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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 85
减持 45
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$3.9M
2,596,933
+21%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$3.2M
955,642
+7%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.4M
80,944
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。
+161%
增持
HFSI
HARTFORD FDS EXCHANGE TRADED
+$1.7M
310,917
+25%
增持
FCT
FIRST TR SR FLTG RATE INCOME
+$1.2M
306,961
+67%
减持
GSST
GOLDMAN SACHS ETF TR
-$1.2M
210,898
-10%
增持
BGT
BLACKROCK FLOATING RATE INC
+$760.7K
497,968
+11%
增持
AAPL
APPLE INC
-$678.9K
33,912
+1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
+$627.0K
716,640
+4%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$570.4K
444,781
+1%
减持
NOBL
PROSHARES TR
-$525.8K
23,515
-15%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$452.9K
120,669
-3%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$407.8K
196,876
+8%
建仓
—
ARISTA NETWORKS INC
+$402.6K
2,189
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$400.0K
426,360
+2%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$379.8K
8,026
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$326.2K
77,041
+13%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$287.6K
32,675
-15%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$282.1K
29,269
-15%
增持
ROUS
LATTICE STRATEGIES TR
+$273.2K
211,188
+7%
建仓
NVDA
NVIDIA CORPORATION
+$271.7K
625
增持
ETG
EATON VANCE TX ADV GLBL DIV
-$257.3K
197,552
+0%
增持
RODM
LATTICE STRATEGIES TR
+$249.7K
192,462
+8%
减持
ENPH
ENPHASE ENERGY INC
-$246.3K
4,789
-2%
增持
GSIE
GOLDMAN SACHS ETF TR
+$227.0K
93,501
+14%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$222.5K
14,783
-3%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$212.9K
16,852
-43%
清仓
DIS
DISNEY WALT CO
-$211.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$196.5K
6,896
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$186.8K
22,375
+1%
增持
ET
ENERGY TRANSFER L P
+$173.8K
61,423
+13%
增持
MSFT
MICROSOFT CORP
-$173.5K
8,887
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$169.6K
16,845
+15%
减持
—
EXXON MOBIL CORP
+$166.1K
18,786
-1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$165.5K
19,894
-34%
清仓
HYMB
SPDR SER TR
-$164.3K
0
-100%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$163.2K
106,534
-3%
增持
BEN
FRANKLIN RESOURCES INC
-$159.7K
75,832
+0%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$150.1K
45,867
-7%
增持
ABBV
ABBVIE INC
+$149.8K
7,284
+5%
清仓
—
PROTERRA INC
-$146.6K
0
-100%
增持
ROAM
LATTICE STRATEGIES TR
+$145.1K
78,000
+10%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$144.9K
174,117
+11%
增持
SLB
SCHLUMBERGER LTD
+$139.3K
9,028
+15%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$129.5K
135,475
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$126.3K
3,461
-4%
减持
KHC
KRAFT HEINZ CO
-$119.7K
14,287
-16%
增持
GOOG
ALPHABET INC
+$118.2K
5,730
+9%
增持
LMT
LOCKHEED MARTIN CORP
-$115.2K
2,248
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$98.9K
108,510
+5%
清仓
—
THE NECESSITY RETAIL REIT IN
-$97.2K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$96.9K
1,565
+209%
增持
XLI
SELECT SECTOR SPDR TR
+$94.9K
1,549
+168%
增持
VB
VANGUARD INDEX FDS
+$92.8K
886
+136%
增持
BOND
PIMCO ETF TR
-$87.6K
23,568
+0%
增持
META
META PLATFORMS INC
+$85.8K
1,130
+28%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$85.6K
10,436
-3%
减持
SRLN
SSGA ACTIVE ETF TR
-$80.6K
21,917
-8%
减持
INTC
INTEL CORP
-$75.1K
86,174
-8%
增持
BX
BLACKSTONE INC
+$73.4K
3,788
+6%
增持
DOW
DOW INC
-$72.4K
42,772
+0%
增持
CVX
CHEVRON CORP NEW
+$69.2K
4,363
+3%
清仓
SLYV
SPDR SER TR
-$65.5K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$64.8K
53,802
+6%
增持
ROSC
LATTICE STRATEGIES TR
+$64.2K
53,838
+6%
增持
XPHDX
PIONEER FLOATING RATE FUND I
+$63.3K
188,792
+0%
增持
MO
ALTRIA GROUP INC
-$62.9K
26,891
+2%
增持
GSSC
GOLDMAN SACHS ETF TR
+$61.3K
17,994
+10%
增持
AVGO
BROADCOM INC
+$60.7K
787
+15%
减持
IIM
