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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 80
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.6M
388,207
+26%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.9M
1,148,794
+12%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.5M
3,505,534
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。
-0%
清仓
BEN
FRANKLIN RESOURCES INC
-$1.4M
0
-100%
增持
AAPL
APPLE INC
+$1.3M
28,106
+4%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
153,639
-11%
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$1.2M
166,150
-20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
67,999
-29%
减持
T
AT&T INC
-$1.2M
137,278
-37%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.0M
33,507
-53%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$914.6K
148,704
+2%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$845.5K
288,124
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$825.1K
12,962
-19%
清仓
HFSI
HARTFORD FDS EXCHANGE TRADED
-$748.2K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$633.0K
455,451
+9%
减持
YEAR
AB ACTIVE ETFS INC
-$607.4K
7,947
-60%
清仓
RCS
PIMCO STRATEGIC INCOME FD
-$588.7K
0
-100%
增持
LOWV
AB ACTIVE ETFS INC
+$577.4K
104,198
+5%
增持
MSFT
MICROSOFT CORP
+$544.5K
9,948
+7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$519.8K
319,062
-1%
增持
NVDA
NVIDIA CORPORATION
+$503.0K
10,732
+1078%
增持
AVGO
BROADCOM INC
+$452.0K
1,046
+13%
增持
VRIG
POWERSHARES ACTIVELY MANAGED
+$411.2K
145,085
+12%
减持
NOBL
PROSHARES TR
-$394.8K
10,445
-24%
增持
AMZN
AMAZON COM INC
+$384.7K
8,936
+20%
清仓
CRM
SALESFORCE INC
-$371.4K
0
-100%
建仓
LLY
ELI LILLY & CO
+$360.4K
398
增持
CPLS
AB ACTIVE ETFS INC
+$349.7K
291,766
+4%
建仓
SFST
SOUTHERN FIRST BANCSHARES
+$331.0K
11,321
增持
GOOG
ALPHABET INC
+$305.0K
6,635
+11%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$304.2K
545,634
+5%
建仓
COST
COSTCO WHSL CORP NEW
+$298.2K
351
减持
INTC
INTEL CORP
-$291.2K
18,204
-6%
增持
HIDV
AB ACTIVE ETFS INC
+$283.7K
70,858
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$273.3K
54,317
-9%
增持
DUK
DUKE ENERGY CORP NEW
+$272.2K
19,822
+12%
减持
ROUS
LATTICE STRATEGIES TR
-$266.4K
22,646
-20%
减持
—
ARISTA NETWORKS INC
-$266.3K
971
-54%
增持
LRGC
AB ACTIVE ETFS INC
+$264.6K
75,559
+1%
增持
QQQ
INVESCO QQQ TR
+$259.8K
6,501
+1%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$248.4K
4,666
清仓
BABA
ALIBABA GROUP HLDG LTD
-$248.2K
0
-100%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$243.6K
614,313
+0%
清仓
DIS
DISNEY WALT CO
-$240.6K
0
-100%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$232.5K
16,636
+315%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$229.9K
138,905
+0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$227.1K
738
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$219.6K
121,248
-12%
建仓
BOND
PIMCO ETF TR
+$218.9K
2,403
增持
—
PIONEER MUNICIPAL HIGH INCOM
+$216.3K
66,217
+51%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$215.5K
38,265
+79%
清仓
—
ACCENTURE PLC IRELAND
-$209.0K
0
-100%
建仓
FSK
FS KKR CAP CORP
+$203.0K
10,288
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$202.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$202.1K
3,737
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$190.1K
1,019
+63%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$189.9K
120,598
-0%
减持
BP
BP PLC
-$176.2K
6,809
-39%
减持
GSST
GOLDMAN SACHS ETF TR
-$173.6K
568
-86%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$173.2K
40,420
+6%
增持
HYFI
AB ACTIVE ETFS INC
+$168.7K
425,209
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$162.0K
2,646
+2520%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$159.1K
10,700
-53%
增持
GOOGL
ALPHABET INC
+$153.3K
2,578
+23%
建仓
INDA
ISHARES TR
+$142.0K
2,545
增持
SO
SOUTHERN CO
+$134.6K
9,954
+12%
增持
MO
ALTRIA GROUP INC
+$131.2K
13,200
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$129.2K
1,329
+18%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$128.7K
2,459
+111%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$123.9K
