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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 45
减持 55
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$48.1M
59,644
-95%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$25.1M
1,022,028
+52992%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$17.5M
416,615
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。
+344%
增持
HYFI
AB ACTIVE ETFS INC
+$14.2M
416,343
+1310%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$11.5M
329,773
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$10.5M
308,800
+298%
建仓
CPLS
AB ACTIVE ETFS INC
+$9.9M
279,378
减持
GSST
GOLDMAN SACHS ETF TR
-$9.2M
4,015
-98%
减持
HFSI
HARTFORD FDS EXCHANGE TRADED
-$9.0M
21,980
-92%
减持
ROUS
LATTICE STRATEGIES TR
-$8.0M
28,135
-87%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$7.9M
138,435
-82%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$6.8M
293,265
+52%
减持
BGT
BLACKROCK FLOATING RATE INC
-$6.6M
39,392
-93%
建仓
LOWV
AB ACTIVE ETFS INC
+$6.4M
99,099
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$5.6M
208,161
+174825%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$5.5M
518,694
+204%
减持
RODM
LATTICE STRATEGIES TR
-$5.2M
6,636
-97%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.0M
80,475
建仓
LRGC
AB ACTIVE ETFS INC
+$4.5M
74,879
建仓
HIDV
AB ACTIVE ETFS INC
+$4.5M
69,834
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
172,149
+57%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$3.7M
138,411
+253%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$3.6M
3,514,929
+15%
减持
INTC
INTEL CORP
-$3.5M
19,357
-77%
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$3.2M
128,985
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.0M
321,538
-18%
清仓
FCT
FIRST TR SR FLTG RATE INCOME
-$2.9M
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$2.8M
8,236
-91%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$2.7M
611,658
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.3M
96,346
+106%
减持
ROSC
LATTICE STRATEGIES TR
-$2.1M
3,091
-94%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.0M
146,140
+8%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.0M
71,214
减持
DOW
DOW INC
-$1.7M
6,092
-84%
减持
ROAM
LATTICE STRATEGIES TR
-$1.6M
1,442
-98%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$1.6M
84,813
-53%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
1,235
-96%
清仓
XPHDX
PIONEER FLOATING RATE FUND I
-$1.4M
0
-100%
增持
T
AT&T INC
+$1.3M
216,704
+42%
清仓
BOND
PIMCO ETF TR
-$1.2M
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.2M
2,242
-92%
减持
GSSC
GOLDMAN SACHS ETF TR
-$1.1M
374
-98%
清仓
BSV
VANGUARD BD INDEX FDS
-$1.0M
0
-100%
建仓
YEAR
AB ACTIVE ETFS INC
+$1.0M
19,970
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$979.3K
46,303
减持
NOBL
PROSHARES TR
-$833.8K
13,793
-41%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$789.7K
28,078
-40%
减持
BEN
FRANKLIN RESOURCES INC
-$675.9K
48,721
-29%
减持
LMT
LOCKHEED MARTIN CORP
-$661.4K
669
-69%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$578.1K
38,166
-28%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$576.9K
31,820
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$572.4K
48,181
减持
MO
ALTRIA GROUP INC
-$566.2K
10,777
-58%
增持
AAPL
APPLE INC
-$538.6K
26,971
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$528.1K
39
-100%
建仓
C
CITIGROUP INC
+$513.2K
8,115
清仓
GBIL
GOLDMAN SACHS ETF TR
-$500.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$494.2K
911
+37%
清仓
SLB
SCHLUMBERGER LTD
-$483.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$478.0K
16,060
-26%
减持
ABBV
ABBVIE INC
-$465.3K
3,194
-53%
增持
MSFT
MICROSOFT CORP
+$450.6K
9,274
+1%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$423.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$406.4K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$383.4K
14,389
-39%
建仓
CRM
SALESFORCE INC
+$371.4K
1,233
增持
AMZN
AMAZON COM INC
+$355.2K
7,441
+15%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$351.8K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$328.8K
120,869
+3%
增持
—
EXXON MOBIL CORP
+$319.6K
17,447
+2%
建仓
BINC
BLACKROCK ETF TRUST II
+$299.5K
5,709
建仓
IDLV
INVESCO EXCH TRADED FD TR II
+$281.0K
10,009
增持
AVGO
BROADCOM INC
+$279.0K
926
+9%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$272.7K
43,997
-43%
减持
PM
PHILIP MORRIS INTL INC
-$259.9K
5,659
-32%
清仓
CSCO
CISCO SYS INC
-$251.7K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$248.2K
3,430
清仓
SLQD
ISHARES TR
-$244.1K
0
-100%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$243.4K
4,011
-77%
建仓
DIS
DISNEY WALT CO
+$240.6K
1,966
清仓
FBNC
FIRST BANCORP N C
-$239.5K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$232.4K
1,708
增持
TSLA
TESLA INC
-$231.0K
3,468
+3%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$230.7K
0
-100%
建仓
PFE
PFIZER INC
+$227.1K
8,185
清仓
SFST
SOUTHERN FIRST BANCSHARES
-$208.9K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$202.7K
2,230
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$200.4K
625
增持
VVR
INVESCO SR INCOME TR
+$184.7K
64,674
+188%
减持
META
META PLATFORMS INC
-$175.2K
550
-56%
建仓
GTOS
INVESCO ACTIVELY MANAGED ETF
+$164.0K
6,609
增持
MRK
MERCK & CO INC
+$163.2K
6,356
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$157.2K
2,322
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$156.2K
1,130
+38%
增持
HD
HOME DEPOT INC
+$142.4K
3,541
+1%
增持
ET
ENERGY TRANSFER L P
+$139.9K
66,926
+1%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$111.9K
1,691
增持
IWM
ISHARES TR
+$105.3K
1,943
+29%
清仓
GOVT
ISHARES TR
-$103.1K
0
-100%
清仓
MMSC
FIRST TR EXCHNG TRADED FD VI
-$101.4K
0
-100%
增持
—
LAM RESEARCH CORP
+$100.0K
319
+19%
增持
GOOG
ALPHABET INC
+$88.7K
5,990
+3%
减持
FXO
FIRST TR EXCHANGE TRADED FD
+$84.6K
26,540
-2%
清仓
IWF
ISHARES TR
-$81.3K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$78.5K
2,798
+3%
减持
JNJ
JOHNSON & JOHNSON
-$78.3K
4,301
-11%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$76.4K
13,339
-0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$73.0K
10,000
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$67.4K
9,006
-6%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$66.0K
459
-73%
增持
PH
PARKER-HANNIFIN CORP
+$65.2K
677
+0%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$64.8K
13,086
-12%
建仓
PCEF
INVESCO EXCH TRADED FD TR II
+$58.7K
3,116
减持
BP
BP PLC
-$58.7K
11,200
-18%
增持
PEP
PEPSICO INC
+$54.6K
3,406
+7%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$54.1K
822
增持
GIS
GENERAL MLS INC
+$52.8K
5,424
+8%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$51.5K
96,671
+9%
减持
VTI
VANGUARD INDEX FDS
-$50.8K
152
-60%
增持
VB
VANGUARD INDEX FDS
+$50.7K
2,811
+1%
减持
GE
GENERAL ELECTRIC CO
-$46.2K
1,219
-40%
增持
USMV
ISHARES TR
+$45.6K
8,061
+0%
增持
WMT
WALMART INC
+$45.5K
4,413
+216%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$43.9K
20,618
+1%
增持
RY
ROYAL BK CDA
+$43.3K
4,879
+10%
减持
LQD
ISHARES TR
-$42.0K
53
-88%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$41.4K
829
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$39.1K
1,550
-57%
减持
CMBS
ISHARES TR
-$39.0K
1,306
-39%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$36.5K
12,573
+0%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$36.1K
1,476
清仓
IVW
ISHARES TR
-$34.7K
0
-100%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$33.5K
2,384
+2284%
减持
MA
MASTERCARD INCORPORATED
+$32.0K
635
-1%
减持
WFC
WELLS FARGO CO NEW
+$31.9K
6,730
-8%
增持
CVX
CHEVRON CORP NEW
+$31.9K
3,432
+0%
减持
—
ARISTA NETWORKS INC
+$31.3K
2,092
-14%
减持
JPM
JPMORGAN CHASE & CO
+$30.1K
4,468
-12%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$29.4K
1,165
-26%
减持
QQQ
INVESCO QQQ TR
+$29.2K
6,430
-7%
减持
SCHO
SCHWAB STRATEGIC TR
-$28.6K
257
-70%
减持
SO
SOUTHERN CO
-$28.1K
8,886
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$27.5K
3,502
-8%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$26.5K
3,232
-28%
清仓
IGV
ISHARES TR
-$25.6K
0
-100%
清仓
CRBN
ISHARES TR
-$24.5K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$24.0K
17,729
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$21.7K
4,559
-2%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$20.9K
0
-100%
减持
COWZ
PACER FDS TR
+$20.6K
4,924
-4%
