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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 94
减持 35
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
SYFI
AB ACTIVE ETFS INC
+$17.4M
488,481
清仓
CPLS
AB ACTIVE ETFS INC
-$13.3M
0
-100%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$7.8M
2,228,898
-35%
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。
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.3M
592,667
+16%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$4.1M
2,216,317
+8%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.6M
633,754
+13%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$3.3M
366,739
-36%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.2M
384,890
+12%
增持
HYFI
AB ACTIVE ETFS INC
+$1.2M
557,906
+7%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$1.2M
662,145
+5%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$856.2K
100,405
+6%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$760.7K
175,145
+10%
减持
AAPL
APPLE INC
-$743.5K
25,704
-0%
建仓
MGK
VANGUARD WORLD FD
+$690.3K
2,235
建仓
MGV
VANGUARD WORLD FD
+$630.5K
4,894
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$600.5K
437,601
+12%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$516.3K
158,719
-5%
增持
LOWV
AB ACTIVE ETFS INC
+$508.6K
131,844
+7%
增持
AVGO
BROADCOM INC
-$506.9K
8,157
+1%
减持
MSFT
MICROSOFT CORP
-$451.4K
8,824
-1%
增持
TSLA
TESLA INC
-$434.7K
3,803
+8%
减持
T
AT&T INC
+$427.2K
116,997
-8%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$392.8K
169,338
+6%
减持
QQQ
INVESCO QQQ TR
-$357.2K
5,938
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$349.9K
11,300
+1%
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$346.9K
201,100
+8%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$320.3K
173,836
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$315.8K
57,817
+0%
增持
PM
PHILIP MORRIS INTL INC
+$255.9K
6,459
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$245.9K
2,914
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$242.4K
92,527
+17%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$239.0K
8,445
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$238.0K
14,985
+2%
减持
GOOG
ALPHABET INC
-$233.1K
6,547
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$221.6K
1,676
建仓
KO
COCA COLA CO
+$219.3K
3,062
增持
NVDA
NVIDIA CORPORATION
-$213.1K
8,490
+1%
建仓
—
SILA REALTY TRUST INC
+$211.0K
7,901
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$201.6K
36,376
+12%
增持
GILD
GILEAD SCIENCES INC
+$195.8K
8,927
+2%
增持
AMZN
AMAZON COM INC
-$155.2K
5,757
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$150.2K
48,797
+16%
增持
MO
ALTRIA GROUP INC
+$150.0K
15,422
+4%
减持
—
EXXON MOBIL CORP
+$149.3K
14,183
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$145.9K
120,303
+1%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$145.1K
365,501
+9%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$134.6K
50,066
+28%
增持
ABBV
ABBVIE INC
+$131.3K
4,044
+0%
增持
SO
SOUTHERN CO
+$105.1K
8,779
+3%
建仓
VOT
VANGUARD INDEX FDS
+$99.8K
408
清仓
ITA
ISHARES TR
-$95.0K
0
-100%
减持
V
VISA INC
-$86.3K
964
-28%
增持
SPY
SPDR S&P 500 ETF TR
-$84.5K
3,781
+1%
减持
GIS
GENERAL MLS INC
-$83.3K
5,274
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$81.6K
1,097
-1%
减持
MA
MASTERCARD INCORPORATED
-$77.5K
652
-21%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$71.8K
67
-98%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$70.9K
12,763
+12%
减持
MRK
MERCK & CO INC
-$69.5K
5,578
-3%
清仓
TDVI
FIRST TR EXCHANGE-TRADED FD
-$69.5K
0
-100%
增持
GE
GE AEROSPACE
+$68.6K
1,424
+10%
清仓
VUG
VANGUARD INDEX FDS
-$66.9K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$65.4K
11,164
+11%
增持
HD
HOME DEPOT INC
-$63.1K
4,030
+2%
减持
CSCO
CISCO SYS INC
-$59.9K
3,882
-23%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$57.9K
17,937
+21%
建仓
VOE
VANGUARD INDEX FDS
+$57.8K
360
减持
VTV
VANGUARD INDEX FDS
-$56.9K
4
-99%
建仓
VBR
VANGUARD INDEX FDS
+$55.1K
296
增持
SFST
SOUTHERN FIRST BANCSHARES
+$52.6K
8,306
+49%
增持
HIDV
AB ACTIVE ETFS INC
+$51.9K
86,721
+5%
清仓
EFG
ISHARES TR
-$47.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$47.0K
877
+31%
减持
JNJ
JOHNSON & JOHNSON
+$46.1K
3,700
-6%
增持
USMV
ISHARES TR
+$40.3K
8,105
+0%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$40.3K
10,227
+1%
减持
NOBL
PROSHARES TR
-$40.3K
9,928
-6%
清仓
EFV
ISHARES TR
-$39.5K
0
-100%
减持
GOOGL
ALPHABET INC
-$35.4K
872
-3%
增持
FDM
FIRST TR DOW JONES SELECT MI
-$34.7K
6,301
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$33.9K
4,671
+1%
增持
RY
ROYAL BK CDA
-$33.5K
6,421
+2%
建仓
VBK
VANGUARD INDEX FDS
+$32.7K
130
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$31.2K
65,169
+3%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$30.8K
10,905
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$28.5K
604
+516%
增持
ROUS
LATTICE STRATEGIES TR
+$28.1K
20,137
+3%
减持
ROSC
LATTICE STRATEGIES TR
-$27.3K
1,759
-22%
减持
VOO
VANGUARD INDEX FDS
-$26.6K
303
-10%
清仓
VO
VANGUARD INDEX FDS
-$25.6K
0
-100%
增持
FYC
FIRST TR EXCHANGE-TRADED ALP
-$25.1K
3,003
+0%
减持
PEP
PEPSICO INC
-$24.1K
3,114
-4%
增持
LRGC
AB ACTIVE ETFS INC
+$21.9K
96,002
+5%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$21.6K
24,994
-1%
增持
GS
GOLDMAN SACHS GROUP INC
-$21.5K
1,154
+1%
清仓
IAI
ISHARES TR
-$20.3K
0
-100%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$19.6K
2,841
+25%
增持
MCD
MCDONALDS CORP
+$19.1K
814
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$19.1K
5,276
+16%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$18.7K
3,757
+1%
增持
PH
PARKER-HANNIFIN CORP
-$18.2K
684
+0%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$17.5K
13,414
+2%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$16.4K
42,307
+2%
减持
TFC
TRUIST FINL CORP
-$16.0K
6,630
-0%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$16.0K
26,842
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$15.8K
4,967
+0%
增持
META
META PLATFORMS INC
+$15.6K
558
+7%
增持
IJR
ISHARES TR
-$15.3K
1,435
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$14.2K
53,837
+2%
减持
GSIE
GOLDMAN SACHS ETF TR
+$14.0K
6,623
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$12.7K
13,416
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$11.8K
2,465
+0%
清仓
IGIB
ISHARES TR
-$11.3K
0
-100%
增持
IJH
ISHARES TR
-$10.9K
2,754
+0%
增持
RITM
RITHM CAPITAL CORP
+$10.6K
12,441
+2%
增持
COST
COSTCO WHSL CORP NEW
+$10.5K
319
+0%
增持
TXN
TEXAS INSTRS INC
-$10.5K
1,490
+0%
增持
WMT
WALMART INC
-$9.9K
4,204
+0%
增持
PDP
INVESCO EXCHANGE TRADED FD T
-$9.0K
1,186
+0%
减持
PSCC
INVESCO EXCH TRADED FD TR II
-$9.0K
59
-80%
增持
GAL
SSGA ACTIVE ETF TR
+$8.6K
5,643
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$8.6K
1,291
+3%
减持
XLY
SELECT SECTOR SPDR TR
-$7.5K
166
-8%
减持
PSCH
INVESCO EXCH TRADED FD TR II
-$7.5K
39
-81%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.8K
7,669
+1%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$6.7K
58,454
+2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$6.6K
8,321
+1%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$6.5K
1,566
+0%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$6.3K
37
-82%
增持
XLK
SELECT SECTOR SPDR TR
-$5.6K
219
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.5K
2,304
+6%
增持
BGT
BLACKROCK FLOATING RATE INC
-$5.4K
26,875
+2%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$5.0K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.9K
1,103
+21%
减持
BOND
PIMCO ETF TR
+$4.1K
2,066
-0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.1K
653
+2%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$4.1K
245
+138%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.8K
1,711
+13%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
-$3.7K
292
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7K
800
+4%
增持
IGV
ISHARES TR
+$3.6K
94
+96%
增持
GTOS
INVESCO ACTIVELY MANAGED EXC
+$3.3K
7,051
+2%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$3.2K
436
+53%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$2.8K
112
-49%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$2.7K
249
-16%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.5K
2,327
+0%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$2.5K
64,820
+2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.5K
1,133
+4%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$2.4K
167
-11%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.2K
182
+5%