82,480
+2%
建仓
CALF
PACER FDS TR
+$121.8K
2,796
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$119.1K
52,207
+13%
增持
RY
ROYAL BK CDA
+$116.4K
5,721
+17%
减持
MRK
MERCK & CO INC
-$114.1K
5,852
-8%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$113.4K
12,901
-3%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$113.0K
38,392
+21%
增持
TSLA
TESLA INC
+$107.3K
3,623
+4%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$104.2K
58,578
+22%
减持
RODM
LATTICE STRATEGIES TR
-$103.8K
2,968
-55%
增持
—
EXXON MOBIL CORP
+$96.7K
18,457
+6%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$96.5K
77,986
-8%
增持
PM
PHILIP MORRIS INTL INC
+$91.4K
6,019
+6%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$89.9K
26,280
-6%
增持
—
LAM RESEARCH CORP
+$85.2K
371
+16%
增持
C
CITIGROUP INC
+$84.5K
9,418
+16%
增持
COWZ
PACER FDS TR
+$81.1K
6,740
+37%
增持
ET
ENERGY TRANSFER L P
+$76.6K
69,627
+4%
增持
GILD
GILEAD SCIENCES INC
+$76.2K
7,891
+24%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$73.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$72.5K
1,754
+3%
增持
ABBV
ABBVIE INC
+$70.1K
3,800
+19%
增持
BAC
BANK AMERICA CORP
+$67.1K
7,483
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$65.4K
2,561
+10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$63.5K
345,901
+5%
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$62.7K
548
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$61.7K
10,573
-16%
建仓
MINT
PIMCO ETF TR
+$61.2K
608
减持
GSIE
GOLDMAN SACHS ETF TR
-$58.1K
6,665
-19%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$54.9K
8,281
+13%
建仓
VOO
VANGUARD INDEX FDS
+$52.5K
105
增持
NVO
NOVO-NORDISK A S
+$51.5K
2,878
+3%
增持
WMT
WALMART INC
+$47.1K
4,616
+5%
增持
V
VISA INC
+$46.5K
1,336
+23%
增持
META
META PLATFORMS INC
+$45.8K
621
+13%
减持
BX
BLACKSTONE INC
-$45.1K
3,859
-3%
减持
ROSC
LATTICE STRATEGIES TR
-$40.2K
2,223
-28%
增持
GIS
GENERAL MLS INC
+$39.9K
6,630
+22%
建仓
CORP
PIMCO ETF TR
+$37.6K
395
清仓
IYR
ISHARES TR
-$36.1K
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$35.7K
21,162
+3%
清仓
ICF
ISHARES TR
-$35.4K
0
-100%
增持
PEP
PEPSICO INC
+$35.3K
3,828
+12%
减持
VNQ
VANGUARD INDEX FDS
-$35.0K
48
-89%
增持
TXN
TEXAS INSTRS INC
+$34.8K
1,478
+2%
增持
GE
GE AEROSPACE
+$34.7K
1,565
+28%
减持
ROAM
LATTICE STRATEGIES TR
-$33.2K
15
-99%
增持
IWB
ISHARES TR
+$33.1K
3,059
+0%
减持
CRPT
FIRST TR EXCHNG TRADED FD VI
-$33.1K
100
-96%
增持
PH
PARKER-HANNIFIN CORP
-$32.8K
679
+0%
增持
ENB
ENBRIDGE INC
+$31.6K
7,363
+16%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$30.8K
2,359
-27%
减持
VB
VANGUARD INDEX FDS
-$30.7K
2,806
-0%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$29.6K
587
减持
FDM
FIRST TR DOW JONES SELECT MI
-$27.2K
6,142
-2%
增持
DOW
DOW INC
-$25.4K
6,173
+1%
增持
PFE
PFIZER INC
+$24.9K
9,009
+10%
减持
GSSC
GOLDMAN SACHS ETF TR
-$24.4K
2
-99%
增持
MCD
MCDONALDS CORP
-$24.2K
913
+0%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$23.9K
26,728
+1%
建仓
MUNI
PIMCO ETF TR
+$22.8K
437
增持
HD
HOME DEPOT INC
-$22.5K
3,880
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$21.7K
698
+4%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$20.9K
3,628
-6%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$17.9K
12,909
-1%
增持
MA
MASTERCARD INCORPORATED
+$17.7K
733
+15%
建仓
SMMU
PIMCO ETF TR
+$16.1K
322
减持
VO
VANGUARD INDEX FDS
-$15.7K
890
-4%
增持
BINC
BLACKROCK ETF TRUST II
+$15.6K
6,037
+6%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$15.0K
8,775
+0%
减持
IWM
ISHARES TR
-$14.8K
1,941
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.7K
4,633
+2%
增持
JNJ
JOHNSON & JOHNSON
-$13.6K
4,562
+6%
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$13.4K
295
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$13.4K
838
-46%
增持
XLI
SELECT SECTOR SPDR TR
+$13.1K
1,814
+10%
增持
XLY
SELECT SECTOR SPDR TR
+$12.8K
179
+66%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$12.8K
295
+111%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$12.1K
989
-20%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$12.0K
529
+70%
增持
CVX
CHEVRON CORP NEW
+$12.0K
3,537
+3%
