1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 146
- 較 2025 年第 4 季 +5
- 總值
- $2.54 億
- 較 2025 年第 4 季 −$1,131 萬 (−4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,496 | $3,160 萬 | 12.4% | +274+0.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 146,935 | $2,149 萬 | 8.5% | +8,994+6.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 97,069 | $2,022 萬 | 7.9% | −250−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 63,516 | $1,108 萬 | 4.4% | +2,276+3.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 36,193 | $879.8 萬 | 3.5% | −738−2.0% | 減碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 359,191 | $788.1 萬 | 3.1% | +359,191 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 21,026 | $781.6 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,726 | $693.2 萬 | 2.7% | +99+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 109,981 | $657.5 萬 | 2.6% | −3,780−3.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 135,015 | $635.0 萬 | 2.5% | −113−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 18,431 | $530.0 萬 | 2.1% | +301+1.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 33,051 | $527.8 萬 | 2.1% | +10.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,762 | $463.8 萬 | 1.8% | +787+11.3% | 加碼 | – |
| BXBlackstone Inc. | COM | 39,186 | $450.6 萬 | 1.8% | +3,054+8.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,680 | $395.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 73,408 | $369.5 萬 | 1.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,977 | $334.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 58,580 | $295.3 萬 | 1.2% | +82+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,638 | $256.4 萬 | 1.0% | −102−0.4% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 124,789 | $237.1 萬 | 0.9% | −371−0.3% | 減碼 | – |
| VVisa Inc. | Stock | 7,824 | $236.5 萬 | 0.9% | −28−0.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 6,584 | $235.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KBHKB Home | COM | 40,304 | $208.6 萬 | 0.8% | +40.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,261 | $208.0 萬 | 0.8% | +169+8.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,585 | $188.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 76,286 | $187.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 44,663 | $169.0 萬 | 0.7% | +34+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,111 | $164.0 萬 | 0.6% | −6−0.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,280 | $163.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 31,969 | $158.9 萬 | 0.6% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,683 | $156.4 萬 | 0.6% | −270−3.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 28,753 | $151.8 萬 | 0.6% | −40.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 26,815 | $146.7 萬 | 0.6% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,521 | $144.2 萬 | 0.6% | +200+8.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 29,573 | $143.4 萬 | 0.6% | +1,853+6.7% | 加碼 | – |
| SNPSSynopsys Inc | COM | 3,615 | $143.3 萬 | 0.6% | −50−1.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 40,747 | $137.0 萬 | 0.5% | −359−0.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 6,417 | $119.8 萬 | 0.5% | −150−2.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,288 | $112.4 萬 | 0.4% | −25−0.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 25,323 | $111.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 20,671 | $107.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 40,304 | $106.0 萬 | 0.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 3,582 | $105.4 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 52,038 | $104.4 萬 | 0.4% | −94−0.2% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 9,437 | $103.2 萬 | 0.4% | −116−1.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 18,034 | $100.7 萬 | 0.4% | +1,100+6.5% | 加碼 | – |
| NREFNexPoint Real Estate Finance, Inc. | COM | 72,399 | $97.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,390 | $97.1 萬 | 0.4% | −85−1.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,569 | $96.6 萬 | 0.4% | −137−3.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,593 | $94.9 萬 | 0.4% | −348−5.9% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,871 | $94.7 萬 | 0.4% | +145+1.1% | 加碼 | – |
| SHOPShopify Inc. | Stock | 7,630 | $90.5 萬 | 0.4% | +1,459+23.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 40,690 | $88.3 萬 | 0.3% | −1,247−3.0% | 減碼 | – |
| VMCVulcan Materials CO | COM | 3,220 | $87.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 2,641 | $86.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,068 | $82.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,286 | $82.3 萬 | 0.3% | +50+1.5% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,235 | $79.0 萬 | 0.3% | +259+8.7% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 10,740 | $77.8 萬 | 0.3% | −2,000−15.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 772 | $76.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,526 | $76.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,431 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 2,218 | $72.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 6,514 | $72.9 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 838 | $72.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,600 | $70.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 4,007 | $70.0 萬 | 0.3% | +30+0.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 525 | $69.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 13,582 | $69.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 21,540 | $67.8 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,657 | $67.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,364 | $67.3 萬 | 0.3% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 17,335 | $66.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 21,607 | $66.2 萬 | 0.3% | 00.0% | 不變 | – |
| EMEEMCOR Group, Inc. | Stock | 890 | $65.7 萬 | 0.3% | +150+20.3% | 加碼 | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 32,103 | $64.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 850 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 690 | $61.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 23,519 | $60.1 萬 | 0.2% | +23,519 | 新進 | – |
| RITMRithm Capital Corp. | REIT | 63,083 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F383 | ACTIVE GLOBAL | 33,773 | $57.5 萬 | 0.2% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,133 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 11,337 | $55.2 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 9,839 | $53.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,289 | $49.2 萬 | 0.2% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 3,500 | $48.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 10,658 | $46.3 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,002 | $46.2 萬 | 0.2% | −33−3.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,327 | $46.1 萬 | 0.2% | −54−2.3% | 減碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,858 | $45.6 萬 | 0.2% | 00.0% | 不變 | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 26,783 | $44.5 萬 | 0.2% | +475+1.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 22,382 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,011 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 732 | $42.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 968 | $41.3 萬 | 0.2% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 4,550 | $41.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AGDabrdn Global Dynamic Dividend Fund | COM | 37,890 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 4,224 | $39.0 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,675 | $38.2 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,043 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。