1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 139
- 較 2024 年第 4 季 −1
- 總值
- $2.18 億
- 較 2024 年第 4 季 +$8.82 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,863 | $2,774 萬 | 12.7% | −817−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 101,181 | $1,925 萬 | 8.8% | −820−0.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 33,933 | $1,301 萬 | 6.0% | +871+2.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 134,698 | $1,137 萬 | 5.2% | −32,356−19.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 183,307 | $1,097 萬 | 5.0% | −27,405−13.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 19,360 | $726.8 萬 | 3.3% | +49+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 132,542 | $591.0 萬 | 2.7% | −3,731−2.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 54,255 | $588.0 萬 | 2.7% | +5,839+12.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 19,180 | $497.1 萬 | 2.3% | +2,482+14.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 33,048 | $402.5 萬 | 1.8% | −63−0.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 26,953 | $376.7 萬 | 1.7% | +972+3.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,011 | $373.4 萬 | 1.7% | +661+10.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,588 | $338.6 萬 | 1.6% | +200+3.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,227 | $328.3 萬 | 1.5% | −18−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,346 | $327.5 萬 | 1.5% | −75−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 73,408 | $327.0 萬 | 1.5% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 151,948 | $284.1 萬 | 1.3% | −220.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 29,547 | $264.9 萬 | 1.2% | −111−0.4% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,680 | $255.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 55,603 | $246.6 萬 | 1.1% | 00.0% | 不變 | – |
| KBHKB Home | COM | 35,786 | $208.0 萬 | 1.0% | +503+1.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,640 | $178.2 萬 | 0.8% | −26−0.4% | 減碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 73,209 | $170.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,015 | $166.4 萬 | 0.8% | −9−0.4% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,880 | $166.4 萬 | 0.8% | −1,059−21.4% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 7,137 | $158.5 萬 | 0.7% | +245+3.6% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 45,261 | $154.5 萬 | 0.7% | −766−1.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,514 | $149.9 萬 | 0.7% | +2,656+92.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 30,626 | $145.9 萬 | 0.7% | −2,562−7.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,247 | $144.2 萬 | 0.7% | +656+14.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,463 | $138.4 萬 | 0.6% | −24−1.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 28,757 | $132.8 萬 | 0.6% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,455 | $128.6 萬 | 0.6% | +102+4.3% | 加碼 | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 61,147 | $123.8 萬 | 0.6% | −1,717−2.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,350 | $122.8 萬 | 0.6% | −48−1.4% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 5,170 | $120.6 萬 | 0.6% | −400−7.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 27,853 | $117.5 萬 | 0.5% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 11,262 | $113.6 萬 | 0.5% | −331−2.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,193 | $109.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 10,594 | $108.3 萬 | 0.5% | 00.0% | 不變 | – |
| HUBSHubSpot Inc | COM | 1,872 | $106.9 萬 | 0.5% | +1,472+368.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,585 | $102.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 23,257 | $100.9 萬 | 0.5% | +1,700+7.9% | 加碼 | – |
| NREFNexPoint Real Estate Finance, Inc. | COM | 61,939 | $94.7 萬 | 0.4% | +1,000+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 31,790 | $89.9 萬 | 0.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,654 | $89.6 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,477 | $85.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 17,434 | $85.1 萬 | 0.4% | +2,011+13.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 18,620 | $84.7 萬 | 0.4% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 5,775 | $82.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 2,705 | $81.7 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,740 | $74.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 30,870 | $73.2 萬 | 0.3% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,471 | $72.9 萬 | 0.3% | −26−1.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,208 | $71.8 萬 | 0.3% | −98−2.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 489 | $70.1 萬 | 0.3% | −11−2.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F383 | ACTIVE GLOBAL | 49,920 | $69.7 萬 | 0.3% | −2,872−5.4% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 3,977 | $68.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 14,532 | $67.8 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 5,104 | $67.7 萬 | 0.3% | −146−2.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,167 | $67.3 萬 | 0.3% | +675+137.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,431 | $67.1 萬 | 0.3% | −750−4.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 13,209 | $66.7 萬 | 0.3% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 1,364 | $66.0 萬 | 0.3% | −32−2.3% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,825 | $63.7 萬 | 0.3% | −23−1.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,801 | $63.1 萬 | 0.3% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 4,176 | $60.6 萬 | 0.3% | −37−0.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 22,835 | $60.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 13,695 | $59.5 萬 | 0.3% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 2,463 | $58.2 萬 | 0.3% | −55−2.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 6,828 | $57.9 萬 | 0.3% | 00.0% | 不變 | – |
| RITMRithm Capital Corp. | REIT | 50,409 | $57.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 21,979 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 11,607 | $57.1 萬 | 0.3% | −1,950−14.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 30,000 | $56.6 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 838 | $56.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,070 | $54.4 萬 | 0.2% | −12−1.1% | 減碼 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 54,405 | $54.2 萬 | 0.2% | −2,361−4.2% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 850 | $53.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 6,935 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,998 | $50.3 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,999 | $50.2 萬 | 0.2% | +87+3.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 3,938 | $50.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,921 | $49.8 萬 | 0.2% | −111−3.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 21,870 | $49.7 萬 | 0.2% | −200−0.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,480 | $49.2 萬 | 0.2% | −176−3.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 614 | $48.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 14,108 | $48.1 萬 | 0.2% | 00.0% | 不變 | – |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 25,975 | $47.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,158 | $47.0 萬 | 0.2% | −20−0.9% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 12,310 | $46.4 萬 | 0.2% | −1,000−7.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,360 | $45.8 萬 | 0.2% | −500−17.5% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 9,762 | $45.7 萬 | 0.2% | +181+1.9% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 32,053 | $45.6 萬 | 0.2% | −568−1.7% | 減碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 10,559 | $43.1 萬 | 0.2% | −54−0.5% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,987 | $42.1 萬 | 0.2% | −74−3.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,310 | $41.5 萬 | 0.2% | −85−3.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 10,658 | $40.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 6,776 | $39.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,117 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。