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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 23
增持 52
减持 30
清仓 45
方向
标的
Δ市值
现股数(环比)
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$11.6M
388,218
+200%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.6M
166,564
+277%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$4.1M
92,915
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。
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$3.5M
486,404
+178%
建仓
GSST
GOLDMAN SACHS ETF TR
+$2.5M
49,459
增持
BGT
BLACKROCK FLOATING RATE INC
+$2.4M
356,851
+167%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.2M
46,911
增持
NOBL
PROSHARES TR
+$2.1M
49,493
+82%
增持
DOW
DOW INC
+$1.8M
37,450
+4316%
增持
BEN
FRANKLIN RESOURCES INC
+$1.7M
90,997
+184%
建仓
ROUS
LATTICE STRATEGIES TR
+$1.4M
34,892
增持
INTC
INTEL CORP
+$1.3M
90,263
+199%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.2M
5,440
-81%
建仓
FCT
FIRST TR SR FLTG RATE INCOME
+$1.2M
123,294
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
43,246
-32%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$1.0M
83,630
+62%
减持
QQQ
INVESCO QQQ TR
-$1.0M
8,089
-28%
增持
T
AT&T INC
+$982.0K
216,893
+51%
建仓
ROSC
LATTICE STRATEGIES TR
+$980.6K
27,482
增持
—
PIONEER MUNICIPAL HIGH INCOM
+$969.9K
161,057
+263%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$768.7K
35,115
-30%
增持
—
EXXON MOBIL CORP
+$763.3K
18,806
+23%
增持
MO
ALTRIA GROUP INC
+$728.3K
28,008
+112%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$711.4K
17,436
增持
PM
PHILIP MORRIS INTL INC
+$638.3K
9,330
+201%
清仓
VOO
VANGUARD INDEX FDS
-$600.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$579.5K
31,859
+15%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$578.0K
132,913
+50%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$519.8K
5,213
减持
FSMB
FIRST TR EXCH TRADED FD III
-$507.1K
1,361
-95%
减持
SRLN
SSGA ACTIVE ETF TR
-$467.8K
61,715
-14%
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$446.9K
13,141
增持
ET
ENERGY TRANSFER L P
+$438.0K
45,664
+340%
减持
BOND
PIMCO ETF TR
-$435.8K
68,084
-2%
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$435.0K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$429.2K
10,855
-22%
建仓
RODM
LATTICE STRATEGIES TR
+$400.6K
16,160
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$397.0K
52,927
-16%
增持
XPHDX
PIONEER FLOATING RATE FUND I
+$368.3K
191,712
+30%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$358.4K
7,272
增持
PDI
PIMCO DYNAMIC INCOME FD
+$358.0K
251,246
+22%
减持
SPY
SPDR S&P 500 ETF TR
-$339.8K
3,800
-20%
增持
CVX
CHEVRON CORP NEW
+$337.6K
4,037
+51%
增持
GILD
GILEAD SCIENCES INC
+$335.5K
4,397
+542%
减持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$321.2K
14,779
-56%
增持
ENPH
ENPHASE ENERGY INC
+$316.1K
4,167
+3%
增持
TSLA
TESLA INC
-$313.2K
3,181
+204%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$306.9K
326
-88%
清仓
IVV
ISHARES TR
-$286.0K
0
-100%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$270.0K
3,269
建仓
FID
FIRST TR EXCHANGE-TRADED FD
+$269.0K
17,561
增持
PEP
PEPSICO INC
+$268.9K
2,097
+217%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$267.4K
9,571
+138%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$266.2K
125
-98%
增持
DUK
DUKE ENERGY CORP NEW
+$265.3K
14,315
+27%
增持
RY
ROYAL BK CDA SUSTAINABL
+$263.8K
3,827
+285%
增持
HD
HOME DEPOT INC
+$262.9K
3,460
+14%
增持
MRK
MERCK & CO INC
+$259.6K
5,278
+48%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$256.8K
19,289
+92%
减持
PFE
PFIZER INC
-$255.9K
20,338
-18%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$254.3K
30,197
+15%
增持
AVGO
BROADCOM INC
+$252.9K
654
+181%
增持
ABBV
ABBVIE INC
+$251.8K
10,462
+11%
清仓
SUB
ISHARES TR
-$251.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$248.3K
3,970
+56%
增持
JPM
JPMORGAN CHASE & CO
+$243.2K
6,519
+16%
清仓
NUE
NUCOR CORP
-$235.0K
0
-100%
增持
KHC
KRAFT HEINZ CO
+$230.5K
28,262
+17%
增持
GIS
GENERAL MLS INC
+$230.1K
3,269
+460%
建仓
—
LATTICE STRATEGIES TR
+$223.1K
9,300
减持
AMZN
AMAZON COM INC
-$221.7K
5,920
-13%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$216.0K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$203.6K
