1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 143
- 較 2025 年第 1 季 +4
- 總值
- $2.43 億
- 較 2025 年第 1 季 +$2,509 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,835 | $2,561 萬 | 10.5% | −280.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 100,399 | $2,203 萬 | 9.1% | −782−0.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 140,569 | $1,916 萬 | 7.9% | +5,871+4.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 34,504 | $1,335 萬 | 5.5% | +571+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,759 | $982.8 萬 | 4.0% | +399+2.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 58,163 | $918.9 萬 | 3.8% | +3,908+7.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 152,278 | $911.7 萬 | 3.8% | −31,029−16.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 20,644 | $655.8 萬 | 2.7% | +1,464+7.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 135,153 | $604.1 萬 | 2.5% | +2,611+2.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 32,933 | $492.6 萬 | 2.0% | +5,980+22.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 32,936 | $406.7 萬 | 1.7% | −112−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,975 | $396.2 萬 | 1.6% | +387+5.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,503 | $378.9 萬 | 1.6% | +276+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 73,408 | $352.4 萬 | 1.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,011 | $340.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,680 | $331.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 9,205 | $326.8 萬 | 1.3% | −141−1.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 29,495 | $268.1 萬 | 1.1% | −52−0.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 55,917 | $265.9 萬 | 1.1% | +314+0.6% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 132,378 | $251.4 萬 | 1.0% | −19,570−12.9% | 減碼 | – |
| ETNEaton Corp plc | Stock | 6,279 | $224.2 萬 | 0.9% | +765+13.9% | 加碼 | 歷史 |
| KBHKB Home | COM | 39,690 | $210.2 萬 | 0.9% | +3,904+10.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,810 | $195.3 萬 | 0.8% | −70−1.8% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 7,218 | $194.4 萬 | 0.8% | +81+1.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 6,656 | $181.5 萬 | 0.7% | +16+0.2% | 加碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 72,608 | $175.0 萬 | 0.7% | −601−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 30,626 | $158.5 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,182 | $157.5 萬 | 0.6% | −65−1.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,990 | $155.1 萬 | 0.6% | −25−1.2% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,630 | $146.4 萬 | 0.6% | +758+40.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 28,757 | $143.9 萬 | 0.6% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,419 | $140.5 萬 | 0.6% | −44−3.0% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 45,113 | $139.9 萬 | 0.6% | −148−0.3% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,977 | $139.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 10,599 | $128.9 萬 | 0.5% | +50.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 27,765 | $124.5 萬 | 0.5% | −88−0.3% | 減碼 | – |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 60,199 | $123.6 萬 | 0.5% | −948−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,287 | $120.5 萬 | 0.5% | −63−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,585 | $116.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 10,532 | $113.1 萬 | 0.5% | −730−6.5% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 4,220 | $110.1 萬 | 0.5% | −950−18.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 23,257 | $108.5 萬 | 0.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,679 | $106.7 萬 | 0.4% | +25+0.7% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,775 | $100.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 32,386 | $100.4 萬 | 0.4% | +596+1.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,193 | $99.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,311 | $96.8 萬 | 0.4% | +144+12.3% | 加碼 | 歷史 |
| NREFNexPoint Real Estate Finance, Inc. | COM | 69,154 | $95.4 萬 | 0.4% | +7,215+11.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 17,434 | $91.4 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 18,620 | $91.3 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,099 | $85.4 萬 | 0.4% | +100+3.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,052 | $82.9 萬 | 0.3% | −156−3.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,740 | $79.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 38,834 | $79.6 萬 | 0.3% | +38,834 | 新進 | – |
| NXPINXP Semiconductors N.V. | COM | 3,600 | $78.7 萬 | 0.3% | −877−19.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 2,712 | $78.6 萬 | 0.3% | +7+0.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,433 | $77.9 萬 | 0.3% | −38−2.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,440 | $76.1 萬 | 0.3% | −15−0.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,155 | $76.1 萬 | 0.3% | −21−0.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F383 | ACTIVE GLOBAL | 49,009 | $75.4 萬 | 0.3% | −911−1.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 30,041 | $75.3 萬 | 0.3% | −829−2.7% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,801 | $72.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,431 | $71.6 萬 | 0.3% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 1,310 | $69.9 萬 | 0.3% | −54−4.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 22,835 | $67.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 6,770 | $65.9 萬 | 0.3% | −58−0.8% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 13,337 | $65.5 萬 | 0.3% | +128+1.0% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,759 | $64.7 萬 | 0.3% | −345−6.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 21,979 | $64.5 萬 | 0.3% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 850 | $64.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,657 | $63.4 萬 | 0.3% | −1,875−12.9% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 7,035 | $63.4 萬 | 0.3% | −300−4.1% | 減碼依 15 比 1 拆股換算 | 歷史 |
| NOWServiceNow, Inc. | Stock | 614 | $63.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,796 | $61.7 萬 | 0.3% | −29−1.6% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 838 | $61.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,762 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 53,478 | $59.0 萬 | 0.2% | −927−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,130 | $59.0 萬 | 0.2% | +132+6.6% | 加碼 | – |
| RITMRithm Capital Corp. | REIT | 51,556 | $58.2 萬 | 0.2% | +1,147+2.3% | 加碼 | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 27,648 | $57.9 萬 | 0.2% | +1,673+6.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 13,730 | $57.5 萬 | 0.2% | +35+0.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F870 | LOW DUR STRTGC | 30,000 | $57.0 萬 | 0.2% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,050 | $55.4 萬 | 0.2% | −20−1.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,343 | $53.9 萬 | 0.2% | −120−4.9% | 減碼 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 6,935 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 3,938 | $50.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 10,544 | $50.4 萬 | 0.2% | −15−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 14,108 | $50.4 萬 | 0.2% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 21,870 | $49.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 32,199 | $48.5 萬 | 0.2% | +146+0.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,360 | $48.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 9,757 | $48.1 萬 | 0.2% | −1,850−15.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 2,111 | $46.7 萬 | 0.2% | −47−2.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,289 | $46.1 萬 | 0.2% | −191−3.5% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,150 | $44.6 萬 | 0.2% | −160−6.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,891 | $44.0 萬 | 0.2% | −96−4.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 10,658 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,743 | $43.7 萬 | 0.2% | −178−6.1% | 減碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,858 | $43.5 萬 | 0.2% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 2,000 | $42.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 1,226 | $25.7 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 2,383 | $24.7 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 780 | $20.8 萬 | 0.1% | 歷史 |
| CWDCaliberCos Inc. | COM CL A | 25,000 | $1.38 萬 | <0.1% | 歷史 |
| Mobilepro Corp Com New60742E205 | Equity | 35,000 | $0 | 0.0% | – |
| Sortis Hldgs Incorporated835877101 | COM | 28,130 | $0 | 0.0% | – |