1776 Wealth LLC
- SEC CIK
- 0001803140
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 152
- 較 2026 年第 1 季 +6
- 總值
- $2.84 億
- 較 2026 年第 1 季 +$2,941 萬 (+11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 123,714 | $3,577 萬 | 12.6% | −782−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 96,585 | $2,301 萬 | 8.1% | −484−0.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 148,600 | $1,733 萬 | 6.1% | +1,665+1.1% | 加碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 537,410 | $1,428 萬 | 5.0% | +178,219+49.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 64,945 | $1,298 萬 | 4.6% | +1,429+2.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 21,026 | $884.0 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 36,228 | $742.7 萬 | 2.6% | +35+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,140 | $714.0 萬 | 2.5% | +414+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,109 | $646.5 萬 | 2.3% | −322−1.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 129,159 | $622.3 萬 | 2.2% | −5,856−4.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 95,972 | $573.2 萬 | 2.0% | −14,009−12.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,506 | $515.5 萬 | 1.8% | −256−3.3% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 32,921 | $499.3 萬 | 1.8% | −130−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,680 | $473.3 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 39,188 | $460.9 萬 | 1.6% | +20.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 73,408 | $404.3 萬 | 1.4% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 25,323 | $353.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,977 | $349.1 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 58,580 | $322.7 萬 | 1.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 6,481 | $275.9 萬 | 1.0% | −103−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 8,003 | $274.4 萬 | 1.0% | +179+2.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,244 | $269.2 萬 | 0.9% | −17−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,638 | $259.6 萬 | 0.9% | 00.0% | 不變 | – |
| KBHKB Home | COM | 38,808 | $242.9 萬 | 0.9% | −1,496−3.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 124,420 | $240.0 萬 | 0.8% | −369−0.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,068 | $236.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,232 | $233.7 萬 | 0.8% | −56−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,585 | $231.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,767 | $217.8 萬 | 0.8% | +487+9.2% | 加碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 76,286 | $211.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 32,012 | $179.9 萬 | 0.6% | +3,259+11.3% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,683 | $176.6 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 31,969 | $174.1 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,592 | $169.9 萬 | 0.6% | −519−10.2% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 44,696 | $164.3 萬 | 0.6% | +33+0.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,540 | $158.0 萬 | 0.6% | −75−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,706 | $152.3 萬 | 0.5% | +185+7.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F581 | FT VEST NAS | 40,075 | $149.2 萬 | 0.5% | −672−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 28,428 | $148.6 萬 | 0.5% | −1,145−3.9% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,569 | $148.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 23,365 | $139.1 萬 | 0.5% | −3,450−12.9% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 15,818 | $128.2 萬 | 0.5% | +1,947+14.0% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 9,393 | $126.4 萬 | 0.4% | −44−0.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,584 | $117.3 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 20,671 | $116.8 萬 | 0.4% | 00.0% | 不變 | – |
| VRTVertiv Holdings Co | COM CL A | 3,436 | $114.1 萬 | 0.4% | +150+4.6% | 加碼 | 歷史 |
| NREFNexPoint Real Estate Finance, Inc. | COM | 72,399 | $112.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 40,304 | $111.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 18,034 | $110.0 萬 | 0.4% | 00.0% | 不變 | – |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 52,097 | $107.7 萬 | 0.4% | +59+0.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 525 | $104.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 10,740 | $103.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,488 | $101.6 萬 | 0.4% | +71+1.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,600 | $101.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 6,514 | $99.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 42,871 | $99.0 萬 | 0.3% | +2,181+5.4% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 5,390 | $96.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 850 | $96.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 3,220 | $95.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 2,584 | $88.1 萬 | 0.3% | −57−2.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 7,630 | $87.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,045 | $86.7 萬 | 0.3% | +155+17.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,364 | $84.6 萬 | 0.3% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,526 | $78.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,218 | $78.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 17,431 | $77.4 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 21,540 | $76.7 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 21,607 | $75.3 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,470 | $74.8 萬 | 0.3% | −123−2.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,657 | $74.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,157 | $74.0 萬 | 0.3% | +1,638+7.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 772 | $72.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 30,438 | $71.7 萬 | 0.3% | −1,665−5.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 690 | $67.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 13,582 | $66.1 萬 | 0.2% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 838 | $63.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F383 | ACTIVE GLOBAL | 33,773 | $61.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 2,946 | $59.5 萬 | 0.2% | 00.0% | 不變 | – |
| RITMRithm Capital Corp. | REIT | 63,083 | $59.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 4,007 | $58.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 3,185 | $58.1 萬 | 0.2% | −50−1.5% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 17,335 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 11,337 | $57.3 萬 | 0.2% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 3,500 | $57.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,125 | $56.5 萬 | 0.2% | −8−0.7% | 減碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 9,839 | $56.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,289 | $54.2 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 732 | $53.9 萬 | 0.2% | 00.0% | 不變 | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 10,858 | $52.4 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,530 | $52.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 2,327 | $50.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 27,231 | $50.3 萬 | 0.2% | +448+1.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,872 | $48.1 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| AGDabrdn Global Dynamic Dividend Fund | COM | 37,890 | $45.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 604 | $43.5 萬 | 0.2% | +28+4.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 22,382 | $43.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 568 | $42.5 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,052 | $41.8 萬 | 0.1% | +50+5.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 8,711 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 8,920 | $41.6 萬 | 0.1% | −1,738−16.3% | 減碼 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。