1776 Wealth LLC
ATLANTA GA · SEC CIK 0001803140
$2.84亿2026Q2 申报市值
152持仓数
49.2%前十大占比 · 第一大 12.6%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BWIN 加仓+$473.71万
MU 新建仓+$40.40万
FAPR 新建仓+$34.20万
NVDA 加仓+$28.56万
RSP 新建仓+$21.83万
2026Q2 卖出最多 按季末市值估算
FTSM 减仓-$83.68万
INTU 清仓-$30.66万
FVD 减仓-$28.21万
AAPL 减仓-$22.61万
BARON SMID CAP E 清仓-$22.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INCORPORATED | $41.60万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $41.26万 | 0.15% | 3,000 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $40.89万 | 0.14% | 4,224 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INCORPORATED | $40.60万 | 0.14% | 997 | -14 | -1.4% | -$5,702 | 减仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $40.40万 | 0.14% | 350 | 350 | — | $40.40万 | 新建仓 |
| COF | CAPITAL ONE FINL CORPORATION | $40.12万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INCORPORATED NEW | $39.56万 | 0.14% | 4,550 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $38.21万 | 0.13% | 7,675 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER | $37.72万 | 0.13% | 9,649 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INCORPORATED CLASS A COM | $37.45万 | 0.13% | 1,527 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $37.36万 | 0.13% | 2,549 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $36.44万 | 0.13% | 7,985 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $35.13万 | 0.12% | 2,223 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.47万 | 0.12% | 3,043 | 0 | 0.0% | — | 不变 |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | $34.20万 | 0.12% | 7,317 | 7,317 | — | $34.20万 | 新建仓 |
| AMT | AMERICAN TOWER CORPORATION REIT | $34.00万 | 0.12% | 2,075 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPT | $33.98万 | 0.12% | 12,339 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME | $33.28万 | 0.12% | 4,413 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $33.18万 | 0.12% | 16,400 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $31.70万 | 0.11% | 238 | 0 | 0.0% | — | 不变 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $31.14万 | 0.11% | 7,560 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INCORPORATED | $31.07万 | 0.11% | 3,130 | 10 | 0.3% | $993 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $30.80万 | 0.11% | 2,622 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $30.49万 | 0.11% | 7,067 | -32 | -0.5% | -$1,380 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $30.05万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29.63万 | 0.10% | 4,159 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $29.59万 | 0.10% | 2,753 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $29.29万 | 0.10% | 2,642 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORPORATION | $29.22万 | 0.10% | 1,143 | 0 | 0.0% | — | 不变 |
| — | ROYCE GLOBAL TRUST INCORPORATED | $29.02万 | 0.10% | 20,391 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & GRO | $26.90万 | 0.09% | 20,756 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $25.99万 | 0.09% | 1,166 | 1 | 0.1% | $223 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $25.73万 | 0.09% | 1,021 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $25.59万 | 0.09% | 2,790 | 0 | 0.0% | — | 不变 |
| RONB | BARON FIRST PRINCIPLES ETF | $24.84万 | 0.09% | 10,182 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $24.79万 | 0.09% | 597 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $24.57万 | 0.09% | 672 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INCORPORATED | $24.39万 | 0.09% | 1,320 | 0 | 0.0% | — | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $24.18万 | 0.09% | 952 | 100 | 11.7% | $2.54万 | 加仓 |
| DMAR | FT VEST U.S. EQUITY DEEP BUFFER - ETF - MARCH | $23.35万 | 0.08% | 5,219 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $22.70万 | 0.08% | 12,694 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $22.40万 | 0.08% | 6,878 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK (CURACAO) | $21.89万 | 0.08% | 4,708 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $21.83万 | 0.08% | 1,026 | 1,026 | — | $21.83万 | 新建仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $21.59万 | 0.08% | 2,280 | 2,280 | — | $21.59万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $21.58万 | 0.08% | 1,752 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INCORPORATED | $21.20万 | 0.07% | 463 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORPORATION | $21.03万 | 0.07% | 773 | 773 | — | $21.03万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $20.44万 | 0.07% | 6,013 | -165 | -2.7% | -$5,610 | 重新持有 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $20.42万 | 0.07% | 940 | 940 | — | $20.42万 | 新建仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $20.25万 | 0.07% | 1,654 | 1,654 | — | $20.25万 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $12.33万 | 0.04% | 10,912 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -709 | -100.0% | -$30.66万 | 清仓 |
| — | BARON SMID CAP ETF | $0 | 0.00% | 0 | -10,325 | -100.0% | -$22.28万 | 清仓 |
| ABR | ARBOR REALTY TRUST INCORPORATED REIT | $0 | 0.00% | 0 | -13,737 | -100.0% | -$10.59万 | 清仓 |