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1776 Wealth LLC 13F 持仓 · 2026年Q2

1776 Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 152 只证券,申报市值合计 2.84 亿美元。前几大持仓:AAPL(12.61%)、AMZN(8.11%)、PLTR(6.11%)。本季前 25 大持仓中:增持 7 只、减持 11 只。

排名代码公司市值占组合股数变动
1AAPLAPPLE INCORPORATED$35.8M12.61%123,714减持
2AMZNAMAZON COM INCORPORATED$23.0M8.11%96,585减持
3PLTRPALANTIR TECHNOLOGIES INC$17.3M6.11%148,600增持
4BWINTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A$14.3M5.03%537,410增持
5NVDANVIDIA CORPORATION$13.0M4.57%64,945增持
6TSLATESLA INCORPORATED$8.8M3.12%21,026持平
7ADBEADOBE INCORPORATED$7.4M2.62%36,228增持
8MSFTMICROSOFT CORPORATION$7.1M2.52%19,140增持
9GOOGLALPHABET INCORPORATED CAP STK CLASS A$6.5M2.28%18,109减持
10FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND$6.2M2.19%129,159减持
11FTSMFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT$5.7M2.02%95,972减持
12VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$5.2M1.82%7,506减持
13TJXTJX COMPANIES INCORPORATED NEW$5.0M1.76%32,921减持
14GSGOLDMAN SACHS GROUP INCORPORATED$4.7M1.67%4,680持平
15BXBLACKSTONE INCORPORATED$4.6M1.62%39,188增持
16FSEPFT VEST U.S. EQUITY BUFFER ETF SEPTEMBER$4.0M1.43%73,408持平
17INTCINTEL CORPORATION$3.5M1.25%25,323持平
18BRKBBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW$3.5M1.23%6,977持平
19FJANFT VEST U.S. EQUITY BUFFER - JANUARY$3.2M1.14%58,580持平
20ETNEATON CORPORATION PLC SHS (IRELAND)$2.8M0.97%6,481减持
21VVISA INCORPORATED COM CLASS A$2.7M0.97%8,003增持
22LLYELI LILLY & COMPANY$2.7M0.95%2,244减持
23FTCSFIRST TRUST CAPITAL STRENGTH ETF$2.6M0.91%27,638持平
24KBHKB HOME$2.4M0.86%38,808减持
25FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND$2.4M0.85%124,420减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR