1776 Wealth LLC
ATLANTA GA · SEC CIK 0001803140
$2.54亿2026Q1 申报市值
146持仓数
50.6%前十大占比 · 第一大 12.4%
7 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BWIN 新建仓+$788.07万
PLTR 加仓+$131.56万
RDVI 新建仓+$60.09万
VOO 加仓+$47.03万
NVDA 加仓+$39.69万
2026Q1 卖出最多 按季末市值估算
ABT 清仓-$23.77万
FTSM 减仓-$22.60万
ADBE 减仓-$17.94万
MNST 减仓-$14.49万
FDN 减仓-$6.32万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INCORPORATED | $96.57万 | 0.38% | 3,569 | -137 | -3.7% | -$3.71万 | 减仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $97.13万 | 0.38% | 5,390 | -85 | -1.6% | -$1.53万 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INCORPORATED REIT | $97.52万 | 0.38% | 72,399 | 0 | 0.0% | — | 不变 |
| FFEB | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $100.72万 | 0.40% | 18,034 | 1,100 | 6.5% | $6.14万 | 加仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $103.20万 | 0.41% | 9,437 | -116 | -1.2% | -$1.27万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC PF SHS | $104.44万 | 0.41% | 52,038 | -94 | -0.2% | -$1,887 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $105.36万 | 0.41% | 3,582 | 2 | 0.1% | $588 | 加仓 |
| — | FT VEST INTL EQUITY MODERATE BUFFER ETF DEC | $106.00万 | 0.42% | 40,304 | 0 | 0.0% | — | 不变 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $107.04万 | 0.42% | 20,671 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $111.75万 | 0.44% | 25,323 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INCORPORATED | $112.38万 | 0.44% | 3,288 | -25 | -0.8% | -$8,545 | 减仓 |
| CRM | SALESFORCE INCORPORATED | $119.79万 | 0.47% | 6,417 | -150 | -2.3% | -$2.80万 | 减仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $136.99万 | 0.54% | 40,747 | -359 | -0.9% | -$1.21万 | 减仓 |
| SNPS | SYNOPSYS INCORPORATED | $143.33万 | 0.56% | 3,615 | -50 | -1.4% | -$1.98万 | 减仓 |
| FMAR | FT VEST U.S. EQUITY BUFFER ETF - MARCH | $143.40万 | 0.56% | 29,573 | 1,853 | 6.7% | $8.99万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $144.23万 | 0.57% | 2,521 | 200 | 8.6% | $11.44万 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $146.73万 | 0.58% | 26,815 | 0 | 0.0% | — | 不变 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $151.82万 | 0.60% | 28,753 | -4 | -0.0% | -$211 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $156.40万 | 0.61% | 6,683 | -270 | -3.9% | -$6.32万 | 减仓 |
| FDEC | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | $158.95万 | 0.63% | 31,969 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INCORPORATED | $163.42万 | 0.64% | 5,280 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $163.97万 | 0.64% | 5,111 | -6 | -0.1% | -$1,925 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $169.01万 | 0.66% | 44,663 | 34 | 0.1% | $1,287 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM | $187.28万 | 0.74% | 76,286 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $188.90万 | 0.74% | 6,585 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & COMPANY | $207.96万 | 0.82% | 2,261 | 169 | 8.1% | $15.54万 | 加仓 |
| KBH | KB HOME | $208.57万 | 0.82% | 40,304 | 4 | 0.0% | $207 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $235.49万 | 0.93% | 6,584 | 0 | 0.0% | — | 不变 |
| V | VISA INCORPORATED COM CLASS A | $236.46万 | 0.93% | 7,824 | -28 | -0.4% | -$8,462 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | $237.10万 | 0.93% | 124,789 | -371 | -0.3% | -$7,049 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $256.37万 | 1.01% | 27,638 | -102 | -0.4% | -$9,462 | 减仓 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $295.30万 | 1.16% | 58,580 | 82 | 0.1% | $4,134 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $334.34万 | 1.31% | 6,977 | 0 | 0.0% | — | 不变 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $369.46万 | 1.45% | 73,408 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $395.92万 | 1.56% | 4,680 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $450.59万 | 1.77% | 39,186 | 3,054 | 8.5% | $35.12万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $463.82万 | 1.82% | 7,762 | 787 | 11.3% | $47.03万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $527.83万 | 2.08% | 33,051 | 1 | 0.0% | $160 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $529.99万 | 2.08% | 18,431 | 301 | 1.7% | $8.66万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $634.98万 | 2.50% | 135,015 | -113 | -0.1% | -$5,314 | 减仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $657.47万 | 2.59% | 109,981 | -3,780 | -3.3% | -$22.60万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $693.17万 | 2.73% | 18,726 | 99 | 0.5% | $3.66万 | 加仓 |
| TSLA | TESLA INCORPORATED | $781.64万 | 3.07% | 21,026 | 0 | 0.0% | — | 不变 |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $788.07万 | 3.10% | 359,191 | 359,191 | — | $788.07万 | 新建仓 |
| ADBE | ADOBE INCORPORATED | $879.78万 | 3.46% | 36,193 | -738 | -2.0% | -$17.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,107.72万 | 4.36% | 63,516 | 2,276 | 3.7% | $39.69万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $2,021.66万 | 7.95% | 97,069 | -250 | -0.3% | -$5.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $2,149.37万 | 8.45% | 146,935 | 8,994 | 6.5% | $131.56万 | 加仓 |
| AAPL | APPLE INCORPORATED | $3,159.58万 | 12.42% | 124,496 | 274 | 0.2% | $6.95万 | 加仓 |