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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 53
减持 49
清仓 39
方向
标的
Δ市值
现股数(环比)
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$14.9M
1,711,853
+49%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$7.1M
533,900
+38%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.0M
495,949
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。
+9%
增持
CPLS
AB ACTIVE ETFS INC
+$3.7M
381,574
+31%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.6M
311,088
+8%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.0M
372,895
+8%
增持
HYFI
AB ACTIVE ETFS INC
+$1.8M
458,308
+8%
增持
FID
FIRST TR EXCHANGE-TRADED FD
+$1.6M
582,027
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
325,045
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
161,468
+5%
清仓
ET
ENERGY TRANSFER L P
-$1.1M
0
-100%
增持
LOWV
AB ACTIVE ETFS INC
+$1.0M
113,665
+9%
增持
LRGC
AB ACTIVE ETFS INC
+$929.4K
86,237
+14%
减持
MSFT
MICROSOFT CORP
-$751.2K
8,587
-14%
减持
AMZN
AMAZON COM INC
-$723.5K
5,385
-40%
减持
PDI
PIMCO DYNAMIC INCOME FD
+$708.4K
605,014
-2%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$675.3K
147,278
+6%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$669.2K
154,062
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$624.8K
906
-65%
清仓
VB
VANGUARD INDEX FDS
-$611.8K
0
-100%
清仓
C
CITIGROUP INC
-$597.7K
0
-100%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$588.6K
87,109
+6%
清仓
CVX
CHEVRON CORP NEW
-$553.3K
0
-100%
增持
HIDV
AB ACTIVE ETFS INC
+$551.8K
74,911
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$531.2K
119,709
-1%
减持
—
EXXON MOBIL CORP
-$521.7K
13,676
-26%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$509.0K
80,300
-34%
清仓
BX
BLACKSTONE INC
-$477.7K
0
-100%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$473.7K
164,289
+13%
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$448.7K
167,065
+1%
减持
NVDA
NVIDIA CORPORATION
-$430.9K
7,368
-31%
清仓
NVO
NOVO-NORDISK A S
-$410.8K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$398.8K
0
-100%
清仓
—
LAM RESEARCH CORP
-$395.2K
0
-100%
清仓
IWM
ISHARES TR
-$393.8K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$390.5K
0
-100%
清仓
COWZ
PACER FDS TR
-$367.3K
0
-100%
清仓
LLY
ELI LILLY & CO
-$360.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$341.3K
14,271
-28%
减持
GOOGL
ALPHABET INC
-$333.9K
819
-68%
清仓
DOW
DOW INC
-$327.5K
0
-100%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$319.7K
20,283
清仓
BINC
BLACKROCK ETF TRUST II
-$315.1K
0
-100%
增持
AVGO
BROADCOM INC
-$312.8K
7,919
+657%
增持
VZ
VERIZON COMMUNICATIONS INC
+$299.4K
69,109
+2%
清仓
BAC
BANK AMERICA CORP
-$297.6K
0
-100%
清仓
VVR
INVESCO SR INCOME TR
-$278.7K
0
-100%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$276.2K
27,404
+29%
清仓
ENB
ENBRIDGE INC
-$262.0K
0
-100%
清仓
PFE
PFIZER INC
-$252.1K
0
-100%
建仓
CAT
CATERPILLAR INC
+$251.1K
642
清仓
GD
GENERAL DYNAMICS CORP
-$248.5K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$248.4K
0
-100%
减持
INTC
INTEL CORP
-$246.0K
13,546
-26%
清仓
BP
BP PLC
-$245.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$227.1K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$215.5K
0
-100%
建仓
SGOL
ETFS GOLD TR
+$214.2K
8,524
减持
T
AT&T INC
+$206.8K
128,643
-6%
减持
TSLA
TESLA INC
+$201.9K
3,512
-3%
减持
HD
HOME DEPOT INC
+$195.4K
3,779
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$177.4K
856
-36%
建仓
IDV
ISHARES TR
+$173.8K
5,750
减持
XLI
SELECT SECTOR SPDR TR
-$159.5K
455
-75%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$159.3K
57,576
+6%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$154.6K
48,662
+27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$146.1K
10,801
-17%
清仓
INDA
ISHARES TR
-$142.0K
0
-100%
减持
GOOG
ALPHABET INC
-$140.7K
6,438
-3%
清仓
XEFRX
EATON VANCE SR FLTNG RTE TR
-$140.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$137.1K
6,101
-6%
增持
GILD
GILEAD SCIENCES INC
+$131.5K
8,026