6,651
+57%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$202.3K
126,668
+1%
清仓
TXN
TEXAS INSTRS INC
-$201.0K
0
-100%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$186.4K
3,009
-67%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$186.2K
109,612
+11%
增持
AAPL
APPLE INC
-$184.9K
33,680
+1%
建仓
IEFA
ISHARES TR
+$184.3K
2,990
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$184.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$181.9K
23,430
+8%
增持
MSFT
MICROSOFT CORP
+$179.3K
8,845
+17%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$175.9K
5,910
减持
IWB
ISHARES TR
-$168.0K
3,045
-22%
清仓
PH
PARKER-HANNIFIN CORP
-$166.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$164.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$163.1K
2,179
+4%
减持
MTB
M & T BK CORP
-$163.0K
1,641
-35%
减持
FPE
FIRST TR EXCH TRADED FD III
-$161.1K
32,555
-21%
增持
FCX
FREEPORT-MCMORAN INC
+$160.3K
5,376
+258%
减持
—
PROTERRA INC
-$159.8K
102,181
-13%
清仓
—
SVB FINANCIAL GROUP
-$158.0K
0
-100%
减持
GAL
SSGA ACTIVE ETF TR
-$156.2K
6,571
-36%
减持
ENB
ENBRIDGE INC
-$156.2K
7,719
-29%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$155.0K
0
-100%
清仓
PDX
PIMCO ENERGY & TACTICAL CR O
-$154.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$153.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$149.0K
0
-100%
清仓
META
META PLATFORMS INC
-$147.0K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$147.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$140.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$138.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$136.9K
1,238
+27%
清仓
CQP
CHENIERE ENERGY PARTNERS LP
-$134.0K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$132.6K
7,940
-23%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$131.5K
1,601
-68%
清仓
PG
PROCTER AND GAMBLE CO
-$128.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$128.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$127.0K
0
-100%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$124.1K
11,341
清仓
TGT
TARGET CORP
-$122.0K
0
-100%
增持
GOOG
ALPHABET INC
+$121.3K
5,019
+3291%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$120.4K
15,300
-12%
清仓
HYG
ISHARES TR
-$119.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$118.0K
0
-100%
建仓
ROAM
LATTICE STRATEGIES TR
+$117.2K
6,018
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$111.9K
32,132
-13%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$111.0K
0
-100%
清仓
FIW
FIRST TR EXCHANGE TRADED FD
-$111.0K
0
-100%
清仓
—
INDEXIQ ETF TR
-$111.0K
0
-100%
减持
CMBS
ISHARES TR
-$110.0K
2,156
-50%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$108.8K
15,038
+41%
建仓
VTV
VANGUARD INDEX FDS
+$107.9K
769
建仓
GOVT
ISHARES TR
+$101.6K
4,473
清仓
HON
HONEYWELL INTL INC
-$100.0K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$100.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$98.0K
0
-100%
清仓
LOW
LOWES COS INC
-$98.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$98.0K
0
-100%
建仓
MMSC
FIRST TR EXCHNG TRADED FD VI
+$94.9K
6,612
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$94.0K
0
-100%
清仓
KO
COCA COLA CO
-$93.0K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$91.5K
2,542
+17%
增持
BP
BP PLC
+$90.5K
10,520
+8%
清仓
—
ARISTA NETWORKS INC
-$90.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$90.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$89.0K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$85.5K
1,896
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.2K
2,843
-2%
清仓
MMM
3M CO
-$84.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$84.0K
0
-100%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$82.8K
13,113
-19%
清仓
—
ACTIVISION BLIZZARD INC
-$79.0K
0
-100%
清仓
HSY
HERSHEY CO
-$77.0K
0
-100%
增持
RITM
RITHM CAPITAL CORP
+$76.9K
10,274
+1204%
增持
VVR
INVESCO SR INCOME TR
+$76.0K
22,462
+765%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$75.3K
2,618
清仓
VMC
VULCAN MATLS CO
-$73.0K
0
-100%
减持
SLQD
ISHARES TR
-$70.9K
6,061
-19%
清仓
CMCSA
COMCAST CORP NEW
-$70.0K
0
-100%
