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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 80
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SYFI
AB ACTIVE ETFS INC
+$9.8M
1,126,955
+33%
增持
PML
PIMCO MUN INCOME FD II
+$6.1M
973,505
+507%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.7M
874,075
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。
+10%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$2.9M
531,532
-10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
449,273
+8%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.7M
412,867
+5%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$1.6M
769,882
+7%
建仓
PYLD
PIMCO ETF TR
+$1.4M
52,486
增持
HYFI
AB ACTIVE ETFS INC
+$1.3M
646,526
+7%
增持
AAPL
APPLE INC
+$1.3M
29,689
+12%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$1.2M
233,176
+79%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
1,114,004
+4%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.1M
366,732
-4%
增持
GOOG
ALPHABET INC
+$1.1M
8,927
+27%
增持
AVGO
BROADCOM INC
+$979.1K
10,459
+31%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$974.3K
67,056
+231%
增持
NVDA
NVIDIA CORPORATION
+$842.1K
13,944
+48%
增持
MSFT
MICROSOFT CORP
+$815.2K
12,042
+25%
建仓
IJK
ISHARES TR
+$800.6K
8,264
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$658.2K
394,266
-13%
减持
T
AT&T INC
-$631.7K
108,867
-8%
清仓
SRLN
SSGA ACTIVE ETF TR
-$615.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$599.2K
8,952
-22%
增持
AMZN
AMAZON COM INC
+$575.1K
8,026
+38%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$552.0K
179,445
+1%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$536.6K
188,783
+3%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$480.8K
109,754
+53%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$478.1K
474,840
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$465.8K
2,207
+72%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$459.7K
41,815
-19%
建仓
LLY
ELI LILLY & CO
+$441.7K
411
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$435.6K
722
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$428.1K
109,204
+4%
减持
HD
HOME DEPOT INC
-$384.2K
3,928
-8%
增持
LOWV
AB ACTIVE ETFS INC
+$372.7K
153,730
+4%
增持
FTXO
FIRST TR EXCHANGE TRADED FD
+$366.2K
158,509
+0%
建仓
EFA
ISHARES TR
+$364.8K
3,799
建仓
IJR
ISHARES TR
+$360.4K
2,999
建仓
IJJ
ISHARES TR
+$348.7K
2,650
清仓
PEP
PEPSICO INC
-$344.3K
0
-100%
增持
HIDV
AB ACTIVE ETFS INC
+$341.3K
94,379
+2%
增持
META
META PLATFORMS INC
+$319.5K
1,060
+105%
清仓
GIS
GENERAL MLS INC
-$315.5K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$255.2K
773
建仓
LRCX
LAM RESEARCH CORP
+$243.1K
1,420
增持
CAT
CATERPILLAR INC
+$235.6K
1,739
+9%
增持
LRGC
AB ACTIVE ETFS INC
+$234.7K
102,036
+2%
建仓
GEV
GE VERNOVA INC
+$233.0K
356
建仓
WM
WASTE MGMT INC DEL
+$226.1K
1,029
建仓
VMC
VULCAN MATLS CO
+$224.6K
787
减持
VZ
VERIZON COMMUNICATIONS INC
-$222.9K
58,193
-1%
增持
CSCO
CISCO SYS INC
+$222.6K
6,663
+57%
建仓
NEE
NEXTERA ENERGY INC
+$220.2K
2,743
增持
—
EXXON MOBIL CORP
+$213.6K
21,291
+2%
建仓
GLD
SPDR GOLD TR
+$213.6K
539
建仓
—
EATON CORP PLC
+$210.5K
661
增持
MRK
MERCK & CO INC
+$208.5K
5,525
+24%
清仓
SYY
SYSCO CORP
-$203.8K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$203.2K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$195.3K
2,250
+29%
增持
TSLA
TESLA INC
+$191.5K
4,504
+9%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$188.2K
55,612
-14%
增持
GOOGL
ALPHABET INC
+$171.8K
1,229
+40%
增持
JPM
JPMORGAN CHASE & CO.
+$161.1K
5,115
+8%
增持
V
VISA INC
+$152.8K
1,340
+44%
减持
RY
ROYAL BK CDA
+$150.3K
6,660
-0%
减持
BGT
BLACKROCK FLOATING RATE INC
-$147.0K
12,894
-47%
增持
JNJ
JOHNSON & JOHNSON
+$140.9K
4,406
+6%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$140.0K
185,570
-3%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$126.3K
188,894
+2%
增持
ABBV
ABBVIE INC
+$120.4K
5,047
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$118.7K
3,652
+3%
建仓
SDFI
AB ACTIVE ETFS INC
+$117.4K
3,280
增持
WMT
WALMART INC
+$106.7K
7,085
+7%
增持
PM
PHILIP MORRIS INTL INC
+$99.2K
7,146
+11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$98.8K
62,750
+2%
增持
MCD
MCDONALDS CORP
+$82.7K
1,086
+32%
增持
VTI
VANGUARD INDEX FDS
+$81.9K
401
+151%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$79.3K
85,813
-12%
减持
ET
ENERGY TRANSFER L P
-$78.9K
19,338
-17%
增持
MO
ALTRIA GROUP INC
-$75.4K
16,917
+6%
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$74.7K
3,479
减持
GILD
GILEAD SCIENCES INC
+$74.4K
8,697
-3%
减持
FWD
AB ACTIVE ETFS INC
-$72.9K
1,083
-41%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$65.6K
4,452
+125%
增持
XLK
SELECT SECTOR SPDR TR
+$63.5K
1,027
+243%
减持
BABA
ALIBABA GROUP HLDG LTD
-$63.2K
1,626
-4%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$60.5K
11,545
-16%
减持
JTEK
J P MORGAN EXCHANGE TRADED F
-$58.0K
11,290
-3%
减持
WMB
WILLIAMS COS INC
-$52.5K
4,627
-11%
增持
XLF
SELECT SECTOR SPDR TR
+$51.6K
2,180
+73%
减持
QQQ
INVESCO QQQ TR
+$51.1K
5,435
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$49.5K
778
+68%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$49.4K
111,595
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$49.3K
38,063
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$47.0K
17,407
+3%
减持
TRGP
TARGA RES CORP
-$46.0K
2,841
-17%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$38.1K
19,698
+1%
减持
TFC
TRUIST FINL CORP
-$37.3K
5,283
-19%
增持
GE
GE AEROSPACE
+$35.3K
1,348
+7%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$33.1K
25,316
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$32.9K
57,199
-2%
增持
BAC
BANK AMERICA CORP
+$31.8K
4,264
+8%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$28.1K
6,486
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$27.6K
1,027
-12%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$25.8K
36,582
-4%
增持
KO
COCA COLA CO
+$25.3K
3,290
+7%
增持
FDM
FIRST TR EXCHANGE-TRADED FD
+$24.4K
5,786
+0%
增持
MA
MASTERCARD INCORPORATED
+$23.7K
662
+6%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$21.0K
8,368
+0%
减持
INTC
INTEL CORP
-$20.6K
6,849
-16%
减持
PH
PARKER-HANNIFIN CORP
+$20.1K
616
-10%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$19.3K
10,633
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$18.8K
968
+253%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$18.5K
774
-12%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$17.6K
38,965
+2%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$15.5K
18,773
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$15.2K
1,694
+16%
增持
GSST
GOLDMAN SACHS ETF TR
+$14.6K
1,713
+21%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$14.6K
10,641
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$14.2K
1,744
-2%
增持
GSIE
GOLDMAN SACHS ETF TR
+$13.7K
6,758
+0%
减持
FYC
FIRST TR EXCHANGE-TRADED ALP
+$12.9K
2,719
-1%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$11.2K
23,465
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$10.3K
4,757
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$9.7K
11,549
+1%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$9.6K
16,149
-1%
建仓
IWM
ISHARES TR
+$9.4K
38
增持
NOBL
PROSHARES TR
+$8.9K
6,510
+0%
增持
AEE
AMEREN CORP
+$8.7K
3,448
+7%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$8.6K
55,928
+0%
增持
ROUS
LATTICE STRATEGIES TR
+$8.1K
19,516
+0%
建仓
IWF
ISHARES TR
+$8.0K
17
建仓
XBI
SPDR SERIES TRUST
+$7.9K
65
建仓
SPTM
SPDR SERIES TRUST
+$7.8K
94
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$7.3K
13,320
+1%
增持
ROAM
LATTICE STRATEGIES TR
+$7.0K
358
+191%
减持
VTV
VANGUARD INDEX FDS
+$7.0K
1,719
-0%
建仓
FPXI
FIRST TR EXCHANGE TRADED FD
+$7.0K
118
建仓
JPUS
J P MORGAN EXCHANGE TRADED F
+$6.9K
56
增持
SCHX
SCHWAB STRATEGIC TR
+$6.5K
9,754
+0%
增持
TXN
TEXAS INSTRS INC
-$6.4K
1,563
+3%
建仓
LQD
ISHARES TR
+$6.2K
56
增持
COST
COSTCO WHSL CORP NEW
+$6.1K
361
+9%
建仓
IBB
ISHARES TR
+$5.9K
35
清仓
FTCB
FIRST TR EXCHANGE-TRADED FD
-$5.3K
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$4.8K
4,356
+12%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$4.8K
4,982
+0%
建仓
ITOT
ISHARES TR
+$4.8K
32
建仓
IJH
ISHARES TR
+$3.6K
54
