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Wagner Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wagner Wealth Management, LLC
报告期 2026-03-31 · CIK 0001728657
持仓数
279
前50大市值合计
$445.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 21
增持 71
减持 49
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
PDI
PIMCO DYNAMIC INCOME FD
+$8.1M
317,277
+8316%
清仓
—
PIMCO DYNAMIC CR INCOME FD
-$4.9M
0
-100%
清仓
—
PIMCO INCOME OPPORTUNITY FD
-$3.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
55,514
-31%
增持
AAPL
APPLE INC
+$1.0M
34,106
+1%
增持
QQQ
INVESCO QQQ TR
+$628.0K
9,766
+16%
增持
PFE
PFIZER INC
+$602.0K
36,675
+3%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$473.0K
18,439
-56%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$471.0K
20,118
-28%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$462.0K
18,276
+2324%
增持
FPE
FIRST TR EXCH TRADED FD III
+$422.0K
42,592
+97%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$420.0K
19,541
+12%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$395.0K
22,793
+498%
增持
MSFT
MICROSOFT CORP
+$368.0K
7,461
+16%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$350.0K
10,005
减持
—
SAFE BULKERS INC
-$312.0K
54,954
-53%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$309.0K
4,989
+57%
增持
ABBV
ABBVIE INC
+$307.0K
13,749
+1%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$296.0K
9,633
+118%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$266.0K
119,540
+1%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$262.0K
17,155
+303%
清仓
—
INVESCO DYNAMIC CR OPPORTUNI
-$247.0K
0
-100%
清仓
—
VEREIT INC
-$246.0K
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$239.0K
9,558
+106100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$231.0K
15,541
+35%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$221.0K
52,056
-7%
增持
ENPH
ENPHASE ENERGY INC
-$216.0K
4,491
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$216.0K
55,718
+9%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$199.0K
10,788
-41%
减持
SLQD
ISHARES TR
-$191.0K
1,485
-71%
减持
T
AT&T INC
-$182.0K
50,493
-10%
增持
O
REALTY INCOME CORP
+$177.0K
2,856
+668%
增持
DUK
DUKE ENERGY CORP NEW
+$172.0K
10,953
+14%
增持
SFST
SOUTHERN FIRST BANCSHARES
+$160.0K
6,256
+46%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$156.0K
17,201
+5%
建仓
PFF
ISHARES TR
+$155.0K
3,930
增持
SWKS
SKYWORKS SOLUTIONS INC
+$155.0K
1,020
+5000%
增持
HYG
ISHARES TR
+$149.0K
2,394
+254%
建仓
EDV
VANGUARD WORLD FD
+$147.0K
1,052
增持
SPY
SPDR S&P 500 ETF TR
+$146.0K
4,071
+5%
建仓
SPLB
SPDR SER TR
+$145.0K
4,600
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$136.0K
158,769
-7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$127.0K
33,468
+8%
增持
HD
HOME DEPOT INC
+$125.0K
2,843
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$124.0K
30,114
-7%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$119.0K
11,298
+3%
增持
CSCO
CISCO SYS INC
+$109.0K
5,840
+25%
建仓
GM
GENERAL MTRS CO
+$103.0K
1,761
增持
CVX
CHEVRON CORP NEW
+$103.0K
6,147
+14%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$96.0K
76,032
+3%
减持
ARKF
ARK ETF TR
-$88.0K
3,876
-16%
增持
INTC
INTEL CORP
+$76.0K
6,757
+22%
建仓
STWD
STARWOOD PPTY TR INC
+$73.0K
3,000
增持
VOO
VANGUARD INDEX FDS
+$73.0K
1,446
+9%
建仓
BXMT
BLACKSTONE MTG TR INC
+$72.0K
2,350
减持
IEP
ICAHN ENTERPRISES LP
-$71.0K
3,824
-15%
增持
META
META PLATFORMS INC
+$70.0K
814
+29%
减持
BGB
BLACKSTONE STRATEGIC CREDIT
-$69.0K
62,813
-4%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$69.0K
652
增持
BAC
BK OF AMERICA CORP
+$69.0K
8,031
+33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$65.0K
4,426
+1%
增持
MPC
MARATHON PETE CORP
+$64.0K
1,215
+465%
建仓
KD
KYNDRYL HLDGS INC
+$64.0K
3,561
增持
ORCL
ORACLE CORP
+$64.0K
2,036
+71%
增持
SO
SOUTHERN CO
+$63.0K
6,156
+7%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$61.0K
1,308
+89%
建仓
ADI
ANALOG DEVICES INC