INVESCO VALUE MUN INCOME TR
-$54.9K
20,797
-9%
增持
GILD
GILEAD SCIENCES INC
+$46.6K
5,337
+16%
减持
ENB
ENBRIDGE INC
-$45.3K
6,312
-9%
增持
IJR
ISHARES TR
+$44.4K
1,991
+38%
减持
BP
BP PLC
+$43.4K
13,927
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$38.7K
1,158
+42%
增持
VO
VANGUARD INDEX FDS
+$37.7K
511
+64%
增持
T
AT&T INC
-$37.5K
216,169
+5%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$36.5K
41,410
+8%
建仓
BEEP
MOBILE INFRASTRUCTURE CORP N
+$35.5K
10,164
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$35.1K
8,898
-6%
增持
TXN
TEXAS INSTRS INC
+$34.9K
1,484
+33%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$34.8K
14,790
-2%
清仓
SPYV
SPDR SER TR
-$33.8K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$31.7K
8,999
-7%
增持
MCD
MCDONALDS CORP
-$30.0K
868
+0%
减持
IYW
ISHARES TR
-$29.3K
260
-50%
增持
TSLA
TESLA INC
-$27.6K
3,384
+1%
减持
FDM
FIRST TR DOW JONES SELECT MI
-$23.8K
7,058
-3%
增持
MRK
MERCK & CO INC
-$22.9K
5,968
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$22.3K
42,510
+13%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$22.3K
29,961
-2%
减持
CSCO
CISCO SYS INC
-$21.8K
4,965
-11%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$20.6K
8,735
+902%
减持
TFC
TRUIST FINL CORP
-$19.7K
7,845
-2%
减持
GOOGL
ALPHABET INC
+$19.5K
2,266
-2%
建仓
IWM
ISHARES TR
+$19.4K
110
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$19.0K
3,309
-3%
增持
PM
PHILIP MORRIS INTL INC
+$17.8K
8,211
+8%
清仓
XHB
SPDR SER TR
-$17.1K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$16.7K
994
+68%
清仓
KBE
SPDR SER TR
-$16.7K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$16.1K
337
-34%
减持
VNQ
VANGUARD INDEX FDS
-$15.1K
48
-79%
清仓
SPTL
SPDR SER TR
-$14.9K
0
-100%
增持
GIS
GENERAL MLS INC
+$13.9K
4,435
+26%
减持
WFC
WELLS FARGO CO NEW
-$13.6K
7,319
-0%
增持
PEP
PEPSICO INC
+$13.5K
2,932
+12%
增持
JNJ
JOHNSON & JOHNSON
+$10.9K
4,898
+8%
清仓
EEM
ISHARES TR
-$10.5K
0
-100%
减持
IBB
ISHARES TR
-$10.5K
76
-51%
增持
BAC
BANK AMERICA CORP
-$10.4K
15,004
+2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$9.4K
20,276
+4%
增持
AMZN
AMAZON COM INC
-$8.8K
6,545
+1%
清仓
XBI
SPDR SER TR
-$8.8K
0
-100%
减持
SLQD
ISHARES TR
-$8.8K
5,180
-3%
增持
HD
HOME DEPOT INC
+$8.6K
3,401
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.3K
2,648
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$8.0K
1,123
-3%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$8.0K
12,447
+1%
减持
ABEV
AMBEV SA
-$7.7K
10,525
-4%
减持
TFLO
ISHARES TR
-$7.4K
144
-50%
增持
MS
MORGAN STANLEY
-$6.5K
4,521
+3%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$6.0K
4,932
+902%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.5K
928
-19%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.4K
448
+64%
增持
RY
ROYAL BK CDA
+$5.1K
4,419
+11%
清仓
ISCF
ISHARES TR
-$4.8K
0
-100%
增持
PDP
INVESCO EXCHANGE TRADED FD T
-$4.7K
1,183
+0%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$4.5K
4,666
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.2K
4,119
+6%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.1K
801
+13%
增持
WMT
WALMART INC
+$4.0K
1,396
+0%
增持
FV
FIRST TR EXCHANGE-TRADED FD
-$4.0K
1,561
+0%
建仓
TLT
ISHARES TR
+$3.1K
35
增持
FNDX
SCHWAB STRATEGIC TR
+$3.0K
118
+90%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$2.9K
4,372
-3%
增持
SCHD
SCHWAB STRATEGIC TR
-$2.9K
2,419
+1%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$2.9K
3,000
-0%
清仓
GHYB
GOLDMAN SACHS ETF TR
-$2.7K
0
-100%
增持
SO
SOUTHERN CO
+$2.7K
8,923
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.5K
80
+82%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.9K
293
+75%
增持
RITM
RITHM CAPITAL CORP
+$1.8K
11,125
+2%
增持
CMBS
ISHARES TR
-$1.7K
2,147
+0%
清仓
SPYG
SPDR SER TR
-$1.6K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6K
225
+0%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.5K
150
+50%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.5K
80
+63%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.4K
44
-32%
减持
—
JPMORGAN CHASE & CO
-$1.3K
130
-34%