+2%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$130.6K
26,752
+0%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$130.5K
81,367
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$123.4K
43,085
+7%
清仓
CALF
PACER FDS TR
-$121.8K
0
-100%
减持
BGT
BLACKROCK FLOATING RATE INC
-$120.6K
29,903
-25%
减持
PM
PHILIP MORRIS INTL INC
+$120.4K
6,015
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$117.2K
357
-49%
增持
NOBL
PROSHARES TR
+$116.4K
10,495
+0%
增持
RY
ROYAL BK CDA
+$110.2K
5,763
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$101.5K
3,721
-0%
建仓
ITA
ISHARES TR
+$97.5K
652
增持
PH
PARKER-HANNIFIN CORP
+$86.7K
681
+0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$85.9K
11,286
-13%
增持
MO
ALTRIA GROUP INC
+$80.7K
13,362
+1%
减持
SO
SOUTHERN CO
-$79.5K
7,680
-23%
减持
ABBV
ABBVIE INC
+$77.3K
3,692
-3%
减持
AAPL
APPLE INC
-$75.6K
25,082
-11%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$75.6K
2,788
+5708%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$75.1K
9,030
+1%
清仓
EVF
EATON VANCE SR INCOME TR
-$68.6K
0
-100%
减持
ROUS
LATTICE STRATEGIES TR
+$67.0K
22,293
-2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$63.9K
3,506,513
+0%
减持
GIS
GENERAL MLS INC
+$62.3K
6,522
-2%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$62.2K
59,817
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$62.0K
72
-90%
增持
USMV
ISHARES TR
+$60.4K
8,083
+0%
减持
IJR
ISHARES TR
-$58.8K
1,434
-32%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$56.3K
1,693
+188%
增持
MA
MASTERCARD INCORPORATED
+$54.5K
765
+4%
清仓
VOO
VANGUARD INDEX FDS
-$52.5K
0
-100%
减持
SFST
SOUTHERN FIRST BANCSHARES
+$52.2K
11,246
-1%
增持
MRK
MERCK & CO INC
-$50.6K
5,935
+1%
减持
IWB
ISHARES TR
+$47.1K
3,045
-0%
减持
SRLN
SSGA ACTIVE ETF TR
-$43.2K
13,684
-7%
清仓
VTI
VANGUARD INDEX FDS
-$40.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$40.1K
4,362
-4%
清仓
IYW
ISHARES TR
-$39.1K
0
-100%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$38.9K
10,594
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$37.0K
26,330
+0%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$36.3K
39,169
+2%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$36.2K
10,377
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$35.8K
53,987
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$33.4K
33,537
+0%
清仓
VTV
VANGUARD INDEX FDS
-$33.4K
0
-100%
增持
AGG
ISHARES TR
+$30.9K
306
+30500%
增持
FDM
FIRST TR DOW JONES SELECT MI
+$28.1K
6,182
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$27.9K
7,417
-10%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$26.6K
2,981
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$26.6K
4,110
-7%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$26.3K
13,010
+1%
减持
WMT
WALMART INC
+$26.2K
4,195
-9%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$25.3K
0
-100%
增持
LQD
ISHARES TR
+$24.1K
264
+398%
清仓
MUNI
PIMCO ETF TR
-$22.8K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$21.4K
113
-58%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$19.7K
217
-59%
减持
TFC
TRUIST FINL CORP
-$18.7K
6,703
-15%
减持
GE
GE AEROSPACE
+$18.7K
1,418
-9%
清仓
VXF
VANGUARD INDEX FDS
-$18.5K
0
-100%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$18.2K
0
-100%
建仓
IAI
ISHARES TR
+$18.1K
141
减持
META
META PLATFORMS INC
-$18.1K
515
-17%
减持
TXN
TEXAS INSTRS INC
+$17.1K
1,474
-0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$16.9K
6,668
+0%
清仓
IXC
ISHARES TR
-$16.6K
0
-100%
清仓
SMMU
PIMCO ETF TR
-$16.1K
0
-100%
清仓
EFA
ISHARES TR
-$15.7K
0
-100%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$15.3K
3,655
+1%
减持
V
VISA INC
-$14.9K
1,221
-9%
减持
MCD
MCDONALDS CORP
+$13.6K
809
-11%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$13.3K
2,301
-13%
减持
PEP
PEPSICO INC
+$13.3K
3,791
-1%
建仓
IWF
ISHARES TR
+$12.0K
32
建仓
MBB
ISHARES TR
+$11.8K
123
建仓
IGIB
ISHARES TR
+$11.6K
216
减持
FPEI
FIRST TR EXCH TRADED FD III
+$11.1K
16,609
-0%
增持
RODM
LATTICE STRATEGIES TR
+$10.4K
3,030
+2%
清仓
IBB
ISHARES TR
-$10.3K
0
-100%
