1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 141
- 較 2025 年第 3 季 +1
- 總值
- $2.66 億
- 較 2025 年第 3 季 +$618.6 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,222 | $3,377 萬 | 12.7% | +140.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 137,941 | $2,452 萬 | 9.2% | +250+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 97,319 | $2,246 萬 | 8.5% | −96−0.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 36,931 | $1,293 萬 | 4.9% | −115−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 61,240 | $1,142 萬 | 4.3% | +662+1.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,026 | $945.6 萬 | 3.6% | +172+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,627 | $900.6 萬 | 3.4% | +171+0.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 113,761 | $681.8 萬 | 2.6% | −2,284−2.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 135,128 | $622.7 萬 | 2.3% | +10.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,130 | $567.5 萬 | 2.1% | −105−0.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 36,132 | $556.9 萬 | 2.1% | +2,492+7.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 33,050 | $507.7 萬 | 1.9% | −63−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,975 | $437.4 萬 | 1.6% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 4,680 | $411.4 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 73,408 | $378.5 萬 | 1.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,977 | $350.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 58,498 | $302.7 萬 | 1.1% | +537+0.9% | 加碼 | – |
| VVisa Inc. | Stock | 7,852 | $275.4 萬 | 1.0% | −41−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,740 | $256.6 萬 | 1.0% | −1,121−3.9% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 125,160 | $242.7 萬 | 0.9% | +588+0.5% | 加碼 | – |
| KBHKB Home | COM | 40,300 | $227.3 萬 | 0.9% | −397−1.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,092 | $224.8 萬 | 0.8% | +44+2.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,584 | $209.7 萬 | 0.8% | +100+1.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,585 | $206.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 76,286 | $192.1 萬 | 0.7% | +636+0.8% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,953 | $187.2 萬 | 0.7% | −32−0.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,280 | $182.7 萬 | 0.7% | +10+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,567 | $174.0 萬 | 0.7% | −43−0.7% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,665 | $172.2 萬 | 0.6% | +100+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,117 | $171.6 萬 | 0.6% | −65−1.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 31,969 | $163.6 萬 | 0.6% | +8,792+37.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 28,757 | $153.7 萬 | 0.6% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,321 | $153.2 萬 | 0.6% | +18+0.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 26,815 | $149.9 萬 | 0.6% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 44,629 | $143.1 萬 | 0.5% | +39+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 41,106 | $135.7 萬 | 0.5% | +1,461+3.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 27,720 | $131.6 萬 | 0.5% | +221+0.8% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 9,553 | $124.3 萬 | 0.5% | −105−1.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,706 | $122.3 萬 | 0.5% | +18+0.5% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,976 | $119.4 萬 | 0.4% | +186+6.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,580 | $115.4 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 20,671 | $109.5 萬 | 0.4% | −482−2.3% | 減碼 | – |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 52,132 | $108.4 萬 | 0.4% | −609−1.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 40,304 | $105.6 萬 | 0.4% | +16,296+67.9% | 加碼 | – |
| NREFNexPoint Real Estate Finance, Inc. | COM | 72,399 | $101.9 萬 | 0.4% | −59−0.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,171 | $99.3 萬 | 0.4% | +6,171 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,740 | $97.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 16,934 | $95.9 萬 | 0.4% | −500−2.9% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,726 | $95.4 萬 | 0.4% | +8,245+150.4% | 加碼 | – |
| INTCIntel Corp | Stock | 25,323 | $93.4 萬 | 0.4% | +3,453+15.8% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 3,220 | $91.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 41,937 | $90.0 萬 | 0.3% | +3,946+10.4% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 3,977 | $89.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,068 | $87.1 萬 | 0.3% | −117−2.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,526 | $87.1 萬 | 0.3% | +12+0.8% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 17,335 | $86.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,313 | $85.1 萬 | 0.3% | −56−1.7% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,475 | $84.7 萬 | 0.3% | −300−5.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 2,640 | $82.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,600 | $78.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,218 | $76.3 萬 | 0.3% | −95−4.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,431 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 32,103 | $74.2 萬 | 0.3% | +495+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,941 | $71.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 6,514 | $70.2 萬 | 0.3% | −60−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 21,540 | $70.1 萬 | 0.3% | −439−2.0% | 減碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,364 | $69.8 萬 | 0.3% | −72−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,657 | $69.4 萬 | 0.3% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 850 | $68.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RITMRithm Capital Corp. | REIT | 63,083 | $68.8 萬 | 0.3% | +1,728+2.8% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 838 | $68.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 21,607 | $68.4 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 772 | $66.6 萬 | 0.3% | −26−3.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,133 | $65.7 萬 | 0.2% | −14−1.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 690 | $60.6 萬 | 0.2% | −14−2.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 13,582 | $60.2 萬 | 0.2% | −10.0% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,035 | $58.6 萬 | 0.2% | +7+0.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 525 | $56.2 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 11,337 | $55.7 萬 | 0.2% | −2,000−15.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F383 | ACTIVE GLOBAL | 33,773 | $55.7 萬 | 0.2% | −2,701−7.4% | 減碼 | – |
| PGRProgressive Corp | Stock | 2,381 | $54.2 萬 | 0.2% | +83+3.6% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 9,839 | $52.9 萬 | 0.2% | −264−2.6% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 1,011 | $52.8 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,236 | $52.4 萬 | 0.2% | +3,236 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 3,500 | $50.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,289 | $50.3 萬 | 0.2% | −71−3.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 2,549 | $49.7 萬 | 0.2% | +32+1.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,000 | $48.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,858 | $47.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 10,658 | $47.2 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 709 | $47.0 萬 | 0.2% | −23−3.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 968 | $45.8 萬 | 0.2% | 00.0% | 不變 | – |
| EMEEMCOR Group, Inc. | Stock | 740 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 22,382 | $45.0 萬 | 0.2% | +22,382 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 732 | $45.0 萬 | 0.2% | 00.0% | 不變 | – |
| NVONovo Nordisk A S | ADR | 8,711 | $44.3 萬 | 0.2% | +189+2.2% | 加碼 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 37,890 | $44.2 萬 | 0.2% | −2,121−5.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,870 | $44.0 萬 | 0.2% | −200−6.5% | 減碼依 5 比 1 拆股換算 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 26,308 | $42.4 萬 | 0.2% | +843+3.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,675 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KREFKKR Real Estate Finance Trust Inc. | COM | 31,511 | $28.4 萬 | 0.1% | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 8,473 | $25.8 萬 | 0.1% | – |
| MPCMarathon Petroleum Corp | Stock | 1,143 | $22.0 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,203 | $21.5 萬 | 0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 906 | $21.4 萬 | 0.1% | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 11,944 | $15.0 萬 | 0.1% | 歷史 |