| CBChubb Ltd | Stock | 2,645 | $50.9 萬 | 0.3% | +11+0.4% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,533 | $50.9 萬 | 0.3% | −436−22.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,492 | $50.8 萬 | 0.3% | +15+0.4% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 35,406 | $48.9 萬 | 0.3% | +3,622+11.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 15,389 | $46.7 萬 | 0.2% | +600+4.1% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 13,444 | $46.3 萬 | 0.2% | −2,234−14.2% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 2,570 | $46.3 萬 | 0.2% | +2,570 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,214 | $45.9 萬 | 0.2% | +287+14.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,998 | $45.9 萬 | 0.2% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,134 | $45.5 萬 | 0.2% | +1,134 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 1,803 | $45.1 萬 | 0.2% | −142−7.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,809 | $43.4 萬 | 0.2% | −28−1.5% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 3,500 | $42.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,763 | $41.9 萬 | 0.2% | +2,763 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 6,266 | $41.8 萬 | 0.2% | +840+15.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 12,176 | $40.7 萬 | 0.2% | +12,176 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 775 | $40.4 萬 | 0.2% | −31−3.8% | 減碼 | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 23,937 | $40.0 萬 | 0.2% | +4,941+26.0% | 加碼 | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 18,063 | $38.9 萬 | 0.2% | −19,513−51.9% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,246 | $38.8 萬 | 0.2% | +1,375+20.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 9,700 | $38.6 萬 | 0.2% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 850 | $37.9 萬 | 0.2% | −100−10.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,145 | $37.7 萬 | 0.2% | +347+43.5% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 13,179 | $37.1 萬 | 0.2% | +590+4.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 22,950 | $35.9 萬 | 0.2% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 838 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 7,277 | $35.7 萬 | 0.2% | +7,277 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 9,650 | $34.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 16,257 | $34.7 萬 | 0.2% | −543−3.2% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 614 | $34.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | – | $69.8 萬 |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 1,894 | $54.1 萬 | 0.3% | 歷史 |
| LOWLowes Companies Inc | Stock | 2,466 | $49.3 萬 | 0.3% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,863 | $39.5 萬 | 0.2% | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,167 | $39.2 萬 | 0.2% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,375 | $35.2 萬 | 0.2% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,104 | $28.6 萬 | 0.2% | 歷史 |
| CMCSAComcast Corp | Stock | 6,276 | $23.8 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,969 | $21.6 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,088 | $21.1 萬 | 0.1% | 歷史 |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 19,660 | $20.0 萬 | 0.1% | 歷史 |