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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 89
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$7.7M
2,057,359
+20%
增持
HYFI
AB ACTIVE ETFS INC
+$2.1M
523,281
+14%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.7M
576,134
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。
-5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
510,279
+3%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.4M
335,962
+8%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$1.3M
3,451,786
-2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.0M
159,056
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$796.9K
57,684
-17%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$783.3K
560,081
+5%
增持
LOWV
AB ACTIVE ETFS INC
+$713.5K
123,369
+9%
增持
HIDV
AB ACTIVE ETFS INC
+$623.3K
82,739
+10%
增持
AAPL
APPLE INC
+$608.9K
25,769
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$598.2K
10,083
+13344%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$575.5K
187,005
+14%
增持
CPLS
AB ACTIVE ETFS INC
-$553.6K
383,154
+0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$517.5K
11,352
+1011%
增持
AVGO
BROADCOM INC
+$506.5K
8,077
+2%
增持
TSLA
TESLA INC
+$501.5K
3,517
+0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$493.2K
392,166
+5%
增持
FTXO
FIRST TR EXCHANGE-TRADED FD
+$483.0K
167,920
+1%
建仓
ANET
ARISTA NETWORKS INC
+$429.3K
3,884
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$412.9K
343,408
+6%
增持
LRGC
AB ACTIVE ETFS INC
+$399.2K
91,197
+6%
清仓
—
ARISTA NETWORKS INC
-$372.7K
0
-100%
清仓
INTC
INTEL CORP
-$317.8K
0
-100%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$304.9K
35,717
-46%
建仓
CSCO
CISCO SYS INC
+$299.5K
5,059
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$295.5K
166,656
+3%
增持
AMZN
AMAZON COM INC
+$247.1K
5,700
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$245.2K
4,639
+13%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$241.4K
32,599
+19%
增持
NVDA
NVIDIA CORPORATION
+$238.5K
8,439
+15%
建仓
PANW
PALO ALTO NETWORKS INC
+$228.9K
1,258
增持
GS
GOLDMAN SACHS GROUP INC
+$228.0K
1,138
+33%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$227.2K
119,579
-0%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$219.2K
40,094
+20%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
-$210.3K
94,711
+9%
清仓
LMT
LOCKHEED MARTIN CORP
-$208.6K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$202.3K
8,698
-4%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$198.7K
52,843
-8%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$186.7K
63,507
-21%
建仓
VOO
VANGUARD INDEX FDS
+$182.0K
338
增持
GOOG
ALPHABET INC
+$179.5K
6,595
+2%
清仓
IDV
ISHARES TR
-$173.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$163.8K
6,145
+1%
减持
ROUS
LATTICE STRATEGIES TR
-$162.7K
19,522
-12%
减持
SFST
SOUTHERN FIRST BANCSHARES
-$162.4K
5,556
-51%
减持
IIM
INVESCO VALUE MUN INCOME TR
-$162.1K
39,081
-20%
减持
PEP
PEPSICO INC
-$153.6K
3,229
-15%
减持
JNJ
JOHNSON & JOHNSON
-$139.4K
3,924
-10%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$138.3K
79,182
-3%
增持
GILD
GILEAD SCIENCES INC
+$131.6K
8,710
+9%
减持
MRK
MERCK & CO INC
-$103.7K
5,732
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$93.9K
770
+236%
增持
MO
ALTRIA GROUP INC
+$93.7K
14,834
+11%
减持
RODM
LATTICE STRATEGIES TR
-$91.7K
24
-99%
增持
V
VISA INC
+$88.4K
1,342
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$85.7K
1,109
+22%
减持
GIS
GENERAL MLS INC
-$83.0K
6,251
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$72.1K
11,190
+4%
减持
FXO
FIRST TR EXCHANGE TRADED FD
+$70.8K
26,578
-1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$69.0K
57,108
+6%
增持
MSFT
MICROSOFT CORP
+$68.8K
8,930
+4%
建仓
VUG
VANGUARD INDEX FDS
+$66.9K
163
增持
NOBL
PROSHARES TR
-$65.7K
10,595
+1%
增持
—
EXXON MOBIL CORP
-$65.6K
14,293
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$64.5K
3,753
+1%
建仓
VTV
VANGUARD INDEX FDS
+$57.6K
340
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$57.4K
25,342
-4%
增持
MA
MASTERCARD INCORPORATED
+$57.3K
826
+8%
增持
FXH
FIRST TR EXCHANGE TRADED FD
-$56.7K
11,580
+3%
增持
DUK
DUKE ENERGY CORP NEW
-$55.6K
14,756
+3%
减持
T
AT&T INC
+$51.4K
126,549
-2%
减持
GE
GE AEROSPACE
-$50.9K
1,298
-8%
减持
BGT
BLACKROCK FLOATING RATE INC
-$47.8K
26,375
-12%
建仓
EFG
ISHARES TR
+$47.0K
485
建仓
VTI
VANGUARD INDEX FDS
+$44.4K
153
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$43.9K
2,264
+22%
建仓
EFV
ISHARES TR
+$39.5K
753
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$39.4K
1,851
减持
FPEI
FIRST TR EXCH TRADED FD III
-$39.2K
14,842
-11%
减持
BOND
PIMCO ETF TR
-$39.0K
2,067
-13%
增持
PM
PHILIP MORRIS INTL INC
+$39.0K
6,392
+6%
增持
RY
ROYAL BK CDA
+$38.5K
6,284
+9%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
-$37.7K
158,790
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$36.6K
979
-42%
增持
FSK
FS KKR CAP CORP
+$35.9K
11,300
+6%
增持
GOOGL
ALPHABET INC
+$34.5K
899
+10%
增持
FEMB
FIRST TR EXCH TRADED FD III
-$33.8K
13,210
+2%
清仓
BEEP
MOBILE INFRASTRUCTURE CORP
-$33.3K
0
-100%
增持
FDM
FIRST TR DOW JONES SELECT MI
+$30.2K
6,258
+1%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$28.3K
1
-100%
增持
TXN
TEXAS INSTRS INC
-$26.3K
1,484
+1%
建仓
VO
VANGUARD INDEX FDS
+$25.6K
97
减持
LQD
ISHARES TR
-$24.1K
54
-80%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$23.6K
8,224
+0%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$23.6K
19,403
-4%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$21.5K
41,354
+6%
建仓
VXF
VANGUARD INDEX FDS
+$21.1K
111
增持
SCHZ
SCHWAB STRATEGIC TR
+$20.6K
4,543
+162%
建仓
LDI
LOANDEPOT INC
+$20.4K
10,000
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$19.9K
10,152
-4%
增持
USMV
ISHARES TR
-$19.3K
8,096
+0%
减持
GSIE
GOLDMAN SACHS ETF TR
-$19.1K
6,661
-0%
增持
IDLV
INVESCO EXCH TRADED FD TR II
-$15.8K
10,777
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$15.2K
14,057
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$13.7K
13,326
+206%
增持
ABBV
ABBVIE INC
-$13.0K
4,030
+9%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$12.4K
269
-42%
清仓
MBB
ISHARES TR
-$11.8K
0
-100%
增持
META
META PLATFORMS INC
+$11.1K
523
+2%
增持
MCD
MCDONALDS CORP
-$11.0K
811
+0%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$9.9K
2,992
+0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$9.8K
42,151
-2%
增持
SO
SOUTHERN CO
+$9.5K
8,529
+11%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$9.0K
63,293
+6%
增持
HD
HOME DEPOT INC
+$8.9K
3,959
+5%
增持
CAT
CATERPILLAR INC
-$8.8K
668
+4%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$8.1K
7,050
-5%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$7.8K
282
-30%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.9K
2,164
+161%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$5.4K
55
增持
SCHO
SCHWAB STRATEGIC TR
+$5.4K
911
+170%
减持
CMBS
ISHARES TR
-$5.1K
875
-8%
建仓
IGV
ISHARES TR
+$4.8K
48
增持
SCHD
SCHWAB STRATEGIC TR
-$4.6K
7,600
+203%
增持
GTOS
INVESCO ACTIVELY MANAGED EXC
+$4.4K
6,930
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$4.4K
180
+1%
建仓
ITOT
ISHARES TR
+$4.1K
32
增持
PH
PARKER-HANNIFIN CORP
+$3.9K
682
+0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.6K
1,093
+9%
增持
FNDX
SCHWAB STRATEGIC TR
+$3.5K
758
+277%
增持
XLF
SELECT SECTOR SPDR TR
+$3.3K
1,025
+0%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$3.2K
2,816
+1%
增持
RITM
RITHM CAPITAL CORP
-$3.1K
12,179
+2%
建仓
—
LATTICE STRATEGIES TR
+$2.5K
92
增持
ITA
ISHARES TR
-$2.5K
654
+0%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$2.5K
3,737
+2%
增持
FID
FIRST TR EXCHANGE-TRADED FD
-$2.4K
627,638
+8%
增持
ROAM
LATTICE STRATEGIES TR
+$2.4K
123
+720%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.4K
555
+344%
减持
TFC
TRUIST FINL CORP
+$2.2K
6,658
-1%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$2.1K
218
+0%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$2.0K
285
+58%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.8K
16
增持
FNDF
SCHWAB STRATEGIC TR
+$1.8K
332
+34%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8K
895
+116%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.8K
301
+169%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.7K
786
-8%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.5K
103
+84%
