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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORPORATION | $37.50万 | 0.15% | 2,549 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $37.10万 | 0.15% | 568 | 568 | — | $37.10万 | 新建仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $36.83万 | 0.14% | 16,400 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORPORATION | $36.49万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INCORPORATED MSCI STH KOR ETF | $36.24万 | 0.14% | 2,946 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER | $35.82万 | 0.14% | 9,649 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORPORATION REIT | $35.81万 | 0.14% | 2,075 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $33.93万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $33.31万 | 0.13% | 7,985 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME | $33.28万 | 0.13% | 4,413 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $32.92万 | 0.13% | 2,223 | -47 | -2.1% | -$6,961 | 减仓 |
| NOW | SERVICENOW INCORPORATED | $32.62万 | 0.13% | 3,120 | 250 | 8.7% | $2.61万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT | $32.29万 | 0.13% | 12,339 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $32.01万 | 0.13% | 8,711 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $31.62万 | 0.12% | 576 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $31.51万 | 0.12% | 1,527 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $30.66万 | 0.12% | 709 | 0 | 0.0% | — | 不变 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $29.80万 | 0.12% | 7,560 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $29.19万 | 0.11% | 6,878 | 6,878 | — | $29.19万 | 新建仓 |
| FFIV | F5 INCORPORATED | $28.93万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $27.99万 | 0.11% | 7,099 | -6 | -0.1% | -$237 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $27.91万 | 0.11% | 1,143 | 0 | 0.0% | — | 重新持有 |
| TDG | TRANSDIGM GROUP INCORPORATED | $27.58万 | 0.11% | 238 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $27.56万 | 0.11% | 1,752 | 0 | 0.0% | — | 不变 |
| — | ROYCE GLOBAL TRUST INCORPORATED | $27.25万 | 0.11% | 20,391 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $27.08万 | 0.11% | 2,753 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $26.78万 | 0.11% | 1,165 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $26.65万 | 0.10% | 4,159 | 4,159 | — | $26.65万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $25.91万 | 0.10% | 597 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $25.75万 | 0.10% | 2,790 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & GRO | $25.53万 | 0.10% | 20,756 | -1,200 | -5.5% | -$1.48万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $24.80万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INCORPORATED | $24.53万 | 0.10% | 1,530 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $24.19万 | 0.10% | 4,708 | 4,708 | — | $24.19万 | 新建仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $23.91万 | 0.09% | 2,642 | 0 | 0.0% | — | 不变 |
| RONB | BARON FIRST PRINCIPLES ETF | $23.29万 | 0.09% | 10,182 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $22.53万 | 0.09% | 12,694 | -556 | -4.2% | -$9,869 | 减仓 |
| — | BARON SMID CAP ETF | $22.28万 | 0.09% | 10,325 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INCORPORATED | $22.21万 | 0.09% | 1,021 | 0 | 0.0% | — | 不变 |
| DMAR | FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH | $22.13万 | 0.09% | 5,219 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.83万 | 0.08% | 852 | 852 | — | $20.83万 | 新建仓 |
| AMP | AMERIPRISE FINL INCORPORATED | $20.58万 | 0.08% | 463 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INCORPORATED | $20.34万 | 0.08% | 2,622 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $20.31万 | 0.08% | 672 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $12.17万 | 0.05% | 10,912 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INCORPORATED REIT | $10.59万 | 0.04% | 13,737 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,897 | -100.0% | -$23.77万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |