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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 82
减持 45
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
YEAR
AB ACTIVE ETFS INC
+$39.8M
793,289
+9882%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$34.8M
805,495
-64%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$3.4M
184,640
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
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.5M
387,521
+6%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$1.9M
694,744
+5%
增持
MSFT
MICROSOFT CORP
+$1.5M
9,638
+9%
增持
LOWV
AB ACTIVE ETFS INC
+$1.4M
141,695
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
456,314
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
411,797
+7%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.2M
656,341
+4%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$1.1M
180,288
+3%
增持
AVGO
BROADCOM INC
+$949.1K
8,398
+3%
增持
LRGC
AB ACTIVE ETFS INC
+$931.4K
99,167
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$926.5K
176,967
+2%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$920.4K
103,408
+3%
增持
—
EXXON MOBIL CORP
+$806.8K
23,131
+63%
增持
HYFI
AB ACTIVE ETFS INC
+$785.3K
569,440
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$761.4K
60,443
+24%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$746.5K
11,098
+291%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$680.4K
2,070,702
-7%
增持
FTXO
FIRST TR EXCHANGE TRADED FD
+$678.7K
166,630
+5%
建仓
TRGP
TARGA RES CORP
+$676.6K
3,887
增持
HIDV
AB ACTIVE ETFS INC
+$619.2K
90,459
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$590.5K
11,535
+2%
增持
NVDA
NVIDIA CORPORATION
+$552.7K
9,322
+10%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$502.5K
620,041
+5%
建仓
ET
ENERGY TRANSFER L P
+$480.0K
26,477
减持
SYFI
AB ACTIVE ETFS INC
-$405.7K
471,586
-3%
增持
TSLA
TESLA INC
+$397.5K
4,354
+14%
建仓
WMB
WILLIAMS COS INC
+$378.9K
6,033
增持
CAT
CATERPILLAR INC
+$337.8K
1,615
+84%
建仓
VUG
VANGUARD INDEX FDS
+$322.7K
736
增持
VTV
VANGUARD INDEX FDS
+$303.8K
1,723
+42975%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$300.7K
113,280
-6%
建仓
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$298.2K
22,235
增持
WMT
WALMART INC
+$278.4K
6,622
+58%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$272.9K
4,787
减持
QQQ
INVESCO QQQ TR
+$264.9K
5,528
-7%
增持
ETG
EATON VANCE TX ADV GLBL DIV
+$260.3K
92,941
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$253.8K
396,163
+8%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$250.0K
7,894
-7%
建仓
—
PIMCO MUN INCOME FD
+$240.0K
30,072
增持
—
PIONEER MUNICIPAL HIGH INCOM
+$239.6K
62,032
+74%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$231.5K
71,377
+43%
增持
JPM
JPMORGAN CHASE & CO.
+$224.2K
4,726
+1%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$221.6K
0
-100%
增持
GOOG
ALPHABET INC
+$218.9K
7,000
+7%
清仓
—
SILA REALTY TRUST INC
-$211.0K
0
-100%
建仓
XJPIX
NUVEEN PFD SECS & INC OPPTY
+$202.3K
9,727
增持
GS
GOLDMAN SACHS GROUP INC
+$194.0K
1,165
+1%
增持
RY
ROYAL BK CDA
+$190.2K
6,948
+8%
增持
AMZN
AMAZON COM INC
+$183.3K
5,828
+1%
增持
AAPL
APPLE INC
-$181.5K
26,944
+5%
增持
PM
PHILIP MORRIS INTL INC
+$181.3K
6,624
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$162.7K
2,998
+3%
建仓
FWD
AB ACTIVE ETFS INC
+$150.8K
1,681
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$145.4K
102
-96%
建仓
GARP
ISHARES TR
+$138.1K
2,288
增持
T
AT&T INC
+$136.6K
119,047
+2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$123.9K
33,537
-16%
建仓
ITA
ISHARES TR
+$123.6K
655
减持
MRK
MERCK & CO INC
-$118.2K
4,831
-13%
减持
SCHZ
SCHWAB STRATEGIC TR
-$108.8K
575
-89%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$107.6K
1,749
+1%
减持
PEP
PEPSICO INC
-$106.2K
2,732
-12%
建仓
USXF
ISHARES TR
+$102.8K
1,906
减持
MGK
VANGUARD WORLD FD
+$100.6K
2,160
-3%
增持
META
META PLATFORMS INC
+$93.5K
563
+1%
增持
HD
HOME DEPOT INC
+$87.8K
4,268
+6%
建仓
MUB
ISHARES TR
+$79.6K
762
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.4K
1,362
+24%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$75.7K
198,318
-1%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$75.7K
10,885
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$74.3K
3,544
-6%
增持
PH
PARKER-HANNIFIN CORP
+$65.4K
689
+1%
增持
SO
SOUTHERN CO
+$63.4K
9,480
+8%
建仓
FLOT
ISHARES TR
+$63.1K
1,236
增持
ROUS
LATTICE STRATEGIES TR
+$62.3K
20,187
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$60.5K
1,372
+6%
增持
SFST
SOUTHERN FIRST BANCSHARES
+$59.1K
8,744
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$58.6K
9,724
-28%
清仓
GRPM
INVESCO EXCHANGE TRADED FD T
-$57.4K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$52.3K
1,133
-51%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$47.9K
61,042
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$44.8K
36
-98%
增持
TXN
TEXAS INSTRS INC
+$43.8K
1,501
+1%
增持
GIS
GENERAL MLS INC
+$43.8K
6,931
+31%
增持
VBR
VANGUARD INDEX FDS
+$43.1K
504
+70%
建仓
AMPY
AMPLIFY ENERGY CORP NEW
+$42.6K
13,327
增持
MO
ALTRIA GROUP INC
+$42.5K
16,513
+7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$41.4K
54,458
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$39.4K
6,455
-9%
减持
BGT
BLACKROCK FLOATING RATE INC
-$38.4K
23,591
-12%
增持
VBK
VANGUARD INDEX FDS
+$36.8K
251
+93%
建仓
SERA
SERA PROGNOSTICS INC
+$34.3K
12,400
增持
CSCO
CISCO SYS INC
+$34.1K
3,945
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$32.9K
4,974
+0%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$31.7K
13,586
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$30.6K
299
+37%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$30.3K
2,004
-19%
增持
GSIE
GOLDMAN SACHS ETF TR
+$29.9K
6,708
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$26.0K
34
-97%
增持
JNJ
JOHNSON & JOHNSON
+$25.8K
4,186
+13%
增持
VOO
VANGUARD INDEX FDS
+$24.3K
317
+5%
增持
COST
COSTCO WHSL CORP NEW
+$24.2K
330
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$24.1K
60,053
+4%
建仓
IAI
ISHARES TR
+$23.8K
141
增持
GILD
GILEAD SCIENCES INC
+$23.4K
9,233
+3%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$20.0K
10,329
+1%
增持
ABBV
ABBVIE INC
-$19.5K
4,460
+10%
增持
GOOGL
ALPHABET INC
+$19.3K
875
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$19.1K
31
-96%
减持
FDM
FIRST TR EXCHANGE-TRADED FD
+$19.0K
5,735
-9%
减持
MA
MASTERCARD INCORPORATED
-$19.0K
603
-8%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$18.6K
40,384
-5%
增持
SRLN
SSGA ACTIVE ETF TR
+$18.0K
14,516
+2%
减持
RPG
INVESCO EXCHANGE TRADED FD T
+$16.1K
2,324
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$16.0K
22
-97%
增持
MCD
MCDONALDS CORP
-$15.6K
817
+0%
增持
GAL
SSGA ACTIVE ETF TR
+$15.1K
5,704
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$14.5K
1,257
+22%
减持
SCHH
SCHWAB STRATEGIC TR
-$14.3K
14
-98%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$13.8K
13,034
+2%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$13.5K
57,195
-2%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$12.6K
3,455
-8%
建仓
XLC
SELECT SECTOR SPDR TR
+$12.4K
114
增持
XLV
SELECT SECTOR SPDR TR
+$12.3K
214
+88%
减持
TFC
TRUIST FINL CORP
+$11.9K
6,623
-0%
建仓
IGIB
ISHARES TR
+$11.9K
223
增持
XLY
SELECT SECTOR SPDR TR
+$11.4K
203
+22%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$11.3K
36,658
+1%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$11.2K
2,737
-9%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$11.2K
63,227
-3%
增持
NOBL
PROSHARES TR
-$11.2K
9,963
+0%
减持
FNDF
SCHWAB STRATEGIC TR
-$10.4K
51
-85%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.5K
13
-96%
减持
SCHE
SCHWAB STRATEGIC TR
-$9.4K
5
-99%
增持
IGV
ISHARES TR
+$9.0K
159
+69%
减持
IDLV
INVESCO EXCH TRADED FD TR II
+$8.4K
10,237
-6%
增持
XLI
SELECT SECTOR SPDR TR
+$7.7K
460
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$7.5K
5
-98%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$7.0K
1,568
+0%
建仓
XLP
SELECT SECTOR SPDR TR
+$6.9K
85
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$6.7K
993
-12%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.6K
11,268
+1%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$6.2K
136
-69%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$6.1K
78
-79%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$6.0K
17,978
+0%
减持
GE
GE AEROSPACE
+$5.7K
1,130
-21%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$5.4K
24,663
-1%
