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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | $3,577.39万 | 12.61% | 123,714 | -782 | -0.6% | -$22.61万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $2,301.04万 | 8.11% | 96,585 | -484 | -0.5% | -$11.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,733.34万 | 6.11% | 148,600 | 1,665 | 1.1% | $19.42万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $1,428.44万 | 5.03% | 537,410 | 178,219 | 49.6% | $473.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,297.98万 | 4.57% | 64,945 | 1,429 | 2.2% | $28.56万 | 加仓 |
| TSLA | TESLA INCORPORATED | $884.05万 | 3.12% | 21,026 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INCORPORATED | $742.71万 | 2.62% | 36,228 | 35 | 0.1% | $7,175 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $713.95万 | 2.52% | 19,140 | 414 | 2.2% | $15.44万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $646.50万 | 2.28% | 18,109 | -322 | -1.7% | -$11.50万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $622.29万 | 2.19% | 129,159 | -5,856 | -4.3% | -$28.21万 | 减仓 |
| FTSM | FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | $573.24万 | 2.02% | 95,972 | -14,009 | -12.7% | -$83.68万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $515.52万 | 1.82% | 7,506 | -256 | -3.3% | -$17.58万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $499.29万 | 1.76% | 32,921 | -130 | -0.4% | -$1.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $473.32万 | 1.67% | 4,680 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $460.90万 | 1.62% | 39,188 | 2 | 0.0% | $235 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF SEPTEMBER | $404.33万 | 1.43% | 73,408 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $353.58万 | 1.25% | 25,323 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $349.12万 | 1.23% | 6,977 | 0 | 0.0% | — | 不变 |
| FJAN | FT VEST U.S. EQUITY BUFFER - JANUARY | $322.72万 | 1.14% | 58,580 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $275.93万 | 0.97% | 6,481 | -103 | -1.6% | -$4.39万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $274.36万 | 0.97% | 8,003 | 179 | 2.3% | $6.14万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $269.15万 | 0.95% | 2,244 | -17 | -0.8% | -$2.04万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $259.59万 | 0.91% | 27,638 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $242.88万 | 0.86% | 38,808 | -1,496 | -3.7% | -$9.36万 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND | $240.01万 | 0.85% | 124,420 | -369 | -0.3% | -$7,118 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $236.31万 | 0.83% | 4,068 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INCORPORATED | $233.67万 | 0.82% | 3,232 | -56 | -1.7% | -$4.05万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $231.59万 | 0.82% | 6,585 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INCORPORATED | $217.85万 | 0.77% | 5,767 | 487 | 9.2% | $18.40万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM | $211.16万 | 0.74% | 76,286 | 0 | 0.0% | — | 不变 |
| FMAY | FT VEST U.S. EQUITY BUFFER ETF - MAY | $179.91万 | 0.63% | 32,012 | 3,259 | 11.3% | $18.32万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $176.60万 | 0.62% | 6,683 | 0 | 0.0% | — | 不变 |
| FDEC | FT VEST U.S. EQUITY BUFFER ETF - DECEMBER | $174.13万 | 0.61% | 31,969 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $169.92万 | 0.60% | 4,592 | -519 | -10.2% | -$19.21万 | 减仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | $164.30万 | 0.58% | 44,696 | 33 | 0.1% | $1,213 | 加仓 |
| SNPS | SYNOPSYS INCORPORATED | $157.99万 | 0.56% | 3,540 | -75 | -2.1% | -$3.35万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $152.27万 | 0.54% | 2,706 | 185 | 7.3% | $10.41万 | 加仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $149.22万 | 0.53% | 40,075 | -672 | -1.6% | -$2.50万 | 减仓 |
| FMAR | FT VEST U.S. EQUITY BUFFER ETF - MARCH | $148.56万 | 0.52% | 28,428 | -1,145 | -3.9% | -$5.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $148.42万 | 0.52% | 3,569 | 0 | 0.0% | — | 不变 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $139.12万 | 0.49% | 23,365 | -3,450 | -12.9% | -$20.54万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $128.22万 | 0.45% | 15,818 | 1,947 | 14.0% | $15.78万 | 加仓 |
| SKYY | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $126.39万 | 0.45% | 9,393 | -44 | -0.5% | -$5,921 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $117.30万 | 0.41% | 3,584 | 2 | 0.1% | $655 | 加仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $116.80万 | 0.41% | 20,671 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS COMPANY COM CLASS A | $114.12万 | 0.40% | 3,436 | 150 | 4.6% | $4.98万 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INCORPORATED REIT | $112.22万 | 0.40% | 72,399 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTL EQUITY MODERATE BUFFER ETF DEC | $111.02万 | 0.39% | 40,304 | 0 | 0.0% | — | 不变 |