+$60.0K
339
清仓
CRF
CORNERSTONE TOTAL RETURN FD
-$58.0K
0
-100%
清仓
RITM
NEW RESIDENTIAL INVT CORP
-$58.0K
0
-100%
增持
BEN
FRANKLIN RESOURCES INC
+$57.0K
24,165
+1%
减持
BGX
BLACKSTONE LONG SHORT CR INC
-$55.0K
54,667
-3%
增持
CMCSA
COMCAST CORP NEW
+$55.0K
1,784
+164%
减持
ARKG
ARK ETF TR
-$54.0K
3,571
-2%
增持
F
FORD MTR CO DEL
+$53.0K
12,700
+3%
增持
NVDA
NVIDIA CORPORATION
+$50.0K
1,183
+1%
增持
GOOGL
ALPHABET INC
+$50.0K
111
+21%
减持
CLM
CORNERSTONE STRATEGIC VALUE
-$50.0K
4,007
-48%
减持
ARKK
ARK ETF TR
-$49.0K
1,365
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$48.0K
13,393
-2%
减持
BA
BOEING CO
-$48.0K
151
-60%
减持
—
AMERICAN FIN TR INC
+$48.0K
59,356
-1%
增持
OKE
ONEOK INC NEW
+$47.0K
835
+2286%
增持
CAT
CATERPILLAR INC
+$47.0K
375
+145%
增持
AMGN
AMGEN INC
+$46.0K
250
+400%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$45.0K
4,770
-26%
减持
ENB
ENBRIDGE INC
-$44.0K
12,556
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$44.0K
1,500
+200%
清仓
IVE
ISHARES TR
-$43.0K
0
-100%
增持
C
CITIGROUP INC
-$43.0K
5,030
+0%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$43.0K
123
-84%
增持
GE
GENERAL ELECTRIC CO
+$42.0K
2,415
+36%
减持
—
DRAFTKINGS INC
-$41.0K
412
-63%
增持
—
ARISTA NETWORKS INC
+$39.0K
956
+300%
减持
NUE
NUCOR CORP
-$38.0K
2,326
-15%
减持
SRLN
SSGA ACTIVE ETF TR
-$37.0K
5,033
-14%
增持
—
EXXON MOBIL CORP
-$37.0K
15,991
+2%
增持
TFC
TRUIST FINL CORP
-$37.0K
7,715
+0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$36.0K
300
-9%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$36.0K
54,106
+0%
增持
FDM
FIRST TR DOW JONES SELECT MI
+$36.0K
7,087
+6%
建仓
GNTX
GENTEX CORP
+$35.0K
1,000
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$35.0K
238
+453%
建仓
DGX
QUEST DIAGNOSTICS INC
+$35.0K
200
增持
FDX
FEDEX CORP
+$33.0K
182
+203%
减持
SUB
ISHARES TR
-$32.0K
3,156
-9%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$32.0K
35,864
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$32.0K
2,058
-2%
减持
IVV
ISHARES TR
-$31.0K
1,214
-8%
清仓
—
ENABLE MIDSTREAM PARTNERS LP
-$31.0K
0
-100%
减持
—
EQUITRANS MIDSTREAM CORP
-$30.0K
7,955
-27%
建仓
—
BENSON HILL INC
+$30.0K
4,131
减持
—
ORCHID IS CAP INC
-$29.0K
8,893
-36%
增持
SQ
BLOCK INC
-$29.0K
391
+8%
减持
HYMB
SPDR SER TR
-$28.0K
6,144
-8%
减持
NOBL
PROSHARES TR
+$28.0K
30,287
-4%
增持
BP
BP PLC
-$28.0K
13,395
+0%
减持
QYLD
GLOBAL X FDS
-$28.0K
7,408
-12%
增持
PM
PHILIP MORRIS INTL INC
+$27.0K
485
+137%
增持
GOOG
ALPHABET INC
+$27.0K
123
+11%
建仓
COIN
COINBASE GLOBAL INC
+$27.0K
108
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$26.0K
538
-58%
建仓
STZ
CONSTELLATION BRANDS INC
+$26.0K
103
减持
WMT
WALMART INC
-$26.0K
1,511
-8%
减持
PHK
PIMCO HIGH INCOME FD
-$26.0K
82,450
-1%
建仓
SPYX
SPDR SER TR
+$25.0K
215
建仓
BITO
PROSHARES TR
+$25.0K
855
建仓
—
VANECK ETF TRUST
+$25.0K
526
减持
ACP
ABERDEEN INCOME CR STRATEGIE
-$25.0K
4,325
-29%
减持
MO
ALTRIA GROUP INC
-$25.0K
8,908
-12%
建仓
CRBN
ISHARES TR
+$25.0K
144
减持
OPP
RIVERNORTH DOUBLELINE STRATE
-$24.0K
16,875
-5%
减持
HNDL
STRATEGY SHS
-$24.0K
4,683
-17%
减持
DOCU
DOCUSIGN INC
-$24.0K
19
-81%
增持
BX
BLACKSTONE INC
-$24.0K
2,959
+1%
减持
XYLD
GLOBAL X FDS
-$24.0K
2,307
-17%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$24.0K
51,214
+15%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$23.0K
1,445
-41%
减持
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$23.0K
1,209
-29%
减持
PFN
PIMCO INCOME STRATEGY FD II
-$23.0K
23,788
-4%
增持
ETR
ENTERGY CORP NEW
+$23.0K
410
+82%
减持
GAL
SSGA ACTIVE ETF TR
-$22.0K
13,261
-2%
减持
—
SKILLZ INC
-$22.0K
4,072
-13%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$22.0K
1,000
增持
PG
PROCTER AND GAMBLE CO
+$22.0K
688
+9%
增持
ET
ENERGY TRANSFER L P
+$22.0K
7,292
+81%
增持
—
PROTERRA INC
+$22.0K
78,205
+31%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$22.0K
4,572
+7%
清仓
—
WIX COM LTD
-$21.0K
0
-100%
建仓
DFE
WISDOMTREE TR
+$21.0K
276
增持
ITW
ILLINOIS TOOL WKS INC
+$21.0K
359
+20%