| FFEB | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $109.97万 | 0.39% | 18,034 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE DYNAMIC PF SHS | $107.69万 | 0.38% | 52,097 | 59 | 0.1% | $1,220 | 加仓 |
| ASML | ASML HOLDING NV (NETHERLANDS) | $104.45万 | 0.37% | 525 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORPORATION NEW | $103.23万 | 0.36% | 10,740 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INCORPORATED | $101.64万 | 0.36% | 6,488 | 71 | 1.1% | $1.11万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $101.01万 | 0.36% | 3,600 | 0 | 0.0% | — | 不变 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $99.89万 | 0.35% | 6,514 | 0 | 0.0% | — | 不变 |
| SDVD | FT VEST SMID RISING DIVID ACHIEVERS TARGET | $98.99万 | 0.35% | 42,871 | 2,181 | 5.4% | $5.04万 | 加仓 |
| DLR | DIGITAL RLTY TR INCORPORATED REIT | $96.79万 | 0.34% | 5,390 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INCORPORATED | $96.30万 | 0.34% | 850 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS COMPANY | $94.99万 | 0.33% | 3,220 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED (SWITZERLAND) | $88.06万 | 0.31% | 2,584 | -57 | -2.2% | -$1.94万 | 减仓 |
| SHOP | SHOPIFY INC (CANADA) | $87.12万 | 0.31% | 7,630 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INCORPORATED | $86.72万 | 0.31% | 1,045 | 155 | 17.4% | $12.86万 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $84.56万 | 0.30% | 4,364 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CLASS A | $78.38万 | 0.28% | 1,526 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INCORPORATED | $78.20万 | 0.28% | 2,218 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF-JUNE | $77.45万 | 0.27% | 17,431 | 0 | 0.0% | — | 不变 |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | $76.70万 | 0.27% | 21,540 | 0 | 0.0% | — | 不变 |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF SEP | $75.28万 | 0.27% | 21,607 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $74.77万 | 0.26% | 5,470 | -123 | -2.2% | -$1.68万 | 减仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $74.03万 | 0.26% | 12,657 | 0 | 0.0% | — | 不变 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET | $73.96万 | 0.26% | 25,157 | 1,638 | 7.0% | $4.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.30万 | 0.25% | 772 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV FD | $71.65万 | 0.25% | 30,438 | -1,665 | -5.2% | -$3.92万 | 减仓 |
| PH | PARKER-HANNIFIN CORPORATION | $67.44万 | 0.24% | 690 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $66.09万 | 0.23% | 13,582 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORPORATION | $63.32万 | 0.22% | 838 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | $61.14万 | 0.22% | 33,773 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INCORPORATED MSCI STH KOR ETF | $59.48万 | 0.21% | 2,946 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORPORATION COM NEW REIT | $59.23万 | 0.21% | 63,083 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $58.58万 | 0.21% | 4,007 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INCORPORATED | $58.13万 | 0.20% | 3,185 | -50 | -1.5% | -$9,125 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $57.71万 | 0.20% | 17,335 | 0 | 0.0% | — | 不变 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $57.25万 | 0.20% | 11,337 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INCORPORATED | $57.01万 | 0.20% | 3,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $56.46万 | 0.20% | 1,125 | -8 | -0.7% | -$4,015 | 减仓 |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | $56.13万 | 0.20% | 9,839 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $54.16万 | 0.19% | 2,289 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST | $53.90万 | 0.19% | 732 | 0 | 0.0% | — | 不变 |
| STXF | STRIVE 500 ETF | $52.44万 | 0.18% | 10,858 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $52.18万 | 0.18% | 1,530 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORPORATION | $50.83万 | 0.18% | 2,327 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INCORPORATED | $50.30万 | 0.18% | 27,231 | 448 | 1.7% | $8,275 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $48.08万 | 0.17% | 3,872 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEND | $45.88万 | 0.16% | 37,890 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INCORPORATED | $43.49万 | 0.15% | 604 | 28 | 4.9% | $2.02万 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $43.22万 | 0.15% | 22,382 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR CORE S&P500 ETF | $42.54万 | 0.15% | 568 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $41.84万 | 0.15% | 1,052 | 50 | 5.0% | $1.99万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR (DENMARK) | $41.76万 | 0.15% | 8,711 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST US EQUITY DEEP BFFR ETF OCT | $41.64万 | 0.15% | 8,920 | -1,738 | -16.3% | -$8.11万 | 减仓 |